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Microsoft CRM - Maximizer Compatibility

Microsoft CRM - Maximizer Compatibility

Maximizer Compatibility

Posted: 01 Oct 2004 02:23 PM PDT

Besides the option Stephen gave you, you could also look into the
datamigration toolkit. It will generate a intermediate database, which use
can fill using DTS or other means of SQL importing. You can run the
datamigration to fill the CRM database.

I hope this helps,
Rob Bakkers
Avanade

"crazy-foo" wrote:
 

Modifying View (associated sales)

Posted: 01 Oct 2004 11:10 AM PDT

Right on the money, thanks for the point in the right location.
Much appreciation,
Scott

SFO can't go offline.

Posted: 01 Oct 2004 02:25 AM PDT

We also had this problem but it was a dns configuration error. At a command
prompt run nslookup <crmservername> and make sure that it correctly returns
the ip of your crm server.

If not, go to the advanced properties of TCP/IP, click the DNS tab and
confirm that the "DNS suffix for this connection:" says
<dnsserver>.<domain>.com/local/whatever

-Jason

"sanly" <net> wrote in message
news:google.com... 

Sort order of activities

Posted: 30 Sep 2004 02:22 PM PDT

After sending my previous reply, I realized that it dealt with global
custom activity views in Workplace > Activities, whereas Jason's
original question was specifically about activities associated with an
Opportunity. So, just to clarify, the precise answer to that question
is:

http://<crm-server>/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001903}
(for the Activities and History tabs)

http://<crm-server>/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001951}
(for the Sales Process tab)

CR

Windows open off the screen

Posted: 30 Sep 2004 02:11 PM PDT

What screen resolution are the displays set to? The forms are designed for
1024x728 minimum resolution.

Matt Parks
MVP - Microsoft CRM

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On Thu, 30 Sep 2004 14:30:54 -0700, "Jason Beckett"
<com> wrote:

Nope. Single monitor.

-Jason

"John O'Donnell" <com-nospam> wrote in
message news:%phx.gbl... 
the 

Email Router failure plan?

Posted: 30 Sep 2004 01:46 PM PDT

Might help if Exchange = CRM (ie, SBS2003) somewhat though ?


Tony Foster
GoldMine Support Consultant
FrontRange Certified Professional
Microsoft Business Solutions CRM v1.2 Certified Applications Professional
Microsoft Business Solutions CRM v1.2 Installation & Configuration Certified
Professional

PROFITA BUSINESS CONSULTING:
Aligning Strategy, Processes, People and CRM Systems for Business Success.
GoldMine Certified Solution Partner.
www.profita.co.uk


"Matt Parks" <com> wrote in message
news:com... 
just 

SQL server problem

Posted: 30 Sep 2004 12:33 PM PDT

Hi again with further update.
The client works perfectly if logged on to network as
administrator!! It's definitely a security issue.
What privileges do sfo users need?
thx,
Frank

 
something else is to 
own instance of SQL 
security in your CRM 
there 
svr 
an "access 

webparts

Posted: 30 Sep 2004 11:27 AM PDT

While you could use Crystal Reports to build/display the reports you
want via webparts, your time might be better invested in using SQL
Server Reporting Services. Reporting Services will be the reporting
engine in MSCRM 2005, but you can also use it right now with CRM 1.2, as
described at
http://www.sonomapartners.com/articles/microsoft-crm-sql-report-pack.aspx.

As for the webparts to expose your RS reports, check out
http://blogs.sqlxml.org/bryantlikes/articles/628.aspx.

Chris Rogers
www.CustomerEffective.com


"Ricardo Antunez" <microsoft.com> wrote in
message news:com: 

Question about Status Reason field

Posted: 30 Sep 2004 09:03 AM PDT

So does that mean there is no solution to this problem? If it does not let me
change it, is there a customization I can do to allow the user to modify
this field? My users would like to be able to indicate a reason that an
account is no longer active.

Queue problem and incoming email directed at crm

Posted: 30 Sep 2004 08:26 AM PDT

No Matt - it all works fine now. I just had to dabble in port numbers
because of several websites - CRM being configurable took the hit for the
change and still worked ok so decided originally to leave it as is on port
8080 for now. What I did not realise was the reg entries on other servers
needed hacking to suite, clearly proven by changing it back to port 80 and
it working.

