Pages

Search

Microsoft CRM - CRM 1.2 and Change Domain

Microsoft CRM - CRM 1.2 and Change Domain

CRM 1.2 and Change Domain

Posted: 10 Jun 2004 01:33 PM PDT

This tool is what you need. The CRM Redeployment tools. These tools can
definately take a crm system from one active directory to another. In fact
Microsoft have told me that they could package up my entire CRM system using
this tool then bring it into their test domain if i needed advanced
troubleshooting. Microsoft also told me that it is VERY important to follow
all the guidelines in the tool and do not try to take shortcuts

here is the link

http://www.microsoft.com/downloads/details.aspx?FamilyID=bfced393-61db-49af-9a50-4a90b311fa7d&DisplayLang=en#filelist



"Sylvain Bélanger" <ca> wrote in message
news:phx.gbl... 
is 
Migration 
doing 
key 
if 
Windows 
need 
? 

Install tips

Posted: 10 Jun 2004 01:22 PM PDT

Simple tip

read the implementation guide and follow what it says. If this is your first
install you may want to set up a test domain using virtualpc and do a test
install on that setup before deploying on your production servers.


"gavin" <microsoft.com> wrote in message
news:BCEE8197.7FC%microsoft.com... 

Can teams own records ? Inconsistency between several documents (CRM installation & Customisation exam)

Posted: 10 Jun 2004 07:51 AM PDT

Teams cannot own records. Only users can own records. In the
application you can look at the owner field, it will always be a user
name. Records can be shared with teams. Hope that helps.

"Koen" <com> wrote in message news:<40c8759d$0$8393$skynet.be>... 

Exchange Server and CRM

Posted: 10 Jun 2004 07:04 AM PDT

The default port for your CRM webserver. Typically this is port 80.

Matt Parks

----------------------------------------
----------------------------------------
On Thu, 10 Jun 2004 10:04:56 -0700, "com"
<microsoft.com> wrote:

What port should I be looking for?
The Bridge head server is on a DMZ network so it's
blocking a lot of trafic so which one should I look to
open 
on your Exchange servers. 
systems. That could be why 
variety of other possible 
router on whichever box is 
from others, the router 
anti-virus software also 
be sure. 
0700, "com" 
a 
a 
not 

Remote users

Posted: 10 Jun 2004 04:22 AM PDT

Microsoft actually recommends that the first go offline is performed on your
office network as that is the one that takes the longest. However of course
you can do this over VPN but keep in mind that the sync could take at least
an hour maybe two. minimum dsl connection would have to be at least 512k
however these days anything over 1mb is good. There is no whitepaper
discussing this as it involves so many factors such as network speed, crm
server speed, client computer speed etc.




"Marlen" <com> wrote in message
news:phx.gbl... 
take 

Quantitydecimal undefined

Posted: 10 Jun 2004 03:34 AM PDT

Pete,

There are built-in scripts in the app that rely on some of the fields. It
sounds like you removed the quantity field from the form, which is needed by one
of these scripts.

Matt Parks

----------------------------------------
----------------------------------------
On Thu, 10 Jun 2004 03:34:05 -0700, "Pete at CRMbase dot co dot uk"
<microsoft.com> wrote:

I'm having a couple of problems with the export and
import of a customisation. I've added some custom fields
and removed other fields from the forms. The
customisation on my system works but I get an error on
the product form which when displayed says
quantitydecimal undefined. The fields is displaying and
working so I'm not sure if this is a serious error or
not. The second problem is that when I import the
configuration to another CRM server the customisation
forms lose all the display of fields, tabs and sections -
although they are present and can be double clicked to
show their properties. Anyone seen this before ?

Unable to do duplicate checking on accounts and contacts in M CRM1

Posted: 09 Jun 2004 02:56 PM PDT

If you need duplicate checking during data migration, use Scribe Insight at
www.scribsoft.com

Peter


"Talei" <microsoft.com> wrote in message
news:com... 
as I want. There is no duplicate checking. Is that part of the functionality
of Microsoft CRM1.2 or am I missing something. Do I need to configure an
option? Its important as part of the project I am working on requires
duplicate checking 

Missing CRM Key error

Posted: 09 Jun 2004 02:27 PM PDT

Dean,

Did you install the Exchange router for CRM? That's usually the problem.

Matt Parks

----------------------------------------
----------------------------------------
On Wed, 9 Jun 2004 14:27:38 -0700, "Dean Schauer"
<microsoft.com> wrote:

I have installed Microsoft CRM 1.2 and it seems to be
working fine. I tried to create an email within the
browser version (not via outlook) and get an error
message that says: Communications error: Missing
Microsoft CRM key. Any idea what I may have done wrong
on the install?

CRM Uninstall

Posted: 09 Jun 2004 01:08 PM PDT

try this from previous posts, I had to manually remove CRM
keys as described below:
Removing CRM Sales for Outlook is not just a case of
Add/Remove Programs. You need to remove entries from the
registry in certain cases. See the details below:

Determine your Sales for Outlook version.

1. Open Microsoft CRM Sales for Outlook.

2. Click on CRM Shortcuts and select the CRM (Home Page)
link.

3. Within the CRM Home view pane click Help and click
About Microsoft CRM.

4. Verify the version number.

If you are using Microsoft CRM Sales for Outlook version
1.0.3017.1 or version 1.2.3297 use the following steps.

