CRM 3 Campaign Workflow
Is it possible to use the workflow service to create tasks associated with
Campaigns. I checked the Campaign entity in the Workflow and when I select
action, there is no option to create a task.
I can create a manual workflow that creates tasks but I don't see how to
link that to the campaign entity.
I appreciate your help, feedback and advice.
Hi Donna - Please check here:
> Is it possible to use the workflow service ...Modified SmartLists aren't retained when upgrading to GP 10.0?
In the Upgrade Instruction manual for release 10, in the "Reports That Won't
Upgrade" section, it says "Modified SmartList reports aren't retained when
you upgrade to Microsoft Dynamics GP 10.0".
What does it mean by "modified SmartList reports"? Ones created using
SmartList Builder? Favorites saved?
Microsoft Certified Business Management Solutions Specialist, GP 9.0
Currently supporting: GP 9.0, SP2
Richard L. Whaley
Author / Consultant / MVP 2006-2008
Documentation for Software Users
Get our Free Tips and Tr...CRM and Sharepoint 11-04-04
Is there any integration between CRM and Windows Sharepoint Services or
Sharepoint Portal Server?
You can use webparts to load crm pages in sharepoint. you will have to
direct the webparts directly to the correct page. for instance, directing it
to 'http://servername/sfa/home_conts.aspx' will show the list of all contacts
in sharepoint. Other standard integration is not available.
With kind regards,
"Daniele Romagnoli" wrote:
> Is there any integration between CRM and Windows Sharepoint Services or
> Sharepoint ...Two recipients are configured with the same e-mail address. #5.1.4
We are a small church office that recently migrated our contact information
out an old access database into AD Exchange 2003. The problem is we have
lots of family based information and children generally do not have
individual email addresses so we have always used a concept called family
email. If I wanted to send an email to Billy about his Sunday School
homework, the message would go to the "family" email. Since all of the minor
children in this family all have this same "family" email address, exchange
is having fits and I'm getting one NDR #5.1.4 after a...InstallDatabaseAction failed at upgrade from 3.0 to 4.0
I'm upgrading a MS CRM 3.0 installatie to the 4.0 version. I get the
following error during the install: "Action
Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. Exception has been
thrown by the target of an invocation. Name cannot begin with the '<'
character, hexadecimal value 0x3C. Line 1, position 135."
In the log file, I see the following:
09:54:54| Error| System.Exception: Action
Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. --->
System.Reflection.TargetInvocationException: Exception has been thrown by the
target of an invoc...Microsoft CRM needs the cookies to use the web client
When it loads the Microsoft CRM tool bar on the Web Client I receive the
At moment, your web browse is configured to disable cookies. Microsoft CRM
needs the cookies to use the Web Client.
What should I do?
"wanny" <firstname.lastname@example.org> wrote in message
> When it loads the Microsoft CRM tool bar on the Web Client I receive the
> following message:
> At moment, your web browse is configured to disable cookies. Microsoft CRM
> needs the cookies to use the We...Post SP2
Windows 2003SP1 with Exchange 2003SP2 all servers
Front End - Backend Cluster
Issues are as follows on front-end server
1. Messages sent to front end server Inbound and Outbound get stuck in the
"Messages Awaiting Directory Lookup" queue
2. Get 404 error when attempting to use OWA (internally and externally to
front end server)
Any help would be appreciated
On Wed, 16 Nov 2005 15:34:09 -0800, "Greg"
>Windows 2003SP1 with Exchange 2003SP2 all servers
...Monthly Billing in CRM 3.0?
Is it possible to create a recurring Monthly Bill? Our company provides
monthly service and I am unable to create a Service or a Product that will
I can create a service product but unable to create a recurring payment or
agreement over x amount of months.
Only selection is 30 days and this is really only used to support a product
or charge a bill able service which we don't do. We only change a flat
I have an Access 2.0 database and lost a hard drive. I'm trying to
re-install Access 2.0 but now one of the install diskettes is bad.
Anyone know where I can get a replacement?
...Add in Streets and Trips to CRM
We would like to incorporate Microsoft Streets and Trips within CRM. Is
this possible? Our goal is to provide an easy way for Techs to get
directions to the Clients site without having to maneuver between multiple
applications. What would be ideal is if Streets and Trips software was
available from the Account/Contact form.
This doesn't exactly answer your question, but you can use Microsoft CRM
data and port it over to MapPoint. There is an article that explains this at:
http://www.microsoft.com/dynamics/crm/using/sales/salestripplan....Microsoft Genuine Advantage issue?
I've got a strange Outlook issue that started after an update brought
down 'Microsoft Genuine Advantage' for Office. I've got Office 2003
Professional on Vista Home Premium (32bit) that's been running just
fine for months. Yesterday, Vista decided to download this Office
'update' and it did it for both Office 2003 *and* 2007 - no idea why
it threw 2007 into the mix other than I may have run and uninstalled a
trial version of it for a moment or two back when I first built the
machine, but I think that is where things are going wrong.
The next time I went in...Group policy #4
Microsoft Windows [Version 5.2.3790]
(C) Copyright 1985-2003 Microsoft Corp.
C:\Documents and Settings\Administrator>gpresult
Microsoft (R) Windows (R) Operating System Group Policy Result tool v2.0
Copyright (C) Microsoft Corp. 1981-2001
Created On 8/8/2008 at 4:43:23 AM
RSOP data for MOBELL\administrator on POWER : Logging Mode
OS Type: Microsoft(R) Windows(R) Server 2003, Enterprise
OS Configuration: Primary Domain Controller
OS Version: 5.2.3790
Terminal Server Mod...Collation Change on CRM Database
My company is running CRM 4.0 on SQL 2005.