Thanks



"Matt Parks" <com> wrote in message
news:com... 
environment 
that 
wrote: 
store 
activity 
the 
this 
I 
will 
cannot 
wonder 
as 
studied 

Transfering Data from one Server to Another

Posted: 30 Sep 2004 06:52 AM PDT

Thanks Matt - where can I find that?

Matt

"Matt Parks" <com> wrote in message
news:com... 
used for 
<microsoft.com> 
to 
and 

Removing standard Buttons in Tool Bar

Posted: 30 Sep 2004 03:37 AM PDT

Thanks, it works great !

CRM Time Stamp problem

Posted: 29 Sep 2004 01:45 PM PDT

Also, where are you llooking when you see this? If you are looking at the table
directly, that makes sense as all the dates are stored in GMT.

Matt Parks
MVP - Microsoft CRM

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On Wed, 29 Sep 2004 15:49:02 -0700, "Jagan Peri [MSFT]"
<microsoft.com> wrote:

The createdon values are set based on the crm server's timezone. So, if your
users are in a different timezone from that of the crm server, that could
explain the difference.

The actual values stored in the database are in GMT/UTC.

Jagan Peri
Microsoft Business Solutions CRM
This posting is provided "AS IS" with

no warranties, and confers no rights.




"Frank Lee" wrote:
 

Adding a CRM contact from Outlook toolbar

Posted: 29 Sep 2004 01:43 PM PDT

That worked! Can I ask why that worked?

Thanks Frank!

 
Contact" 
in 

Microsoft releases Reporting Services Reporting Pack for MS CRM

Posted: 29 Sep 2004 11:20 AM PDT


The download is free. But the license basis (although talked about as free)
appears to be as a "reporting services trial software" (120 Days) against
the information indicated in the FAQ! I am loathed to install anything that
will only run on an evaluation basis. Don't suppose you have any information
on the full download? The message from Microsoft here is FAR from clear.

http://www.microsoft.com/sql/reporting/downloads/default.asp



"Matt Parks" <com> wrote in message
news:com... 
wrote: 
of 
customer 
customer?) 

Stolen Machine

Posted: 29 Sep 2004 09:27 AM PDT

"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 

Very possibly, but apparently NOT by posting on the "Microsoft CRM" forum
any more than you might expect to find help for it at somewhere like (looks
up a random newsgroup) "alt.tv.friends".....
Did it have CRM Sales for Outlook on it?

Viewing group calendars in CRM

Posted: 29 Sep 2004 07:59 AM PDT

The Original CRM don't have this feature. I made this feature.

[]'s
Vinícius Pitta Lima de Araújjo

"John" <microsoft.com> escreveu na mensagem
news:0b7601c4a634$e2d81a20$gbl... 

CRM Server components for Outlook

Posted: 29 Sep 2004 07:41 AM PDT

Make sure that you are logging in as the end-user who has
a valid license and role.

Good luck!
 
install 
for 
says 
the 
Office 

Import/publish customizations programmatically (for picklist updating, e.g.)?

Posted: 29 Sep 2004 06:58 AM PDT

Chris,

As far as I know, there is no support for automating the Export/Import/publish
processes. It is a simple matter to programatically edit the XML to include the
updated values as you are doing manually.

If you wanted to be adventurous, you could try editing the stored XML in the
OrganzationUIBase table. Then all that should be needed would be to Publish.

Matt Parks
MVP - Microsoft CRM

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On Wed, 29 Sep 2004 13:58:08 -0000, "Chris Rogers"
<microsoft.com> wrote:

While you can query picklist values with CRMCustomization's
RetrievePicklist method, there is no corresponding "setter" method or
any other supported way to update those values programmatically.
Mainly, I think, this is because picklists are contained in form XSL and
thus must be published before taking effect. I can deal with that. I'm
still seeking a programmatic solution, unsupported though it may be.
The idea actually applies more generally than to just picklists:
programmatically publishing customizations. But my immediate need is to
periodically -- and automatically -- update picklists in CRM from
sources maintained externally.

