Top Solutions

recieving error "This certificate cannot be verified up to a trusted certification authority" from a website hosted on iis7.0 and server 2008.

When browsing to the site on a client browser (non-domain member), i get a certificate prompt that...

Hi guys

Got a problem configuring CRM v4 (Rollup 8) with Exchange 2010.  Having read a great deal about configuring these two products, I'm stumbling in two areas:

1. I've diabled SSL on my EWS virtual directory as mentioned on a number of...

Trying to install Reporting Extensions with CRM 2011 Server using SQL Server 2008r2 with Windows Server 2008 R2.
 
Receive this error: "Warning: Reports will not be published for some organizations because the Report Server instances used by...

As I can tell from many hours searching I am not the only one struggling to install Microsoft Dynamics CRM 3.0.  I joined the Experts-Exchange just so I could see a posting on the subject but unfortunately didn't find my answers there.  So here's...

Windows Server 2003 (SP2), running Microsoft CRM.  DOT NET 2.0 and 3.0 both got corrupted recently, and I had to uninstall and reinstall.  However, we are still having problems.  
I'm getting this error in the application log:

Event Type:...

Hi,

Iam tryig to send email in my code behind using CRM. But whenever i try i am getting "erver could not process teh request" error. I have attached the code here. Iam very new to the CRM. iam getting teh error in the line
SendEmailResponse...

We have the following setup:
Apps on Server1:
- OS Server 2003 SP2
- SQL Server 2005

Apps pn Server2:
- OS Server 2003 SP2
- MS-CRM 3.0
- SQL Reporting Services
- IIS

On Server2:
If I open a browser and use http://server2/reports,...

When trying to connect using the client on the server we receive this error message:
The Raiser's Edge 7
---------------------------
Unable to establish database connection.

[Microsoft][ODBC SQL Server Driver][DBNETLIB]General network...

Hi,
Server A: 2003 DC
Server B: MS Dynamics CRM 4 Server with Update Rollup 10 installed
Server C: SQL 2008 R2 with Reporting Services configured
No internet connection from Server C, so I cannot update the installation files when running the...

hello, does anyone know how to reset the password for the user "master" in goldmine 6.0 standard version? unfortunately, the default password "access" does not work. thanks!

Could someone tell me what each of the RegardingObjectTypeCodes stand for in the MS CRM database?  Is there a table in the database that contains the definitions of these codes?

Hello everyone,

I am trying to find how I can get values from an entity.  I have a custom entity called location.  It contains City, Province and country fields.  I then add this to the contact form so that I can pick the city from the lookup....

I have recently upgraded to Microsoft CRM 4.0, and while the web based interface works flawlessly, the outlook client displays an error message whenever I try and create or a open any type of activity.

The error message states: "a microsoft...

In the OnLoad event I'm setting a transactioncurrencyid field on the task entity form, and in the same OnLoad event I'mI attempting to programaticly set a money field. The money field set fails because of the error "A currency is required if a...

I need to populate another field on a CRM Form based on the value selected in another field.
I know I need to use the onChange script of the primary field but I'm struggling to figure this out.

Example:
If the value in field MFG = 1
Then...

Hi all,

I'm an IT Administrator for a chain of companies who just decided to start using their old GoldMine server again. We acquired the company who owns the server almost two years ago, and their previous IT person never left any passwords...

I have a query regarding microsoft CRM 4.0.  I have my CRM set up as an IFD (Internet Facing Deployment), and occasionally access it externally from public computers.  How do I securely log off from the site when I am done using it.  Currently,...

I am trying to find a way to let users export select field data to a text file.  Ideally the fields should be formatted as XML to allow import to Microsoft Word 2010.  If I create a Visualforce page with only the fields for export there should be...

I've used ACT! for some time - upgrading to the newer versions as they became available.  I downloaded a trial version of ACT! 2008 to try before purchasing.  I then purchased  this version and registered the serial number.  Recently, when...

