Microsoft KB Archive/929306

= The Competitor Win Loss report contains incorrect data in Microsoft Dynamics CRM 3.0 =

Article ID: 929306

Article Last Modified on 4/4/2007

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APPLIES TO


 * Microsoft Dynamics CRM 3.0

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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 run the Competitor Win Loss report in Microsoft Dynamics CRM 3.0, the report contains incorrect data in the No. Open Opportunities Against Competitor field and in the No. Closed Opportunities Against Competitor field. The report lists some competitors that should not appear in the report.



RESOLUTION
A supported hotfix is now available from Microsoft. However, it is intended to correct only the problem that is described in this article. Apply it only 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 Dynamics CRM 3.0 service pack that contains this hotfix.

To resolve this problem immediately, contact Microsoft Customer Support Services to obtain the hotfix. For a complete list of Microsoft Customer 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.

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.

Installation information
This hotfix contains a self-extracting package file. After you extract the contents of the package file, follow these steps to install the updated reports on the Microsoft Dynamics CRM Web client:  Copy the .rdl report files to the root directory on drive C. Click Workplace, and then click Reports. Update the Competitor Win Loss report. To do this, follow these steps:  In the Category list, click All Reports. In the Entity list, click Competitors. Click the Competitor Win Loss report, click More Actions, and then click Edit Report. In the Report Type pane, click File, and then click Browse.</li> Click the Competitor Win Loss.rdl report file that you copied in step 1, and then click Save and Close.</li></ol> </li> Update the Competitor Win Loss Detail report. To do this, follow these steps: <ol style="list-style-type: lower-alpha;"> In the Category list, click Hidden Reports.</li> In the Entity list, click Competitors.</li> Click the Competitor Win Loss Detail report, click More Actions, and then click Edit Report.</li> In the Report Type pane, click File, and then click Browse.</li> Click the Competitor Win Loss Details.rdl report file that you copied in step 1, and then click Save and Close.</li></ol>

Note To revert to the original report file, repeat steps 3 and 4. But, in steps 3e and 4e, select the original .rdl file. By default, the original .rdl file is in the following directory:

C:\Program Files\Microsoft CRM\Reports\MSCRM

</li></ol>

Prerequisites
You must have Microsoft Dynamics CRM 3.0 installed to apply this hotfix.

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

Removal information
To remove this hotfix, follow the steps in the &quot;Installation information&quot; section to reinstall the original reports.

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Steps to reproduce the problem

 * 1) Create an opportunity.
 * 2) Associate the opportunity with the following competitors:
 * 3) * Competitor 1
 * 4) * Competitor 2
 * 5) * Competitor 3
 * 6) Close the opportunity by using the following settings:
 * 7) * Status: Lost
 * 8) * Competitor: Competitor 3
 * 9) Run the Competitor Win Loss report.

The report incorrectly lists the following competitors:
 * Competitor 1
 * Competitor 2

The No. Closed Opportunities Against Competitor field contains a nonzero value for Competitor 1 and for Competitor 2. The No. Open Opportunities Against Competitor field contains a value of 0 (zero) for Competitor 1 and for Competitor 2. However, you expect the report to list only Competitor 3.

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

Keywords: kbmbsreports kbhotfixserver kbqfe kbmbsmigrate kbpubtypekc KB929306

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