CRM Online Forum

PCI compliance

Wed, 25 Nov 2009 17:41:25 Z

Does CRM Live provide PCI compliance for storage of sensitive data such as credit card numbers? If not, is there a roadmap for such support in the future? Does underlying SQL Server have any standard way to enable data encryption to address this?

CRM and Windows Azure

Sat, 21 Nov 2009 06:46:15 Z

What is the relationship between Dynamics CRM and Azure? I can't find any information, is anything available?

walk through issues crm

Mon, 16 Nov 2009 20:24:31 Z

Below is the walkthrough instructions to getting the .wsdl info from crm.
2 problems, first the web portion of the walk through doesn't work because customizations doesn't have any option to download the .wsdl files.

Second, when I use the outlook crm tool, and I click on the icon to download the .wsdl. Nothing happens, nada nothing nada.

Where is a good place to find current support for CRM online?
Why don't the walk throughs work?

Open a Web browser and enter the URL for the Microsoft Dynamics CRM Online portal. For example:
```
http://crm.dynamics.com
```
Click the Log In Here button, enter your Windows Live account logon information, and then click Sign in.
In the Navigation pane click Settings.
In the Settings pane click Customization.
In the Customization area, click Download Web Service Description Files.
Click the CrmService.asmx icon.
When the Web browser displays the WSDL, save the XML to a file on your hard disk. The procedure for saving the file will be different depending on the Web browser that you are using. In Internet Explorer 7, click the Page menu, and then click Save.
Click the CrmDiscoveryService.asmx icon.
Download the WSDL as you did before in step 7. If you see a CrmDiscoveryService Web page instead of WSDL, click the Service Description link to obtain the WSDL.
Close the Web browser window that contains the WSDL definitions and sign out of Microsoft Dynamics CRM Online.

foxjazz

import trouble

Thu, 19 Nov 2009 23:51:45 Z

Trying to import accounts and get duplicate record error message.
However when i go to the accounts and have my view set to active accounts there are 5 manual accounts we added, and have nothing to do with the import.

Any ideas why this error occurs?
A record wasnot created or updated becaseu a duplicate of the current record already exists.

foxjazz

Lack of memory

Wed, 18 Nov 2009 17:03:48 Z

We recently signed up for the dynamics crm. when we began adding users and attaching quotes to contacts the initial amount of memory (5gig) was well short of what we would need. is there a solution other than buying at $10 per gig? I am disappointed that as you add users (at a per month charge) that you don't get additional memory included in the purchase of the additional seats.

List within an account

Tue, 17 Nov 2009 16:56:31 Z

I would like to create a list of individuals and firms to be included within a certain account. This list will include individuals and firms who are not contacts of the account and are not clients of ours.

This list will constantly be updated with Names, contact information and descriptions so I do not want to just attach an Excel document that cannot be edited within CRM.

I am new to this program and I am lost for an answer.

crm import

Fri, 13 Nov 2009 23:46:22 Z

I have successfully entered accounts to the crm database.

Now we have contacts in another db and we know the accounts they are tied to.

How do we import the contacts while maintaining the integrity of the account to contact relationship?

foxjazz

onsy twosies

Sat, 14 Nov 2009 18:09:52 Z

When we roll out crm we want to do it in such a way as to have minimal impact on our current operations.

We have a customer tracking system currently for sales group. What I would like to know is, how would I create a customer using webservice or in other words create a way to interface with our crm as data changes in our current system?

foxjazz

cant get an internet wireless conection with a netgear dongle

Sat, 14 Nov 2009 16:27:36 Z

The wireless conection keeps flickering between connected and not connected.
the netgear is a wireless usb adapter WG111v2 and that does appear on screen and the computer is running xp home

Campaign Activities - Custom Channel - Distribute Campaign Activity

Mon, 05 Oct 2009 04:40:00 Z

I've added a custom channel to Campaign Activity and wanting to override the Distribute Campaign Activity action. Is this possible? Currently pressing the button just alerts "Distribute capability is not available for the selected channel".

