Creating rules........
Hi, In Work flow manager I created 2 rules(check conditions and wait for timer) and applied those rules to the contact list� but after creating the rule I manually selected few contacts from the contact list and from the action menu I applied my own rules� My question is 1) When ever I create a contact, leads� will my rule be automatically incorporated to the contact (instead of going thru actions and specifying the rule)? 2) What ever we want, we want to go thru action and do it manually... is there any feature in CRM where all the specified actions does itself. I want to know weather I am not aware of this actions? Regards, Richard.
|
0 |
|
iamiamiam_77
1/27/2004 12:16:30 PM
crm
35858 articles. 
1 followers.
0 Replies
613 Views
Similar Artilces:
create a roster
How can you create a weekly roster in which functions can be assigned to more than 10 people. The roster should be updatable, so that when holidays and days off are marked on the weekly roster they will be taken account of it future rosters. ...
importing or creating reference footnotes
I am trying to import a word document into publisher and it has reference footnotes within the document. The reference footnotes are not coming into the publisher document with the reference footnotes. Correct, they will not up to Publisher 2003. In Publisher 2003 depending on which version of Word you are using if they will or not. -- "If you don't know where you are going, any road will take you there!" ...
Mailbox not created when AD account created
A couple of days ago I noticed that I created a user account but the 'Email Addresses' tab of the user properies did not list any email addresses. Subsequent new user accounts have all experienced the same. I researched the knowledge and tried the recommended solutions to either manaully start the recipient update service or rebuild te recipient update service. Neither recommendation has resulted in a mailbox being created for this particular user or any additional user that I have created since this error first showed up. I performed a Windows update last Thursday and so I bel...
Task Create - Status
I'm trying to make a simple task, when a user owner is assigned a task in CRM, it receives an email letting it know it has one. I have the following below, but it is not generating one when i assign one manually in the CRM. What to do? I've tried both the following: When task is created E-Mail to:[owner];Subject test As well as: When task is created if Task activity status = Open then E-Mail to:[owner];Subject test I've checked the mailserver many times over, and I can send emails manually from the CRM so you can rule that out Tested out ok on our end. Some ideas:...
Rules Work But No Notification
My rules all work but I don't get notified when a new email comes in unless it just goes into my Inbox. I think this used to work but never paid much attention. Hope this makes sense. Office 2007, no Exchange. -- DrDOS "DrDOS" <dcal53@comcast.net> wrote in message news:90F003E0-3ABB-4168-BD29-FCD02908B949@microsoft.com... > My rules all work but I don't get notified when a new email comes in unless > it just goes into my Inbox. I think this used to work but never paid much > attention. Hope this makes sense. Office 2007, no Exchange. ...
Help Creating XmlNode / XmlAttribute Elegantly
I am creating a configuration class to read / write a standard configuration file. <?xml version="1.0" encoding="utf-8"?> <configuration> <appSettings> <add key="ConnectionString" value="server=(local);" /> </appSettings> </configuration> I am using a XmlDocument for my base implementation. I am looking to see if there is a better way to add a new node / attribute than using XmlDocument.InnerXml. I would consider this to be a hack but couldn't really see another way of doing this without definin...
Create external database
Hi all. I need to create an external database (file). On a site I found this code: ------------------------------------------------------ Function CreateLinkedExternalTable(strTargetDB As String, strProviderString As String, strSourceTbl As String, strLinkTblName As String) As String 'strTargetDB = Source Database Name 'strProviderString = Not used, currently hard coded 'strSourceTbl = Source Table name in the database we are linking too. 'strLinkTblName = Table name we would like to see in the Access Database. Dim catDB As ADOX.Catalog Dim tblLink As...
How to create pie chart with %
I have got a problem that I don't if excel could help me to calculate the % within a column and draw a pie chart. My case is I have a column containing a series of numbers. e.g. 1,4,8,1,3,9,11,2,4,5,6,.........etc I want to draw a pie chart that showing 1-3 , 4-6, 7-9, >9 with the corresponding % inside that column. Can anyone tell me how can I make it ? Ray - You need to calculate the frequencies in your data. Let's assume your data is in A1:A12. In B1:B3 enter these numbers, the upper limits on the groupings: 3 6 9 You can enter ">9" into B4 witho...
