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Accessing Microsoft.CRM assembly on development
machine
I noticed in
the sdk samples that a reference to Microsoft.CRM.Callout is used,
and as I'm using a development machine separate from our CRM server,
I can't just reference this assembly. Do i have to copy these dlls
locally to be able to reference them, or is there any other way?
can't close (complete) tasks
... I am getting the following error when trying to close (as
completed) tasks: Server was unable to process request. Description:
An unhandled exception occurred during the execution of the current
web request. Please review the stack trace for more information
about the error and where it originated in the code. ...
invoicing contract - Microsoft CRM Unhandled Error
... We are
getting the following error when invoicing contracts in CRM 3.0. Can
anyone help point us in the right direction? ...the error below
occurs after the contract has been created (draft status) and we
then then use the "invoice" action.... Microsoft CRM Unhandled Error
Details: Server Error in '/' Application. ...
Microsoft CRM integration with EPM
I am trying to
figure out if it would be of greater benefit to replace the SFA tool
with CRM. ... If general customer data can be entered only once into
the CRM and then be retrieved when creating the projectplan that
would improve productivity. ...
invoicing contract - Microsoft CRM Unhandled Error
... Microsoft CRM Unhandled
Error Details: Server Error in '/' Application. ----Unhandled
Execution Error Description: An unhandled exception occurred during
the execution of the current web request. ...
Error creating dynamic entity
From the SDK:
Licenses A license is required when installing Microsoft CRM. It
specifies how many users can be enabled. ... In the Web application
it is called Restricted Access Mode. The Microsoft CRM Server Setup
program assigns this type of license to the installation user
account. ...
SBS2003 Premium and Std in 2 separate servers
... We
currently have a SBS2003 std server with 20 CALS. We are planning to
purchase a new server with SBS2003 PREMIUM edition so as to setup
Microsoft CRM 3.0. Would it affect performances, create issues if we
have 2 servers LINKED up which one is premium, the other is standard
version. Would the Standard version be able to enjoy the security
application of the ISA and Microsoft SQL as well? ...
Price list
... Does
anyone know how to default a quote to a particular price list, or
can I remove this mandatory field? ...
Outlook Client CRM 3.0 Woes
... we we keep getting the folowing error. We did
an administrative install on our file server and then ran the
install as a user with admin rights on the terminal server. The
client install ran without issue. When we start Outlook (2003 SP2)
we get the following error in a popup dialog. An error occurred
loading Microsoft CRM functionality. Try restarting Microsoft
Outlook or contact your system admin if errors persist ...
Problems creating products
... I
have created several roles and user with standard roles. But all
Users canīt create a product. Neither within a Quote (exisiting or
write-in) nor in the main menu. Hope someone could give me a hint,
how I could solve this Problem. I forgot: In the Main Menu there is
no button "New" under the product site and if I click on "New" in a
quote I site-error appears. I tried it throw the webservice
(asp-site). This site stopes with error401 (Unauthorized). ...
CRM 3.0 Outlook Sync issue
... I'm getting error
messages when users try and bring their data offline in CRM and I
was hoping some one could help. ...
OUTLOOK CLOSES PERIODICALLY AFTER INSTALLING CRM 3.0 CLIENT
We have noticed that on several XP
clients, after installing the 3.0 outlook client, when closing
message or search windows in Outlook, the entire Outlook application
...
Date: 3/1/2006 Time: 11:34:43 AM User: N/A Computer: <computername>
Description: An error occurred retrieving data from the Microsoft
CRM server for ...
Setup cannot connect to the Microsoft CRM server
... During the setup, I get the
following error: "Setup cannot connect to the Microsoft CRM server.
This might indicate that the server is down." I've tried modifying
the default_client_config.xml file with the server ip address, the
netbios name and eventually the FQDN. All failed. ...
Loading problem on a web site in .NET 2 using CRM3 web ...
... WT and Michael, The issue is caused
because when you place your under application under the Microsoft
CRM 3.0 web site, your application inherits the settings from
the parent web site. Since the Microsoft CRM application has the two
assemblies located in its own \bin folder, Microsoft CRM functions
correctly. ...
