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Microsoft CRM - column widths

Microsoft CRM - column widths

column widths

Posted: 17 May 2004 12:52 PM PDT

ok, I was just playing with them,....granted they're not the most intuitive,
but a web app can only go so far and just have this capability is godsend
from where we were in 1.0........

-Gary

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

Customizing Activities / History List saving changes

Posted: 17 May 2004 11:31 AM PDT

> If the change involves only a form modification, you can try going into
DOS and typing iisreset at the >command prompt. I haven't made a change
that didn't include a schema change, so I cannot promise >that this will
work completely, it's just what I've been advised to do.

I believe its the other way around. A form modification requires the publish
and the iis reset. Adding a schema field should be available after creation.

-Gary

User Account Management (Domain User account set-up

Posted: 17 May 2004 06:57 AM PDT

There is another way around it. It involves a basic SQL Update
statement but Microsoft will tell you that it's not a supported
method...so I won't post it here directly.


On Mon, 17 May 2004 11:27:37 -0700, "Lindad"
<microsoft.com> wrote:
 

DMSNAPIN error

Posted: 17 May 2004 02:58 AM PDT

This error is potentially caused by a number of issues, any one could be the cause

1. Integrated Windows authentication must be used for the authentication method on the Microsoft CRM Server machine for Microsoft CRM version 1.0. Digest authentication for Windows domain servers is not supported. You can check your settings in the following location: Administrative Tools | Internet Services Manager. You then right-click on the correct site (in most cases called Microsoft CRM Version 1.0) and select properties. Now click the directory security tab and select the edit button in the Anonymous access and authentication control section. Make sure that only the Integrated Windows authentication is checked.

2. Microsoft CRM was not installed to the default Web site on port 80

3. If you have installed Microsoft CRM 1.2 and the Microsoft CRM Web site is not named exactly "Microsoft CRM Version 1.2".

4. This occurs when there is a second Web site on the Microsoft CRM Server whose name begins with "Microsoft CRM". When Microsoft CRM Deployment Manager attempts to resolve the name of a single Web Server and resolves more than one Web site to publish changes to, it will fail and return the error.

Hope this help

Contact and Account Relationship

Posted: 17 May 2004 12:10 AM PDT

Thanks Dave !

I was thinking of creating a side tab and show all the contact related
accounts and their info in a view. It will be read only information.
The user will have to add all the accounts thru accounts form and have
the same primary contact. Do you see any issues with this design ?

Does the MSCRM SDK contain all the details needed to create a side tab
and link a new form to it to display the view ?

Thanks again for your help.

"Dave Carr" <microsoft.com> wrote in message news:<e37101c43c3d$b01f00f0$gbl>... 

Incoming Emails

Posted: 16 May 2004 11:49 PM PDT

Yes We Installed CRM email router but we can not recieve
any internal mail in CRM?? 
CRM  

custom tabs

Posted: 16 May 2004 09:11 PM PDT

if this is a new tab, I'm assuming this is a custom app you wrote? if so
then you can easily use the SDK to restrict it to the CRM user that is
logged in............

-Gary

"savage" <microsoft.com> wrote in message
news:com... 
no security or role-based limitations built into the integration; in other
words, these customizations are visible to all users regardless of their
roles. 
their roles... 

URL for New Account

Posted: 16 May 2004 05:27 PM PDT

Hello,

A trick to find out URLs in CRM:

Go to the page and press F11. You'll be able to see the
address in Internet Explorer's Address Bar.

Good luck!
 
and would like to use 
same screen that a user 
the Sales module. I am 
what it is, I would be 

Distinguishing between contacts

Posted: 15 May 2004 01:32 PM PDT

Thanks


"Ronald Lemmen" <com> wrote in message
news:com... 
the type of contact. Then modify the existing views to show only contacts of
type client and add some more to show vendors or employees. 
contacts 

Creating custom CRM pages - templates?

Posted: 15 May 2004 10:51 AM PDT

I am not sure but this might be of some help to you. Check it ou
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm/html/mbs_crmappui.asp

Integration Help.