I want to use the OnLoad form function in CRM default a Follow Up Date on the Case Form which is todays date +1 day.  However I dont want the date to include the weekends.  

I have got the following so far which is working and defaulting in a...

Where do you set the Time Zone for CRM 4.0??
My server is set to PST (GMT-8). All the CRM activities are recorded 6h ahead (i.e. if I create an activity at 8am, it shows created on = 2pm!).
How can I make the CRM use the same Time Zone as the...

How to analyze the AWR report generated by awrrpt.sql, i am newbie for AWR

Hi guys,

I'm struggling with the configuration of the CRM email router (4.x)

What I'm trying to do is let the router send and receive mail from several gmail accounts. Incoming is no problem: created a profile, POP3, blahdiblah and set...

Platform: SBS2003 R2 w/ SQL2005 SP2
CRM3 has Update Rollup 2 (KB927751) applied

When we upgrade from Microsoft CRM 3 to Dynamics CRM 4 the upgrade appears to work smoothly (crm40svrsetup.log shows no errors), but after the "install finish...

I installed Microsoft Dynamics CRM Outlook client.
When I am configuring this Outlook client through Configuration wizard I am getting following error
"The specified Microsoft Dynamics CRM server is not available. Make sure that the URL is...

Hello everyone!

I'm having an issue where I cannot browse my brand new installation of CRM 4.0. The installation completed successfully and everything seems to be in order. When I try to browse locally on the server or from a remote machine, I...

Hi,
We have a script set against the onsave event for the Quote Product form in CRM 4.0, as below:

This script calculates the tax amount based on the rate selected by the user (pick list).

This works fine if the value first value in the...

I have a unit test that is testing batch (bulk) insert of records in Salesforce.  I'm getting an error "Too many soql queries: 101" in the unit test.  I've done some basic checking of queries in for loops, etc. and everything looks okay.  I have...

Our organization uses Salesforce.com to keep track of our service work.

The Salesforce.com object that we use to track the details of each service request is the Salesforce.com Case object.

We track our time using Salesforce.com Activities,...

Hello, I'm converting my crmservice creation routine so that it'll work with Dynamcis CRM 4.0 IFD.  I've run into a huge number of problems resulting in me having to download the WSDL and use that to add the webreference in VS2005.  

Currently...

I am not able to use the Siebel in Firefox... I love to use firefox... it works like charm in IE and however firefox it won't. Do I need to install some add-on pack in firefox to work...

Please do help me...

A few days ago I installed the CRM client for MS Outlook and things were working perfectly. Then, all of a sudden, Outlook stopped showing the Dynamics CRM folder and the add-in seemed to be missing. I attempted to reconfigure the instance, which...

Don't know if this is the right area to ask this question, but I'll try! I am looking for a call logging / trouble ticket system for our small technical department. Some of the criteria we are looking for:

- FREE (or very cheap, we are a small...

Dear all,
I create custom entity : Projects, with 3 cols ( Project Name , ProjectTime, AccountID)
deom within my web application I need to add a project and associated with given AccountID
can any one please provide some code or hints on how...

Hi

After doing much work on CRM 3.0, I'm currently teaching myself the new features in CRM 4.0.
I've worked my way through this tutorial: http://msdn2.microsoft.com/en-us/library/bb955365.aspx
The only difference is that I'm coding in...

Hi there,

How can I send the data from Sales force to an external system?

I believe it can be done through a S-Control which can be attached to the custom button (URL type) that will trigger to send the data using HTTP POST method.

Has...

I have been battling for days now and scoured the web for all solutions. Problem is that I cannot run a custom report through the report wizard in CRM 2011. I can run the built in reports fine. When I run the report, it starts to generate the...

Hi,

I am attempting to restrict the price lists shown when adding a product to a price list. Specifically,  when I open a Product, select Price List Items and click Add Price List Item, it should only show Price Lists that are in the User's...

Hi,
I have a problem with the Siebel's sql server 2000 database date/time fields. I have noticed that before 28/3/2010 (the day that we change the clock time 1 hour forward to have DST) the time in date/time fields like CREATED has 2 hours late...