Email address not created when a new user is created
All, This issue recently happened in my company. Upon creating a new user, the policy was set to create the smtp and X400 address automaticaly. Now when we create a user the smtp and x400 addresses are not created, and when attempting to setup the new user in outlook, the address cant be found. We are using exchange 2003 SP1 on Win2k3 servers. On Wed, 13 Jul 2005 06:49:07 -0700, "Bryan" <Bryan@discussions.microsoft.com> wrote: >All, >This issue recently happened in my company. Upon creating a new user, the >policy was set to create the smtp and X400 addres...
when form created
I have a form which was created by someone else (not a form template) which is like a questionnaire with empty boxes to be completed. When the boxes are typed in all the margins move to accommodate the words being typed. Is there a way to fix/lock the original form and then just fill in the blank boxes? I suspect this is set up as a table with auto resizing enabled. Displaying table gridlines (Table | Show Gridlines) will help you see what you're dealing with. Then select the table, go to the Table tab of Table Properties, click Options, and clear the check box for "A...
Exchange 2010 MRM, no log files being created
I'm hoping someone can help me with this issue....it has been driving me crazy for days. I have enabled MRM logging on our exchange server, and I can see that some of the policies are working when I run start-managedfolderassistant. We have a retention policy tag on the deleteditems folder, and this does work. The problem is I am not getting any files in the MRM log directory. C:\Program Files\Microsoft\Exchange Server\V14\Logging\Managed Folder Assistant Events 9021 and 9022 are logged in the Application log, but where are the files? Below is the output of my mai...
Creating a Brochure
How do you create a 3-column brochure from scratch for Publisher 2002? I can only find the directions for the 2003 version. Quick help would be appreciated, project is due Monday. Create a three-panel or four-panel folded publication http://office.microsoft.com/en-us/assistance/HP011646681033.aspx Scroll down to the section that says "Build a three-panel or four-panel publications from scratch." -- Mary Sauer MSFT MVP http://office.microsoft.com/ http://msauer.mvps.org/ news://msnews.microsoft.com "Derek" <Derek@discussions.microsoft.com> wrote in message news...
How to create Access macro shortcut
I'm still using Access 97 and saw something the other day that I would like to use that was in Access 2000. In an Access 2000 database, there was a .mam file in a directory that launched the Access 2000 program and ran a macro. How do you set this up? Can it be done in Access 97? If so, how? Hi. > How do you set this up? Select the macro in the Database Window and right click with your mouse, then select "Create Shortcut..." in the pop-up menu. Follow the prompts for where to place the shortcut and what to name it. The default is: <PathToDeskTopDir>\Shortcut ...
Users mailboxes not created when user created
I have a problem that recently just started happening on my exchange 2003 server. When i create a new user account and create the mailbox for exchange, once im done, the mailbox isnt created, adn if you go into the properties of the user account adn go to the exchange email address tab, there isnt an smtp or an x.400 address listed. I am having to manually create and add these, adn then go delete the exchange mailbox and recreate it. This is really annoying and would love to know if anyone has any ideas of how to fix it. Thanks Jason In news:9F836A43-98BF-435A-AA43-AFF10124BE3F@micro...
Creating an ad book
How do I divide a page into equal sections (halves, qarters, eights)? I need to scan and type ads and coupons into this booklet. New at this. After managing to set up OE-QuoteFix on his new PC, Ed reads a message from FRSH <anonymous@discussions.microsoft.com>... > How do I divide a page into equal sections (halves, qarters, eights)? Arrange > Layout Guides > Grid Guides -- Ed Bennett - MVP Microsoft Publisher http://www.mvps.org/the_nerd/ Before reading this message, view the disclaimer: http://mvps.org/the_nerd/disclaim.htm ...
CRM should let me create custom fields in batch
Hi, With MS CRM v3.0, when we have a group of fields to create, it would be faster to be able to enter the list and then submit the list for processing. Thank you. Felix. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/C...
