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Microsoft CRM - CRM Sales for Outlook /machine profiles

Microsoft CRM - CRM Sales for Outlook /machine profiles

CRM Sales for Outlook /machine profiles

Posted: 23 Jan 2004 10:50 AM PST

Kelnic,

As long as they are still logging in with their Domain login, there
should be an issue (provided they went offline first). The machine
should allow the login as it will use the cached version of their
creditials, even though they aren't connected to the network.

One issue you're seeing is that the Sales for Outlook client does not
support a multi-user profile install. It will only work for the user
that was active when the sw was installed on the machine.

Matt

On Fri, 23 Jan 2004 10:50:04 -0800, "kelnic"
<microsoft.com> wrote:
 

Custom Fields in Crystal Reports?

Posted: 23 Jan 2004 09:11 AM PST

Jairy is correct. open a report then in crystal click on
Database-Verify Database. This will make the report aware of all fields
including any you have added. The same technique is used if you want to add
custom fields to any of the standard reports that ship with CRM


"Jairy" <com> wrote in message
news:32c701c3e1d6$5a17b560$gbl... 

Customisation

Posted: 23 Jan 2004 07:22 AM PST

Ali,

MS CRM provides some fairly extensive capabilities via it's out of the
box customization features. With those tools you can add fields to
the tables and customize the forms used by the system.

If you need to go beyond these features, you can develop your own .Net
code that uses the SDL to interact with the product. Using this, you
can add your own pages to the application and interact with other
applications within the CRM framework.

There is no built-in VBA scripting capability like the Office apps.

Matt

On Fri, 23 Jan 2004 10:22:29 -0500, "A.M" <com>
wrote:
 

Need a picklist of users

Posted: 23 Jan 2004 05:34 AM PST

Best you could probably do as far as supported customizations is to use a
toolbar button to pop-open a window that does the crm lookup user, and then
copies the user name into a field in the parent form.

Mike


"Chris Galley" <co.uk> wrote in message
news:phx.gbl... 

CRM E-mail in Outlook

Posted: 22 Jan 2004 05:54 PM PST

Jairy:

Thanks for your response.

We are a MSDN Subscriber and do not have the ability
to "talk" to the developers.

These email restriction are really a need by many of our
potential clients.

The need to have ability to have multiple From: addresses
is also something that is required.

Having multiple Business Units but not allowing Reply
addresses related doesn't make sense.

I understand the issues of a version 1 product. I do
hope they find these things planned for V2.

If you can "talk" to the MS people involved it may help.

If you hear anything on this please let me know.

Thanks.

Doug
 
the 
CRM 
access 

Multiple Email Identities

Posted: 22 Jan 2004 04:04 PM PST

Mike:

Thanks for the feedback.

It seems if you allow multiple Business Units, you need
to allow multiple email identities.

I understand the V1 issues, I sure hope that V2 can
consider some of these things.

Thanks,

Doug
 
to do. The 
costly as each user 
the user to 
usability 
is coming 
only have 1 
but 
have 
sending 
when 

CRM Security issue with Administrator account

Posted: 22 Jan 2004 01:44 PM PST

CRM 1.0 will not work on the 2003 platforms, however it will work with
SBS 2000. CRM 1.2 does support the 2003 platforms.

Matt

On Fri, 23 Jan 2004 07:37:29 -0800,
<microsoft.com> wrote:
 

E-Mail Issue

Posted: 22 Jan 2004 12:20 PM PST

I have seen this solution in the TechKnowledge area of support.

This seems to imply the error is on a Queue, but these are on e-mails that
are done by Users.

In running through the solution, for the Queue I assume when it says: 9. In
the Permissions tab, select Authenticate user.


That you mean "Authenticated Users" as I don't see the other one. When I
select the Advanced button there are listings for "Authenticated Users" and
some are for "User objects" and there is a separate list for "This object
only". Should they both be there?

"Benjamin Lecoq [MS]" <microsoft.com> wrote in message
news:OMGP$phx.gbl... 

Web Access failure

Posted: 22 Jan 2004 09:59 AM PST

you didn't have to actually remove it, just disable its popup blocker....

-Gary

"Doug Behl" <microsoft.com> wrote in message
news:28ff01c3e113$c0c6d430$gbl... 

Installation of CRM 1.2 in one machine

Posted: 22 Jan 2004 09:10 AM PST

Hi Manel:

Aside from any hardware problems, this is not a supported
configuration for MSCRM UNLESS the one machine is
installed with SBS. THis is becuase of the differences in
the ways SBS and a regular DC handle certain security
areas.

It is because of the way local machine SIDs are handled
by CRM, the local machine SIDs are stripped and the
domain SIDs are used, so if you install on one box, the
domain SIDs are stripped. If a user is then from a
trusted domain and not the CRM domain, it's a problem.
But SBS doesn't allow multi-domains so it removes this
issue.

As for hardware, as long as you have the horsepower, one
box is not a big deal. I run a P4 3.06 with 2 GB of RAM
and RAID 5 with SBS 2003/CRM 1.2 and it rocks...

John.
 
reason, that don't 
server, domain server 

Convert a field to not allow Nulls

Posted: 22 Jan 2004 07:49 AM PST

After these changes you need to save the form. Open Deployment Manager and
publish the form. Once completed open a command prompt and run IISRESET to
restart the web server.



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

ms crm fr

Posted: 22 Jan 2004 07:05 AM PST

i should clarify

In CRM when you add a doc as a note attachment or to sales literature it is
stored in the CRM database.



"Erick Fornara" <com> wrote in message
news:phx.gbl... 

crm workflow manage will not start

Posted: 22 Jan 2004 06:52 AM PST

Hi:

Make sure your DNS is set up correctly and you cna find
the CRM server. If you type "crmserver" in the dialog,
but your DNS records do not properly map the
name "crmserver" to the right machine, this error shows
up...

John.
 

Customization.....Support...

Posted: 22 Jan 2004 01:22 AM PST

thank u Andrew and Mike....

Ricard I.P

"Andrew" <microsoft.com> wrote in message news:<1f9401c3e0f9$50b0abe0$gbl>... 

CRM security role v1.0

Posted: 21 Jan 2004 06:16 PM PST

Hi Joe, I think there is an error in your logic. Do you want her to be able
to see and assign activities at an org level, or do you want her to see them
at a BU level, but assign to anyone org wide?

To be able to assign activities at an org level would mean she would have
rights to read activities at an org level...you need to see them to assign
them :) If you only want her to be able to assign activities visible in her
BU, then grant her BU assign. She can still assign to any user, no matter
what org. The assign permission only says what activities she can see to
assign, not who she can assign those activities too.

Mike


"Joe" <com> wrote in message
news:uUGPR$phx.gbl... 
there 
security 

Attaching a document to an Email via SDK - Urgent

Posted: 21 Jan 2004 04:56 PM PST

Hi Mike -

There is no need really to "upload" the document to the server - its there
already... I need to insert it into an attachment (uploading it "into" the
CRM database) I guess using "upload" was a bit confusing. I just meant
uploading it "into" the attachment table... through the sdk... I can see
the fields, but I cannot "update" the ones referring to the filename, size,
and contents...



"GreaterThanTwo Media" <com> wrote in message
news:%phx.gbl... 
automatically 
I 

Customising Reports in MS CRM 1.2 - Australian

Posted: 21 Jan 2004 04:26 PM PST

I purchased 10.0, which Crystal says supports MS CRM.
I'm running into install issues, has anyone been able to
use this version to develop on 1.2?
 
reports 
technical 
include 
CRM 
need