1. Click Start, point to Settings, click Control Panel,
and then double click Add/Remove Programs.

2. Click on Microsoft CRM Sales for Outlook and click
Change/Remove. Wait for the wizard to finish.

3. Once step 2 is complete click on Microsoft SQL Server
Desktop Engine (CRM) and click Change\Remove.

4. Close the Add/Remove Programs Window.

5. In the Control Panel window opened in step 1 double
click Administrative Tools and double click on Services.

6. Find the MSSQL$CRM Service.

7. Right click on the service and choose Stop.

8. Close the Services Window.

9. Right click on Start and click Explore.

10. Navigate to C:\Program Files\Microsoft SQL Server.

11. Right click on the MSSQL$CRM directory and choose
Delete.

12. Navigate to C:\Program Files\Microsoft CRM.

13. If it exists right click on the Client folder and
choose Delete.

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

256986 Description of the Microsoft Windows Registry

WARNING If you use Registry Editor incorrectly, you may
cause serious problems that may require you to reinstall
your operating system. Microsoft cannot guarantee that you
can solve problems that result from using Registry Editor
incorrectly. Use Registry Editor at your own risk.

14. Click Start, click Run.

15. In the Run window on the open line type Regedit and
click OK.

16. In the registry editor navigate to
HKEY_Local_Machine\Software\Microsoft\Microsoft SQL Server.

17. Right click on the CRM under the Microsoft SQL Server
Key and choose Delete.

15. Navigate to
HKEY_Local_Machine\Software\Microsoft\MSCRM.

16. If the MSCRM key exists, right click on it and choose
Delete.

17. Close the registry and restart the client machine.


If you are using Microsoft CRM Sales for Outlook version
1.0.3017 use the following steps.

1. Click Start, point to Settings, click Control Panel,
and then double click Add/Remove Programs.

2. Click on Microsoft CRM Sales for Outlook and click
Change/Remove.

3. Wait for the wizard to finish.

4. Close the Add/Remove Programs Window.

5. In the Control Panel window opened in step 1 double
click Administrative Tools and double click on Services.

6. Find the MSSQL$CRM Service.

7. Right click on the service and choose Stop.

8. Close the Services Window.

9. Right click on Start and click Explore.

10. Navigate to C:\Program Files\Microsoft SQL Server.

11. Right click on the MSSQL$CRM directory and choose
Delete.

12. Navigate to C:\Program Files\Microsoft CRM.

13. If it exists right click on the Client folder and
choose Delete.

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

256986 Description of the Microsoft Windows Registry

WARNING If you use Registry Editor incorrectly, you may
cause serious problems that may require you to reinstall
your operating system. Microsoft cannot guarantee that you
can solve problems that result from using Registry Editor
incorrectly. Use Registry Editor at your own risk.

14. Click Start, click Run.

15. In the Run window on the open line type Regedit and
click OK.

16. In the registry editor navigate to
HKEY_Local_Machine\Software\Microsoft\Microsoft SQL Server.

17. Right click on the CRM under the Microsoft SQL Server
Key and choose Delete.

15. Navigate to
HKEY_Local_Machine\Software\Microsoft\MSCRM.

16. If the MSCRM key exists, right click on it and choose
Delete.

17. Close the registry and restart the client machine.

 

outlook offline - another problem

Posted: 09 Jun 2004 01:08 AM PDT

Hi,

Is CRM on Win 2003 -> then call Microsoft support for hotfix 834859 (see
also --> google --> search 834859)
Had the same problem and it was solved with this (the client was WinXP with
Office 2003)


"Jean-Nicolas" <com> wrote in message
news:google.com... 
issue! 
news:<phx.gbl>... 
of 

Post-Callouts Help

Posted: 08 Jun 2004 10:57 PM PDT

Neil,

If you pull all the code from the MSDN article and perge it together into one
module, and use the SQL scripts provided, it will work. It just takes some
patience and time.

Matt Parks

----------------------------------------
----------------------------------------
On Wed, 9 Jun 2004 07:57:23 +0200, "Neil Hayes" <syspro.com>
wrote:

Hi All,

From reading the various postings I gather lots of people have had problems
with getting post-callouts to work, some of us have made errors in the GUID
used etc. I my self have tried to be carefull and make sure that I've none
every thing by the book and yet my Post-Callout fails to fire.

I've asked my local MS to help, but they are just asking one-liner questions
per day..... I could see this going on for a month before I get a working
concept.

So can I ask.....Please Would someone ZIP up a working solution as well as
the SQL script to use against the meta base and email it to me or post it on
this newgroup. That way I've eliminated all coding errors etc.

I don't mind if the example, writes to the MSMQ/ File or even says 'Hello
World' in the NT Event log, but I need to get started somewhere!

The only SQL script I've seen to use against the meta base for example,
referes to a column IsEnabled.....it seems in version 1.2 this column does
not exist or has changed to IsEnable, yet my questions to the local MS
office don't say 'Yes' or 'No'.

These where the links I used.

http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm/html/mbs_crmpostcallouts.asp

http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm1_2/html/mbs_crmcstmintpostcallouts1d21.asp


Regards

Neil
co.za

Column Labels on Views

Posted: 08 Jun 2004 07:31 PM PDT

Check that both labels were changed on the form... I've
hijacked other fields "industry" into "type" with no
problem...
 
which  
manager,  
Name 
way