Dynamic values for picklists in workflow CRM 4.0
I have a custom entity, with two dynamic picklists
I have the exact picklists in the account form
I made a workflow to create a new account from the custom entity, the
problem is that I can’t set the picklists values for the new account as
dynamic values from the custom entity. It works only with text fields.
Any idea how to make this happen?
thanks in advance
You can use the custom workflow /plugin to update the related entity
with picklist value.
OR if you want to create the account manually from the custom entity
then use the mapping.
Blog = http://mscrmsupport.wor...Maximzer to Microsoft CRM transition
We currently use Maximizer Enterprise 8.0 CRM and are considering moving to
Microsoft CRS. Does anyone have any experiance of Maximizer, which is the
better package and any advice on making the transition (importing data, etc)?
We recently did a transition from Maximizer Enterprise 7.5 to CRM 3.0. We
used a company to do the data conversion which went ok, but was rushed, so
lots of little "gotchas" afterwards.
Things like maximizer word documents proved to be a problem. As well we had
difficulty breaking up the database into Accounts and Leads into CRM. We used
a UDF field ...CRM Integration With GP 8.0
I have a problem with CRM Integration with GP. I'm using GP 8.0 and CRM 1.2.
When I'm trying to create a new order in CRM and submit the order,
Integration Status Description shows this error message:
"An error occurred while attempting to retrieve the note index from the
But, the order created in GP has successfully integrated.
Can somebody help me please...?
Please ensure that GP company you are using has company address
specified in it. Go to Tools->setup-> Company in GP 8.0.
Hi to all,
I decided to publish some of my small tools (for free). They are
I use them for my daily work, may be others find them useful too. They
are somewhat programmer centric (especially regarding their GUI :-))
At the moment only a color selector tool is there, but more will follow.
Its rather tedious to write a meaningful description, so be patient with
VB tips, helpers, solutions -> http://www.proSource.de/Downloads/
...Terminal Services and CRM
We have a client who has apparently succeeded in getting CRM 1.2 to work
through terminal services. He did this by publishing it through active
directory. Has anyone else come across this? Has anyone had any problems
From Terminal Server session, invoke IE and the CRM page within IE. Helps
your users if you put an icon on the "desktop" that is a shortcut to CRM (ie.
shortcut to http://localhost )
Works OK for us. Doesn't work for Sales for Outlook, that is not supported
under Terminal Services
Also permits you to access CRM from a client that is not part of ...CRM 4 and SQL upgrade
I have a CRM 3 installation on a SQL 2000 box which is also the CRM app
Planning for the CRM 4 upgrade, I have a new physical server with SQL 2005
What is my most efficient upgrade path?
I think you can do the following:
1. Move the CRM 3.0 database to SQL 2005.
2. Point the CRM 3.0 application to the new database server. (There's
documentations on how to move database to a new server on the
3. Install/Upgrade CRM 3.0 to CRM 4.0 on the CRM 3.0 application
I think this is the fastest and easiest in my opinion.
Darren Liu, Microsof...Not able to Synchronize outlook with CRM
I am able to synchronize outlook with CRM if i am logged as an system
administrator but if i logged on as any other user it doesnt work and an
error is displayed that the user doesnt have required 'Access & Permissions'
to do so. Can you please tell me what are those 'Access & Permissions' as i
have tried all changeds in the 'Access & Permissions' settings in CRM.
Thanx a lot
Open the Security Role that the user is assigned (Customization > Settings >
Business Unit Settings > Security Role). Click on the "Business Manag...Announcing birthday
I want formula to announce birthday in 10-1 days before event. Some
kind if formula: =if (someone birthday is in (10 to 1 days) before
today() , �birthday�, � �)
Thanks for any help
Krzys's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=18404
View this thread: http://www.excelforum.com/showthread.php?threadid=385833
Assuming the names and dates are in a table M1:N20
Put all the names in A1:A20, and in B1 add
= IF(ISNA(VLOOKUP(A1,$M$1:$N$20,2,False))."&qu...configure CRM
I have installed Microsoft CRM on a Windows 2000 Server
environment. SQL Server 2000 has also been installed
previously. While installing CRM, the server name was
specified (it took the machine name as default).
Now when I try to install Sales for Outlook, it first
installs an instance of MSDE SP3a and the Hotfix.
It then asks for the URL of the CRM server. When I enter
the machine name, it says "No instance of this server was
found". Is the server name any different from the server
name specified during the installation of CRM?
What am I doing wrong here? Please help.
...Announce: Winmail Opener 1.3
We are pleased to announce that the Winmail Opener 1.3 is now
Winmail Opener is a small and simple utility that allows you to view
and extract contents of TNEF-encoded messages (infamous winmail.dat).
Winmail Opener features:
* Winmail Opener is absolutely free - no nag screens, no ads, no
spyware, no time limit.
* Supports RTF message text.
* You can drag-and-drop TNEF-encoded files into Winmail Opener for
* You can work with enclosed attachments as they are usual files on
your disk: open, print, save, drag-and-drop them from Winmail Opener.
* Supports command line...CRM Data Model
Does anyone know of a data model for the CRM databases? It would be
great to know how each of the MSCRM tables are linked (primary keys)
and table contents/data types when trying to create joined Crystal
reports, SQL queries and Scribe links. Thanks.
I asked the same question to Support few months ago. The
official response is data model available through
Deployment Manager (what you see what you get) and
implementation guide. If you find out more, please let me
>Does anyone know of a data model for the CRM databases?
It would be
>great to kno...Outlook CRM 4.0 and Service Calendar
Since i have installed Outlook CRM 4.0 on Outlook 2007 , I can’t see the
Service Calendar (which I used a lot in the past) neither in Outlook nor in
the client section of web CRM 4.0.
