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Microsoft CRM - General placement of CRM in enterprise

Microsoft CRM - General placement of CRM in enterprise

General placement of CRM in enterprise

Posted: 17 Sep 2004 08:31 PM PDT

Try this out:
http://www.stlu.com/attend/othercourse_gpu.asp?ugid=8dhla8yuOLPJ

This is a free demo course that takes you through using the CRM sales
module. It will probably give you a better feel for the application's
features than any of the Microsoft documentation. After that, you might want
to contact a partner in your local area that is CRM certified. They should be
able to give you a live demo of the product. From your description of your
in-house system, it sounds like CRM could be a good fit. Good luck...

"Tom Heavey" wrote:
 

Can't get CRM Sales for Outlook to go offline

Posted: 17 Sep 2004 06:04 PM PDT

Dear Matt,

did you already have a solution, or are you trying again with Outlook 2003?

Geetings Illi

"Matt" <microsoft.com> schreef in bericht
news:uFhn$phx.gbl... 

Is CRM Sales for Outlook supported with Outlook 2003

Posted: 17 Sep 2004 11:25 AM PDT

I have corrected the problem through the brute force approach. I have
reinstalled XP Pro and Office 2003 and the install went fine. Fortunately, I
was at the very beginning of configuring my machine, so it wasn't much work
lost.

However, I am now faced with this error when I try to go offline:

CRM Sales for Outlook cannot go offline. The logged on user does not have
the sufficient privileges, or the Microsoft CRM server was not found.

Also, I do not seem to be able to create CRM contacts/Appts/Tasks, etc.
(i.e. cannot link them to CRM objects).

Thanks,
Matt



"Peter Lynch" <com> wrote in message
news:phx.gbl... 
set 

server doesn´t answer

Posted: 16 Sep 2004 06:27 PM PDT

But you need to first go into the IE browser and into the user admin from there
to assign a license to your own userid. As I indicated, this is convered in the
implementation guide.

PS: BAD ETIQUITE TO SHOUT

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Fri, 17 Sep 2004 08:47:02 -0700, "Neto Sif"
<microsoft.com> wrote:

THANSK MATT,

I DID NOT INSTALL THE CLIENTS YET, ONLY THE SERVER, THE MESSAGE THAT I TOLD
YOU WAS ON THE CRM SERVER ADMIN, WHEN I TRY TO OPEN IT.

WHAT I DO IS THE FOLLOW:

ON THE SERVER

1 OPEN ALL PROGRAMS AT START MENU
2 GO TO THE CRM SERVER MENU
3 OPEN THE WORK FL ADMIN
4 ASK FOR THE DESTINATION CRM SERVER, SHOWS LOCAL HOST, I TRIED WITH LOCAL
HOST, WITH THE NAME OF THE SERVER, BUT THEN APPEARS A MESSAGE
"THE SERVER DOESN´T RESPOND, IS NOT AVIABLE OR IT IS NOT A CRM SERVER"
AND IT CLOSES.

NETO SIF



"Matt Parks" wrote:
 

CRM Data Model

Posted: 16 Sep 2004 01:37 PM PDT

If you create a diagram in Enterprise Manager, it will show the FK references
fro you automatically.

Matt Parks
MVP - Microsoft CRM

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On 16 Sep 2004 13:37:01 -0700, "BryanK" <com> wrote:

Does anyone know of a data model for the CRM databases? It would be
great to know how each of the MSCRM tables are linked (primary keys)
and table contents/data types when trying to create joined Crystal
reports, SQL queries and Scribe links. Thanks.

Customizing the "NOTES" form ? Can we ?

Posted: 16 Sep 2004 12:58 PM PDT

Here's some sample code to do it.

It should be obvious where it needs to be pasted, once you've checked the
asp file
<tr>
<td class="req">Title</td>
<!--<td><cnt:AppTextInputControl id="subject" required
maxlength="255" runat="server"/></td>-->
<td><input name="subject" value="<%= DateTime.Now.ToString()%> -
"></input></td>
</tr>

As you can see, the standard MS CRM code has been commented out, and
replaced with a very simple text box which displays todays date/time as a
default

SouthStand

"Matt Parks" wrote:
 

formatting Quotes

Posted: 16 Sep 2004 09:19 AM PDT

Thanks for the tip - found both the Crystal and the Word Template options-
never saw these mentioned in MS documentation!

Thanks

Roger

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

Opinion on MS CRM

Posted: 16 Sep 2004 07:26 AM PDT

Hi Fred,

In quick words, the software is in its first version (not quite stable).
There is some problem with the MS CRM Email (GUID attached to the subject).
There is no appointement sharing. MS CRM requires lots of prequesties
software (Active Directory in Native Mode (XP and above), SQL Server and MS
Exchange for emailing. There is also some problem that will be solved in 2.0
like activity customization and Interobject relationships. You can not set
up security on certain fields of a MS CRM object; You can either see or not
see the whole object. It is also impossible to have a user member of more
than one sales territory. There is no activity pop up reminders in MS CRM
Web Clients. MS CRM does not allow the capability to detect MS CRM Objects
that have file attachements. You can not add a unlimited number of fields
due to a SQL Server limitations. MS CRM is per nominative user so each MS
CRM user requires a unique license. It is hard in MS CRM to enforce Cross
Selling since you cannot have an advanced find on orders relating customers
and products. It is also hard to link competitor to account. You can only
link competitor to opportunities. MS CRM will only integrate with Great
Plains 8.0 beginning December 2004

As for the advantages,
MS CRM is extremely user friendly (The user will easily learn how to use
it). MS CRM is a web application. MS CRM may be very easily custimized. MS
CRM is a new product built under .NET so advanced custimization and
integration is very powerful compared to other CRM Systems that have old
software architectures and may not be customized. Hence, you will be able to
customize detailed, specific and needed requirements through the SDK.
Microsoft Support is remarkable concerning MS CRM. You can always excpet a
reply or a phone call for MS Support in the same day you requested help. MS
CRM is an extremely dynamic product (Because of MS). You can expect new
features in Version 2.0 (Activity Management and Interrelationship objects)
and customer portal in Version 3.0.

In sumarry, consider MS CRM if you are Microsoft oriented in your IT
Infrastructure and never pursue a MS CRM adventure without having a
dedicated partner that is commited to delivery and support. If those two
prerequistes are found, installing MS CRM will certainly be the right and
lucrative action to do.

Regards,



"Antoine" <pipex.com> wrote in message
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http://www.microsoft.com/businessSolutions/Microsoft%20Customer%20Relationship%20Management/default.mspx 
you 

Create Lead Problem

Posted: 14 Sep 2004 12:43 PM PDT

Ensure that you are setting the proper servername

"Matt Parks" <com> wrote in message
news:com... 
it's 
should be 
run 
from 
wrote: 

Opportunity revenue estimate from quotes

Posted: 13 Sep 2004 11:36 AM PDT

Thanks Jason - I will give that a shot sometime soon. I'm not quite ready to
start writing code for this yet, but should be soon.

Thanks,
Matt

"Jason Hunt (MSFT)" <microsoft.com> wrote in message
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rights.