When you create a follow-up campaign response activity or a follow-up service activity in Microsoft Dynamics CRM, the Customer field is not automatically populated with the originating account name (912153)


The information in this article applies to:

  • Microsoft Business Solutions CRM Sales for Outlook, when used with:
    • Microsoft CRM 3.0
  • Microsoft CRM 3.0
The hotfix that is discussed in this article is not available for the Chinese version of Microsoft Dynamics CRM or for the Japanese version of Microsoft Dynamics CRM.

SYMPTOMS

When you create a follow-up campaign response activity or a follow-up service activity in Microsoft Dynamics CRM, the Customer field is not automatically populated with the originating account name.

RESOLUTION

A supported hotfix is now available from Microsoft, but it is only intended to correct the problem that is described in this article. Only apply it to systems that are experiencing this specific problem. This hotfix may receive additional testing. Therefore, if you are not severely affected by this problem, we recommend that you wait for the next Microsoft CRM service pack that contains this hotfix.

To resolve this problem immediately, contact Microsoft Product Support Services to obtain the hotfix. For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft Web site:

http://support.microsoft.com/contactus/?ws=support

Note In special cases, charges that are ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem. The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

Installation information

Install this hotfix on computers that are running Microsoft CRM Client or Microsoft CRM Server. After you install this hotfix, clear the Microsoft Internet Explorer cache. To do this, follow these steps:
  1. Start Microsoft Internet Explorer.
  2. Click Tools, and then click Internet Options.
  3. Click Delete Cookies, and then click OK.
  4. Click Delete Files, and then click OK.

Prerequisites

There are no prerequisites.

Removal information

To remove this hotfix, use Add or Remove Programs in Control Panel.

Restart requirement

If you are prompted, restart the computer after you install the hotfix.

File information

The English version of this hotfix has the file attributes (or later file attributes) that are listed in the following table. The dates and times for these files are listed in Coordinated Universal Time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time item in Control Panel.
File nameFile versionFile sizeDateTime
Category_FollowUp.htc6,21622-Dec-2005

MORE INFORMATION

For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base:

824684 Description of the standard terminology that is used to describe Microsoft software updates

887283 Microsoft Business Solutions CRM software hotfix and update package naming standards

Modification Type:MinorLast Reviewed:10/4/2006
Keywords:kbMBSemail kbMBSMigrate kbQFE kbHotfixServer kbpubtypekc KB912153 kbAudDeveloper kbAudEndUser
©2004 Microsoft Corporation. All rights reserved.