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Microsoft CRM - Does the administrator have to take up a license?

Microsoft CRM - Does the administrator have to take up a license?

Does the administrator have to take up a license?

Posted: 10 Feb 2004 03:01 PM PST

The admin does require a license, however it does not eat up one of the
licenses that you pay for. So, if you have a 25 license pack, you actually
get 26 but the 26th one is required for the admin account.

Rick.

"Jake Horn" <com> wrote in message
news:ufL$phx.gbl... 
System 

More CRM 1.2 issues

Posted: 10 Feb 2004 11:35 AM PST

I can only tell you we haven't seen any other issues after we performed the
fix I noted.

If you haven't loaded your database with that much data, a re-install would
certainly be a great way to get everything back to a clean known state.

-Nathan

"Keith Knostman" <com> wrote in message
news:d8c501c3f031$4294af10$gbl... 

Anyone succeeded in registering CRM 1.2 ?

Posted: 10 Feb 2004 09:09 AM PST

I figured out what I was doing wrong. I didn't see the yellow label on back
of the server CD packet. That was what I needed. It would have been
nice if they had put it somewhere where I could have found it a little
easier.

Thanks for the reply
Nick


"Dave Taylor" <co.uk> wrote in message
news:%23DCA4m$phx.gbl... 
and 
cd's 
goto 

CRM for international companies - multiple currencies

Posted: 10 Feb 2004 08:36 AM PST

You bascially suggest to translate all the prices to,
lets say, US Dollars. Financially, this will be fine. But
it means, for instance, that EU quotes will be in USD.
I'm not sure that a customer will be too happy to get a
12,323.79 USD quote instead of 10,000 Euro...
 
price 
update 
the 
wants 

Data Migration Framework failed

Posted: 10 Feb 2004 08:35 AM PST

When you execute the procedure to list all unmapped users, the result list
should be empty. If you are seeing one row get returned with the value null,
then some table somewhere has null values for OwningUserName. What I did
for this, is the following.
I had the exact same situtaion. I ran the following sql against the
AccountBase table:
Update cdf_Account set OwningUserName = <some valid user> where
OwningUserName is null.

You may also do a manual select against the table to see if there is any
null values. Select * from cdf_Accoutn where owningusername is null??

i went through the same pain trying to migrate data. The framework doesn't
provide nice feedback if required data is missing, it just ignores the row
as you are seeing. I suspect though that if you are getting Null back in the
listunmapped users procedure, you have that situation I mentioned above.

Hope this helps.

Rick.
<com> wrote in message
news:e8c801c3f07f$bf176480$gbl...
Hi Rick,

thanks for your help, but that was exactly what we were
trying. But the AccountBase table is still empty,
although the migration tool did not report any errors.
We have filled the attributes Name, AccountID and
OwningUserName in the cdf account table and mapped them
correctly (after mapping the p_cdp_ListUnmappedUsers
stored proc result is NULL)

Thanks in advance
Andy


Here is the logfile of the migration tool after running
it the last time. The settings have been like you
mentioned:


11.02.2004 - 10:08:51 -- Microsoft CRM Data Migration
Framework v1.2 - CDF Migration Tool
(C) Copyright 2003 Microsoft Corp.


11.02.2004 - 10:08:52 -- CDF Entity Migration Order:
Organization,BusinessUnit,SystemUser,Territory,Pri ceLevel,
Subject,Account,Lead,Contact,DiscountType,Discount ,UoMSche
dule,UoM,Product,ProductPriceLevel,Competitor,Oppo rtunity,
CustomerAddress,Quote,QuoteDetail,SalesOrder,Sales OrderDet
ail,Invoice,InvoiceDetail,OpportunityProduct,Incid ent,Acti
vity,Annotation
11.02.2004 - 10:08:52 -- The CDF Migration Tool is
initializing. This may take a couple of minutes.


11.02.2004 - 10:08:52 -- Processing entity: Organization
11.02.2004 - 10:08:52 -- Entering Correlate
11.02.2004 - 10:08:52 -- Entering GetInstances
11.02.2004 - 10:08:55 -- Exiting GetInstances
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting Correlate
11.02.2004 - 10:08:55 -- Starting migration phase
11.02.2004 - 10:08:55 -- Test Batch Count = 0
11.02.2004 - 10:08:55 -- Migration phase completed

11.02.2004 - 10:08:55 -- Processing entity: BusinessUnit
11.02.2004 - 10:08:55 -- Entering Correlate
11.02.2004 - 10:08:55 -- Entering GetInstances
11.02.2004 - 10:08:55 -- Exiting GetInstances
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting Correlate
11.02.2004 - 10:08:55 -- Starting migration phase
11.02.2004 - 10:08:55 -- Test Batch Count = 0
11.02.2004 - 10:08:55 -- Migration phase completed

11.02.2004 - 10:08:55 -- Processing entity: SystemUser
11.02.2004 - 10:08:55 -- Entering Correlate
11.02.2004 - 10:08:55 -- Entering GetInstances
11.02.2004 - 10:08:55 -- Exiting GetInstances
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity
Values
11.02.2004 - 10:08:55 -- Exiting Correlate
11.02.2004 - 10:08:55 -- Starting migration phase
11.02.2004 - 10:08:55 -- Test Batch Count = 0
11.02.2004 - 10:08:55 -- Migration phase completed

11.02.2004 - 10:08:55 -- Processing entity: Territory
11.02.2004 - 10:08:55 -- Entering Correlate
11.02.2004 - 10:08:55 -- Entering GetInstances
11.02.2004 - 10:08:55 -- Exiting GetInstances
11.02.2004 - 10:08:55 -- Exiting Correlate
11.02.2004 - 10:08:55 -- Starting migration phase
11.02.2004 - 10:08:55 -- Test Batch Count = 0
11.02.2004 - 10:08:55 -- Migration phase completed

11.02.2004 - 10:08:55 -- Processing entity: PriceLevel
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: Subject
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: Account
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: Lead
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: Contact
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: DiscountType
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: Discount
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: UoMSchedule
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: UoM
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: Product
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity:
ProductPriceLevel
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: Competitor
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: Opportunity
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity:
CustomerAddress
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:56 -- Migration phase completed

11.02.2004 - 10:08:56 -- Processing entity: Quote
11.02.2004 - 10:08:56 -- Entering Correlate
11.02.2004 - 10:08:56 -- Starting migration phase
11.02.2004 - 10:08:56 -- Test Batch Count = 0
11.02.2004 - 10:08:57 -- Migration phase completed

11.02.2004 - 10:08:57 -- Processing entity: QuoteDetail
11.02.2004 - 10:08:57 -- Entering Correlate
11.02.2004 - 10:08:57 -- Starting migration phase
11.02.2004 - 10:08:57 -- Test Batch Count = 0
11.02.2004 - 10:08:57 -- Migration phase completed

11.02.2004 - 10:08:57 -- Processing entity: SalesOrder
11.02.2004 - 10:08:57 -- Entering Correlate
11.02.2004 - 10:08:57 -- Starting migration phase
11.02.2004 - 10:08:57 -- Test Batch Count = 0
11.02.2004 - 10:08:57 -- Migration phase completed

11.02.2004 - 10:08:57 -- Processing entity:
SalesOrderDetail
11.02.2004 - 10:08:57 -- Entering Correlate
11.02.2004 - 10:08:57 -- Starting migration phase
11.02.2004 - 10:08:57 -- Test Batch Count = 0
11.02.2004 - 10:08:57 -- Migration phase completed

11.02.2004 - 10:08:57 -- Processing entity: Invoice
11.02.2004 - 10:08:57 -- Entering Correlate
11.02.2004 - 10:08:57 -- Starting migration phase
11.02.2004 - 10:08:57 -- Test Batch Count = 0
11.02.2004 - 10:08:57 -- Migration phase completed

11.02.2004 - 10:08:57 -- Processing entity: InvoiceDetail
11.02.2004 - 10:08:57 -- Entering Correlate
11.02.2004 - 10:08:57 -- Starting migration phase
11.02.2004 - 10:08:57 -- Test Batch Count = 0
11.02.2004 - 10:08:57 -- Migration phase completed

11.02.2004 - 10:08:57 -- Processing entity:
OpportunityProduct
11.02.2004 - 10:08:57 -- Entering Correlate
11.02.2004 - 10:08:57 -- Starting migration phase
11.02.2004 - 10:08:57 -- Test Batch Count = 0
11.02.2004 - 10:08:57 -- Migration phase completed

11.02.2004 - 10:08:57 -- Processing entity: Incident
11.02.2004 - 10:08:57 -- Entering Correlate
11.02.2004 - 10:08:57 -- Starting migration phase
11.02.2004 - 10:08:57 -- Test Batch Count = 0
11.02.2004 - 10:08:57 -- Migration phase completed

11.02.2004 - 10:08:57 -- Processing entity: Activity
11.02.2004 - 10:08:57 -- Entering Correlate
11.02.2004 - 10:08:57 -- Starting migration phase
11.02.2004 - 10:08:57 -- Test Batch Count = 0
11.02.2004 - 10:08:57 -- Migration phase completed

11.02.2004 - 10:08:57 -- Processing entity: Annotation
11.02.2004 - 10:08:57 -- Entering Correlate
11.02.2004 - 10:08:57 -- Starting migration phase
11.02.2004 - 10:08:57 -- Test Batch Count = 0
11.02.2004 - 10:08:57 -- Migration phase completed

11.02.2004 - 10:08:57 -- Processing entity: Organization
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: BusinessUnit
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: SystemUser
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Territory
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: PriceLevel
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Subject
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Account
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Lead
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Contact
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: DiscountType
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Discount
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: UoMSchedule
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: UoM
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Product
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity:
ProductPriceLevel
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Competitor
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Opportunity
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity:
CustomerAddress
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Quote
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: QuoteDetail
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: SalesOrder
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity:
SalesOrderDetail
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Invoice
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: InvoiceDetail
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity:
OpportunityProduct
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Incident
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Activity
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:57 -- Processing entity: Annotation
11.02.2004 - 10:08:57 -- Starting update phase
11.02.2004 - 10:08:57 -- Update phase completed

11.02.2004 - 10:08:58 -- Processing completed.




 
ensure that the 
find out who is not 
CRM. But it 
only an 
failed because the 
generate my own 
again no success. 
which has the 
migration still 
migration tool 
account table in 
someone can 
provided by Mircosoft 
are required 
Nullable????? 

"Microsoft Office 2000 patch for Microsoft CRM"

Posted: 10 Feb 2004 05:23 AM PST

If its not very big (<50Mb), you couldnt possible email it to me could you?
Surely not any license problem, I've got the ACTUAL NFR software anyway, I
only want the Office Patch !
Let me know if you can.
Thanks
Tony

An error occured while installing Microsoft CRM folders

Posted: 10 Feb 2004 05:05 AM PST

Hello Tony,

The missing icons is just a part of the problem. Removing an registry
entry brings back the icons in the shortcuts. The main problem is this
error after installing a folder in the folder list.
Every time I open Outlook there is the next folder add to the list and
occurs this error until the list is complete.
Some part is missing or corrupt. I don't know what.

Regards,

Joop.


"Tony" <co.uk> wrote in message news:<supernews.com>... 

Create Privileges

Posted: 09 Feb 2004 09:48 PM PST

This would be done by restricting either Append To or Append security
(check help for which one, I always get them confused myself). One
contols what items you could append the oppy to.

Matt

On Tue, 10 Feb 2004 06:48:51 +0100, "Ivica Zubèiæ"
<hr> wrote:

Hi,

1. What means when salesperson have Create privileges for Oportunity
class
objects
on User base level.

2. How set up security to allow user to create Oportunity only with
objects
(Potential Customer) that she is owner.

Thanks in advance

Creating User Issue

Posted: 09 Feb 2004 04:04 PM PST

Dan,

I'm not even sure how to get to that point. Any
assistance would be great. The CRM site on Microsoft's
support/knowledgebase seems to be extremly limited.

Steve
 
to 
interface. 
the 
click 
security 

Code not workin in licensed 1.2 version

Posted: 09 Feb 2004 02:25 PM PST

Update on this... after pulling my hair out I realized im running
framework 1.1 and 1.0 on this server and although I had allready made
the root web app where
the CRM application resides, I re-registered the 1.1 framework (using
aspnet_iisreg -s <path>) and that seemed to do the trick.. dont ask me
why I had to re register it...

instead of creating another post, can someone tell me now how with the
SDK you can retrieve the accountid for an account? it seems the
crmaccount.Retrieve method for the account object is not the way to go
b/c it requires an accountid as part of the method!

how do you get the accountid for an account using this method if you
dont know the id in the first place!
any ideas appreciated.



"GreaterThanTwo Media" <com> wrote in message news:<#phx.gbl>... 

Quickest method to wipe data?

Posted: 09 Feb 2004 10:48 AM PST

Great Info! Thanks for the feedback!

Britt Landrum

"Pierre Hulsebus" <com> wrote in message
news:phx.gbl... 
the 
I 
deletion. 

Microsoft.CRM.Proxy.ObjectType and Microsoft.CRM.Flags.ObjectType

Posted: 09 Feb 2004 09:23 AM PST

Hi Jiho, I don't know if it's published anywhere, but every MS support rep
I've ever talked to is well aware of it. I wrote a conversion function for
it as well. We shouldn't have to do such simple things to make it work.

FYI, there are other enums in the SOAP API that are wrong as well (like
activity party codes).

Mike


"Jiho Han" <com> wrote in message
news:uwZ%23$O%phx.gbl... 
object 
a