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Microsoft CRM - email routing in CRM

Microsoft CRM - email routing in CRM

email routing in CRM

Posted: 07 Jun 2004 08:25 AM PDT

Salil,

Yes, CRM will support Exchange 2000. Was this an email alias that you were
previously using? If so, try re-booting your Exchange server. Even though
you've disabled the account, Exchange may be caching the account info and
treating it as still active.

Matt Parks

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On Mon, 7 Jun 2004 09:45:17 -0700, <microsoft.com> wrote:

Internal emails seem to work fine between CRM users. But
emails from outside do not come through. I was reading the
implemenation guide and on Page 217 (Document page number
191) it says that Exchange 2003 is a pre-requisite. We
have Exchange 2000. Does it matter - through out the
document they have been talking about EX 2000 and EX 2003
in the same way.

We want all our support emails to come into CRM as an
activity. We also followed instructions on Page 73
(document page 47).

Thanks for your reply,

Salil

 
CRM. Are you testing internal emails? Because the router
isn't triggered by internal emails, only ones coming from
outside. HTH 

Customization not showing in Outlook

Posted: 07 Jun 2004 06:11 AM PDT

Woudn't this be easier?

In order to refresh your form in Outlook please do the
following.
1. Please make sure that you are connected to the
domain via VPN.
2. Open Outlook.
3. Go to Tools / Options / Other / Advanced Options /
Custom Forms / Manage Forms / Click Clear Cache. (I don't
know if it this button cleared one cache for all forms, so
I selected the "Contact" form and then clicked the "Clear
Cache" button again - just in case.
4. Close Outlook.
5. Open Outlook
6. Once it is done connecting click the Contact
folder under CRM.
7. Once it is done thinking open a contact by
selecting and double-clicking it.

The layout that you see now in outlook should match what
you see in CRM via browser.


 
file in the same way you modified the isv.config. In
the /_Resources directory you should find an
OutlookClient_sample.xml which can be renamed. This file
will be copied to the client PCs and expose your buttons.
One thing, it seems that the pages only work when you are
online and won't work when offline. 

Security Roles

Posted: 07 Jun 2004 05:55 AM PDT

Got it!
Thanx!


"MattNC" <microsoft.com> wrote in message
news:com... 
looking at, has the security role stuff further down, starting at page 355,
it's entitled Appendix B, Security Role Tables. It looks to be the same
info. (BTW, that's page 355 as the document is numbered in its footer. It is
actually page 381 of 420 in Acrobat)

CRM for Pocket PC?

Posted: 06 Jun 2004 11:15 PM PDT

You might want to wait until August for Microsoft CRM Mobile 1.2...

http://www.microsoft.com/presspass/press/2004/jun04/06-01DrivesValueCRMPR.asp

"Jorgen B" <no> wrote in message
news:google.com... 
news:<18c9b01c44c56$d7ba5d70$gbl>... 

Triggering a workflow

Posted: 05 Jun 2004 06:04 AM PDT

Lee,

Another alternative to the workflow setup Dave outlined, you could do something
like this with post-callout. They aren't easy to get working, but once you get
the framework in place, they work pretty good.

Matt Parks

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On 5 Jun 2004 06:04:13 -0700, com (Lee) wrote:

Hi,

Can anyone tell me if it is possible to trigger a workflow when a
specific selection is made from a custom field pick list (for an
existing lead record that is assigned to a user and does not require a
change of status)?

Also, I assume workflows can be used to update a custom field with a
null entry, effectively clearing the field entry?

Thanks

Scribe Migrate - CRM 2 CRM

Posted: 04 Jun 2004 03:08 PM PDT

(1) Scribe takes a while to appreciate. Hang in there.
(2) MS just announced the "Microsoft CRM Redeployment
Tool" in the "CRM 1.2 Feature Pack" that sounds like it
will do just what you want...

If you're a partner, see:
http://mbs.microsoft.com/ReadArticle.asp?
rcpt_id=5992842&ja_id=11618

 
is that I don't 
complex that I 
than taking more 
documentation is rather poor 
to-crm?!). So far 
DTS package 
wrote in message 
downloadable. Takes 8 
get you started 
well - you didn't need 
and have purchased 
do this over the 
it here before I do 
thought. 
its near critical 
work straight 
this? Does this take 
I had assumed it 
each table?! What 

CRM screen not coming up..

Posted: 04 Jun 2004 01:36 PM PDT

Nice find - the 2 pc's in question are running XP SP2 and we went in and
disabled the pop-up blocker under IE Security. Thank You!!!

"kat" <microsoft.com> wrote in message
news:1886301c44a77$3294e940$gbl... 

SQL Reporting Services

Posted: 04 Jun 2004 11:41 AM PDT

Matt,

I heard awhile back that MS is working on a generic ODBC driver that will
encapsulate the data access layer similar to how Crystal uses it. No word
though on when this might be available.

Matt Parks

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On Mon, 7 Jun 2004 08:51:04 -0700, MattNC <microsoft.com>
wrote:

Thanks for the response. We may give it a try.

Matt

Problem adding items to Price List

Posted: 04 Jun 2004 11:30 AM PDT

Thanks! The unit is kind of obtuse. 
ALL..........took me a 
straight line!)..... 
out. Does it have a 
actually created a 
message 
enter 
is 

CRM on a Stand Alone box!- Problems

Posted: 04 Jun 2004 10:42 AM PDT

Hi Juma,
 

Do you have Small Business Server 2003? On Windows 2003 Server (NOT SBS)
there is a shutdown problem if Exchange and SQL Server are installed on the
same machine.

Martin

SAP to Microsoft CRM integration

Posted: 04 Jun 2004 08:45 AM PDT

I know Idea Integration has done this - including JD Edwards.



"Per Geert Nielsen" <microsoft.com> wrote in message
news:187b801c44aab$1cdcc530$gbl... 

Exchange Connector Cluster

Posted: 04 Jun 2004 05:04 AM PDT

let me know if you need any help

com

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

KDC - Event ID 11 for CRM Server

Posted: 03 Jun 2004 04:16 AM PDT

I'm having the same problem on an SBS2003 system - everything seems to be
working fine in SBS and CRM
but I can not find a way of getting rid of these error's.

Regards


Mike E.

"vikrantca" <com> wrote in message
news:com... 
DS_SERVICE_PRINCIPAL_NAME.