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Microsoft CRM - Menu GoTo->Sales trouble

Microsoft CRM - Menu GoTo->Sales trouble

Menu GoTo->Sales trouble

Posted: 27 Feb 2004 05:35 AM PST

Thanks a lot!
This is my first experience with MBS products and I think they should
rewrite their Tutorial.

"Jim Scavuzzo" <com> ÓÏÏÂÝÉÌ/ÓÏÏÂÝÉÌÁ × ÎÏ×ÏÓÔÑÈ
ÓÌÅÄÕÀÝÅÅ: news:%23CfiJtU$phx.gbl... 
checked 
all 

Pointing the Sales for Outlook Client at different MSCRM servers

Posted: 26 Feb 2004 05:04 PM PST

There *are* some registry settings, but I never tried playing with them....
look at HKLM\Software\Microsoft\MSCRM - there were two entries that pointed
to our CRM server. I would imagine you might be able to change it to point
to another CRM server, but the other guy is right - you probably will have
some funky "issues" relating to the MSDE replication... but you might also
be able to setup the publication on the other CRM server to publish to your
local MSDE.... who knows.

"mark" <com.au> wrote in message
news:032e01c3fccd$99194050$gbl... 

SDK error -> HTTP status 401: unauthorized.source:System.web services

Posted: 26 Feb 2004 03:27 PM PST

John, you have the same problem as N8. You need to disable anonymous access
on your website or virtual directory in IIS.

Mike
greaterthantwo media
Printable Quotes, Orders and Invoices, with line-item details, now available
for MSCRM.
http://www.greaterthantwo.com


"John O'Donnell" <com-nospam> wrote in
message news:eN%23l3UO$phx.gbl... 
IIS 
You 

One way sync

Posted: 26 Feb 2004 03:24 PM PST

When I go offline I see a quick message in the sync box
about invalid object name msdb distpublisher - it goes by
real quick. No syncing to oulook.

 
Outlook unless the 
this time 
doesn't 

1.2 Integration Release

Posted: 26 Feb 2004 07:29 AM PST

fyi...

The version that ships with v1.2 is Integration v1.0...

v1.2 of Integration is not available yet


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

 
integration -- it is one of 
include it. 
wrote in message 
All I hear is 

automatic tax calculation

Posted: 26 Feb 2004 07:03 AM PST

Martin,

The most reliable solution to this is to use a Post-callout. They're
not the easiest to get setup, but they are the most reliable for this
type of processing.

Another option would be to hack the Javascript on the form, but this
would be unsupported and might not get you what you want.

Matt

On Thu, 26 Feb 2004 17:37:48 +0100, "Martin Bübl"
<de> wrote:

ok, sorry, I think I got you wrong... I don't think you can solve this
with
a workflow. It would be possible if the workflow could monitor a field
change... but this is (at least in the current CRM version) not
supported.

Martin
<microsoft.com> schrieb im Newsbeitrag
news:251601c3fc80$cce4dc70$gbl... 

Migrating Sales Logic ---> MS CRM

Posted: 26 Feb 2004 05:39 AM PST


Ok,
but what would be the best practice right now for migrating
from Sales Logics? To CRM.....

"Tony Nguyen" <microsoft.com> wrote in message
news:27cc01c3fc8a$ef47c390$gbl... 

CRM 1.2 Install, Windows 2003 and Security Service

Posted: 26 Feb 2004 04:35 AM PST

Hi Brian,

that service actually comes with the CRM setup, so it's strange you receive
that message during the installation.

The need for unregistering this service indicates that it is already
present on your machine, maybe from an older, failed CRM setup.
You can try to unregister that service before starting the setup.

If this does not resolve the issue, further troubleshooting would require
analysis of setup logs and event logs which should not be done throgh a
newsgroup. In this case, please contact support, open a new incident and
reference this post.

Regards

Lutz

Crystal Error when not logged in as Administrator

Posted: 26 Feb 2004 01:43 AM PST

Hi Benjamin,

All services are running fine. At least, there seems to be no error, they have all the green arrow symbol.
Also, after restarting all services, there is no change in behaviour.

Something else is strange: Administrator (with security role "System Administrator") can run the reports views from another machine than the CRM server only when the reports view was run once after restart on the crm machine.

After navigating to the Reports view once on the server, Administrator can see the reports from any server. Before, he gets the same error as the other users.

Greetings, Martin



"Benjamin Lecoq" <microsoft.com> schrieb im Newsbeitrag news:%23KpZcjF$phx.gbl...
Hi Martin,

Could you check the following? and tell me what occurs?

1. On the Microsoft CRM server open the Crystal Configuration Manager by navigating to Start | Programs | Crystal Enterprise | Crystal Configuration Manager.

2. Make sure all 8 services are running. If they are running click on the Enable/Disable Servers button in the menu bar of the Crystal Configuration Manger.

Regards
Benjamin Lecoq [MSFT]

"Martin Bübl" <de> wrote in message news:c1kf4o$1j7or3$news.uni-berlin.de...
Hi,
I have the problem that I can't display Crystal Reports in CRM 1.2 when NOT logged in as someone who has the "System Administrator" Role. Whenever I am logged in als a normal user, I get the "check if you have enough Crystal Licenses" error when opening a report list view (e.g. the Account Reports view).

How can I fix this?

