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...voting buttons not recording.
On occasions when voting Yes/No buttons (Outlook 2002)
have been used the replies do not always tally on the
original sender's e-mail. Any suggestions as to why and
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...Notification #4
How do I keep Outlook from putting an envelope in my lower toolbar when mail
It is just a distraction.
Tools > Options > Email Options... > Advanced Email Options > Uncheck the
Desktop Alert option.
"HP" <email@example.com> wrote in message
> How do I keep Outlook from putting an envelope in my lower toolbar when
> comes in?
> It is just a distraction.
Thanks for the reply Russ.
I went through the instructions but there is n...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...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,
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)
Where do i enable this button? No longer under the VIEW
menu in Outlook 2002 or 2003! Did MS remove it?
Also on older client such as Outlook 2000 the FROM button
no longer allows delegate roles. It appends the message
with a "Sent on behalf" warning which was working fine
without it before. What's the dilly? Only thing that has
changed in the environment is the introduction of a 2003
Exchange server. Any ideas?
For your first question -- are you using Word as your e-mail editor? If so,
you can find "From" in the Options dropdown.
For the second ...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,...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.
...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...How to customize column width in Ressource Usage report ?
When printing the Workload, Ressource Usage report, some of the durations
are stated as #####.##. I tried to make the font smaller but it did'ent help.
How do I make the report readable?
I am using MS Project 2007 SP2.
If you goto Reports, Custom
you can see all of the built-in reports and you can see what they are made
of and you will see that they use a filter and a table (and other settings
The column width of each field is a property of the table.
Find the report that you are interested in, then find the table that it
uses, then e...customize public folder
I have exchange server 2003, on a windows 2003 server environment.
1) I want to remove or hide the "favorites" folder under the public folder
2) May I not to use the existing public folder tree structure?
Public folder --> All Public folders --> (Company contacts)
Public folder --> (Company contacts)
On Tue, 30 May 2006 15:32:25 +0800, "Classmate"
> I have exchange server 2003, on a windows 2003 server environment.
>1)...Custom ActiveX control fails on release build
Some time ago I created simple custom control (.ocx) using Visual Basic
6. Recently I decided to also use my control in VC++ apps.
Using the ActiveX Control Interface Wizard and the Property Page Wizard
I added the appropriate handlers and a simple property page to change
the appearance, border, colors, and fonts. Nothing special there.
The control was installed and registered on the test machine through the
installer and is located in the system folder. On the development
machine the application runs fine and the new control works great. On
the test machine the dialog box fail...Installation Error while installating the MS CRM 4.0 RTM version
I am trying to install the Ms CRM 4.0 RTM version but at the end of the
instalation it throws the following error.
Action Microsoft.Crm.Setup.Server.ProvisionBusinessAction failed.
Could not find GUID for server: WIPROMSCRMDST$
Following is the error captured in log file, when trying to install the MS
CRM 4.0 RTM
Error| Install exception.System.Exception: Action
Microsoft.Crm.Setup.Server.ProvisionBusinessAction failed. --->
Microsoft.Crm.BusinessEntities.CrmSecurityException: Could not find GUID for
I hope someone can help me out on this one please!
I mixed a few new colors using RGB that I want applied to
certain cells on a spreadsheet that will be shared among
The problem is, I noticed that setting RGB only changes
the color pallette and if the user resets or changes their
color pallette, then my colors are all reset on the
spreadsheet (and they look bad!).
Apparently its all linked by the color index? i.e. If the
user changes their color index, that change updates the
Is there is foolproof (or at least better) way of applying
custom shading t...auto fill in customer when contact selected
I hope Bertil reads this :) or someone with the same knowledge :)
In a case when a user selects a contact is it possible to auto fill in the
customer related to the contact??
Any help mucho appreciated.
MS CRM Certified Professional
Chat with me on MSN / Gmail / Skype : ID Is :.. firstname.lastname@example.org
> I hope Bertil reads this :) or someone with the same knowledge :)
> In a case when a user selects a contact...