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...Statements: Numbering and then being able to apply based on state
Have a client who can have 20,000 invoices for a customer in a month. The
customer only gets a statement. Would like to be able to number statements
and then if the customer pays the full amount be able to pay based on the
statement number. Thought about using lockbox processing to try and set up a
format based on the electronic data that comes back with the check as well.
But need to find if anyone has a solution for the statement numbering
We created a customization for a customer about 5-6 years ago that does
something like this...it was pretty involved. From what I recall, ther...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...Item number/location code does not exist in inventory error
I'm using eConnect to do an SOP transaction and it has been working for
months but with a new customer and a new site I'm getting an error. The
error is: "Item number/location code does not exist in inventory". The same
transactions are still working with other customers on other sites so it
seems like it must be a set up issue in GP. The customer and site look like
they're configured the same as the ones that work so I'm stumped. Does
anyone know what the issue might be?
Have you confirmed that the item number has been assigned to the new sit...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 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...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 ...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...bin number on sop report
Hi all we are using gp 9.0 and would like to add bin numbers to the sop blank
invoice form and are having some problems does anyone know how this can be
Due to a report writer limitation of only being able to have one 1 to many
relationship from the SOP_LINE_WORK table, it would take a fair amount of
work to add the bin. Currently the Serial/Lot information links to the
SOP_LINE_WORK table and that is a 1 to many relationship.
If it so happened you do not use serial/lots it would be easy because you
could remove the serial/lot information and table that is used in ...extracting numbers from data
Is there a way to extract the numbers, remove them and place them in an
adjacent column from the cells in the example below? The LEFT function
does not do the entire trick, since the amount of numbers differs per
cell and I still need to delete the number in the original cell.
...matching a column of numbers to another in another spreadsheet
I have a spreadsheet of shortpayment amounts and their invoice numbers on one
spreadsheet with a column of credit amounts with their invoice numbers on
another spreadsheet. I need to match the credits written with the
kinda like this
spreadsheet 1 spreadsheet 2
inv # amount date Credit #
122334 15.00 11-25-09 675555 15.00
223345 22.00 10-20-09 754444 22.00
naturally...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.
...Adding + in front of a number
I have a column of numbers which represent a change in value over the
previous year. I want to have a + in front of the number if it's a positive
Let's say my first number is 500.
My problem is that I can write something like, if(a1>0,"+"&a1), but when
then I can't format the number.
If the number is in the millions I can't provide a comma as a thousand
separator and I cannot tell it how many decimal places I want to show. Is
there a really easy way to do that, or do I have to write a huge formula to
precisely spell out the formatting within...HLookup and Row Index Number
Hello. I am currently using the following formula, but want to
Currently it is retrieving the number in the fifth row, but I am
concerned that the number will change if the reference worksheet is
Is there a way to have Excel look up a value that is in a row with a
certain label (eg, "Average Size") instead of the fifth row? Thanks!
You can, using the MATCH() function on the row with the labels. Look in HELP
But of course it would have been better if Excel could do it the way you
describe, at lea...Word text copied into email loses formatting alignment
When copying a Word document (containing indented and numbered paragraphs and
bullet points into an email, the left alignment of the document loses its
justification. How can this be fixed?
If the formatting is important, send the document as an attachment.
You have no control over how the recipient sees the email.
If you are concerned that the recipient might not have Word, use one of the
free pdf converters to convert the document into a .pdf file.
Hope this helps,
Doug Robbins - Word MVP
Please reply only to the newsgroups unless you wish to obtain my s...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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You can edit the text of a labe...memory limit on the number of sheets created
is there a limit on the number of sheets a macro can create? I notice
I have a macro that creates sheets and it works up to sheet 26, after
sheet 26 it crashes. I read on line that it is limited due to
memory? Is that the ram on each computer ?
There is no limit imposed by the macro itself.
As you have found, the only limit to the number of sheets, is the available
memory (RAM) on the system.
In most cases you can go way beyond 26 before hitting memory limits.
I would think it is something to do with your code.
Post the code, and maybe we can help.
...Using either 'Conditional Formatting or VB' to color specific Cells
I'm new to using macro's within Excel, please forgive my ignorance in
Does anyone know the best way to color cells within a worksheet based
on data in other rows within the same worksheet? I've used Conditional
Formatting but it only lets me use (3) colors. I need to use about 10
Basically I have data in columns A - P, in columns AI:AJ I have data
that I want to show as a specific color in rows A - P if it exists.
Can someone give me an example that I can use and modify to do this
I assume that you want an easy way to visually identify ce...Conditional Format: Dates
Date is displayed in cell like this:
Thursday, January 01, 2004
Currently, cells have no cell color format.
How can I set formatting so cells containing 'Sunday' are a different color?
Is there a formula I can use or some function that will do this for me?
If the dates are text use
in the formula is box, if they are real dates use
format>conditional formatting and formula is
"JEM" <email@example.com> wrote in message
&g...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,
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 ...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?
...MSCRM 4.0 Account automatic number
I want to have an automatic account number when i create an account. do you
have any idea to do this.
Thanks a lot for your answer.
Frédéric BAILLON wrote:
> I want to have an automatic account number when i create an account. do you
> have any idea to do this.
> Thanks a lot for your answer.
There are many possibilities:
You can make a plugin that reads and increments value in a config file,
or work with a plugin that inserts and reads SQL table with identity
column (auto incremental column)
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,...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.