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Microsoft CRM - Deleting Multiple Leads

Microsoft CRM - Deleting Multiple Leads

Deleting Multiple Leads

Posted: 08 May 2004 10:56 AM PDT

Hello

What you also could do is using the advanced search which you can find under
the menu item TOOLS. There you can filter leads for a special value e.g.
leardsource if you specified this in the import of the 2000 leads and delete
them.
But: you only can delete the number of leads at one time which are
displayed on one page (maximum 100 entries) so you have to do this 20 times.
The number of entries on one page you can specify under TOOLS/OPTIONS.

Steffen

"Wafflez" <rr.com> schrieb im Newsbeitrag
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No column headings after customisation

Posted: 08 May 2004 02:53 AM PDT

Emma,

One cause of this is that the localizations of your two CRM servers are not
the same. For example, you cannot successfully export customizations from an
(US) English localization into an International English localization. The
different localizations have different schema.

To check localization, from the CRM web client, Help > About > and see whet
URL the "for Tech support" points to. If Greatplains, then US. If
Microsoft, then International

There is no workaround!

You must manually rebuild all customizations on the correct localization

This painful experience is one I have had to endure recently

HTH

Peter




"Emma Burrows" <co.uk> wrote in message
news:%phx.gbl... 
on 
not 

Publish Customizations error

Posted: 07 May 2004 09:21 PM PDT

Thanks Steffen,

The system was already using windows authentication, but
the website site settings included host header
information. I removed these settings (there is now no
other website on this server anymore) and everything was
O.K.

 
1.2 website in the 
identity and this 
Address - [All Unassigned] 
Header Name - blank 
im Newsbeitrag 
authentication 
How 
Proxy 
returned 

Outlook CRM No web page

Posted: 07 May 2004 10:00 AM PDT

So when you access CRM in Internet-Explorer, it "disappears", like it simply
closes? Are you absolutly sure theres no popup blockers? Theres so many
different types out there that they can hide quite easily,........for
example the google toolbar has one,....maybe you have the McAffe one? Check
Add/Remove programs to see if there are any running..........

Also remove any unecessary toolbars, especially hotbar, this can and will
effect CRM, but almost always its a pop-up blocker that makes it disappear.
Wouldn't hurt to run some anti-spyware....

As for Outlook. It disappears here too??? What does that mean exactly? Does
Outlook close completly?

-Gary

"Raymond" <com> wrote in message
news:a05001c4346a$601da5f0$gbl... 

No service or Sales in GoTo menu

Posted: 07 May 2004 07:46 AM PDT

Was this the initial run of CRM? If so, when you first logged in, you probably
didn't have a license, then you added a license to your user. The Sales &
Servie options only appear if you have an appropriate license. Using a F5
refresh probably would have brought them in as well.

Matt Parks

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On Fri, 7 May 2004 16:12:47 +0100, "John Jackson" <jj@u.net> wrote:

I sorted this .......I just close the browser and opened it
again........dunno why this worked!


"John Jackson" <jj@u.net> wrote in message
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I 

Outlook Syncronisation

Posted: 06 May 2004 08:47 PM PDT

I have been asked this as well. I have a decent sized client (90 pro seats)
that is moving from SLX and one of the things they asked was if they could
not get the laptop back from the sales person or they copied the MSDE db
off the laptop could they lose all their data?

Im working with my dev guy to make a spyware type app that will 'kill' the
db's after XX days if the computer does not logon to the network. We are
looking at making this a gpo or login script. Thats the only thing I have
come up with. Im sure its circumventable but only if the sales people know
about it.

How to mail merge a letter in Sales for Outlook

Posted: 06 May 2004 05:24 PM PDT

You can also make an advanced find (on specific fields) and select all contacts you have found. If you click on Actions command, you can choose to mail merge your contacts with a document template..
It's very simple.

Assign Appointment

Posted: 06 May 2004 12:18 PM PDT

It looks like if you assign the account for which the
appointment was regarding, the appointment will also be
reassigned to the new user.

 
support 
appointment 

Minimum Hard Drive Space CRM Sales for Outlook

Posted: 06 May 2004 11:13 AM PDT

Thanks John!
 
message 
for 

New Install, Crystal problems

Posted: 06 May 2004 08:23 AM PDT

Matt,

I found this and it solved the problem:


Document ID: 32212
Date Created: 7/31/2003
Date Last Modified: 8/8/2003 11:20:32 AM
Language: English - United States
Country: USA
Product: Microsoft CRM
Versions: 1.0
Modules: Microsoft CRM Miscellaneous, Microsoft CRM Reports, Microsoft CRM
Server Administration

Issue

Error - "Failed to register with the APS SERVERNAME. Please make sure the
APS is up and running. Attempting an automatic retry." occurs in the Event
Log after a reboot of the Microsoft Customer Relationship Management Server.

Potential Cause

All the Crystal services have to register with the APS service when they
startup. If the APS is not started the other crystal services will keep
retrying to register until they successfully register with the APS.

After the reboot the APS is not starting up in time for the other Crystal
services to register with the first time they try. When they try the second
time then it is successful.

Resolution

To resolve this so the Crystal services startup and register successfully
the first time follow these steps to make a dependency on the APS service.

1. Go to Start | Programs | Crystal Enterprise | Crystal Configuration
Manager.

2. Stop all the Crystal services. (Highlight them all and choose stop)

3. Right click on the Crystal Cache Server and choose Properties.

4. Under the Dependency Tab, click Add.

5. Search for Crystal APS. When you find Crystal APS highlight it and
choose Add.

6. Then click OK.

7. Now do steps 3-6 for the rest of the Crystal services:

Crystal Event Server
Crystal Input File Repository Server
Crystal Output File Repository Server
Crystal Page Server
Crystal Report Job Server
Crystal Web Component Server

8. Now start all the services. (Highlight them all and choose Start)


--
Jim

Buttons for Workflows

Posted: 06 May 2004 07:57 AM PDT

Hello

You can build a web application/ web service that calls a workflow created
in through the workflow manager. Uste the CRMProcessController: Execute
Method.
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk/htm/crmprocesscontrollerexecutemethod.asp

Then you have to link the web service to a ISV button in the mscrm.

That should solve your problem.

Steffen

"KBLawson" <com> schrieb im Newsbeitrag
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Migrate CDF to CRM with SQL Transform

Posted: 06 May 2004 05:43 AM PDT

Be sure you have cleared "use fast load".

Deleting Crystal Reports from The Ms CRm

Posted: 06 May 2004 02:09 AM PDT

It Worked fine.

Thanks Martin.
Gianluca


On Thu, 6 May 2004 08:51:07 -0700, "Elodie MARTIN"
<microsoft.com> wrote:
 

Transfer live CRM install from MSDN_Subscriber OU to new OU through ActionPack license

Posted: 05 May 2004 05:48 PM PDT

Chris,

If you're talking about migrating the data, then you can use the data migration
framework to load the data to your new install.

Matt Parks

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On Thu, 6 May 2004 10:48:18 +1000, "Chris Ericoli"
<com.au> wrote:

Hi,

I'm sure this post has already been answered a thousand times, but I can't
see any in recent times.

I, like most of you, installed the MSDN copy of CRM 1/1.2 with it's
associated licensing restriction. Of course, we used this install for all
of our data etc, and now want to use the licensing that came with the MS
action pack to set up the correct company/organization info.

If anyone has done this, or knows that it can't be done, i would be grateful
for any info.

Cheers

Chris