How to create a CustomerID field for custom entities
The customerid field is used in opportunity and case and it allows you
to select an account or contact, Great.
I want to create this field in a form for a new entity i have made,
but i cant work out how.
Customer is special composite type which is not available for custom
entities in CRM 3. You will need to add two separete lookup fields for
account and contact.
uMar Khan :: MS CRM MVP
CRM Freelance Consultant
Email :: imumar at gmail dot com
Blog :: http://umarkhan.wordpress.com
MVP :: https://mvp.support.microsoft.com/default.aspx/profile/umar.khan
&...Outlook offline reports not available
I have setup most of my CRM 4 users with the Outlook client, which seems to
work considerably better than that in CRM 3. However, when the clients are
traveling and unable to attach to the Internet, the reports are not
available. Is there any way to make the CRM reports available offline. The
SQL database is loaded on each of the user PCs and everything else seems to
be working just fine. Any assistance will be appreciated.
It is working on our end ok.
I would try the following:
1. Setup a test client with a CRM Administrator login and install the 4.0
CRM Outlook ...Hello 04-11-10
Haw do you do?
...Using crm:5555 rather than a custom hostheader
I would just like to know what's the recommended solution for a CRM (v3)
deployment:- use the standard crm:5555 or a custom hostheader e.g.
Will the custom hostheader cause me any problems? Will external users be
able to logon remotely using this host header?
We get this NDR error when someone sends to a particular address:
550 Only 1 recipients accepted with null sender address
Again, the emails are sent using Outlook to a listing in our GAL for the
Custom Recipient. I have checked the outgoing messages and they do contain
a sender address.
Have you contacted the recipient's admin folk on this?
> We get this NDR error when someone sends to a particular address:
> 550 Only 1 recipients accepted with null sender address
> Again, the emails are sent using Out...Custom Item Movement Report
Anyone out there have a custom item movement report and item movement
history report that includes extended description that they would be willing
That was a pretty tricky request but I was able to make the change.
Download the reports here:
If you cannot download from there shoort me an email and I will send
over. Check out our RMS add-ons website in exchange..
New West Technologies
Can you do one with "Transferred To"...IWAN & IUSR bei Crystal Reports? *help*
my problem is that i can see the crystal reports, but when i open one i get
"more information is needed".
But till yesterday i could open reports!!
Now after some search i see that i have no IUSR_servane and no
IWAM_servername. how could this happen?
My system is AD, SQL, CRM and each of them is one a seperate 2003 server.
Please let me know if you have any suggestions.
sound strange with the IWAN and IUSR.
I offten have this problem. There are a techknowledge article with 13
resoluti...Custom cell formatting
I need to create a custom format for a series of cells that will begin like
I can't figure out what the code character is fora volitile potentially
Can anyone help me??
something like this might work for you but you'll need to put all the
leading digits in for the entry with the alpha character
"MDavison" <email@example.com> wrote in message
> I need to create a custom format for a series ...custom address list for EXTERNAL email addresses
I know it is possible to create a custom address list in Exchange 2003 for
internal use but how about for external email addresses outside of a company?
Is this possible?? Any help would be appreciated. Thanks in advance.
Create contacts for each of the external mail addresses and add them to the
distribution list. If add a valid internet email address to the distribution
list external people can also send to it.
"Steven Peters" <Steven Peters@discussions.microsoft.com> wrote in message
> I know it is pos...Need help with formula 01-13-10
I am trying to adapt a formula in I2 from another spreadsheet that works
well, but won't in mine. I've traced the error, but I would need help to
understand the help it gives! My formula is this: =IF(J2="0-Jan-00","To be
advised",WORKDAY(J2,1,NWD)). I have a worksheet in the same workbook with a
list of non-workdays, and defined the column of dates with the name "NWD".
What I expect the formula to do is this: If J2 is Feb. 4, it would give Feb.
5 in cell I2 because Feb. 5 is NOT a non-workday in NWD. But if J2 is Feb.
5, and Feb. 6 and...Z Report shows zeros for an entire shift
How do I correct the problem described above? All receipts are printed
correctly, and all transactions seem to be successful. However, the Z report
that is run at the end of the shift prints all zeros? Any ideas???
I am having the same problem. All the transactions are successfull and I can
see the sale amounts and etc at crstal reports but all the z, zz and x
reports print "$0.00" amount. Does anyone know how to solve this problem?
> How do I correct the problem described above? All receipts are printed
> correctly, and all transactions seem t...Passing a variable as a parameter value instead of a literal string to a child report?
In the Navigation section (Jump to URL), I have the following:
This works as designed - a new window pops up with the "My Report"
report and the StartDate and FinishDate of 01/01/2009 and 12/31/2010
are passed respectively.
