Custom Entity Relationship CRM 3.0
I have created a new custom entity (A) for which I need to create two
referential relationships to other custom entities (B) & (C). (A) is the
primary entity in both cases.
The relationship between (A) and (B) acts normally.
The relationship between (A) and (C) doesn't. When I try to add a (C) record
from (A), (A) displays two records in the (C) lookup. One "record" displays
data from system fields (created on and status). The second "record" displys
data from the primary field. I am not able to access (C) record from the
associated view in (A), but I can a...Custom toolbar and macros
I am moving a user from Windows 2000 to XP and he has a worksheet with many
custom Macros as well as the custon toolbar with it. We can move the
worksheet and the macros will move with it. The problem is moving the custom
toolbar with it. How do I get the toolbar to move along with the worksheet.
With the custom workbook active, choose Tools/Customize/Toolbars. Click
Attach. Attach your custom toolbar to the workbook.
In article <F0FC2885-07CB-4706-BC67-DEB7B664BACF@microsoft.com>,
"MD" <MD@discussions.microsoft.com> wrote:
> I am moving a user fro...toolbar customization
533 MHz Power PC G4 384 MB SDRAM
MAC OS X 10.3.3=20
Office X: Excel 10.1.5 (Service Release 1)
When I drag command buttons to Excel's Standard Toolbar I get grayed-out =
icons as follows:
Ironically the following buttons, dragged in precisely the same =
Standard Toolbar, work satisfactorily:
Any suggestions? Has MS discoveed and repaired these bugs for the May=20
While they're not bugs, they are confusing.
You probably dragged the Insert Rows button from the Edit categ...CRM in outlook
the CRM folder(s) are missing from within the outlook menu. But we are able
to view the crm system by typing the url in a browser window.
the error warning indicates that that CRM functionality fails to download,
and that a restart will help. after restarting a few times it is still not
working this is the case on many machienes.
...CRM Customization: Display Contact Info on Service Activity Form
We'd like to be able to open a service activity, and display all of
the associated contacts' information (name, phone, address) on the
same form. We have attempted to use IFRAMEs to load this information,
but have so far been unsuccessful in achieving the desired effect.
What is the best approach to take here?
I am trying to do the same...
What I really want is:
1) Service activity calendar view to show the customer name, number and
address in the mouseover
2) When a service calendar item is clicked on, I would like the contact
name, address and telephone listed in the main fo...Hidden report filter in CRM
I created a report that involves accounts, opportunity and opportunity
products. It works great in SRSS. After I import it to CRM, I clear off the
default filters on accounts and opportunity entities. There is no filter
visible on opportunity product.
The report when run in CRM does not look right. When I did a trace, it seems
that there is a filter for looking at opportunity products modified in last
30 days. However, when I edit the default filter, I dont even the opportunity
product entity listed there. My question is how can I remove this filter from
this report. I tried to import ...Tracking customer orders when receiving stock
With our current POS system we can place items on order for a
particular customer (whether we are holding the stock or not) and when
we generate purchase orders the system automatically pops up letting us
know we have pending orders for customers. We can then generate a
purchase order based on this information. When we receive the stock, we
can print out a report for that order that lists what stock needs to be
allocated to which customers.
Is there a way with RMS that we can do this? Unfortunately it is a
regular occurance that our stock levels can be incorrect, for instance
we may have a 0 ...Size of the drowpdow list of a combo box
Below is my attempt at creating a combo box. The item is correctly
displayed, but the dropdown list has a size of zero. How can I change this
so I can see the options?
Thanks for your help.
HWND hWnd = GetSafeHwnd();
CWnd *dialog = CWnd::FromHandle(hWnd);
ctlRect.left = 130;
ctlRect.top = 50;
ctlRect.right = 220;
ctlRect.bottom = 80;
outputVolumeCB = new CComboBox();
outputVolumeCB->AddString(&qu...Runnign MS CRM 3.0 Workflow services in a Cluster
We are having 2 CRM Web server in a Cluster, pointing to single DB server.
These servers are NLB.
Currently we are running Workflow services only from one server. We wanted
to run this service from both CRM web servers. Is there any known Issues with
running workflow service from multiple servers.
As I understand every workflow instance is tied up with CRM web server from
where it is gets triggered and such workflow instance can only be executed
from that web server.
Any information in this case is appreciated
...Customize Does not WOrk
When I clip the customize outlook today button, it does
not respond. Anyone have an idea of what the problem
Posted several times a day here:
OL2000: You Cannot Customize Outlook Today After You Install Critical Update
813489 for Internet Explorer:
"Glenn" <firstname.lastname@example.org> wrote in message
> When I clip the customize outlook today button, it does
> not respond. Anyone have an idea of what the pr...How to display HTML in Custom Task Pane
Does anyone know if it is possible to program a custom task pane in Office
2007 (using VSTO) to display hosted web content (i.e. HTML). How about
locally stored HTML? My team is looking at ways of providing modest on-screen
assistance to support our custom Add-in that docks nicely within the
application and can be coupled with a few controls. If it's not possible,
we're stuck using CHM. Thanks in advance.
...XY Scatter with Custom Labels
I have a list of products, each with an X (a dollar amount) and a
value (a percentage). Is it possible to have each point labeled with
custom value i.e.: Printer, or Digital Camera, rather than it bein
labeled with just the values being plotted ($1,000, 2% or $500, 7%)?
Any ideas are appreciated.
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View this thread: http://www.excelforum.com/showthread.php?threadid=47392
You can edit the text of a labe...Workflow email slow to send
When a workflow is ran and completed, the related email takes upwards of an
hour to be delivered. When sending an email to a user from the contact page
the email is delivered within a few minutes.
