CRM 3.0 #2
Many times i try built new campaign and i have a problem with template, i
want use some "template" to mailing action, because i don't want do 100
e-mails by foot. please help me email@example.com
I need to set up some VB code to alert the inputter that they need to
complete a couple of required fields depending on the value of a third field.
At present I have some code (below) attached to the BeforeUpdate event of the
form that checks for one of the fields but I need to extend it to the 2nd
field and I don't know how to.
Private Sub Form_BeforeUpdate(Cancel As Integer)
If Me.[NYSPA Received] And IsNull(Me.Date_NYSPA_Received) And
Me.New_Cease = "New" Then
MsgBox "Date NYSPA Received is required" & vbCrLf & "Record will not be
saved&q...CRM Outlook Client Addin Problem
We have our users installed with the CRM Outlook client. They are running
Outlook XP with 256MB ram. In general, they were normally. However, when
our users select multiple mail in the Outlook, the client hang up for minutes.
Does anybody know the cause and solutions?
Hi Gordon, there are several possible causes:
1. Which CRM client are you trying to use: Microsoft CRM Desktop Client for
Office Outlook, or Microsoft CRM Laptop Client for Office Outlook?
2. What operating system are the PCs running: Windows 2000 SP2 or Windows XP
SP1 or Windows XP SP2?
3. Which service pack of Micro...deleting CRM users??
Is there a way to delete the users from the users folder? It doesn't seem
like you can get rid of them or change the groups that they belong to if you
make a mistake, etc.
You can't delete CRM users, you just have to disable them.
> Is there a way to delete the users from the users folder? It doesn't seem
> like you can get rid of them or change the groups that they belong to if you
> make a mistake, etc.
It is possible to hard delete a users in the ms crm database, but of course
this is not supported. If you chose to delete this...MS CRM 3.0 Small B. ed. modules
We have installed Small business server on one computer with all requirements
fullfilled. The problem is: we have available only 3 of 5 (or 6) modules:
service, settings and workplace. The other 2 - marketing and sales (wich we
consider to be the most important) are not available (we can't see them).
Does anybody know how to solve the problem? Thank you!
may be i have a solution for you.
You have to check the other modules in the following menu:
- startpage of CRM
- options (--> a new page will be shown)
Then click on workplace:
there you can...CRM 4 new feature
Is anyone know the new feature of CRM4?
The CRM3 email feature is pool.
A brief scan around google will tell you the publicly announced features of
CRM V4. Those of us testing the product are under NDA so cannot publicly say
Microsoft CRM MVP
"GordonLiq" <GordonLiq@discussions.microsoft.com> wrote in message
> Is anyone know the new feature of CRM4?
> The CRM3 email feature is pool.
> Gord...require completion of a task
i have a task that automatically generates in crm when a lead is created. i
want to require that this task is completed before converting to an
opportunity. Any suggestions on how to do this.
That is an interesting scenario, and not one I'm sure there is an easy
Hopefully one of the other folks will have a better idea, but it looks to me
like you'll need a bit of custom programming called a "callout" that looks at
the "pre-create" of the Opportunity and checks to see if that task is
completed before it will allow the Opportunity t...Calculating Averages
Hi, I am using the newest version of Excel on Windows 7, and I need some help
with a complex calculation.
In cells A1-A100, I have dollar amounts ranging from $1-$1000. In cells
B1-B100, I have percentages ranging from 0%-100%. I want to break out the
cells in A1-A100 in several groups, like follows: $1-$99, $100-$199,
$200-$299, and so on up to $1000. Then, I need to calculate the average
percentage for jobs in those categories. So, for the category of $1-$99,
lets say there are two cells with amounts in that range, A1 and A2. Their
percentages in B1 and B2 are 40% and 6...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?
...CRM Certification 10-25-06
I'm wanting to get certified for "Installing and Configuring CRM 3.0" (exam
MB2-421), but I can't seem to find ANY info on the Microsoft site, nor can I
find training materials. Am I missing something? Any ideas where I can get
more info on this exam?
Presentations Direct - http://www.presentationsdirect.com
> Binding Machines
> Paper Shredders
http://www.p...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...Relaying denied. Proper authentication required ?????????????
since a few day I get after I reply a message I get this tracking ingfo:
Subject: Undeliverable: Task status?
Your message did not reach some or all of the intended recipients.
Subject: RE: Task status?
Sent: 16.12.2003 10:53
The following recipient(s) could not be reached:
'Goerge Smith' on 16.12.2003 10:53
550 5.7.1 <Smith@westDigs.com>... Relaying denied. Proper
--------------------------------------------...CRM Task not working in SFO
I have a problem with SFO. There is no response when I click the "CRM Task"
button on the SFO CRM Toolbar. The others work fine - CRM email, convert to
crm email, crm appointment, etc. This only happens on one machine. Can't see
anything on the server logs. Where should I be looking for errors on the
client? Anyone seen this problem before?
Try clearing the "cache".
In the SFO client>
Tools and Options
Other tab and then Advanced Options button
Custom Forms button and then Manage forms button
The click the "clear cache" button.
