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Microsoft CRM - Running CRM Outlook client on a terminal server

Microsoft CRM - Running CRM Outlook client on a terminal server

Running CRM Outlook client on a terminal server

Posted: 21 May 2004 03:56 AM PDT

"Mark Dutton" <com.au> wrote in message news:<16a501c43f22$480dfa10$gbl>... 

Sorry to say, but the Sales for Oulook will not run in a Term Serv environment.

Difference

Posted: 21 May 2004 12:09 AM PDT

Martin Gallagher wrote: 
Thanks! That's just what I was looking for!

--

I am Johnny!
I have a scooter, how about you?

user manager server unavailable

Posted: 20 May 2004 08:26 PM PDT

When you install CRM, the userid you are currently logged in as will get
automatically added to CRM as a user. However, it is ot assigned a license.
So, first you need to log into the web app and assign a license. This is
covered in the Implmentationg Guide.

Matt Parks

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On Fri, 21 May 2004 09:33:53 -0400, "Naynesh Patel" <com>
wrote:

The CRM Server is part of my AD Domain, and I am logging on with Domain
Administrator ID - I have confirmed that this user is part of the local
administrator group.

SQL is running on the same server and using Domain authentication.

Where would I assign the role in CRM if I cannot get to user manager?

thanks
Naynesh
"Martin Gallagher" <com.nospam> wrote in message
news:com... 
verifies the following privileges. If one of the following conditions is
not met, Deployment Manager will not initialize: 
Server. 
logged on user is a Local Administrator on the Microsoft SQL Server. 
Microsoft CRM. 

BTW... I think I got Exchange clustering to work with the router...

Posted: 20 May 2004 02:52 PM PDT

Interesting. I actually suspected it might be something easy to actually do,
but haven't had the time to play with it. I take it you tested both nodes with
send/receive w/o problems?

Just out of curisity, where did the home directory point to originally?

Matt Parks

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On Fri, 21 May 2004 14:40:43 -0500, "Jake Horn" <com>
wrote:

Ok...

No worries, it is really easy. I was suprised to be honest.

I set up a test active/passive cluster for exchange (figuring out how to do
this was the hard part)

I then set up exchange first on both nodes. On node 1 copy the path of the
home directory to the virtual server into notepad and point it to the
C:\inetpub\www directory. Next install the router on the exchange virtual
server. This will point CRM to the right IP.

Next, reset the virtual server home directory to the original value.

Do this same thing on node 2. Once I did this I had no issues with failover
and sending and recieving worked fine.

I suggest testing this to see if I am wrong, I haven't tested it much
myself, but my initial tests went as planned.

Jake

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

From where comes adventure-works.com?

Posted: 20 May 2004 02:48 PM PDT

Tim,

The installation guide assumes you have setup a complete environment just for
the sample data. It doesn't matter where in AD you create that OU. You can put
it anywhere, as long as you select that same OU during the install.

Matt Parks

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On 20 May 2004 14:48:44 -0700, com (Tim Jowers) wrote:

About to try my third install of CRM Server 1.2 because the sample app
will not install. The docs say

Installing and Configuring Microsoft CRM
Create the OU for the Microsoft CRM organization

1.
From AD01, on the Start menu, point to Programs, point to
Administrative Tools, and then click Active Directory Users and
Computers.

2.
Right-click adventure-works.com, click New, and then click
Organizational Unit.


but in our Exchange server we have no adventure-works.com domain.


Where/how does that get setup?

Thanks,
TimJowers

CRM install on SBS2003

Posted: 20 May 2004 01:01 PM PDT

Thanks for the tips Edwin.
 
the Standard 
Sharepoint intranet 
SP3a before loading 
instructions. By default it will 
manager. 
the CRM site in IIS 
Access and the 
new IP address. This 
http://crm . Localhost is 
in message 
server 
SERVERNAME\SBSMONITORING 
any 
monitors 

Can't log on

Posted: 20 May 2004 12:10 PM PDT

DUH!

Thanks, Gary

JM

"Gary" <NOSPAM.com> wrote in message
news:%phx.gbl... 
..........disable........it.....................an d............all........... 

Workflows and Templates

Posted: 20 May 2004 09:15 AM PDT

Might be a dumb question, but is the "Template Type" for the missing templates
set to Contact?

Matt Parks

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On 20 May 2004 09:15:12 -0700, com (KBLawson) wrote:

If I choose Email Templates from the Settings menu in the Web client I
see the several dozen templates we've created.

When I try to set up a workflow for 'Send email', and then click on
Template it only gives me two (for Contact). The two generic ones
that came with CRM - "We haven't heard from you" and "Upcoming
Industry Event", but not the self-created ones.

Does anyone know how I select those or why they are not appearing?
There are set to "Viewby by Organization" just like the default ones
are.

Fatal error during email router installation

Posted: 20 May 2004 01:41 AM PDT

Thanks for tip but I have checked before. It is running.
 
on the CRM server. 

Activity Customisation:Repost

Posted: 19 May 2004 08:47 AM PDT

I think I answered your previous post... sorry for the
delay (caught a nasty flu)... If the fix doesn't work, let
me know.

Good luck!