CRM Forum

Missing parent virtual hard disk (CRM 4.0 Demo VPC) file VPC download for CRM 4.0

Mon, 02 Nov 2009 21:33:23 Z

Hi,

I am trying to install the VPC for CRM 4.0 and got stuck at step-8 of Virtual PC for Developer Ramp-up Kit.docx where it asks for the parent virtual hard disk (CRM 4.0 Demo VPC). The dowload i got CRM 4.0 VPC from MSDN has a shortcut for "CRM 4.0 VPC Base" but MSDN cannot find the related file. i am not able to proceed with the VPC installation. Can you please help me find the the "parent virtual hard disk (CRM 4.0 Demo VPC). "?

Thanks
Ramya

Architectural suggestion required for content management in MS CRM

Fri, 27 Nov 2009 06:46:47 Z

Hi Architects,

I am going through a enhancement requirement and architectural tuning. I have following entities for content management in MS CRM.

Content Group: Master entity for Content
Content: contains all the information for Content
Content values: Contains the content values

Relation ship structure:
Content Group -->N:N-->Content -->N:N-->Content Value -->N:N-->Client

There is another stream with two different entity Content List and Content List Item
For this I have relationship structure as
Content -- >N:N-->Content List -->N:N--> Content List Item -->N:N--> Client

Here client Entity we can consider as account.

The problem is : we have a lot of navigation to manage the content in this structure and also Content information are imported using scribe so it takes a lot of time due to this structure.

Also there is deficulty to manage the content as if someone wants do delete content is is costly due to the relationship behavior.

Can we have some simplified architecture to manage this? Please share your opinion and suggest if any optimized architecture is possible.

Regards..

Updating data directly using queries in SQL not recommended

Fri, 27 Nov 2009 03:55:33 Z

Hi,
Updating data directly using queries in SQL is not recommended instead done using workflows or plugins.Can somebody let me know the drawbacks of this SQL updation/deletion.provide any links if any articles .

Thx in Advance.

Deleting a contact, deletes the contact's activities -- why?

Wed, 25 Nov 2009 17:03:05 Z

I want to delete a few thousand inactive contacts*.

However, I've discovered that when contacts are deleted, all the activities associated with that contact (open and completed) are also deleted. For example, if contacts A and B are associated with an appointment. When I delete contact A, I expect the appointment record to still exist, hopefully still associated with contact B. But when contact A is deleted, the appointment record is no where to be found. The delete action seems to cascade from the contact down to the activities associated with the contact.

I didn't think this was the expected result, so I checked the contact:activities relationship behavior: it's set to 'Remove Link'. Just to remind myself what this meant, I checked the CRM documentation (8-8 of courseware for 8912 Customization). Remove Link is designed to preserve referential integrity by setting the value of the Relationship attribute in the related record(s) to NULL.

To me, Remove Link doesn't seem to preserve referential integrity, it anihilates it.

Has anyone got any ideas why Remove Link seems to have the same result as Cascade All?

* P.S. The reason why I'm trying to delete inactive contacts is that the import to enrich 'feature' doesn't work if there is an active and inactive copy of the same record even though they have different GUIDs.

CRM4 Import Source: Cant sort on the Description column

Thu, 26 Nov 2009 10:23:22 Z

Hi,

After youve imported a file you might have some failures, if you try to sort on the Description column for the failures then it looks like its sorted them but in fact it doesnt.

Weve got CRM4 with RU7.

Is there a fix for this?

Thanks

Pete Moss

Case study - Crm Auth

Thu, 26 Nov 2009 08:56:35 Z

Hi everybody,

Assumption: We have a crm server and a system (with a lot of business in it) that must connect to the crm server. The server in that this system resides is in a different network than the crm server.

Question: How can the business system authenticate to connect to crm server (different networks)? On-premise is used only for intranet connections? Do you think is a good idea to make a proxy server on the same server as crm to expose the crm actions without needed of authentication?

Thanks!

no email address for appointmment attendees synced to Outlook

Fri, 13 Nov 2009 05:21:56 Z

Hi
I have issue with the Outlook plugin for CRM 4.0 rollup 6. A user creates an appointment in CRM and adds a contact to the required field from from the lookup. The contact record includes a valid email address. After the appointment is synced to Outlook, the user will try to send invitations to the attendees from the Outlook Meeting screen. The attendees' names appears in the 'Send ' field as they should based on the contacts that were added when the CRM appointment record was created, however their email address appears as 'UNKNOWN'. The process works correctly if a user record is selected for the 'required' field when the appointment is created in CRM but not if a contact record is used.

