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Microsoft CRM - Microsoft CRM e-mail integraition

Microsoft CRM - Microsoft CRM e-mail integraition

Microsoft CRM e-mail integraition

Posted: 23 Feb 2004 03:17 PM PST

This is exactly what we're trying to do....and the same concept with a sales request, create a lead or opportunity. I'm amazed the nobody else has had this need

Leon

Web to Lead or Web to Case

Posted: 23 Feb 2004 02:56 PM PST

If you want this all to happen automatically (rather than an email arriving
in a support queue and being manually assigned to someone)...

Microsoft Exchange server has events that can be attached to whenever an
email arrives. We once used it to receive EDI documents attached to emails,
and automatically submit them to BizTalk messaging. You could do the same
kind of thing for CRM using the CRM SDK. Your component that creates the
lead/case would need to run as a CRM user with enough permissions. If you
have a professional license for MSCRM, you would have received an additional
integration license (used for the BizTalk/GP integration), that you could
use for your component as well.

Mike


"Leon Thomas" <lthomas at jelecos.com> wrote in message
news:com... 
create cases/leads based on an email. For example, lets say we have a
mailbox called com - if a request comes into that mailbox,
i'd like it to automatically create a case and enter the queue for the next
available support technician. or, have a mailbox called com
and have a lead automatically generated. 
are able to get the email messages into the crm system, but, since i can't
do workflow on an email message, i can't create the case and fire off the
workflow. Any thoughts? 

Customer-Facing Portal

Posted: 23 Feb 2004 02:56 PM PST

We have a customer facing portal for Microsoft CRM.

http://www.dynamicmethods.net/products/serviceportal.ht
http://www.dynamicmethods.net/images/crm_factsheet_serviceportal.pd

Service Portal provides Customers, Partners, and other external users a password protected web interface to initiate, view and update Service Cases in Microsoft CRM. Microsoft CRM users can make changes and add notes to Service Cases in Microsoft CRM that are viewable to users in the Service Portal. Service Portal is sold as a company site license.

Please contact me directly for more information

John Mood
949.369.9093

Install Question

Posted: 23 Feb 2004 09:56 AM PST

Read the implementation guide on the documentation CD. For now this is
considered the definitive source for CRM installs. Version 1.2 has improved
quite a bit over version 1

If you have any questions on doing the install send them to this group


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

PDA Sync

Posted: 23 Feb 2004 09:07 AM PST

We have a solution for PDAs, but it does not have an offline database that syncs.

Mobile Portal for Microsoft CRM runs on Pocket PC, Smartphone, Palm and Blackberry devices. It is live information when connected to the CRM database. Disconnected you can view recently viewed information as cached information in the device browser (usually a few days to a few weeks depending on device cache memory size). Mobile Portal is currently priced at $199 per user which includes 1st year maintenance of 18%. It can be purchased through an authorized partner or directly from Dynamic Methods. www.dynamicmethods.ne

http://www.dynamicmethods.net/mobileportal
http://www.dynamicmethods.net/images/crm_factsheet_mobileportal.pd

Please contact me directly with other questions

John Mood
949.369.9093

Questions about the CRM Sales for Outlook

Posted: 23 Feb 2004 06:09 AM PST

Good solution John, and in fact, disabling replication (dropping the merge
publications) seems to help with performance of the entire CRM system (look
in SQLProfiler to see how much noise replication generates). You can always
re-enable it later if you need it (there is a tech article on this).

The "Go Offline" option will still appear in the Outlook client, but the
user will get an error about not finding the publication if they try to go
offline. They will continue to be able to work in Online mode in Outlook.

Mike


"John O'Donnell" <com-nospam> wrote in
message news:OK9TnRl%phx.gbl... 

MSCRMDeletionService Error

Posted: 22 Feb 2004 08:29 PM PST

Dave

there is a software fix available from MBS for this.

contant support at mbs.microsoft.com and see if you can log a single
incident. As you are trying to get a fix for a bug they should not charge
you.


"Dave Rounds" <microsoft.com> wrote in message
news:140f001c3f9c5$977fe240$gbl... 

