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Microsoft CRM - Domain Administrator

Microsoft CRM - Domain Administrator

Domain Administrator

Posted: 22 Jul 2004 02:08 AM PDT

I tried adding the new account as System Administrator ysing the CRM GUI.
Andthen removing the old administrator account as administrator. But that
resulted in two accounts which are unable to logon.

// Fredrik

"Matt Parks" <com> wrote in message
news:com... 
do full 
CRM 
the OU. 
or 
wrote: 

Addresses in MS CRM

Posted: 21 Jul 2004 11:51 PM PDT

Gill,

While those addresses appear on the main forms, they are actually stored the
same as the "More Addresses", they just get a diffrent address sequence number.
They just chose this route to provide access to the "primary" addresses for the
account/contact.

Matt Parks
MVP - Microsoft CRM

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On 21 Jul 2004 23:51:15 -0700, com.au (Gill Walker) wrote:

Hi

Can anyone shed some light on the use of the addresses for a contact
or an account?

There seem to be 3 addresses (each comprises 24 fields) within the
record, and then a link out to 'More addresses'.

When are the internal addresses used? Can I reuse these fields and
restrict the user to entering addresses as 'more addresses' without
losing functionality?

Thanks

Gill

Product Catalogue Vansihed from Settings

Posted: 21 Jul 2004 07:37 PM PDT

I would uninstall the Great Plains integration if you isntalled htat. It will
disable access to the Product Catalog. The other thing to checl would be that
your admin user also has a license assigned to it. For some reason, product
maintenance requires a license whle others areas do not.

Matt Parks
MVP - Microsoft CRM

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On Thu, 22 Jul 2004 02:09:13 -0400, "Joel_Dickson"
<j.dickson@n.o.s.p.a.m.teaustralia.com.au.nospam > wrote:

OK,

Re-starting server didn't bring it back.

I'm guessing that the CRM intergration COM+ app has changed a setting in
SQL that is preventing this from showing.

The settings form runs

Any help? other than reloading?

thanks in advance,

Joel

Adding additional fields to table

Posted: 21 Jul 2004 03:47 PM PDT

Thanks Matt

Actually I think there is a limit on the number as well as the combined size
of the columns: 1024 columns, not to exceed 8060 bytes.

The number of columns is not a real limit but, as you point out, the
combined size is. Here are some stats on some of the common tables:

Account: 63 columns with a combined size of 2617K
Contact: 80 columns with a combined size of 6996K
Contract: 55 columns with a combined size of 4994K

This doesn't leave a lot of room for customization.

I guess the main point here is that you really have to put a lot of thought
into how your existing data will map to the new system.






"Matt Parks" <com> wrote in message
news:com... 
in 
Thus, the 
used up 
exceeds 
limiting 
not 
Schema 

Stumped Please Help: Failed to download XSL template files

Posted: 21 Jul 2004 03:36 PM PDT

I have to solve a error like this...
The cause: The machine where the CRM is hosted dont find your own address in
the DNS.
Solve : I reconfigure the machine to point for the correct DNS.

Sorry my bad english. I hope this helps.
[]'s
Vinícius Pitta Lima de Araújo

"JM" <microsoft.com> escreveu na mensagem
news:com... 
there, even after a reboot, restart of services, etc... no matter when i
publish, it still does this. I would appreciate the steps/path of how to
publish successfully. thanks. 
test 
i see this: 
remote server returned an error: (500) Internal Server Error. , StackTrace
: at System.Net.HttpWebRequest.CheckFinalStatus() 
asyncResult) 
FileStream f) 
then did an import and got error also. 
problem. The site is the default site, running on port 80, have the porper
"Microsoft crm 1.2" name or whatever it is, website is set for integraged
windows auth. so its something else. 
test that the web service stuff is working ok?

message queuing on integration server

Posted: 21 Jul 2004 12:22 PM PDT

How do you go about uninstalling it if it isn't even
checked in add/remove?

Jen 

export feature on CRM

Posted: 21 Jul 2004 10:33 AM PDT

while you cannot limit a users ability to export to excel expect by changing
the source code (unsupported) you can at least reduce the amount of data
they can see by using security roles. Why in particular do you want to limit
exporting to excel?

