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Microsoft CRM - Importing Accounts and Opportunites

Microsoft CRM - Importing Accounts and Opportunites

Importing Accounts and Opportunites

Posted: 19 Aug 2004 10:59 AM PDT

If you dont have too much data available what you can do
is import the accounts as leads and then convert them all
to accounts with a bit of manual work...but this really
doesnt take very long.

Once all accounts are created, you can import the
relevant contacts and their parent accounts will be
mapped automatically after an initial mappping forced by
the import tool.

The DMF is a real mission of a thing to come to grips
with, hopefully the import tools will be extended by MS
in the next release / feature pack.

RF
 
how? 

Page Cannot Be Displayed Error

Posted: 19 Aug 2004 07:37 AM PDT

We have altered the isv.config, with valid entries.
The app completely blows up if the isv is invalid, and
this error does not happen on every request.

In addition, this error happens on page that don't have
any isv extension stuff.

Any ideas?

Thanks,
Justin
 
anything other changes 
message 
all 

CRM exam change

Posted: 19 Aug 2004 03:49 AM PDT

The time allowed by Pearson Vue consists of Pre-exam questionnaire time +
Exam time + max possible Post exam comment time) The actual Exam itself is
probably still just 45 minutes

I have heard that the Installation & Config Exam pass mark has decreased
from 80% to 70%

Maybe Apps and Customization also down to 70%

Good luck


"Laurie Willis" <co.uk> wrote in message
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Coming up against SQL 8K byte limit

Posted: 19 Aug 2004 03:34 AM PDT

Thanks for the code Matt.
My table came out to be 7980 bytes. Argghh...

You are spot on about the oversized fields, espcially
thos yomi fields....wonder who actually used that!!!

cheers.
James


 
It will give you the 
Length] 
fields are NVARCHAR 
NVARCHAR(400) field 
they tend to be over 
of 

Post-Callouts

Posted: 18 Aug 2004 04:36 PM PDT

Thank you very much Matt, that was the problem.

now is working! :-)

Just to make it clear for future references: there is 2
[GuidAttribute("F4233E5B-17DC-4661-9ABC-6707A9F99215")]
instructions.

The first is the GUID of the example and the second is the
asigned by the Create GUID tool.
 
they change the GUID on 
exactly.  

Can Exchange be installed on same box as CRM 1.2 and SQL Server?

Posted: 18 Aug 2004 02:45 PM PDT

For all in one (SQL, CRM and Exchange) install, the recommended install is
to use SBS 2000 or 2003.

You could install all 3 packages in one box, but you might run into some
problems where certain APIs might get confused becasue the local machine is
also domain controller and Global catalog server. SBS team has taken care of
this issue, hence the recommendation.

"Matt Parks" <com> wrote in message
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it 
the 
need 
I 
the 

Sharepoint integration - August msdn feature pack

Posted: 18 Aug 2004 01:56 PM PDT

yes, don't know much about it except some sort of
integration with Sharepoint. I searched this newsgroup
and found a message referring to this being available in
the August feature pack on msdn. 

CRM redeploy must I un/reinstal SFO clients

Posted: 18 Aug 2004 01:39 PM PDT

Thanks John
 
redeploy. At least 
qLanding.aspx 
message 

Entity mapping Lead to Opportunity/Account/Contact

Posted: 18 Aug 2004 01:03 PM PDT

Yes, you have to do this manually. Even worse, you may have to export the
customizations and modify the values directly in the XML as the numbering can
get out of sync very easily.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 19 Aug 2004 03:59:03 -0700, "phsc" <microsoft.com>
wrote:

How do I make them in sync? As far as I understand I can only add/alter these
values/labels in the picklist via the webmodule and not via Deployment
Manager. And if this is so, Do I really manually have to do this in both
Opportunity, Account and Contact, giving them exact same label an value?

"Matt Parks" wrote:
 

instaling CRM and SQL Server on the same machine

Posted: 18 Aug 2004 11:23 AM PDT

I just got off the phone wth MSFT CRM Pre-Sales. They said as long as the 2
machines are in the same domain, I am fine.

"Matt Parks" wrote:
 

CRM Key

Posted: 18 Aug 2004 10:03 AM PDT

Stanley,

Have you installed the CRM Exchange router on your Exchange server? It sounds
like you haven't done that so when it tries to route the email to the Exchange
router, it isn't finding the needed registry key.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 18 Aug 2004 10:03:07 -0700, "Stanley" <com> wrote:

When I send E-mail, I got error"Communication error,
missing Microsoft CRM key,"
what is it problem? help me please.

Thanks.

Stanley

Duplicate User in Organization

Posted: 17 Aug 2004 11:08 AM PDT

Actually since the two users have differnet domain user name, they are
considered two different users in CRM. The display name could be identical,
and the CRM won't complain, as the underlying "guid" of the users are
different.

You cannot delete users in CRM, only disable them. The leads and contacts
will stay in the sytem, but you might want to assign those to other users
they can see it. Make sure to unassgin the license to the user before
disabling the user, otherwise, the license won't be avaiable for reuse.

"hank" <microsoft.com> wrote in message
news:094e01c48487$6b0ef410$gbl... 

E-mail from Active Directory user to CRM user

Posted: 16 Aug 2004 03:11 PM PDT

That's a huge workaround. I thought there would be a simpler way.
If you have any other ideas, I would appreciate that.

Thank you very much for your help.
Mauricio

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