Has anybody else experienced this issue? I have revievewed the documentation relating to roll up 7 and can find no mention of a fix for this.

Member is not listed for include or exclude

Thu, 17 Jul 2008 05:47:33 Z

Hi all,

i found some trouble when doing this:

Step to reproduce:

1. Open Marketing and choose marketing list, search "test"

2. Double click "Test"

3. Click Quick Compaign on Left menu

4. double click "1"

5. click information

There is no information about exclude member.

do you know what's going wrong?
any help will be very appreciated.

Thank before.

Quote MailMerge with Write-In products

Thu, 26 Nov 2009 13:46:08 Z

Hi,

I am trying to create a Mail Merge template for a Quote,
With a table for the Quote Produces that includes the price, qty and item description.

Everything goes well, but it can't seem to insert "Write-In" Product lines.

Is this a known issue?
Does anybody have any suggestions or solutions?

Any help will be highly appreciated,

Thanks,

Oz

Adi Gilad

Product pricing

Tue, 24 Nov 2009 14:06:59 Z

I have a question concerning a custom pricing developement in CRM:

1.I'd appreciate if I could count a total amount of a product price by selecting the variables
of a custom function (we already use this function in excel worksheet).

2.If the 1 is possible, where is the most common place to put that variables in CRM?

Thanks in advance!

CRM 4.0 Reassigning and or delete activites through workflows

Wed, 25 Nov 2009 12:58:58 Z

I am a relative novice, but we have setup a few custom entities with custom workflows, with various acticvities attached to each entity.

However when each entity progress's along the workflow, the activities need to be reassigned to the new entity.

How can you do this without integrating the .net SDK?

CRM4: Data Import, Its possible to import blank data into a required field

Thu, 26 Nov 2009 10:29:27 Z

Hi,

It appears to be possible to a blank value into a required field, if its a picklist then the data import tool gives you the option for what to map blank values to but this doesnt apply to free text/nvarchar etc..

This means its possible to bypass the CRM Required fields, is there a fix for this or is this how its meant to work?

Thanks
Pete

Pete Moss

Case Numbers limitation in CRM 4

Thu, 26 Nov 2009 16:18:57 Z

Hi there

Just wondering, what is the maximum number of Cases that can be created using the out of the box Auto-numbering feature for Case entity in CRM 4?

Thanks
Pawan

New Picklist values for Customer Relationship records

Thu, 26 Nov 2009 09:56:22 Z

Hello,

How to add new picklist values for "Role 1" and "Role 2" picklists

In Contact records, Relationships- New Customer Relationship

After selecting Party 2, "Role 2" picklist have only two values "Manager" and "Reports to", how to add new picklist value "Sr. Manager" here.

Thanks in advance

-Mac

Custom workflow activities

Thu, 26 Nov 2009 11:46:50 Z

On our development site using CRM 4.0, we have created a number of custom workflow activities, registered these on our server and the workflow assembly is stored in the database. We will be creating workflows that use the custom activities and we will ship these to our customer sites and register the custom workflow activities on their site in the same way, storing the assembly in the database.

My question is, when a custom workflow activity is used in a workflow, does it reference this activity by id or by name? If it’s by id then this will be different on each site so we can’t create workflows for our customers using these custom activities on our development site as they won’t work on a customer site.

We have had an instance where we got the message: “The custom workflow step is not valid. For more information, contact your system administrator.” where a workflow that was created on our development site was exported to a customer site and was using a custom workflow activity that was already registered on the site. The error message appeared when we tried to publish the workflow. The custom activity used in the workflow had to be removed and added again before the workflow could be published.

2nd level menus show up behind the upper level - HELP

Mon, 02 Nov 2009 20:23:49 Z

I am the only one in my company that has this problem so I am wondering if anybody else has seen this. When I click on a top menu and then choose a second level. The second level items show up behind the top level menu items. Take a look:

http://www.thoughts.com/index.php?_action=photo_view&id=190930

This basically makes CRM unusable.

[CRM4.0] Attach a file to appointments via a plugin? - How to ge the entity ID on a "book" message?

Wed, 30 Apr 2008 18:20:02 Z

I'm trying to create a plugin that attaches a file from the Sales Literature to an appointment when it is created.
I have this "half" working, in that it only fires if there is a scheduling conflict and I tell it to save anyways. (Pre/Post only fire on this when using the Create message).

