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Microsoft CRM - Activity Customisation

Microsoft CRM - Activity Customisation

Activity Customisation

Posted: 28 May 2004 01:00 PM PDT

try updating the form. saving alone does not make the
customizations visible. 
below. 
to 
when 

Microsoft CRM Applications Professional exam

Posted: 28 May 2004 10:31 AM PDT

I passed this exam last week. It just tests your ability
to use the system, If you have used all the components of
MS CRM you should be able to pass.


 

Not Responding

Posted: 28 May 2004 08:41 AM PDT

This is from the TechKnowledge base.

TechKnowledge
"The selected Snap-In did not initialize properly" error
message when launching Microsoft CRM Deployment Manager

Document ID: 29760
Date Created: 3/20/2003
Date Last Modified: 1/14/2004
Language: English - United States
Country: USA
Product: Microsoft CRM
Versions: 1.0
Modules: Microsoft CRM Installation, Microsoft CRM
Miscellaneous, Microsoft CRM System Customization

SYMPTOMS

When launching Deployment Manager for Microsoft CRM, you
may receive the following error message:

The selected Snap-In did not initialize properly.

CAUSE

Deployment Manager verifies the following privileges. If
one of the following conditions is not met, Deployment
Manager will not initialize:

1. The current user is a Local Administrator on the
Microsoft CRM Server.
2. The current user has Administrative access to SQL
Server.
3. The current user has a System Administrator role in
Microsoft CRM.

RESOLUTION

Add the user as a Local Administrator on the Microsoft CRM
Server (specifically, the SQL Server where the Microsoft
CRM databases are stored).

1. Click Start, point to Programs, click Administrative
Tools, and then double-click Computer Management.

2. Open the Local Users and Groups.

3. Select Groups.

4. Right-click on the Administrators Group and select
Properties.

5. Add the user to the Administrators group.

Add Administrative access to SQL Server.

1. Click Start, point to Programs, point to Microsoft SQL
Server, and then click Enterprise Manager.

2. Expand Microsoft SQL Servers | SQL Server Group |
YourSQLServer | Security.

3. Select Logins.

4. Add the user as a new login if the user does not exist
here. Windows Authentication must be marked and the login
must be added from the existing Active Directory logins.

5. Click the Server Roles tab and select System
Administrator.

Verify the user has a System Administrator role in
Microsoft CRM.

1. In Microsoft CRM on the Home Page, click Settings,
click Business Unit Settings, and then click Users.

2. Open the User record.

3. Select Roles.

4. Verify the System Administrator role exists for this
user. If it does not, select Manage Roles, check the
System Administrator option, and save changes.

Open Deployment Manager.



 

Search in MSCRM

Posted: 28 May 2004 12:57 AM PDT

look at c360 searchpac, it will greatly expand your
ability to do searches.
tom 
field using 
AccountNumber for 

Object.Retrieve methods for CRM business objects

Posted: 27 May 2004 11:16 PM PDT

Hi Vinicius,

I had thought about using a CRMQuery object rather than the Retrieve method
exactly because i thought the null filter might work. But on further
reading, it appears that there are two problems - one is that I would have
to specifiy all of the columns that I require, when I actually require all
of them, and secondly that the null filter I believe is there to return rows
only when they meet the condition, ie contain null or not null.

Cheers

Chris
"Vinícius Pitta Lima de Araújo" <com.br> wrote in message
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SFO Installation problem

Posted: 27 May 2004 09:42 PM PDT

There is also a tech knowledge item out there somewhere
telling you how to clear your forms cache in Outlook.
This solved the problem for us.
 
But 
etc) 
appear 
When 

Customzing Quote Print

Posted: 27 May 2004 08:44 PM PDT

I have done this using Crystal Reports. There are a couple
of tricks to get it to work well. Reply to my email
address if you want a copy of my report, which you could
customize if you have Crystal reports.
com 

Product Name Field 100 chrs

Posted: 27 May 2004 02:01 PM PDT

would be nice is ms could increase the length of the name field in next version or maybe a little patch?

Mailing Labels

Posted: 27 May 2004 11:45 AM PDT

good advice gary except that not everyone has experience with crystal but
may have experience with work etc.

at least we have a choice


"Gary" <NOSPAM.com> wrote in message
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and, 
Mail 
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Word 
Labels 
want 

CRM Sucks ..

Posted: 27 May 2004 11:41 AM PDT

Find another product if you that unhappy with MS-CRM. 
popups. Its slow . Specialy if you run it from DOS. 

What is new in CRM 2.0

Posted: 27 May 2004 10:01 AM PDT

not to mention there about a full year until its even released.......

however, I believe this is the latest roadmap:
http://members.microsoft.com/partner/solutions/business/crm/roadmap.aspx

-Gary

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

Sales Stages

Posted: 27 May 2004 07:16 AM PDT

Matt is right. As you are just using the sales stage names you do not even
need automated workflow. All you need is a picklist with an event behind it
that says if you choose stage 1 then change the probability to close to 10
percent etc


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

Another Crystal Logon Error

Posted: 27 May 2004 04:40 AM PDT

Thanks for the advices.
I get iy up and running now the reports.
Efectively I use http:// for internal use and then published on ISAServer
with https:// and works perfectly.
Thanks

Gabriel Zabal

"Antoine" <fr> wrote in message
news:google.com... 
message news:<phx.gbl>... 
here 
SSL 
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licenses