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Microsoft CRM - License Question

Microsoft CRM - License Question

License Question

Posted: 15 Apr 2004 10:01 AM PDT

You license CRM for either Sales, Service or Both (Suite). Then, you also
choose within that, either the Standar or Professional license. The SFO is
included in the Sales or Suite licenses.

Matt Parks

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On Thu, 15 Apr 2004 10:01:10 -0700, Heather Bain
<microsoft.com> wrote:

I know a user needs a license to the Sales module to see it in CRM client, but
does a user need a Sales License to use CRM Sales For Outlook? Or will just a
standard license do? Anybody know?

IE disappear

Posted: 15 Apr 2004 06:13 AM PDT

Thanks, you answered my question as well!

Greg 
be okay. 
in message 
windows 

Outlook Client via VPN

Posted: 14 Apr 2004 11:01 AM PDT

The SFO client will not work in a Citrix environment.

Matt Parks

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On Wed, 14 Apr 2004 12:33:32 -0700, "kb" <microsoft.com>
wrote:

We have a similar set-up, but are using CITRIX. I'm
trying to determine the best way to proceed. Most of the
users retrieve email through CITRIX rather than local
Outlook...

 
slow) with Outlook 
who are 
client for CRM ok 
glad to hear from 

Email through CRM SFO to CRM Contacts

Posted: 14 Apr 2004 09:14 AM PDT

Afraid not.

Matt Parks

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On Wed, 14 Apr 2004 09:51:05 -0700, New CRM User
<microsoft.com> wrote:

Thank you. Is there anyway to set it so that all contacts get synched up, not
just the ones I own?



----- Matt Parks wrote: -----

You first need to synchronize Outlookg with MSCRM. This is done when you
go
offline. When you do that, the CRM Contacts that are owned by you will be
synched with your Outlook Contacts.

Matt Parks

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On Wed, 14 Apr 2004 08:56:06 -0700, New CRM User
<microsoft.com> wrote:

I am emailing from CRM SFO using the CRM email button. When I click on the
TO
button, I want to see all my CRM contacts. How can I add them to the
Select
Names dialog box?

HELP!!! Crystal Security Services not starting

Posted: 14 Apr 2004 04:08 AM PDT

We have tried that also. Still not working.

Devesh

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

Create a "View" for Accounts that displays Primary Contact's email

Posted: 14 Apr 2004 02:24 AM PDT

Thanks, Mike!
 
create a view with the 

Cool! Can you elaborate in (general terms) how this may be
done? Which methods are used to do this? I assume that
CRMQuery.CreateAndRetrieve is used to generate the
FetchXml. Is that right? What then?
 
build the view as best 
customizations, edit the fetch 
careful not to break 

Not that I'm a wuss but...

I read your earlier post about the bug in the My Active
Contacts & then I exported customisations & had a look at
my View. It seemed pretty straight forward to edit that
and then import back in but I'd prefer to use a supported
method if possible. I might give it a try in our test
environment if the SDK approach doesn't allow me to do
exactly what I want.

Thanks again, Mike.

Regards,
Matt Narayan.

CrmExchangeQueueService,email problem ?!

Posted: 14 Apr 2004 01:29 AM PDT

I think this was a problem with port 80 wich we opened internally



"Kristina Ledford" <com> wrote in message
news:phx.gbl... 
to 
problem.... 
message 
Privilege 
Segment 
message 
message 
message 
message 
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message 
message 
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deliver 
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Multiple CRM servers

Posted: 13 Apr 2004 06:31 PM PDT

Thanks for the response. Upon rereading my original post, I see I wasn't
clear in what I really wanted to know.

I know that I can only have the single SQL database for the organization.
What I want to know is are there any known gotchas or issues with the
installation process for the additional servers.

Can you please give me a title or url for that whitepaper. I was looking
for some documentation on this in the MS website, and I obviously missed
that one.

Cheers,
James
"Greaterthantwo Media" <com> wrote in message
news:phx.gbl... 
1000 
but 
need 
servers? 

Deleted an Active Directory User and I can not remove a CRM license from it.

Posted: 13 Apr 2004 02:55 PM PDT

An easier (though unsupported) method is to manually remove the license from the
SustemUserLicense table. You will need ot make sure you have the correct row,
but this has worked in that past.

Matt Parks

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On Wed, 14 Apr 2004 02:35:55 -0700, "Inna" <microsoft.com>
wrote:

Hello,
This is a resolution of your issues.
How to remove a license from a user that has been disabled
before removing the license or deleted out of AD before
removing the license?

Resolution

1. Back up your databases just as a precaution (follow the
backup and restore instructions in the Implementation
Guide). That way, you have a backup of the data to go back
to in case something else happens.

