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Microsoft CRM - converting leads to accounts

Microsoft CRM - converting leads to accounts

converting leads to accounts

Posted: 16 Sep 2004 07:17 AM PDT

Hi Ann,

Have a look at the documentation on MSDN.

Basically, a Post Callout is a COM object (which you can write in any
language that allows you to write COM objects). You register the COM object
with CRM for different entities Add, Edit or Delete (i.e. You say, when
Accounts are added, call this function in the COM object). The COM object
receives the id of the record so it can generate an Account number and write
it back.


Stephen


"Ann" <microsoft.com> wrote in message
news:0b8e01c49bfc$e6674d10$gbl... 

Customizations - how to deploy on multiple servers

Posted: 16 Sep 2004 06:09 AM PDT

You may not necessarily have to export from your target system, instead have
2 exports from dev systems and splice those together. You definitely need
to know what you are doing!

One thing that I have noticed - you do not need to have every section in the
file. For example, I have removed the whole attribute sections if I just
wanted to do a quick reimport of customizations (because it insists on
trying to reapply the attributes even though they are there and it takes a
while).

There are lots of tools out there to edit XML - me, I prefer a notepad
(although I do like the Ctrl-K + Ctrl-D feature in Visual Studio for
reformatting XML - makes those big long strings easier to manage).

Stephen



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

Microsoft CRM Security Service

Posted: 16 Sep 2004 01:01 AM PDT

security service is also dependent on the sql service and the Acive
directory.
so make sure that sql and active directory are running properly before u try
to start the security service.
Hope this helps.

--
Regards
Ashfaq Ali

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

How to delete a user from AD without CRM troubles?

Posted: 15 Sep 2004 03:55 AM PDT

You should also assign the user's records to someone
else. Check microsoft knowledge base (or google-search
this group) for info on retrieving the license.

Good luck!
Kat 
in message  
user is deleted  
there will be no 
was deleted from AD 

How to delete Fiscal Year Settings ?

Posted: 15 Sep 2004 03:09 AM PDT

Once set you cannot change the fiscal year settings official Microsoft
course suggests that reinstallation is the only option. Note: if you have
made any config changes you cannot export and reimport as fiscal settings
will come across in the import as well.


"Sebastiano Castrini" <castrini(remove)@libero.it> wrote in message
news:phx.gbl... 
! 

mscrm case studies

Posted: 14 Sep 2004 03:23 PM PDT

All available case studies are on the site I referenced. Norma is a Product
Manager on our team. I was just giving proper credit where credit was do,
don't want people thinking I did all the work!

Jason Hunt
Technical Product Manager
Microsoft Business Solutions CRM

This posting is provided "AS IS" with no warranties, and confers no rights.

"erez" <com> wrote in message
news:google.com... 

How to add company name in activitylist of home page?

Posted: 14 Sep 2004 06:01 AM PDT

sorry Chris, should have been clearer. There is some coding involved
in this.
send me an email and I can provide you more information. this is one
of several CRM "utilities" we have developed as an MS CRM ISV partner.

Post URL : Error

Posted: 14 Sep 2004 02:13 AM PDT

Raju,

Make sure you are returning at least the base HTML & BODY tags in the ASPX page
as well. The workflow engine is expecting some sort of response and if you
don't send back some content, it will assume the call failed.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
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On Tue, 14 Sep 2004 14:43:04 +0530, "Raju" <com> wrote:

Hi,

I've created a rule for New Lead event.
In post URl action, I've specified the url
:http://localhost/WebApplication1/WebForm1.aspx

In the form load of the webform1.aspx , i wrote the following code.

FileInfo fi = new FileInfo(@"D:\CRMDB\CLEAD.txt");
StreamWriter s = fi.AppendText();

s.WriteLine("AccountID: " + Request.Form["accountid"]);

s.WriteLine();

s.Close();

I was getting the following error when i create a new lead.


Event Type: Error
Event Source: MSCRMWorkflowService
Event Category: None
Event ID: 5895
Date: 9/14/2004
Time: 1:37:16 PM
User: N/A
Computer: NG2003
Description:
Error: action {DE855F26-C27E-4240-B27A-C84C7FDFA41C} failed in step
{C4BE5593-A362-4C89-A22B-FBECAC2A6F72} of process instance
{123F6423-AA8D-4479-8F88-58CBA2FDFB13}.
<description>Error in action posturl.</description><details>Failed to
connect the url
http://localhost/WebApplication1/WebForm1.aspx</details><file>d:\crm\build\3297\src\platform\workf low\service\processengine.inl</file><line>5248</line>


Help Needed.

Thanks in Advance

Regards,
Raju

High CPU on Server

Posted: 14 Sep 2004 01:36 AM PDT

Aaron Elder [MSFT] wrote:
 

Good info, thanks.
--
Jeff

Updating data in fields

Posted: 13 Sep 2004 11:07 PM PDT

Besides Scribe, you may also consider a few other approaches:

- Write SDK calls to update the values for each Account
- Update the database table directly with SQL. This isn't supported, but in
this case will probably not cause any problems.

The SDK approach is the "supported" method to do this. Assuming you can easily
map the external data to the appropriate AccountId values, the code to do this
would be pretty straight forward. Just a matter of going through each Account,
building the update XML for the fields you want toupdate, and then sending it to
the CRMAccount.update method.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On 13 Sep 2004 23:07:13 -0700, com (Lee) wrote:

Hi,

I have several thousand records in MS CRM (leads and accounts), which
contain fields like annual turnover, number of employees etc. In 12
months time the information in such fields will be out of date and I
need to be able to up date these fields from an external source so
that we can continually target our marketing activity based on fields
like turnover, number of employees etc.

Can anyone tell me how I update individual fields for a record using
data from an external source?

Best regards
Lee

Team test question

Posted: 13 Sep 2004 09:39 AM PDT

Aaron is correct. The documentation error will be fixed in the next release.

"Aaron Elder [MSFT]" wrote:
 

MS CRM vs other products (Act, Goldmine, Siebel)

Posted: 13 Sep 2004 02:26 AM PDT

MS CRM compared to Act! is not a good comparison - they
are not a good alignment to compare feature set.

MS CRM is Microsoft's attempt at a 'customer relationship
management' product (albeit currently incomplete, quite
inflexible and requiring a pretty hefty investment in
setup, etc.) whereas Act! is a contact manager - it is a
tool for sales people w/o the support/service modules and
other things that typically are part of CRM.

Act! has just released a new version that comes in two
falvors - both running on MS SQL server technology.
Depending on the number of users you need, the 'standard'
version list at about $229 and the premium version which
includes MS SQL Server 2000 Standard goes for $399,
supporting up to 50 users.

What you need to do is look at your business needs, the
existing LAN/PC infrastructure, your existing data that
you would migrate, the projected size of the dataset, etc.

Then, once you have a clearer understanding of what you
need, start looking at products, not the other way
around. A successful sales/CRM implementation needs to be
business driven, not technology driven.

If more businesses understood this, Microsoft would do a
better job with their CRM product than they are...