SDK Date Formats

Posted: 22 Feb 2004 08:03 PM PST

DateTime myDate = DateTime.Now();

string sCrmDateFormat = myDate.ToString("s");

Mike


"Chris Ericoli" <com.au> wrote in message
news:uAZXkHc%phx.gbl... 
format 

Dynamically fill a picklist

Posted: 22 Feb 2004 02:26 PM PST

Hi Matt, no problem. FYI, the CRM ComProxy works online and offline in
Outlook, but may be dropped in future versions. Email me if you need more
info.

Mike


"Matt" <co.nzplznospam> wrote in message
news:%237Pt3Vm%phx.gbl... 
to 
with 
I 
till 
populate 
help 
play 
record. 
Don't 

CRM Licensing

Posted: 21 Feb 2004 02:04 AM PST

So in fact I can add licenses in standards form.

I have 18 licenses of Customer Service Professional, and therefore I can add
Sales Standard licenses.As long as I don't want users to have both at the
same time, which is fine.

Having Professional CS workflow, does this mean I can create workflow for
the Sales Standard too?

If this is the case why wasn't I told I only needed one Professional license
and the rest can be Standard?

Thanks for your input.

Paul

"John Gravely" <com> wrote in message
news:#VGxbJJ#phx.gbl... 
For 
sales 
we 
contact 
company 

Can I send Direct Mail with an Attachment?

Posted: 21 Feb 2004 01:59 AM PST

Paul-
You might take a look at a product called OmniRush. (www.omnirush.com)
It installs on a separate server, and can process mass mailings from many
different data sources.

What makes this product different than many other mass-mailing tools is its
ability to put history records back into CRM for mailings that are complete.
Hope this helps.
BC

"Paul" <ch> wrote in message
news:eaMMpej%phx.gbl... 
web 
Banks 
our 
mail... 
and 
told 
when 
can 

email router setup 2

Posted: 20 Feb 2004 02:42 PM PST

Yes, I am the Domain Admin

How do I check the IE settings for the DA? What am I
looking for?

Thanks,
Alan

 
admin or a 
Domain Admin. 
sure that it is 
or 
browse 
IG 

Product Comparison Table

Posted: 20 Feb 2004 01:20 PM PST

Hi Shauna, MSCRM was released at the same time in Canada and the US. I'm in
Canada, and we've been working with it for well over a year. Unfortunately
I'm not involved in the Sales end of MSCRM (we do customizations for
companies that own CRM, and for companies that sell it), so I can't give you
much help there.

You might want to try talking to Joe Horvath at iFusion CRM
(http://www.ifusioncrm.com)...I think they're the top MSCRM partner in
Canada, they have many MSCRM customers, and many of their staff have worked
for other CRM companies in the past, so they're quite knowledgable in terms
of product comparison.

Mike


"Shauna" <microsoft.com> wrote in message
news:153fb01c3fa31$3e1215e0$gbl... 

email router setup

Posted: 20 Feb 2004 12:30 PM PST

Your responses are comming in like this. I can't see what
you wrote.

 

Opportunity.RetrieveByObject not working??

Posted: 20 Feb 2004 07:36 AM PST

Hi Mike
Yes I'm sure I'm specifying the correct object ID and Type. I can retrive
the account id by retriving the opportunity using the Retrieve function but
when I try RetrieveByObject using the exact same account id I get nothing
!!!

Here is a code example I´m debuging, trying to figure this out. The {88C..
guid is the Opportunity I'm expecting to retrive from the RetrieveByObject
function. the {443... is the guid of the Account to whom the opportuniy
belongs to and I'm sucessfully retrieving out of the Retrieve function.

string strColumnSetXml = "<columnset>";

strColumnSetXml += "<column>opportunityid</column>";

strColumnSetXml += "<column>name</column>";

strColumnSetXml += "<column>accountid</column>";

strColumnSetXml += "</columnset>";

string strRetrOp =
opportunity.Retrieve(AuthenticateUser(),"{88C27AFB-9D9A-4891-BFFC-D40B9CBB1A
96}", strColumnSetXml);

Microsoft.CRM.Proxy.CObjectName objName = new
Microsoft.CRM.Proxy.CObjectName();

objName.Id = "{4431DC50-42D5-484F-80D0-0DB1D7A78126}";

objName.Type = Microsoft.CRM.Proxy.ObjectType.otAccount;

// Retrieve the opportunities that are associated with the account

string strRetByOb = opportunity.RetrieveByObject(AuthenticateUser(),
objName, strColumnSetXml);



See anything abnormal or any ideas??

