Additional lookup for contacts on opportunity form
I try to customise CRM 3.0 without any training - therefore a question
for which I need some help.
On the opportunity form exists a look-up (potentional customer) for
contacts/accounts. I'd like to add an aditional one to the form (to
replace the decision maker).
I tryed to create a new field on the opportunity entity but there's no
field-type "look-up". It's also not possible to create a new
relationship to the contact entity (both system entity's).
Does anybody of you know how I can do this? (if yes - please explain it
A VB Code is used that has the following line:
Me.Visible = False (Me refers to the forms names frmBirthsearch)
After this line a second form (form2) is opned based on a query that reads
two dates from the frmBirthsearch using the line code:
DoCmd.OpenForm "frmBirthdates", acViewNormal
at this point frmbearthsearh is hidden.
What command shold I add after this in order to close the frmbirthsearch?
...Designing Report Troubles
We just tried to customize a report with Visual Studio 2003
We followed the instructions from the book Working with Dynamics CRM 3.0
from MS Press.
We downloaded the reports, we set up a project,..
... not made any changes yet ..
... but the report is not able to preview and brings up the following error
"No connection to Adventure_works_cycle" even we made a connection to sa ..
and the connection was tested successfully.
Why is the report drying to use a database that is not installed? (I know
what the adeventure works cycle database is :-))
Why is AWC named in the "...Close Event for the Database (?)
Is there a close event for the database?
I have forms referencing other forms, and if the user closes
Access without backing out of the forms, an error message
pops up. It would be hand to just trap that error in an "On
close" event for the entire db. Of course that might be a
horrible thing when other errors are happening on close....
...make colour in rows stay
How can I lock the fill colours in a row even when I change around the data
or sort alphabetically?
Thanks and God Bless,
Regards Ron de Bruin
"Crowraine" <Crowraine@discussions.microsoft.com> wrote in message news:ED158D7D-62AB-4DA8-A948-2A6556D8047C@microsoft.com...
> How can I lock the fill colours in a row even when I change around the data
> or sort alphabetically?
> Thanks and God Bless,
Env: CRM 3, VS 2003, remote connect to CRM server.
I've created a QUOTE in VS2003 and when viewed using PREVIEW from within the
VS environment it produces a beautiful QUOTE (at least in my opinion). When
printed, again from the VS environment, it is perfect. When I upload the RDL
file to the CRM server, create an new REPORT using this RDL then produce a
REPORT, the formatting is all over the place. When I inspect the source (in
VS) there are no fields that extend past the defined size. It appers that the
CRM report engine randomly adds CRLFs all thru the report ... ???
...Toolbars won't stay in position as placed.
Every time I open Visio the toolbars are not as previously positioned. I
would like to create a consistent layout so I can easily remember where a
tool is located.
I understand toolbars change, for example when I view a shapesheet, and
I currently place all frequently used toolbars together at the top of my
drawings in the standard fashion using four rows. When I first open Visio
there are large gaps and they are scattered. Any way to lock them into
position? Thanks in advance.
Visio Standard 2003 SP2 (11.5509.6568).
...Keeping a table in a form editable and checking that fields are filled in before allowing a save
Firstly apologies if this is the incorrect forum but I was looking for
a general word forum and could not find one. Please point me to one if
I am trying to create a form where I want to specify what items need
to be filled in. (Review minutes from design reviews). I want to make
certain fields mandatory like the date, attendees and check list used
and want to block saving of the document with a warning until they are
filled in. Is there a way of doing this?
Also as a part of the review actions are filled in to a table.
depending on how many actions there are the table...Cannot close opportunities #2
I upgraded from CRM 3.0 to 4.0
We encountered issues with SQRSS - I had to uninstall and reinstall SQRSS.
