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Microsoft CRM - statuscode and closeprobability in opportunity (C#)

Microsoft CRM - statuscode and closeprobability in opportunity (C#)

statuscode and closeprobability in opportunity (C#)

Posted: 30 Jul 2004 01:13 AM PDT

Hi,

What do you mean by exclude?

It's not possible to exclude an opportunity. But it
should be possible to customize the statusCode so you can
have that status. This is not possible for the statecode -
it can only be open, won or lost.

I'm not sure about the closeprobability.

 
the closeprobability, it's an integer such as 10, 25 
account, 

unable to add new accounts or contacts

Posted: 29 Jul 2004 10:19 PM PDT

I can click create new account or lead or contact or
activity and it opens the dialogue box, I enter the info,
when I go to save I get the error:an error has occurred.
For more information, contact your system administrator.

In the application events I get:
Event ID 2
Source: Microsoft CRM
MSCRM Platform Error Report:
-----------------------------------------------------------
---------------------------------------------
Error: The statement has been terminated.

Error Message: The statement has been terminated.

Error Details: Details on this error have not been
provided by the platform.

Source File: Not available

Line Number: Not available

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 have uninstalled crm server, deleted the databases (I
have them backed up), reinstalled crm server and I can
create a record. Once I restore my databases, I can't
create a record.

Thanks
 
logs? 
message 
I 
Help! 

Calling the web site = no response !!!

Posted: 29 Jul 2004 06:25 PM PDT

Hi Jerome,

A few ideas.

1. Make sure that the users can connect to the server as
normal by connecting to a shared drive if you have one.
IE does not check for accounts that have "expired
passwords", you just can't connect.

2. From a DOS window on your server,
type "ipconfig /flushdns" 3 or 4 times, then wait a few
minutes.

See if that helps.

Barry Mavin
 
CRM\Server\bin>crmsecurityservice.exe -d 
of the "Domain 
find the file 
message de 
are not redirected to 
CRM error message 
services call: 
81C4-148DB9ED3493}' 
81C4-148DB9ED3493}' 
procedures are called. 

Import contacts and assign them to the correct parent account

Posted: 29 Jul 2004 09:20 AM PDT

Do you already have your accounts in Microsoft CRM?
--
This posting is provided AS IS with no warranties and confers no rights.


"Sebastiano Castrini" wrote:
 

Outlook hangs when CRM Addin is enabled...

Posted: 29 Jul 2004 08:43 AM PDT

Adding the IP and server name to the hosts file worked a treat :D

The XP box is the dev box, IE was able to use the CRM product fine.

Everything is fine now, thanks very much :)

Jan

"Edwin Garst" wrote:
 

Larger Form when open

Posted: 29 Jul 2004 07:54 AM PDT

Account, Lead...

Because the windows is small and the user don't like to
scroll all time.

Thanks,

SM
 
message 
be 

URGENT error converting a lead to a contact

Posted: 29 Jul 2004 07:34 AM PDT

It is working now. Thanks for your help.
 
manager; 

ObjectName in Activities

Posted: 29 Jul 2004 03:48 AM PDT

Thank you very much Anna!

It worked perfectly! Funny how you need to set it for both the Activity and
the ActivityParty though, don't you think?

Anyway, THANX!

!Robert





"Anna" <microsoft.com> wrote in message
news:679f01c47578$8b5a6920$gbl... 

two crm servers in the same domain

Posted: 29 Jul 2004 03:06 AM PDT

yep lots of fun. Have a good day.

Dave

"emily" <co.uk> wrote in message
news:phx.gbl... 
so 
the 
another. 
error - 

Is Microsoft CRM Right For Me?

Posted: 28 Jul 2004 08:54 PM PDT

It's not a "square-peg/round-hole" type problem but the out-of-the-box MS CRM solution leaves a lot of verticals to do their own customization.

I browsed around the Microsoft CRM site and found only one partner offering anything like what you're describing. The web page I went to is http://mbs2.microsoft.com/gps/soldev.nsf/(IndustryIS)/008D871E548FD4BE85256CFD006A46A1?Opendocument and here's a cut-and-paste of the information there:

Real Estate Solution Set for Microsoft CRM
Whether you are a small or large company specializing in commercial or residential real estate, I.B.I.S., Inc.'s Real Estate SolutionSet will give you the power to effectively and securely manage your business relationships and shorten your sales cycle from lead generation to escrow.

