Threads Replies Last Post 99 Pages: 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30  >>   Insert date en time with onchange function Hi, I have a ntext field in a service indenity . When it is edited i want automaticly insert date en time. Can anyone help? Kind regards Maarten Kievit... 1 12/30/2008 11:23:00 PM CRM 4.0: Setting both a physical PC and a Citrix client as Sync PCs?? Hi all, We have users who use PCs in-house but then also travel and use Citrix clients. I know only 1 PC can be the synchronizing client with CRM but I wonder if a Citrix client can be a sync PC as well, in addition to a physical PC. Did anyone try this? Thanks.... 1 12/30/2008 10:51:17 PM Cannot close opportunities I upgraded from CRM 3.0 to 4.0 We encountered issues with SQRSS - I had to uninstall and reinstall SQRSS. I am now encoutering issues when closing a new opportunity it error out throwing an Exception of type "System.web.HttpUnhandledException' Full Stack: [NullReferenceException: Object reference not set to an instance of an object.] at Microsoft.crm.dialogs.CloseOppPage.ConfigureForm(_... 3 12/30/2008 8:42:55 PM Urgent! "Query builder Error: No entity" message in the workflow s Hello, I think I deleted an entity which was referenced by a workflow, and now whenever I go in the SETUP\Workflow screen I get a "Query Builder Error: No entity" message. I can't even access the workflow list. Do you guys have any solution to this problem? Thanks... 2 12/30/2008 7:49:04 PM Creating attachments to emails I would like to send Certificates of Attendance documents (PDF) to contacts using email merge. The data in each Certificate of Attendance is specific to the contact record. Can I attach the certificate to each individual record and then send an email with this attachent using CRM email merge? ... 1 12/30/2008 6:58:41 PM any free training resources? I'm the tech guy here and just set up CRM 4.0 in an IFD config to see if it could benefit our small business. Problem is.... I know zero about CRM. I have the application working and integrated with Outlook, I just don't know the best way to go about using it. Nobody is going to shell out $$$ for any sort of training for something that we're not even sure can be of benefit. This is more o... 6 12/30/2008 6:50:54 PM CRM 4.0 Connector for GP 10.0 I have found CRM 3.0 connector for GP 9.0. But, i didnt come accross any CRM 4.0 Connector for GP 10.0. Can anyone suggest me what to do now for integerating these two dynamics' products.... 1 12/30/2008 2:48:01 PM 86 http://tjxzs.com.cn =?UTF-8?B?5aSp5rSl6Z+z5ZON?= =?UTF-8?B?5LiT5Y2WIDc0?= Ìì½òÖÇÄܼҾÓ,Ìì½òÖÇÄܼÒÍ¥¹ã²¥,Ìì½ò¼ÒÍ¥ÖÇÄܱ³¾°ÒôÀÖ,Ìì½ò¼ÒÍ¥±³¾°ÒôÀÖ,Ó°ÒôÆ÷²Ä,ͶӰÆ÷²Ä,Ìì½òÃÔÄãÒôÏì,Ìì½ò¸ßµµÒôÏì,Ìì½ò¸ßµµ¼ÒÍ¥Ó°Ôº,»ÝÍþ,»ÝÍþרҵÒôÏì,HIVI,HIVIרҵÒôÏìJVC,JBLרҵÒôÏì,Ìì½òÒôÏìרÂô.com , 86-022-81501975, Ìì½òÒôÏìÍø, 86-13802174064, Ìì½òöÎÖ®Éù, 86-022-26623951,tjxzs@hotmail.com, Ìì½òÊкӱ±ÇøÌì̩·Ð´ó±¾ÓªµçÆ÷³Ç218ºÅ, http://tjxzs.com.cn ,Ìì½òÒôÏì×Ü´úÀí, Ìì½òöÎÖ®ÉùµçÆ÷ÏúÊÛÖÐÐÄ, tjxzs.com... 1 12/30/2008 8:58:39 AM Workflow rule to create note on any change in case Is there any way to create Workflow rule to send an alert (email) to the case owner for adding or updating notes within the case. Your early response will be much appriciated. Thanks, Syed.... 3 12/30/2008 6:43:01 AM Workflow Error when updating field from custom activity property - PersistenceException I have written a custom workflow activity which returns a unique customer reference number (string). I am having a problem in my workflow however, which basically calls this activity, which returns a customer reference number (this stage is successful). However the next stage in the workflow is a regular update of the Customer entity (new customer reference number field), which I set to an... 2 12/30/2008 3:35:47 AM Can't login to CRM Hi For some reason I can no longer login to CRM, either via Outlook (2007) or http. I am running CRM 4 Small Business on Windows 2003 (SBS actually) and it has been functioning perfectly for 6+ months. Now though when I try to login via http I get: Error An error has occurred. Try this action again. If the problem continuues.... In Outlook I am asked for my credentials but the... 3 12/30/2008 12:56:14 AM Emails shows as read message in out look after pop3 connector Hi We configured exchange email router . Everythig is working fine. But once e-email came to Outlook, after some time email status chaged into read mode. Eventhough user dont open that message in outlook this will happen automatically after next send and receive from outlook. We used