Pages

Search

Microsoft CRM - Those who created a Standalone box - did it contain Crystal Developer?

Microsoft CRM - Those who created a Standalone box - did it contain Crystal Developer?

Those who created a Standalone box - did it contain Crystal Developer?

Posted: 06 Apr 2004 02:45 PM PDT

Gary,

I responded to your first post on this topic earlier today. The wanswer is
still the same: Installing the Crystl desinger on the CRM server can
potentially break the CRM Reporting configuration. You could always try running
a client session with Virtual PC to do the report mods though.

Matt Parks

----------------------------------------
----------------------------------------
On Tue, 6 Apr 2004 17:45:36 -0400, "music_gator" <com>
wrote:

Hi,

I see many of you through the posts have created standalone CRM boxes for
demoing, etc that included AD, Exchange, CRM and the DB. I have done the
same and although slow at times, it certainly does work just using a Windows
2000 Server on a laptop. My question is, I know want to add Crystal Reports
and the Crystal Enhancement in order to create and modify a couple reports.
The manual says you should not install Crystal Reports and the enhancement
on the same box as your CRM server but we all know that some things are
written as 'recommendations' and some are written as 'you really better
not'.

Anybody try this?

Thanks in advance - Gary

Question regarding CRM & SBS

Posted: 06 Apr 2004 12:35 PM PDT

Just for clarifification, creating a user account instead
will solve this problem, right?
Thank!
 
security rights and so 
all to be localsystem. 
you are using and 

IE Closes

Posted: 06 Apr 2004 12:19 PM PDT

Yes. I'm sure we have all encountered this issue by now. I
found that on one box I had to adjust the Internet Options
under the Tools menu to get it to work though. I'm not
sure exactly what I did but try to think logically about
the types of access this web application requires.

A

 
<net> 
works fine. If I 
which I do, and then 

MS CRM and 3rd Party Integration

Posted: 06 Apr 2004 12:07 PM PDT

Matt,

Thanks for the clarification Matt! :)

But you think i can use the "callouts" and dont use MSMQ?
I heard within callouts, i can create an integration using this. on Post
event, i can call the "callout" that calls the 3rd party application to do
additional validation like updating a certain field.

When i use callout on POST-event, does it go and send a msg to MSMQ? Can i
eliminate the MSMQ process, and do what i have to do to call my 3rd party
application from hte POST event callout?

CRM to CRM transfer using DTS and DMF

Posted: 06 Apr 2004 11:31 AM PDT

Okay I have gotten past importing the data into the cdf database. Now I am attempting to do a test and I am getting the following error which I cannot figure out. I don't know what parent cannot be empty. The Parent ID is there and not null

4/6/2004 - 6:40:44 PM -- Processing entity: CustomerAddres
4/6/2004 - 6:40:44 PM -- Entering Correlat
4/6/2004 - 6:40:44 PM -- Starting migration phas
4/6/2004 - 6:40:44 PM -- Test Batch Count = 1
4/6/2004 - 6:40:44 PM -- Creating objec
4/6/2004 - 6:40:44 PM -- [ERROR] Failed to migrate object: <description>Required field missing.</description><details>CCustomerAddress::CheckParent Access: parent cannot be empty</details><file>d:\crm\build\3297\src\platform\inclu de\om\CRM\CustomerAddress.inl</file><line>324</line
4/6/2004 - 6:40:44 PM -- <customeraddress><addressnumber>1</addressnumber><city>Atlanta </city><country>USA</country><line1>3 Main Street SE</line1><objecttypecode>2</objecttypecode><postalcode>30082-3651</postalcode><stateorprovince>GA</stateorprovince></customeraddress
4/6/2004 - 6:40:44 PM -- Recording migration statu

Any suggestions on how to get by this error

Thanks

Jason

Hide tab or sections

Posted: 06 Apr 2004 04:37 AM PDT

actually you can, but its unsupported,..........I did something similar and
the code was horrible (but worked), and after 1.2, it got erased (didn't
want it anymore).

-Gary

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

strange bug -> data not stored in SQL Server but it is in MSCRM app!!!

Posted: 05 Apr 2004 10:04 PM PDT

Thanks Gary,

will do that, however, it happens to the same with boolean fields and you
cannot choose null as the default values as null!

yes, anyone know the workaround for boolean?

Cheers...

Nathan


"Gary" <NOSPAM.com> wrote in message
news:OLgf82$phx.gbl... 
(ie 
the 

Extremely Large DB Files

Posted: 05 Apr 2004 07:44 PM PDT

Steve,

It is odd that the log on the Metabase DB should be so large. It is common to
see this on the actual CRM DB though.