Are there any known settings I should check to speed up the email process,
perhaps an email polling timer somewhere?
thank you in advance
How is the mail being sent - are you using the email router to send mail
created by workflows?
"tim-tw" <email@example.com> wrote in message
> When a w...Change dates to a custom format via formula ... how to?
A2 has formula =NOW()
which makes date today in this format:
How can I get my custom date formats so that the above date shows up
In another sheet, I was kindly given this to make these types of
I tried this,
=NOW()&CHOOSE(WEEKDAY($A$2),"Sn","Mn","Tu","Wd","Th","Fr","Sa&...Find Empty Distribution Lists
How can export to a file a list of all Distribution Lists that have no
You can use CSVDE to dump these to a CSV file.
csvde -f emptyDistributionLists.csv -d "dc=my-domain-name,dc=com" -r
*replace dc=my-domain-name,dc=com with your domain name and extension.
MVP - Exchange
NEW blog location:
"markj" <firstname.lastname@example.org> ...CImageList: system image list and additional icon
I need to create a CImageList with the system image list and an additional
overlay icon. I read that the system image list retrieved using the
SHGetFileInfo API must not be modified in any way, so how could I do that? I
thought about somewhat duplicating the image list and then appending the
icon (code below) but that does not seem to work. Any ideas? The code must
run in any version of Windows. Thank you.
HIMAGELIST hSystemImageList = (HIMAGELIST)SHGetFileInfo(_T("C:\\"), 0,
sizeof(SHFILEINFO), SHGFI_SYSICONINDEX | SHGFI_SMALLICON);
i...2003 Inside Pages Bleed Question
I created a foldover brochure on 8.5x11 (4 pages). I have a background of
full color that crosses pages 2-3. Can someone please tell me how to set
publisher up to see this as one continuous page when printing?
Is your printer capable of printing full bleed? Basically you are setting up a
booklet, what are you seeing in print preview? Is the brochure when folded
actually eight pages? If this is the case, insert the background on page 2 and
3, copy, paste the copy, align one on the top the other, crop the top image left
to the fold, crop the bottom image right to the fold. It will pri...CRM 1.1 and SBS 2003 Compatability
I just received Small Business Server 2003 and I am eager
to install it, but I need to know if it supports CRM 1.1
or if there any patches that will make it work.
Also, does the CRM Sales for Outlook work with Office 2003?
I assume you mean CRM 1.2, since there was no 1.1 release, and yes, CRM 1.2
is fully supported on SBS 2003 Premium Edition.
"Nick" <email@example.com> wrote in message
> I just received Small Business Server 2003 and I am eager
> to install it, ...How to Customize Business Portal to show custom objects?
I need to Customize Business Portal to show my custom objects in "Primary
Publishing List ResultViewer Web Part","Rich List ResultViewer Web
Part","Form ResultViewer Web Part"?
I need to create pages similar to Customer Summary page in sales center with
my custom objects. How can i do that?
...drop down list selection
I have an estimating form that we use for estimating service jobs. I entered
a dropdown box at the very top to allow the user to select the correct
customer. However, there are special pricing rates that pull from another
sheet ('Special Rates') this sheet is in order by customer account number.
However, when a customer name is selected from the dropdown box in C83, the
formula set up in the preceding column E84, at needs to pull the correct
customer account number to allow for the rest of the sheet to calculate
properly is, =IF(E84=FALSE,LOOKUP(C83,CustomerName,'SPEC...Customer Report
Hello, I am hoping someone might assist me with a problem. I am trying to
customize a customer report to show the Notes from the customer file. It has
been suggested to me to run a query on this to pull the info I want. This is
great, but not ideally what I am looking for. I want anyone in the office to
be able to run the report and filter it to their specifications. For example:
we have an anual catalogue and we do not send it to everyone on our mailing
list. We want to send it to local customers who have spent money with us or
who specifically request a catalogue. We have used up all ...GPS Customization Query
Is there a way to avoid/remove "Quick Links" and "Help"
links from the Business Portal Site for the end users?
Any help on this would be very handy.
...Microsoft Dynamics CRM 3.0 Implementation For Large Corporation (August 2006) #2
Microsoft Dynamics CRM 3.0 Implementation For Large Corporation (August
(Sales Module,MS CRM Security,Integration with Microsoft Dynamics GP
9.0/Microsoft Great Plains,with IBM Lotus Notes Domino,International
...change local customer to global customer
I am trying to change the local customers that i have in my store database to
global customers in hq
I ran this querie in store administrator
UPDATE Customer SET GlobalCustomer = 1
Then ran worksheet 401 in hq, but the customers did not update, then
Can someone help?
Had the same issue ... this worked for me - need to set globalcustomer = 1;
need to set lastupdated = getdate(*); need to set storeid = 'xxxx' (whatever
is appropriate for you). Go into SO Manager and configure ENABLE GLOBAL
CUSTOMERS and NEW CUSTOMERS DEFAULT AS GLOBAL. Need to run 401 TWICE (once...Custom X-axis
I need to create a custom x-axis in which the values
double at each interval.
i.e. At the first interval the value must be 20, the next
25, 31.5, 40, 50, 62 ...20,000. Even though the numbers do
not have an similar differences (e.g. 25-20 is not equal
to 62-5) I will still need these values to be equally
Thanks for any help you give, it's greatly appreciated!
PS. If you want to know what I'm doing, I'm plotting an
amplitude:frequency graph, where each spacing between each
frequency is 1/3 of an octave.
Two options. Make a Line chart,...