I saw another post on here saying that Create is fired in the child pipeline. So, I tried switching this to run in the child pipeline, and got an error when I was creating the webservice.

I then tried using the GetCrmProxyUsingEndpointUrlInChildPipeline from the PluginHelper to try creating the webservice, however this started to throw an SQL Error.

I then tried having this event fire on the "Book" instead of "Create" message. However for the life of me, I can not figure out how to get the EntityID of the appointment that is trigering the book message. The "GetEntityId" from PluginHelper.cs is throwing an exception.

The code I have to find the Sales lit item, create the annotation and attach the file is working fine - just trying to find the entity ID is being difficult.

Any ideas?

Domain Admin with seperate mailbox account - CRM outlook client custom login

Wed, 25 Nov 2009 14:58:18 Z

Im new to dynamics, all of us at our company are very excited to get this up and running for our company. I have deployed Dynamics CRM 4 on an individual 2003 Server VM running a native 2008 SQL Server.

I am a domain admin and i would like to configure my crm 4 outlook client on my terminal to connect to dynamics using my seperate mailbox login credentials.

The problem im facing is that my outlook client connects to my exchange account using my mailbox account credentials, but the crm client connects to dynamics using my domain admin login credentials (that which i login into my terminal with).

Is it possible to configure the CRM outlook client to connect under specific credentials, or is there a way to configure my user information within Dynamics CRM 4

Any help on this would be appreciated

Advanced Find constantly bombs out when creating a search query

Thu, 26 Nov 2009 11:57:09 Z

When I am creating an Advanced Find query, the windows keeps crashing and reopening, and it is getting very annoying. Does anyone know why this is happening and how to stop it. I am using IE8 on Windows 7, CRM 4.0 build 4.0.7333.2138

Mail merge via Outlook troubles

Tue, 17 Nov 2009 19:45:37 Z

My company uses Mail Merge from the Outlook client and we have build a system dependant on the mail merge creating an activity in CRM as a result of the merge - which is why we use Outlook and not the webclient.

However it seems that the connection between CRM and Word is thrown in the beginning of the Mail Merge, so our users is presented with the file dialog known from Mail Merge in the webclient. To re-establish the connection between CRM and Word they have to close down Outlook og reopen. The second time is usually allright.

Anyone outhere with similar experiences - and, hopefully, ideas, because MS is NOT very helpfull.

The server has rool-up 6 installed, the clients are up to roll-up 7. IE 6 or IE 7 - no change.

Jens Nielsen

Search All Leads

Thu, 26 Nov 2009 06:31:26 Z

I noticed that the Search box for Leads only searches the Open Leads in the database. I would like to create a similar search functionality to using Advanced Find where the user types in the company name and all leads in the database are searched for the keyword.

Any ideas as to how I can go about this?

Thanks
Tony

Sync Outlook Company Field to any field in Dynamics CRM 4

Fri, 06 Nov 2009 20:08:50 Z

Is there any supported or unsupported way to Sync the Outlook Company field with any non lookup field in Dynamics CRM 4. I can Sync mostly all other fields that I need except this one. Please help

Code to pull most recent note in a report using SQL Server BIDS

Tue, 06 Oct 2009 15:18:27 Z

I’ve created an Opportunities report in SQL Server BIDS that is used in CRM 4.0. I would like to know how to pull only the most recent note entered on an Opportunity record. I’ve linked the Annotation table to the Opportunity table, but I can’t figure out how to show only the most recent note. Can anyone help?

Error code 1309 IIS

Sun, 22 Nov 2009 13:06:49 Z

Hello,
Kindly please try to help me to discover which error I have, and the way to solve
I've been stuck for several weeks in this
Simply, I have CGI based on Application post HTTP/1.1 request to my server, I should get the request then response in the same session
but, I think the request never arrive to my home page. always stuck in at IIS and gives the following error
any help will be highly appreciate

thanks in advance
KAM
Event Type: Warning
Event Source: ASP.NET 2.0.50727.0
Event Category: Web Event
Event ID: 1309
Date:  11/22/2009
Time:  3:52:10 PM
User:  N/A
Computer: SVR200
Description:
Event code: 3003
Event message: A validation error has occurred.
Event time: 11/22/2009 3:52:10 PM
Event time (UTC): 11/22/2009 2:52:10 PM
Event ID: b4fe9c06f9324b48bcec0253b5afd548
Event sequence: 15
Event occurrence: 2
Event detail code: 0

Application information:
    Application domain: /LM/W3SVC/1/ROOT-1-129033738190396250
    Trust level: Full
    Application Virtual Path: /
    Application Path: c:\inetpub\wwwroot\
    Machine name: SVR200

Process information:
    Process ID: 3880
    Process name: w3wp.exe
    Account name: NT AUTHORITY\NETWORK SERVICE

Exception information:
    Exception type: HttpRequestValidationException
    Exception message: A potentially dangerous Request.Form value was detected from the client (VENDORID="XXX||<?xml version='1.0' ...").

