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Microsoft CRM - Wanted: Install & Config Course Notes v1.2

Microsoft CRM - Wanted: Install & Config Course Notes v1.2

Wanted: Install & Config Course Notes v1.2

Posted: 27 Aug 2004 03:12 AM PDT

"nordberg" <com> wrote in message
news:phx.gbl... 
allowed, 


Resent unfortunuately has no impact in this situation, I think the position
comes down to the fact that you are expected to obtain the course content
manuals by legal methods (approx 200 ea alone I believe for GBP) or obtain
manuals by attending the full course at something like 700 a time, or
perhaps like I suggested you might be able to sneak peak or temporarily
borrow from any colleague you have with the manuals?
This is in fact what I have done, this is different as they happen to be
held at our consultancy. I am not deliberately going out of my way to obtain
something I should not have access to or breach copyright to be fair. Not
being judgemental, but I don't think this Microsoft monitored group is
necessarily the best platform for such a request.

Given how hard they are to obtain and costly, and given the DMF section is a
substantial part of the guide not to mention covered by MS copyright, I can
only commiserate that you cannot get hold of the manuals by another means -
but I can't imagine anyone will publically offer to help in this respect. MS
have to cover their costs which is another aspect to why it might seem
expensive, but it really isn't when you appreciate they have subsidised a
lot of the courses and content.

Think of it that the manuals are only something like only 3 times more than
the cost for you taking the exams, so if you were to fail the exams three
times that would have afforded you an official pair of manuals for the
install & config course.

can't find crm in browser

Posted: 27 Aug 2004 01:03 AM PDT

yes, I've tried localhost, the server name, urls I know that work...
everything...

CRM 1.2 and Outlook 2003 experiences

Posted: 26 Aug 2004 10:17 AM PDT

Any way to set window size when tab is selected?

Posted: 26 Aug 2004 09:53 AM PDT

No, I simply wanted to resize the windows that was
currently active when they selected a tab that switched
over to my ASP.NET page (such as being in a Contact and
hitting a tab on the left side).

David
 
trying to control the 
on your button, that 
any set of custom 
/methods/open_0.asp?frame=true 
would pass something 
confers no rights. 
CRM v1.x. The best 
Navigation Tabs" to the 
URL will be called and 
Code of the parent record. 
us/CrmSdk/htm/intdetailformnavpane.asp?frame=true 
and the feature team 
and confers no rights. 
for 
brings 

Curious Email behavior

Posted: 26 Aug 2004 07:25 AM PDT

In addition, you do need to set the CRMEmail advanced attribute for the user
that wants inbound email routed into CRM. This step is the same as setting up a
Queue email user. (Just don't "disable" the user :-) )

Matt Parks
MVP - Microsoft CRM

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On Thu, 26 Aug 2004 15:38:04 +0100, "Antoine" <pipex.com> wrote:

"Nick Palmer" <com> wrote in message
news:supernews.com... 
CRM, 

It uses the Email Router in CRM against your email server, and recognises
the GUID identifier hidden away far into the email title.
This is completely standard functionality.

If you also want to avoid converting ALL emails into CRM that pass through
the router by the way, you
have to check your personal options within CRM so it only actions against
emails about CRM records.

If the email has originated from CRM then any reply to the CRM user should
get created in CRM, as default behaviour.

The question relating to queues is unrelated to the main question you had,
but yes its setup correctly and should be disabled.


Best regards,

Tony Foster
GoldMine Support Consultant
Microsoft Business Solutions CRM 1.2 Certified Applications Professional

Profita Limited Incorporating Mentors In Marketing & ClearView IT

SFO synch questions

Posted: 26 Aug 2004 03:49 AM PDT

And the updates that are "played back" do not take into acount "when" the change
was made. Assume the following timeline of 2 users who are both Offline:

- User A changes a phone number on an Account
- User B changes the same phone number
- User B goes back online
- User A goes back online

In this case, it is User A's change that is kept as that was the last update
applied. It isn't standard SQL replication that has conflict resolution in it.

Matt Parks
MVP - Microsoft CRM

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On Thu, 26 Aug 2004 11:56:31 +0100, "DaveR" <co.uk> wrote:

My understanding is as follows

When SFO syncronises with the CRM server it uses a method called 'playback'
to write changes only back to the CRM server. It syncronises at a field
level for only the modified records

The current issue with sync will only affect a record if the same field on
the same record is updated while the client is offline, as you already sound
aware of the issue, you should know that the client will always win in this
instance, but in the instance you're talking about by which different fields
on the same record are updated there should be no issue.

Regards

David

"Diogo Maya Monteiro" <microsoft.com> wrote in message
news:087401c48b5a$6215a640$gbl... 

Jscript window opener

Posted: 26 Aug 2004 01:49 AM PDT

Hi Aaron,

Yes, I was using a button created in the ISV.config to
open a new window.

But I am still unable to get the crmForm value even with
WinMode=0, which is the default value.

Is there any other setting than WinMode that I have to
set?

My ISV.config line looks like this:
<Button Title="Print" Icon="whatever"
Url="http://crmserver/printreport.html" WinMode="0"/>

The printreport.html contains the jscript that uses the
window.opener to get the invoicenumber.

