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Microsoft CRM - Customization with SDK : add related form

Microsoft CRM - Customization with SDK : add related form

Customization with SDK : add related form

Posted: 30 Apr 2004 05:07 AM PDT

Hi


I would like to give the possibility to users to be able to duplicat
an opportunity since a first opportunity without having to recaptur
information
For it I added a button in the toolbar of the Opportunity form.
associated the url <servername> /SFA/opps/edit.aspx to this button
How can I do to simulate an " add related " and to take al
information but the id of the first form (I have already done th
mapping)

Thanks

Will new fields get upgraded?

Posted: 29 Apr 2004 01:17 PM PDT

Thanks Matt

So, I guess it is always better to build an external application and then
integrate it with CRM. This will minimize maintenance issues during
upgrades.

"Matt Parks" <com> wrote in message
news:com... 
no 
may 
future 
what 
the 
thus 
due to 
future 
What 

2 Remote User Connections

Posted: 29 Apr 2004 08:18 AM PDT

SFO requires that the laptop be a member of the Domain in order to be installed.
It also will not sync across the web.

Matt Parks

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On Thu, 29 Apr 2004 08:18:05 -0700, "Greg" <com> wrote:

I have 2 remote users who log into an entirely separate
(Untrusted) domain on their winxp notebooks then the rest
of my users. Currently they access CRM across the web
(with login id's that obviously match the CRM domain). I
would like to give them Sales for Outlook on their local
machine. Is it possible to synch them through the web?
They do not need email capabilities it would just be so
they could Work offline on their accounts?

Thanks for your time.

Can not Create cases

Posted: 29 Apr 2004 07:24 AM PDT

I figured out the problem. It had to do with the current case value in the
system and case numbers that I had imported from another CRM installation.
I changed the current case value and that took care of the problem.
Anthony
"Martin Gallagher" <com.nospam> wrote in message
news:com... 
Dialog box allows you create a new Account or Contact), the Subject must be
an entry for the Subject Catalogue and the Title is anything you like and
does not have to be unique. 

DC and CRM

Posted: 29 Apr 2004 06:56 AM PDT

It "can" work, but it also might not. If the DC config is relatively clean,
then you might be OK. However, there have been some issues with the SFO client
and replication in a single server (non-SBS) environment.

Matt Parks

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On Thu, 29 Apr 2004 06:56:01 -0700, "Jeff" <microsoft.com>
wrote:

Does anybody know why you can't run CRM on DC?

Can't access CRM home page or reports

Posted: 29 Apr 2004 06:16 AM PDT

Colin

Is your CRM security service started on the crm web box?


"Colin Campbell" <microsoft.com> wrote in message
news:com... 

How can I take back a licence

Posted: 29 Apr 2004 06:06 AM PDT

Assuming you have the authority, go to Settings -->
Business Unit Settings --> Users.
Select the user, click on the Licenses tab, then Manage
Licenses. You can then highlight the license and remove it
from the Selected Licenses field.
 
How can I take back the licence? Does anyone know? 

Sharing records

Posted: 29 Apr 2004 03:41 AM PDT

I guessed right :-)


"Teresa" <microsoft.com> wrote in message
news:com... 
realized the security roles where at organizational level. I turned them out
to business unit level, and sharing function worked out. 

link our database schema to CRM

Posted: 29 Apr 2004 01:02 AM PDT

Yingwu,

If I understand you correctly, the information you need to track is basically
"child" tables that are tied to the Account or Contact. The following MSDN
article covers how to setup a new page within MSCRM that displays info from
another database. You can use this as a base for creating pages that maintain
the additional information you need.

http://msdn.microsoft.com/library/en-us/dnmbscrm/html/mbs_crmapp_database.asp

You will obviously need to work out the PK/FK issues, but the concepts are
there. There are also several other articles there that will get you pointed in
the right direction.

Matt Parks

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On 30 Apr 2004 04:37:35 -0700, com (yingwu) wrote:

Matt, thanks a lot for your reply.

Yes, I believe that it is better for us to covert our database schema
to CRM database schema. But we realized a problem that it is quite
hard for us to convert as we are selling software online which is
typically include refund and chargeback. We have such tables to track
refund and chargeback orders. However, there is no such information in
CRM tables.

It will be too difficult for us to change the CRM mapping system to
use our schema, and also it will be too difficult to maintain.