It would be great if I could replicate the same process if channel email was selected, but able to add my own custom tweaks along the way.

Migrating CRM

Mon, 19 Oct 2009 13:36:55 Z

We're trying to migrate a clients CRM setup from MSDN edition to DynamicsCRM 4.0 WorkGroup. However, when we try to import the organisation we run into the following problems when trying to map users by selecting "Auto-Map" users and the Auto-Map settings to Active Directory, we get the following message:

"At least the setup user needs to be mapped before this organization can be imported."

I'm at a loss as to how we can proceed.

Like I stated previously, the client was using an MSDN copy rather from the MAPS so we disabled all but 5 users from the live database, backed up and restored onto the new server.

Heres what we've done so far:

Migrated SBS03 to SBS08
OLDCRMServer is still accessible after migration - Proves that CRM is using AD authentication
Backed up OLDCRMServer CRM DB
Restored OLDCRMServer CRM DB onto NEWCRMServer.
Ran Dyanmics for WorkGroup installer.
Created Temp company under Deployment Manager
Imported Organization - Completes but initially we had the logon error of too many users. Disabled all but 5 and backed up and restored again.

Simon

Salesopportunities and variable prices

Fri, 30 Oct 2009 13:50:59 Z

I work in a company where product prices are variable per each customer.
The problem is when you want to create a salesopportunity you are required to select a price list (with a static product price), but as mentioned above there is no static price for a product in this company.

Is it possible to fill in a price manually when working with products in a sales opportunity?

Kind regards,
Jelmer Oenema
The Netherlands

Add-in of CRM button don't appear to create mail merge

Fri, 02 Oct 2009 14:15:26 Z

When I access the CRM via the Internet to create a mail merge the button of the CRM does not appear in the office word.

dynamic links

Mon, 26 Oct 2009 04:12:31 Z

Hello everyone,

I am so lost with this pop up on my computer every time I turn it on.

WZCSLDR2.exe, Procedure entry point apsInitialize could not be located in dynamic link library wlanapi.dll.

That is all Greek to me.

Can someone help????

Importing Accounts into CRM

Fri, 30 Oct 2009 19:08:21 Z

I am trying to import Accounts into CRM. It keeps throwing me an error message that says this:

The number of fields differs from the number of column headings.

Help!

Using CRM for Project Management

Mon, 26 Oct 2009 18:14:12 Z

I would like to use Dynamics CRM for project management and time tracking. Could anyone point me to some resources or case studies outlining how others have accomplished this?

It seems like the Service module could be a good starting platform for project management. Any advice or input is greatly appreciated!

how to hide or show a column in axgridview?

Thu, 22 Oct 2009 10:16:25 Z

Hello,
sorry for the wrong (maybe) forum section but i could not find a more appropriate one.
I am building an axgridview retrieving data from an AX dataset.
I would like to add a control (e.g.: checkbox, button, toolbar menu, whatever) to let the client user to hide or show one or more columns.
Here is the code of the axgridview.

<dynamics:AxGridView ID="AxGridView1" runat="server" DataMember="View2" 
    DataSourceID="AxDataSource1" 
    onselectedindexchanged="AxGridView1_SelectedIndexChanged">
    <Columns>
        <dynamics:AxBoundField DataField="ItemId" DataSet="DataSet1" 
            DataSetView="View2" SortExpression="ItemId">
        </dynamics:AxBoundField>
        <dynamics:AxBoundField DataField="ItemName" DataSet="DataSet1" 
            DataSetView="View2" SortExpression="ItemName">
        </dynamics:AxBoundField>
        <dynamics:AxBoundField DataField="InventSizeId" DataSet="DataSet1" 
            DataSetView="View2" SortExpression="InventSizeId">
        </dynamics:AxBoundField>
        <dynamics:AxBoundField DataField="InventColorId" DataSet="DataSet1" 
            DataSetView="View2" SortExpression="InventColorId">
        </dynamics:AxBoundField>
        <dynamics:AxBoundField DataField="SumOfPhysicalInvent" DataSet="DataSet1" 
            DataSetView="View2" SortExpression="SumOfPhysicalInvent">
        </dynamics:AxBoundField>
    </Columns>
</dynamics:AxGridView>

I was thinking about setting the property of the field visible="false" but I do not know how to realize it. Let's try to hide or show InventSizeId for instance.
Thank you very much in advance.