During configuration for our customers we often apply the technique of
manually editing (very carefully!) the customizations XML and then
importing/publishing that, especially for long picklists and/or those
that appear in multiple forms (e.g., state and country picklists to
replace the standard text fields). My complete programmatic solution
would incorporate this: 1) export customizations, 2) modify the
customizations XML, then 3) import/publish those customizations.
Obviously, step 3 is the major hurdle.

Anyone with an angle on this?

Thanks,
Chris Rogers
Customer Effective, Inc.

changing SQL database location

Posted: 29 Sep 2004 06:55 AM PDT

The steps to "recover" the DB onto the new server are covered in the Disaster
reovery section. Once restored, yu will use the Server Management tool in
Deployment manager to redirect CRM to the new server.

Matt Parks
MVP - Microsoft CRM

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On Wed, 29 Sep 2004 23:58:30 -0700, "Ingrid"
<microsoft.com> wrote:

Thanks for the answer but I couldn't find anything related
to this topic in the implementation guide. Neither the
search for "migration" nor "SQL database" or any other
words gave me a chapter with the required information.
I don't want to migrate, but just move existing SQL 2000
databases of a productive CRM 1.2 environment from one
server to another, leaving the CRM on this machine where
it had been installed originally.
I'm using the implementation guide that it's part of the
CRM 1.2 CDs delivered by Microsoft. Do you have any other
sources where I might find the required information?
Thanks.

Ingrid
 
from a single 
implementation guide. 
qLanding.aspx 
message 
hardware, 
configuration. 
be 
administrator". 
problem. 
running? 

Root Toolbar

Posted: 29 Sep 2004 06:39 AM PDT

Eli,

If you are good with Javascript, you should be able to add elements to the page
in the window.onload to do this. You will need to dig to determine the correct
page to modify though.

Matt Parks
MVP - Microsoft CRM

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On Thu, 30 Sep 2004 07:39:06 -0700, Eli <com> wrote:

Rob & John,
I know how to add menu and submenu to the root level stuff. What I am
trying to do is add a toolbar right below the menus. I want to give access
to users to certain pages/programs with just a single click, not like in the
menu where you click on menu heading and then you click on the menu item.
And I want for the web page/program to open in its own screen no in the
right-hand frame. Any ideas?

Sincerely,
Eli

"Rob Bakkers" wrote:
 

Reset CRM

Posted: 29 Sep 2004 04:13 AM PDT

This will NOT remove existing data from the tables. The warning is there
because you are updating the picklists and as a result can cause a data problem
with existing data.

Matt Parks
MVP - Microsoft CRM

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On Thu, 30 Sep 2004 11:50:59 +0200, CianoBer
<microsoft.com> wrote:

ies, you can reset alla data.

launch deployment manager on the server, and on the tree select action
- all task - export customization.
After launch action - all task - import customization ad select the
same file.

In the message-box select ies and you clear the data from the tables
in your database...

Byez

Luciano Berlanda



On Wed, 29 Sep 2004 04:13:14 -0700, "Ricardo"
<microsoft.com> wrote:
 

Email router problem

Posted: 29 Sep 2004 03:45 AM PDT

Should be a good starrt. If those steps don't work, post back with more
specifics.

Matt Parks
MVP - Microsoft CRM

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On Thu, 30 Sep 2004 01:25:04 -0700, "PeteC" <microsoft.com>
wrote:

Hi Matt,

The event viewer was showing a SOAP proxy error which when iI look through
the newsgroup looks like a OWA problem so we are going to use the workaround
recommended for that. Does that sound right to you ?

"Matt Parks" wrote:
 

Multi-select Listbox

Posted: 29 Sep 2004 02:25 AM PDT

of course you can also disable the memo field by using javascript when
loading the aspx file (modifying the aspx file is not supported, but it
sometimes is needed).
you can then add 2 pick lists, both with the same values, and one memo
field. the first picklist will be adding the products to the disabled
memofield, the second removing the products. then you do have your selfmade
multi select box.

Ronald Lemmen
Avanade

"Rob Bakkers" wrote:
 

How do you setup workflow rules?

Posted: 28 Sep 2004 12:53 PM PDT

If you have a sales professional license, use the workflow manager. Just
select the opportunity object in the object dropdown, chooses sales process
in the view dropdown, and choose file->new from the menu.

If you have a standard license, you have to do a form customization that
sets a close probability field on your opportunity form as the tasks in the
process are complete.

"Scooter" wrote: