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Microsoft CRM - Attaching word docs/files to account

Microsoft CRM - Attaching word docs/files to account

Attaching word docs/files to account

Posted: 27 Jan 2004 04:15 PM PST

Thanks for that... I should've seen it but didn't

"Chuck Latham" <com> wrote in message
news:phx.gbl... 

Bug with customize isv.config and publish customizations

Posted: 27 Jan 2004 02:23 PM PST

You need to check your server as there are probably more than one isv.config
on your crm server as per this article


TechKnowledge
Changes to ISV.Config File Are Overwritten


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Document ID: 32010
Date Created: 7/21/2003
Date Last Modified: 7/22/2003
Language: English - United States
Country: USA
Product: Microsoft CRM
Versions: 1.0
Modules: Microsoft CRM SDK

Issue

Customizations to the ISV.CONFIG file located in the
c:\inetpub\wwwroot\_Resources folder have been made and the ISVIntegration
flag set to "On" in the WEB.CONFIG file. After Resetting IIS, the
ISV.CONFIG file reverts back to its orginal state.

Potential Cause

There is an ISV.CONFIG file in the C:\Program Files\Microsoft
CRM\Tools\Config folder.

Resolution

Remove the old ISV.CONFIG file.

1. Restore the ISV.CONFIG file in the
c:\inetpub\wwwroot\_Resources folder with the desired customizations.

2. Rename or delete the ISV.CONFIG file in the C:\Program
Files\Microsoft CRM\Tools\config folder.








"Rick" <com> wrote in message
news:%phx.gbl... 

Auto-Uploading Attachments

Posted: 27 Jan 2004 02:23 PM PST

Yep... And I've even talked to MS about it. You see - the idea is for my
application to create an xml attachment, and autosend an email, with the
attachment, to a queue.

The problem is, their described method means that a web page will need to be
created, the user select the file to attach, and manually attach it. That
is not what I am looking to do - the users do not have access to the
attachments as they are created on the fly on the CRM server itself.

MS told me I can update the attachment mime table with the file I want to
upload converted to binary.... but the field that holds the file is text
(body). Something just isn't adding up....


Thanks
Kristina



"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 
error: 

Buttons and navigation

Posted: 27 Jan 2004 12:48 PM PST

Everyone here has told me no. I have the same issue.

The response I received about this is:

1) Put your related data in a separate database, and
store the id of the
associated MSCRM object in your DB so that you can match
them up.

-or-

2) Use an existing entity as something else. But yes,
you run the risk that
you may need this feature in the future. MS may also add
the feature you
need, or allow you to add your own entity.



 
a 
menus, 
We've 
use 
possible 
be 
an 
Opportunities 
format 

Exchange 5.5 & CRM

Posted: 27 Jan 2004 12:41 PM PST

or exhange 2003 with crm 1.2


"Fanman36" <microsoft.com> wrote in message
news:com... 
Exchange 2000

using browsers from legacy computers and Macintoshes

Posted: 27 Jan 2004 09:12 AM PST

Hi John, no. You may want to check the MSCRM requirements page on
Micrsoft's website.

Mike


"john Smith" <com> wrote in message
news:phx.gbl... 
X 
can 
decision 

CRM 1.2 SDK?

Posted: 27 Jan 2004 08:48 AM PST

Hi John,

Maybe I was not clear enough. I was talking about
Assigning and Teams not Sharing. By the way - there are
methods for both (e.g. CRMAccount.Assign,
CRMAccoutn.GrantAccess, CRMAccount.ModifyAccess,
CRMAccount.RevokeAccess...) if I am not mistaken?

Still when talking about businessobject.Assign method
SDK says - The Assign method assigns the account to a
security principal (user or team).

Can you or can you not Assign business object to the Team?

Thanks

Ivan Celeketic
 
the system allows a 
not allow you to 
wrote in message 
business- 

installation erros (80041A04)

Posted: 27 Jan 2004 06:55 AM PST

Yes, it contains a "&," but from the registration code
email they specified that the organization name must be
entered in CRM exactly the way it was registered as. How
do I get around this or can I?

 
registered company name? 
provision 

MSCRM 1.x and its current state

Posted: 27 Jan 2004 06:51 AM PST

Jiho, you have some good points, but I think you have some things to learn
about MSCRM as well.