Request information:
    Request URL: http://192.168.XXX.XXX/default.aspx
    Request path: /default.aspx
    User host address: 192.168.XXX.XXX
    User:
    Is authenticated: False
    Authentication Type:
    Thread account name: NT AUTHORITY\NETWORK SERVICE

Thread information:
    Thread ID: 1
    Thread account name: NT AUTHORITY\NETWORK SERVICE
    Is impersonating: False
    Stack trace:    at System.Web.HttpRequest.ValidateString(String s, String valueName, String collectionName)
   at System.Web.HttpRequest.ValidateNameValueCollection(NameValueCollection nvc, String collectionName)
   at System.Web.HttpRequest.get_Form()
   at System.Web.HttpRequest.get_HasForm()
   at System.Web.UI.Page.GetCollectionBasedOnMethod(Boolean dontReturnNull)
   at System.Web.UI.Page.DeterminePostBackMode()
   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
   at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
   at System.Web.UI.Page.ProcessRequest()
   at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext context)
   at System.Web.UI.Page.ProcessRequest(HttpContext context)
   at ASP.default_aspx.ProcessRequest(HttpContext context)
   at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
   at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)

Custom event details:

For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp.

Default track all emails in CRM

Wed, 25 Nov 2009 15:05:21 Z

All,

Is there a way where I can lock out users from changing the "track emails" option on their clients? I don't want to have to micromanage my sales people to make sure they are not switching this. Any thoughts?

-J

Send a file to All members of a marketing List in CRM 4

Thu, 22 May 2008 13:30:19 Z

Hi again everyone,

   In a previous post, it was pointed out to me that you cannot send an email with a file attachment to a marketing list. An email activity cannot contain a Marketing List name in the TO, CC or BCC fields, nor can an email created in a quick/Campaign have an attachment.

   I am left wondering how to send out our newsletter to all members, and have a record in CRM. I was thinking of the following:

Is it possible to sync a marketing list to an Outlook 2003 Distribution List?
Has someone created a script that performs the sync described above?
Can this sync be done automatically?
Can the Outlook distribution list be located in a users's personal address book, or the global address book?

   If this can be done, it would provide a HUGE advantage. A user could:

create the email in Outlook, and put the distribution list in the To, CC, or Bcc Field
attach a file
Track th mail in CRM

Because it is one email, in CRM there would only be one activity created, the file attachment would be inserted into the database only one time, and it would be linked to all recipients.

Has anyone figured this out?

Thanks.

Al

Build an IT help desk with MS CRM 4.0

Wed, 04 Nov 2009 19:21:07 Z

Hi All,

My company is trying to introduce CRm4.0 to the help desk assistant. I recently read this article.

"I was recently working on a Microsoft CRM 4.0 roll-out for a company that also needed a help desk for their IT department to assist internal users. They were looking at several packaged solutions but the CRM project had consumed most of the IT budget for the quarter. However, there is a customer service module in CRM 4.0 that can be made to serve as a help desk. With a couple of tweaks and some mild customization, the company had a help desk and it didn’t cost them any more money.

An email or a phone call triggers the creation of a case with a case number. Cases are routed by queues to the appropriate tech. All related emails and phone calls are attached to the case and tasks are created to complete the request or solve the problem. Knowledge base articles can be attached and notes added to the case. All this is stored in a history for each case and is searchable. The internal users, the customers of the help desk, are not required to have a CRM 4.0 license. You only save money though, if you are already planning to implement CRM 4.0. You will also need an asset tracking tool that is not part of CRM 4.0. When used in conjunction with an inexpensive asset tracking tool such as AuditWizard , you have a basic IT help desk for a fraction of the cost of a packaged help desk solution"

If anyone knows how I can do it with CRM4.0 (on-premise) please help.