You can recover the space though fairly easily. Easiest way to shrink the log
is as follows::

- Go into Enterprise Manager
- Pull up the properties on the Metabase DB
- Change recovery mode to Simple
- Close property page
- Shink the log file
- Right click DB name
- All tasks
- Shrink database
- Click on Files
- Selec the log file from the drop down
- Choose the "Shrink file to" option
- Pull up the DB propoerties again
- Set recovery mode back to Full

This should give you back some space on your hard drive.

Once you've done this, make sure to perform FULL backups of the database. Then,
you need to ensure that you are performing log backups on a regular basis. This
will prevent the log from growing out of control like this.

If this is purely a demo/dev environment, you could keep the recovery mode at
Simple, which will truncate the log after every transaction.

Matt Parks

----------------------------------------
----------------------------------------
On Mon, 5 Apr 2004 18:44:23 -0800, "IntraRELY" <com> wrote:

Check out the files sizes for an MSCRM deployment I have with only about
5,000 records(all types). The METABASE needs the tran log backup, however,
the MSCRMDistribution is huge. Why is it so big and how can I reduce the
size???

_MSCRM.MDF - 41.00 MB
_METABASE_log.LDF - 3.86 GB
_MSCRMDistribution_data.MDF - 2.49 GB

TIA,

Steve

GoldMine Link Docs

Posted: 05 Apr 2004 02:05 PM PDT

Well, the code is not available. It will require someone
with knowledge of .Net, Borland(Goldmine's backend) and MS
CRM.
 
Framework 
conversion 

install crm1.2 and everythin on one machine

Posted: 05 Apr 2004 01:27 PM PDT

Installing the Crystal client on the CRM Server is not supported. It will
potentially break the Crystal configuraion on the server.

Matt Parks

----------------------------------------
----------------------------------------
On Mon, 5 Apr 2004 16:29:53 -0400, "music_gator" <com>
wrote:

Gil

Did you install the Crystal client on the same box? I also have a demo
machine set up and all seems to be working. The next step I'd like to do is
install Crystal and be able to modify reports. The doc says you should not
install Crystal Reports Designer on the same box as the CRM server but
wondering if it really should not be done.

Thanks in advance
Gary

"Gill Walker" <microsoft.com> wrote in message
news:11a5601c41716$df224160$gbl... 

Auto-Fill Call Activity phone number

Posted: 05 Apr 2004 12:07 PM PDT


I figured it out. For those who are curious, I'm using
the InternetExplorer object and this code will autofill
the Phone Number if you put it in the
InternetExplorer_DocumentComplete section.

InternetExplorer.Document.All("location").Value =
sPhoneNumber

This method should work for every field in every CRM form.

- Owen
 
within 
you 
the 
Phone 
it 

URGENT HELP!! OUs Deleted

Posted: 05 Apr 2004 09:21 AM PDT

That won't work since it queries AD for the org units and everything. Since all the OUs with the groups and accounts for CRM were deleted CRM wouldn't work. I am attempting to use DMF now to reimport the data to a new install of CRM.

CRM - Exchange router install

Posted: 05 Apr 2004 08:03 AM PDT

Scott,

You can install on the default website. The isntall will create a new directory
for the CRM router under that. If you have SSL enabled, you will then need to
disable encryption for that directory.

This will not interfere with the OWA functionality in anyway.

Matt Parks

----------------------------------------
----------------------------------------
On Mon, 5 Apr 2004 08:42:16 -0700, "Scott" <microsoft.com>
wrote:

Did you install into the default website in IIS or did
you create an New Website before adjusting security
settings? 
before 
my 
so 

SQL Server Name error

Posted: 05 Apr 2004 07:47 AM PDT

It could be related. One downside to the tight integration between CRM and the
other components is that is is extremely sensitive if things are not installed
"cleanly". It's odd though that the web app is working fine and it's the DMF
install that's failing.

One thing you might try is to go into Deployment Manager and then into Server
Manager. Right click on the CRM server and select to modify the SQL
registration (not sure the exact name, but it's obvious). Use this the reset
the linkage to the SQL server. It might clear something up that go bypassed
previously.

Other than that, I don't know what else to recommend except starting over
(including re-installing SQL).

Matt Parks

----------------------------------------
----------------------------------------
On Tue, 6 Apr 2004 16:44:49 -0500, "Brian Mahloch" <com>
wrote:

Web app appears to be functioning the fine, no errors reported. Nothing
shows up in the event viewer other than "Installation of Data Migration
Framework Failed". That when I ran the /L* switch using MSIEXEC and found
the

"Setup cannot proceeed because it failed to get the SQL server name"

Error. I am completely stumped at this point. The only thing I can think
of is before I installed CRM the sql server's name was changed.

I ran the sp_dropserver and sp_addserver procedures to reflect the name
change but wasn't aware until after installation the old server name still
existed, along with the new.

I ran the dropserver proc again and now its gone. Don't know if that would
have an impact?

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

Getting the incident id

Posted: 05 Apr 2004 03:05 AM PDT

Hello,

Thanks for your replies.

I too want to use only the SDK methods, since it is a
better choice from a security point of view.

But as you suggested i cannot use the CRMIncident class
and the Retrieve method because, it takes the incident id
as an argument. My basic requirement is to get the
incident id based on the ticket number.

Is there any other feature in the SDK?

Regards,
Venkat
 
it is more efficient 
directly against the 
the SDK methods, you are 
that is built into the app 
logically deleted records). 
at the IncidentBase 
joins a lot of other 
need if you just want to 
<com> wrote: 

Changing Organization name

Posted: 05 Apr 2004 01:26 AM PDT

I would be careful trying to make a change like this. While you might be able
to do it, it is equally likely that you will screw up the install. Even worse,
you may not discover the problem until sometime down the road.

If you haven't put much data into the app, I'd recommend uninstalling, removing
the DB's & AD structure and then starting from scratch. At least then you know
it will be OK from the start.

Matt Parks

----------------------------------------
----------------------------------------
On Mon, 5 Apr 2004 02:55:51 -0700, "Richard D"
<microsoft.com> wrote:

Aaah yes and I have entered the same name with the
exception of a CAPS error on one letter,

i.e. microsoft instead of Microsoft.

Hence this is what I am looking to change to cosmetically
suffice. I assume this okay to do then as the license is
the same and doesn;t recognise the difference ... but I
guess what I am asking is where is the location in the
database in which I can change this and it will flow
through the application? And what about AD and the
database names?


Rick D.

 
organisation name as it appears when you receive your
licence key, this is because the license key is tied
directly to your organisation name. 
than what it specifies, the application will not install
successfully, and cannot be change after installation. 

window.parent.location.reload() fails.

Posted: 04 Apr 2004 11:55 PM PDT

Shouldn't the URL for the Outlook client be in format:
http://localhost:2525/SFA/accts/edit.htm?id=%7BC97E22F1-
198C-4A66-9986-FBB48C2AC1F4%7D ?

At least in our environment (v1.2) it is like that.
Both server and client use exactly the same code, the
only difference is in the config files.

isv.config => http://server/
OutlookClient => http://localhost:2525/

 
The webpage that I 
icon in the Nav 
the launch icon) 
appears inside the Account 
clicking ok, the 
so that the original 
be seen. I do it 
application.But when I run the 
above code fails. The 
window with code ? 
in the MSCRM 
9986-FBB48C2AC1F4} 
20CRM/Client/1033/Web/SFA/accts/edit.htm?id=%7BC97E22F1-
198C-4A66-9986-FBB48C2AC1F4%7D 
types ? Please help me if 
account window. 
calling web 
clicks ok to post. It 
my web page to be 
remove my webpage and 
launched from. 
calls MY web app pages. 
9986-FBB48C2AC1F4} 
the client which 
20CRM/Client/1033/Web/SFA/accts/edit.htm?id=%7BC97E22F1-
198C-4A66-9986-FBB48C2AC1F4%7D 
</script>") 
file:/// prefix in 
fail on this window ? 
with my question. 

Migrating from pilot to new CRM

Posted: 04 Apr 2004 11:53 PM PDT

But there is embedded security information in some of the binary fields that
wouldn't have been updated properly. Using the DMF would have updated these
fields to be in synch with the new installation. I'm not saying it can't be
done, only that it takes a lof of effort to get everything working properly.
Using the DMF eliminates the need for that effort.

It's not surprising that newly created records appear properly, as they were
created using the app and thus would have had the security info set properly.

Matt Parks

----------------------------------------
----------------------------------------
On Mon, 5 Apr 2004 16:44:14 -0700, "Chris" <microsoft.com>
wrote:


Matt,

Used the DMF to populate the new CRM database .. and only
had a few customisations to the Sales portion of CRM.

Looking at the Migration framework .. it's not as if it
gives you anything specific and fantastic over just
shoving the data in there yourself using SQL. You still
have to use Bulk Inserts and DTS, and hence I just went
through most of my tables and mapped old -- new GUIDS for
Territory id, SystemuserId and BusinessUnitID (and
OrganisationID).

All migrated across with no errors and hence the fresh
install included with new AD objects now works fine.


Although it is only this Admin user that is affected. And
from what I can tell. All freshly created objects appear
under the Creator Ownner and now the Admin user aswell.