CRM 3.0 and SQL Server 2000 Developer Edition
... is not supported and you can't
install SRS using such a database server...if I install SRS
Developer Edition, will CRM 3.0 work with it ...
3.0 Laptop Client Install Failing
I get the following error when
installing from SBS or directly from the CD. An incompatible version
of the Microsoft CRM desktop client for Outlook or the Microsoft CRM
laptop client for Outlook is already installed on this computer:
Product: Microsoft CRM laptop client for Microsoft Office Outlook,
Version: 3.0.5300.0, User: . Before continuing the current
installation, remove the incompatible version ...
CRM-Clients for Outlook
Hi PIT, Yes, I have heard of the
Microsoft CRM client for Microsoft Office Outlook and I have read
the Implementation Guide. However ... Is there an sample how is this
Format?" Outlook and the Microsoft CRM client for Microsoft Office
Outlook are not the same. Please ...
Quick Campaign error
... When creating a quick campaign, the
last step is to distribute the campaign activities to the different
contacts, i get the following error. "you do not have enough
priviliges to access the Microsoft CRM object or perform the
requested operation. Contact your system admin." ...
Direct Email in CRM
3.0
Hi
all, we've just upgraded MS CRM3.0 from 1.2. I can't find how to
send Direct email to list of contacts. ...
CRM
3.0 IE Password Prompt
Upgraded to 3.0 and all 2K machines can access CRM 3.0 fine; all XP
machines except for 2 cannot. testing different logins showed it is
not a login issue. CRM is a trusted site, there are no pop-up
blockers, their group policy opens all ports on authenticated
machines, I've reinstalled MSXML 4.0 SP2...any ideas? ...
MSCRM 3.0 Outlook Client = Outlook eating all CPU Power
... I
can then switch to Offline mode and the problem goes away. The
problem is then changing, because now it isn't possible to switch
back to Online mode, it gives me this error "Microsoft CRM cannot go
online. The Microsoft CRM server was not found." I can then ...
Authentication Error after installing VS.NET 2003
...
Make sure your user record is eanbled and that you have been
assigned at least one security role" (I am no longer attempting to
run CRM from within Visual Studio 2003.) I run the "Microsoft CRM
Environment Diagnostics Wizard" and receive Success:110 Warnings:1
Errors:0 The details of the error are under the heading ...
Assigning outlook client through GPO to users or computers.
...
I'm trying to create a
package which installs silently on computers before logon or when
users click an advertised shortcut in the start menu...
Auth error,could not log on to CRM.Help!!!
...
What am I doing wrong? Hi,i've upgraded my CRM 1.2 and everything
went ok.When i tried to log on to the CRM 3.0 i recieved the
following error:Authentication Error Microsoft CRM could not log you
on to the system. Make sure your user record is enabled and that you
have been assigned at least one security role. ...
Cannot Send Email in Microsoft
CRM
Hi, I
have been having problems with sending email in Microsoft CRM. This
is the case with the Web client and the Outlook Client. We receive
the following error message. "Insufficient Permissions The logged-on
user does not have the appropriate security permissions to view
these records or perform the specific action. ...
Error while installing CRM
3.0
... I
have an SBS 2003 environment with one member server. On member
server there is already Sharepoint Portal 2003 and SQL 2005.
All functions fine. Now I want to install on this member server the
CRM 3.0 prof. While installing the Setup checks for requirements and
show me the following Errors and warning ...
Error : An error occurred loading
Microsoft CRM
functionality
...
Thanks! Hi, I installed CRM Laptop offline client successfully, then
when I start
Outlook the following error occurs : When I start Outlook : An error
occurred loading
Microsoft CRM functionality. Try restarting Outlook. ... When I
select "Microsoft CRM"
Folder : An error occurred loading Microsoft CRM functionality. ...
CRM License Issues
...
have CRM 3.0 SBE
installed, 10 license show under the License Manager. I
have 10 users created. The only user that can log in is the
Administrator, I
believe it to be a license issue... Where exactly does one go to
assign a
license to a user? ...
CRM
3.0 setup problem
...
I have tried to install CRM 3.0 Russian
language on my Win2003 server
and the installation failed on "ProvisionBusiness" step.
