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Microsoft CRM - New Objects

Microsoft CRM - New Objects

New Objects

Posted: 20 Jun 2004 07:21 PM PDT

Is there a safe 'unsupported' way to implement this?
 
this in a supported 
<microsoft.com> 

Automating the conversion of a lead to a contact

Posted: 18 Jun 2004 05:37 PM PDT

Well, what I need to do is the same thing that
the "Convert Lead..." option does, but control who they
assign the lead to internally. I do this by matching up
the company name with existing accounts and then finding
the sales rep who is responsible for the account.

I'm just curious what mechanism would be the best for
accomplishing this goal.

Also, is there any way I can remove the default "Convert
Lead..." button once my custom lead transfer app is
complete?

Thanks!

DAvid

 
LEAD 

Obtaining a User List from the CRM

Posted: 18 Jun 2004 11:34 AM PDT

Yah, the .Retrieve method takes a TeamID; odd that it
can't be used to retrieve all TeamIDs...

I'll check out the CRMQuery object; thanks!

David
 
the class. 
mensagem 
our 
read 
to 

Course 8018a CRM - Installation and Configuration

Posted: 18 Jun 2004 10:27 AM PDT


Certainly you have an anti-popup software installed on
your desktop...

com.br
 
na mensagem 
addition 

CRM used in banking?

Posted: 18 Jun 2004 09:10 AM PDT

One of the advatages of Microsoft CRM is that it is a great platform to
build on top of. For example a number of ISV's have produced addon's to make
CRM work in other industries such as for associations etc. I have yet to
hear of anything in the banking sector though.


"Paul Mavini" <com> wrote in message
news:%phx.gbl... 
implemented 
primarily 
for 

Delete user in CRM

Posted: 18 Jun 2004 08:44 AM PDT

Thanks

 
IN YOUR INTERNET 
in message 

Remote User Performance

Posted: 17 Jun 2004 09:40 PM PDT

Hi Len:

Just for remember: some network, depends on configuration,
do not accept ping, ok ?!
 
factors here. You need to 
email working okay. 
is. Of course check 
message 
users 

Auto-generate number

Posted: 17 Jun 2004 09:25 PM PDT

You could do something like this with a post-callout. What would happen when
records are created offline is the callout would fire when the record is synched
and the number would be genned at that time.

Matt Parks

----------------------------------------
----------------------------------------
On Sun, 20 Jun 2004 19:35:56 -0700, "CW" <microsoft.com>
wrote:

Hi John,

The number should be incremented and placed in a
customized field upon creation of a new contact.

cheers
CW

 

I screwed up. How do I fix it?

Posted: 17 Jun 2004 05:15 PM PDT

I wouldn't risk that. Did you reboot since then? And that didn't work? I'd
suggest calling MBS or reinstall the server.

-Gary

"cvegas" <microsoft.com> wrote in message
news:com... 

Update to Chapter 15 of the CRM Implemetation Guide

Posted: 17 Jun 2004 03:29 PM PDT

I have not had a chance to look at it yet. However I did mention to
Microsoft that the previous version of the IG did not mention much about
host headers. Looks like someone may have listened.




"Edwin Garst" <epconsystems.com> wrote in message
news:eyM5%phx.gbl... 
it. 
http://www.microsoft.com/downloads/details.aspx?FamilyID=DDBB17DC-FE7F-4309-B03B-1FC1C4EB6A97&displaylang=en 
Small 
http://www.microsoft.com/downloads/details.aspx?FamilyID=DDBB17DC-FE7F-4309-B03B-1FC1C4EB6A97&displa 

anyone done any offline customizations with the SFO client?

Posted: 17 Jun 2004 03:19 PM PDT

also noticed that the srf files on cassini are in a different location than
from the main web server.

"Jake Horn" <com> wrote in message
news:phx.gbl... 
may 
and 
on 
a 
Jake 
so 

sharing accounts

Posted: 17 Jun 2004 02:05 PM PDT

I do have business units set up.
 
you used the my view 
want to consider 
in crm is driven 
message 
have 
like 
of 
user, 
This 
in 
to 
go to 
to 
their 

Can't Publish changes with Deploy Manager

Posted: 17 Jun 2004 01:39 PM PDT

The Log Error:
--------------------------------------------------------------------------
Status de Exceção da Web = ConnectFailure : The underlying connection was
closed: Unable to connect to the remote server. , Rastrear Pilha: at
System.Net.HttpWebRequest.CheckFinalStatus()
at System.Net.HttpWebRequest.EndGetResponse(IAsyncRes ult asyncResult)
at System.Net.HttpWebRequest.GetResponse()
at Microsoft.Crm.Tools.ImportExportXml.HttpUtil.GET(S tring strUrl,
FileStream f)
--------------------------------------------------------------------------
I get the same error with a page who I develop and use the SDK. When I try
use the WhoAmI() method of BizUser class I get this error...

