Business Units 03-08-05
I have an organization with a top level Organization and the 4 subsidiary B
U’s. This is all set up in CRM and the CEO can see leads across all BU's. The
problem that I am having is that a sales manager can also see all leads
through out the organization also ie, leads that they do not own and have not
been assigned to them. The sales manager BU is set so that members can only
see (read) the leads in their own business unit.
Organization – CEO
Business Unit A – sales manager A
Business Unit B– sales manager B
Business Unit C– sales manager C
Business Unit D– sales...Installation Question 03-21-05
I have a MSCRM installation on Small Business Server SBS (1 machine
I want to change to the medium installation (3 servers: Active Directory
server, MSCRM server, Exchange server).
is that possible? how can I do it?
From what I understand, there is an "upgrade" license you can purchase that
allows you to "upgrade" the SQL & Exchange licenses so that they don't run on
the SBS box. Another option is to purchase a seperate SQL license and leave the
version on the SBS server for other usage.
Then, once you get SQL setup, there ar...Append to an existing spreadsheet
How can I append one line or more from one excel spreadsheet to another one,
not by copying and paste?
Retyping? Aside from copying and pasting, that's about it. Even a VBA
solution must copy and paste.
"Galsaba" <email@example.com> wrote in message
> How can I append one line or more from one excel spreadsheet to another
> not by copying and paste?
Do you mean something like =Sheet2!A1 typed into a cell on Sheet1?
I was trying to create a chunk of code like follows:
Dim qry As DAO.QueryDef 'the actual query to be generated
Dim qryName As String 'the name given to the query
sql = "SELECT * INTO AppendAllFields FROM [some table];"
Set qry = db.CreateQueryDef(qryName, sql)
where qryname is alr. defined.
When I wronf it, it kept giving me the error on the DoCmd line saying
that runtime error 3001, invalid argument....
Anyone could help?
On 27 Apr 2007 11:09:43 -0700, firstname.lastname@example.org wrote:
>I was trying to create a ch...leading zeros 03-05-08
I have a table with a list bldg numbers some are 3 characters and others are
4 characters, the question is how can I place the leading zeros before each
bldg number for example I have a building 100 it needs to be 00100 or 01200
how can I make access do this for me?
Thanks for your support
In the table, you can do so by changing the field to text. The number 0100
is simply stated as 100. If the leading zeros are important, then it is not
a "number" as far as Access is concerned. Numeric fields are used primarily
if you will be doing math on the numbers. Will you ...Recipient policies #21
In Exhcnage 2003 SP2 will Recipient policies effect PST files. We are putting
in place a policy to wipe mail after 90 days. We would like the recipient
policies to do the same with PST files. Is this possible? Thanks
No. Recipient polices only affect the servers, and cannot reach onto the
"Infintiy266" <Infintiy266@discussions.microsoft.com> wrote in message
> In Exhcnage 2003 SP2 will Recipient policies effect PST files. We are
> in place a policy to wipe mail after 90 day...SFO problems 02-21-06
Re-posting because i didnt get a response. Can someone please help?? Matt,
We have developed a custom multiselect lookup in .net. This .net page is
called from an iframe inside the entity form. This works fine on the server.
However, when we deploy this code on SFO (we have copied the project folder
and created a virtual directory on the SFO client machine), an alert message
saying "access is denied" is popping up. Can someone please help with this????
CRM 3.0; SQL 2000; VS.NET 2003. Looking to upgrade to SQL 2005 and VS.NET 2005
Good chance it has something ...crosstab query question 01-26-08
I'm using A 2000. I've created a crosstab query that finds data based on a
date range that I supply just before opening it. The query will add or
remove columns depending on that date range, and it will label the top of
the column with the appropriate dates.The query works perfectly.
One of the fields in the query is a UserName. I want to be able to double
click the Username, and have it open a form and go to that Username's
Of course, queries don't have events like a form does. So I don't see any
way to open my filtered form from a record in the query.
If I base...CrossTab Query that shows original data (text)
I am a scheduler and would like to build a pivot table in Excel or a Cross
Tab Query in Access that shows the data in its original form (text) instead
of calculating the count, sum, avg., etc.
Row headings would have member’s names. Column headings would have times.
Data items would be the name of the assignment.
Any suggestions would be appreciated.
You can use a text field for the Value of a crosstab with FIRST or LAST or
MIN or MAX.
Microsoft Access MVP
If I have helped you, please help me by donating to UCP
http://www.access.hookom.net/UCP/Default.h...Query of External Data
I'm using a ODBC connection to query a oracle database. If I refresh a query
and email the file to the intended recipients, I can limit what they can see
by changing the query to include/exclude certaing markets.
Is there a way that I can set up the query so the recipient cannot edit the
query and have access to all the data...?
Or is there a way to disconnect the query from the excel file, this way the
query could never be refreshed to the database. We could email them the file
daily, but they wouldn't be able to refresh or change the query(to view
markets they normally ...Median 06-08-07
I'm using the following function which I found on another site.
Public Function DMedian(FieldName As String, _
TableName As String, _
Optional Criteria As Variant) As Double
On Error GoTo Err_DMedian
'Returns the median of a given field in a given table.
'Returns -1 if no recordset is created
Dim db As DAO.Database
Dim rs As DAO.Recordset
Dim strSQL As String
Dim RowCount As Long
Dim LowMedian As Double, HighMedian As Double
'Open a recordset on the table.
Set db = CurrentDb
strSQL = "SELECT " ...Shared database 05-21-07
I have a database file (MDB) on my assistant s PC. When I open this file in
Access in that PC, i am unable to open the same file on my PC. (2 PCs on
peer to peer) If I open the same file from my PC first, then it opens fine
on her PC too. On both PCs it is set to open in Shared mode. In both
cases, the .LDB file is created on opening.