But what is the syntax for changing the "01/01/2009" and "12/31/2010"
to variables that point to the StartDate and FinishDate parameters of
the PAR...SUMPRODUCT 01-21-10
The following formula works fine:
However, I cant seem to get the following to work:
I need to be able to summarise (using a headcount indicator (1) in Column
CI) ...Print Report "Bold" Font Category Name Problems
When I print income/expense reports in MS Money 2006 the category names do
not print in bold, making them very difficult to read since they end up as
the same font as the sub categories. On the screen, category names are
bolded. Does anyone know how to fix this print problem?
...Can I set my custom views on Pivot table
I want to get Pivot table data on my invoice, is it possible to set custom
views so that I can get Pivot table results on invoice format, I've tried
views that offer excel but it doesn't offer custom views
...Outlook Express Attachments #10
OE strips attachments containing Word docs. How do I
The blocking access to feature is disabled via the security tab under tools
| options. (its the second checkbox from the top.)
Neo [MVP Outlook]
Due to the Swen virus, all e-mails sent to this account will be deleted
"Jim Beam" <firstname.lastname@example.org> wrote in message
> OE strips attachments containing Word docs. How do I
> stop this?
Tools Options Security untick the second check box
"Jim Beam" <email@example.com&...Z Report Customer Count vs Hourly Sales
My Z report shows customer count of 380 and hourly sales total of 384. Why
the difference? This happens all the time.
Your glass is:
Half-Empty : Do folks at register forget to ask "Is there anything else I
can help you with?"
Half-Full: Your impulse items at POS are working -- better late than never!
> My Z report shows customer count of 380 and hourly sales total of
> 384. Why the difference? This happens all the time.
OlyBikes Locally-Owned B...Reporting Services not installed
I have installed crm and reporting services but when I go into a report,
display it and then hit print I get an popup box saying....
"Do you want to install this software?
Name: Microsoft SQL Server Reporting Services"
Can anyone help please
There's an ActiveX control each client machine needs in order to print SQL
Reports from CRM. It's a one-time 5-second install.
Matt Wittemann, CRM MVP
> Hi all,
> I have installed crm and reporting services but when I go into a report,
...Custom CRect Question
I have a custom rectangle class that inherits from CRect:
class CCustomRect : public CRect
CCustomRect(RECT* source, CPoint pt, COLORREF rgb);
void Update(RECT* r);
Inheritance has worked well until I found myself needing to create the
RectBase function (above) to return the rectangle dimensions.
CRect does not seem to have any methods that can be called to return the
base class's RECT value.
I could take CRect::Size and construct a rectangle to return, but this seems
a bit much.
My...MVP PLESE; Report Manager
I did all required in installation and when the Report Manager comes up
I get no options either under "view or scenario", All I see is "none".
No selection in the drop down for any of the 6 out of 20 columns I want
Is my Report Manager corrupted? I just d/l it today from the MS site.
Running Excel 2002.
It's so easy in MS Works.
...Is there a way to convert OE 03 form templates?
I have a user that has upgraded from outlook 2003 to outlook 2007 and has a
form template from 2003 that is in a FDM extension.
Outlook 2007 is unable to read this form.
Is there a way to convert this form, or will the user just have to create a
new form with their new version of outlook?
Any information appreciated.
What happens when you try to install the form?
Any error message?
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003
Outlook FAQ, HowTo, Downloads, Add-Ins and more
http://www.ms...Installing Outlook 2003 using Custom Wizard
I am installing Outlook 2003 using the custom installation wizard. This was
working fine for some time. Now, someone in my group must have modified the
settings because when I install Office using this MST file the local Outlook
Contacts are not showing in the GAL. When I go to the properties and try to
add it the check box for "Show this folder as an email address book" is
greyed out. I have to go in and manually add the Outlook Address book. Can
anyone tell me what setting I can change in my Outlook custom install
settings for the MST to make this available by default? ...Reporting in POS2009
I have installed pos2009 on XP machine and unable to get the standard reports that are included in the product to function properly. For example on the main screen of the managers view it shows me daily sales / top items / sales per cashier / etc.
When I go into reports to look at the report for daily sales it comes up totally blank - indicating no data to report. I have checked to make sure there are no filters applied.
All the reports behave the same way.
Otherwise pos2009 appears to be functioning normally.
Any troubleshooting tips would be appreciated.
EggHeadCafe - Software ...GP 10 sp1 Installation guide
Did anyone get a copy of the installation guide for the sp? I am downloading
the sp but I get an "access denied" error with the docs.
If so, can you email to me offline. Contact me and I will send you my email
I was able to download the install guide. Please send me your email and I
will email to you.
> Did anyone get a copy of the installation guide for the sp? I am downloading
> the sp but I get an "access denied" error with the docs.
&...Says printer not installed
I'm using publisher 2003 on Windows 2000. When I try to
print or use print preview I get the following message:
"To print or preview a publication, at least one printer
must be installed on the system."
It tells me a printer has not been installed on the system
if I try File to Print. I do have a printer installed.
If I go into the printers folder and delete my printer,
then re-add it, my documents will print. If I exit
Publisher and go back into it later, I would have to do
the same thing.
Anyone know how to fix this??
Go to the manufacturer's web si...