Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

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How can I save an Advanced Find view as my default view?You cannot use an Advanced Find saved view as your default view.If you create a view that you think should be the default view for all users, ask your system administrator or systemcustomizer to create that view.Related TopicsTroubleshootingRequesting User Interface ChangesCustomizing EntitiesWork with ViewsExporting Data to Excel – TroubleshootingHow can I create a view or export data that includes fields from relatedrecords?Advanced Find search results can include fields from related records.To specify fields from related records in Advanced Find:1. Click Advanced Find.2. Click Edit Columns, and then click Add Columns.3. Select the related record type, select the columns from that record type, and then click OK.4. Click OK again to close the Edit Columns dialog box.Note: You cannot sort Advanced Find search results based on a column from a related record. If you need to sort bya column from a related record, export your list to a Microsoft Office Excel worksheet or PivotTable, and sort the datathere.Related TopicsTroubleshootingWrite a Report Using Report-Writing ToolsExport Data to ExcelWork with Advanced FindCustomizing and Organizing ReportsWhen I export data to a Microsoft Office Excel dynamic worksheet orPivotTable, why do I receive a "Connection failed. Reason: not associatedwith a trusted SQL connection" error?This error occurs if you are accessing Microsoft Dynamics CRM from a different domain than the domain thatMicrosoft Dynamics CRM is installed on.To export a list of records to a dynamic Microsoft Office Excel worksheet or PivotTable, your computer must be on thesame domain as the domain of the Microsoft Dynamics CRM server. If you are on a different domain, you can exporta static worksheet.Related TopicsRunning Reports - Troubleshooting452 Microsoft Dynamics CRM 4.0 User’s Guide
Export Data to ExcelRunning Reports and Analyzing DataImporting Records – TroubleshootingHow do I leave some fields in my source file unmapped?If you are using a data map for your import, you can specify that you want to ignore a column by selecting thecolumn and then clicking Ignore. More information: Work with Data MapsIf you are using automatic mapping in the Import Data Wizard, every field in your source file must be mapped to aunique field in Microsoft Dynamics CRM. All columns in your file will be imported. You have two options:Remove columns from your source data that you do not need in Microsoft Dynamics CRM. The easiest way todo this is to make a copy of your source file, and open it with Microsoft Office Excel. Delete unused columns,and then save the file as a comma-separated values (.csv) file.Customize the entity in Microsoft Dynamics CRM and add new attributes so that there is a destination for eachsource field in Microsoft Dynamics CRM.Related TopicsWork with ImportsImporting DataWhat are some common reasons a record might fail to import?When you are troubleshooting data imports, make small files with one or two records. It is much easier to locate thesource of the problem when you are importing a small batch. To ensure a successful import, be sure to follow thesteps in Prepare a file for import. More information: Work with ImportsCommon error messages and suggested resolutions:A SQL Server error occurred. For more information, contact your system administrator.This message indicates that a value in the source file exceeds the maximum number of characters that canbe entered for the field. For example, a value for the Street field in a lead import exceeds the 50-characterlimit.To fix this error, reduce the number of characters in the field, and then run the data import again.The lookup reference could not be resolved.Each entity in Microsoft Dynamics CRM has named lookup attributes that are used to connect one recordwith another record. For example, the Campaign Response entity has a required attribute, SourceCampaign (campaignid).To fix this error, change the value to be a valid Microsoft Dynamics CRM globally unique identifier (GUID).Microsoft Dynamics CRM 4.0 User’s Guide 453
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Microsoft Dynamics CRM 4.0 User’s
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Table of ContentsChapter 1: Getting
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Chapter 3: Marketing ..............
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Chapter 1: Getting StartedThis chap
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Customer Service ManagementThe Cust
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Information in the Resource Center
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ToPressMove to the next option or o
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utton .Use an asterisk (* ) as a wi
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In any list, select multiple record
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Clear, delete, or group search crit
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a. In the Activities list, in the T
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Delete a saved search3. On the Stan
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Microsoft Dynamics CRM.Business Uni
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NoteYou cannot update an attached f
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From the Reports areaa. In the Work
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3. Click Enter Value, and enter a v
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The following export formats are in
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DueEnter the date and time that the
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is displayed as long as the receipi
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NotesWhen you close an activity, th
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CustomerYou must click the Lookup b
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In the Assign to Queue or User dial
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Attach a fileCan I do this task?Thi
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5. On the General tab, in the Recor
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To search all records on all pages
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ooYou can use the Modified On colum
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2. Select the record or records tha
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You cannot create a new contact or
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Assign to another userClick the Loo
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Or, select multiple recordsSelect s
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use Track in CRM.Copy a shortcut. O
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width (in pixels) that you want, an
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There is potential for data loss if
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To ensure that the file is exported
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Notes and attachmentsYou can delete
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A record will only import if all Mi
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9. After reviewing the details, if
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The Created On and Modified On attr
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. Click Browse, select the comma-se
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TipIf you create a data map that yo
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Add any file or link to a Web page
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To adjust the width of a column, cl
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6. In the list of available records
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Configure sortingTo change the sort
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If you export a dynamic worksheet o
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If the recipients are in the same d
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To select a report from a record or
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To install the required control, cl
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Competitor Win Loss ReportUse this
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Web linksStatic filesDynamic files
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- OR -To start from a copy of an ex
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Column width. Width of the column h
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ooForms for related record typesRep
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Only reports that relate to the cur
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To page through the report, on the
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Add a report without using the Repo
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If you use the Microsoft Dynamics C
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share the.RDL file with the report
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g. To ungroup a group, click the Op
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If the report is enabled for pre-fi
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Create, edit, or copy a report usin
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a. For each row you want to group,
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oShow chart. To view data for a cha
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Make a report available for externa
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a. In the Microsoft Dynamics CRM Re
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Use Microsoft Office Word 2003Can I
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3. On the Actions menu, click Make
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TipTo share your new file with othe
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4. On the Actions toolbar, click Se
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7. If necessary, you can add or del
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While working with quotes, removing
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7. Click OK.Microsoft Dynamics CRM
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RegardingThis field is used to link
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DueIf you are not sending your e-ma
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Close an activityCan I do this task
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6. Click Save or Save and Close.Not
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Assign an activity to a user or que
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Work with Integrated Instant Messag
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More information: Creating and Usin
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Sending and Replying to E-Mail Mess
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To attach an articlea. To look up a
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This procedure does not create an O
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After a message is sent, the status
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Set the option to send and receive
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Convert an activity to a caseCan I
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You can enter a description of the
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Increasing Your EfficiencyPersonali
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2. In the Set Personal Options dial
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Create the duplicatesThis option al
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Create or edit an e-mail templateCa
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Set how your e-mail is trackedCan I
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In the above options, if you chose
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You can export to a static or dynam
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Create, Edit, or Copy a Report Usin
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However, rows with field values fro
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oShow chart. To view data for a cha
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From the Reports areaa. In the Work
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. To group criteria, you must selec
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ExcelView the report in Microsoft O
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Parent ReportIf this report is a su
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Lists for related record typesRepor
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Edit the default filter for a repor
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2. Download the report from Microso
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Create one-time or scheduled Report
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- OR -To edit an existing report, s
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Column width. Width of the column h
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ooForms for related record typesRep
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Edit a default report or create a R
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language in their personal options.
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Use Microsoft Office Word 2007Can I
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4. Continue with the Query Wizard.