Thanks,
Hanoi

Unresolved email Notification

Wed, 25 Nov 2009 15:26:18 Z

Hi all,

I have noticed that when emails are tracked from Outlook, the email is attached to the contact records with matching email addresses. However, any email addresses that are not found, are simply highlighted in red. This is fine, but I would like to have users notified which emails addresses were not matched. Is there a way to do this via workflow?

Al

Email router on CRM 4.0 64BIT w2k3 has error in eventlog every couple of seconds #14494 - A provider work item using assembly...

Thu, 16 Jul 2009 13:16:53 Z

We have been getting an error with our Email router since its start of operations last year which does not seem to cause any problems but does continually log to the eventlog every couple of seconds.

#14494 - A provider work item using assembly: Microsoft.Crm.Tools.EmailProviders.dll and class: Microsoft.Crm.Tools.Email.Providers.ExchangePollingMailboxProvider has been aborted because it has been running for longer than the allowed execution time. This behavior may occur when there is a problem with the network or because the e-mail server is busy. Verify that you can log on to the e-mail server by using an e-mail application that uses the account specified for the E-mail Router.

Async calls crm with MMSQ

Wed, 25 Nov 2009 08:34:37 Z

Hi,

How can i make async call to a crm web services? I have read that we have to use proxies. Is that right? and if is so....how those must be used?
Also, is there a way of using MMSQ ?

Thanks!

Retrieving Fields from Related Entities to Populate Fields on a Form

Wed, 25 Nov 2009 13:07:46 Z

Hi Guys,

I have copied the following code and pasted it into the OnChange event of the Parent Customer (parentcustomerid) attribute on the Contact Entity. The idea is to get the PArent account phone number and owner field and to update the same contact fields when the parent customer is changed - however the code doesn't appear to be working. Can anyone see anything obviosuly wrong or has someone got any examples which they could point me at - thank you....

// Get the data value of the Account lookup after the Account is selected

var AccountLookUp = crmForm.all.parentcustomerid.DataValue;

if (AccountLookUp != null && AccountLookUp != "undefined")

{

// Get the value for the accountid from the array and set it to a variable

var AccountID = AccountLookUp[0].id;

alert(AccountID);

var Accountxml = "" +

"<?xml version=\"1.0\" encoding=\"utf-8\"?>" +

"<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" +

GenerateAuthenticationHeader() +

"<soap:Body>" +

"<RetrieveMultiple xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" +

"<query xmlns:q1=\"http://schemas.microsoft.com/crm/2006/Query\" xsi:type=\"q1:QueryExpression\">" +

"<q1:EntityName>account</q1:EntityName>" +

"<q1:ColumnSet xsi:type=\"q1:AllColumns\" />" +

"<q1:Distinct>false</q1:Distinct>" +

"<q1:Criteria>" +

"<q1:FilterOperator>And</q1:FilterOperator>" +

"<q1:Conditions>" +

"<q1:Condition>" +

"<q1:AttributeName>accountid</q1:AttributeName>" +

"<q1:Operator>Like</q1:Operator>" +

"<q1:Values>" +

"<q1:Value xsi:type=\"xsd:string\">" + AccountID + "</q1:Value>" +

"</q1:Values>" +

"</q1:Condition>" +

"</q1:Conditions>" +

"</q1:Criteria>" +

"</query>" +

"</RetrieveMultiple>" +

"</soap:Body>" +

"</soap:Envelope>" +

"";

alert(Accountxml);

var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");

xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);

xmlHttpRequest.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");

xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8?);

xmlHttpRequest.setRequestHeader("Content-Length", Accountxml.length);

xmlHttpRequest.send(Accountxml);

// Set the XML response to a variable that can be parsed later.

var resultAccountXml = xmlHttpRequest.responseXML;

alert(resultAccountXml);

var entityNodes = resultAccountXml.selectNodes("//RetrieveMultipleResult/BusinessEntities/BusinessEntity");

// Loop through the collection of returned entities.

// Note that the query above limits the result to a single entity, so you will only find one

// node. To be more specific, it could be 0 nodes as well, if you don’t have access to accounts

// or your system is empty.

for (var i = 0; i < entityNodes.length; i++) {

// Access the current array element

var entityNode = entityNodes[i];

// Attributes are child nodes of the BusinessEntity node. Use selectSingleNode to return

// the first occurrence of a named node. The selectNodes method we used before returns all

// matching nodes, but as an attribute name only occurs once, selectSingleNode is easier to use.

