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Microsoft CRM - Why can't I make changes to the activity schema?

Microsoft CRM - Why can't I make changes to the activity schema?

Why can't I make changes to the activity schema?

Posted: 21 Aug 2004 10:17 PM PDT

Hi,

I have tried this, and as usual it is not supported by
MS. Hack away in the metadatabase....
 
it though. The way 
te forms are actually 
uses XML & XSLT to 
for the activity object. 

Field validation and formatting

Posted: 21 Aug 2004 04:49 PM PDT

Paul,

There are some unsupported ways of adding events to other fields. it involves
exporting the customizations, then editing the resulting XML. You need to find
an example of how the OnChange is tied to a picklist and then replicate these
nodes on the field in question.

A few warnings though:

- Make sure to keep a backup of the original customization file. This way you
can always put it back the way it was.

- Make sure you are careful with the node names, etc.

Matt Parks
MVP - Microsoft CRM

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On Sun, 22 Aug 2004 10:04:51 -0500, "Paul McBride" <net> wrote:

Thanks for the reply.

But, really? They didn't expose an onBlur event for the standard text boxes?

I would love to hear, from someone at MS, if possible, exactly what the
rationale behind that decision was. I mean, this IS web programming 101.

Very frustrating...
"Benjamin Zachary" <com.spam> wrote in message
news:46.248.16... 

CRM 1.2 Data migration

Posted: 21 Aug 2004 12:50 PM PDT

its a bit late here so if I am missing the point please ignore me :-)

Right now you are using SBS 2003 and moving to 2003 enterprise? Will this be
in a new domain or are you upgrading the SBS box to the new domain? Either
way check out these tools which help

http://www.microsoft.com/downloads/details.aspx?FamilyID=bfced393-61db-49af-9a50-4a90b311fa7d&DisplayLang=en#filelist



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


"Steven B" <microsoft.com> wrote in message
news:aa4701c487b8$153762a0$gbl... 

CRM for a tech support company

Posted: 20 Aug 2004 02:41 PM PDT

We have looked at it for our time billing and there is a nice section
there for service contracts, and then you apply work performed to service
contract and it breaks it down. It keeps a nice history under the Account
/ Contracts area with a breakdown of all the work but it does not tie
into anything for billing. It works well for in house support and things
of that nature but probably isnt going to work for field service since
the Service piece doesnt have a Synch option (SFO = SALES for Outlook not
Service! heh).

"Mike Coleman" <net> wrote in
news:O292$phx.gbl:
 

Microsoft.CRM.Proxy.BizUser or Microsft.Crm.Platform.Proxy.BizUser

Posted: 20 Aug 2004 01:42 PM PDT

t

"Jake Horn" wrote:
 

MSCRM SFO client won't synchronize

Posted: 20 Aug 2004 09:46 AM PDT

I just had this one. I briefly saw an error about SSPI so I tried running
this at a command prompt:

osql -E -Scrmservername

And I got back

Cannot generate SSPI context

I ran windows\system32\cliconfg.exe and set up the alias to the SQL server
as Named Pipes instead of TCP/IP. Now the OSQL command works and logs in
(-E tells it to use Windows authentication). Went into Outlook - go
offline, works away (a bit slower though).

What's the cause - my DNS is not working correctly. Probably because I am
running against a virtual server. Anyway, check your DNS - might be the
problem.


Stephen



"Steds" <logicale.co.uk> wrote in message
news:talkaboutsoftware.com... 

Add Lead Source

Posted: 20 Aug 2004 08:13 AM PDT

You need to publish from Deployment manager on the CRM Server and then issue an
IISRESET.

Matt Parks
MVP - Microsoft CRM

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On Fri, 20 Aug 2004 13:11:25 -0700, "Paul Hieb" <com> wrote:

So what's the procedure to "publish the changes"

I've made several modifications to various forms, and none
of them have done anything to the actual forms. I assume
that is because I haven't done this step.

Thanks!
 

Deletion of Fields - MS reps out there?

Posted: 20 Aug 2004 08:02 AM PDT

PS: I forgot my std qualifier: MAKE SURE YOU HAVE BACKUPS. :-)

Matt Parks
MVP - Microsoft CRM

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On Fri, 20 Aug 2004 10:02:21 -0500, "Kristina Ledford" <com>
wrote:

Haven't seen this asked in a while... any chance of field deletion in the
future? We have about 20 extra fields we do not use/need.

Kristina

ps
We have a test environment, I would be happy to give things a try if anyone
has done this already...

