I am trying to create various many-to-many relationships to the
Contract entity. One example is linking Contracts and Contacts via an
intermediate custom entity called Contract Contact. A Contract can
have many Contract Contacts and a Contact can have many Contract
Contacts, so this should achieve the many-to-many relationship
However, when I create my new Contract Contact entity and create a
relationship to both Contract and Contact entities I encounter some
Firstly, I cannot create a new Contract Contact from a Contract, I
don't get the new button, but I can fr...Cannot close the Customer/Vendor Relationships window
One user accidentally opened the Customer/Vendor Relationship in one of the
forms in Sale module. She doesn't have access to add or delete a customer or
vendor and this prevents her from closing the window. She tried the
File->Close but the system is asking if she wanted to add the customer. If
she clicks cancel it does not close the window, if she clicks Save it says
that she doesn't have the proper security rights.
Kindly advise how the user can close the window without using force logoff.
Click anywhere on the first line in the grid, then go to Edit &...relationship
I'm not sure how to go about this. Can someone point me in the right
I have two tables. There are two fields in one table that will match two
fields in the other table. When I change the CurrentRevision value in
tblRevisions, I want matching record in tblOnTimeDelivery to change the
CurrentRevision value also.
Here's what I have:
and other fields
and other fields
Thanks for your help,
From your description, I'm having a bit of t...Extended Amount in Opportunity Product Form
In the Opportunity Products form there is a field called Extended Amount.
This field is supposed to calculate the amount after taxes and discounts are
applied. For some reason this field is grayed out and does not work at all.
Does anybody know why this field doesn't work? Thank you in advance!
...Querying one-to-many relationships
I have two tables, one table with one primary key and one table with several
NDC APPL_NO APPL_TYPE_CD
57866660701 074105 2
57866660701 074140 2
57866660701 074207 2
57866660701 074410 2
57866660701 075927 2
57866660701 076494 2
There are a two things I need to do after joining these two tables. One is
to find out if there are any records in the second table with different
values in the "APPL_TYPE_CD" field for one NDC number. The other is to only
return the first record from the second table, not all...opportunity 04-29-04
When I close an opportunity, on the fenetre which opens appears the field "description"
I inform it, and close opportunity
But where can I find then what I had put in this field??
If you close your oppty, and fill a description, you can find your comments by selecting closed oppty. You choose your oppty and you can find the reason why you 've closed it.
...Allow customization of relationship view columns in the account
When viewing the "Relationships" section for an account, we cannot change the
columns displayed in customizing and are limited to Party 1 Role 1 Party 2
Role 2 which is very limiting. It would be usefult to be able to add
additional columns to better descripe the relationships based on fields
maintained in the account or contact record.
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, follo...Entity Customer Relationship
Under the Account Entity, there is Relationships. Clicking on Relationships
will bring up the Customer Relationship Entiry. In that Entity, Role 1 and
Role 2 are picklist with Campaign Partner and Referral. When I tried to edit
this entity, Role 1 and Role 2 are of type lookup instead. Can anyone please
advice how I can change the values of Role 1 and Role 2?
Many thanks in advance.
To add new relationship role go to Settings->Relationship Roles and click the
new button. You need to have atleast ReadRelationshipRole privilege to see
the Relationship Roles ...Better relationship
Let's say I want to link two columns in two different tables. Column from
table1 is data source for the column in table2. Should I connect both
PrimaryKey of first table to the relevant column of second column?
Which relationship would be better?
Syed Zeeshan Haider
Learn about famous muslim names at http://szh.20m.com/learn/aboutnames.html
On Sun, 8 Apr 2007 19:31:41 -0500, "Syed Zeeshan Haider"
Ok- so I have created a table for my contacts called Person (with address,
phone, etc) and table for Group (with speaker, author, attendee) and then a
table for PersonGroup and created a one-to-many between the two.
Then I tried to create a Lookup wizard for GroupID from the Person table in
order to be able to select the groups that the person are a part of.
But yet when I go to forms- nothing. Everything seems to save ok in tables
and then I create the form and there's nothing in my drop down.
Is this the wrong way to create the tables?
I want to be able to fill out my Per...CRM 3.0
I have problem with synchronization MS CR 3.0 server and Outlook client
after assign opportunity to new owner.
In CRM server everything looks good - it's mean that if I assigned
opportunity to new owner, every records (opportunity, tasks, contacts with
relationship to opportunity) has new owner. It's good, but...
When old owner and new owner of opportunity synchronized theirs Outlook
clients and they are looking for a tasks from opportunity in theirs outlook -
calendars, they found a problem - old owner has still tasks in his
outlook-calendar and new owner didn't f...How to remove cascading of relationships
we have developed an application using SDK that import several thousands of
entities and activities - using a separate database - into CRM 3.0. After
several minutes the application fails on any activity. This is followed by
more related errors.
During our analysis, we might have identifed the root cause, which seems to
be: The cascading levels of the relationships
Somewhere in Internet I read about "remove the cascading as much as possible
during import". However it was not stated how this can be done in detail.
Any help is highly appreciated.
Thanks in advance, Fritz
...Closed Opportunity Description
When choosing to close an opportunity using action/close opportunity and
selecting lost/cancelled, our sales group can also input a description.