Can CRM automatically calculate the margin?

Tue, 13 Oct 2009 00:17:17 Z

Hi,

When the opportunity is set to system calculated it generates the revenue amount but not the margin.

I have created a product with price lists, applied volume discounts and added the price list field into the opportunity form.

How do I make CRM generate the margin amount based on a percentage of the revenue amount?

Please advise.

Regards,

Callum

Auto add new contacts via an incoming email

Tue, 22 Sep 2009 02:41:05 Z

I am using CRM Online currently. Can I have an email sent to the CRM which when received the CRM inserts the information into a new contact?

Building Quotes

Tue, 06 Oct 2009 21:09:51 Z

We need to generate quotes that are based on output from a CAD package.
The CAD software can output data such as width, height, volume of a part or component, and save to an Excel or XML file,as well as create JPG image files of the part.
We'd like to import this data into CRM4 to generate a quote by multiplying a CRM Quote Product price by one or more of the CAD data fields, as well as including the JPG file in the template.

Does nayone know how to do this, or has anyone done something similar?

Restore Deleted Account

Wed, 07 Oct 2009 22:29:00 Z

Can you restore all entities (i.e. Activities, Cases, etc.) regarding a deleted Account in MS CRM 4.0. Any particular way of doing this?

Workflow: can't send email through the CRM

Tue, 15 Sep 2009 17:19:51 Z

I've set up my first workflow -- I enter leads with an appointment time in the body of the lead. My workflow is supposed to email my field reps (the owners of the leads) when they have a new appointment. Using the dynamic content (which is way cool) I send them the date, time, and other lead info so they can print it off and take it to the GPS units in their trucks.

My workflow looks like it should work and I have it set up to run on demand. When I run it on my leads, it says it is successful...but email never gets sent. The system messages says it is successful but no email ever gets to my guys.

I am now testing with myself as the owner and the sender. I'm an admin and my ingoing and outgoing email settings use the Outlook CRM settings. I've used my partner's computer to check and he can send email through Dynamics using the same settings for his account that I have on mine.

I use Outlook and Office Live.

Anybody have any ideas?

Marketing Campaign - Internet Leads not showing up from a landing page form?

Wed, 30 Sep 2009 01:49:41 Z

I have created a marketing campaign and added my landing page form.

I can see Internet Leads to the form when I just click on Internet Leads, BUT can't see those leads when I look via the Campaign? It shows no data!

Any idea why?

CRM Online and Shopping Cart

Sat, 30 May 2009 17:03:56 Z

I have a Microsoft Dynamics CRM Online client looking to integrate shopping cart functionality. They take orders over the web and send invoices with their existing system. What possibilities are there for integrating eCommerce with Microsoft Dynamics CRM Online?

Boolean1

Store Front Integration

Tue, 04 Aug 2009 14:02:01 Z

What would be the possibilities for CRM Online and e-Commerce / Store Front integration?

Looking for some guidance on this to get started. Are there any solutions that have already developed the necessary integration for CRM Online?

Thanks,

Boolean1

CRM "Stop Workflow" STOP not Functioning?

