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Microsoft CRM - CRM 1.2 Demo License problem

Microsoft CRM - CRM 1.2 Demo License problem

CRM 1.2 Demo License problem

Posted: 12 Jun 2004 09:00 AM PDT

Hi Edwin,

Thanks for that. It's more relevant than you know ;-), as at present the
client has an accounting app (Accpac Enterprise) with pervasive.sql back
end, 15 users hitting Accpac. It's too bad that Accpac is on pervasive
because that complicates things; but that was an inherited application prior
to SBS.

They are considering moving Great Plains, but we're trying to satisfy an
immediate need for CRM first - moving to Great Plains at some later date,
using the integration as a primary motivator.

The goal is SBS, TS hosting user desktops, CRM and Great Plains. Their
current server will make a fine TS box, we're hoping to do this with not
more than 2 servers. It's a design challenge that I don't have much
experience with.

Not helping, is that there seems to be a push by CRM and Great Plains into
the SB and specifially SBS marketplace, but there is some disconnection when
one sees 'not supported' if you put all three in the same sentence.

I'd love to team with a CRM/MBS partner, but in this corner of the world it
isn't looking good just now. Perhaps SBS is going to be the odd man out, but
I hope not.

--
Les Connor [SBS MVP]
-------------------------------------
SBS Rocks !



"Edwin Garst" <epconsystems.com> wrote in message
news:%phx.gbl... 
SBS 
certification 
like 
documentation. 
be 
traffic. 
w2k3 
is 

How to view opportunities by Sales rep?

Posted: 11 Jun 2004 01:11 PM PDT


Perfect!
Thanks!
Hank
 

Access CRM by the internet.

Posted: 11 Jun 2004 12:54 PM PDT

Yes you can access CRM by the internet.
Users are able to point their browser to the url. They
will be prompted for a username and password.

Some pre-requisites

1. Create a host header for your CRM website in IIS.
[Start, programs, administrative tools, Internet
Information Services Manager.]
(IIS needs to know what people will call it from the
outside world. For development we have no static ip. So we
use no-ip.info... so in IIS right-click on the website,
select properties, from the general tab select the
advanced button, click add. From the drop down list select
the ip of the server, port 80 and then enter the public
URL. Ours is "ourcompany.no-ip.info".

2. Create a DNS entry for the host header on the server
that is running CRM.
DNS needs to know that ourcompany.no-ip.info lives here
locally. [Start, programs, administrative tools, DNS]
Expand your server, then forward looup zones, then click
on your domain. From the tool bar select action, New Host
(A). For name put, your company.no-ip.info, enter the ip
address of the CRM server and click add host. or whatever
your url is.

3. Make sure that you forward the correct ports on your
router to the CRM server.
(In my router I got away with only forwarding port 80 to
the CRM server.

4. Tell your reps to disable any pop up stoppers. They
will prevent CRM from opening in their browser. They will
see the log on screen, but whe it tries to open it will
just disappear.


 

View Notes list/activities in Information tab

Posted: 11 Jun 2004 10:32 AM PDT

Another way of doing this is placing a link to the
Activities and Notes report somewhere on the tab or forms
in question. Accessing a report via a url was covered in
this forum a while back.

HTTH

Gill 
the 
item. 

DMF versus Import leads

Posted: 11 Jun 2004 09:30 AM PDT

Yes, the simple contact/lead import does allow you to map
to custom fields. HTH,
Dave
 
yourself 
Are 
utility ? 
seems 

Data will not synchronize to Outlook Sales

Posted: 11 Jun 2004 08:20 AM PDT

Only forms customization synchs. No data at all.
Accounts, leads, contacts. If I enter a contact in
offline mode to test, nothing goes up to the server. I
am doing this with Administrator settings and in the
correct company (only one). No errors occur. By what I
can see, it just says "no data to merge".

Ed 

CRM 1.2, SBS 2003, Sharepoint Companyweb

Posted: 11 Jun 2004 03:52 AM PDT

I met the same need in a less elegant but very simple way by adding a new IP
address to the network adapter and installing CRM on a new IP address -
completely separate from SBS though both on same box. So far works
absolutely fine - not sure what (if any) implications there will be in terms
of new sharepoint integration in the recently announced CRM 1.2 Feature
Pack.

Regards

Roger

"SD" <microsoft.com> wrote in message
news:1b3fe01c44fec$fc73cc20$gbl... 

Backup Strategy

Posted: 11 Jun 2004 02:45 AM PDT

Thanks very much.


<microsoft.com> wrote in message
news:1b7b401c44fff$2a8dd710$gbl... 

Problem about Sample Database

Posted: 11 Jun 2004 02:16 AM PDT

I got the license from Microsoft Technet
http://www.microsoft.com/technet/prodtechnol/mscrm/mscrm1/m
aintain/20_samdb.mspx
I tried to install following the step but I found the
error as I told.
What should I do ? or how to install the sample database ?

 
message 
Works 
when I 
http://www.microsoft.com/technet/prodtechnol/mscrm/mscrm1/m 
when you are 
guess. It sounds like 
license. Where did you 

CRM backup and restore

Posted: 10 Jun 2004 08:35 PM PDT

No, not the GUIDs.
Every item in the database has something called a
Security Descriptor. This has to do with the integration
with AD. Every user in the AD has a unique number (not a
GUID though.). This identifier is reused in mscrm. (this
is what MS mean when they say that they "leverage AD
security." :-P )
When you create a new AD structure, like Mike did, all
users will have IDs that won't match with the user
identifiers in ms crm. This is where the Redeployment
Tools come in handy. They simply recalculate every single
Security Descriptor in the database to match the new AD
structure.

A somewhat simplified description, but you get the
general idea.

Best Regard,
Benny Olsson 
message 
to an DC? If yes, 
use the redeployment 
users and then added 
databases, the GUID's 
errors? Im no expert and 
me. 

Ssecurity descriptors could not be adjusted after a privilege change

Posted: 10 Jun 2004 12:59 PM PDT

Dave,

Thanks for your reply.
Our CRM implementation is in a relatively early stage of implementation.
Yes - these errors are occurring on a production box.
We don't have a tremendous amount of data in the DBs as of yet:
approx 200 accounts;
approx 130 contacts;
approx 20 incidents.
About 1 month ago, we moved the DBs to a new DB Server - and things haven't
been right since.
Fortunately, all the accounts were moved in using the DMF, so we'll likely
rebuild the environment rather then burn an incident.

Thanks again.
Tim D

<microsoft.com> wrote in message
news:1b1fe01c44f30$05fe6880$gbl... 

Masking fields in CRM

Posted: 09 Jun 2004 09:47 PM PDT

OnChange would be the way to go (i think), but i don't know if you can
disable a field....
Could be possible.


Koen

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

Export reports to pdf file?

Posted: 09 Jun 2004 02:36 PM PDT

We will have a relatively large number of users who do not
have Acrobat. I know there is a Crystal module that
exports to pdf. We have Crystal, but I don't know how to
get that functionality into the CRM version of Crystal. 
the read), can't 
Another route is to 

Problem with SDK sample code

Posted: 09 Jun 2004 01:00 PM PDT

Well it is curious that there is such a difference in the
SDK code between 1.0 and 1.2 but it turns out the help
inlcuded in the downloaded 1.2 SDK has the same code that
is in the online help for the 1.0 SDK.

When I tried the code in the online 1.2 SDK as you posted
below, I just received a different error message.

Makes me wonder if someone at Microsoft has actually run
this code.
 
the fetchxml part ie 
("<fetchxml><fetch><", 
attributes /></entity", 
you get this 
mapping='logical'><entity 
see if you can fix 
message 
CRM 
The 
and 

Error adding contacts under Accounts

Posted: 09 Jun 2004 11:01 AM PDT

Yes, if adding to the schema is what you are referring
to. What's your thinking?
 
to the app? 
<microsoft.com> 
0x80040E2F.