Re: MS Outlook XP (2002) Message Rules Problem(s)
frustrating problem. been tackling it for days. problem: when i create a rule, or more than one, to autorespond with a specifi template (regardless of whether the rules does other things or not, i it contains an autoresponse, this problem occurs) the FIRST incomin email that matches the criteria gets a response and NO others. why this is a problem: IF, for example, i had a autoR setup to send a pic of my God daughte to everyone that messages with the subject line: send me a pic of her ONLY the first person to send an email will get their email. also, IF i had another one setup w/ the cri...
Access unable to create an MDE
I am getting this message when I try to make an MDE: "Access unable to create an MDE database" No error mesages or any other info is displayed. I haven't had this trouble before. Then I added a form, a couple reports, an create table query, modified a toolbar and added a module. Now I am getting this message. This database is a front end of a project with several linked table to a back end. Any suggestions? Thanks Jeff G Try compiling your application (under the Debug menu when you're in the VB Editor). Often an application will have some error that doesn't m...
create a database from which bibliography an be created
How do I create a database from which a bibliography can be added to the end of a Word document? I used the program RefManager, but that is too expensive for me to update. Does Word 2003 have such a program? Thanks Not natively. Have you checked your academic institution? They might have campus licenses which students can use at home. You could give Zotero a spin (www.zotero.org). Personally, I don't like it, but that's just me. Word 2007 comes with referencing capabilities, but they are limited in functionality. Anything special you want, you would have to add i...
Error creating activities from Cases
Hi I have an out of the box SBS 2003 CRM Setup I have installed Rollup1 and the new help files Under about MS CRM it has CRM 3.0 (3.0.5300.0) When we try and create activies from within a case, we get the following to errors in the event log We can create the activities just fromthe main web client menu ok The same thing happens in the outlook client (OL 2003, Exchange 2003) I found some links to verabose stuff, but they all applied to the have MS CRM setup on multiple server. We have tried it with and without Outlook open Anyhelp appreciated Event Type: Error Event Source: MSC...
Create multiple owner fields?
Is it possibel to create multiple owner fields in a form. We need to track the users who is working with an account. I know only own owner field is supported, but is it poosible to have one owner field and custom fields using the lookup dialog to map more users? // Mats Have you looked at creating a custom entity. Then have a Many to One relationship to user and a Many to One relationship to Account. "Langer" wrote: > > > Is it possibel to create multiple owner fields in a form. We need to > track the users who is working with an account. I know only own o...
create macro
Hi, How can I create a TWO seperate macros in a spreadsheet in Excel: there are icons/pictures which have a macro attached to it. How do I attach the macro? macro 1: to move to a different cell address like B158. macro 2: to print a certain range of cells. (say A158:G200) Thank u in advance Khalil One way: Put something like these in a regular code module: Public Sub MoveMacro() Application.GoTo .Range("B158"), Scroll:=True End Sub Public Sub PrintCertainRange() With ActiveSheet .PageSetup.PrintArea = "A158:G200" ...
Creating a duplicate worksheet
I have a spreadsheet which i wish to give access to other users. But I want this to be a master spreadsheet ,and create access to a constantly updated duplicate worksheet. This will enable other users the ability to ammend or adapt a duplicate sheet that will not affect the master. Can this be done? -- Thanks Paul Keep the master and distribute copies. -- Gary''s Student - gsnu201001 "Paul" wrote: > I have a spreadsheet which i wish to give access to other users. > But I want this to be a master spreadsheet ,and create access to a &g...
problem creating child for newly created entity
Referring to the code below. if I comment out everything after the first call to create, a project is quite happily created in CRM 4.0. If I create an application, and associate it with an EXISTING project by hard-coding the GUID, it works well (but this is not what I want!) When I try to create the application, associated with the project I just created, it times out. if I put a messagebox right after the first create method, I can view the ProjectGUID of the project that was supposedly created but it times out trying to create the application, and when I look, the project was not actuall...
