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More site info...
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Forum profile page for CRM on http://microsoft.com.
This report page is the aggregated overview from a single forum: CRM, located on the Message Board at http://microsoft.com.
This forum profile page summarizes the general forum statistics such as: Users Activity, Forum Activity, and Top Authors, which are reported in either a table or graph below for a given reporting time period.
Additional forum profile information for "CRM" on the Message Board at http://microsoft.com is also shown in the following ways:
1) Latest Active Threads
2) Hot Threads for Last Week
Warning: These statistics are generated using 'best efforts' and can experience delays and reporting errors at times. Please note that such statistics do not constitute a forum's popularity and/or exact posting volumes at any given reporting period.
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Posting activity on CRM:
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Week
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Month
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3 Months
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Threads:
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285
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717
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2,123
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Post:
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456
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1,408
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4,710
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CRM Posting activity graph:
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Top authors during last week:
user's latest post:
Extremely high SQL load from...
Published (2009-12-25 21:28:00)
If not already done, check the event logs and the service jobs within CRM. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
user's latest post:
Run Dynamic crm report
Published (2009-12-25 09:34:00)
Hi Sohaib, Do you want to launch the report from a win app? or from an asp.net page? H.
Alex Fagundes - PowerObjects
13
user's latest post:
Creating Record for CustomEntity...
Published (2009-12-23 16:48:00)
Hi, Check out the SDK and documentation. http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en The msdn library has lots of examples: http://msdn.microsoft.com/en-us/library/bb928212.aspx
user's latest post:
1900 dates on fields when date...
Published (2009-12-24 18:31:00)
Hi, Cheesefan. If you use supported methods for migrating data from other application to CRM you can develop a plugin which will handle create event in pre-create mode, check date field and if it is equal 1/1/1900 - remove it from context. If you use unsupported methods like direct data insert you can try to create trigger with similar functionality.
user's latest post:
Opening a page in I frame in...
Published (2009-12-24 21:43:00)
Hi I want to open a web page say google.com.. But I want that it can be opened in a language selected by user... I am maintaining this prefered language for user in a custom entity as a picklist... Is this possible when I am opening this page using an I Frame
user's latest post:
Cannot create new custom entity
Published (2009-12-23 11:41:00)
Hi, I just faced a problem with similar info... It seems (but can't affirm that) that an organization import can, sometime, update the Organization Id by leaving some trace of old id... I just faced this problem regarding organization report security data in principalobjectaccess, the orgId wasn't the good one...
user's latest post:
business unit structure advice
Published (2009-12-23 17:19:00)
What do you know about setting up privileges? Access levels: - none - user (my own) - local (my BU) - deep (my BU and it's decendents) - global (organization) Again, all records are owned. All records can be shared. So if George at reseller1 owns Pizzaria d'Joe, someone with privilege could share it with contractor Ralph. That's what I mean. The...
user's latest post:
How Do I Install the Outlook...
Published (2009-12-23 01:39:00)
You have to uninstall and install everything once again on the new account.
Joel Lindstrom, CustomerEffective
8
user's latest post:
"Track In CRM" in...
Published (2009-12-17 03:12:00)
There is a bug in tracking emails in outlook where the address contains parenthesis. Outlook adds the parens every time you have multiple email addresses for a contact. This will result in this error. This problem is fixed in Update Rollup 6.
user's latest post:
upgrade crm 3.0 to 4.0-how to...
Published (2009-12-23 07:56:00)
Hi, basically yes. If you have deployed Forwarding Rules to the mailboxes of the users, you have to remove them by hand. Marked As Answer by vonig 6 hours 19 minutes ago
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Latest active threads on CRM::
Started 2 weeks, 3 days ago (2009-12-09 12:58:00)
by NeilBenson
Hi Eric, sorry to disappoint you, but: Teams can't have other teams as members Teams are for record sharing, and have nothing to do with reporting Territories are for managing sales teams and quotas Reports are based on business units So you're going to have to use a combination of territories and business units to achieve your requirements.
Started 2 weeks, 3 days ago (2009-12-09 12:55:00)
by NeilBenson
Hi Jay, the CRM product catalog is a quite a complex area of the system, and it's understandable that it doesn't seem straightforward to you. Firstly, the product catalog area itself has some fields that are designed for use by customers who integrate CRM with another system (ERP, accounting, manufacturing, stock control, etc.). Product attributes such as List Price, Standard Cost and Current ...
Started 2 weeks, 3 days ago (2009-12-09 18:04:00)
by Rob Boyers
Hi Jason, Try the following: Create a workflow against the appointment entity that starts when the record is created. Add a wait condition then drill into the step and select 'local values > workflow' in the picklist. Select 'Timeout' then equals, then 5 minutes after Actual End. Save & close, then add a check condition to look at the status. If not complete then add a change status step to ...