Tue, 22 Sep 2009 19:07:32 Z

Background - We have a custom entity called "Project". Within Project we want to notify the client that we are missing items (5 total) and unable to process the order until we get them. So, here is what we have thus far for a Workflow (please keep in mind the actual CRM has the correct punctuation included);

Stage: Check required items.
                      IF Project: Item1-Contains Data AND Item2-Contains Data AND Item3-Contains Data AND Item4-Contains Data AND Item5-Contains Data THEN:
                               Stop workflow with status of: Succeeded
                      ELSE Send email
                               Email Message
                      WAIT 5-Days and rerun this workflow.
                               Timout until Days: 5 After Workflow Execution Time THEN:
                               Re-run Child Workflow (Child Workflow set as itself)

No it is sending the email every 5 minutes (minutes used to speed up time rather than days) and it is including the Items as they contain data in the email, but when all data is satisfied or each item contains data, the workflow doesn't STOP.

Any ideas on what needs to happen? I can send a screen shot of the workflow process.

Thanks!

RE: Cases - I want to keep track of the amount of time I spend on each case.

Wed, 23 Sep 2009 19:49:48 Z

Scenario: One of our clients call in - they have 400 customers that we will be working with. They would like to know how much time we spend on each call? We are not technically billing them per call, but they still want to track it for whatever reason.

So we have all 400 customers in as an account. When they call for an Install or support we pull up the customer-create a new case-Action resolve case. / Service Activity
Now how do I keep track of the call time spent. - Do I hve to create a contract to handle time spent. Should I just change the Billable time manually when Selecting Action - Resolve case. (If so how do I show that time on a report.

I am having the worst time with this billing time stuff.....we are at the point that we are going to have type the time in manually in a field, but I would like to make proper use of the system.

Any suggestions would be greatly appreciated.
Thanks
Tammy

does dynamics replace exchange functionality?

Tue, 22 Sep 2009 08:57:04 Z

hi

I am at present using microsoft exchange with business contact manager. The problem I am having is the complete lack of integration with the 2 solutions. Tasks I create in BCM do not appear in exchange tasks and therefore not on my mobile phone which is also connected to exchange. BCM does not have a calendar as such and I also have 2 completely separate address books. one is exchange and one in BCM. I could choose to only use the BCM address book but then i have no cross platform sync with bcm as i do with exchange.

So my question is, Does dynamics solve this? Is it one system that replaces exchange and effectively allows for a seamless experience where all tasks, contacts, calendar events etc appear in one seamless system which can then be viewed on internet enabled mobile phones as well as if it were exchange?

AdHoc workflow for All Records

Mon, 21 Sep 2009 18:23:42 Z

I'm trying to find a way to run a workflow against all records within a selection criteria and not have to run the workflow for each page (with the 250 record limit) in the result set. I found a link to the CRM blog that provides an Import tool, but the readme instructions aren't very clear. So if anyone has experience installing and using this tool, or knows in general how to run the workflow accross all records, I would greatly appreciate the help

Is there a way to put a flag or Alert when a specific customer account is brought up?

Wed, 23 Sep 2009 15:51:14 Z

Example: We have a customer that calls in all the time trying to get free service when she should actuall be charged for it. So when our reps bring up the account I would like them to see an alert or something along those lines.
Thank You

Re: Cases - Billable time (list)

Thu, 10 Sep 2009 15:06:49 Z

Currently there is a drop down list of options example: 5 min, 10 min etc. I would like to edit the drop down list. I cant figure out how to do that. Please help!

Deactivating Company in CRM Dynamics

Mon, 21 Sep 2009 20:05:09 Z

Hello,

I am trying to change an opportunity in CRM. It is no longer an opportunity at this time but would like to keep it in the system. The only action I can see that is relevant is "Deactivate Company". If I deactivate the company, where does it go? How can I find it again and hopefully change it back to an opportunity later down the road?

Thanks for your help!
Jessie

CRM Mail Merge w/outlook addin - "From" email address - HELP!

Wed, 16 Sep 2009 21:04:44 Z

I am having an issue with mail merge. There should be a way (like with direct mail) where I can change the "from" individual to another user or group, but there is not. Each mail merge I complete, comes from my email address and I want it to come from another users email without having to login to Outlook as them. With direct mail, this option is available but you cannot insert images like you can with mail merge, so I prefer mail merge. Does anyone know how to make this come from another person or queue? I've tried changing the owner of the mail merge template and that doesn't make it come from their email address either. Thanks!

