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Microsoft CRM - Log on with credentials

Microsoft CRM - Log on with credentials

Log on with credentials

Posted: 02 Apr 2004 08:49 AM PST

That is EXACTLY what I needed

Thanks !!


"Andrea Worley" <com> wrote in message
news:com... 
Internet Explorer, go to Tools | Internet Options, security tab, select
Local Intranet, then the Custom Level Button. Scroll to the bottom of the
screen and check 'Prompt for user name and password'. Then everytime you
open CRM in the broswer you can log in as someone different. 
error. 

Is there a way to build an account from an existing Outlook 2003/Exchange 2003 Contact?

Posted: 02 Apr 2004 08:22 AM PST

I installed the migration framework, but I have not tried to use it. I just
have a hundred or so accounts to create, and I guess I can just cut and
paste data between existing contacts and the Account form. I just want to
make sure there was not something simple in the box to do this.

Bill Walter

"net" <microsoft.com> wrote in message
news:12faa01c418e3$9ca68ca0$gbl... 

Sales for Outlook ...does it work on 2003 Office?

Posted: 02 Apr 2004 06:59 AM PST

Certainly v1.2 of Sales for Outlook works with Microsoft
Office Outlook 2003. 

Attaching activities to leads

Posted: 02 Apr 2004 03:08 AM PST

Thanks Matt,

I do have a professional license.
I'm on my way to follow your directions.
Gracias. (;-D)

 
accomplish this would be via 
activity could have been 
either need to delete & 
facility to do something 
<microsoft.com> 

MSCRM Outlook Client + c360/ISV

Posted: 02 Apr 2004 02:11 AM PST

Mary,

All our tools (and all ISV solutions for that matter) work in the Outlook
client in ONLINE mode only. When users go offline, Microsoft CRM does not
hide the links which may lead users to believe that they can use these tools
but it fails when they click on the links because CRM is attempting to
connect to your web server.

To enable SearchPac in the Oulook client: take a look at section 7 on pages
8 and 9 of the installation guide. Also, the SearchPac ZIP file contains a
sample configuration file that you can simply save in the _resources folder
on your CRM server to enable this.

-Jeremie Desautels
c360 Solutions


"Mary" <microsoft.com> wrote in message
news:com... 
client (either on or offline)? 
Accounts), using custom tables sitting outside of the MSCRM DB but within
SQL Server (& our own aspx pages etc). We have been successful on the web
client, but I'm looking for a rough idea about how complex it would be to
implement on the Outlook client Offline. 
however I'm not so sure about the aspx pages would work - does it require a
great deal of extra configuration? Is it even possible? 

IE Browser Problems

Posted: 01 Apr 2004 09:32 PM PST

I have also had this problem except on a clean install. I am testing it for use for some customers, and have one server and one workstation. When I try to browse to the user interface sometimes I get there and sometimes I don't. Once there I can't access all of the tabs..
Brad

Outlook Plugin does not work

Posted: 01 Apr 2004 06:17 PM PST

You need to remove the MSDE install and the registry keys that are created for
MSCRM.

Matt Parks

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On Thu, 1 Apr 2004 18:43:49 -0800, "Joshua"
<microsoft.com> wrote:

Found my problem kind of, I had originally installed it
under another profile. I backed out of that install but
still can't get it to function. Any idea how to
completely remove from a certain profile so I can install
to another?

Joshua
 

Dates in Workflow

Posted: 01 Apr 2004 04:21 PM PST

Hi Cindy,

Actually It's one problem from Ms.CRM that it can't handle date in workflow
if you use it as is. FYI, Your problem is almost the same with me but now, I
already can handle it. I want to send email to each contact who got birthday
today.
First, you have to add boolean field in contact
Second, create Workflow that use that field. If that field True create your
action (Use Manual Event), don't forget to update that field into false
after it
Third, create console app. that can execute that workflow by using CRM SDK
1.2
Forth, create a job in SQL, give True value in that field if today is their
birthday and run your console app.
And then schedule it to run everyday.

If the other reader have another solution, please tell me it.

Good luck,
Frans Cahyadi, MCSD, MCDBA, MCAD.NET
Technology and Solution Support Manager
Puspa Intimedia Internusa, PT

"Cindy Mikeworth" <com> wrote in message
news:supernews.com... 

CRM Minimum Specs

Posted: 01 Apr 2004 10:21 AM PST

Thanks Matt, I did search the IG for 'exchange' and 2000 and the only thing
that came up was the Outlook 2000 which I thought was odd. I printed the
entire IG yesterday afternoon and started reading and came across it a
couple hours later..

Damn Adobe blows heh

E-Mail Exchange Router

Posted: 01 Apr 2004 08:06 AM PST

Am I reading this correctly? You sending an email from a CRM user using Outlook
Express and you want it to get captured in CRM? This is not supported. If you
want the outbound email to be put into CRM, it needs to originate in CRM.

Matt Parks

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----------------------------------------
On 1 Apr 2004 08:06:59 -0800, com.uy (Luis Azevedo) wrote:

I've installed the CRM/Exchange E/Mail Router and I'm trying to
capture outgoing e/mails from CRM users of my domain to external
contacts (created in CRM) using Outlook Express. I haven't had any
positive results so far. I wonder if I have to configure additionals
features in exchange.

Comparison Table

Posted: 01 Apr 2004 07:22 AM PST

MS CRM claims to do some of Saleslogix and Accpac/et al.
I am living on this newsgroup wondering if I can use CRM internally to run
my shop.

If MS CRM 1.2 could do 50% of the more mature CRM's, I would implement it in
a second.

MS CRM 1.2 looks good (especially compared to 1.0), but.... who is using it
in production?
Where are the success stories?

Lots of potential, but maybe it is like Access 1.0.
Access 2.0 was the killer app when it took off.





-Bill



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

Cassini server

Posted: 01 Apr 2004 06:50 AM PST

com wrote: 

Hello Rajesh,

just take care that your pages are located in the local crm-webfolder.

Otherwise it could be a little bit tricky.

--
Jürgen Beck
MCSD.NET, MCDBA, MCSE, MCT, MVP
MCP CRM Application/Installation/Customization
www.Juergen-Beck.de

Fiscal year screwup

Posted: 01 Apr 2004 04:20 AM PST

HI Dave,

that would be great. I have raised a call, but as yet
haven't had a response.

If you dig them up, drop me a line at the email address
above

Question, were they CRM 1.0, or 1.2

Baz
 
group