Should be OK then.
Guy....Please help Password Trouble
I am using outlook 2000 on a DSL line on XP Home. I have chosen to not save
my password, and the problem that I am having is that everytime I go to
check my mail it makes me type in my password.
There must be a way (like in express) that allows you to just type in your
password the first time you log into outlook and keeps you logged in until
you decide to log out??
Thanks for your help!!!!
7 Kimball Lane
Lynnfield, Ma 01940
im: vaincmar...CRM 4.0 Terminal Services support
I have read through the CRM 4.0 planning guide and the "what's new in CRM
4.0" partner guide, and see very little mention of Terminal Services support
for the client Outlook 2003/2007 CRM Plugin. One example in the Planning
Guide page 4-63 shows a "Terminal Server, Microsoft Dynamics CRM for Outlook"
in "Domain B - Forest Y". There also appears to be a discrepancy between
these two guides in support for Windows 2000 SP4 - the what's new page 2-11
specifically says it is supported, and the planning guide page 3-29
specifically says it is not.
Is t...Please help....
I have a question regarding bank reconciliations that I am hoping someone
can help me with. It concerns a USD bank account that I use.
At the end of the month I prepare the bank reconciliation in GP. After
completing the reconciliation I get a print-out called the "Reconciliation
Posting Journal". This print-out provides me with the folowing:
Bank Statement Balance
Depoits in Transit(+)
=Adjusted Bank Balance
All of these amounts are in USD.
Then I go to "Financial - Inquiry - Summary" and pull the summary balance
for this GL ...Outlook 2002 backup question...please help!
I am having a problem with windows which may require me to reformat. I
cannot get into outlook (2002) via windows, but I can access files from dos.
Can someone please tell me where the data files for outlook 2002 are stored,
and which ones I'd need to copy?
Thanks in advance for any help.
See if this info helps:
"Jim" <firstname.lastname@example.org> wrote in message
> Hi all,
> I am having a problem with windows which may require me to reformat. I
>...Require Password to View Worksheet
I have a workbook with 12 worksheets. One of them contains data that i
not for all to see. I'd like to require a password to view this on
worksheet while leaving the remaining sheets open to all. Right now I'
just hiding it, but I'd like to make it more secure. Any ideas? Thanks
Message posted from http://www.ExcelForum.com
If you protect the windows structure (tools|protect workbook), then that
worksheet can't be shown (until the workbook is unprotected).
The bad news is that there is code posted every day to do just that.
If you really want to protect the info on that...Is there a way to share your calendar to other users in CRM sales.
...Track in CRM error 08-18-06
In Outlook, when a user wants to send a message, and the user clicks the
"Regarding" button, the user can then pick the account/contact, etc.
However, when the user clicks on the send button, the following error is
You do not have enough privileges to access the Microsoft CRM object or
perform the requested operation. For more information, contact your system
administrator. Do you want to send the e-mail? If you click Yes, the e-mail
will be sent out, but no corresponding activity will be creat...Please explain the steps to use the Dlookup function in Access?
explain me the steps to use the dlookup function like how we use in EXCEL
Getting a value from a table: DLookup()
Allen Browne - Microsoft MVP. Perth, Western Australia
Tips for Access users - http://allenbrowne.com/tips.html
Reply to group, rather than allenbrowne at mvps dot org.
"Balu" <Balu@discussions.microsoft.com> wrote in message
> explain me the steps to use the dlookup function like how we use in EXCEL
...Checking Version/Build of CRM client
The current full version build of the V3C indicates its 3.5300.0.1361. When
you check the version in the Outlook client, it displays the first few
sections but leaves off the 1361. I'm look for a way to verify if the V3C has
in fact been applied to an Outlook client.
Portland: 503-345-9176 ext 814
Seattle: 206-686-3254 ext 814
Gateway Solutions Inc
Certified Microsoft CRM Solution Partner
Could someone post the details of the server config in terms of Windows
version, SQL, etc. for MSCRM 3.0 server?
I've been told by Microsoft that the hardware/software requirements for 3.0
have not changed from 1.2 (You can learn more about 1.2 requirements at
http://www.microsoft.com/technet/prodtechnol/mscrm/mscrm12/plan/04_PlnDp.mspx#EDAA ). They also said that 3.0 will run on SQL 2005.
> Could someone post the details of the server config in terms of Windows
> version, SQL, etc. f...please ignore this post
Oops... please ignore this pos
~~ Message posted from http://www.ExcelTip.com
~~View and post usenet messages directly from http://www.ExcelForum.com
...CRM 4.0 workflow.config error
I am getting the following in my trace log in CRM 4.0.
"The DotNetAssembly upgrade failed: Microsoft.Crm.CrmException: Failed
validating the workflow.config file. The 'entity' attribute is not
The workflow.config is fine and contains a parameter as follows:
<parameter name="AccountID" datatype="lookup" entityname="account"
I know that it is calling the workflow step though because an earlier
error was fixed when I changed the config of the step.
Does anyone know what is going on? CRM 4...