We are currently running Microsoft CRM 2011 with Rollup 3, and none of our users can view Opportunities in their Outlook Client (either Basic users or System Administrators) however if you open an account you can see Opportunities linked to that...

I'm trying to find a way to read a string into an array (<list>).  I know that I can get the string.Length and then loop through from 1 to Length, but I can't figure out how to get the character at position.loop_counter in the string.  This is...

We are using outlook 2007 with microsoft CRM and are having problems occasionaly with people recieving attachments as .dat files instead of a word of zip file.

Does anyone know why this is or how to solve it as it only happens every now and...

Hello
Trying to get a plugin working in CRM 4.0.
the plugin worked fine until we connected up the CDO part for updating the contacts message store.
now when we run it we get the following error:-
Could not load file or assembly 'Interop.MAPI,...

In our MS Dynamic CRM system, I am looking to further customize the "Convert Lead" Webpage Dialogue box. I need to add in 2 additional items to the current drop down list under the "Disqualify" portion. Please see the attached screenshot of the...

Hi,
I am trying to find out if I can extract the records from objects in salesforce.com to SQL2008 database server. Does anyone know if SQL 2008 has direct connection to salesforce.com?  Could we use SSIS in sql2008 for that?

Thanks,
Chea

I need to pop a dialog box using the OnChange event in CRM.  This dialog box would simply be a reminder telling the user that they need to do something if the check this bit field.

What script would I need to use in order to do this?

Exception type: InvalidOperationException
Exception message: Client found response content type of 'text/html', but expected 'text/xml'.
The request failed with the error message:The Local Security Authority cannot be contacted

I have been...

I would like a workflow to be triggered on my custom entity which changes the status of the same entity when a certain condition is met.
1. When a SAGE Reference is entered into the SAGE reference text field
2. Check that there is a value (ANY...

We have a CRM 4 running on a Windows 2003 R2. We are getting the below error message when accessing the CRM web site. When try to install hotfix KB941386, I receive this message: "The update patch cannot be installed by the windows installer...

HI, I want to import 4.500.000 contact record in an CRM 4.0 Enterprise with Update 9.
I already import 2.000.000 with the Data Migration Manager in four files (500.000 each).
When I try to import another file with 500.000 records I receive this...

I would like to display a different associated view for an entity based on the related entity it is viewed from.

For example we have created a fund and a fund member entity and created relationships so we can have a many to many relationship...

I'm looking for a relatively stable version of the CRM plugin for Outlook 2010.  Is there one available?  If so, have any of you had any luck with it?


Thanks!

Hello,

I hope someone can help me with this. I have installed CRM successfully but when I open Outlook, I get the following error. "An error occurred loading Microsoft CRM functionality, try restarting. There is a problem communicating with...

Hi,

badly need help with this:

I want to convert an incoming mail to a supportcase that is asign to an account/contact in CRM 4.0 with a workflow.
If the sender is not in system the case will be asigned to a temp account called: TempCases....

We are using Microsoft Dynamics CRM 4.0.  Most staff have the Dynamics Client for Outlook installed (with Outlook 2003) and use that as their sole method of accessing CRM.  CRM and Exchange reside on separate servers.

We have several workflows...

Hi:
Iam looking for ready made excel sheet to calculat the TCO of CRM for five years?
Can you help.
Thanks

Hello,

I have CRM 4.0 and all of its prerequisites running off a virtual Windows Server 2003.  I can connect and use the web client and all of its features, with no problems.  Everything works fine on that end; however, after I installed the...

Actually i have a problem setting up the (e.g) http://mycrm web site on IIS. I've made all the pre-installation tasks.
I am looking for any walkthrough of Microsoft CRM installation.Can anyone help me?

Dear all,

is there anyone who could help me in creating my custom reports in vtiger CRM? or please guide me how can i get my reports developed through any tool, etc?
simple count reports like agent-wise leads count, etc

Secondly, is there...

Hi Guys,

I tried to install the outlook client for CRM 4.0 today, firstly i tried to upgrade from the CRM 3.0 Outlook client which it seemed to go ahead with (it gave the option to upgrade), but then failed when checked for the SQL instance...

I have a quick question regarding Web-To-Lead forms.

Can webforms only be created on Leads object or is it possible to create a web form using HTML and process it on the Opportunity object?
 

Hi Experts,

I am about to run the CRM 3.0 redeployment wizard but have a few queries... I am trying to migrate to a new CRM 3.0 server in the same domain and retire the old server. SQL and CRM are to be imlemented on the same new hardware.
...

Set up is as follows:

Server 1
Windows Server 2003 SP2
MS SQL SERVER 2005
Reporting Services

Server 2
Windows Server 2003 SP2
Microsoft CRM3

I have installed CRM3 on server 2 but when I try to launch CRM I get the following error...

What could be the php error in attached snippets?
How i could proceed?

Environment:
Vtiger... generate a pdf from sales order or invoice

Hi,

I'm using SharePoint 2007 and CRM 3.0 with an SQL 2005 DB, how can I get SharePoint to retrieve data from the CRM database for KPIs, lists, etc...?

CRM 4 Reporting services will not work through users internet explorer or outlook plugin. Please help.

I have CRM 4 HF 5 deployed on a 2K3 server called S7-CRM1
I have SQL 2008 deployed on a 2K3 server called S7-SQL1

I can run CRM just...

Hello,
It appears that my timezone is 8 hours behind GMT. I have noticed this because I have changed the datetime fields of the case incidents to show time also as this is important to us.
The time on the CRM server is fine and is syncronised...

I am a rookie at Dynamics CRM 4.0 so be gentle please. This morning we are receiving timeouts when we attempt to add a new account to CRM 4.0. Below I have pasted the Event Log entry. I will pass along any information that can be helpful. Just...

I need to install Sugar CRM Community Edition setting up access to the CRM functionality to the staff of our small company. They need access throughout our office locations which are technically 3 now. We have a hosting provider with a Linux VPS...

Hi!

I am looking for a simple CRM or contact managment software. Here is what I need:
- OS: Windows 7
- number of users: 1
- number of contacts: < 2000
- contacts must be linked with emails (either in the software itself or with...

I tried to setup Dynamics CRM 4.0 with MS SQL 2005 Server. Everything went well when I installed SQL server 32bit to Windows Server 2003 64bit, but the CRM setup hangs in pre-install checks.

I have had the following errors:

Setup failed to...

I cannot get this query to work.  Can someone please tell me what I am doing wrong?

CRM 4.0 Outlook client on XP SP2 latest updates.  CRM 4.0 client with Rollup 4.

Goto tool bar CRM
    Syncronize with CRM

Then get error:

A SQL Server error occurred. Try this action again. If the problem continues....

Will not sync...

Hi all,

I really need some advice, I've spent some time with this...

New installation of SBS 2008 Std and SQL 2008 Std (Action Pack versions).
Machine is Proliant ML 310 with 8 GB etc.

Trying to install CRM 4 on this, ends up to an...

I have various issues with Microsoft Dynamics CRM 4.0 but I am going to focus on issue for right now.
I have a user that wants the CRM 4.0 Client for Outlook installed on his laptop. We get CRM installed and when Outlook is open and we go to...

Experts,
Does any one know the advantages/disadvantages of the CRM Goldmine?

I am going to purchase a laptop/notebook and i am not a gaming, a high spec laptop is not necessary.

With these brands
Sony Vivo, Fujitsu, Toshiba, Panasonic, Acer, Asus, IBM thinkpad, Dell, Hp pavilion, Compaq, LG, MSI, Benq

Buying...

Hi,

Is it possible to remove the link inside at lookup field?

I have made it readonly, but the link is still active and the text with underline.

Does anyone have an solution to this?

