How to create a custom lead attribute and have it survive conversi
I'd like to create a custom attrribute for the lead record and have it
survive conversion to an account and opportunity record. How do I go about
Applies to CRM 3.0 SBE
The basic steps would be to add a corresponding custom field to your account
and opportunity entities, and then edit the relationship mappings for
Leads>Accounts and Leads>Opportunities. Save and publish your changes and you
should be good to go.
Matt Wittemann, CRM MVP
> I'd like to create a custom attrribute for the le...Dynamics GP 9.0 macro/script issue.
We have a macro that executes once a week to perform check links on
all companies in Dynamics GP 9.0. This script used to work fine but
lately the script does no log out and close the instance of GP after
finishing the script. First i though maybe it's getting stuck
somewhere in the middle of the script and that is why it does not log
out and close the instance of GP, but when i check the logs, it says
that the last statement executed was to log out and close the instance
This is the code that is last executed.
CommandExec form BuiLtin command cmdQuitApplication...migrate
How migrate server exchange 5.5 to another exchange server
5.5 with another site and organisation
I have an income list that reads:
counter check- beverly ann
counter check- debra beve
and so forth. There are 100+ names. For some reason the
list is not in alphabetical order. Is there a way I can
alpha this list?
...Microsoft CRM media reuse
My client has bought 2 sets of Microsoft CRM 3.0 server licenses for Test
and Production environments.
But they only bought one media kit and i was wondering this media kit and
the CD- Key can be re-use for both installations?
Or do they need 2 media kits with 2 seperate set of CD - Keys
One set is all you need - make sure they are the latest though - check with
the trial downl,oads as they are all the same
"Kyaw Zay Ya" <firstname.lastname@example.org> wrote in message
> Hi there,
&...rules not migrated when migration to Exchange 2000
...crm not moving order to GP
we seem to have problem getting order to come across to great plains all the
time. after the order is sent i get the TTL expired and it get lock up...
how can i unlock it so i can resend?
...Custom E-mail in the GAL ?
Is it possible to add a custom E-mail (SMTP) in the GAL WITHOUT adding a user in
the AD ?
Eg. mydomain.com for local users.. but also want other domain SMTP addresses to
be visible in the GAL. Eg. email@example.com etc.
Or better yet is it possible to import the contacts from my PST file ?
sure...just create a "contact"...not a user...
Susan Conkey [MVP]
"Doz" <Doz@Doz.Doz> wrote in message
> HI all,
> Is it possible to add a custom E-mail (SMTP) in the GAL WITHOUT adding a
u...EXCEL AND VB6.0
MY Application is a web application.Client from the user system can upload a
EXCEL file for processing at WEBSERVER.
The Requirement is when the processing of excel is going any bad records
according to busines rule if found need to be written into a new EXCEL file.
The VB componet used for it refer a EXCEL object but at server according to
client wouldnt be any "MS OFFICE" Installed thu my program to generate the
EXCEL obejct refernce is not working.
Is there any way by which without installing MS OFFICE at webserver i can
create a EXCEL file.
THis is urgent please...Migration to full 2003 exch and domain with badly named Directory
I have an NT4 domain with Exch 5.5 on a BDC. The BDC is named in the format
AA_BB, where the "_" character is not allowed under 2003. I understand how
to rename the serveron the domain only, before upgrading the domain, but
from the exchange point of view what do I do.
do I have to exmerge everything and then exmerge back into a full exch 2003
do I create a new exch 2003 server on a different machine but same site as
5.5 and use the move mailbox util
Ideally there would a utility I could run on the 5.5 server to rename the
relevant properites prior to a...Paramater box pop up even if customer selected in combo box
Have this code
Sub PrintReports(ReportView As AcView)
' This procedure used in Preview_Click and Print_Click Sub procedures.
' Preview or print report selected in the ReportToPrint option group.
' Then close the Print Sales Reports Dialog form.
Dim strReportName As String
Dim strReportFilter As String
Dim lOrderCount As Long
' Determine report filtering
If Nz(Me.lstReportFilter) <> "" Then
strReportFilter = "([SalesGroupingField] = """ & Me.lstReportFilter
& """)&q...When will RTM be available for VL and MSDN customers ?
We need to know when the RTM version will be available to VL customers and
to msdn ? We do not want to use eval version because obviously a reinstall is
needed to turn it into a fully licensed version -> btw ... this is not a very
smart choice imho ...why not simply enter a license key ?!?
I have been advised by my MS contacts that it should be on the VL site no
later than June 1st.
> Hi !
> We need to know when the RTM version will be available to VL customers and
> to msdn ? We do not want to use ev...How do you include a custom field in a time scaled data report
Does anyone know how to include a custom field in a time scaled data report?
I created a custom field, (text 8 = Projects) to organize my tasks by
projects, similar to organizing task by dept.. I would like to see actual
work organized by the projects. Is there a way I need to organize my project
plan for me to collect this data?
If I understand your question corerrectly, you wish to have a time phases
custom field simular to work or cost?
Unfortunalty Custom fields are not "assignment" fields and therefore cannot
be m...Creating Custom Events
What would be the best way to create, raise and handle a custom event from
Outlook? The scenario I have is that my client would like to have two levels
of reminders from an appointment in an Outlook calendar. i can use the
default reminder for one of them, but I'm not exactly sure about the other
I am using Outlook 2003, and can write any code in VBA, script, and Visual
Studio 2005 Tools For Office.