405: Method Not Allowed

Posted: 20 Aug 2004 06:21 AM PDT

Check that the URL for the .srf files is correct in your application.

I get this error on Outlook clients because there is no valid http path to
..srf files.


Stephen

"tashtan" <net> wrote in message
news:phx.gbl... 

ERROR: user already exisits !

Posted: 20 Aug 2004 04:00 AM PDT

yup ! that was it. i removed the users from the members list and it worked.
Thanks Matt.
Ashfaq

"Matt Parks" <com> wrote in message
news:com... 
indicating 
wrote: 
few 
to 
the 

GP 8.0 and MS CRM

Posted: 19 Aug 2004 11:09 PM PDT

It all depends. What are you trying to accomplish? If you truly need CRM and
you need it to integrate with GP, then you either need to wait until MS supports
this (which last I heard won't be until CRM 2005) or you need to pursue another
integration solution like George mentioned.

Aside from that, as for whether to update GP is purely a business decision on
your end. The UI improvements are great and it seems fairly stable.

Matt Parks
MVP - Microsoft CRM

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On Fri, 20 Aug 2004 10:15:14 -0700, <microsoft.com> wrote:

Thanks for the reply... Would you know then if it's ok to
go ahead and upgrade from 7.5 to 8.0 and just implement MS
CRM when it's ready to integrate to 8.0? Thanks 
Great Plain 8.0. 
wrote in message 
8.0 

Problem after Win XP SP2

Posted: 19 Aug 2004 09:02 PM PDT

"=?Utf-8?B?QXBwYSBEZXY=?=" <microsoft.com> wrote in
news:com:
 

You also need to turn off the pop up blocker built into SP2 thats your
first problem. Instead of applying all the patches you can get by for
awhile by adding the crm server into the trusted sites, but I believe
theres still an issue with running Crystal Reports Im going to verify on
Monday.

Help!!! Unbelievable!!! Cannot Add Account...

Posted: 19 Aug 2004 04:33 PM PDT

Try using fewer exclamation marks

"Hank" <microsoft.com> wrote in message
news:9dad01c486da$0fcad4c0$gbl...
Can anyone recommend a newsgroup that people reply to?
Does Microsoft monitor this newsgroup?
Is it just me or does everyone feel like a beta-tester for
CRM?
 
getting 
any 
= 
- 
i 
t 
- 
3 
t 

Custom fields showing as Number type in Crystal but Picklist in CRM

Posted: 19 Aug 2004 12:03 PM PDT

one of the gotchas of crystal!

lets say you have a field called CFPjohnsfield. This value is a picklist.
When you click insert field you will see this field listed but you will also
see a field with the same name except it will also have the word name added
to the end like this CFPjohnsfieldname. This of course will contain the
actual string rather than just a number

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


"Roger Strain" <co.za> wrote in message
news:google.com... 

Contact activity history

Posted: 19 Aug 2004 12:03 PM PDT

buy the c360 software plugins is the quickest way.

"kat" wrote:
 

Duplicate records in CRM

Posted: 19 Aug 2004 07:52 AM PDT

Check the MS CRM 1.0 MSDN there is a useful code there for duplicate records
if you know programming.
"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 
bring 

CRM Deployment Manager error

Posted: 19 Aug 2004 07:11 AM PDT

The CRM HOmepage won't ask for a login as it uses integrated security. So it
should inherit the current domain login of the user.

Typically, the anonymous login problem is related to the security of the
services that CRM & SQL are running under. What are those services configured
to use? (ie. Local System vs domain account).

Matt Parks
MVP - Microsoft CRM

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On Fri, 20 Aug 2004 13:14:58 -0700, <microsoft.com> wrote:

I tried adding 'NT AUTHORITY\ANONYMOUS LOGON' user on the
databases on sql server, and the error has disappeared.

But my concern is that now, crm homepage dosent ask for
login info.

Has anyone read in instalation procedures, to create an
account in sql server for crm to login as a anonymouse
intially ?

Or its supposed to be done by the installation ?

PostURL

Posted: 19 Aug 2004 04:55 AM PDT

No, the PostUrl does just that, it Posts the data in the form object.

How are that values being "displayed"? Since the page is invoked from the
workflow engine, you need to send "messages" to a file (or other log) as typical
form display won't work.

Matt Parks
MVP - Microsoft CRM

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On Thu, 19 Aug 2004 16:38:35 +0100, "Stephen Redmond" <ie>
wrote:

I might be wrong here but does this not come through the QueryString object
instead of the Form object?


Stephen

"Guru" <microsoft.com> wrote in message
news:com...