I am now encoutering issues when closing a new opportunity it error out
throwing an Exception of type "System.web.HttpUnhandledException'
[NullReferenceException: Object reference not set to an instance of an
at Microsoft.crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e)
at System.web.UI.Page.ProcessRequestMain(Boolean includesStagesBefore
A...Error 2455 Closing Access 2007 database with form open
I have a form with a subform that is requeried when you select a new key for
the main form from a combo box.
Everything works fine - usually. But sometimes if you have the form open
when you close the database down you get the following error message (twice)
in a pop up. You say OK (twice) and the database closes OK
"2455 you entered an expression that has an invalid reference to the
If I close the form before the database I never get the error.
If I do not touch the form before you close the database I don't get the
If I update a field by t...Cannot delete report
I have install the report manager sometime ago, it is working fine.
Until recently we found that when i click the action menu, nothing is come
out. I can't delete or rename the report. But I can add new report.
Do anyone encouter this before?
...Log ON Report Manager
Install Report Manger in the Server CRM Satisfactorily, but I have problems
when I do log on to Crystal APS, I am using an account of domain
administrator and it does not allow me to accesar to the APS.
APS User Name: CCSGR3000\crmadmin
APS password: *********
I need Help,
The problem is with the login. Use the following:
APS User Name: administrator
Password: (should be blank)
APS server: localhost (if it's local)
I did run into a problem that Report Manager couldn't be accessed from
anywhere on the network. It was an IIS configuration problem.
&q...FP: Couldnt close table
We have been receiving this error on two separate PCs
after a recent upgrade to 7.5. Our version is 7.50g43
(service pack 5). At first we thought it was isolated to
one PC now a second PC is having the same error. On the
first PC, I ran new network cable, installed a different
network card with no help. This PC is Win98, 64MB RAM,
600Mhz. The second PC has 128MB RAM also Win98. I don't
believe switching to XP is an option right now. This
message has appeared in the payables module on both
machines. But it has also appeared in receivables as
well. Not in GL or Payroll. I...create main configuration file for solution.
How can I create main configuration file for my solution (Win-Form : VS
2008. VB.NET), like a general ini-file.
"Mr. X." wrote:
> How can I create main configuration file for my solution (Win-Form : VS
> 2008. VB.NET), like a general ini-file.
It's called an app.config. There is a name space you can use to mainulupate
the app.config from a program.
I see it on the project source directory (not for solution).
I cannot see it on the release directory.
Is there any convention to read / write from app.config...Inserting Excel into Access Reports
Have a great Access application that produces a nice template (headers &
footers) report into which I'd like a spreadsheet inserted before going to
the printer. In the past, I'd just print the Access reports, then reload
them into the inkjet printer and run the Excel spreadsheets as needed. The
heat of the new color laserjet turns the paper grey if it runs through too
often, so it's time to get the reports printing on one pass.
Any suggestions would be welcome. I've of course also got Word XP, MS
Publisher XP, as well as Adobe Acrobat, if anyone thinks it m...Display Report Header/Footer
Can somebody please give me the telephone number of the smartass MS VP who
came up with the bright idea for the Ribbon so that I can call her and have
her tell me how to display the Report Header & Footer in a report?
Obviously, I must be an idiot because I can't figure out how to do it with
this simplied, intuitive, help-ya out m***** fu***** ribbon.
Oh stupid me, its under 'ARRANGE'. How idiotic of me to think that it'd
under 'DESIGN' since I'm 'designing' a report as opposed to 'arrangeing' a
"microsoft"...Payables Trial Balance Report with Options
I am trying to run an A/P Trial Balance Report today that will give me the
A/P balance at January 31, 2007. I keep getting the balance as as February
28, 2007. I've run the same report for A/R and am able to get the balance as
at January 31, 2007. Currently using GP 9.0. With my previous employer who
was also using GP 9.0, I sure that we were able to run an A/P Trial Balance
report for a previous period. Does anyone have any suggestions as to what I
my be missing or what may be set up incorrectly?
