how do i create an office data connection file
i want to call a parameterized data connection. i want to eventually put
this in office sharepoint server 2007's data connection library. every time
i open the connection file i have successfully created that connects to the
db, it want me to pick a table. i can cancel out of that and change it to
sql and say to use a procedure, but i can't save this file, and the "Edit
Query..." and "Parameters..." buttons are disabled so i can't set
why is it so hard to work with this thing?
...Time reg: Creating an Outlook Calendar appointment from the order
It would be a great feature when it comes to time registration, if it was
possible from the Order View in the CRM Outlook client to draw an order
directly into the Outlook Calendar, thereby using it for time registration.
In that case, it should be possible to select which data fields would be
transferred to the Outlook Calendar Appointment, enabling all sorts of time
I'm quite certain many companies would benefit from such a feature. I know
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most...Formula In Crystal Reports
I'm just starting to learn Crystal right now but it's all very new to
me so I was just curious if anyone knows if you can do formulas in it.
I'd like to take a custom CRM field called setup cost on a product and
add all the values of this field up in a quote.
Ie if there are 3 products all with seperate setup costs I want to add
Or will this have to be done a different way?
Crystal supports both VB and Crystal Reports formulas. the help files are
quite good regarding formulas, and the 9.2.2 CR with enhanced edition has an
excel...Creating a chart with text not numbers
How do I create a chart that has text values (freshman, sophomore, junior,
senior) instead of numbers (1, 2, 3, 4)?
I have a column labeled "What is your class standing?" and below it is 166
rows where people selected "Freshman," "Sophomore," etc. I want to create a
bar chart that counts how many people selected each of the four classes.
First of all, you will have numbers to plot. The words are your category
Read how to turn a column of words like this into a histogram:
- Jon...Creating Emails (Recevied) with SDK
I've been trying to write a SDK program that will take a file of received
emails and upload them to CRM. I need to do this programmatically and have
multiple people in the to address (Data Migration Wizard only allows 1). I
can create emails easily enough and create the emails. However, I cannot set
incoming emails where the sender is a contact to closed and received. Has
anyone tried this before?
...Turn Off SOP Transfer Log Report
Is there any way to not have the SOP Transfer Log show up? We usually just
hit the Cancel button on the Report Destination window but it gets annoying
when you transfer 100-150 orders a day. I know you can go into the posting
setup to cancel posting reports but I can't find anyway to stop the Transfer
No, there isn't a method built in to do this. You'd need a customization
using Dexterity or I think you could use VBA to do this as well.
mbs developer support
This posting is provided "AS IS" with no warranties, and confers no ri...Creating a Relationship Between Order Product (salesorderdetail) and Service Activity (serviceappointment)
We are using CRM 4.0 to run a consulting business. Its working pretty
well but we want to simply the way we are doing some things. What we
want to do is create an Order (salesorder) with multiple Order
Products (salesorderdetal). So good so far.
Next I want to be able associate each Order Product (salesorderdetail)
with a Service Activity (serviceappointment), this representing that
this billable line item in the order is actually going to be fulfilled
as a consuting engagement.
The problem is, I can't seem to be able to create an association
between the Order Product (salesor...ESM
I created some Public folders in OL 2003 before Xmas no problems as I
am the administrator for the local domains server & Exchange admin.
Today I tried to create additonal folders form my LAN XP machine but
continually receive the error of:
Unable to create the folder. You do not have sufficient permission to
perform this operation on this object. See the folder contact or your
system administrator. When I look at the folder properties in OL I see
the folder contact is NT
USER:S-1-5-21-606747145-1682526488-682003330-1109 but I have no idea
who that is...or was more likely!
If I then g...Creating a list of info in A1 cell in multiple worksheets
How can I create a list of the info/contents in the A1 cell in multiple
worksheets? I am trying to create a summary worksheet of the data from 90
worksheets and would like to be able to list the headers in the A1 cell
'Right click on the summary sheet tab, and paste in this macro.
'Edit where appropriate:
'Starting row for summary:
i = 1
For Each Sheet In ThisWorkbook.Sheets
If Sheet.Name <> Me.Name Then
'Control What column to place data in
Me.Cells(i, "A").Value = Sheet.Range("A1").Value
i = i + 1...Report width will not shrink
I have a report that was originally designed as legal size, but by
eliminating a few columns is now landscape letter size. However I am unable
to shrink the width from 12" to 9" - there seems to be something invisible
to me in one of the headers, footers or detail sections. I have tried
everything to try to select whatever it is that is 12" wide but am unable to
find it. I have tried CTRL A for select all, tried highlighting from the
top or the side, etc but nothing shows up. It has to be a line or
something, but when I preview the report the second page is blank. I ...Inserting rows slow on large report
I have a large report I maintain with 3 data tabs and 2 report tabs, 1 for
top 10 customers, about 400 rows, and another for all other customers, about
4000 rows. Every month I have to update it for any new customer/product
combinations. I have optimized the formulas to the best of my abilities and
gotten a full recalc time down from 3 min to 30 sec, which is acceptable. My
biggest problem now is that every time I need to add a row (or delete one for
that matter) it takes about 15 seconds (on the 4k row report, adding to the
top 10 customers report takes 3-5 seconds), per row....Create Assembly Call
can the create assembly call under update entity be used to add a certain
number of hours/days/months/years to a date.
i am trying to do this workflow
if variable 1 = yes
create a task
update variable 1 sent = yes
variable 1 date = execution time
can i use the create assembly workflow to add x number of days to variable 1
date and show in variable 2 date.
any advice would be helpful please.