I need to do this as soon as possible. Thanks!
...CRM and Great Plains Basic Installation Instructions for Client
I did a search for installation instructions for CRM and it reported no
articles found. Just loading CRM can be a major ordeal with this fix and
that fix, and to not have an easy to find detailed instructions is just
confounding to me. How about just a basic list on how an installation of CRM
and Great Plains on the client system. Thank you.
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 t...Groupwise to Exchange Migration
I migrated my Groupwise account as a preliminary test, deleted all of the
individual emails in the mailbox, and then started the migration for all
users. During the migration (the 2nd time), all of my older emails did not
migrate the 2nd time, although they did migrate the first time.
Is there anything that I can do, or that needs to be done, to allow all of
my past emails to be migrated again?
Shadow Mountain Ministries
San Diego Christian College
Southern California Seminary
Christian Unified Schools of San Diego
...CRM not receiving all the E-Mails
I have SBS 2003, Exchange 2000.
I have reloaded the CRM, which by the way is not best idea when your new to
the product, but after doing surgery in the registry and getting the build
numbers correct - all worked again.
Now i have the problem that not all e-mails are routing thru to the CRM even
with the setting "on all incoming mail selected".
I was hoping that someone will have a bit of knowledge to share in this
Are only a few users reproting this issue? ie is email working for some
users but not all?.
you need to add an entry in the AD for ea...Custom Form Error, publih to server
I'm trying to publish a new form I have created on the Administrator account of the exchange server, in outlook. When I go to publish in the Org. Forms Library, I receive the following error, "An error has occured when trying to access this folder." As this is an admin account, I am trying to find out what the error is and why it's happening, but to no avail. Anyone have any ideas or suggestions
...outlook mail #3
my co worker set up my outlook to be my main source of
email, now i'm not getting my mail. i tested it and it
came back successful could i have missed something?
i don't know much about the ip address could this be the
problem, or my pop server address?
Are you clicking on send/receive, because by default there is no auto send receive feature in Outlook as there is in outlook express. It has to be set from tools-options
You mail will probably be locates in Microsoft Exchange. Right click on th e outlook icon & select explore. You will find all of your mail here. I am havi...Migration tool crashes when migrating from Lotus
I'm having problems with the migration tool when
migrating some users. What happens is that once it starts
up, the tool crashes with no error codes and the domino
server crashes as well.
I'm running exchange 2003 and domino 6 on win2k and I'm
migrating it all on the same box. I know it says not to
but I've already killed a test server because of this and
don't have another one handy.
As I said, I can migrate the majority of users fine, but
for some reason it does not like these users.
If anyone has any suggestions or has come across
something like this it would...Resources #3
We recently upgraded from 5.5 to 2003,
Before the upgrade, Resources used to forward, appointments to another users
mailbox, (Very useful as some required the ordering of refreshments etc),
however now the only way to acheive this appears to be to turn off, the
automatic acceptance, which defeats the idea of Resources, as two people can
then try to book the same resource twice at the same time.
MVP - Exchange
"Protecting the world from PSTs and brick backups!"
"Dave Cooper" <firstname.lastname@example.org> wrote in message
news:uVq...Exch 5.5 to 2003 ADMT \ ADC migration order question
I've been reading posts and performing tests in the run up to a
Exchange 5.5 to 2003 intra-org migration.
In everyone's opinion, which is the best order
-> ADC (not enabled)
-> ADMT to create new AD account (run in batches)
-> ADClean to marry disabled place holder and new account (run in
-> movemailbox ( in batches as part of rolling migration)
The above seems to have issues with no self rights so if you remove
SIDhistory after the migration is done, wont the systems permission go
bang as it's masking the lack of self rights?
-&g...sharing calendar with outside customer
Is it possible to share a calendar with a customer who is not on our
corporate network? The only way I can think of is to go through the same
process of creating a user account (as with an internal user) and then let
the customer connect to our Exchange Server using RPC over HTTP, but this is
going to use up one user license for each of our customer's representatives
who will be viewing the calendar. The customer will not be sending or
receiving email using the Exchange Server account, only viewing the
calendar. Is there a way I can do this without using up a license for ea...CRM Live
I haven't any reference to if or how CRM Live would accomodate SQL Reporting
Services. Any ideas?
Hi Don, we've been part of the Titan TAP, but I can't recall anything
specific about CRM Live and SRS reports.
CRM 3.0 reports will need to be upgraded to CRM 4.0 reports because of the
significant changes between report formats to handle the new reporting
connector (no more double-Kerberos hops to SRS), and other changes.
I'm sure you'll be able to develop SRS reports in Visual Studio and upload
them to CRM Live or use the Report Builder tool to develop basic reports ...AD users not available when adding to CRM?
I am trying to add new users to my CRM system and have had no problems on
the first 3 however the final 2 are having some issues?
When I use the wizard from deployment manager and it comes to the screen
where you can slecet users from the AD the people I want are not in the list?
They are in AD though? I have tried starting the 4 CRM services as an AD
administrator instead of the local account with the same results?
Why can I only see a limited list of users from the AD in the deployment
manager? I do think that the people I am trying to add are old emplyees from
our 2000 domain. ...