The only date that you can spcify on the Aged Trial Balance With
Options, ...eXtender and Crystal Reports
I've created a Crystal Report to print eOne solutions eXtender fields. They
store inaformation in 4 different tables: EXT00101 (String),
EXT00102(Numbers), EXT00103(Date),EXT00104(Time).. I have created a View
that unions all these tables - and convert them into a Varchar.. Once that
is done, I've created a function called GetExtFieldValue where i pass the
extender window id and field number and it returns the value for that
This report was working fine and all of a sudden it became so slow that now
it takes 7 minutes to get one record. If I delete all the data from EXT...obtaining data in text form from a table
I like to be able to obtain the dates in a text format from the table
Test6 4-Feb,5-Feb, 9-Feb
Do I need to do this by macros and if so, any help would be appreciated.
Care Recipient Surname 4-Feb 5-Feb 8-Feb 9-Feb
Test5 4-Feb 8-Feb
Test6 4-Feb 5-Feb 9-Feb
Vlookup should do what you want, as in:
Adjust the ranges t...Crystal Report not found on File Repository Server
I recently upgraded our MSCRM server to a new server. We don't typically use
the internal CRM reports, we have some custom ones created with PowerTrack
that we primarily use. The CEO tried today though to open one of the canned
MSCRM reports and got this error message. I tried the others and I get it on
all of them.
File frs://Input/a_063/021/000/5439/6ac34043c58b1112.rpt not found on File
I checked the input folder in c:\program files\crystal ent 9\filestore\input
and it is empty. I would have copied them from the old server, but it is ...Calculate Subreport totals in a main report Group footer
Apologies if this has been answered before but I can’t find it.
I have a main Report with a Group called “Product_Category” which lists a
number of “Products” in the Detail
I have a Subreport named “product_costs” which has a record for each date
and Text Boxes named “materials” and “fuel” (there are more but I’ll keep it
The Subreport sums all costs and has Text Boxes named “summaterials” and
“sumfuel” in the footer (all with a height of 0.1cm)
The Subreport is embedded in the Detail of the Categories and linked by
In the Detail of the Main Rep...forms and column lengths
Is there a way to have excel do an auto "carriage return" to the next row
when you have reached the specified maximum number of characters in the row
there's n o bulit-in feature for this
"Blair" <Blair@discussions.microsoft.com> schrieb im Newsbeitrag
> Is there a way to have excel do an auto "carriage return" to the next row
> when you have reached the specified maximum number of characters in the
...Close and Restart your program.....
I want to be able to shut down my program and restart is automatically. My
purpose is after the user enter's information I want to shutdown the program
and restart it with the new information that was entered.
The information entered activates new features, but the features can not be
initialized while the program is running. It has to be initialize during
Thanks for you help!...
Save your details, call CreateProcess or ShellExecute on your own EXE,
terminate your application straight away.
- Mark Randall
"Developer&quo...Trying to Create a pop-up form
Due to size limitations on my main form, I am trying to create a form
that, when I select a button, it pops up like a dialog box with the
main form, Frm_Escheat, in the background
I've created a qry which is the record source on my pop-up form. In
the criteria of the query is:
[Forms]![Frm_Escheat]![statecode] where [statecode] is the
field from the Master Form.
So, my "pop-up" form is activated when I select the button, but my
problem is that it just goes to the pop-up form without the main form
showing in the background.
Thanks for your help.
It would probably hel...Enable/Disable a Form Control Based on Security Group Permissions
How do I enable or disable a control in a form based on a user’s security
group membership? For example: If I have a checkbox on a form (call it box1),
I want box1 to be enabled if the user who opened Access is a member of a
security group called “Breaker Test Admin.” For members of any other group
(except of course “Admins”), box1 should be disabled.
Thank you, for your help!
On Mon, 02 Jul 2007 18:57:13 GMT, "BenS" <u35527@uwe> wrote:
>How do I enable or disable a control in a form based on a user�s security
>group membership? For example: If I have a checkbox on a ...