If Variable 1 Date is a DateTime field in CRM, then yes. You can use the Add
DateTime assembly to take the Value in the DateTime field (which would be t...Parmeters in Reports
I have a report generated from a query. The field names are add1, add2 and
add3, productname. The data in the fields: add1-add3 are the same. I would
like to be prompted when I open the report for the data in fields add1, add2
Message posted via AccessMonster.com
Open the query in design view. Add this as criteria for add1 ---
[Enter add1 info]
If you want the query to return records that have all if the criteria you
enter then put criteria for the rest on the same criteria row. Otherwi...sending to group gets "sending reported error 0x80040610"
Task 'Microsoft Exchange Server - Sending' reported error (0x80040610) :
'Unknown Error 0x80040610'
This person sent an email to a distribution group we have set up. It seems
that everyone got it but the error came to her like that.
Does this help?
MVP - Exchange
"Protecting the world from PSTs and brick backups!"
"Bryce" <firstname.lastname@example.org> wrote in message
> Task 'Microsoft Exchange Server - Sending' reported e...CRM, Reporting Services & Forms Authentication
Our company has an app with forms auth that is integrated with Reporting
Services. We have forms auth working successfully with Reporting Services.
We'd like to integrate CRM and still use forms auth.
Is this possible with CRM?
Would anyone be kind enough to point me to any documentation or examples of
CRM w/ forms auth & Reporting Services?
...How to create a floating bar chart vertically not horizontally...
The technique is the same for both column and bar charts, which is to
use a stacked chart and remove the formatting from the series used to
'float' your data.
See Jon's explanation.
Andy Pope, Microsoft MVP - Excel
...New Entity visit Report and Integration of Participants (MS CRM 3.
We have created a new Entity called visit reports.
We have to add Participants in this new entity.
It would nice, if we could have a field like the Participants in the
appointment, where you can select the Participants from Contacts, Accounts,
I'll hope , some of you have a idear.
You have to create a new relationship for your custom entity to the types of
participants you want to be available.
"Thomas Haller" wrote:
> Hello Newsgroup,
> We have created a new Entity...Crystal Report 9.2.2!!!
I have install crystal report 9 then I download crystal 9.2.2 and start the
first it uninstall crystal report 9 and then it starts installing 9.2.2 and
ask the CD KEY I enter Crystal Report 9.0 CD key
but it does not accept that KEY.
How can I update Crystal 9.0 to Crystal 9.2.2???
Thanks in Advance,
recheck the key...you only need to install 9.2.2 then enter the 9.0 key
Microsoft CRM MVP
"Naveed" <email@example.com> wrote in message
news:e%23...How do I create a new macro in Outlook 2007?
Below is the macro, copied from MS Word, where it works perfectly! In
Outlook I get all sorts of error messages and debugging, which I don't
understand. Thanks for any help.
' SafariCare Macro
' Macro recorded 6/4/2007 by Eva Wilson
Selection.TypeText Text:= _
"Thank you for your participation in the SafariCare program! "
Selection.TypeText Text:= _
" Attached are the program guidelines for your convenience. "
Selection.TypeText Text:= _
...Junk E-mail folder
Is it possible to configure the Junk E-mail folder to automatically and
permanently delete items older than 30 days?
You can use the AutoArchiving to do that. Right click on the folder, choose
Properties and go to the AutoArchive tab
"Jaycee" <firstname.lastname@example.org> wrote in message
> Is it possible to configure the Junk E-mail folder to automatically and
> permanently delete items older than 30 days?
I am trying to add columns to my report but am having some difficulty. The
report is basically a form letter. It is grouped on the employee’s unique ID.
In that group header is the letter, Dear so and so etc. It is the details
portion that I am trying to get into two columns. Is there something I am
missing on how to do this. I would rather no put a sub report in to
Well, the subform would be an easy way to go about that.
However, I would think you could use the ID group header to display the
first part of the letter, the detail section to disp...Trying to create completely server side, document merge
I was given the task of designing a complete web based
document prep system. In simplest terms (using a msword
explanation) create a database of merge fields, and a
library of templates. Allow the webuser to select the
template, merge his DB record, and produce a formatted
document that can be printed or downloaded.
We need to do this without specialized software on the
client, since it will be universally available to
webusers. We considered using PDF, but the creation of the
templates were painfully slow, and the datamerge had
severe space limitations (the form could not adequately...weird sum on report
I'm building a report based on several crosstab qry and it seem ok with
values. That report has group values.
I want, at some point, a line with totals as well as a line with the
difference between 2 lines, like expenses to sales. Quite simple, i guess.
Result : not only it doesn't subtract in some grouping/levels, as well it
doesn't sum the other 4 lines i need.
Is this weird or not? (lol)
Tks in advance for all your help.
I don't see anything wrong from where I sit. Of course, I can't see your
crosstabs, data, grouping levels, expressions, ...Creating a report that tracks stock's life cycle (buy, transfer, s
Greetings and Salutations
I purchase ABC stock, and it is held by my broker "Those Brothers". I
purchase more ABC stock at different times. These transactions are recorded
I move my investments from "Those Brothers" to the "Quiet Company" and I
purchase more ABC stock at various times. The Transfer Out and the additional
Buys are all recorded in Money.
I decide to sell a lot of ABC stock (spanning multple purchases and multiple
investment firms) and use the FIFO method. Somehow Money knows which shares
it is selling, I would like to get a report...Recover missing Z-Report
One of my clerks received an error message during running a Z-Report....she
did not note the error so I have no idea what it is...the report did not
print yet manager says there is a Z-Report but it is blank...all the
transactions are in manager and it says there is a Z-Report but it is totally
blank....any way to regenerate this Z-report or make it so it's not blank?