Creating a Sum Column on a Table
I am trying to create a table that has 4 columns. The first three fields are test scores and the last is a column that I wish to have automatically sum the first three numbers. How does one accomplish this? Hi Pete Create a new query based on the table. In a blance column add something like this Result: Nz([TableName]![Field1],0)+Nz([TableName]![Field2],0)+Nz([TableName]![Field3],0) Change the TableName and field names to what they really are. The Nz function will replace a null with a 0 (which you need just in case any other fields are empty. In most case it's not a good idea to...
How can you create a weekly roster in which functions can be assigned to more than 10 people. The roster should be updatable, so that when holidays and days off are marked on the weekly roster they will be taken account of it future rosters. ...
importing or creating reference footnotes
I am trying to import a word document into publisher and it has reference footnotes within the document. The reference footnotes are not coming into the publisher document with the reference footnotes. Correct, they will not up to Publisher 2003. In Publisher 2003 depending on which version of Word you are using if they will or not. -- "If you don't know where you are going, any road will take you there!" ...
Mailbox not created when AD account created
A couple of days ago I noticed that I created a user account but the 'Email Addresses' tab of the user properies did not list any email addresses. Subsequent new user accounts have all experienced the same. I researched the knowledge and tried the recommended solutions to either manaully start the recipient update service or rebuild te recipient update service. Neither recommendation has resulted in a mailbox being created for this particular user or any additional user that I have created since this error first showed up. I performed a Windows update last Thursday and so I bel...
Task Create - Status
I'm trying to make a simple task, when a user owner is assigned a task in CRM, it receives an email letting it know it has one. I have the following below, but it is not generating one when i assign one manually in the CRM. What to do? I've tried both the following: When task is created E-Mail to:[owner];Subject test As well as: When task is created if Task activity status = Open then E-Mail to:[owner];Subject test I've checked the mailserver many times over, and I can send emails manually from the CRM so you can rule that out Tested out ok on our end. Some ideas:...
Rules Work But No Notification
My rules all work but I don't get notified when a new email comes in unless it just goes into my Inbox. I think this used to work but never paid much attention. Hope this makes sense. Office 2007, no Exchange. -- DrDOS "DrDOS" <dcal53@comcast.net> wrote in message news:90F003E0-3ABB-4168-BD29-FCD02908B949@microsoft.com... > My rules all work but I don't get notified when a new email comes in unless > it just goes into my Inbox. I think this used to work but never paid much > attention. Hope this makes sense. Office 2007, no Exchange. ...
Help Creating XmlNode / XmlAttribute Elegantly
I am creating a configuration class to read / write a standard configuration file. <?xml version="1.0" encoding="utf-8"?> <configuration> <appSettings> <add key="ConnectionString" value="server=(local);" /> </appSettings> </configuration> I am using a XmlDocument for my base implementation. I am looking to see if there is a better way to add a new node / attribute than using XmlDocument.InnerXml. I would consider this to be a hack but couldn't really see another way of doing this without definin...
Create external database
Hi all. I need to create an external database (file). On a site I found this code: ------------------------------------------------------ Function CreateLinkedExternalTable(strTargetDB As String, strProviderString As String, strSourceTbl As String, strLinkTblName As String) As String 'strTargetDB = Source Database Name 'strProviderString = Not used, currently hard coded 'strSourceTbl = Source Table name in the database we are linking too. 'strLinkTblName = Table name we would like to see in the Access Database. Dim catDB As ADOX.Catalog Dim tblLink As...
How to create pie chart with %
I have got a problem that I don't if excel could help me to calculate the % within a column and draw a pie chart. My case is I have a column containing a series of numbers. e.g. 1,4,8,1,3,9,11,2,4,5,6,.........etc I want to draw a pie chart that showing 1-3 , 4-6, 7-9, >9 with the corresponding % inside that column. Can anyone tell me how can I make it ? Ray - You need to calculate the frequencies in your data. Let's assume your data is in A1:A12. In B1:B3 enter these numbers, the upper limits on the groupings: 3 6 9 You can enter ">9" into B4 witho...
