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Microsoft CRM - How can I make sure my import data is clean?

Microsoft CRM - How can I make sure my import data is clean?

How can I make sure my import data is clean?

Posted: 28 Jul 2004 04:05 PM PDT

It may be something other than a CR/LF.

I do know that something is breaking up my records into multiple rows. I start with say 2,500 records and CRM tells me it is prepared to load 3,079 records.

This data will load into SQL Server via DTS and record integrity will be preserved. THe CRM Import Lead utility seems to be more finicky about the data it works with.

How do you make sure you have clean data for CRM that is not going to split?


"Richard Warren" <com.no_spam> wrote in message news:e38s%phx.gbl...
Is there something besides a CR/LF pair ending the actual record? Two CR/LF's for instance? And how many rows are we discussing?

--
Thanks,

Richard

--------------------------------------------------------------------------------


"Dave F" <com> wrote in message news:phx.gbl...
I trying to do a simple import of leads into CRM from a text file.

My problem is that some of the data in the text file has LF/CRs that are
causing it to come in as split rows. IOW, a record that has a field with a
LF/CR is apparently treated as a multiple records.

If I look closely at the data I think I can identify a LF/CR. It displays as
a small square embedded with the rest of the text.. But I cannot manually
remove all of these.

How can I remove all the LF/CRs from my data before I bring it into CRM?

Migration Query.

Posted: 28 Jul 2004 03:38 PM PDT

Hi, thanks for the reply.

I have tried some test migration on my own. After migrating 5 records from the CDF to the CRM table, I add some new records and make some changes to the CDF data and run the migration again. The migration tool only migrate new records and the updated records are not be migrated.

Does this means that if I want to reflect those changes to the CRM table, I have to write directly to the table ?

"Patrick Le Quere [MS]" wrote:
 

Remote Web Workplace stoped functioning.

Posted: 28 Jul 2004 02:58 PM PDT

A little further research indicates you'll need the IIS metabase. There's a section in the SBS2003 IIS MMC help file about "Backing Up and Restoring the Metabase." Sounds like required reading for your scenario...

--
Thanks,

Richard

--------------------------------------------------------------------------------


"Jeremiah" <microsoft.com> wrote in message news:615901c474f2$ad986590$gbl...
Now that u mention it the site "Default" is missing from
IIS. I have no idea what has happend to it. Any ideas on
how to get it back?

Thanks

-Jeremiah 
still present on your box but that you've made
the "Microsoft CRM Version 1.2" site the default site for
port 80 on the interior NIC? 
of the "Default Web Site" site (i.e. there's no /Exchange
configured for MS CRM's site). 
and configured it for the inward-facing NIC only. That
left the actual "Default Web Site" untouched and
companyweb untouched. I'm not sure whether you want to
undertake a migration of all of the other functions
(TSWeb, etc) over to the CRM site or not...;-) 
---------------------- 
message news:604201c474ed$fa899bd0$gbl... 
to  
your  

Delete a user from CRM?

Posted: 28 Jul 2004 01:18 PM PDT

Richard,

Go to the CRM web home page.
Click Settings >> Business unit settings >> Users

Double click the user you want to remove the license for.
Click the license tab on the left.
Click manage license in the action bar.
Then move the license from the right window to the left.
Click ok then save and close the user.
Finally with the user still highlighted just select
Disable from the action menu.

Thats it your done.

Hope that helps.

Jeremiah 

Install error (failed to run script create mscrm.sql)

Posted: 28 Jul 2004 12:01 PM PDT

Thank you very much Dave. I will give that a try.

-Jeremiah

Need Help on CRM

Posted: 27 Jul 2004 06:36 PM PDT

yes this will still work. Note that you do not have to install the exchange
connector in order for CRM to work. Its only needed if you want email going
to and from the crm system. Note that the connector will also only catch
email coming from the outside world. It does not see intra-company email

--
John O'Donnell
Microsoft CRM MVP


"Jit" <microsoft.com> wrote in message
news:57ee01c4746d$8ccf0010$gbl... 

CRM Contacts not sync. with Outlook contact

Posted: 27 Jul 2004 03:58 PM PDT

Have you checked you event log to see if any errors got flagged? It's possible
the sync isn't working properly which is resulting in the records not coming
over properly.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 27 Jul 2004 23:35:02 -0700, Mikael <microsoft.com>
wrote:

Hi Matt,

Yes I did. When the Sync./offline has been done, it seems like the CRM/Outlook
on contact are froozen - no new CRM contacts comes over to Outlook and visa
versa. It is very strange. Do you know if there is a flag that can be set or
somethink like that?

Cheers,
Mikael

"Matt Parks" wrote:
 

how to manage security between ms crm and integrated web app?

Posted: 27 Jul 2004 03:55 PM PDT

on your CRM web server under wwwroot\_Resources you will see a file called
ISV.CONFIG. This is the file you use to add mene options to CRM. Note that
as said before these options will appear for all users. In a standard CRM
install this file already has some custom menu items setup. To activate you
need to open up the file called web.config in wwwroot on the CRM web server
and change an entry called ISVIntegration to on. When you save this file you
need to restart the web server by opening a command prompt and running a
command called IISRESET. Once the web server is restarted and you reconnect
to CRM you will see the new menu options.

And yes your custom code can open in a new window. Check out this link

http://msdn.microsoft.com/library/default.asp?url=/library/en-us/crmsdk/htm/addingcustommenusandbuttons.asp

--
John O'Donnell
Microsoft CRM MVP


"JM" <microsoft.com> wrote in message
news:com... 
app. also, how easy is it to do the following in crm: 
certerain external custom pages. some menus should not show up based on what
user is logged in. 
people make them popup windows? If we want popup windows, does crm menu
support opening up as a popup? 
get that 
write 
release 
wrote: 
from the 
what 
external 
model? if i 
role they 
pages 

CRM and Solomon

Posted: 27 Jul 2004 02:51 PM PDT

Jeff;

I am not sure i agree with the first statement

"Microsoft announced the cancellation of biztalk support for MSCRM and
Solomon adn GP 8.0 at the Worldwide partner conference in Toronto".

While i was not there at the partner conference; i would think it would be
pretty dumb to make that statement.


- MSCRM is Web Services and XML based. You can talk to it from anything
that deals with Web Services.

- eConnect is XML inbound/outbound. There are XSD/XML Schemas of Great
Plains modules. Plus the transport mechanisms are inherent to Biztalk as
well including
MSMQ mode of communication.

- Frequently you have situations where there are needs to integrate to third
party or inhouse custom applications as well or incorporate a workflow where
Sally in Accounting is notified when a new sales order is created or Fred in
Finance needs to approve the new account that was created in MSCRM before it
can be inserted as a company/individual in GreatPlains.


Biztalk 2004 partner edition (or other editions) is no brainer if you are
considering such integration. You could easily map between the schemas,
create a Biztalk workflow (orchestration) and talk sync/async, web services,
msmq, sql or by multitudes of transports that Biztalk supports. You could
easily add an intermediate step in the Biztalk workflow where you have a
human based approval process using InfoPath. You could also easily add
steps for the workflow to take this information to your custom fulfilment
application or whatever.

The way i see in the future is all these products support web services or
provide infrastructure like eConnect.

If you are a small shop; at times it makes sense to go with point to point
products. If you have serious integration needs like multiple applications,
workflows; i would suggest taking a close look at Biztalk.