[]'s
Vinícius Pitta Lima de Araújo

"Peter L" <co.uk> escreveu na mensagem
news:%phx.gbl... 
I 

Administrator privileges to run setup?

Posted: 17 Jun 2004 12:31 PM PDT

Then you need to enlist the assistance of a Domain ADmin to do the install. Is
this a "hole", that can be debated. However, once you get the instll done, any
user that tries to add users or BU's to CRM needs AD rights on the OU's and to
get this security, you need a Domain Admin to help you out.

Matt Parks

----------------------------------------
----------------------------------------
On Fri, 18 Jun 2004 05:23:01 -0700, Miriam <microsoft.com>
wrote:

Thanks for your answer, Vinicius, but I understood that the install must be done
by a person with both local and domain priviledges. Doesn't it seem like a
security hole? What about if the person in charge of the CRM do not be a domain
admin?

TIA,
Miriam

To find url of a page

Posted: 17 Jun 2004 12:28 PM PDT

Arch,

In any explorer window that is launched by CRM, you can simply press F11 to
resize the browser to full screen mode. In this mode, the location toolbar
will show you the correct URL for the CRM window you are viewing.

..c.

"Arch" <microsoft.com> wrote in message
news:1e00f01c454b4$725de8a0$gbl...
Thanks Vinícius. I have alredy looked at that on SDK. I
want the url for activities view when you go
Contacts>Activities.
 
url=/library/en-us/CrmSdk1_2/htm/v1d2reference.asp 
mensagem 
the 
After 

SFO connection question

Posted: 17 Jun 2004 11:25 AM PDT

only the ones pointing to your existing web app server. Your sql link should
stay the same
"Arch" <microsoft.com> wrote in message
news:1e14601c454be$c9132110$gbl... 

Performance feedback

Posted: 17 Jun 2004 09:55 AM PDT

if the server is running crm and web i would increase its ram


"John Olinger" <com> wrote in message
news:%phx.gbl... 
slow. 

how to crm backup?

Posted: 17 Jun 2004 07:15 AM PDT

on the database backup the 4 crm databases+master+msdb

on the web server backup the isv.config, web.config then export the system
to an xml file from deployment manager. Also export the workflows to xml as
well. If you have created new reports or changed existing ones i would back
them up.

This is the basics

the IG as gary says will cover the rest

"tashtan" <net> wrote in message
news:phx.gbl... 

CRM created mail shows in Drafts

Posted: 17 Jun 2004 06:52 AM PDT

Yes Peter, the User HAS sent the mail, the recipient has recieved as well.





"Peter L" <co.uk> wrote in message news:<phx.gbl>... 

Customising Crystal Reports + File Location

Posted: 17 Jun 2004 06:29 AM PDT

Thanks John,

Well what I would want to do is that when I want to open up a certain
listing e.g. Accounts Listing what I see is funny complicated names rather
than a simple name like Account Listing.

I hope you see what I'm trying to get at or maybe I'm looking at the wrong
place.

Thanks and Regards



"John O'Donnell" <com-nospam> wrote in
message news:#phx.gbl... 
server. 
the 
be 

Name propertise

Posted: 17 Jun 2004 06:04 AM PDT

"run an update through the webservice", could you be more
specific?

Thanks,

Len
 
you do this! 
entries in the database. 
sure you want to make this change?" 
update through the webservice, in which you set firstname
to firstname to trigger the recalculation  
System Settings 
will be displayed in 
Zavery" 
say what order you 
write 
lastname instead? 

User Authentication

Posted: 17 Jun 2004 05:17 AM PDT

If you are using XP this could also be caused by the Stored User Names
and Passwords feature of XP.

Delete previously stored passwords from withing control panel, user
accounts, advanced tab, manage passwords.

James Goodwin
www.vigence.co.uk

On Thu, 17 Jun 2004 17:22:22 -0700,
<microsoft.com> wrote:
 

Visual studio with CRM server

Posted: 17 Jun 2004 04:11 AM PDT

uhmm......why are you installing it on the server?!

Just install it on the workstation that you (or whomever) will be developing
on. From here you create a new C# web application,....it will ask for the
server,.....enter the CRM server. Now, if you want to use the proxy, right
click the References folder, choose add reference, and locate your proxy.dll
file via the network.

-Gary

"Silverwing" <microsoft.com> wrote in message
news:com... 
network? 

Crystal Reports + CRM

Posted: 17 Jun 2004 02:29 AM PDT

None that I have seen


"Fakhruddin Zavery" <com> wrote in message
news:phx.gbl... 
glance. 
not 
have 

MSCRM and UNIX

Posted: 17 Jun 2004 01:04 AM PDT

Citrix will work for the browser client, but you cannot
use the Outlook for Sales client as you cannot share a
desktop with the MSDE database the the SFO client requires.

HTTH

Gill 
(actually, the commercial 
technical people