Started 1 day, 4 hours ago (2009-12-26 05:25:00)
by Leon Tribe
Wrong forum. This one is for Dynamics CRM (another software product), not Dynamics NAV. Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe
Started 4 days, 21 hours ago (2009-12-22 12:45:00)
by v pavan rao
Hi, I am giving you sampel code of creating phone call when lead is created .....you just need to chagne the entity and attributes and much of the code will be the same Below are the changes which you need to do.... if (entity.Name != EntityName.lead.ToString()) { return; } //change lead to account phonecall crtcall = new phonecall();// insead of creating phone call create account entity ...
Started 4 days, 20 hours ago (2009-12-22 12:58:00)
by Andriy a33ik Butenko
Started 4 days ago (2009-12-23 09:03:00)
by Tanguy T
With plugins, you should be able to make something approaching your need...
During convertion, intercept the action with plugin and store information about that lead and the action in a custom entity. You will need to throw an exception to stop the convertion and maybe send back a message to the user telling him the action need approval...
Then another user can read this custom ...
Started 1 day, 12 hours ago (2009-12-25 21:12:00)
by Leon Tribe
First question is if it is a single server deployment. One of the most common problems with SRS in v3.0 is double hop issues with multi-server deployments. Assuming this isn't the case, it's been a while since I played with v3.0 but there should be a diagnostic wizard there somewhere. Failing that, backup the databases, reinstalling and then using the CRM redeployment tool to reattach the ...
Started 1 day, 12 hours ago (2009-12-25 21:28:00)
by Leon Tribe
If not already done, check the event logs and the service jobs within CRM. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
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Hot threads for last week on CRM::
Started 5 days, 10 hours ago (2009-12-21 23:28:00)
by Scott Sewell, CustomerEffective
I don't recognize that as a part of the normal maintenance - is it possible that someone there has added this to the DB? Where do you see the job running?
Started 3 days, 18 hours ago (2009-12-23 15:24:00)
by mardukes
I'm not really comfortable with the approach. Business Units are about users, employees not about customers. Microsoft's advice is to create BUs according to the company's organization chart. Second, BUs are about security. What security specifications are you solving with this plan. You've pointed out exactly why your approach is faulty. What about contractors. That's certainly a ...
Started 5 days ago (2009-12-22 08:51:00)
by Tanguy T
There is no problem at all to move users from one OU to another one.
The users are retrieved with their SID which doesn't change when moving them
Started 4 days, 1 hour ago (2009-12-23 08:47:00)
by Tanguy T
How your email router is parameterized?
Started 1 week, 2 days ago (2009-12-18 07:53:00)
by Andriy a33ik Butenko
Hi. You can create text field in your entity, place it on entity form, read the data from other db and convert this text field to picklist using this script . Other way - you can create a picklist and synchronize its data with other DB.
Started 6 days ago (2009-12-21 09:15:00)
by Hassan Hussain
Hi, If your code is working in the dev environment then there should be nothing wrong with the code. I suspect the security settings on the production server might be causing the problem. Here are a few tips to debug / understand the problem. 1- Are you able to access the custom webservice " http://serverurl/ORG/ISV/SampleWebService/Service1 .asmx " on the prod. server? My gut feeling is ...
Started 1 week, 2 days ago (2009-12-18 02:09:00)
by nipunsharma
By default Ms CRM is a role based system,If roles and BU structure is designed and assigned properly this problem should not come.Please check your leaqd assignment rule is this automatic?if yes what logic you are using?Please also check your Lead view right for the respective users.If view right of lead is User level than possibility of a user seeing the leads of other user within the same eco ...
Started 3 days, 6 hours ago (2009-12-24 03:40:00)
by Muhammad Ali Khan
Hi you can still add the webreference. Right click on project ==> Add Web Refrence, type the Webservice URL and click go. It will ask for the Login Credential. Here you can specify the credential of any ms crm user. After that a proxy class will be generated to you. Now in your code since you are not a crm user, you can use the crm user credential like this. CrmAuthenticationToken token = new ...
Started 3 days, 6 hours ago (2009-12-24 03:29:00)
by Muhammad Ali Khan
Hi i am not sure, what you want to do. But you have to add the web reference to use teh MS CRM URL. once you add teh web reference only then it will generate teh proxy .cs file for you. However, The other way is to call the CRM Webservice using the HttpWebRequest in your code and call the MS CRM Webservice. see these two links it may help you. http://www.codeproject.com/KB/cpp/...
Started 3 days, 17 hours ago (2009-12-23 16:03:00)
by Alex Fagundes - PowerObjects
Hi Mark, My first suggestion is if you are generating a large number of emails, see if you can do this server side by using the email router. Then the actual sending of these emails would be done by the email router and not the outlook client. There are other pros and cons to this and some limitations too. As for speeding this up, there is a bit of back and forth traffic when doing a mail ...
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