Email address not created when a new user is created
All, This issue recently happened in my company. Upon creating a new user, the policy was set to create the smtp and X400 address automaticaly. Now when we create a user the smtp and x400 addresses are not created, and when attempting to setup the new user in outlook, the address cant be found. We are using exchange 2003 SP1 on Win2k3 servers. On Wed, 13 Jul 2005 06:49:07 -0700, "Bryan" <Bryan@discussions.microsoft.com> wrote: >All, >This issue recently happened in my company. Upon creating a new user, the >policy was set to create the smtp and X400 addres...
when form created
I have a form which was created by someone else (not a form template) which is like a questionnaire with empty boxes to be completed. When the boxes are typed in all the margins move to accommodate the words being typed. Is there a way to fix/lock the original form and then just fill in the blank boxes? I suspect this is set up as a table with auto resizing enabled. Displaying table gridlines (Table | Show Gridlines) will help you see what you're dealing with. Then select the table, go to the Table tab of Table Properties, click Options, and clear the check box for "A...
Exchange 2010 MRM, no log files being created
I'm hoping someone can help me with this issue....it has been driving me crazy for days. I have enabled MRM logging on our exchange server, and I can see that some of the policies are working when I run start-managedfolderassistant. We have a retention policy tag on the deleteditems folder, and this does work. The problem is I am not getting any files in the MRM log directory. C:\Program Files\Microsoft\Exchange Server\V14\Logging\Managed Folder Assistant Events 9021 and 9022 are logged in the Application log, but where are the files? Below is the output of my mai...
Creating a Brochure
How do you create a 3-column brochure from scratch for Publisher 2002? I can only find the directions for the 2003 version. Quick help would be appreciated, project is due Monday. Create a three-panel or four-panel folded publication http://office.microsoft.com/en-us/assistance/HP011646681033.aspx Scroll down to the section that says "Build a three-panel or four-panel publications from scratch." -- Mary Sauer MSFT MVP http://office.microsoft.com/ http://msauer.mvps.org/ news://msnews.microsoft.com "Derek" <Derek@discussions.microsoft.com> wrote in message news...
How to create Access macro shortcut
I'm still using Access 97 and saw something the other day that I would like to use that was in Access 2000. In an Access 2000 database, there was a .mam file in a directory that launched the Access 2000 program and ran a macro. How do you set this up? Can it be done in Access 97? If so, how? Hi. > How do you set this up? Select the macro in the Database Window and right click with your mouse, then select "Create Shortcut..." in the pop-up menu. Follow the prompts for where to place the shortcut and what to name it. The default is: <PathToDeskTopDir>\Shortcut ...
Users mailboxes not created when user created
I have a problem that recently just started happening on my exchange 2003 server. When i create a new user account and create the mailbox for exchange, once im done, the mailbox isnt created, adn if you go into the properties of the user account adn go to the exchange email address tab, there isnt an smtp or an x.400 address listed. I am having to manually create and add these, adn then go delete the exchange mailbox and recreate it. This is really annoying and would love to know if anyone has any ideas of how to fix it. Thanks Jason In news:9F836A43-98BF-435A-AA43-AFF10124BE3F@micro...
Creating an ad book
How do I divide a page into equal sections (halves, qarters, eights)? I need to scan and type ads and coupons into this booklet. New at this. After managing to set up OE-QuoteFix on his new PC, Ed reads a message from FRSH <anonymous@discussions.microsoft.com>... > How do I divide a page into equal sections (halves, qarters, eights)? Arrange > Layout Guides > Grid Guides -- Ed Bennett - MVP Microsoft Publisher http://www.mvps.org/the_nerd/ Before reading this message, view the disclaimer: http://mvps.org/the_nerd/disclaim.htm ...
CRM should let me create custom fields in batch
Hi, With MS CRM v3.0, when we have a group of fields to create, it would be faster to be able to enter the list and then submit the list for processing. Thank you. Felix. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/C...
Re: MS Outlook XP (2002) Message Rules Problem(s)
frustrating problem. been tackling it for days. problem: when i create a rule, or more than one, to autorespond with a specifi template (regardless of whether the rules does other things or not, i it contains an autoresponse, this problem occurs) the FIRST incomin email that matches the criteria gets a response and NO others. why this is a problem: IF, for example, i had a autoR setup to send a pic of my God daughte to everyone that messages with the subject line: send me a pic of her ONLY the first person to send an email will get their email. also, IF i had another one setup w/ the cri...