The ASP.NET component model is a really handy, fast way to build web apps,
using things like post-backs and viewstate. It's makes a developers job
much easier at the cost of gerneralization and page bloat. Obviously you
can get higher performance by writing your own handler model that trims out
all the generic stuff you don't need. CRM doesn't make use of the postbacks
or bloated viewstate model, it uses it's own, efficient posting model. This
is a good thing, not a bad thing. MS actually took the time to build a more
efficient, app specific model for MSCRM.

Yes, iFrames cause more hits on the web server, but they also prevent having
to reload other sections of the page when you are simply scolling through
view data. If you get further under the covers of MSCRM, you will notice
the content of navBar tabs is gerneally only loaded as they are accessed as
well. This makes screens load faster, and prevents loading and re-loading
data unecessarily. It's a briliant model, and my bet would be that it
transfers far less data and produces faster overall page loads and
scalability than you would get by loading all form data at once, and
re-loading entire pages everytime you just want to scroll a view.

Mike


"Jiho Han" <com> wrote in message
news:%phx.gbl... 
poking 
in 
really 
layout, 
frame 

Shortcut Key - View IE Toolbar?

Posted: 27 Jan 2004 05:59 AM PST

F11 too!?! Good one! What else u got?? :}

John.

"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 
them 
switch 
is 

Upgrading CRM 1.2 Beta 100 users License to Normal License

Posted: 27 Jan 2004 01:00 AM PST

Thank you John,

We are MSDN Universal Subscriber in Turkey, and here Microsoft Launches 1.2
verision of CRM.

May be we have some CRM customers. So I will develop customized version of
CRM 1.2 in Turkey, may be in Turkish.

Mail Merge......

Posted: 26 Jan 2004 09:02 PM PST

This is true if you want a one step solution. However,
from advanced find you can export the data to Excel, and
then do the mail merge.

Not brilliant, but better than nothing.

Gill 
Outlook Client. 

Field attributes

Posted: 26 Jan 2004 02:36 PM PST

As for field masks, we've developed a schema editor that allows us to add
them to your schema if you're interested.

Mike


"Joe" <microsoft.com> wrote in message
news:4be401c3e45c$d1971710$gbl... 

Buttons and View Names

Posted: 26 Jan 2004 02:19 PM PST

So did I, before 1.0 was released :) It will be included in the
future...likely in 2.0.

You actually could in the 1.0 Outlook client by changing it in one JS file,
but not anymore in 1.2.

Mike


"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 
think 

First timer and it shows

Posted: 26 Jan 2004 02:01 PM PST

You do need to assign a licence to the Administrator.
This was available via MSDN. 
all on the same box. I installed mscrm and whenever i try
to run the workflow manager or add a user i get the
specified ms crm is not responding........... When i try
to access through a browser i get a -user access error.
the logged on user is either not a ms crm user, disabled
in system, has not been assigned any security roles, or
has not been assigned a license. I can see the last being
a reason, but i have set up my acct through AD and i am
an administrator. Not even sure where i am supposed to
get the license. I am an action pack subscriber and
received this through the program. This is business
solutions crm 1.0 

Microsoft CRM setup could not find a valid organization

Posted: 26 Jan 2004 01:43 PM PST

It is/was set to MSDN Subscriber. I now have yet another issue, i cant
reinstall CRM either. It is erroring witht he following:
An organization named 'MSDN Subscriber' already exists. Please delete the
organization, or provide a diffrent organization name.

Well i can change the name because that is what my license is bound to, and
i can find where is it holding the organization name to delete it. (Even
uninstalled SQL and remove everything from the data dir)

Suggestions?

CT

"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 
valid 

Crystal Reports Performance?

Posted: 26 Jan 2004 10:45 AM PST

Hi Kristina -
That's good news, but we've upgraded in our dev environment and I'm not
seeing performance gains. Can I ask what your server specs are?
- Vince

"Kristina Ledford" <com> wrote in message
news:phx.gbl... 
get 
server