// Use the same namespace alias (q1) you have specified in the query.

var TelephoneNode = entityNode.selectSingleNode("q1:telephone1?);

var OwnerNode = entityNode.selectSingleNode("q1:ownerid");

// Always check for null values. If an attribute is set to null, it is not contained in the

// resulting XML. And accessing accountidNode.text when accountidNode is null leads to

// a runtime error.

var Telephone = (TelephoneNode == null) ? null : TelephoneNode.text;

var Owner = (OwnerNode == null) ? null : OwnerNode.text;

alert(Telephone);

alert(Owner);

}

// Set the values retrieved from the Account to the corresponding fields on your Contact form.

crmForm.all.telephone1.DataValue = Telephone;

crmForm.all.ownerid.DataValue = Owner;

}

crm using webservice get the data

Wed, 25 Nov 2009 08:18:56 Z

crm using webservice get the data, how to implement part of the data extraction (paging)

Web Service Authentication and Impersonation

Wed, 25 Nov 2009 08:43:55 Z

Hi,

Can anyone tell me what is the difference between those 2 types of authentification?

1)on-premise
2)IFD

For me those look the same

Is there a way to become independent of Active Directory?

Thanks!

outlook connector can't connect

Fri, 20 Nov 2009 23:09:12 Z

CRM works perfectly (including the built in email router). But the outlook connector has never worked. The workstation that has outlook is logged into the domain. Error shown when installing the connector is:

The underlying connection was closed. An unexpected error occurred on a receive. Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host.

Details:
EventType: crmmanaged
P1: 4.0.7333.2138
P2: microsoft.crm.client.config
P3: microsoft.crm
P4. unable to read data from the transport connection_ an existing connection was forcibly closed by the remote host. ;hash='1725085471'

Any ideas? Note that we are not running an internet facing deployment. Would configuring IFD help?

The submenuitems overrides/hide the parentmenuitems

Tue, 24 Nov 2009 10:00:51 Z

Hi

Ihave a problem with the CRM menu.

When I use the Go To Menu and navigate to one of the submenu, the submenu overrides the parentmenu.
Normally the submenu should display X pixels to the left of the parent menu.

Because of problem, I can only navigate to the first sub-menu item.

This problem occurs on every menu in the CRM-solutions, that have submenuitems.

Adding a new date attribute

Mon, 23 Nov 2009 14:48:17 Z

Hi,

I'd like to add a new attribute to the Account entity our CRM4.0 installation. The attribute is intended to keep track of ours accounts financial year end.
I could simply add a date field here, date only, but I'm only after the month and day, not the year as this will be a rolling parameter.

The idea was to build a new workflow to keep track of this and to fire off an email to the relevent account manager 2 or 3 months before this aniversary date.

Does anyone have any good ideas on how I can achieve this?

Best Regards

Dave C

Dave C

Unable to add to a picklist

Mon, 23 Nov 2009 14:40:08 Z

Hi,

I'm trying to add a few additional values to the Current Status attribute under the Lead entity, but I'm getting an error message when I try and save the changes. It isn't a very informative message, just 'An error has occured' Try the action again etc etc.

The attribute currently has two values New and Contacted, I'm assuming I can add additional values?

Appreicate any assistance on this...

Best Regards

Dave C

Dave C

GL Account Determination in Transactions

Tue, 24 Nov 2009 18:42:05 Z

I was told that it is possible to change the GL account determination for an Item while in a transaction, e.g. an A/R or A/P Invoice. I was under the impression that this was always directed by a fixed GL account determination on the Item Master. Can someone confirm this, and if so, how is it done?

Thanks in advance,
Donald

Custom Entities

Tue, 24 Nov 2009 16:36:14 Z

Hi everybody,
I have made an custom entity in Microsoft Dynamics CRM 4.0.I have published it and everything works great .. but... my questions are:

1. A custom entity is not related to an organization?
2. If is related to an organization why is this that the entity is revealed over wsdl even if a client system may work with another organization (this in not a problem for my system to work but i want to clarify that for a better understanding)

Thanks!

Note: my web reference is in this form : http://<server>:<port>/mscrmservices/2007/CrmServiceWsdl.aspx

Cannot Assign "Assign Role" Right

Fri, 20 Nov 2009 19:50:53 Z

I cannot assign a role, other than System Administrator, that grants the Assign Role right to a user. I am testing in the sample database, and running 4.0 with rollup 7 applied.

I have tried using the CEO-Business Administrator role, but I get the "The logged-on user does not have the appropriate security permissions to view these records or perform the specific action." message.