Access unable to create an MDE
I am getting this message when I try to make an MDE: "Access unable to create an MDE database" No error mesages or any other info is displayed. I haven't had this trouble before. Then I added a form, a couple reports, an create table query, modified a toolbar and added a module. Now I am getting this message. This database is a front end of a project with several linked table to a back end. Any suggestions? Thanks Jeff G Try compiling your application (under the Debug menu when you're in the VB Editor). Often an application will have some error that doesn't m...
create a database from which bibliography an be created
How do I create a database from which a bibliography can be added to the end of a Word document? I used the program RefManager, but that is too expensive for me to update. Does Word 2003 have such a program? Thanks Not natively. Have you checked your academic institution? They might have campus licenses which students can use at home. You could give Zotero a spin (www.zotero.org). Personally, I don't like it, but that's just me. Word 2007 comes with referencing capabilities, but they are limited in functionality. Anything special you want, you would have to add i...
Error creating activities from Cases
Hi I have an out of the box SBS 2003 CRM Setup I have installed Rollup1 and the new help files Under about MS CRM it has CRM 3.0 (3.0.5300.0) When we try and create activies from within a case, we get the following to errors in the event log We can create the activities just fromthe main web client menu ok The same thing happens in the outlook client (OL 2003, Exchange 2003) I found some links to verabose stuff, but they all applied to the have MS CRM setup on multiple server. We have tried it with and without Outlook open Anyhelp appreciated Event Type: Error Event Source: MSC...
Create multiple owner fields?
Is it possibel to create multiple owner fields in a form. We need to track the users who is working with an account. I know only own owner field is supported, but is it poosible to have one owner field and custom fields using the lookup dialog to map more users? // Mats Have you looked at creating a custom entity. Then have a Many to One relationship to user and a Many to One relationship to Account. "Langer" wrote: > > > Is it possibel to create multiple owner fields in a form. We need to > track the users who is working with an account. I know only own o...
create macro
Hi, How can I create a TWO seperate macros in a spreadsheet in Excel: there are icons/pictures which have a macro attached to it. How do I attach the macro? macro 1: to move to a different cell address like B158. macro 2: to print a certain range of cells. (say A158:G200) Thank u in advance Khalil One way: Put something like these in a regular code module: Public Sub MoveMacro() Application.GoTo .Range("B158"), Scroll:=True End Sub Public Sub PrintCertainRange() With ActiveSheet .PageSetup.PrintArea = "A158:G200" ...
Creating a duplicate worksheet
I have a spreadsheet which i wish to give access to other users. But I want this to be a master spreadsheet ,and create access to a constantly updated duplicate worksheet. This will enable other users the ability to ammend or adapt a duplicate sheet that will not affect the master. Can this be done? -- Thanks Paul Keep the master and distribute copies. -- Gary''s Student - gsnu201001 "Paul" wrote: > I have a spreadsheet which i wish to give access to other users. > But I want this to be a master spreadsheet ,and create access to a &g...
problem creating child for newly created entity
Referring to the code below. if I comment out everything after the first call to create, a project is quite happily created in CRM 4.0. If I create an application, and associate it with an EXISTING project by hard-coding the GUID, it works well (but this is not what I want!) When I try to create the application, associated with the project I just created, it times out. if I put a messagebox right after the first create method, I can view the ProjectGUID of the project that was supposedly created but it times out trying to create the application, and when I look, the project was not actuall...
Creating a Sum Column on a Table
I am trying to create a table that has 4 columns. The first three fields are test scores and the last is a column that I wish to have automatically sum the first three numbers. How does one accomplish this? Hi Pete Create a new query based on the table. In a blance column add something like this Result: Nz([TableName]![Field1],0)+Nz([TableName]![Field2],0)+Nz([TableName]![Field3],0) Change the TableName and field names to what they really are. The Nz function will replace a null with a 0 (which you need just in case any other fields are empty. In most case it's not a good idea to...