Posted: 14 May 2004 10:44 AM PDT

On Sat, 15 May 2004 19:28:12 +0100, "Peter L"
<co.uk> wrote:
 

Not sure off the top of my head and I will have to check when I am
back in the office

Undeleting picklist field values

Posted: 14 May 2004 09:55 AM PDT

did you use publish from deploymnt manager and iisreset after changing this
values these customizations causes schema modification and change ovr the
schema won't be available until you publish it and then reset iis


"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 
picklist 
these 
only 
happens 
you 
future 

CRM 1.2 New Install - Unable to load file 'Microsoft.Crm.Application.Pages.Help' Error

Posted: 14 May 2004 09:38 AM PDT

i didn't try this without clean CRM installation if iis stores this info in
registry i don't think that they will be losed but if it would blowout this
settings uninstall and reinstall CRM wont take too much time

you can use existing crm databases when it asked for create new databases or
use existing during reinstallation of CRM

i hope it works

"David Sullivan" <com> wrote in message
news:phx.gbl... 
reinstall 

Modifying Cases View within Account Window

Posted: 14 May 2004 08:58 AM PDT

You can see only primary contacts data under account
window it causes difficulties while reporting

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

restoring CRM databases

Posted: 14 May 2004 08:26 AM PDT

To add, the procedure you mentioned should not cause any issues as long as
you've taken a proper backup. Once you've taken the backup and perform the
testing, you could follow the steps below that I've outlined. These steps
could be used even in the event of a SQL Server crash

In the event of a failure of a SQL Server computer, you will need to
restore databases from backup, and then re-associate
them with the Microsoft CRM organization. The following steps are required
to return Microsoft CRM to full functionality:
1. Install the operating system, ensuring that the computer running Windows
2000 Server or Windows Server 2003 is in
the same domain as the Microsoft CRM server(s). You should use the same
database name and disk structure. If you
must change either of these, you will need to take additional steps to
properly restore SQL Server databases and
replication. (For more information, see the restore command in the SQL
Server documentation, located at
msdn.microsoft.com/library/default.asp?url=/library/en-us/startsql/getstart_
4fht.asp.)
2. Install SQL Server.
3. If you have a valid backup of the master database, restore that backup.
(For more information, see "Restoring the
master Database from a Current Backup" in SQL Server Books Online, located
at
msdn.microsoft.com/library/default.asp?url=/library/en-us/adminsql/ad_bkprst
_4g4w.asp.)
4. Restore the msdb database.
5. Restore the Organization_name_MSCRMDistribution, Organization_name_MSCRM,
Organization_name_METABASE, and Organization_name_CRMCRYSTAL databases.
(For more information
about restoring databases, see the topics in SQL Server Books Online,
starting at
msdn.microsoft.com/library/default.asp?url=/library/en-us/howtosql/ht_7_back
pt_754p.asp.)
6. Use the Configure SQL option in Server Manager (part of Microsoft CRM
Deployment Manager) to re-associate the
database with the CRM organization. This will also restart replication.

Caution When using the Configure SQL option, do not select the Apply
changes to all servers in the deployment
option unless you know there to be no other Microsoft CRM deployments in
the domain. This setting will switch all
servers in the entire domain to use the SQL Server databases you have
selected.
If there is a problem restoring some of these databases, it is still
possible to recover from the situation. For example, if you
do not have a valid backup of the master database, you need to recreate the
SQLAccessGroup, SQLRepl, and Domain
Users (if required) logins in SQL Server Enterprise Manager by selecting
them from Active Directory. Give them database
access to the Organization_name_MSCRM, Organization_name_METABASE,
Organization_name_CRMCRYSTAL,
and the Organization_name_MSCRMDistribution databases you have restored. If
the msdb database is unavailable, you
can still recover the information in the Microsoft CRM databases. However,
you will not have a backup history, and you
will need to restore each database and each transaction log in turn.
You should also note that this scenario can be used with a worst-case
situation, that is, total failure of the SQL Server. In less
dramatic circumstances, for example the failure of a single disk, you may
only need to restore single databases to recover
the environment.
For more information about disaster recovery for SQL Server, see "Designing
a Backup and Restore Strategy" on the
MSDN Web site, located at
msdn.microsoft.com/library/default.asp?url=/library/en-us/adminsql/ad_bkprst
_63eh.asp.

