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| | I have a requirement;
I have 2 Team- Team A and Team B and 3 Users.
User 1 is a member of Team A and B
His role in Team A is 'Manager' and in Team B is 'Consultant'
I should be able to know each members role in respective Teams. Can anybody Help me n doing this in CRM
Thanks in anticipation
Rodrigz
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| | Rodrigz,
What you can do here is the following:
1. Create a Custom Entity Called "Team Membership", or something similiar to it.
2. Add an N:1 Relationship with the User Entity, this will allow you to have a lookup on this entity for the User on the Team.
3. Add an N:1 Relationship with the Team Entity that way we have a lookup to the Team's... |
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| | For Leads where I have selected to share with other members, they are not seeing those Leads. If I assign them they are available to the member assigned.
This maybe a setup issue with AD and CRM but any assitance would be appreciated |
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| | Hello and thank you for using Ask Amy.
You will want to check the View the user is trying to view the Lead from.
When a record is shared with a user, the record will show up in the Open Leads view, but will not show up in the My Open Leads view. This is because when sharing a record with another user, the ownership does not change.
If this is not the issue, please... |
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| | www.mscrm-toppers.com provides a still growing catalog of add-ons for Microsoft CRM. It currently holds add-ons from more than 70 ISV's from all over the world (mainly USA, Europe and Australia).
Livnara Consulting |
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| | Hi
I am trying to import my contacts (Salutation , FirstName ,LastName etc.) into ContactBase table writting custom queries, so far so good but i can't figure out how to import the address of each contact into the CustomerAddressBase table. The uniqueidentifier ParentId on CustomerAddressBase table doesn't exist on ContactBase table, so how could i 'connect' this tables on my query.
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| | Hello -
Are you using Scribe Insight for migrating the data? If not, what tool are you using?
Thanks,
Amy Mayer
CRM Consultant |
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| | Is there a way to convert a group of leads to a contact, or do you have to do this one by one?
Thanks? |
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| | Hello and thank you for using Ask Amy.
Leads do need to be converted 1 by 1. You can do this by opening the Lead record and click on the Convert Lead button from the Actions bar.
Thanks,
Amy Mayer
CRM Consultant |
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| | I have multiple users across the country. I occasionally have a lead that I want to share with all of them. What happens if one person wants to convert this lead to a contact? Will this convert it for everyone? If so, how would you address it so it wouldn't convert it for everyone across the board?
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| | I have multiple users across the country. I occasionally have a lead that I want to share with all of them. What happens if one person wants to convert this lead to a contact? Will this convert it for everyone? If so, how would you address it so it wouldn't convert it for everyone across the board? |
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| | Hello and thank you for using Ask Amy.
When you share a Lead with multiple users, the Lead is not multiplied. Therefore, any changes made by any user who has access to the lead will reflect for the other users who have access to that Lead. If the Lead is converted by 1 user, the lead will be converted for all users, because they are all viewing the same record in the CRM database. ... |
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| | so, how is the fact that inetium is being sold going to affect this site? |
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| | Inetium will be officially sold on March 15th, 2006. This transaction will have very little effect on our daily operations. Our name will remain the same and all employees and management are being retained. We will continue using and expanding the function of this web site. We will be having our next CRM user group on April 5th where we will review the content discussed... |
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| | There is a current issue with CRM and the integration of Appointments within Outlook that I wanted to address.
There have been instances where customers who have noticed that Appointments were 2 hours off in Outlook, but were correct in CRM. The issue is related to the Time Zone setting within CRM.
This problem will arise if you have a user who has their Time Zone in CRM set to Pacific... |
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| | Hello--
We've got a server on which CRM has been installed a few times -- finally got it working on the last try. The only remaining problem is that one of the users (who was active with the CRM during a previous incarnation) cannot authenticate. He gets three tries and then the "You are not authorized to view this page" message (when logging in via Explorer). My suspicion is that something... |
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| | Hello -
I don’t think v3.0 would impact on this users account from an AD perspective as much – the security is more in the CRM database now than it is in AD.
We would love to be able to support you on troubleshooting this issue. You can call 952-646-0800. Ask for Dave Stahlman. He can direct your call appropriately.
Thank you,
Amy Mayer
CRM Consultant
Inetium |
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| | Does decreasing the amount of minutes CRM synchs with Outlook have any known side effects?
I changed the synch from 15 minutes (default) to 10 minutes. |
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| | Hello and thank you for using Ask Amy.
I have some client's who have changed this as well and they have not seen any disadvantages. I also have not heard of any other disadvantages.