Where could the problem be? Every time i need to use the file, i am having
to ask her to close the db, till i open it for my use. Once i open it, then
she re opens to continue her work.
Could anyone help me save this pain please?
Rame...INSERT / UPDATE Query in same operation
This is a backend database for .NET application
Table1 is a linked table to a text file on the network, which is updated
from an ERP system.
Table2 is the table my application uses when the PC is offline.
I want to update Table2 with Table1 on those rows who exist in both tables,
and insert the new rows from Table1 into Table2,
in the same SQL call.
Is it possible at all?
No. However you could put both queries in a macro or code and they would run
so fast that you wouldn't know the difference. You could even Set Warnings
off before the first quer...ISV.config query
Im not a programmer and have limited experience with coding etc. However I
wish to add a button to the account page/form via the isv config file. I
want this button to get the website address of the company from the form and
then use it to open the company website in a new window.
Could anyone give me an indication of how to do this or even a sample bit of
code...? This would be very helpful
Thanks in advance
The easiest way is probably for you to take a look in the
isv.config file and just copy and paste. The test.gif and
the url is just an example!
Here is an example of...Unable to bring back all results from table with query
For a uni assignment we have a designated query that we have to create.
But when I run the query, I get one result returned to me. I should have two
returned to me, as I have two records in the Problem table.
The SQL is:- SELECT Problem.[Problem Number], User.[User ID], User.[User
Name], User.[Job Title], User.Email, User.[Telephone No], Asset.[Asset Code
No], Problem.[Problem Description], Problem.[Current Activity Log],
FROM [User] INNER JOIN ((Asset INNER JOIN Problem ON Asset.[Asset Code No] =
Problem.[Asset Code No]) INNER JOIN [Contact Log]...DSum 01-10-08
Im using a DSum function on my form to total a column in a query. However,
when there are no records that meet the criteria, the DSum field is blank.
How can I make it show a 0 instead of just an empty textbox??
You can probably wrap the whole expression in the Nz function:
It would have helped had you posted the actual expression.
"Tray" <Tray@discussions.microsoft.com> wrote in message
> Im using a DSum function on my form to total a column in a query. Ho...get value from a query /set a variable for a report
I put this question in the forms area -- it is a form/report problem. - don't
mean to double post, but I should have put it in this area instead. sorry!
I have a report that shows the detail for 3 different values of a field
named "TransType": (values: pmt, adj, act).
The name, date, and TransType fields are set via a form. In the report, I
want the detail to show for the chosen TransType(s), name, and date. AND I
want a total of the "ADJ" records for the specified name and date to show in
a field in the footer.
strDocName = "Sales for 1 month&...Using external query (mdb) for dynamic date range
I'm trying to set up an Excel workbook with a dynamic link to an Access
database containing quality data, involving dates. I want the workbook to
always import data for the last 90 days. When I try to set this up using MS
Query, to try to filter data I've tried several different variations where
time is greater than or equal to:
And every time, it comes back as an error. It seems to be setting the query
so that the entire statement is a date variable, eg "Syntax error in query
expression '((Table1.Time>=#date()-30#))'...Query data from same workbook
Hello all -
I have an excel workbook that queries external data that is stored on a
different workbook but same computer. It works fine and I haven't had any
issues with it. But, now I need to make this workbook easy to send to other
users. I would like to consolidate the data and put it on the same workbook
with my written queries. I figured it would be easy to do, similar to doing a
pivot table on sheet1, and the data source on sheet2. This would make it much
easier to send out to all the users so it can find the "data source" every
time regardless of who's computer ...Change Connection of a Query
Hi I try to modify a Query, i want to change the server where the query is
pointing to. How can I do that?
need specifics, lots of ways to do it....
post current query connection string
ie: code with current server address
> Hi I try to modify a Query, i want to change the server where the query is
> pointing to. How can I do that?
...auto save 12-05-07
I am not sure what happen but now when I open my database and start a new
query I requires I save it. Instead of giving me the option to click no it
only has the yes and cancel button available. Can someone help?
On Dec 4, 8:06 pm, Sarah at DaVita <sarah.petter...@davita.com.
> I am not sure what happen but now when I open my database and start a new
> query I requires I save it. Instead of giving me the option to click no it
> only has the yes and cancel button available. Can someone help?
Hi Sarah I had a similar problem recently with Access 2003. I...Query to find outliers
I have two tables, one table listing names of people who did not receive a
gift card and a second table of people who were taxed for the gift cards.
Both tables use the name field ( I did not set up the tables but this field
is first and last name) in common. I need to find out if there are people on
the tax list who did not receive a gift card. So if a name is on the tax list
it should not be on the did not receive list. Therefore, they were taxed for
the card but never received it.
...Sorting a query with a twist
I have a query I am trying to create based on another query
(inventory) and a table. The inventory query shows the date, shift,
Die set and the # of shifts remaining for each die set in inventory.
The table has a corresponding date and shift field as well as two more
fields that tell me what die set was left in the line at the end of
the previous shift and what die set is staged to go in next (again
left from the previous shift). When the inventory query is run it
tells me what die set has the lowest inventory to the highest.
However, the die set with the lowest inventory may not be the one
...CRM Exams 02-06-07
What are the exams available for CRM. please let me know the exam
codes and pass percentage. where can i get the manuals /books for the
...Pass through query giving an invalid column error
I am trying to write a pass through query using Access 2000. My source table
has a field that has three blank spaces as a place holder. I do not want or
need records that have three blanks in this field as well as records numbered
840. I am trying to write an SQL statement that will eliminate those records
from my query. I am using the following code:
WHERE ((Not ( [table].[field] )= "840" or Not ( [table].[field] )=" "));
I get an error at line 3 invalid column name '840' and ' '. I can remove