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Microsoft CRM - Sales Process

Microsoft CRM - Sales Process

Sales Process

Posted: 26 Jan 2004 10:54 AM PST

Also check a field called stepname as well


"GreaterThanTwo Media" <com> wrote in message
news:%phx.gbl... 
stages? 

Crystal 10

Posted: 26 Jan 2004 09:07 AM PST

I also learnt that if you have a version of 9 but not 9.22 then Microsoft
MBS can supply a specific 9.22 version. Of course you need to load it with
your own license key etc


"Jodi" <microsoft.com> wrote in message
news:4ad201c3e444$7e6a9890$gbl... 

Reports

Posted: 26 Jan 2004 08:53 AM PST

How to publish the reports again? Can you point me to a knowledgebase
article etc.

Thanks
Omar


"Kristina Ledford" <com> wrote in message
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on 
on 

Crystal Enhancement 9.2.2

Posted: 26 Jan 2004 08:14 AM PST

On my PC - not the CRM server....

Found out the error - you need to type the APS servername in the dropdown
list - it doesn't autodetect it........




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

Why MS CRM?

Posted: 26 Jan 2004 07:01 AM PST

Hi Scott, I think there have been several great replies to you questions, I
just wanted to add a little more:

- You may want to find an independant company that can help you evaluate
various CRM products based on you requirements.

- There are a few companies that make add-ons for MSCRM, such as the
relationship tree by GaleForce Solutions, that gives you a consolidated,
tree view of all data related to contact/account/order/etc.

- If you want simple things like field capitalization, companies like mine
can add that in for you fairly inexpensively.

- I'd also strongly question the SQL thing as well. Basically, MSCRM is
very well architected behind the scenes and there are many features that
aren't yet implemented in the interface. It's quite apparent that there is
still alot more value yet to come in this product.

Mike


"microsoft.public.crm" <com> wrote in message
news:%phx.gbl... 
layout. 

crystal enhanced installation failed

Posted: 26 Jan 2004 12:23 AM PST

You will need the exact "v9.2.2"

v9.0 with lastest service pack will not work.

Frank Lee
Workopia, Inc.
 
http://www.workopia.com/Links.htm

 
message 
message 
1.2 and crystal 
9.0.2 (no i have 
install crystal 
right version of CR? 

Create new entity or object

Posted: 25 Jan 2004 05:08 PM PST

Hi Scott, it's a lot of work to add your own entities in and make it work,
so I'd suggest:

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.

I'd suggest going with the first method (the supported method for
customization).

Mike


"Scott W." <microsoft.com> wrote in message
news:4bba01c3e451$f33ad970$gbl... 

Microsoft CRM Deployment Manager requires Domain Admin privleges to run

Posted: 25 Jan 2004 12:59 PM PST

John,
Yes they are members of the CRMAdmin group, they also currently have
the following CRM roles;

CEO-Business Manager
CSR Manager
Customer Service Representative
Maeketing Professional
Sales Manager
Salesperson
System Administrator
Vice President of Sales

Other CRM related Groups are

domain/CRM/MSDN Subscriber/SQLRepl
+domain/CRM/MSDN Subscriber/UserGroup
+domain/CRM/MSDN Subscriber/MSDN Subscriber/UserGroup/{2 users}

I did try making my test user a member of the Local Admin group on the
CRM Machine (this test user does not have CRMAdmin) and the Privilege
Use error was eliminated. I am now receiving an Application error from
DMSNAPIN which is Is - CRMSysAdmin : WhoAmI failed.

I assume this is due to the test user not having CRMAdmin. Currently I
am getting ready to hijack one of the user accounts that do have
CRMAdmin but I need to contact the user before I change a password
else I will receive a call very early tomorrow.

Any insight will be appreciated.

Al


On Sun, 25 Jan 2004 18:12:04 -0600, "John O'Donnell"
<com-nospam> wrote:
 

Not Able to Install MSMQ in SBS2003 as part of CRM Pre-req

Posted: 24 Jan 2004 10:32 AM PST

Here is the resolution from the SBS2003 board
You should find the MSMQ components under "Application
Server" and
"Message Queuing" in the Add\Remove Windows Components
dialog.
 
newsgroup, and you were 
worked for you, I 
post there and tell 
message 
pre- 
did 
it 

Trouble loging on to APS

Posted: 24 Jan 2004 04:11 AM PST

Arni

The administrator for crystal reports is different from administrator in
CRM. You need to contact MBS support to get a tool to help you troublseshoot
this issue.
"Arni Thor" <is> wrote in message
news:phx.gbl... 
the 
best 

Case numbering

Posted: 23 Jan 2004 12:36 PM PST

Unsupported, but...hint...check out the OrganizationBase table.

Mike


"Stefanie Gardner" <crewsen.com> wrote in message
news:phx.gbl... 

importing customizations

Posted: 23 Jan 2004 11:39 AM PST

Joe,

There is no supported way to remove columns from the schema once they
have been added. So even though the columns aren't in the imported
xml file, they will still be present in the DB.

If you truly want to "revert" to a previous version of your schema,
you're gonna need to restore the DB's from a backup, that's the only
way to cleanly do it.

Matt

On Fri, 23 Jan 2004 11:39:29 -0800, "Joe"
<microsoft.com> wrote:
 

CRM Form Controls- Where?

Posted: 23 Jan 2004 10:25 AM PST

Hi George, the controls are contained in the dlls in the bin directory in
wwwroot. You can use them in VS.NET, and can use the Object Browser to
explore them. There is no documentation on them, and using them is not
supported by MS. We use many of them, it just takes trial and error to
figure them out.

Mike


"George Vessels" <com> wrote in message
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CRM 
by 

ACT! migration using CDF

Posted: 22 Jan 2004 08:40 AM PST

Hi,

I have an experience migrationg ACT! records into the CRM
by using CDF Migration Tool. It was night mare : part of
the work was bulk manual updates (cause the system didn't
work properly), I run the CDF Migration Tool for each
sales rep one by one, but it worked. The only data that I
migrated were : accounts and contacts.
If you have questions you can write to my e-mail :
com (remove nospaaaaam from the
address).
Inna.



 
(including NOTES) over 
did you get 
anyone share...