Installation of the CRM3.0 English on the same computer works well.
Does anyone have the same problem with russian or other languages
versions
of the CRM 3.0 except english? ...
CRM
3.0 - Quote & Invoice
customisation
...
How do I change the design / layout of the quotes & invoices in CRM
3.0 so I
can add logo's etc and set them out more like our existing setup?
...
CRM 3.0 router does not route
mail to CRM
...
Mail is going out of CRM to an external contact. Upon email reply
from the
contact the email is placed in the users mailbox but not in the CRM
contact
history? ...
CrmTrace
Hi
Alex, How can I make Tracing Enabled:True and where can I see trace
log? Enable tracing in Microsoft Dynamics CRM 3.0 http://geekswithblogs.
net/insidemscrm/archive/2005/11/16/60313.aspx...
System Setting Cannot be saved
... In
the window add NT Authority\Network Service and select Publisher for
Microsoft CRM. You may also want to add the computer account as
domain\computername$ and give that the publisher for Microsoft CRM
Role
as well. Cozy Let me guess, your reports don't work either? ...
How to change CRM
3.0 License Key?
To
update the 90 day Trial License to a Production license you will
want to go to Deployment Manager (typically under Start - Programs -
Microsoft CRM - Deployment Manager). Once in Deployment Manager
expand
License Manager from the left hand navigation pane ...
Systems Settings not accessible
When I
added that address to the allowed IP for the ReportServer website, I
could browse to \\localhost\reports, I could see the system settings
page in
CRM and I could click on the Reports icon in the CRM workplace and
all of these
worked. ...
Sending a Quote via email
...
From Outlook Client, *
Open the quote * File-->Format for Customer * Walk through the mail
merge steps using "quote.dot" templateThis template could
potentially be modified for more/less data. ..."AS
IS" with no warranties, and confers no rights. ...
Fixing Longitude and Latitude Attributes
...
The default attributes
for the Address Longitude and Latitude fields are
bad. While the TYPE is float, the precision is only 2 decimals and
the min
and max values make no sense. (0.00 - 1,000,000,000.00)
...
Newbie Q re Offline Client custom code
...
My boss is looking at
Dynamics CRM V3 and his only issue is that we would
need quite a bit of customization around the Sales Order entity
(calculations for shipping charges per product, entering an order
header
surcharge and rolling it down over the product lines etc). ...
email delivery not working
...
I have CRM 3.0 on an SBS2003 box. 2. I have an account support with
an email address of "supp...@mydomain.com"
3. I have created a CRM support account with the name "techsupport"
and email of "techsupp...@mydomain.com"
I have applied the custom attribute CrmMailEnabled to the Exhange
advanced settings, and disabled the user in AD...
CRM 3.0 and SharePoint on the
same server ?
In the
Microsoft CRM 3.0 Implementation Guide, on page 15-2, we can read
that
"The default Web site must be accessible through http://<servername>.
Host headers
cannot be used and the Web site must be on port 80." So it's a bug
in the
documentation ? Thanks. Guillaume Tamisier Yes, it can be done. ...
Failed to Initialize Token
--
When trying to send
emails to external email addresses we are getting a
failed to initialize token error, any ideas would be helpful. I am
using CRM 3.0 ...
CRM Exception
I've
installed (and reinstalled) the client and keep getting the "An
error occurred
loading Microsoft CRM functionality. Try restarting Outlook. ...
Error Number: 0x80044202
Error Message: Exception of type Microsoft.Crm.CrmException was
thrown. Error Details:
Exception of type Microsoft.Crm.CrmException was thrown. ...
deleting users from database - crm
3.0
... We
have some users who are disabled and I would like to completely
remove them from the CRM database. ...
CRM
3.0 and SharePoint on the
same server ?
...
In the
Microsoft CRM 3.0 Implementation Guide, on page 15-2, we can read
that
"The default Web site must be accessible through http://<servername>.
Host headers
cannot be used and the Web site must be on port 80." So it's a bug
in the
documentation ? Thanks. Guillaume Tamisier Yes, it can be done. ...
CRM for GP or SBF
...