Cheers~
Ananth Krishna
equarius/interlink group





"jeff labombard" <jeff microsoft.com> wrote in message
news:com... 
Solomon adn GP 8.0 at the Worldwide partner conference in Toronto. 
as follows (this is copied from partner source): 
80% of Microsoft CRM integrations which are to systems other than our ERP
solutions 
after CRM 2.0) 
Nolan, and others) 
Solutions) 
integration to MS CRM. 
adapters 
will 
there 
also 
a 
years 
team 

records/objects marked as 'deleted'

Posted: 27 Jul 2004 01:03 PM PDT

Matt

I did a dig through the SDK and came to the same conclusion ie you cannot
undelete. However as Microsoft seems to keep all data even when you delete
it appears an UNDELETE function would be nice :-). Maybe in the later
versions we keep talking about eh :-)



--
John O'Donnell
Microsoft CRM MVP


"Matt Parks" <com> wrote in message
news:com... 
been 
as 
wrote: 
i 
just 
than 

XML - fetch mapping

Posted: 27 Jul 2004 07:14 AM PDT

select top 1 * from activity order by createdon desc
translated into fetchxml.

"VinÃ*cius Pitta Lima de Araújo" wrote:
 

Sending Emails

Posted: 26 Jul 2004 11:58 PM PDT

Prafull,

Do you have SSL enabled on your Exchange server? That is typically the issue
with a 401. If so, then you need to change the settings on the MSCRMConnector
virtual directory to not require encryption.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 27 Jul 2004 22:17:02 -0700, "Prafull"
<microsoft.com> wrote:

I checked the log file it contains :

Error: <description>An unexpected error
occurred.</description><details>An error occurred
attempting to dispatch the email : HTTP status: 401 Access
Denied.</details><file>D:\crm\Build\3297
\src\platform\include\proxy\proxyutil.h</file><line>47</lin
e>

Error Message: An unexpected error occurred.

Error Details: An error occurred attempting to dispatch
the email : HTTP status: 401 Access Denied.

Source File: D:\crm\Build\3297
\src\platform\include\proxy\proxyutil.h

Line Number: 47

Stack Trace Info: at System.Web.UI.Page.HandleError
(Exception e)
at System.Web.UI.Page.ProcessRequestMain()
at System.Web.UI.Page.ProcessRequest()
at System.Web.UI.Page.ProcessRequest(HttpContext
context)
at
System.Web.CallHandlerExecutionStep.System.Web.Htt pApplicat
ion+IExecutionStep.Execute()
at System.Web.HttpApplication.ExecuteStep
(IExecutionStep step, Boolean& completedSynchronously)


I really don't know whats the rason behind this error.

Please help me

Thanks,

Prafull









 
explicit error and if 
message 
can't 
express. 

error during crm server setup

Posted: 26 Jul 2004 09:58 PM PDT

this server is the pdc, sql server, dns server. i am using
the default administrator account which is now part of
domain admins.
 
default administrator 
well. The default 
try using that 
inability to made AD 
or a DNS problem. 
when you installed 
There are a number 
message 
per 
http://www.microsoft.com/technet/prodtechnol/mscrm/mscrm1/d 
on a 

Error Messages in CRM

Posted: 26 Jul 2004 04:49 PM PDT

Stephen -


Yeah..."An unhandled exception occurred during the
execution of the web request. Please review the stack
trace for more information about the error and where it
originated in the code." The stack trace points to
System.Web.UI.Page.HandleRequest/Process Request. I'm
fairly technical, but mostly I'm a trainer/consultant by
trade - this is getting into levels of techy stuff that I
just don't understand.

Thanks for any help you might have!

Lisa 
message 
in 
and 

Multiple Installations of MS CRM on the same domain

Posted: 26 Jul 2004 02:44 PM PDT

Benson

Technically on the same box no but on multiple boxes in the same domain...
there are issues. You can also use Vritual PC.

Jeff Loucks
Available Technology ®
Solutions For Professionals ®
www.availabletechnology.com



"Benson Wong" <com> wrote in message
news:google.com... 

Email send fails

Posted: 26 Jul 2004 12:15 PM PDT

Thanks for your response. I did that just now with no
change. Any other ideas?

 
Exchange server. 
der Inhalte in 
error "An 

Crystal Reports Enterprise -- what version to use?

Posted: 26 Jul 2004 08:47 AM PDT

if You already have Crystal 9 licenses, you dont need to
purchase another set, just download either of these links
and use your 9 license..

