CRM2016 SP1 Remove marketing list members stuck - dynamics-crm-2011

I have a static marketing list for contacts. When I press the button "manage members" and want to remove members using other marketing lists, I can start the removel.
My main marketing list contains 2300 contacts. The marketing list for removel contains 100 members.
But the removel does never finish. It just stucks on the popup (internet explorer) "please wait" or (Firefox) "Data is beeing prepared. Please wait..."
Does anyone have experienc with this?

The main marketing list was locked. Thats why it did not procced.
Unfortunatly there is no warning telling you that.
Tank you anyways.

Related

Cognos Content Store Query Paths

For daily operative issues, I need to recover the path of a report by entering the subject
of the email he receives.
For example: A customer receives a mail with the subject 'Sells report' and the report it's in 'Reports/Sells/Customer1_Report'
I think I must be able to do this by querying the content store, but I don't know how to do this.
Have you done it? If you don't, do you know any tool for retreive this kind of info of the content store?
Thanks in advance, and sorry if this is too specific...
Click on the Set Properties icon for any report object in Cognos Connection. It's the first icon under "Actions" and looks like a finger pointing at a box with red writing on it.
In the upper-right hand area of the default General tab you should see a link for "View the search path, ID and URL". Click that link to display the Search path, Unique ID (CAM) and Default action URL for the object.
Your users can easily cut-and-paste the Search Path entry into an email to give you a nice path like /content/folder[#name='Folder Name']/report[#name='Report Name'] in their error reports.

Ignore Inactive List Members option in marketing List Creation?

When i create the new marketing list I find the "Ignore Inactive List Members options".
What the use of of that?i Searched a lot but i Don't get the knowledge .what is the use of it?
If set to "Yes" inactive records in the marketing list will not be included in marketing activities related to the marketing list (eg, campaigns, quick campaigns).
The records will show in the marketing list, but will not be assigned activities from campaigns.
See this blog usingmscrm .

Sharepoint Attendees without a Workspace for Calendar Event

I am wondering if it is possible to have a custom form in Sharepoint 2010 where I am able to add/edit a calendar event and access the attendees list that is normally visible on the workspace page.
I assume that perhaps I need to at least hard code a workspace to be selected as I believe attendees need to be assigned to a workspace.
Open to suggestions as I'm new to Sharepoint but seems crazy having to create or link to a workplace for each event.
Greatly appreciate any help.
#WashBurn not sure if this what you are looking for. Goto your calendar - list settings. goto the "Content Types" section. click the content type...should be event. from there click "Add from existing site content types " and attendees should be in there. hope that helps!
There is a simple (unfortunately not intuitive) way to achieve what you are trying to do.
click on list settings for your calendar list. You will see about half way down a section called content types.
![enter image description here][1]
Click on the event content type (which should be there by default.
this takes you to another similar screen where you can simply add the attendees column.
Once you know that attendees are part of an event it is then intuitive.
Hope this helps.
This is one of many nasty little things that come up when you try to build your meeting management on SharePoint. Other very common problems include integration with any e-mail client, first of all Outlook but not only, sending meeting requests from SharePoint and handling the respoded attendee's status...
The SharePoint calendar e-mail extension is a third party solution that might solve your problem.
Here is the link: http://www.sapiens.at/en/products/pages/sharepoint-calendar-e-mail-extension-3.0.aspx
Every SharePoint list (wether it's document library, calendar, lnks or custom list) have both a Create Form, Edit Form and a Delete Form. Each of which you through SharePoint designer can create your own custom versions of, in your case, this is needed to edit a Calendar List item with its associates/attachments.
Read one of Microsoft's own guides on how, here
Although this is a very old post, i just ran into the same issue and figured out a way to solve this issue.
Simply go into the Content Type 'Event' and add the Column 'Attendees' :)
Then you can also use the attendees as input for a workflow, e.g. to notify them on Event creation/update. i attached two Screenshots to show how you can do that using SharePoint designer!
With this phrase you can add the Link to the Event into the Mail Body:
[%Workflow Context:Current Item URL%]
Hope that helps other people in the future.
I believe I have the solution we are all looking for.
Create a standard event calendar (the one that does not have attendees)
Add the 'Schedule and Reservations' content type to the calendar from the list settings page
Modify the 'Calendar' view so the filters read
attendees is equal to me
OR
attendees is equal to
The second entry is completely empty but allows SP to match for no attendees
You can add more columns with OR statements if you need to be sorting based on additional groups
This worked for my needs, hope it works for everyone else

