Carry forward of Activities
I have a lead and there are activities entered for the lead. When I convert
this lead into an Opportunity, Account or Contact, can I also move these
activities along with converting the lead.
Kindly help with your thoughts.
No, you can't. The reason is that CRM (unlike some other crm products) only
links one entity to each activity.
If I wanted to bring a copy of activities from Leads over to an Account, I
guess that I could create a PostCallback function on the create of the
Account to search for Activities from the related lead and then duplicate
them...Going Live with GP
I plan to start using GP Sept 1. We have not transferred any historical
transaction from the old accounting system.
All of our Vendors, Customers, Inv Items etc. are entered and we have tested
all functions of AP AR GL.
Does anyone have a checklist of things to do when starting with a new GP
I understand the basics things such as
Enter open invoices in AP and AR
Enter open POs
Enter begining GL account balances fromt the old accounting system
Begining bank balances and so on.
I just want to make sure that I'm not overlooking something so a check list
from someone ...Cannot copy/paste in tables
I have been using publisher for years, and have used this
same version (Publisher 2000) for three years. I work
with a lot of tables and I have been able to highlight an
entire cell (or several cells) and copy and paste them
somewhere else in the table.
Suddenly (perhaps after one of the many "upgrades" from
Microsoft), I am unable to do this. I have a monthly
project where I have to copy/move information from one
cell to another continually, so to suddenly not be able to
do this is very frustrating. Anyone know of a reason, or
better yet, a solution to this problem? ...VCard and Activities Tab
I'd like to send co workers my vcard, but it shows all of my
activities on the activity tab. I'd prefer that this couldn't be seen.
It's Outlook 2003 btw.
No, it doesn't. You can stop being paranoid about this. No one is =
monitoring the activities in your Outlook folders. A vCard is a text =
file that contains information about a contact. You can see this for =
yourself by opening it in Notepad. It contains no information about =
activities. REPEATING: It contains no information about activities.=20
The Activities page builds a list *on the fly* of item...unable to set a record as private (activities)
Microsoft CRM v3
Customers and prospects are requesting the ability to mark a record
(primarily notes and emails) as private such that only the owner and other
internal party users on the record are able to open it.
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...Assign Activity to Queue in Workflow
In the regular user interface we can assign an activity to a user or queue,
however in a workflow we can only assign an activity to a user. Why is that?
Is there any workaround other than an assembly?
You can assign an activity in CRM 3.0 to a queue via workflow. If the primary
entity of the workflow is an activity, add an "Assign entity" step to the
workflow. In the Assign Entity dialog, you will see a three radio button and
the bottom one for Queue should be enabled. Click that and then click the
"Assign to" button
"Dynamics" wro...Migrating data from GP to GP
I have a GP7.5 installation when all data is, and a new GP8 installation on
a different server.
I need to migrate inventory data from the GP7.5 to GP8.
I know that i should use the integration manager. But using it means that i
should know the data source structure which is GP, and this is very complex
because i need to migrate all inventory module, not a few data.
PS: i don't what to make an upgrade because other modules are different in
the 2 installations.
Does anyone have any idea on this issue?
Have tried just using DTS within SQL Server choosing your 7.5 s...Activate and deactivate a order
it is possibile "activate" and "de-activate" a order?
In the CRM the status possible are: active, annull and submitted. I would
like change the status if a attibute of account are null or not null.
Thank you, Sergio
...Schedule service activity duration problem
I'm trying to increase the "Duration" time in the Schedule Service Activity
screen to 15 days.
Anything above 10 days and a message appears "The duration of this
appointment is invalid".
Any assistance would be appreciated.
...GP concurrent user and SQL 2005 CAL
assuming a 10 con-current licenses being installed on 15 workstation, with 15
users in GP.
How many SQL 2005 CAL is needed ?
Server plus user client access license (CAL) licensing requires a separate
Server license for each server on which the software is installed, plus a
user CAL for each user accessing the server.
The user CAL model will likely be more cost effective than device CALs if
there are multiple devices per user (for example, a user has a laptop and
handheld computer accessing SQL Server).
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business...update another table afterinsert
Hi, relative newbie question:
I've got a datasheet form which I'm using for stock in/out recording
which adds a record for each stock transaction in a stock table (number
of stock in and out etc.) , I also have a total stock level field on the
products table - I want to add\subtract from the stock total in the
products table when I add a record to this stock transactions table in
the datasheet - what is the best method to do this? I was thinking do a
sql update in code on the Form_AfterInsert event - am I doing the right
------------------------------...Questions about GP Client upgrade configuration
I'm getting ready to install a Service pack for GP7.5 and my ultimate goal
is to get ready to upgrade to GP8.0. However right now upgrades are very
tedious and below is the whole story.
All the users/clients are identical!
Let me describe what we have done in the past to upgrade and what I want in
In the past we sat down at each client machine performed the install. Then
we logged in as an administrator (Ethoseries required this I think) so the
product can finish loading what it needs. Again we do both steps on every
In the future what I would like to do is in...ALTER TABLE and ANSI_WARNINGS
We are running SQL Server 2008 enterprise.
I am attempting to change the data type on a column from int to bigint using
the following command:
ALTER TABLE dbo.jkAudit ALTER COLUMN jkAudit_UID bigint
When the above command is executed I get the following error:
Msg 1934, Level 16, State 1, Line 1
ALTER TABLE failed because the following SET options have incorrect settings:
'ANSI_WARNINGS'. Verify that SET options are correct for use with indexed
views and/or indexes on computed columns and/or filtered indexes and/or query
notifications and/or XML data type methods and/or ...Pivot Table Count Issue
I'm using Excel 2003. I'm a high school guidance secretary. The
administrators are constantly asking for data relating to course failures.