Chris.
 
more to the CRM security 
you use the Data 
your own process using 
booted 
but 
running 

localization==customization?

Posted: 04 Apr 2004 03:12 AM PDT

I guess, in theory, you could modify most of the forms and other elements in an
unsupported way to have new translations. I don't know if I would want to
undertake that effort though. There have been a few posts recently about
modifying the underlying resources to cange the text on some of the "stock" tabs
that you may be able to expand upon.

Of course, the problems you're gonna face are not the navigational items, but
the error messages. I can only imagine that some of these are raised from the
other layers of the architecture.

Can you do it? Probably. Is it going to be alot of efffort? Definately. Will
it be worth that effort? Personally, I would say no.

There are a lot of things that can go wrong with this product. Once you've done
these changes, you can pretty much guarantee support will tell you you're on
your own since you won't be able to guarantee you didn't break something by
doing this.

Matt Parks

----------------------------------------
----------------------------------------
On Tue, 06 Apr 2004 09:56:34 +0200, Rafa³ <wywal.pl> wrote:
 

Polish, why?
Do I really need 100% of code or just the code responsible for interface
would be enough? If there is such code splitted from the rest.

Fire Workflow rule when a picklist value is changed?

Posted: 03 Apr 2004 02:06 AM PST

WF Rules CAN be fired when a record is saved, if that is
OK... You have to create a manual wf rule, make it
recursive, and call it from the Create of a record.
HTH,

Dave
 
RUN "Manually". However it is my understanding that, with
the current Product (CRM 1.2) these rules can not be
instigated on the changing of a value in a custom created
Picklist 
OnChange event javascript associated with my custom Pick
list. 
to call my Workflow Rule 

CRM Version 2.0

Posted: 02 Apr 2004 11:58 PM PST

MBS released a product roadmap several months ago that had the December/January
dates in it for v2.0. But I just found an updated version of the roadmap (dated
3/19/04) and the target date has quietly changed to Q2, 2005.

Of course, the roadmap boldly indicates that it is for planning purposes only
and there is no real commitment yet to these dates or features.

Matt Parks

----------------------------------------
----------------------------------------
On Mon, 05 Apr 2004 20:58:42 -0700, Benjamin Zachary <com.spam>
wrote:

We are looking at a CRM deployment of 26,000 seats. Talked to some of the
higher ups, who said it wasnt possible due to hardware restrictions unless
we broke it down into departments of about 500. When I asked about
'synching' up to a master db for reporting etc, they said not planned until
v2.0 sometime next year (2005). Who knows if MBS will be better then MS at
predicting dates and timelines but MS hardly ever makes a set mark due to
the complexity of the software.

Crystal ePortfolio Lite

Posted: 02 Apr 2004 06:38 PM PST

So how have others distributed reports to people that
DON'T have the Developer version of CRM? Can this be
done with runtimes? 
of Crystal, they won't 
CRM via tha CRM API's 
then asses that to CRM For 
the other issues, but I 
lite 
2291- 

Multiple email addresses to one queue

Posted: 02 Apr 2004 03:03 PM PST

That's what I was afraid of. I can think of 2 ways to possibly address this.

1) Use an external mail routing to route the emails to the aliases to an
external mail server and then back in to the "real" address. There was a post
over the week that talked about using this approach for internal emails.

2) Setup a queue for each of the inbound emails. Then, have a process that
kicks off on a periodic basis and, using the SDK, re-assigns items from the
alias queues to the "real" queue.

Matt Parks

----------------------------------------
----------------------------------------
On Mon, 5 Apr 2004 09:03:44 -0700, <microsoft.com> wrote:

Matt,

First thank you for the quick response.

Secondly yes we did try setting up an alias in exchange
but it doesn't seem to work. Don't know if this is
because the CRM is grabbing the email before the alias
routing or not, but this is a pretty critical issue for
our end users to be able to have multiple addresses point
at 1 queue.

Dave Lievense
 
sure it will work 
comming in via the SMTP 
bypass this or not. 

Can you link products to leads

Posted: 02 Apr 2004 02:51 PM PST

Thanks to Gill and Matt for the information,

Cheers,
Derek.


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

Errors when emailing

Posted: 02 Apr 2004 01:01 PM PST

Have you installed the Exchange connector on your box? This error is given
when it is not installed/running.

Pete

"Bsayre" <microsoft.com> wrote in message
news:com... 
error has occured, for more information contact your system administrator".
I'm running Win 2003k server, CRM server, exchange 2003, and sql 2000 all on
the same box. I can send mail fine from outlook. Anyone have any
suggestions?