SBF has the same structure and code as GP - library dynamics.dic
include all
functionality of GP, SBF has the same DB but only it is restricted
in module
dynamics.dic If you know what are you doing you can add some
functionality in SBF
very easy ... Microsoft CRM 3.0 integrates with GP 9.0 through the
XML processing engine ...
Authentication Error after installing
...
Thanks a lot for the post. I have a few questions to get started
trouble
shooting: Are you logging on to the CRM server with the CRM admin
user (installing
user)? Please, what is your set up like? Is this small business
server, windows
servers etc? ...
Security Roles after the v3.0 upgrade
... Is anyone else experiencing problems after the v3.0 upgrade with
users not
being able to close Opportunities or Activities? In order to fix
this I have
to assign them a different role. If I try to create a new role that
mimics
the role that doesn't work, it still doesn't work....
MSCRM 3.0 (How does the user access Microsoft CRM
from server)
... have installed Microsoft CRM 3.0 on Windows Small Biz
Server. I am able
see Sales, Marketing, Services running on the server. I want to let
the respective user to see the UI, how do let them access from
their computer. ...
Microsoft CRM web service create record "Object
reference not
... Lookup lookup = new Lookup(); lookup.Value = user.UserId;
lookup.type = EntityName.systemuser.ToString();So in your case you
should do something like: product.defaultuomid = new Lookup();
product.defaultuomid.Value = yourGuid; product.defaultuomid.type =
entityname that the lookup references, EntityName.uom.ToString() ...
Microsoft CRM
3.0 Outlook Client Error - Cookie (Online)
... Using Windows XP SP2, Outlook 2003 SP1 and the CRM
3.0 Client, I get the message about Cookies every time I open
Outlook no matter what settings I have configured in IE. I have
deleted the local user accounts on the PC(s) of the affected users
and this has no effect. ...
Modifying Default View
... The views are stored in the SavedQuery table. There is a
field there that indicates which is the default view. not sure what
you mean when you say you want to change it based on the situation.
There aren't any code hooks available to let you intercept
the call to this table and it is a system level setting, not user
specific...
Microsoft CRM in a mixed domain - Win XP and Win NT
... Correct me if i wrong but i remember
CRM 3.0 Supports Both
Native and Mixed mode on domains in Win 2000 or 2003 Domains I'ma
dev and not an infrastructure-expert and I might be wrong as well,
but for the Implementation Guide
is clear: For Microsoft
CRM, you need only one
domain in native mode. ...
Error while installing CRM
3.0
...
The following instructions describe how to configure IIS to use
Kerberos authentication
for the Microsoft
Dynamics
CRM v3.0 Web site. 1. You
will first have to determine
the Identifier that the Microsoft
Dynamics
CRM v3.0 Web site uses.
a. On the Microsoft
...
Filtering a lookup field
...
Essentially want i want to do is filter the primary contact on the
business form [crm 3.0] so that it only shows the clients of that
business, rather than everyone. Is that possible?
...
Installing CRM
3.0 and SQL 2005 on dif.
server in SBS 2003 domain
...
at Microsoft.Crm.Setup.Server.RSPublishAction.Do(IDictionary
parameters) If i clickon this dialog to ignore it the setup finished its job and it seems
all thing are
already well installed, but if i access
crm-site (http://crm:5555)
it shows me an
authentication error. Any idea how can i install
crm
3.0 without this
...
Sync CRM
3.0 Outlook Offline Client
Via SSL
... VPN is the only way I know of :( Sad when you think how nice
RPC over HTTPS is...
We waited years for a good Outlook sync, now we lose it because of
CRM. Can anyone
tell me if you can sync CRM
Outlook Offline Client via the internet (SSL link)
or do you have to use a VPN client to sync?...
Problem with CRM Exchange
E-MailRouter
...
i've a problem with CRM 3.0 and the Exchange-Router. I got the
following entry in the event log:
Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException:
...
CRM
3.0 Outlook Client and
Connecting to EXSRV message
...
On the initial launch, the CRM
for Outlook will sync contacts and appointments -
the first hit can be painful depending on the number of objects the
users own. ...
Dave CRM installation
is working great. ...
Could something to do with the
CRM sync
process have something to do with this? ...
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