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Microsoft CRM - CRM for Outlook Installation

Microsoft CRM - CRM for Outlook Installation

CRM for Outlook Installation

Posted: 24 May 2004 11:31 AM PDT

don't know if this will help but its the best match so far on the
TechKnowledge:
http://mbs.microsoft.com/TechKnowledge/techknowledge.asp?print=true&id=35601&code=7842

TechKnowledge
"Setup was unable to find an instance of the Microsoft CRM
server components" error message when installing the Microsoft Business
Solutions CRM (Microsoft CRM) Sales for Outlook client


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Document ID: 35601
Date Created: 4/30/2004
Date Last Modified: 5/17/2004
Language: English - United States
Country: All
Product: Microsoft CRM
Versions: 1.2
Modules: Microsoft CRM Sales for Outlook

SYMPTOMS

When installing the Microsoft CRM Sales for Outlook client, you
may receive the following error message:

Setup was unable to find an instance of the Microsoft CRM server
components.

CAUSE

This happens because the Microsoft CRM Sales for Outlook
installation cannot see that there is a Microsoft CRM Server installed in
this environment.

RESOLUTION

Enable network connections to Automatically Detect Settings:

1. Launch Internet Explorer, point to Tools, and click on
Internet Options.

2. Under the Connections tab, click on the LAN Settings button.

3. In the Local Area Network settings window, check the checkbox
next to Automatically Detect Settings.

4. Close Internet Explorer, and start the installation of the
Microsoft CRM Sales for Outlook client again.



"Ian" <microsoft.com> wrote in message
news:1192101c441d8$dea8c3c0$gbl... 

Product Form Customization

Posted: 24 May 2004 06:55 AM PDT

In Microsoft CRM, there are some fields on all Entities that are required, no matter which Required Level you change the field to. This field is typically used for other events that can be driven from Workflow, etc. This field is not a unique identifier in the database, but is a requirement on the associated views in the application

So it looks like you cannot remove these fields.

Leads to Accounts --> Map Territory?

Posted: 24 May 2004 04:26 AM PDT

No, you really can't. But you can add a Territory
picklist field to BOTH Leads and Opportunities, and as
long as you associate the same values with the same
numbers, and add thoes fields in the mapping section,
they will map just fine.

I personally see very little utility in the CRM Territory
field, precisely because they inexplicably chose not to
add it to the Lead object.

HTH,
Dave 
Territory and have it map to the Territiry Lookup in
Accounts? 

Hide The Object Link at Left Hand Side of Application

Posted: 24 May 2004 03:33 AM PDT

If you don't want users to have access to those object
(possible reason for hiding them) then remove their
privileges. Then they won't see the buttons.

Just a thought.
 
add additional buttons using the isv.config file. The
base pages are specified in the core .aspx pages but
modifying these is an unsupported feature due to the
upgrade process. 

Email from workflow

Posted: 23 May 2004 12:56 PM PDT

Couple of thoughts:
1) I believe you should be able to do this by using the
Post URL workflow action. The web page should be able to
do queries against the account object to determine the
owner, and use the SDK to send a CRM email. (I almost
have this working ;-)

2) The workflow rules that update an account field value
when a case is created should still work, as long as you
reset the value of that field as part of the rule that
sends the email. Each case will fire an indepedent
workflow rule, so could be used to continually fire
emails.

The problem with approach #2 is that you can't grab any
attributes of the case in your email, which you can with
approach #1.

HTH,

Dave 
customer, send an email to 
send an email to the 
who has opened the 
service case is opened 

CRM Training Kit

Posted: 23 May 2004 08:29 AM PDT

I have had a reply and basically those files are only available as part of a classroom image. They are in the main part just sample files to complete the labs. All the others files and tools should be available via the DMF Guide.

Dynamically change pick lists?

Posted: 22 May 2004 03:45 PM PDT

Thanks Dave for the response.

I don't know Java scripting. What is a good way to start learning Java
scripting ? Any books, courses ? Can you please advise.

"Dave Carr" <microsoft.com> wrote in message news:<1193101c441be$6126c920$gbl>... 

lead to contact mapping

Posted: 22 May 2004 03:36 AM PDT

Thanks.

Is there any way to make leads account centric rather than contact
centric without the use of the SDK?

Assign contact

Posted: 21 May 2004 01:18 PM PDT

After posting my question, I realized that there can be only one owner
for a contact and doing assign changes the ownership. Basically, I
want to share and MSCRM allows to share multiple contacts. Now, I want
to view the shared contacts. I am new to MSCRM customization. Can
someone please tell me the steps to create a new view. I tried
creating the view from the customization tool but I didn't know what
filter condition to give for shared contacts. Also how does it show up
in the client. Can someone please give me high level steps to create a
new view.

Thanks.

"kat" <microsoft.com> wrote in message news:<1063e01c43f72$633d7450$gbl>... 

Multiple level drop down boxes customization

Posted: 21 May 2004 09:22 AM PDT

Peter, I am looking for a workaround which I can implement myself

"Peter L" <co.uk> wrote in message news:<#phx.gbl>... 

Checkbox customization question

Posted: 21 May 2004 09:19 AM PDT

Thanks Martin and Dave. I liked the idea of creating check boxes as
boolean data types. So, for each profession there will be two radio
buttons. Right ?

The customer wants to see them as check boxes on the form. Is there a
way to show as check box on the form ?

"Dave Carr" <microsoft.com> wrote in message news:<116f401c441bf$b822e4b0$gbl>... 

Revised Requirements for CRM Certification

Posted: 21 May 2004 03:52 AM PDT


"Matt Parks" <com> wrote in message
news:com... 
https://mbs.microsoft.com/partnersource/communities/cpp/CertificationRequirements.htm 

Confusion and contradiction all round.....
Received this email from MBS:

I want to make you aware of that CRM accreditation becomes a great deal more
complicated and convoluted after the end of June.



Currently the requirements for becoming certified are low (see document -
more than one person through 3 exams/sign CSA agreement). With the
introduction of the MBS competency (July 2004) to MSPP the bar will be
raised (5 exams and 3 references). Additionally if you do become certified
prior to the 30th June you will be grandfathered into MSPP (Microsoft
Partner Program) meaning they will immediately have access to all Certified
CRM partner benefits, including: