Pages

Search

Microsoft CRM - CRM and Exchange integration

Microsoft CRM - CRM and Exchange integration

CRM and Exchange integration

Posted: 25 Jul 2004 11:07 AM PDT

Let me throw an idea (which others, more knowledgeable than I, may like to
comment on).

If you create a new Windows sub domain, e.g. crm.organisationname.com, and
set up CRM in this domain - leaving your original domain in place; your
users can have an email account on both domains (while logging into the new
domain) but all email to the crm domain will be routed directly into CRM?

Anyone like to expand on the viability of this?


Thanks,


Stephen


"Mike" <com> wrote in message
news:google.com... 

crmForm submit

Posted: 25 Jul 2004 10:12 AM PDT

Yeah,

I had to try and work it out with trial and error because of the *huge*
amount of documentation on that particular object.

I found a reference in one of the javascipt files that gave 4 as "load
only" - basically a refresh. 1 will save and reload. 3 appear to delete
the current record. I can't figure 2 yet. As yet, I have no idea about the
true, true, false and if anyone wants to shed some light - please do.


Stephen

"John O'Donnell" <com-nospam> wrote in
message news:%phx.gbl... 

Where to get Data Migration Framework 1.2

Posted: 24 Jul 2004 02:40 PM PDT

Rafael,

It should have been with the install set - it has its own CD.

If you have a subscription, you can download from MSDN.


Stephen

"Rafael Gomez" <microsoft.com> wrote in message
news:3b1a01c4728f$2c39c5d0$gbl... 

SQL 2000 and MSDE

Posted: 24 Jul 2004 02:03 AM PDT

SQL 2000 can have up to 16 instances running on one server/PC. The MSDE
component that is installed by the CRM Outlook Client is just another
instance.

There is no link between the two.


Stephen


"Christopher" <microsoft.com> wrote in message
news:com... 
laptops. They also want to install the MSCRM SFO client on these laptops 
database? 

Exchange 2003 Native or Mixed mode?

Posted: 23 Jul 2004 01:19 PM PDT

Thanks for the clarification.


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

Performance Enhancement in v1.2

Posted: 23 Jul 2004 12:46 PM PDT

Also, MBS is releasing its "Feature Pack" in August - it is supposed to
contain updates to make offline synchronization faster (no specifics
available).

"Apple" <microsoft.com> wrote in message
news:312a01c470ed$bdfa8b10$gbl... 

Moving servers

Posted: 23 Jul 2004 12:45 PM PDT

Hi John,

The CRM system server was in one physical location and
was part of a trust set up with a domain that it is no
longer a part of. It's been moved to a different
location and now is the Domain Server in the new location.

If I could just remove the reference to the previous
domain from the user accounts I think everything would be
ok, but this is not possible in the Microsoft CRM
Settings User forms.

I'd really rather not reinstall and redeploy MS CRM if at
all possible ...and it seems that this is what the tools
you point me to do.

Can I not create a new set of users (same as the old ones
but with the correct domain) in AD reassign the existing
licenses to the new users and then reassign the contacts,
accounts etc to the new users? The system has no
customizations or custom reports of any importance, so it
seems like this might be a more expedient way of doing
things. What are the drawbacks to this approach?
 
domain to another. Can 
appear you have taken a 
FamilyID=bfced393-61db-49af-9a50-
4a90b311fa7d&DisplayLang=en#filelist 
wrote in message 
of 
be 
to 
longer 
well? 
as 

advanced find boolean fields

Posted: 23 Jul 2004 12:43 PM PDT

Ok - so is there a way to give the default a value in SQL
tables short of going through each individual item and
marking it with the default value?

 

Assigning Staff to accounts

Posted: 23 Jul 2004 11:53 AM PDT

Dave,

Is this a one staff member for each Account relationship?

If so, you could go the other direction from Contact and use Parent Account
instead. Create one account for each Staff member.


Stephen

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

crm licensing questions

Posted: 23 Jul 2004 11:32 AM PDT

Hi,

I believe (but am open to correction) that you should be able to buy MS
licenses on Open Licensing. Also, there is a promotion running at the
moment that if you buy/upgrade SBS 2003 Premium then you can get 5 standard
CRM licenses for $99 each.

You should evaluate whether your client needs the pro license - do they need
workflow, product catalog, quotes, orders, etc?


Stephen

"JM" <microsoft.com> wrote in message
news:com... 
license and then get the client licenses as i need them? 
cant use action pack for the companies you provide the software for. i spoke
with ms crm sales at ms, they told me about 939 for the sales pro license
per user. i just thought maybe there was a cheaper bundle or something for
action pack, but something my client can use. 

IE menu's & Toolbars

Posted: 23 Jul 2004 09:11 AM PDT

You can simply press Ctrl+N it will open for you a new
window with the current page inside a normal browser
including the menu bar, toolbar, address bar etc.


 
once 

Email Blast

Posted: 23 Jul 2004 05:48 AM PDT

Thanks Pete, you have a good point.

I guest our user wants to keep trail of emails sent.

We'll have a look on the template side.

Thanks for your help.

Sebastien


"PeteC" <microsoft.com> wrote in message
news:com... 
will not be related to your customer records and so you won't see a
historical trail of the email and any replies to it. It is possible to use
MS CRM to prepare the mass email with a template and then you can use the
Actions menu to select the contacts for emailing to. If a customer replies
to the email then this will be associated against the contact record. 
Data 
Choose 
there 
out 
in 

CRM License

Posted: 23 Jul 2004 05:46 AM PDT

Registering Microsoft CRM
Once Microsoft CRM software has been acquired by a
customer, it will need to be registered in order to fully
enable use of the software licenses. For orders placed
within volume licensing, the registration process will be
as follows:
1. Customers obtain licenses through volume licensing
and receive their licensing agreement information.
2. Customers, or their partners, obtain registration
keys by entering their licensing agreement information
into the Microsoft Business Solutions Software
Registration Web site:
https://mbs.microsoft.com/mbsregistration/ChooseRelationshi
p.aspx
3. The Microsoft CRM registration keys that are
provided via this MBS Software Registration Web site will
enable the appropriate software modules and users.

 

Internet Explorer closes immediately

Posted: 23 Jul 2004 05:36 AM PDT

There is also in built-in pop blocker in XP SP2...

But I think you can add sites where you allow popups.



But, you can also a
"Dave Ireland" <com> wrote in message
news:phx.gbl... 
you 

CRM Bouton doesn't work

Posted: 23 Jul 2004 02:32 AM PDT

And it works.

thanks a lot.
Gille

"Greg" <microsoft.com> wrote in message
news:2aba01c4709a$0b077890$gbl... 

Passed my Exam.

Posted: 23 Jul 2004 01:59 AM PDT

I found that the best thing you can do is contact MBS and get the training
materials for the full blown course. I did this for the customization exam
and found that virtually everything i needed to study was in the exam. One
frustration is some questions exactly reference phrases in the training
guides so if i had not thoroughly read it I would have failed thos
questions.

--
John O'Donnell
Microsoft CRM MVP


"emily" <co.uk> wrote in message
news:e%23A%phx.gbl... 

Outlook - SFO Problem

Posted: 23 Jul 2004 01:04 AM PDT

Thanx friends... I resolve the problem with ur help and
close & reopen Outlook...

Thanx again

Repost: Restrict viewing of accounts by country

Posted: 22 Jul 2004 07:33 PM PDT

Have you tested this with accounts added after the the security was put in
place? There have been some cases where secury updates haven't trickled out to
existing data properly.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Fri, 23 Jul 2004 13:49:41 +0800, "Jordan M." <com> wrote:

Hi Matt,

I've created "MyOrg" as the root business unit and another for "Canada" and
"Africa" both having "MyOrg" as the parent business unit. However, after
setting the accounts security to Business Unit Level, users in Canada is
still able to view accounts in Africa.

Thanks.

Regards,
JM

"Matt Parks" <com> wrote in message
news:com... 
want. 
your 
few 
own 

Deleting products with Great Plains Integration

Posted: 22 Jul 2004 02:54 PM PDT

Michael,

I'm not sure how they set this up, but if you had to, you could manaylly delete
the records via SQL. You need to be caref when doing this as there are several
tables associated with products.

Another option would be to manually override the Status in CRM back to "Active".
Then the integration might process it properly.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 22 Jul 2004 10:51:04 -0700, "Michael Yourshaw" <Michael
microsoft.com> wrote:

With Great Plains Integration, is it possible to delete products in CRM and
re-add them?

When I delete a product in Great Plains, the product is marked inactive but not
deleted in CRM. These are products that are not used in quotes, orders, etc. so
there shouldn't be a referential integrity problem.

After a product is marked inactive in CRM, if the same product is added back to
Great Plains, the attempted integration to CRM fails and the product gets stuck
in the Integration process until it times out.

We need to be able to delete and re add products frequently to remain in synch
with our suppliers. Is there a way to do this?

Changing the default value of the revenue field

Posted: 22 Jul 2004 01:45 PM PDT

Hi,
You can build a RULE, that trigger update in your db when CREATE Opportunity
occurs

best regards!

--

Alexánder Osorio
Business Intelligence Specialist
Caracas - Venezuela

"Dave J" <com> escribió en el mensaje
news:google.com... 
message news:<com>... 
record if you dont use quotas in this level 

URGENT: Issue with Closed Activities

Posted: 22 Jul 2004 01:33 PM PDT

Dave,

The problem is that changes made via the CRM web interface do not get "synched"
with the SFO client until you go through the "Go Offline" synchronization. it
is during this process that the 2 sides are synched up.

It's kinda a hassle, but I'm afraid that's how it works.

Matt Parks
MVP - Microsoft CRM

P.S. I think I speak for John when I say, "Thanks for the compliment."

----------------------------------------
----------------------------------------
On 22 Jul 2004 13:33:31 -0700, com (Dave J) wrote:

All,
I hope you can help, especially you MVPs. You guys have been an
incredible help to me thusfar.

In our implementation, which is CRM Pro Suite 1.2, I am having an
issue with closed tasks.

When a user creates a CRM task it shows up both in the activity list
and in the task list in Outlook, as it should, but when they go into
CRM and close the task, it remains open in their Outlook task list.
Another issue, but one that I know is related to this, is that when a
reminder comes up about the task and they click snooze, it doesn't
update the task information.

Any help. I bet this is something simple, but I wasn't able to get to
the bottom of it on my own.

Big TIA,

Dave

License for new install of 1.2

Posted: 22 Jul 2004 12:18 PM PDT

Usually the uninstall cleans the registry with too many problems. If you find
additional issues, you can clear out the Local Machine\Software\Microsoft\MSCRM
key from the registry, but you usually don't need to.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Fri, 23 Jul 2004 10:40:47 -0400, "Gary" <com> wrote:

Found it in the implementation guide - I'm not sure about cleaning the
registry. Is anything left behind that needs to be manually deleted ?
"Gary" <com> wrote in message
news:%phx.gbl... 
times 
License 
are 

SQL inquiry

Posted: 22 Jul 2004 11:08 AM PDT

yes your right. While you cannot make updates to the CRM SQL database unless
you are doing it though the CRM interface or SDK you can read the data
directly with no problems at all. In fact i alsoways recommend looking at
the database structure as it helps to know where all the data is stored and
honestly it is not difficult to work out unlike other solutions out there.

--
John O'Donnell
Microsoft CRM MVP


"Alexander Osorio" <microsoft.com> wrote in
message news:com... 
ado conections, 

CRM and Upgrading of OS

Posted: 22 Jul 2004 10:51 AM PDT

Bill,

Actually, as long as it's just the DC's and not the CRM server, you don't need
to worry about the CRM upgrade.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 22 Jul 2004 22:53:30 -0400, "Steve Chambers"
<nospam.com> wrote:

Bill,

If you upgrade your domain controllers, you will be ok with CRM. I believe
that the CRM Implementation pdf outlines how to do this.

You are going to need to migrate to crm 1.2 as part of this, and this is
outlined in the manual as well.

Good luck!

Steve C.


"Bill" <com> wrote in message
news:22e701c47014$8be58c30$gbl... 

What does it mean when it says my custom field is undefined?

Posted: 22 Jul 2004 10:49 AM PDT

I don't think it would be a conflict, as custom schema fields are
prefixed with the CFx (where x = the data type, ie. D for Date, P for
Picklist, etc).

Now, I'm not much of a programmer, but if you say:
var strId=crmFormSubmit.crmFormSubmitID.valuealert(str Id);
alert(strId);

are you not telling strId to = itself?

"Alexander Osorio" <microsoft.com> wrote in message news:<com>...