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Using the Knowledge BaseUsing Artic
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View unpublished articlesCan I do t
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Using workflowsYou use workflows by
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Send an e-mail notificationStart a
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Conditional Branch. Adds a conditio
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5. Click the field where you want t
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Create or edit an announcementCan I
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c. In Common Tasks, click Add Colum
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Managing Customer RelationshipsMana
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postal code can provide basic geogr
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ooFaxThe selected option simply pro
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NoteYou cannot set up duplicate rel
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Party 2Select the customer record t
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For Selected RecordsSelect this opt
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NoteThis topic documents the list o
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oMailThe selected option simply pro
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5. Click Save or Save and Close.Rep
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However, you can also click the Loo
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For Selected RecordsSelect this opt
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Use this report to identify account
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Create or edit a leadCan I do this
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oMailThe selected option simply pro
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NotesBased on the security privileg
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Reactivate a closed leadCan I do th
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a. In the Navigation Pane, click Ma
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Work with OpportunitiesOpportunitie
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When the Look Up Records dialog box
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To remove a relationship, open the
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Close an opportunityCan I do this t
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Default sales reportsThe following
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2. On the Actions toolbar, click Ne
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Add or remove opportunities for a c
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9. Under Details, click Documents.1
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Selecting recipients for the quick
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You cannot add additional records t
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When you first create a quote it ha
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You must manually enter the tax amo
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Price ListSearch for and select the
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The mail merge process creates two
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You must enter the date in the form
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CurrencySelect the currency in whic
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ecords are created every five minut
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CurrencySelect the currency in whic
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TipWhen the Look Up Records dialog
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Bill To AddressEnter the address wh
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Lock or unlock the price for an ord
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Running CampaignsPlanning Campaigns
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The Total Cost of Campaign Activiti
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8. In the Outsource Vendors box, cl
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Understanding Quick CampaignsYou ca
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NotesYou cannot add additional reco
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Importing Campaign ResponsesIn addi
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2. Open the campaign that contains
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Using Marketing ListsCreating and M
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Add members to a marketing listCan
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Remove members from a marketing lis
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5. Create a query to find the list
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Select this option to include all r
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Chapter 4: ServiceThis chapter expl
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ArrivedCanceledCompletedNo ShowBusy
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calendar in your Workplace.You can
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The Schedule Service Activity form
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Show Time AsIf you want to change t
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that another service activity or ap
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Change the status of a service acti
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You cannot create a recurring servi
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2. On the Actions toolbar, click Sc
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Find an available time with specifi
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2. On the Actions toolbar, click Ne
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Close or cancel a service activityC
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7. On the Details tab, you can sele
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. On the Actions toolbar, click New
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SubjectYou must enter a subject. Th
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The Schedule Service Activity form
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Show Time AsIf you want to change t
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example, you could enter the sympto
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a. In the Navigation Pane, click Wo
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- OR -To work with activities assoc
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Providing Customer Service with Con
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. In the Contract form, on the Acti
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3. Under Details, click Contract Li
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Renew a contractCan I do this task?
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Recording Entitlements Through Cont
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Resolve potential duplicate records
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3. On the Actions menu, click Resol
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Chapter 5: Microsoft Dynamics CRM f
Page 407 and 408: RemindersAfter synchronization with
Page 409 and 410: 5. To save your changes and close t
Page 411 and 412: ContactsSelect this option if you w
Page 413 and 414: More information: Set Personal Opti
Page 415 and 416: when you are working offline, they
Page 417 and 418: If a tracked activity is deleted fr
Page 419 and 420: 3. Save Outlook tasks as Microsoft
Page 421 and 422: In your personal options, you can s
Page 423 and 424: 2. Do one of the following:Create a
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Page 427 and 428: 6. You can also attach an article,
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Page 431 and 432: After a message is sent, the status
Page 433 and 434: Save Record.- OR -NotesIf your new
Page 435 and 436: NotesIf your new or updated record
Page 437 and 438: Before you go offline, you can sele
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Page 441 and 442: More information: Set Personal Opti
Page 443 and 444: Set address book options in Microso
Page 445 and 446: Synchronize with Microsoft Outlook
Page 447 and 448: Resolve data synchronization errors
Page 449 and 450: TroubleshootingAccessing Parts of t
Page 451 and 452: Work with Security RolesControlling
Page 453 and 454: Importing DataHow do I link address
Page 455 and 456: What does the message mean that I g
Page 457: How can I find all records that don
Page 461 and 462: 4. In the Encoding list, click Unic
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Page 465 and 466: Why am I receiving e-mail messages
Page 467 and 468: Why can't I fix some of the synchro
Page 469 and 470: Why are Outlook appointments not ap
Page 471 and 472: General Issues with Microsoft Dynam
Page 473 and 474: Synchronizing InformationWhen I upg
Page 475 and 476: Why can't I go back online?This usu
Page 477 and 478: Running Reports - TroubleshootingCr
Page 479 and 480: Why do I receive the error "SRS soa
Page 481 and 482: GlossaryAaccept (To move a case int
Page 483 and 484: ase currency (The primary or defaul
Page 485 and 486: conditional branch (An element of w
Page 487 and 488: number of recipients. The e-mail go
Page 489 and 490: Import Data Wizard (A wizard used t
Page 491 and 492: opportunity (A potential revenue-ge
Page 493 and 494: qualify (To verify that a record fi
Page 495 and 496: subset of that type. )schedule (A l
Page 497 and 498: Tteam (A group of users who share a
Page 499: workflow scope (The range of record
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