The jscript should be ok as it runs fine when activated
from a picklist in the Invoice Page.

Thanks for the input.
James
 
The "supported" way and the  
Object Type Code and  
call to the CRM  
information you would like  
ID of the record 
via XML HTTP) you  
Invoice Number 
suggest. Using  
value.  
a Window (not a  
for Windows and  
dialog, it won't be  
Window by setting  
tested it on my box): 
future versions as the  
change. You should also  
window could be  
situations gracefully. 
confers no rights. 
the ISV.config file? If so, 
the objectid & type. You 
from the object yourself. 
the  
have  
in  
would 
invoiceid=window.opener.document.crmForm.invoicenu mber.val 
this  
and I 
crmForm 
am 

Max Customers Accounts in CRM 1.2

Posted: 25 Aug 2004 11:51 PM PDT

we have a customer that have more than 3 million Accounts records. it just
works fine.

Timucin Devirmis
Mobitek Bilisim
MS Certified CRM Partner


"JZ" <com.pk> wrote in message
news:phx.gbl... 

Question On Fields

Posted: 25 Aug 2004 03:39 PM PDT

I can only guess that the reason they provide 2 different options is to give you
a choice. Not everyone will use SIC codes and they may want a differnt list of
"industries" then what is provided. This way, they can use the Industry field
as they want to without "changing" what is considered a standard list.

If you don't need the INdustry field, then you should remove the one you don't
need via the form customizations.

Matt Parks
MVP - Microsoft CRM

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On Thu, 26 Aug 2004 09:38:43 -0700, "Shauna"
<microsoft.com> wrote:

Thanks!

But does not the SIC code also describe the industry and
sub category of the indsutry as well through the code or
is the industry code more for a custom internal code a
firm may use or a portion of the SIC code that a firm
might use.

Standardly we would use only the SIC code. So still a
bit confused.

Shauna 
attributes: 
Account 
account is associated... 
wrote in message 
the 

not enough licenses when opeing reports

Posted: 25 Aug 2004 02:52 PM PDT

Thanks, but unfortunately this did not work.

 
- 
have 
a 
The 
(Y:\backend\WebAppServer\wsconnector\src\isapi\wor kerpool.c 

CRM installed on a Domain Controller

Posted: 25 Aug 2004 02:48 PM PDT

There are a number of different ways to install the various components. The IG
is just that, a guide. There are many places that run AD & Exchange on the same
machine. If the client is concerned about AD crashing if Exchange goes down,
then they aren't going to be happy with a SBS installation either.

Bottom line is the client needs ot determine what's more important to them:
stability or price. if they want the stability, they are going to have to shell
out more money for additional servers.

Matt Parks
MVP - Microsoft CRM

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On Thu, 26 Aug 2004 12:27:09 -0700, Alexandra
<microsoft.com> wrote:

Thanks again Matt, but I don't get why does not 2-server scenario appear in
the implementation Guide? A friend told me that the reason for the three
servers is that Exchange could produce a System Down on the AD server. I'd
like to know why in the guide doesn't appear 2-server opcion, because my
client is going to ask me that...

"Matt Parks" wrote:
 

creating duplicate accounts

Posted: 25 Aug 2004 02:46 PM PDT

I will either leave the screen and come back or click the
refresh button provided.

 
F5? It so, then this 
thus create a new 
<microsoft.com> 
know 
it? 

lookup

Posted: 25 Aug 2004 02:42 PM PDT

It has been promised for CRM 2005. Along with the ability to create new
entities.

Matt Parks
MVP - Microsoft CRM

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On Thu, 26 Aug 2004 06:28:17 -0700, "kat" <microsoft.com>
wrote:

CRM does not support user-created lookup fields. Maybe
for version 2??
 

help with eval

Posted: 25 Aug 2004 12:53 PM PDT


"Matt Parks" <com> wrote in message
news:com... 
Thanks. Found it buried at the end of the 1.2 IG guide. Thanks!!

S

crm browser deadlock

Posted: 25 Aug 2004 10:04 AM PDT

Thanks Alex.

This is very disappointing news. We encounter many
companies who have conservative controls over the upgrade
of their systems and are very slow to move off their NT
servers and subsequently still have many groups of NT
workstation clients.

The Implementation Guide covers the issues regarding co-
existence of Win 2K and NT in considerable detail - it
should be expected that some customers with NT servers
will still have NT workstations.

Are there ANY known instances of the unsupported running
of the CRM browser on NT workstation?

thx in advance,
FGF



 
Workstation is not a 
any testing against 
client platforms. 
message 
closed - 
no 
that 
browser 

Modifying Activities associated view

Posted: 25 Aug 2004 04:59 AM PDT

Thank you for your feedback.

I have no problem with loosing the changes to the view made when upgrading
to the next version of CRM. After all it's only a view, so no data will be
corrupted.
I will go ahead and make the modifications in my production environment.

Ketil.

On Thu, 26 Aug 2004 12:01:42 -0500, Matt Parks
<com> wrote:
 



--
Using M2, Opera's revolutionary e-mail client: http://www.opera.com/m2/

CRM Billing customization, consultants?

Posted: 24 Aug 2004 12:49 PM PDT

We are located in Wilmington Delaware
 
location/region 
a 
problem 
the