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Microsoft CRM - SFO Question ...

Microsoft CRM - SFO Question ...

SFO Question ...

Posted: 03 May 2004 10:49 AM PDT

Elena -
I beleive this alos happens when the cache in Outlook
gets full and it needs to be cleared. To clear the cache,
you will need to perfrom the following steps.

1. In Outlook, go to Tools, Options.
2. Under the "Other" tab, click on the "Advanced
Options" button.
3. Click on the "Custom Forms" button.
4. In the "Options" window, click on "Manage Forms".
5. In the Forms Manager window that opens, click
on "Clear Cache".
6. Close all open windows, and close Outlook.
7. Re-launch Outlook, and try to use the CRM buttons.

Also, I beleive there's a hotfix download to address this
problem.
 
Contact", "New CRM Task", New 
this happening to any 
offline, the CRM 
that is inactive. 
Outlook, I cannot 

Montior resolution

Posted: 02 May 2004 09:34 PM PDT

If you read through the default.aspx in the CRM (1.2) web root, you'll find
the following javascript:

// 768+ Allows for TabletPC and 800x600 PC Clients
if (window.screen.width < 768)
{
alert("Microsoft CRM requires a screen resolution of at least 800x600.
Please increase the resolution of your display.")
}
else
{
// Load MSCRM
window.open("/loader.aspx","MSCRM_MAIN", "height=" +
(window.screen.availHeight - 60) + ", width=" + (window.screen.availWidth -
14) + ", top=0, left=0, menubar=0, location=0, resizable=1, status=1");
}

So, your minimum for PCs is 800x600.

"Venkat" <com> wrote in message
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Contacts best practises

Posted: 02 May 2004 05:15 PM PDT

Thanks dave
 
the contact 
extended activities 
contacts and parent 
contact-specific 
if 
to? 

Entity ID

Posted: 01 May 2004 01:46 PM PDT

You 'll find all iD in the SDK

Basic CRM questions

Posted: 01 May 2004 12:38 PM PDT

David

If you are using an unsupported accounting solution there is nothing to stop
you adding custom pages, perhaps on the account form which queries a
different database. Of course you would neen a field which is the same
between the two systems.

To do this you need to use ASP.NET and the CRM sdk and a language like
C#.NET or VB.NET

It will take a bit of work of course but if you cant buy it off the shelf
thats the options

Good luck


"David F" <ru> wrote in message
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on 

Search using multiple fields

Posted: 30 Apr 2004 03:51 PM PDT

If you're just needing to look for blanks within a
particular field, put the wildcard * in front of the
search.

Good luck!
 
www.c360.com. They have an 
save your queries 
wrote in message 

New Case Notification - Email

Posted: 30 Apr 2004 02:35 PM PDT

Works like a champ. Still haven't worked out the internal piece but the
Email to Case portion from an outside address is outstanding. I highly
recommend it. It is a shame that a 3rd party program is required to
accomplish something that MS's product should already address.

Thank you Scott!


"Scott Sewell" <msft> wrote in message
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for 
(Including 
the 
day 
help 

Pushing down updates

Posted: 30 Apr 2004 01:36 PM PDT


Hi there!!!

Yes, they do have a tool like that. I saw it on the MCSE
traing kit companion CD for 2003 Server (exam 70-290 to
70-294). I don't have the cd with me now butI will try to
email the info tomorrow. They have a whole discussion
about how to test and distribute the updates. You can
even skip certain machines and so forth. If you know
someone who has the cd's you can get it from there.

Good luck

CDF Contacts, without Accounts

Posted: 30 Apr 2004 12:11 PM PDT

Matt and Stiffen, Thank you very much

Script error when launching CRM in IE

Posted: 30 Apr 2004 12:02 PM PDT

I did not make any customizations on the CRM. When
installing the CRM software, I followed the instructions
from the implementation guide exactly.
 
2000 
server, 

Add new counter field to Opportunities

Posted: 30 Apr 2004 09:25 AM PDT

The only problem with this is that it won't work when a sales rep is using the
SFO in offline mode. You could have 2 reps both create an opportunity while
offline and they would receive the same value for this field.

You might be able to implement something like this via a Post-Callout though.
The callout won't fire until the recrods are synched on the server, so that
would potentially prevent this issue.

Matt Parks

----------------------------------------
----------------------------------------
On Fri, 30 Apr 2004 09:25:18 -0700, "Karl" <fsnet.co.uk> wrote:

Hi Virtual Team,

We want to add a new field onto the opportunity form /
table that will be a sequential counter. I.E. Each of
our opportunities will have a unique number assigned.

Any ideas as to how we go about it?

Many thanks, Karl.

Viewing attachments

Posted: 30 Apr 2004 08:16 AM PDT

If they click Open insted of Save, it should open in the associated Office application. This is what I do.
Colin

Workflow Manuel rule

Posted: 30 Apr 2004 06:56 AM PDT

I tried yes and no.

Support Case and Contract Workflow

Posted: 29 Apr 2004 03:32 PM PDT

Matt,
i guess at least the first part of Bills question is not
only a question of functionality but of the process
itself.

creating a case and assigning a existing contract gives
you the possibility to check the kind of contract
afterwards. dependent on this value you can send an email
to the manager.

So you only have to switch actions in this part of your
real service process.

Do you use the ITIL reference model for building up this
service process?
Actually in our projects we use the biztalk server 2004
for setting up service processes using the ITIL reference
model and integrating MS SMS and MS MOM.

Bye

Steffen Klipfel
Development Lead
ITVT GmbH, Germany
 
functionality. However, you can do 
does the lookup/update 
action. 
(Bill Bither) wrote: 
management. 
check if the 
not. If so, 
(probably be 
need: 
level support 
to the case 
the SDK? If 

IE is closing when launching MSCRM web application

Posted: 29 Apr 2004 12:40 AM PDT

Aside from the popup blockers - an understanding of the code will help.

If you look through the javascript in web_root\default.aspx, you'll find the
load function. (see below)
Find the " // Do not close the window if it is the Application" comment and
start reading.
You'll find that if minimum resolution has been met, a new window is opened,
and the current browser window is closed.

We set up a CRM link on our intranet page that opens in a new window - where
the default.aspx is executed.
If successfully initialized, it opens a new browser window, and closes the
"intermediate" window - thus leaving the browser with the intranet page
intact, and a new browser window running CRM.
----
function load()
{
// 768+ Allows for TabletPC and 800x600 PC Clients
if (window.screen.width < 768)
{
alert("Microsoft CRM requires a screen resolution of at least 800x600.
Please increase the resolution of your display.")
}
else
{
// Load MSCRM
window.open("/loader.aspx","MSCRM_MAIN", "height=" +
(window.screen.availHeight - 60) + ", width=" + (window.screen.availWidth -
14) + ", top=0, left=0, menubar=0, location=0, resizable=1, status=1");
}

// Do not close the window if it is the Application
if (window.name != "MSCRM_MAIN")
{
// Destroy this Window
var oMe = window.self;
oMe.opener = window.self;
oMe.close();
}
}



"cyril" <com> wrote in message
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