--
John O'Donnell
Microsoft CRM MVP


<microsoft.com> wrote in message
news:17df01c46f5a$1762fec0$gbl... 

Alerts on account/contact changes

Posted: 21 Jul 2004 09:29 AM PDT

On Wed, 21 Jul 2004 12:38:38 -0400, "Dave Ireland"
<com> wrote:
 

Workflow is not triggered by any update - only on create, change of
status or assignment

Post Callouts are the only way to trap any change to a record
 

Cross territory currencies

Posted: 21 Jul 2004 09:04 AM PDT

Hi Julian,

Thanks for your response.

I would not in anyway disagree with your statements about
how customizable the CRM is or how well you have gotten
to know the CRM.

I have written operating systems, compilers and
interpreters, Database management and 4GL products for
over 25 years so I have no problem in understanding how
the system can be customized by custom programming using
the SDK. However...

I am talking about some basic design flaws in the
architecture of this product after an "out-of-the-box"
install.

1. Poor outlook integration. Email with a CRM:{...}:MRC
tag in the subject line does not always attach to the
contact record when being replied from outlook "unread
Mail". Result -- lost email. Additionally, relying on
such a tag in the subject line is open to editing by
recipients. For some reason the Exchange email router for
the CRM does not appear to work properly -- "out of the
box" - if it did, then all incoming and outgoing email
for a contact would be attached to the contact correctly.

2. No office 2003 integration. Let me explain. Suppose I
select a contact record and I want to write a letter to
that contact. If I do that, then the letter is not
associated with the contact. I have to manually create a
note and attach it. duh?

3. The Quote system does not allow multiple line items
(InfoPath does this beautifully as does Excel), and the
output is awful. And... There is no way to email the
quote to a contact while on the contact record.

4. No built-in "alerts" such as those handled by
Sharepoint (a great product I may add). Why must this be
done in custom programming? This is a basic requirement
for effective Sales Management.

5. "Notes" attached to contacts are limited to 2000
characters. Every time a conversation is recorded for a
contact, a new note has to be created. When viewing the
contact form, the notes are all closed so there is no way
to view a history of conversations without opening each
one in turn. For sales management this is very very time
consuming. This also causes a problem with importing data
from other systems e.g. Lotus Notes, which has no such
limit imposed. It is common practice in these systems
to "annotate" conversation history e.g.

** BM 20/7/2004 -- Called Julian
Called Julian to discuss the CRM

** PK 22/07/2004 -- Julian called
Julian called to explain things a bit better.

6. The Microsoft website has a great deal of marketing
information on the CRM, that's what I used in making my
decision to purchase.

Best Regards
Barry Mavin
Recital Corporation

I need scroll bars

Posted: 21 Jul 2004 07:58 AM PDT

Yes I can do that but I'd like to keep all the info on one page.

I can also change my resolution so more of the form displays on the page.

But these are work arounds for a really fundamental problem: a page won;t
fully display in the loader. I thought there would be a proper fix for the
basic problem. Maybe in the next version.





"arnoldc" <microsoft.com> wrote in message
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additional tab page and a new section for those fields? 
bottom of 
understand 
form in 
cusomize 
to 
site 

Problem querying data using sdk

Posted: 21 Jul 2004 07:43 AM PDT

Remember who for retrieve a custom field you must use the correct name:
CF<initial letter of type><custom field name>
Eg.: for the string field secret_name
"<column>CFSsecret_name</column>"
and
"<fetch mapping='logical'><entity name='xxx'><attribute
name='CFSsecret_name' /></entity></fecth>"

hope this helps
[]'s
Vinícius Pitta Lima de Araújo

"Steve" <microsoft.com> escreveu na mensagem
news:15bb01c46f31$0af49be0$gbl... 

CRM email history

Posted: 21 Jul 2004 07:21 AM PDT

Beautiful - thank you


"Dave Ireland" <com> wrote in message
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volume question

Posted: 21 Jul 2004 02:35 AM PDT

Thanks Edwin, I'll have a look.
Dominique

"Edwin Garst" <epconsystems.com> a écrit dans le message
de news:%phx.gbl... 
achieve 
database 
corect 
?