So how is your thinking/suggestion to deal with this refund/charge
back things?

Thanks for your input!

yingwu

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

Insert other Table

Posted: 29 Apr 2004 12:12 AM PDT

not within the existing framework of the app. However, you could develop this
on your own and interate the logic into MSCRM. Refere to the SDK and MSDN
articles for some examples.

Matt Parks

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On Thu, 29 Apr 2004 15:48:19 +0200, "Xymox MS" <it>
wrote:


"Frans Cahyadi" <com> ha scritto
 

Can I make join between tables of different db ?
marco s.

uninstall client fcor Outlook is impossible

Posted: 28 Apr 2004 04:47 PM PDT

Thanks for your contribution Martin. I will give this a
try next time I meet that person.

Peter 
needs to be completed by the domain user that installed
the client. There is a workaround available which migh
help: 
MSCRM key at this location: 
| MSCRM 
machine 
Note - Setup may fail on step 2 but it should work fine
on step 3 and the CRM Sales for Outlook client will
uninstall 

Importing a list of Accounts from another app...

Posted: 28 Apr 2004 02:30 PM PDT

Thats the tool you need.


"Todd M. Taylor" <com> wrote in message
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Please help - CRM client Installation asking for web URL

Posted: 28 Apr 2004 01:26 PM PDT

Raj

On the pc where you want to install the client you need to be log in as a user which exists on the Active Directory where the CRM server is a member of. The Username/Password have to be the same. The user also needs to have a licence assigned to him/her

Regards
Rob Bakkers
Accentur

----- Raj B wrote: ----

Am installing CRM Client on a different machine from CRM
server (which is the recommended configuration). On
trying to instal CRM client the installer asks: "Type the
URL of the Microsoft CRM Server you want to use: e.g.
http://crm

When I put in a path for the server software on the other
machine - says setup was unable to find an instance of
the Microsoft CRM server components


What do I need to put in the url address for it to locate
the server components? Is the server supposed to sit on
the internet and be accessible. I have my CRM server in
the other machine with SBS 2003. Please Help - cannot
seem to find a solution to this.

Duplication of Production CRM Install to Test environment

Posted: 28 Apr 2004 11:50 AM PDT

I just got back from a 2 day SharePoint development class, and the
instructor recommended using Microsoft Virtual Machine for developing
applications on MS CRM, rather than devoting another Windows 2003 server for
a "test environment." Might this be an option for you?

Sincerely,
Todd M. Taylor

Version 1.2 keys on version 1.0

Posted: 28 Apr 2004 11:20 AM PDT

The keys are definately version specific. When going from version 1.0 to 1.2
we were supplied with a new set of keys


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

Internal AND External Customer Service

Posted: 28 Apr 2004 10:24 AM PDT

We have strict security - most folks have user-level
privileges or team-shared which should cut down on the
confusion. Also, most of the communication b\w depts will
be in the form of tasks instead of emails. (i.e. Sales
needs contract amendment from legal - submits task to
Legal queue). We want a way to track\analyze internal
customers.

I'll let you know if I see an iceberg approaching.. ;)

Thanks!
 
customer 
for disaster ;) 
would all be stored in 
be filtered in a 
are appropriate to 
employee is a CRM user 
CSR in the Customer 
and will work with 
sends a help 
contact/account 
this person 
shouldn't be a 
get ;D 

Sales: Lead become Opportunity, then Account?

Posted: 28 Apr 2004 10:09 AM PDT

Thanks for your feedback, KB :)

I think you're right in stating that sales people have to create all three
accounts from a Lead, whether that Lead has actually bought something or
not. It makes more sense to me to escalate a Lead to an Opportunity, then
to an Account rather than do the latter two at the same time, but I guess
our sales staff will just have to use the program as is :(

Sincerely,
Todd M. Taylor
 

Create new field???

Posted: 28 Apr 2004 10:05 AM PDT

Hank - Keep in mind when you add fields in MS-CRM that you cannot delete
them. Also, yes you can create fields with look-up values/drop-down list
fields. Create the field first and publish the customization from
deployment manager. Then customize the form itself within MS-CRM (System
Customization) to add the values for that item. Publish the form
customization. Then IISRESET on the web server. Should be it. At least
that is how I do it! brian

Jscript problem with CRM?