Current industries with installations
CRM
Property Management
Real Estate

Real Estate Solution Set for Microsoft CRM works with the following
Microsoft Business Solutions products


For more information
I.B.I.S., Inc.
30 Technology Parkway South
Norcross
770-368-4000 ext 224
com
http://www.ibisinc.com

--
Thanks,

Richard

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


"Poo Snozzy" <com> wrote in message news:google.com...
I have a real estate investing business, and I'm thinking about using
some type of sales automation tool to help make it more efficient.
However, it's not so much "sales" that I want to track as much as it
is "opportunities." That is, we look for an investment property and
then go through a well-defined process to decide if we want to buy the
property. I think it's similar to sales processes in that, at any
step, new information may make us decide not to buy (similar to a lead
dying). Plus, we are constantly managing our pipeline to make sure
that we have enough opportunities at the various levels of the process
to keep us going.

We have 3 people, and we each can do any part of the 10-part process.
If we had a tool that would make it possible for us to easily and
independently see various opportunities that are in the pipeline,
sometimes assigning them to indivduals sometimes to the group, we'd be
more productive.

This seems like it would/should be possible with a good sales force
tool, but it comes down to implementation. For example, our initial
"leads" are property addresses. We eventually put an owner's name and
contact info with that address, but that owner could be viewed almost
as a vendor. The same property owner could have several leads that we
are interested in. We'd want to be able to track this, so we could
have the same one of us call a repeat "vendor."

Even though this is just the beginning, my question to any MS CRM
implementors out there is whether I should even consider this product
for such a business, or would this just be shoe-horning a square ped
into a round hole.

Thanks,
Bill

Where are Picklists stored?

Posted: 28 Jul 2004 05:32 PM PDT

Excellent - thank you very much!

David

 
that 

CRM Solomon Integration

Posted: 28 Jul 2004 11:21 AM PDT

just read this post in the group

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

The strategy, as announced in the general session and to the partners is as
follows (this is copied from partner source):

Announcements in the CRM general session:

o Our integration strategy continues to evolve and we will provide:

o Integration architecture (APIs, tools, connectors) to facilitate the 80%
of Microsoft CRM integrations which are to systems other than our ERP
solutions

o Great Plains 7.5 - CRM 1.2 integration (available today)

o Great Plains 8 - CRM 2005 integration (in process for delivery shortly
after CRM 2.0)

o We will rely on ISV partners for:

o Great Plains 8 - CRM 1.2 integration (available today from Scribe, Nolan,
and others)

o Solomon - CRM integrations (available today from EHTC Technology
Solutions)

o Navision/Axapta - CRM integration (partner to be announced this fall)

--
John O'Donnell
Microsoft CRM MVP


"Carrie" <microsoft.com> wrote in message
news:5f0901c474cf$c33e5170$gbl... 

How to change the values in xml for picklist

Posted: 28 Jul 2004 03:03 AM PDT

That's the basics, but you first need to clear the existing values. As I said
though, you need to make sure you have the "full" list of all possible values
defined to CRM, then you would re-build the list with the proper subset.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 29 Jul 2004 13:00:56 -0700, "jaskel"
<microsoft.com> wrote:

Are you saying there is a way to cascade picklist
values? For instance if I choose "A" on the first
picklist I would only want to see "1", "2" and "3" in the
second picklist. If I were to choose "B" on the first
picklist I would only want to see "4", "5" and "6" in the
second picklist.

How in javascript would you pull that off? Can you just
do formName.controlName.Items.Add "item1" or is it more
difficult than that?

Thanks!
 
you the option to do this 
the "complete" list is 
call a routine to set the 
automatically filter the 
tap into the OnLoad 
either. CRM 2005 
<microsoft.com> 
have your OnChange event 
another picklist 
Anyone else? 

CRM integration for Solomon

Posted: 27 Jul 2004 08:28 PM PDT

Jipson,

The BTS Partner Edition that comes with CRM won't install unless you have a
Great Plains environment setup. It requires this as part of the isntall checks.

You don't need to put BTS & the integration on seperate machines, but depending
on the work load you are processing, you may run into performance issues. When
it comes to integrations, capacity is a big "depends".

You have to answer the expense question yourself. You can try with a single
server and them split out to 2 servers at a later time, but you will incur
additional implementation costs to do the split, so if you think you need that
capaacity, I'd do it from the get go.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 29 Jul 2004 13:29:19 -0700, CRM integration
<microsoft.com> wrote:

John,
Thank for the info.
I am contacting with ebridgesoft to get more information about CRM integration
component.

If I don't use .NET, Can I use Biztalk Server 2002 partner edition for
integration that comes with CRM package? Do I need to have different servers for
CRM integration & Biztalk? Is it too expensive to have these servers?

Appreciate your response.

Thanks,

Jipson

"John O'Donnell" wrote: