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Microsoft CRM - Act! to CRM Migration

Microsoft CRM - Act! to CRM Migration

Act! to CRM Migration

Posted: 16 Aug 2004 03:37 PM PDT

Right. Scribe is available on a 90-day "migrate" license for $995.


Stephen

"John O'Donnell" <com-nospam> wrote in
message news:e5g$phx.gbl... 

Phased EMail from CRM?

Posted: 16 Aug 2004 02:49 PM PDT

For WorkFlow, what you do is assign a "on create" WF to wait for the custom
field to change to 1. When it does, send out a particular email template.
Then, tell it to wait 2 days, then send out the next. And so forth.

For post callout, you would create a COM object to handle the fact that the
field has been updated to 1 and then pass the information to another
application (a more sophisticated email application perhaps) that will
perform the actual sending.


Stephen


"David" <microsoft.com> wrote in message
news:74cf01c483f5$5a89c120$gbl... 

CRM & Marketing

Posted: 16 Aug 2004 02:47 PM PDT

Use advanced find to search for all contacts/leads with CFSCustomField = X
(and/or any other conditions that you want).

Use Ctrl/Shift to select the contacts that you want to send an email to.

Action menu - Send Direct Email.


Stephen

"David" <microsoft.com> wrote in message
news:719401c483f5$2876b170$gbl... 

How can I create a Mailing List?

Posted: 16 Aug 2004 11:45 AM PDT

once you have found the records in advanced find you can then export to
microsoft excel which you can then save.

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx


"Stephen Redmond" <ie> wrote in message
news:Oc%phx.gbl... 
work 

SFOC: Only 250 contacts created

Posted: 16 Aug 2004 11:43 AM PDT

Microsoft CRM will only give you records that you have security rights to
see. For instance if you had users in multiple Microsoft CRM business units
you may have it set up so they can

1 - only see their own data
2 - see their own data+data in the business unit
3 - see their own data+data in their business unit and any child business
units
4 - see all data across the entire CRM system

How is your system configure for business units and security?

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx


"Dave" <nospam> wrote in message
news:uKdx4F%phx.gbl... 
under 

Unable to go offline SFO

Posted: 16 Aug 2004 11:38 AM PDT

He is connecting at the same speed as all the others, it is wireless 802.11
b.
 
the 

Fixes for XP SP2 in Mixed OS?

Posted: 16 Aug 2004 11:35 AM PDT

If you look at the fix there is a server component as well. This is only a
fix for the Microsoft CRM code on your CRM web server. Make sure to use the
right language version :-)

http://www.microsoft.com/downloads/details.aspx?FamilyID=95ed89d0-8b99-4458-b798-90ad5400923e&DisplayLang=en

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx


"Gary" <PLEASE.virtium.com> wrote in message
news:phx.gbl... 
apply 

ISV.config query

Posted: 16 Aug 2004 06:58 AM PDT

thanks
<microsoft.com> wrote in message
news:730101c48420$9c20c630$gbl... 

How thin is Microsoft CRM?

Posted: 16 Aug 2004 02:58 AM PDT

I run Microsoft CRM Globally between 3 countries. Performance from all of
these countries are good.

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx


"Matt Parks" <com> wrote in message
news:com... 
for demo 
<com> 

Sharepoint and CRM on same server

Posted: 16 Aug 2004 12:45 AM PDT

Thanks!


"Andrew" <microsoft.com> wrote in message
news:com... 
in 
done. 
CRM 
CRM 
server, 
host 
the 
SQL 
concerned 
on 
work, 

missing attachment

Posted: 15 Aug 2004 11:28 PM PDT

Dear hosea,

SQL Server limits you to 5 MB attachments.
One solution is to break up the file into two parts
"h o s e a" <per.sg> wrote in message
news:%phx.gbl... 

SFO sync issues

Posted: 14 Aug 2004 05:15 AM PDT

note you do not have to de-install/re-install the SFO client. You can reset
it so it thinks you have never gone offline before. Here is how to do it
assuming your users SFO clients are in online mode

1) remove regvalues UserReplicationId and LastSyncDate
2) Set regvalue RCOffline = 0
3) Restart Outlook and try GoOffline

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx


"Te" <microsoft.com> wrote in message
news:70a201c483de$0d4ec160$gbl... 

Reports CRM 1.2

Posted: 13 Aug 2004 01:00 PM PDT

did you install the crystal report designer tool on the Microsoft CRM web
server?



--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx


"Jon" <com> wrote in message
news:google.com... 
message news:<phx.gbl>... 
your 
on 

User license vs. Server license

Posted: 13 Aug 2004 08:24 AM PDT

Arni,

You can add a Service license to a Sales only install. In reality, the "Server"
license doesn't actually generate a key, the keys are only for the user
licenses. So, there isn't a need to do a "new" install in this case.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On 16 Aug 2004 04:56:26 -0700, is (?rni ??r) wrote:

Hi Matt, and thank you for your reply

But it still doesn't quite solve my case. I understand that for
Service functionality I need Service Server license. But the case I'm
wondering about is that if a customer already has a MS CRM deployment
that only contains Sales Server license and want to "upgrade to" Sales
and Service Server license.

For my best knowledge you can't upgrade Server license e.g. start with
Sales server license and then later on add the Service license... can
you?? So if I'm right you would have to set up a new deployment with
Sales and Server license. And then my question is, can I use the user
license already purchased for the first deployment or would one have
to buy them all over again.

If you can't move user license between server deployments, one would
really have to be quite sure that Service functionality will never be
needed before deciding to deploy only Sales server license.

Kind regards
Arni thor





Matt Parks <com> wrote in message
news:<com>... 

MS CRM Exams

Posted: 13 Aug 2004 05:15 AM PDT

Yep,the best source of info would be the course manual..
allot at least 30 mins on each chapter.
it worked for me =)

 
is the course 
application you have 
in the training 
qLanding.aspx 
message 
exam, but cannot find 
otherthan the course