online Crm 2011 Dialog Workflow Issue - Response Type

I need to create a new Proccess with Dialog (new Feature in Crm 5.0) which calls a CRM Query, returns a list of Customers, and after selecting the customers we want to use, I call a plugin which then prints the invoices for the Selected Customers. The plugin is programmed and working and also the dialog is created and the entire solution is working perfectly. But only for one Customer :(.
And this is the Issue. When you create a CRM Query in Online Crm 2011, you get 4 options as Response Type:
1.Single Line ( Text Box),
2.List of Options ( Radio Buttons), where only one can be selected,
3.Picklist (DropDown), where also only one item can be selected and
4.Multiline ( Multiline TextBox)
And in my case none of these is not working, because I cannot select more Customers from these Response Types. It works only for one Customer :(
How to solve this issue? What are the options here, maybe a custom User Interface for the Dialog, or what?
What I need is a List of Checkboxes with the Customer Name, and then I can select more then one Customer for the invoicing proccess.
Do I need to take another route in order to achieve this, or will the Dialogs do the job? Or can I create a Custom Response type which renders multiple selectable Checkboxes? If yes, then how can I create a Custom Response Type?
Any suggestion would be apreciated.
Thanks
I don't think the Dialog feature will do what you need (checkbox list selection). Another option would be to add a button on the ribbon, perhaps called Create Invoices, that launches a pop-up window (custom HTML web resource). This pop-up window could simply ask "Are you sure?" or it could even include some custom parameters for the Invoice generation. Upon confirmation, it would use some JavaScript to talk to the ODATA endpoint to update a flag on each of these Customer records that would fire your plugin.
This way, a user could browse to a list of Customers, use the built-in checkbox to check off as many as they like, then click the Create Invoices button.
If you are good with HTML and JavaScript, probably the hardest part of this will be learning how to add a new Ribbon button. It isn't the easiest to learn, but there are plenty of resources out there to help.

SharePoint Issue Tracker - auto approve if in a group and auto set of 'source'?

SharePoint 2007
I've setup and Issue Tracker as a quick ticket system. I gave everyone in all the internal domains access to view the page and to create items, then I made a list of team members and gave them rights to edit/delete items (etc).
The Issues all have a "pending/approved" column and a radio button selection on the new issue form to choose between "internal" or "external" issue (if a core team member created the issue or someone from the outside).
I'm not sure if it's possible but I've been trying to figure out how auto set the internal/external radio selection (if the person creating the issue is on the list of core team members - auto set 'source' to 'internal' else 'external'. And I've also been trying to figure out how to auto-approve items if they are internal items.
So, if someone on the team member group list creates an issue it should be automatically have it's source set to "internal" and it should be auto-appoved.
Thanks for any help!
One solution would be to use SharePoint Designer like this:
Customize the NewForm.aspx to remove the internal/external field altogether from the initial creation.
Create a new workflow on the list that automatically starts when a new item is created.
Use the condition "Created by a specific person" and choose the created by to be the Team Members group
Set the action to "Update List Item" and set the Internal/External field to internal
Add an additional action of "Set Content Approval Status" and set it to Approved
Click the "Add 'Else If' Conditional Branch" link
Add an action for the Else condition of "Update List Item" and set the Internal/External field to external
The first step is just for appearance (since regardless of what they choose you will be setting it for them automatically). The workflow will take care of auto setting your fields based on the creator's group membership.
You need an event receiver that fires on ItemAdded (http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.spitemeventreceiver.aspx) that sets both Source depending on the user that posted the issue and approves if source is internal.

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