From our school's student management program, I've exported a listing of all
course grades for the year and used the data to create a pivot table.
Right now, I'm only using row fields: StuName, GradeLVL, TermID, StoreCode,
I've filtered the data to only show records with a TermID of '1901' &
'1900'. (Semester 1 Final or Year Long). I've also filtered the StoreCode to
only...Pivot tables #2
Does anyone know a good place to find information about pivot tables and how to use them?
where one link leads here
"alex" <email@example.com> wrote in message
> Does anyone know a good place to find information about pivot tables and
how to use them?
Also see PivotTable I, II, and III at MS site.
http://office.microsoft...Stuck on Simple Query and Form from 2 Tables
I know I should know how to do this and have probably done it before, but
can't seem to get it right:
Tables: Households (Many) Committees (One)
Fields: (Standard Contact Info Fields) (Chair & 12 # fields for Members)
Many to One Join on Committees.ID to Households.Committees_ID
I want to be able to build a Committes query and form that 1) in the form
selects a name from a Households.Head dropdown list in each Member (1, 2, 3,
etc) field; 2) after selection, displays Phone and Email info beside each
Committe.Member's name; 3) stores relation...Pivot Table xl2007 Q
I currently have a PT in xl2007 with dates in my Column Data (From 1/01/2010
to 5/31/2010); I've currently filtered to show only 2/05/2010 to 2/25/2010
(the only actual February dates). How can I extract the Lowest current date
(2/05) and the Max Current date (2/25) out to cells D1 and D2 so when I
print the report these
dates are visible to the reader?
...Fabrication and GP
I need to know how to process a transaction in GP. We are a sales -
distribution center. We do some light fabrication. We need to find a way in
GP to take one part or more parts, do fabrication work with them, then put
them back into the system as a new part. For example, we take drum rollers
and send them to a local fabricator who drills holes in them, inserts
"brushes", then sends them back to us as a brush roller. They charge us for
labor and the additional material and we have a new part.
Currently, we either treat it as a parts sale / purchase. That part is
clean, but a...Upgrading from GP 9 to GP 10
While trying to upgrade from GP 9 to GP 10, I get an error when selecting
the instance of the already installed GP 9: "Index was outside the bounds of
the array". Any ideas?
...GP 9 Upgrade and SQL Server 2000 sp4
per microsoft's documentation sql server sp4 must be installed before
upgrading to GP 9. does anyone know if the sql server sp 4 install is
necessary for the GP 9 upgrade? microsoft's documentation indicated that all
service packs for GP 8 must be installed before upgrading to GP 9, but after
speaking with support, they said the GP 8 service packs aren't necessary.
bottom line: i'd like to avoid the sql sp4 install if necessary as i had to
rebuild my test server after installing sp4 last week.
Since the database requirements for GP 9.0 list SQL 2000 SP 4 a...Payroll GP 10.0
Got this from a client and not sure what they are doing, but never heard of
this any help would be great.
As I am reviewing the Payroll Deduction Journal from the payroll I just ran
yesterday, I have identified 5 employees whose deductions & benefits did not
calculate. I happen to be one of the 5. There is $$$$$ that did not come
off my pay as deductions; including my 401K. The common denominator seems to
be when employee changes are made, deductions & benefits are made inactive;
even though those benefits & deductions have no part in the changes being
made. Pardon me, ...activate
I have an MFC-application where I have opened several modeless dialogs with:
How do I make one of the dialogs the foremost window (bring it in front of
every other application) i.e. make it the active application?
SetForegroundWindow() should do the job.
On Fri, 25 Jun 2004 17:13:38 +0200, "David" <firstname.lastname@example.org> wrote:
>I have an MFC-application where I have opened several modeless dialogs with:
>How do I make one of the dialogs the foremost window (bring it in f...error in GP
When I try to generate a Historical Aged Trial Balance my computer freezes
then gives me this error message. "The stored procedure
pmHistoricalAgedTrialBalance returned the following results DBMS:208, GP:0
This is path I use to get to the report: Reports/Purchasing/Trial
Balance/Historical Aged Trial Balance.
We have been having problems with other reports because of the change from
2005 to 2006.
I appreciate the assistance.
This is Lisa. Thank you for your inquiry on the Historica...Dragging in values from on table to another...
Hi guys can you help me?
I am struggling with a slow spreadsheet
I use aprox 250 Vlookup formula to drag through information from
sheet to display in a formatted sheet, this makes re-calc a 'cup of te
and cookies' task....as I am now getting fat off cookies, can yo
explain if VBA would be a lot quicker and how I would go about it?
This is the current state of play:-
Sheet Range Called 'QuestionData' is as follows
45012 Apples Green
49018 Oranges Orange Round
85221 ...MS CRM integration to GP
Can any one update me wheather the mutiple company
databases can be integrated to MSCRM.
The senario is this.
a company has mutiple entities using GP 7.5 and unique sql
databases,require to integrate mscrm with gp.
The integration that is supplied by MS only allows you to integrate
with 1 company DB. You could probably use some of the components that
are provided, but you will need to develop some of the integration
logic yourself to address this.
On Sat, 24 Jan 2004 05:34:31 -0800, "email@example.com"