Posted: 28 Apr 2004 09:56 AM PDT

But it works fine as regular jscript in a web page. It just doesn't work
with MSCRM in the jscript box for the onchange event for picklists.

Eric

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

Since Upgrading To SBS 2003 Cannot Start CRM Security Service

Posted: 28 Apr 2004 08:45 AM PDT

I thought it was going to be a much easier process. The
biggest issue that I found was an error every time I
booted saying:
"The procedure entry point GetTextExtentPointI could not
be located in the dynamic link library MSDART.DLL"

Turns out that the OLEDB32.DLL that I had was old and the
upgrade did not replace it and that caused services to
fail.

MS CRM still won't run because now it is telling me that I
am trying to log on with a bad user id but at least I am
closer.

Thanks for your response.

 

Demo on single laptop

Posted: 28 Apr 2004 07:23 AM PDT

I do this

single 2.4ghz laptop
1GB ram

4 virtualpc images
1 - domain controller in its own forest
2 - crm +sql server
3 - server 2000 running vs.net for development and client
4 - exchange server

when its all started up it is sluggish but not unusable. I have developed
crm custom code on this setup and believe me, if it was slow i would not use
it
"Cedric Mesey" <microsoft.com> wrote in message
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Win2003 

MS CRM 1.2 - Sales for Outllok

Posted: 28 Apr 2004 07:09 AM PDT

I'm sure you can get it to work, but I don't know what you'd have to do to get
it to be successful. I'm pretty sure the problem has to do with the security
tied to the replication.

I know there have been many people who have posted problems about trying to get
it to work, but have not seen an answer yet. Having the workstation in the CRM
Domain is listed as a req for SFO.

Matt Parks

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On Thu, 29 Apr 2004 09:47:11 +0200, "Atleti de Madrid"
<es> wrote:

Thanks, Matt, but... do you mean that users in an enterprise, that shares
several domains, DO have to "relocate" the workstations into the DW2K3 Windows
Domain for CRM/SFO client to work?

What about if an user (let's say... within the DW2K domain) wants to install SFO
in his outlook? I mean, the installation process would complete successfully or
no? And, if so, the Outlook client will connect to the server without trouble?

Thanks in advance

Error when synchronizing in Outlook

Posted: 28 Apr 2004 06:29 AM PDT


Peter

Is your CRM server on Windows 2003? I had this same problem because my CRM was on Windows Server 2003 and my active directory was on 2000. If this is the case for you, you have to open an incident with Microsoft (mbs.microsoft.com) to get a hotfix for an updated authx.dll file


----- Peter Rundberg wrote: ----

What could be the possible causes for the following error when trying to g
off-line and synchronize in Outlook
--------------------------
Erro
--------------------------
The specified domain either does not exist or could not be contacted
--------------------------
O
--------------------------

This error occurs shortly after the Downloading Status dialog box is opene
(the one with the progress bar). The error can be reproduced from an
client, so it seems to be a server side problem. Working on-line, both i
Internet Explorer and from inside Outlook works fine, and th
synchronisation has worked before, but is now not working anymore

What would be a suggested methodology to resolve this kind of issues ? Ar
there settings in client PC registry that we can compare to server sid
settings? Is there a way of turning on logging or tracing, that can help u
finding the cause of this problem ? How can we check and compare potentia
changes to network or active directory with the current settings of MSCRM

Any help is most appreciated

Best regards
Pete

The trials of relocating both the SQL and the CRM frontend server (1.2)

Posted: 28 Apr 2004 05:04 AM PDT

The licensed name is simply 'Imscan' (without the quotes), can't really see
how that could be a problem. I'll see what MS support offers and post back
my results.

-Ben

"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 
W2k 
service 
too). 
the 
synch 
ms 
it 
one 
a 
125 
125 
'MSmerge_C15D4F59965F4505B09147FA0BAD2AAA'. 
'MSmerge_76B5E99ADD6C4C8C9A9FB2DA9B5C37A8'. 

ISV.config and teams

Posted: 27 Apr 2004 11:36 PM PDT

No this is not possible using standard CRM. There is no way to say only
user1 can see your addin etc.

However as CRM uses the Active Directory you could have your code ask the AD
if they are a member of a certain group and if they are run the code and if
not drop out.

Never tried it but I'm sure it is possible


"Venkat" <com> wrote in message
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