The default collation on the server is
and the CRM Config database is also
but the CRM database instance was set up with
My life as a database developer would be simpler if all collations were the
same...what bad things would happen if CRM is changed to
...New CRM3.0 Deployment question please...
Morning / Afternoon / Evening all...
I'm just getting started with CRM 3.0 and after a rather trying effort, I
FINALLY was able to get get it installed.
After rebooting, I started the Configuration wizard. The next? to last step,
said unless you have the appropriate perms, dont bother continuing (but in
nice MSFT linguistics of course). SO on the first try, i said ok.. and it
just sat there, so on the next go around, I saved the XML file.
NOW.. whenever I go to http://servername:5555 I get Auth errors and I cant
figure it out.
The CRM server is also a SBS 2003 R2. The SQL server is a m...Error font or character email template CRM
How i doing about the error font in the email template, because i write
email show perfect but later in the client show character error for example:
Please i need trobleshooting that problem
...working out % of correctness gives #DIV/0!
can nayone help please?(using excel 2003)
I am using a table, part of which is shown below, which needs to show the %
of correctness of predictions given for a period of time. The problems come
if I need to divide by 0 or if both figures are 0.
currently I am using: =IF((E7>E8),E8/E7,E7/E8) which gives the correct
answer as long as there are no zeros.
I have tried using =if(iserror(formulae),0,formulae) but it does not work.
I know that I need to check for zeros first but not sure how to check in
both E8 and E7 or how to get the correct answer if only 1 is a zero.
Int...CRM 3.0 on SBS 2003 to CRM 4.0 Upgrade
Any pointers or advise on the above upgrade?
Basically have SBS 2003 SP2 running CRM 3.0 and want the most efficient
I have R2 upgrade for server which will give me SQl 2005 and CRM4.0 upgrade
I'm digging for white papers but haven't found anything fully comprehensive
yet. They all deal with just one part.
On Jun 6, 7:46=A0pm, "Pat Horridge" <p...@remove-spam.vet.co.uk> wrote:
> Any pointers or advise on the above upgrade?
> Basically have SBS 2003 SP2 running CRM 3.0 and want the most efficient
> upgrade route.
>...CRM Integration for Great Plains V1.2 Restored GP database issue
Wonder if anyone has experienced the same problem.
I have setup CRM 1.2 and Great Plains 7.5 in a test environment.
If I do a clean installation of Great Plains using the sample company
(two) and then install the CRM Integration, when I then create a
Debtor Account in Great Plains it goes through to CRM. This is fine.
If I go through the whole process again, meaning I load CRM, then load
Great Plains using a RESTORED company database and then finally load
the CRM Integration, then when I create a Debtor Account in Great
Plains it does not go through to CRM. It does generate a whole bunch
o...IE/Windows Sound Issue-File/Sound item repair?
This is a follow up to my previous post but a different question, looking for
a different response. I have tested mostly all windows sounds using the
sound tab in the device manager (where you can change sounds for events in
windows). All of the windows sounds I tested work EXCEPT for the sound
"windows navigation" which explains why I do not hear the "click" sound."
(When I click the test button to test the sound, no sound is produced). Is
there a way to repair/reinstall this sound file in any way? I am using
Windows 7 upgraded from Windows Vista 64 ...Shading Issue
I'm using Word 2003, SP3. I shaded the title at the top of the page, and the
page break at the bottom of the page becomes automatically shaded, too. If I
delete the shading in the page break, the shading disappears on the title at
the top of the page. This has been an issue for many years. I'm finally
getting to asking how to resolve it. Thank you. Connie
Instead of inserting a manual page break, format the heading as "Page break
before" on the Line and Page Breaks tab of Format | Paragraph.
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
...CRM Custom Reports 12-10-07
Does anyone have familiarity with using a CRM report generator that will
populate the new custom report as a link inside the CRM report list? I am
not talking about the MS SNAP excell reporting tool...attractive, but it is
not web enabled like CRM is "out of the box". If so, point me in the right
you can create your reports in SRS - Visual Studio and upload easily without
MS CRM Certified Professional
Chat with me on MSN / Gmail / Skype : ID Is :.. email@example.com
"Wilfred B...Outlook 2010 and iTunes 9.0.2
FYI Outlook 2010 and the recent version of iTunes won't synch with each
other. Neither will Google calendar. Beware.
On the other hand Outlook 2010 is nice.
Are you using the 64 bit version?
Diane Poremsky [MVP - Outlook]
Outlook Tips: http://www.outlook-tips.net/
Outlook & Exchange Solutions Center: http://www.slipstick.com/
Outlook Tips by email:
EMO - a weekly newsletter about Outlook and Exchange:
Poll: What version of Outlook do you use?...Current Issues Article Archive
A growing archive of fascinating media articles on current issues & affairs.
Available at Arcis Foundation Website:
Posted by News Bulk Poster
...table of contents #4
Has anybody here experience with Publisher Indexer, by
itspecialists.com which claims to be an add-in providing ToC and indices
in Publisher 2003?
I've tried it but it doesn't seem to run at all and I can't see why.
Wisdom and experience come with age, they say, but I wish I could
remember the darn question
It locked up my computer, I had to uninstall it after five minutes. Maybe it
isn't Vista friendly. I couldn't find any advantage to it anyway. Word does all
the Indexer claims to do without spending another $15.
Could be the macros?
Mary Sauer MS...Opening CRM 3.0 in full screen browser
When I am opening the CRM in browser mode it is opening as a site in the
browser (I can see the address bar) and not as an web application (full
Why is it happening in some clients and how it can be fixed ?
Thanks in advance,
This is controlled in the web.config on the web server. There is a setting
for app mode that needs to be set to On/
MVP - Microsoft CRM
"Eddie" <Eddie@discussions.microsoft.com> wrote in message
When I am opening the CRM in browser mode it is op...