I am trying to extract through an advanced find the description for an
opportunity that was closed as lost/cancelled and cannot, for the life of me,
figure out how to get to that information. I can see status and status
reason all day long but no such luck on the description for the form that
allows you to close the opportunity.
The description that is entered is placed in an activity related to the
Opportunity. It is a CloseOpportuity typ...Syncronising contacts by relationship type
I am using CRM 4 with the outlook client. My contacts syncronise perfectly
however I also want to see all the contacts for our partners (which are
created by another user). I tried to setup the data group options in the
CRM add-in in outlook but the contact will not replicate. Please could
someone advise how I setup this data group. Basically I need all accounts
and contacts that are marked as the relationship type "partner"
Posted by NewsLook (Trial Licence) from http://www.ghytred.com/NewsLook/about.aspx
...customize Customer Relationship & Opportunity Relationship entity?
We have tailored MSCRM 3.0 for a client to be more of a Relationship
Management System than a CRM system. We have managed to rename the
Opportunity entity to Projects. However when it comes to creating a
Relationship linking to Account and Contact, the forms in which you do
so are till referring to 'Opportunity Relationship'. This is the same
case for the 'Customer Relationship' form -I wish to remove all
However, despite Customer Relationship & Opportunity Relationship being
referred to as a customizable entity, none of the attributes can be
ch...MS Project Developer Opportunity
I am working on an implementation of MS Project, Project Server, coupling it
with SharePoint, and using some Excel automation as well. I am looking for
a few people in the mid-Atlantic area (Philly area) with expertise in:
MS Project Automation
MS Project Server implementation
Integration of Project with SharePoint
MS Excel Automation
If you have experience in any of these areas and are able to work in this
area for a project that might span a few months, please let me know.
...1:N Relationship and auto-Share
I have an entity called Factory that is organization owned, everyone is the
organization is able to view it. I have created a 1:N relationship between
Factory and Contacts. I would like to make this a parental relationship or
configurable cascading, but I cannot because Contact already has Account as
its parent. My goal is to make any contacts associated with a Factory to be
automatically shared with everyone in the organization. Does anyone have any
ideas how to do this with workflows or scripting or something else?
...Customer Relationship Management (CRM) Info 04-26-06
Customer Relationship Management CRM Info, informations, CRM
Implementation, CRM Solutions, Analytics, CRM Advices, Secrets, Tips...
Read more at: http://freewebs.com/crm-info and find out CRM true
...Create an opportunity from a lead
I am a new user to CRM.
When creating an opportunity from a lead, do you need to create an account
If find that if I don't I lose all the customer's details in the lead.
I need some basic information of the lead process.
Yes, check the boxes for each. The process is thoroughly
non-intuitive (why would we spend all that time entering
data only to have to enter it again?) but that appears to
be the way to retain your data.
>When creating an opportunity from a lead, do you need to
create an account
>and con...table w/ multi relationships frozen to view 1 relationship only?
I construucted a table that has many relationships from several junction
tables. After creating the first relationship, a view of the table showed the
relationship field with a column of plus signs in the left-most column
correctly. After clicking the + sign the underlying data displayed correctly.
We created the second relationship. Initially when we tried to view the
Table a database window displaying all the tables came up and we selected the
second junction table we had created the relationship for. When we closed the
table and re-opened it for view, again the selection window came u...Long delay when attempting to open notes in Opportunities
When I open an opportunity or contact record within the Outlook client or Web
client CRM 4 I am experiencing very long delays for the notes to open.
Does anybody have any ideas to fix this issue?
Can you import people and an organization (e.g., nonprofit where they sit on
a board) into Visio and have it map all the relationships? We are trying to
find a software that we can upload our own information and have it show us
who is connected to what org. Any help, advice, suggestions?
Visio has org chart capabilities, and has a "Wizard" that will allow you to
either import or export information. Thus, you can create the org chart
manually, or pre-define it in, e.g., Excel, and then import it. Pictures
can be added to the Org Chart shapes if desired...Role Callout?
I read in CRM SDK that callout is supported for role entities. But I
have tried it so far, there is no callout being triggered, when I
update Security Role, although I have set it up in callout.config.xml.
I try it with another entity, it works properly, but not with role
Does anyone try to use callout on role entity? Or any workaround? I
just need to trigger sending email to administration, everytime role
entity is updated.
...Relationship mapping help (CRM 4.0)
I've created a new field in Lead and Account sections. The idea is that the
user creates a lead and fills in this text field (nvarchar, length 25). I've
edited the relationship mapping from Lead to Account so the related field in
Account is filled in when the Lead is converted to an Account. I also want
the field editable in the Account form so that it can be altered later on.
I've created 4 new fields in both Lead and Account (all are simple text
fields), and 3 of them work but the 4th mapping doesn't. I get the error
message asking me to check a list of things but...Many to many relationship
Anyone knows how to create a many to many relationship between two entities?
I created both a "many to one" and a "one to many" relationship between two
entities and it worked. But then when I tried to enter the data to have, for
example, many support people speak to the same customer and many customers
speak to the same support person, I could get it done.
Thanks a lot
Notice in CRM how the "Quote" has many "Quote Products" and the "Quote
Products" has one "Product". In CRM, if you were to create a
relationship from ...