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Microsoft CRM - Upgrade CRM 1.2 And Custom

Microsoft CRM - Upgrade CRM 1.2 And Custom

Upgrade CRM 1.2 And Custom

Posted: 11 May 2004 11:37 AM PDT

Thanks

 
isv.config and web.config 
Everything else was left 
message 

SFO and 500 Internal Server Error

Posted: 11 May 2004 09:26 AM PDT

Yes, it works fine from the Web and on other users systems that it was
previously installed on.

Josh Neta


"John" <com> wrote in message
news:O7E%phx.gbl... 
rebuilding 
the 
have 

How configure exchange to convert all incoming emails in CRM activities?

Posted: 11 May 2004 06:05 AM PDT

This is the procedure to be able to receive email in the
CRM. I want know who additional configure is necessary to
convert ALL incoming emails to CRM activities. The router,
by default, get only replys to emails activities, right?

Or install the router is the unique procedure necessary to
convert all incoming emails in activities?

Thank you for pay attention and help me.
[]'s
Vinícius Pitta Lima de Araújo 
I  

Account specific Crystal Report (from navbar)

Posted: 11 May 2004 05:31 AM PDT

a quick note: you will need a patch to be able to pass variables from the
CRM browser the Crystal, just search CustomerSource, or browse this
newsgroup, the direct link was given a while back

-Gary

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

customization (repost)

Posted: 11 May 2004 03:03 AM PDT

Hi Joan:

If you look in the SDK documentation under How to->Create a child business
unit there is a step-by-step example of retrieving this info...

John.

"joan" <microsoft.com> wrote in message
news:b4d201c43759$657a08d0$gbl... 

Workflow Help

Posted: 10 May 2004 08:49 PM PDT

We don't have anything nailed down for sure, but I know we will want to change things up a bit. I am just in the gathering info stage right now and are looking for better resources that what Microsoft provides in partner guides.

Picklist Default Values ?

Posted: 10 May 2004 01:33 PM PDT

com (SuperSonic Steve) wrote in message news:<google.com>... 


Here's a potential solution that I found.

Use the XSL stylesheets used to present the Opportunity forms (they're
located under wwwroot in the _xslfiles folder) to navigate to the
default value as its presented to the user, then use the Update method
of the opportunity object to update the opportunity with that value.
This has the effect of committing the default value to the
opportunity, which is fine since that value already appears to the
User as though it has been committed.

If you don't hear back from me, then it worked.

Correct Newsgroup for Navision Questions?

Posted: 10 May 2004 01:31 PM PDT

Thanks! I was entering this newsgroup through the MS
website.. Didn't think to use a newsreader
 
<com> wrote: 
Navision? 
Solutions 

Link contact to multiple accounts

Posted: 10 May 2004 01:22 PM PDT

Can I not add a custom one to many relation from contact to account.

"kb" <microsoft.com> wrote in message news:<afa201c436d0$433bb360$gbl>... 

Associating Competitors to an Account

Posted: 10 May 2004 12:24 PM PDT

Thanks for the info ... we'll look into it.

- Chad Weber

 

Sales For Outlook crashing Hard.

Posted: 10 May 2004 11:39 AM PDT

Hi Rick:

Ah, ok.

Please be sure to post the solution!

John.

"Rick" <com> wrote in message
news:phx.gbl... 
I 
debug? 

Customizing Activities\History LIst

Posted: 10 May 2004 11:37 AM PDT

Also, can get to the form by:

Tasks:

http://crm/tools/formeditor/formeditor.aspx?
objecttypecode=134

To get to other forms, substitute the "134" above with the
code below...

ObjectTypeCode ObjectName
1 Account
2 Contact
3 Opportunity
4 Lead
5 Annotation
8 SystemUser
9 Team
10 BusinessUnit
112 Incident
121 WFProcess
122 WFProcessInstance
123 Competitor
126 DocumentIndex
127 KbArticle
129 Subject
130 CompetitorContact
132 BusinessUnitNewsArticle
134 Activity
135 ActivityParty
136 FaxActivity
137 PhoneCallActivity
138 EmailActivity
139 ChatActivity
140 IncidentResolutionActivity
141 LetterActivity
142 AppointmentActivity
145 OpportunityCloseActivity
146 QuoteCloseActivity
147 OrderCloseActivity
150 UserSettings
1001 ActivityMimeAttachment
1003 InternalAddress
1004 CompetitorAddress
1005 CompetitorContactAddress
1006 CompetitorProduct
1007 CompetitorRevenueReport
1010 Contract
1011 ContractDetail
1013 Discount
1016 KbArticleTemplate
1017 LeadAddress
1019 Organization
1021 OrganizationUI
1022 PriceLevel
1023 Privilege
1024 Product
1025 ProductAssociation
1026 ProductPriceLevel
1028 ProductSubstitute
1036 Role
1037 RoleTemplate
1038 SalesLiterature
1039 SavedQuery
1043 StringMap
1051 SystemUserLeadAssignment
1053 TeamLeadAssignment
1055 UoM
1056 UoMSchedule
1061 WFAction
1062 WFActionLog
1064 WFCondition
1065 WFEventLog
1066 WFParameter
1067 WFRule
1068 WFRuleLog
1069 WFStep
1070 SalesLiteratureItem
1071 CustomerAddress
1075 StatusMap
1080 DiscountType
1081 IncidentEntryActivity
1082 KbArticleComment
1083 OpportunityProduct
1084 Quote
1085 QuoteDetail
1086 UserFiscalCalendar
1088 SalesOrder
1089 SalesOrderDetail
1090 Invoice
1091 InvoiceDetail
2000 AnnualFiscalCalendar
2001 SemiAnnualFiscalCalendar
2002 QuarterlyFiscalCalendar
2003 MonthlyFiscalCalendar
2004 FixedMonthlyFiscalCalendar
2010 Template
2011 ContractTemplate
2012 UnresolvedAddress
2013 Territory
2014 MailingList
2020 Queue
2027 License
2028 TrackedItemHistory
2029 QueueItem
3000 IntegrationStatus