Amy
CRM Consultant
Inetium |
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| | After the upgrade to V3, the admin user was automatically set to "restricted access mode." This means we cannot assign records to the admin user. Instead of immediately changing the process (which is the long term goal), I would like to remove restricted access mode from admin. Will there be any negative side effects if I give the admin user full access? |
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| | Hello and thank you for using Ask Amy.
If you remove the Restricted Access checkmark, then the Admin will have a full license which means it will be taking up one of your licenses in CRM. That is the only draw back.
Amy Mayer
Inetium, Inc.
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| | Hi!
When i try to clixk on whichever Report i get this error message:
Microsoft CRM Platform Error Report:
Error Description:
Unable to access crystal; check to see if you have enough licenses : Unable to log into crystal; check to see if you have enough licenses : Unable to connect to cluster @IDECRM001.IDENET.COM to retrieve updated APS member list. Logon can not continue.
Error... |
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| | Hello and thank you for using Ask Amy.
Most times this error can be resolved by simply resetting the Crystal Services. Follow these instructions:
On the CRM server open the Crystal Configuration Manager from the Start menu. Highlight all the Crystal services, right click and choose restart. After that has restarted then restart the World Wide Web Publishing service from... |
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| | Hi!
We have deleted a user in crm and Active Directory and now we can not change the owner of an account in CRM to a new salesperson and i get the following error "A resource required for this operation is disabled" What can i do? I've tried to enable the user in Active directory and to set him up again in CRM but i get error in CRM when i try to do that.
Thankful for a resolution!
IDE |
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| | Hello -
Thank you for using Ask Amy. I have attached a document to this posting that will assist you with this problem. This is the only way to get around this issue.
Let me know if you have any further questions.
Amy Mayer
CRM Consultant
Inetium, Inc. |
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| | Thank you very much, it worked!
Chris |
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| | Hello
Have recently installed CRM 3.0, created a new team but under the wrong business unit. can't change the business unit as the option is greyed out. Can't seem to delete the team either.
Are there any methods for deleting a team?
cheers |
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| | Hello and thank you for using Ask Amy.
After you create a team in Microsoft CRM, that team cannot be removed nor is there a way to change the Business Unit.
If this is a team that you do not want your users to use, I would suggest at the moment to change the name of the team to something like 'zDon't Use'. That way it will always appear at the bottom of the list.
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| |
- In general, what is CRM's primary purpose for assigning an owner?
- When is the owner assigned?
- Can there be multiple owners?
- Can the owner change?
- Is the owner assigned to the Acct or Contact?
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| | The owner is used to determine security in the system, it is used in providing data views and also to provide reporting capabilities. Essentially every record in CRM has an Owner associated to it. There might be an Account and the account is owned by a user. There are Contact associated with this Account and those Contacts might have a different owner associated to those records. ... |
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| | Are there alternative ways to tying a team of people to an account and/or contract on the service side of CRM?
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| | Hello -
An alternative way to handle this in V3.0 is to setup a new Entity called Team and then make a relationship to Accounts or Contracts and tie a team of people to that record.
If you would like more in depth details of how to set this up please contact me directly at amayer@inetium.com or call 952-646-0800. I would be more than happy to assist you.
Thanks,
Amy... |
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| | Microsoft has posted a Beta/working copy of their training manual for CRM 3.0.
Inetium will keep this site updated as Microsoft Updates their site.
The What's New in Microsoft Dynamics CRM 3.0—Applications course provides the information required to recognize the key differences in the new features found in Microsoft Dynamics CRM 3.0. This 154-page training manual explores new features and functionality,... |
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| | I would like to unshare multiple records. I followed the instructions, but get the following message: "you can only view the access rights for one record."
I own all the records and have system admin rights.
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| | Hello -
We are only able to unshare 1 record at a time. Unfortunately there is no way around this. This is because each share of each record might have different access rights.
Let me know if you have any other questions,
Amy Mayer
Inetium CRM Consultant |
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| | Amy,
I see it's not possible to create an appointment from workflows? Is there any known workaround? If not, do you know if this will be possible in V3?
Is it possible to create an email from workflow without sending it? I'd like the email created, but would like to send it manually.
Thanks.
Sarah |
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| | Hi Sarah -
In v3.0, it is still not possible to create an Appointment type activity with Workflow. What you could do is create a Task for the user notifying them that they should create the Appointment Activity. At least there is some kind of notification to the user that there is an action they need to take.
Using workflow to create emails actually sends the email to the person identified... |
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| | c360 Products for Microsoft CRM Version 3.0
c360 is pleased to present this preview of c360 products for Microsoft CRM. The table below illustrates how c360 products complement and extend Microsoft CRM 3.0
Check out the attachment for in depth product enhancements and what is available.
If you have any questions please let either Ryan or Amy or your Inetium BDM... |
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