How is it possible? What can I do ?
Try the following:
- Close Outlook and close IE
- Clera all cookis in IE
- Start CRM web clinet via IE
Now you should be able to see the service calendar.
When you bow open Outlook it´s missing.
The reason is that CRM-Web client and Outlook are using the same URL and in
that casr the same cookis. You can solfe the problem by using differend URL´s
for...Error sending email in CRM
I have CRM installed on a SBS 2003 system. I receive
email fine, but when I send email, I get the message
An error has occurred. For more information, contact your
system administrator. "
The only thing I've found in the knowledge base is a
reference to a registry change, but that didn't help. Has
anyone else seen this? Anyone know of a fix?
I'm getting the same thing although its on a Windows 2K server. We have set
up a couple of prototype / demo systems on single boxes which is an
unsupported configuration but in one case it worked without a h...Some CRM News
Microsoft CRM MVP
Shameless plug alert.
All this is on the right side of my front page at
"John O'Donnell" <email@example.com> wrote in
...CRM v1.2 Report Manager Problem
I am having a problem with Report Manager after having reinstalled the
MS CRM on the CRM Server. When I logged in using Report Manager, it
stated that the "CRM folder does not exist!" I can run all other CRM
services fine but with this error I cannot publish all of my reports
and hence keep getting the Crystal Report Logon Error.
I am stuck to this problem for so long and still have no solution to
it... I tried to delete and rebuild the APS database, uninstalled CRM
then go into the registry to delete all crystal related values,
everything I can digged out from the internet...Any Session avariable in MS CRM
All the web technologies havining Session variables, hope Session is
also available in our MS CRM, i want to maintain the Session, for
example i have to track the activities of users, how can i track the
users, please let me know,
Yes It is session based, and you can use the webservice to read the user and
for more see CRM SDK.
MS CRM Certified Professional
Chat with me on MSN / Gmail / Skype : ID Is :.. firstname.lastname@example.org
> All ...MS CRM 3 reports: Need a way of bypassing crm user security
Hi I have a strange request. Using MS CRM 3 i have set up security so
that a particular custom entity it is locked down based on business
unit. The custom entity is based around a contacts membership of a
group(s), certain groups are open to all users but other groups are
only available to a particular business unit. This was done using
The problem i have is that i want to run reports on all group
membership for a contact. When I pull up a list of all groups a
contact is a member of, of course the results are filtered out based
on security so standard users dont see groups ...CRM and Outlook Integration 12-26-03
We've recently installed CRM 1.2 and the first thing that
struck me was that scheduling an appointment in CRM did
not place the appoitment in my Outlook calendar?
Is this what the Outlook CRM Client does or have we setup
I would have expected CRM to use the same calendar as
I think you'll find that appointments, tasks etc are only
synchronised if you book the appt through the CRM Outlook
client. If you book an appt through the web browser it
doesn't get copied to Outlook.
CCS IT Limited
&...URGENT: WINDOWS 8 ANNOUNCEMENT. July 2011!
Think Windows7 just came out & too young? Welcome to the brave future:
1) Windows 8 To Contain New Anti-Hacking Software.
Our group is on a mission to build a rich, powerful platform to help protect
Microsoft products against piracy. Here is your chance to join a team of
exceptional developers as we build an extensible cross-company platform to
support this vision. This is a fast-paced group that rewards smart and
Some may consider anti-piracy measures similar to whistling in the wind, but
that's certainly not the case. George has post...Contact selection problem in CRM 4 Mail Merge
I can use mail merge option for all contacts on page (grid) without any
problems, but if I select one contact or a small selection of contacts the
merge resulting list has one entry but only data from the user entity, not
from the contact entity...I have no contacts to merge. Merge also fails if I
select a merge from an open contact form. I have selected contact attributes
in the template. I have administrative rights.
...Migrating from CRM 3.0 beta to CRM 3.0 Release
This is a multi-part message in MIME format.
I have not see a utility to migrate from beta to release. I'm currently =
working on a dtsx package. Has anyone created one yet or done a =
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Tra...Upgrading reports from CRM 3.0 to 4.0
Having spent around 10 hours trying to upgrade a custom report from CRM 3.0
to CRM 4.0, I thought I’d post a message to share my pain and the solution!
It appears that in CRM 4.0 Microsoft have made a change to the way in which
the standard reports retrieve the name of the user running the report. I have
been unable to find any documentation about this.
If you have a custom report that is based on a standard CRM 3.0 report (i.e.
it has the CRM_FullName parameter & UserInfo dataset) and upload it into CRM
4.0 then try to run it, you may get either of the following behaviours
• Th...How I can Get MS CRM SDK trial version
Hello I am a .Net developer , Iwant to try on CRM in MS platform , How I
can get the trial version of CRM SDK
Emad Rangchi wrote:
> Hello I am a .Net developer , Iwant to try on CRM in MS platform , How I
> can get the trial version of CRM SDK
> Emad Rangchi
The SDK is available through MSDN:
Anything you can find there! (Downloading does not make sense since the
SDK is updated all the time).
Merijn van Mourik
The CRM software is available via MSD...PDA and MS CRM
Has anyone implemented MS CRM in an environment where
there would be significant via a PDA or similar device?
If so, would you be willing to share how you did it.
We have an add-on product for Microsoft CRM that allows PDAs to access Microsoft CRM.
Mobile Portal for Microsoft CRM is $199 a user and works on Palm, Pocket PC, Blackberry and Smarphone devices. More info can be found at www.dynamicmethods.net
Remember this is only a read only product. I dont think u can create new
sales, prospects etc..
"Gill Walker" <email@example.com...CRM Fyi...
If you can't find information in the newsgroup, try out this new website
It's a cool website my friend put together so we can help each other.