 

Powerpoint Picture Toolbar

Posted: 10 May 2004 11:23 AM PDT

it's minimised. There should be a tiny line to the right of the screen drag
on this and it should be the toolbar...

Problem removing license from user

Posted: 10 May 2004 11:06 AM PDT

Peter,

You can manually remove the record from the SystemUserLicense table, ut you
should be careful to make sure you remove the correct record. You will need to
lookup the userid in the SystemUserBase table.

Matt Parks

----------------------------------------
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On Mon, 10 May 2004 11:56:07 -0700, "Peter"
<microsoft.com> wrote:

I tried that and it didnt work. As I said in my first message, I cannot remove
the license from the user by using "-Manage Licenses, and remove licenses.". An
exception occurs all the time, whether disabled or not.

Any other recommendations?

converting to accounts

Posted: 10 May 2004 10:20 AM PDT

Mike,

The product has mappings to do this out of the box. When you convert the lead
though, you need to create both an Account & a Contact.

Matt Parks

----------------------------------------
----------------------------------------
On Mon, 10 May 2004 13:20:00 -0400, "mikieg_99"
<etypemedia.co.uk> wrote:

Hi,
When I convert from a lead or opportunity into an account, I lose all my
contact info.

Ideally I'd like to be able to map this directly into one of the contact
records within the account.

Is this possible?

Thanks in advance!

post action

Posted: 10 May 2004 09:37 AM PDT

Ron,

There was no suggestion for your first question. What you want to do is not
currently supported with CRM.

Based on what you are saying, there also is no support for refreshing the screen
in the manner you describe.

Matt Parks

----------------------------------------
----------------------------------------
On Tue, 11 May 2004 08:01:40 -0700, "Ron" <net> wrote:

hi Matt,

the thing is that in my application I validate the data that the user gave,
and there are cases I delete the entry the user added.this is the reason I
want to refresh the page (so the user will not see the entry he added since
it had already been deleted).
as for my first question, I didn't actually understand your suggestion: I
trigger the application from the workflow but when I create a message box it
doesn't display.
anyhow,
thank you very much.
Ron

"Matt Parks" <com> wrote in message
news:com... 
back 
There is 
nothing 
is 

Synchronization problems with CRM 1.2 in Outook

Posted: 08 May 2004 07:40 PM PDT

Hi guys,

Sorry for the lack of info. Here is the error message that
I've captured.

MSCRM Application Error report:

Error Message: An unhandled exception occurred during the
execution of the current web request. Please review the
stack trace for more information about the error and where
it originated in the code.

Source File:

Line Number:

Stack Trace Info: at System.Web.UI.Page.HandleError
(Exception e)

at System.Web.UI.Page.ProcessRequestMain()

at System.Web.UI.Page.ProcessRequest()

at System.Web.UI.Page.ProcessRequest(HttpContext
context)

at
System.Web.CallHandlerExecutionStep.System.Web.Htt pApplicat
ion+IExecutionStep.Execute()

at System.Web.HttpApplication.ExecuteStep
(IExecutionStep step, Boolean& completedSynchronously)

Hope this information is sufficient enough for you all to
help me. Thanks

Jeremy

 
messages you get 
synchronization 

Can I do this or do I need BizTalk server?

Posted: 08 May 2004 04:16 PM PDT

Dave,

If you get the Great Plains integration it comes with the BizTalk Partner
Edition which only allows integration between 2 systems. However, for what you
have described, you may need BizTalk.

You can write code against CRM w/o BizTalk and perform integration logic. There
are some sample articles at msdn.microsoft.com/businesssolutions. Also, check
out the SDK while you're there. It will give you some samples of how you can
add pages to CRM to display info from another DB.

Matt Parks

----------------------------------------
----------------------------------------
On Sat, 8 May 2004 16:16:21 -0700, "David F" <ru> wrote:

I am confused: does the Professional version of CRM have a "built-in"
version of the BizTalk server engine so that CRM can integrate/map with
external data? Or must BizTlak server be purchased separately?

Our goal is to use the CRM SDK to build custom forms in CRM that can access
time and billing information stored in SQL Server 2000. We will need to map
users and contacts in CRM to employees and clients in SQL Server and allow
the CRM users to view time charged to their clients in a custom CRM form.

Thanks for any input
Dave