Arni Thor





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

It is possible to create a new schema field with the type lookup ??

Posted: 20 Feb 2004 05:55 AM PST

Agreed!!

Rather than use picklists I would like to be able to add a lookup field
which lets me pick a value from the subject database




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

Error Searching in CRM Knowledge Base

Posted: 20 Feb 2004 05:06 AM PST

These are most likely related. Do you have the Indexing service
enabled?

Check you SQL job for the full text update refresh and view the
history to find out why this job is failing. Once you get that fixed,
try the search again.

Matt

On Mon, 23 Feb 2004 11:29:01 +0100, "Gabriel Pinto" <com>
wrote:

In App Event log:

"SQL Server Scheduled Job 'Start_Incremental on
Adventure_Works_Cycle_MSCRM..ftcat_documentindex.[7.5]'
(0xC46CDB3791C4BB48A975DCD72FDB028B) - Status Error - Invoked on:
2004-02-23
11:00 - Message: Work failed.The work was invoked by Programming 1
(Indexed
Document Title Schedule). Last step executed (Full-Text Indexing)"

Is the only related thing I can see.

Thanks Mike.




"GreaterThanTwo Media" <com> escribió en el
mensaje news:phx.gbl... 
Error 

crystal login problem

Posted: 20 Feb 2004 12:44 AM PST

Hi John,

thanks for replying, I already check in my server all crystal services
are running and started automatically.

I am suspecting:

when log in to clients there is a window error:Virtual PC Folder Sharing
Drive Mapper encounter a problem and need to close

also check in server IIS for folder Public and folder Exchange there is icon
error

any ideas?



Thanks and Regards,

Susanto
Technosoft Consulting


"John O'Donnell" <com-nospam> wrote in
message news:eQUJ4QK#phx.gbl... 
APS 

Add Data Base foreign key

Posted: 19 Feb 2004 05:27 PM PST

Hi Chey, just add the appropriate index to the object's table in the MSCRM
database.

Note, you may need to disable replication to add the index. You can then
re-enable replication by running the p_CRMReplicationSetup script with the
proper parameters for your install.

Mike


"Chey Zaga" <com> wrote in message
news:phx.gbl... 

Blew up company website by wrong crm install

Posted: 19 Feb 2004 04:41 PM PST

Thanks Brandon!!!
I'll give this a shot asap!

 
may not be easy. 
deleted or just the web 
c:\inetpub directory . . 
likely missing. 
stuff (or other SBS 
directories from Inetpub. 
uninstall and 
you get to server 
the "Intranet" portion. Once 
install the 
work for me. 
need, but a few of 
ISAPI filter. At 
walk me through the 
problem that did not 
reinstall. 
what my virtual 
directly (remove no spam) 

I locked my self out of CRM - Help

Posted: 19 Feb 2004 03:51 PM PST

As it turned out the CEO role had permisions to change user roles. I
did not know this was possible but I logged on as a user with the ceo
role and gave my sysadmin user his permissons back.

Also - I think the instructions below should work also from what I saw
in the tables.


On Fri, 20 Feb 2004 04:09:45 -0800, "Monky" <com>
wrote:
 

possible bug in converting lead to opp

Posted: 19 Feb 2004 02:36 PM PST

Yes, it won't let you save and close, but it will let you close without
saving. I'd call it a bug in the form onunload event.

If you can't live with it, you might want to add a custom hook into the
Close() event in Form.crm.htc (not a supported mod though).

Mike


"N8" <co.nz> wrote in message
news:google.com... 

finding training classes on CRM

Posted: 19 Feb 2004 02:31 PM PST

I have done the e-courses. There are not bad. More valuable is the material
you get with them. But, even then, it does not get as advanced as you need
to be, but it was a good primer since I did them right at the beginning of
my CRM adventures. I would rank them as highly over priced for what you get
though.

Rick.

"Andrea Worley" <com> wrote in message
news:com... 
Microsoft CRM? I've searched around and I can only find one place in Canada
that does it. Anybody know of any other classes? Has anybody taking the
eclasses offered by Microsoft? I'd appreciate any feedback. Thanks!