2. In the application, find an object (accounts, contacts,
etc.) that was assigned to the user that got deleted and
see if you can assign it to another user temporarily. This
is a test to verify that the objects can be reassigned.
Then, do the following:

a. Go into Deployment Manager and delete the license key
out (make sure you have a copy of it).
b. Then, log into the application (http://localhost) as
the System Administrator (this user will still have access
because that's the user that installed the product).

c. Then, in the app, disable the user that you deleted out
of Active Directory (you won't be able to delete the user,
you can only disable it Microsoft CRM).

d. Then, check in the (Settings | Business Units | Users)
license area for that user and verify the license was
removed.

e. Then, close the app, go back into Deployment Manager,
add the license back under License Manager.

f. Then, go back into the app as the system administrator
and assign the license to all the users again (except for
the one that is disabled).

g. Then, you will need to go through and reassign the
objects that were assigned to the user that got deleted.

 
user 
did 

Replication on CRM database

Posted: 13 Apr 2004 12:27 PM PDT

I figured out how to add it. Using the pre-windows 2000 name.
"Brian Mahloch" <com> wrote in message
news:%23YjuX%phx.gbl... 
and 
http://mbs.microsoft.com/techknowledge/techknowledge.asp?id=29538&target=PS 
database 
"development" 
production 
noticed 

Installing CRM on 2003 Web Edition

Posted: 13 Apr 2004 10:26 AM PDT

Right, I was planning on installing SQL as part of the SBS Premium install,
or installing it on a separate server.

thanks,

Geoff

"Olivier Schmitt" <microsoft.com> wrote in message
news:%23LQC%phx.gbl... 
know 
but 

The network is busy.

Posted: 13 Apr 2004 08:23 AM PDT

thats another possibility, the CRM environment is a complete resource
hog......

maybe load up terminal services and connect to the SQL/CRM server while
doing a batch job, and have task manager up and see how the CPU and Memory
hold up to the processing.......

-Gary

"Mark Davison" <com:NOSPAM> wrote in message
news:%phx.gbl... 
respect 
it 

Convert all incoming email to activity

Posted: 13 Apr 2004 05:41 AM PDT

we simply deactivated the whole GUID/email routing system.....far too many
problems, for example we had multiple cases in the first month where emails
were marked as spam and the client never received our emails!! very very
bad.......that was pretty much the straw that broke it....

we have our users promote emails, any other way will get messy and result in
loss of emails....................

-Gary

"Andrea Worley" <com> wrote in message
news:com... 
the exchange server and I checked the appropriate box in my user's options. 
It seems to me that my users can't just rely on CRM; they are going to have
to be in and out of CRM and Outlook at the same time, to make sure they
don't miss any emails that didn't have the GUID to make it into CRM.
Another thing, none of my incoming CRM emails (with GUIDs) show up in my
workplace folders. How is a person supposed to know they have an email if
it just shows up as a completed activity? Is there any way to organize
activities in CRM? Like creating folders in CRM that contain activities per
month? It just seems like activities are going to be in one enormous list.
I am just setting CRM up for the first time and I'm trying to figure out
best practices for handling these things. I would really appreciate any
feedback. Thanks. 

MSCRM and SMTP: no exchange needed?

Posted: 13 Apr 2004 12:21 AM PDT

reply sent
Thank you,
Olga Beatty
Microsoft Business Solutions Support

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2003 Microsoft Corporation. All rights
reserved.

Does MS CRM have to be on separate server?

Posted: 12 Apr 2004 10:26 PM PDT

If you are going to run into issues, it will usually be with the SFO client.
There can be issues with the SFO client authenticating properly and not being
able to replicate in a single server install.

What the hardware can handle will depend on how much usage CRM, Exchange & SQL
get. I know of SBS installs that support up to 50 CRM users w/o problems, but
usage is light.

Matt Parks

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On Wed, 14 Apr 2004 20:22:20 -0700, "Stu" <microsoft.com>
wrote:

Thanks for your responses.

What sort of issues could i expect to face, with it all
setup on one machine?

Has anyone else had bad experiences with this sort of
setup?

I am running SMS2003 Premium, with Dual Xeon 3.06/1MB
CPU's with 1G DDR266 RAM, SCSI Raid(0) 74G Drives, is this
sufficient to run it all?
 
server install (AD, 
thing is, there are 
you might not be able 
situation. The virtual 
you could put components 
supported configuration 
sorte, et ne vous 
son utilisation. 

CRM Exam

Posted: 12 Apr 2004 05:15 PM PDT

Good to know.

I really wish there was a book rather than these silly online classes. I'm
going through the Customization class right now, and I'm not real keen on
it. I'd much rather have a book or even a PDF that I could read at my own
pace rather than listen to the robotic voice read to me from what looks like
PowerPoint slides :(

Sincerely,
Todd M. Taylor
 

Do not have sufficient privelages to run user wizard

Posted: 12 Apr 2004 01:13 PM PDT

The IG (Implementation Guide) is on the documentation CD. It is called IG.PDF.

Matt Parks

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On Tue, 13 Apr 2004 08:41:16 -0400, "Andrew" <com> wrote:

What is the IG? I got it with my action pack subscription so it doesnt have
much info with it. How do I do that?

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

Printer for Fax server

Posted: 11 Apr 2004 06:38 PM PDT

woah, first person thats actually admitted this!

-Gary

"Mike" <microsoft.com> wrote in message
news:esXWd$phx.gbl... 
half