Hi,

Although I'm not new to Dynamics I'm not very versed in using the marketing campaigns. I have created a marketing campaign and I have a list of campaign responses from that stored in CRM. The list of responses are contacts who are...

Hi

I want to know all the interface tables of Oracle Installed base module.  Also, It would be good  if any body could tell me the stages of validations and the tables in each and every stage before getting in standard tables of CSI?  Urgent...

Hi All
I'm looking to do a job for one of our CRM users. They print out a simple 'daily worksheet', which is a CRM report filtered to find open cases assigned to a user. What I want to do is edit the report so that under each item in the report...

Hi,
While trying to install Microsoft Dynamics CRM 4.0 SRS Data Connector on a report server I get this error:-
 
Check CrmSqlDomainValidator : Failure: Data ServerInstallInfo.SqlServerMachineName is not available.

The MS CRM is installed...

I am trying to add bold font formatting by using the style attribute.  I am able to set the style to italic, or the color to red, but not the font-weight;

<apex:pageBlockSectionItem >
                <apex:outputText style="font-weight:900;"...

I own and run a small software and web hosting business. I would like to implement a CRM / ERP system to keep track of accounts, clients, contacts, billing, projects, etc.

I'm trying to find the best free, open source solution for running my...

Getting an error "Invalid Argument" when attempting to create a Quick Campaign.
1. Open an account.
2. Under Contact I click 'Create Quick Campaign' - for all record on current page (to help in testing all the contacts are known to me and are...

Can someone help me to understand how to fix the problem I'm having with installing SugarCRM version 6? I just went through the default installation successfully (no errors or warnings), but the web screens all look terrible.  See an example of...

I'm looking for definitive setup instructions for goldsync (goldmine 6.7). Examples / warnings would be good. Manual of somekind fine. New to Goldmine goldsync and haven't been able to find much information on the setup. I have found some and...

We are having problems with Excel Pivot Tables in Dynamics CRM 4.0.

In Activities if we choose the view "All Activites" and Export to Excel it opens fine.
In Activities if we use any of our Custom Views and Export to Excel, we get an error....

Not sure where to configure this at, but here is my setup.

Moved CRM server to a new virtual machine. The database server did not move, nor did the report server. Everything is still on the same domain.

Everything came up fine, but I cannot...

how to integrate CRM workflow with stored procedure in sql 2005 ,, any body have idea?

can I calculate the IRR in MS Dynamic CRM.
I have account entity and transaction entity.
is it possible or i need to export to excel.
Thanks,
Maya

Hi experts!

I am not really shure, but as I see it now Sharepoint MOSS 2007 seems to have a limit of 5MB for a single item that is attached to a list file.

How can I increase this limit to 15MB?

Please note that I do not talk about the...

Hi,
we have Siebel as CRM application. The Siebel "talk" with a cti server application (DIALOGIC) to retrieve the caller number. The cti is connected with an Alcatel call center. Communication between Siebel and CTI is made through an API named...

I am using Microsoft Dynamics CRM 4.0 and I would like to be able to make calls from within Microsoft CRM to my IP phones by clicking a button.  I use Trixbox as my phone system and Aastra IP phones as my telephones.  I know ACT allows you to...

Is there a possible way of customizing the invoice form for printing use in CRM 2011?

There are a few features I wish to hide from being printed and add a company logo and change the general layout of the form just for invoices which need to...

Hi there,

Please see the attached file which has the exact requirements. In order to explain my problem it is important to see the attached file, which has screen shots and the images?

Thanks

Greetings,

A few weeks ago I posted this


I have this issue only on one computer using ACT! 11.

When the user send mail using ACT, the email doesn't appear in the Act history tab.

My act is configured to send mail using outlook...

This is the database error i get when the desktop users trys to log into Goldmine 6.7 with a MS SQL 2008 backend.

Vendor initialization failed.

Context: openDatabase
MSSQL: Goldmine_CulverCapital: dbo.SYNCSITE

1: Alias:...