Crystal Report v9.2.2 FTP Site

Pro -
ftp://ftp.crystaldecisions.com/outgoing/TS/CC/CRPro922.zip

Dev -
ftp://ftp.crystaldecisions.com/outgoing/TS/CC/CRDev922.zip

Use your 9.0 license key. Reinstall this version on a
clean PC, not an upgrade for your existing v9.0.
 
store - the link is a 
patches. Once you have 
source, you can save 
in message 
that 
develop 
info 

adding pictures/logos to crm or changing colors etc

Posted: 26 Jul 2004 07:56 AM PDT

If you want change the appearance of the CRM you can look at the CSS files
in CRM directory... This is unsupported and I think who will be hard get
help but you can try...

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

"emily" <co.uk> escreveu na mensagem
news:evz$phx.gbl... 
form 
it 

Staff change -- re-assign Leads, etc

Posted: 26 Jul 2004 07:47 AM PDT

If you go into the User maintenance part of the app, you can re-assign all
objects from one user to another.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 26 Jul 2004 07:47:38 -0700, "Jenny" <net> wrote:

We had a change in staff. Does anyone know how to re-
assign data from one CRM user to another? (All leads,
etc.) Any help is appreciated; thanks!

case/incident with SALES PRO

Posted: 26 Jul 2004 07:46 AM PDT

Thank you for your explanation!

I'm going to chose another way to customize my needs.

Uwe

"alex_simons" <alex_simons[MSFT]@online.microsoft.com> schrieb im
Newsbeitrag news:com... 
without a service license, your other users will only be able to access the
sales objects. So to give your non-admin users access to cases you will need
to buy them a Service License or Suite License. 
german 
cases. 
new 
customize 
which 
functionality? 

Crystal report logon error, please verify that you have enough l

Posted: 26 Jul 2004 06:13 AM PDT

Thanks Stephen and Ravi. Active Ports -- great little util. On mine it was
"pageserver.exe" that had port 6400 locked up, and once I stopped that I was
able to start the APS on port 6400. Is that what Silas meant when he said
that the APS "sometimes does not start up like it should"? 'Seems these
other Crystal services can randomly jump in first and get the port APS
needs. Some people might call that a design flaw ;-)


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

How to access MSCRM with VB6 or ASP

Posted: 26 Jul 2004 04:03 AM PDT

Unfortunately all code that I have seen for Microsoft CRM assumes you are
using a .NET language such as C# or VB.NET etc



--
John O'Donnell
Microsoft CRM MVP


"Daniel Horng" <com> wrote in message
news:google.com... 

crmForm.objectid

Posted: 26 Jul 2004 02:23 AM PDT

Try: crmFormSubmit.crmFormSubmitId.value;


"Ron" <co.il> wrote in message
news:phx.gbl... 

Sales for Outlook Client Troubles ...

Posted: 26 Jul 2004 02:04 AM PDT

well that's a very important DLL - it is the BizUser object which handles
authentication and credentials.

David, it really sounds like this installation did not work right. You can
try to manually register all the DLLs, but I would recommend a re-install I
think.

Dave



<fr> wrote in message
news:phx.gbl... 
-- 
{789C64FB-1AFC-4795-8035-434BF4466129} 
platform. 
System.Web.CallHandlerExecutionStep.System.Web.Htt pApplication+IExecutionSte 
and 
the 
the 
message 
Sales 
need 
the 
Type 
and 
display, 
Techknowledge 
le 
tried 
same 
dans 
end-user 
group 
results 

Appointments in web interface

Posted: 26 Jul 2004 01:17 AM PDT

The Activity Record has a state code of 0 (open), 1
(completed) and 2 (Cancelled).

If you can write code through the SDK you can re open the
appointment and set the dates to whatever you want.

The other alternative is to create a custom page to
display all appointments that are due - say for tomorrow
and update their dates to sometime in the future. 
activities are marked as 
there....but it is a bit 
wrote in message 
behavior is the default 
the open state it 
escreveu na mensagem 
scheduled day 
Calendar? Can we: 
it? (we want to 
duration, but we don't 
we can have a full