Rob, CRM workflow is working as designed. Workflow rules do NOT operate on all records automatically. You have obviously created tge rule to be applied on the Create event. if you want it to be...

Hi Chris, It seems like that you having some issues related to the connection to the CRM 3.0. It might be related to DNS. I wish I can provide you a solution, however I am not familiar with your...

Not sure if it applies to your question, but maybe this helps: http://www.stunnware.com/crm2/topic.aspx?id=JS11 -- Michael Höhne, Microsoft Dynamics CRM MVP Web: http://www.stunnware.com/crm2 Feed:...

Thanks, that does explain the scenario clearly. But what you are seeing is not CRM 3.0 built-in behaviour. One explanation is that a custom automated process has been deployed, that is having...

Hi, You can change the behaviour of the custom entities also from customization and then relationships. Yes, you are right about contacts and some other entities. You first need to change their...

Thanks Larry. Very helpful. "Larry Lentz " <LarryLentzCRMMVP@discussions.microsoft.com> wrote in message news:7AE62280-4345-4405-8C1A-DE41ABD7772A@microsoft.com...

Dear All I have a big problem with MSCRM Activity Forms. Although I have restricted the accessability of Activit Forms for create, read, write and all the others to "USER" for a special Securit Role...

Thanks for all the responses. Thought I should post my "semi-final" solution. Decided on a JavaScript solution since most often I need the Entity.Name field automatically filled in when a record is...

We have added an extra field (checkbox) per user. This way multiple users can have this contact related to them. The have added this fiels as an extra filter for the view 'my active contact'. This...

hI am trying to load the VPC Image of CRM 3.0 May 2006 Extended Edition - I download the files - click on the zip file - shows crm.vhd - click on this and then winzip keeps asking for location of...

"Aamir" wrote: That solution works, but it would be so much simpler if an option existed for "on or before" you could chose today vs. having to physically chose a date.

I dont have CRM infront of me but i believe that you might be able to create project while calling .Net Assembly in workflow. Or you can goahead with Opportunity SetState callout /Aamir

I have been using CRM for 2 years. I have just set up a new laptop and installed CRM Offline client. The SQLExpress sync went fine. Although, I have all of my contacts, my outlook shows that none...

Thank you Merijn, It's amazing how something so easy can be overlooked. Now that you told me it's very obvious. I'm glad I didn't spend too much time on my own. I thought it would be simple but not...

When I add a new Web References for my project using http://<mylocalhost>/mscrmservices/2006/CrmService.asmx, I get an error message as...

Yeshua - Glad you found (and posted) your solution to the reporting issue. The loader.aspx appearing after the server name is by design. I must admit I don't know the specific details - but i...

We did enable DEV errors but we are still recieving the same error. "Darren Liu" wrote:

I continue to experience the exact same problem. Have not found a solution yet and greatly need to be able to access the system settings before "going live." Some assistance would be greatly...

I am running CRM 3.0. I am using the default 'case summary table' in the reports section. I set the filters to pull up by a specific customer and resolved cases for the past month. I run the...

Hi, 1. you can create a unique number for each record. Existing contacts won't be touched since a new unique guid will be generated in CRM for your new record. 2. you can set the text only. It...