POP3 connector to read emails from echange server. This is happening to crm users only. What conf... 2 12/29/2008 10:28:01 PM CRM V4 - Outlook Client Installation Rollout Hi everyone, We're currently running MS CRM V3.0 and are looking into upgrading to MS CRM V4.0. The Outlook client was a big hassle when installing and I've heard it's more stable and better integrated this time: is it? We had to go through redoing users' Outlook profiles, should we be prepared to do that again? Also, is there anyway of modifying the default synchronization filter in... 2 12/29/2008 10:24:04 PM CRM 4.0 - Dev, Test and Prod environments Does anyone have any experience how to automate keeping Dev, Test and Production CRM 4.0 environments in sync both data and code?... 2 12/29/2008 10:14:01 PM CRM 4.0 Rollup1 installation to worstations Is there any new way of installing Rollup1 to workstations, e.g. using Start - Programs - Microsoft Dynamics 4.0 - Update? Where to configure rollup1 location for autoupdater (update icon points to "C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Client.AutoUpdate.exe" /ClientType:OutlookDesktop /IncludeOptional) ? One possibility is then use Group Policy ... 3 12/29/2008 7:04:15 PM Only 12 records max. in overview duplicates Hello people, Using: CRM 4.0 When I run a duplicate detection job and look at the result, I have max. 12 records in that list. I know there are more, but I just don't see them. When I solve some of the issues and get rid of the duplicates, more indeed apear in the list the next time I run this. Do I have a specific problem, or is this list indeed limited to 12 records ? If so, why... 2 12/29/2008 6:52:10 PM Admin can not Delete Saved Views We are on CRM 4.0. Some Saved Views were created by employees who are no longer with the company. I am the Admin & I can not delete these Saved Views. Any ideas would be appreciated?... 3 12/29/2008 6:45:02 PM Office 2007 and Tasks I have just upgraded to Office 2007 and am using CRM 3.0 currently. When I pull up my tasks in Outlook I can find no refrenece to which account/lead the task is associated with. In 2003 the Account/Lead was shown above the task. I am sure it is something simple Thanks for your help on this matter... 2 12/29/2008 6:40:03 PM I like to rename a domain logon name in users administration, but how? Hello, we have some users whose (domain logon) names have been changed. How can I change the domain logon name for those users in CRM 3.0 administration? Thank you! Ralf ... 3 12/29/2008 6:35:02 PM Performance Monitoring for CRM 4.0 with SCOM or another tool? Hi. As far as I can tell, the only performance monitoring pack for CRM 4.0 is for MOM; however we run Microsoft SCOM. I was wondering the following: 1. Could someone be nice enough to post the CRM MOM counters and thresholds so we can build our own perfmon script? 2. Could someone let me know if a monitoring pack for SCOM will someday be available? (either from MS or 3rd party) 3. Cou... 1 12/29/2008 5:00:06 PM Performance Counters and SCOM Hi. The only pack out there to manage CRM 4.0 is for MOM but we are running Microsoft SCOM and cannot use it so I have a few questions: 1. Can someone post what the counters and thresholds are here for me if you don't mind so we can build our own pack? 2. Could someone also let me know if there is a 3rd party (or other Microsoft pack) that we can use with SCOM? 3. Will the existing MOM ... 1 12/29/2008 4:45:01 PM CRM 4.0 Reassigning Tasks Do I have to give Append or Write access to the "User" (within the Business Management tab) in order for one use to assign a task to other users in the same business unit? Currently, the role only has read access and users cannot re-assign a task to other users within their own BU without getting a security error. Thanks!... 2 12/29/2008 4:35:31 PM CRM 4.0 Testenvironment Hi Is it possible to copy the productive database to use the data in the CRM database for the Testenvironment with a different Oganization name? Best Lars ... 3 12/29/2008 4:30:09 PM Oracle integration Good morning and happy Christmas! I would like to know if someone could give some headlines about the best way to implement a Oracle integration with MS Dynamics CRM 4.0. Many thank's! Jordi... 8 12/29/2008 3:39:12 PM Viewing accounts CRM 4.0 I'm the account admin, how can I view all the accounts assigned to a sales person? I've tried to figure it out but so far haven't been able to find out how. TIA Brian ... 3 12/29/2008 6:17:52 AM 99 Pages: 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30  >>