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Microsoft CRM - Web Based UI

Microsoft CRM - Web Based UI

Web Based UI

Posted: 22 Jan 2004 07:02 AM PST

The implementation guide for CRM talks about allowing access to CRM from the
internet.


"A.M" <com> wrote in message
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that 

Linking an activity to a Case

Posted: 21 Jan 2004 04:22 PM PST

Mike,
Thanks for that. Seems obvious in hindsight. 
field. This will allow 
opening 

Changing owner when scheduling a task

Posted: 21 Jan 2004 04:20 PM PST

Mike,
I can assign a task if:
1) I open the activity and choose Actions-Assign
2) From within the activities list in CASES by
highlighting the activity and selecting Actions-Assign.

However, I can't
1) assign the activity from My Workplace without opening
the activity, and
2) Much more importantly, assign an activity when
scheduling it - there is a search button, but it looks
like Microsoft ran out of time to enable the
functionality.

Given 95% of our activities are scheduled by a Customer
Service Rep on behalf of another employee, this 'double
action' assignment would be frustrating.

Any thoughts?
 
menu option in the 
appear 
the 

Import wizard...

Posted: 21 Jan 2004 12:27 PM PST

Thanks, All works fine now.

David


"Greg Coley" <com> wrote in message
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or 
on 

Upgrade to 1.2 Documentation

Posted: 21 Jan 2004 10:36 AM PST

As mike said, it should be in the new IG (Installation Guide, pdf format),
that comes in the server CD.

However, I'd just like to personally point out that its not very well
documented, but then again the upgrade isn't very complex.........hopefully
you were the one that installed 1.0 and know your environment.....

good luck, and have fun!!

-Gary

"DMJ" <kmd@hotmail> wrote in message
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upgrade 

Deleting Reports in 1.2

Posted: 21 Jan 2004 10:26 AM PST

Were you able to get ahold of the tool? If so how did
you go about it. I tried to get it for 1.0 but had no
luck.

Thanks.
 
system, and it 
seem to delete reports 
1.2? 

Are there any good tools out there for importing data?

Posted: 21 Jan 2004 10:02 AM PST

Scribe Migrate

www.scribesoft.com

I am not affiliated BTW.

"Brian Whitman" <com> wrote in message
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CRM Setup

Posted: 21 Jan 2004 06:18 AM PST

Jerry, don't bother trying CRM 1.0 on Win2K3. It won't work, trust me ;)

Mike


<microsoft.com> wrote in message
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Archiving records in CRM

Posted: 21 Jan 2004 05:46 AM PST

Please don't double-post.

Thanks,
Mike


"DMJ" <kmd@hotmail> wrote in message
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website integration

Posted: 21 Jan 2004 01:33 AM PST

Bruce

Everything you want to do is very possible and not difficult however keep in
mind that the license for CRM states thats every user connecting to CRM in
any way requires a license. This means if you were using CRM for a support
department and had 5 support guys you would think that you would need 5
licenses. However if you then created a web front end so customers could log
their own issues, each customer would have to have their own license for CRM
as well.


"Bruce" <com> wrote in message
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Connect CRM to other databases

Posted: 20 Jan 2004 03:39 PM PST

If you developed the application in .Net then the problem usually relates to
the fact that when ASP.Net run it uses a local machine ASPNet account to
access the database. If the database is on a separate server within the
domain it will not recognize the local account. Several ways to handle this
but the quickest (but not the most secure) is to go into the machine.config
on the server where the ASP.Net application runs and change the username and
password under the <ProcessModel> section to be a domain user account and
password. Then go over to the SQL Server system and grant the domain
account login rights, access to the databases you need, and permissions on
the objects you need. Generally when you set up a Visual Studio development
system it assumes everything is local and you need to define security for a
multi-system production mode.

Regards,
GeorgeV

"Gary" <com> wrote in message
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app 
in 
indicates 
this 
I 

SDK account owner retrieval

Posted: 20 Jan 2004 03:06 PM PST

Some pieces in C#:


string sData = oAccount.Retrieve(blahblahblah);
oAccount = null;

XmlDocument oDoc = new XmlDocument();
oDoc.LoadXml(sData);

txtAccountName.Text = oDoc.SelectSingleNode("//account/name").InnerText;
txtOwnerId.Text = oDoc.SelectSingleNode("//account/ownerid").InnerText;
txtOwnerName.Text = oDoc.SelectSingleNode(//account/ownerid/@name).Value;
oDoc = null;


Mike


<microsoft.com> wrote in message
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