Kind Regards,

Martin

Activity view customisation

Posted: 25 Feb 2004 11:56 PM PST

Hi Paul, try:
http://crm/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001903}

(crm should be your root crm url)

This will work for the standard activities view. You can't customize the
homepage view without modifying the crmToday.aspx page. We've done this
before and can help you with it. Email me if you need additional info.

Mike

greaterthantwo media
Printable Quotes, Orders and Invoices, with line-item details, now available
for MSCRM.
http://www.greaterthantwo.com


"Paul" <ch> wrote in message
news:%23ThmV4D$phx.gbl... 

CRM 1.2 Crystal Reports

Posted: 25 Feb 2004 02:40 PM PST

Chris,

If you want to modify and/or create reports, you need to purchase a
version of the Crystal designer. The Enhancement CD you get with CRM
installs on top of the full Crystal product.

Matt

On Thu, 26 Feb 2004 08:42:14 -0700, "Chris Nieboer"
<com> wrote:

Dumb Question - What do you mean by "Access Key" does this come with
CRM or
do I need to purchase Crystal?

THanks

Chris


"John O'Donnell" <com-nospam> wrote in
message news:u8TihZC$phx.gbl... 
comes 
to 
to 

Report Session Expired Error

Posted: 25 Feb 2004 12:51 PM PST


I only have a handful of records in the database and it
happens on every report.

Any thoughts???
 
message 
Now 
page 
Report 

Sales for Outlook views return "Cannot find server or DNS Error"

Posted: 25 Feb 2004 12:19 PM PST

I know I saw a thread from a while ago of someone else experiencing this -
anyone know of what to do? When I right-click, choose Properties, and go to
the Home Page tab, I see the URL as something like this:

http://localhost:2525/stage.aspx?page=Home&area=nav_home

When I telnet to localhost 2525, I get no response.

I checked in the registry under HKLM\Software\Microsoft\MSCRM, and saw that
the DWORD entry CassiniPort (value 2525) exists now, and I also checked it
after installing (it was also there).

Any ideas?

SBS 2000 to SBS 2003 side by side migration including CRM ?

Posted: 25 Feb 2004 11:12 AM PST

Gary,

Glad to hear you got at least part of the answer. Here's what I'd
recommend though since CRM can be pretty finicky and I am extremely
cautious when it comes to things like this.

1) Make sure you have complete backups of everything. (I know that
sounds obvious, but it's critical here).

2) If you aren't already on MSCRM v1.2, the upgrade to that and make
sure everything is working on the old server before moving on. Then,
repeat your backups. You need to upgrade CRM since v1.0 won't work
properly on SBS2003.

At this point, I think you have a few options for how to proceed. I'm
not sure which one would be best, so I'll outline both options. The
key to this is I'm not sure how well the SBS side-by-side migration
will hande MSCRM. I'm guessing that it won't actually migrate CRM and
the you will need to re-install CRM after the migration. With
SBS2003, this may actually be a better option since it doesn't get
installed on the base web site like it did with SBS2000.

Option 1)
3) Uninstall MSCRM from SBS. Make sure you only uninstall the
software and do not drop the DP's or remove the Org Units from AD.
4) Do the SBS migration and verify it's working.
5) Install MSCRM on SBS making sure you shoose to use the existing
databases on the SBS server.

This will allow you to put MSCRM on a secondary web site as the IG
instructs. Depending on how the migration works, you may not need to
uninstall MSCRM in step 3. I just think it makes it cleaner and it
will allow SBS to do it's thing seperate from MSCRM.

Option 2)
3) Do the SBS migration.
4) Verify that MSCRM is working properly.

This option seems like it would be the easiest, but I don't know if
I'd trust it. Especially with the differences in how MSCRM supports
SBS2000 and SBS2003.

Now, of course, if MBS comes back with something different, you might
want to go that route. I'm just laying out how I'd approach it in the
absence of an MBS supported procedure.

Matt

On Thu, 26 Feb 2004 09:02:30 -0500, "Gary Gauvin"
<com> wrote:

Hi Matt,
I got my answer (took two calls and counting), sort of. The SBS folks
are
saying it should work fine because the old SID is saved as a parameter
on
the new AD account created during the side by side migration, but I'm
still
trying to get back with MBS support to finish this up and get the
final
word. Left hand meet the Right Hand......
Thanks,
Gary

"Matt Parks" <com> wrote in message
news:com... 

CRM 1.2 How do you install sample data

Posted: 25 Feb 2004 08:21 AM PST

When you enter the company info -- you have to enter the sample company name
rather than your registered company name. I was disappointed to discover
that it is not possible to run the sample data alongside a production set of
data -- it's an either-or situation. They would require two separate
installations and CRM Servers.

"dicklexick" <com> wrote in message
news:147501c3fbbb$791e9790$gbl... 

Stoopid! Changed everyone's company from MSDN Subscriber now no licenses!

Posted: 25 Feb 2004 06:39 AM PST

How'd you make the change in the first place? Can you just reverse
what you did?

On Thu, 26 Feb 2004 13:45:31 -0000, "Hany Mustapha"
<ByTheTesticles.EWSMail.com>
wrote:

Because I'm stoopid! But how do I reverse it?

Hany

"John O'Donnell" <com-nospam> wrote in
message news:u57p6fC$phx.gbl... 
in 
subscriber 
not