Hi!

We have a couple of "why's" after upgrading to 4.0.

In 3.0 we had a contract template using time allotment. When creating
contracts based on it, the initial allotments field was recommended, not
required. In 4.0 the field is required in both templates.
Is there some new setting on the template to decide whether the field is
required?

Another thing is that in 3.0 the customers mailing and visiting address was
possible to select and map to the contract, now it seems only "more
addresses" are possible to automatically insert in the contract.
Seems a bit weird if you have to customize the account UI to include "more
addresses" if you want to be able to select the record addresses in related
entities.

Any help appreciated.

--
Lars-Erik

On Feb 18, 2:35 pm, Lars-Erik <lars-e...@newsgroup.nospam> wrote:


Hi,
how u upgrade the data from MSCRM 3.0 to MSCRM 4.0? which process u
followed?


sailaja.

A colleague of mine did the upgrade, but I beleive he used an upgrade wizard
included in the installation package..

--
Lars-Erik


"sailaja.crm@gmail.com" wrote:

Hi Lars-Erik and sailaja.

Thanks for posting in. This is Ken in Online Partner Support.

I'd like to confirm that what do you mean by initial allotments field,
customer mailing and visiting address.
Both in CRM 3.0 and CRM 4.0. we don't have such field on contract. Are
those are customized fields?
The original fields like Contract Address, Contract StartDate, etc are not
changed.

Regards
Ken
Microsoft Online Partner Support
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Right, I'm sorry.

I mean the totalallotments attribute of the contractline entity.

Further, I'm pretty sure the address1_* and address2_* attributes of account
could be selected as shipping and billing addresses when creating orders,
invoices _and_ contracts? (At least I can't remember customizing such
behavior in CRM 3.0.. :S )

--
Lars-Erik


"Kenichiro Nakamura" wrote:

Hi Lars-Erik.

Thanks for the reply.

The totalallotments attribute which is shown as 'Total Cases/Minutes' on
Contract Line form is not recommended but system required in both CRM 3.0
and CRM 4.0. Therefore there is no change about it.

Regarding to shipping address and billing address. you are able to select
address1_*, address2_* and more addresses in both contract and invoice in
both CRM 3.0 and CRM 4.0. Therefore, there is no change about this as well.

Kind Regards,
Ken
Microsoft Online Partner Support
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You're right, I can't reproduce the behavior on either of my test instances.
One of my users however insists that we could omit total cases when we used
3.0. I'll have to dig into his mind to find out what was acutal.

I can do this on my 3.0 test instance, but not on 4.0. I guess we have an
issue then.
We have modified our forms to not show address name. Is address name
required for the lookup to work?

Lars-Erik

Hi Lars-Erik.

Thanks for the update.
Yes, The name of the address is needed to be found in the lookup. It is not
required attribute though. While In additional addresses, it is required.

Kind Regards
Ken
Microsoft Online Partner Support
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Hi there!

Checking in to see how this is going.
Is there is anything else we can do for you on this topic?

Have a great week!

Regards
Ken
Microsoft Online Partner Support
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Thanks for your follow-up.
I just verified we can pick the addresses if there's data in the name fields.

Thanks again.

--
Lars-Erik


"Kenichiro Nakamura" wrote:

Hi Lars-Erik,

Thanks for the update.

I am emailing to tell you that I will be closing this post today. Thank you
for using Microsoft Newsgroups!

Regards
Ken
Microsoft Online Partner Support
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