Santhosh James Kutty

Microsoft Partner Support Engineer


This posting is provided "AS IS" with no warranties, and confers no rights.


Get Secure! - www.microsoft.com/security

Printing reports

Posted: 14 May 2004 03:51 AM PDT

printing requires a crystal activex component and crm asks for the first
time when you open one of crystal reports

Did you approve the load of this component when it asked, and annother
reason may be is that your default internet setings blocking activex
components to be loaded without asking


"Christophe" <microsoft.com> wrote in message
news:com... 

delay of login

Posted: 14 May 2004 02:33 AM PDT

hi again

i am login on as a admin on the crm server that is why i
am getting the login . there is exchange server 2003
installed on the server .the store.exe (some exchange
server file) is taking higher cpu . the server is dell
xeon 2.0 GHZ 1 GB RAM .

the only think which could be is DNS .for the network.

do you think that it could be a DNS ISSUE ?

 
you're not logging 
the domain and 
what sort of load 
power? 
message 
user 

MSCRM Implementation

Posted: 13 May 2004 11:41 PM PDT

use CRM Implementation Toolkit (ITK)


"Arch" <com> wrote in message
news:google.com... 
message news:<phx.gbl>... 
with 

Simple aspx page

Posted: 13 May 2004 10:11 PM PDT

I have been reading in the CRM SDK, but since I'm a bit new to this kind of C#/ASP.NET programming, then I'm not completely sure how to do it. Would it be possible to do this entirely with a aspx file or do I need to write some C# code? If somebody had time, I would love a small sample file
My email is co

Also, another problem I have is that I don't know how to deploy the files. I tried to just make a folder in C:\Inetpub\CRM and put a simple aspx file there and I also tried to put it directly in the C:\Inetpub\CRM, but when I try to browse the file http:\\localhost\test.aspx (localhost points to C:\Inetpub\CRM) I get an CRM error

Hope somebody can help

Rasmu

----- Ron wrote: ----

hi Rasmus

Actually it is very simple what you are trying to do
you need to create a query in the crm and than you'll get the data into
string in XML format
in general you need to us the CRMQuery class to fetch the data out and th
isv.config to add the buttons to the crm
in the crm-sdk there are many examples
see the attached links, use the how to and read about all the classe
available
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk1_2/
tm/v1d2gettingstarted.as

http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk1_2/
tm/v1d2gettingstarted.as
have fu

Ro
"Rasmus" <microsoft.com> wrote in messag
news:com.. 
one Customer record, get the data via XML and then format it and show it i
a aspx page that I can link to 
programming? I'm a beginner in this area, so a sample file would be great 
need to make specific setup for this 
and show it the way I want to 

Clustered Exchange Servers and the Exchange Router

Posted: 13 May 2004 10:01 PM PDT

Update - Talked with Exchange and CRM support today and they basically said what was said here and by others, that clustered Exchange servers are not supported in this version but adding a gateway server in front of it will work. Of course this introduces a single point of failure which is why they had the clustered servers to begin with. At the end of the day, it was decided to turn off the creation of the GUID altogether since it seemed more palatable to the client than the other 'issues' with how email is tracked in CRM to begin with. (Not tracking replies of replies if done using Outlook since the custom outlook form is only used with new emails among other isssues). There's more to this story that's not suitable for print but I'll save that for another day ..

----- Peter L wrote: ----

One work-round may be to set up another Exchange server as a front-end, an
use the existing cluster as the back-end. Then install the CRM email Route
on the front end only. That should work and is more likely to be supporte

I am extremely interested in the result, as I have a client who is proposin
to use a clustered Exchange "back end" - but with added complication tha
the "front end" will be a network load balanced 2 node cluster. Please kee
us posted...

Peter


"RBeste" <com> wrote in messag
news:com.. 
send email out fine and it displays the GUID on the subject line and create
the appropriate closed email activity using both the browser and SFO client
The problem is that replies to these emails do not create the correspondin
activity records in CRM. The user gets the email in their inbox in Outlook
We're being told by MBS support that clustered Exchange Servers are no
supported and I just do not understand why this would matter. We've trie
and double checked every other DOCUMENTED prerequisite and tk to no avail
Has anyone out there successfully installed this in a clustered Exchang
Server environment 

batch update of entities

Posted: 13 May 2004 06:22 PM PDT

you should be able to convert it to vb.net

good luck and i would recommend testing on a test crm install rather than a
production system




"fred caldera" <microsoft.com> wrote in message
news:com... 
but rather old-vb-oriented...). I'll try to make some modifications and put
it to work. 

Customizing CRM 1.2 Home Page

Posted: 13 May 2004 06:04 PM PDT

David,

I've spent about $30,000 in consulting fees to have CRM integration done.
What I got from c360 was more robust and a lot cheaper. Definitely worth
the money. There is some room to customize the settings within the c360
offerings, but very limited. For example, you cannot change which columns
appear. Nonetheless, it's worth it.

Regards,

John

Outlook 2003 installation

Posted: 13 May 2004 02:01 PM PDT

As far as I can figure theres some problem were it can only make one
folder at a time. If you go in and out of outlook (about 15 times) it
makes all the proper folders and the problem goes away. I hope theres
a better solution for this because I need to install this on about 10
computers.

"Per Geert Nielsen" <microsoft.com> wrote in message news:<cde101c4395e$e4e49070$gbl>... 

Removing the e-mail GUID in version 1.2

Posted: 13 May 2004 12:47 PM PDT

TechKnowledge
Steps to turn off the e-mail GUID after upgrading to Microsoft CRM 1.2
SUMMARY

A unique tracking number appears on the subject line of e-mail
messages composed in the Microsoft CRM system. This article describes the
steps you must take to turn off the e-mail GUID after upgrading to Microsoft
CRM 1.2.

MORE INFORMATION

In version 1.0, there is a hot fix available that adds a
MessageTagBehavior value in the registry on the Exchange Server where the
Microsoft CRM Exchange E-mail Router is installed. The hot fix allows a
Microsoft CRM Administrator to turn on or turn off the GUID in outgoing
e-mail messages. After you upgrade to Microsoft CRM 1.2, use the registry to
determine if any updates are necessary to turn off the e-mail GUID.

Important This article contains information about modifying the
registry. Before you modify the registry, make sure to back up the registry
and make sure that you understand how to restore the registry if a problem
occurs. For additional information about how to back up, restore, and edit
the registry, click the following link to view the article in the Microsoft
Knowledge Base:

http://support.microsoft.com/default.aspx?scid=kb;EN-US;256986

To check the registry value on the Exchange Server:

1. Click Start, click Run.

2. Type regedt32 in the Open: box.

3. Navigate to HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM.

4. You should find a registry key with a ValueName: MessageTagBehavior

5. If this key does not exist, create the key using the following
values:

Value Type: DWORD key value
Value Name: MessageTagBehavior
Value data: 0

6. If the Value data is set to Null or 1, the tracking number will be
attached to the subject line of the e-mail messages. If the Value data is 0,
the tracking number is not attached to outgoing e-mails.

7. Stop and restart the Microsoft CRM Exchange Queue Service for the
new setting to take effect.

If the e-mail tracking is turned off (value data is set to 0), the
Microsoft CRM system will no longer generate the unique tracking number. In
addition, this results in the loss of the Microsoft CRM system's ability to
automatically track incoming e-mail.


"Mike Nolet" <microsoft.com> wrote in message
news:cc3f01c43923$30d68420$gbl... 

Blackberries and synchronizing contacts

Posted: 13 May 2004 12:29 PM PDT

Heather

you said you have pulled some contacts from CRM into outlook. If you go into
the contact view in crm then go to Active Contacts you should see all the
data you have access to.

this data should transfer into outlook




"Heather" <microsoft.com> wrote in message
news:d2b801c439c1$b2748ab0$gbl...