Project Server 2007 - Modifying the 'Select Task' Web page dialog

Fri, 11 Sep 2009 03:37:30 Z

The 'Select Task' dialog box that pops ups when the 'Add Lines' button is clicked .
'SelectTaskDlg.aspx' page located in 'C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\PWA\TIMESHEET'.

Is any modification to this page supported by Microsoft ?

How do you add a picture to the main body of a quick campaign

Tue, 08 Sep 2009 08:08:08 Z

I have tried to copy a picture from paint to the main body of a quick campaign but no joy. How do you add a picture to the main body of a quick campaign.

Thanks

Refreshing CRM Report in Excel logs you out

Thu, 27 Aug 2009 12:37:29 Z

Hello,
I am facing a peculiar problem. We have Dynamics CRM Online account. I export a report from CRM Online to Excel. I also have the CRM for outlook installed on my machine. When I open the exported report in Excel and click on "Refresh from CRM" button I am automatically logged off from CRM.

If I try to navigate to some page in CRM I get the Login screen. The CRM.Application.Hoster.Exe is still running and shows the status as online. But practically it is logged off. If I restart outlook the CRM interface for outlook comes up properly and I am able to navigate.

But some of the users are not as lucky as I am. They have to restart their whole system before they can login to CRM. Their outlook hangs up.

Has anybody faced this kind of problem?

The steps to reproduce the error are:
1. Start Outlook
2. Navigate to the reports section in the CRM folder
3. Open any one report
4. Export it to Excel
5. Open the excel file
6. Click Refresh from CRM
7. Try navigating to Accounts view from the CRM folder in outlook

After the 7th Step the login screen appears.

Thanks and Regards,

Madhur

Report fun: tallying and averaging the days between steps in the sales cycle

Tue, 08 Sep 2009 21:32:09 Z

Here's what I've got:

I've seven steps in the sales cycle for my roofing company:
1. Inspected
2. Contracted
3. Adjusted
4. Negotiated
5. Approved
6. First funding
7. Production

And I need to write a report that averages the time in days a roofing jobs take to move through the process. Jobs are Opportunities.

Even cooler would be to pick a date range and see that for the jobs that were Contracted in that range, they took 5 days to be adjusted, another 3 to be negotiated, another 6 to be approved, etc.

The dates of each of the steps are trapped in the Opportunities tab. Does Dynamics even do something like this?

You guys rock.

Crm 4 event log warnings. CRM Parameter Filter - Invalid parameter

Mon, 07 Sep 2009 22:11:25 Z

Hi all,

I am looking for a solution on the following issue. Any suggestions will be very welcomed! Thank you in advance.

Background: We just upgraded MS Crm 3 to Crm 4

Question:
Every time when a user tries to save a new record or an update of a record. A warning will be logged into Event Viewer --> Application. It happens to all entities.

For example:
1. I am doing some updates on the contact form http://localhost:5555/CAMELOT-DEV/sfa/conts/edit.aspx?id={488FF696-4F8C-DE11-AC94-00505698306E}#
2. Click save
3. I will find a warning message in Event Viewer --> Application
Exception information:
    Exception type: InvalidOperationException
    Exception message: CRM Parameter Filter - Invalid parameter 'type=2' in Request.QueryString on page /default.aspx
The raw request was 'GET /default.aspx?type=2&typename=contact&id={488FF696-4F8C-DE11-AC94-00505698306E}&orgname=CAMELOT-DEV&userlcid=1033&orglcid=1033/default.aspx' called from http://localhost:5555/CAMELOT-DEV/sfa/conts/edit.aspx?id={488FF696-4F8C-DE11-AC94-00505698306E}.
4. The record is saved fine despite of the warning.

Details:
Event Type:    Warning
Event Source:    ASP.NET 2.0.50727.0
Event Category:    Web Event
Event ID:    1309
Date:        8/09/2009
Time:        9:42:58 a.m.
User:        N/A
Computer:    MYCOMPANYDEV02
Description:
Event code: 3005
Event message: An unhandled exception has occurred.
Event time: 8/09/2009 9:42:58 a.m.
Event time (UTC): 7/09/2009 9:42:58 p.m.
Event ID: 117f3eff7dff438e9862e0767b14de3f
Event sequence: 1358
Event occurrence: 24
Event detail code: 0

Application information:
    Application domain: /LM/W3SVC/3/ROOT-1-128967648198441643
    Trust level: Full
    Application Virtual Path: /
    Application Path: C:\Program Files\Microsoft CRM Server\CRMWeb\
    Machine name: GFSGWGTNDEV02

Process information:
    Process ID: 264
    Process name: w3wp.exe
    Account name: NT AUTHORITY\NETWORK SERVICE

Exception information:
    Exception type: InvalidOperationException
    Exception message: CRM Parameter Filter - Invalid parameter 'type=2' in Request.QueryString on page /default.aspx
The raw request was 'GET /default.aspx?type=2&typename=contact&id={488FF696-4F8C-DE11-AC94-00505698306E}&orgname=CAMELOT-DEV&userlcid=1033&orglcid=1033/default.aspx' called from http://localhost:5555/CAMELOT-DEV/sfa/conts/edit.aspx?id={488FF696-4F8C-DE11-AC94-00505698306E}.

Request information:
    Request URL: http://localhost:5555/default.aspx?type=2&typename=contact&id={488FF696-4F8C-DE11-AC94-00505698306E}&orgname=CAMELOT-DEV&userlcid=1033&orglcid=1033/default.aspx
    Request path: /default.aspx
    User host address: 127.0.0.1
    User: CAMELOT\Kelvin_Shen
    Is authenticated: True
    Authentication Type: Negotiate
    Thread account name: NT AUTHORITY\NETWORK SERVICE

Thread information:
    Thread ID: 6
    Thread account name: NT AUTHORITY\NETWORK SERVICE
    Is impersonating: False
    Stack trace:    at Microsoft.Crm.Application.ParameterFilter.ValidateParameter(Page page, ArrayList parameterCollection, String key, String value, String collectionName, EntityType pageEntityType)
   at Microsoft.Crm.Application.ParameterFilter.ValidateParameters(Page page, EntityType pageEntityType, Boolean alwaysEnableParameterChecking)
   at Microsoft.Crm.Application.ParameterFilter.ValidateParameters(Page page, EntityType pageEntityType)
   at Microsoft.Crm.Application.Controls.AppPage.ValidatePageParameters()
   at Microsoft.Crm.Application.Controls.AppPage.OnInit(EventArgs e)
   at System.Web.UI.Control.InitRecursive(Control namingContainer)
   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

Custom event details:

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

Shouldn't need to specify a company name in Leads

Sun, 06 Sep 2009 02:31:25 Z

I run a roofing company that works with homeowners. My appointment setter will be filling out the leads form. Homeowners are not companies...but the 'company' field is required.

So...is there a workaround (I can't delete the field) or a way of handling it?

While we're at it, why do leads need a topic as well? I can't delete this either.

How to divide your business into projects

Fri, 04 Sep 2009 08:55:18 Z

Hi,

We are planning to implement CRM Dynamics 4.0 and and there is a demand from the users to divide the accounts in CRM into projects. The situation is as follows: there are geographical projects and accounts have to be assigned to these projects.
My question is:
How is it possible in CRM, and what could be the best way to assign our customers/accounts to projects.

I've looked in to CRM and there is a possibility to use business units or multitenancy. Are these functionalities the best way to use projects in CRM or is there a better way to divide projects and assign customers to them?

Kind regards and thanks in advance.

Jelmer Oenema
NL.