Pages

Search

Microsoft CRM - Cannot open or create Contact from SFO

Microsoft CRM - Cannot open or create Contact from SFO

Cannot open or create Contact from SFO

Posted: 26 Oct 2004 08:45 AM PDT

Strange problem. Thanks for the reply/info. Good luck.

Daryl
 
web.conf to show a 
do so, you must change 
value="On"/> 
out that it was a 
open a contact, 
I went to the 
them from the server 
suggest 
restarting 
permissions 
to 
user 
through 
this 
--- 
trace 
didn't 

Account vs. Competitor?

Posted: 26 Oct 2004 02:37 AM PDT

I agree, we're adopting to using "Competitor" as a
relationship type in the hopes to simply the tabs/screens
our users must use. However, CRM will not map a lost
opportunity to an existing account. Argh!

Microsoft CRM could not validate this instance of SQL Server ------HELP!

Posted: 25 Oct 2004 09:34 PM PDT

DAMMIT, MAN! YOU WERE RIGHT!! UNINSTALL SQL AND REINSTALL IT!! THEN INSTALL
CRM AND VOILA!! My only question is, how the hell do I put my old databases
back online now?? *sigh*


BJ

"BJ" <net> wrote in message
news:phx.gbl... 
that 
http://groups.google.nl/groups?hl=nl&lr=&threadm=cdoc405c085kpfgqmqg372sgh dvhqmvjc7%404ax.com&rnum=2&prev=/groups%3Fq%3DMicrosoft%2BCRM%2Bcould%2Bnot%2Bvalid ate%2Bthis%2Binstance%2Bof%2BSQL%2BServer%26hl%3Dn l%26lr%3D%26selm%3Dcdoc405c085kpfgqmqg372sghdvhqmv jc7%25404ax.com%26rnum%3D2 
account 

SFO Installation Error - Can't Find CRM Server

Posted: 25 Oct 2004 07:39 PM PDT

And also to make sure that the user has a license assigned to him as well.

"Ronald Lemmen" <RonaldL@-REMOVETHIS-avanade.com> wrote in message
news:com... 
in 
Server" 
it. 

Delete reports

Posted: 25 Oct 2004 05:13 PM PDT

Thank you!

"fred caldera" wrote:
 

setup was unable to find an instance of the microsoft CRM server c

Posted: 25 Oct 2004 01:47 PM PDT

Have you made sure that the user that is installing the client setup is a
CRM user?
It is trying to connect to CRM server via a SOAP API call, and if you are
not valid CRM user (that means, the AD user account needs to be in CRM AND
have a valid license assigned to it), it will come back as cannot find CRM
server, eventhough it is up and running.


"danflip" <microsoft.com> wrote in message
news:com... 
Controller, 
but 
CRM 
instance 

Restrict default values in Crystal parameters?

Posted: 25 Oct 2004 01:45 PM PDT

Bamboo,

You might try and create a Crystal Report using Visual Studio .NET. This
enables you to create C# code behind the report allowing further
customizations of the report. With these expanded possibilities you can set
report parameters and create your own picklists. You'll need to create your
own asp.net page using a reportviewer though.

I hope this can help you any further,
Rob Bakkers,
Avanade Netherlands

"bamboo" wrote:
 

License migration

Posted: 25 Oct 2004 11:15 AM PDT

I'd look into the Redeployment Manager for specific direction on how to use it.
but, you will basically need first export the existing system from a functioning
CRM system. Then you use the Redeployment Manager to create a new DB and then
run the CRM install to "point" to that DB.

To be safe, you will probably want to be able to have both systems running at
the same time, so you would be safest if you had an extra server for this
exercise.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 26 Oct 2004 07:47:07 -0700, Carlos <org> wrote:

Thanks both.

Just a little question. Do I need to reinstall all the server or I can just
uninstall the CRM and reinstall it?

Thanks in advance

Carlos

"Rob Bakkers" wrote:
 

Shared AD user- Licensing

Posted: 25 Oct 2004 10:09 AM PDT

My take on this is that it would be a EULA violation. You are effectively
giving multiple people access to CRM through the same license.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 25 Oct 2004 10:09:03 -0700, Rob <microsoft.com> wrote:

For infrequent, web-only users, is it possible to create a single AD user,
called CRMShare (or something similar), then let the infrequent users utilize
this single AD logon to interact with CRM?

I understand the security ramifications of taking this approach, but want to
know if this is acceptable as a "security trade-off", or if it is in direct
violation of the EULA.

TIA
-Rob

Convert Lead > Account-Contact-Opportunity Error

Posted: 25 Oct 2004 08:45 AM PDT

Hi Mathieu,

There are two ways to solve this.
1) assign the user a licence again convert the lead then or
2) modify the database and convert the lead then.

There's a database called [CompanyName]_MSCRM. In that database, there's the
table LeadBase. This is the table where all the leads are stored. You can
update there the OwningUser of the leads, with your own userid. You can find
your own userid in the table SystemUserBase or by going to the crm app and
surfing to the user configuration. Open your own user there and press ctrl+n.
A new window will open with your userid in the address bar.

When the owning user has been changed to one with a licence (and enough
rights ofcourse) you can convert it as you wish.

Good luck,

Ronald Lemmen
Avanade Netherlands

"ArtifactZero" wrote:
 

Installation problem - showstopper!

Posted: 25 Oct 2004 06:15 AM PDT

(Have you looked at the log file? It gets created on the root level of the
drive, if you used the splash screen to run the setup.)

Most likely you are having issues with DNS configuration on either the
Microsoft CRM Server or on the DNS server.

- Please ensure that the correct IP address is specified for the primary DNS
server in the TCP/IP settings on the CRM Server.

- If you made changes you will need to go to a command prompt and type
ipconfig /flushdns followed by ipconfig /register.

- Make sure you can do an nslookup Server name from and to all CRM Servers
(Exchange, SQL, CRM, Active Directory).

- Check to make sure that your DNS server is allowing Dynamic updates (in
the forward lookup zone).



"Kenneth Solberg" <no> wrote in message
news:phx.gbl... 
http://www.microsoft.com/technet/prodtechnol/mscrm/mscrm12/deploy/13_ins03.mspx 
message: 

C360 Tools: Ease of Use?

Posted: 25 Oct 2004 05:55 AM PDT

I highly recommend all the c360 products Tony.
As an implemter and end user site we have most of the c360 products
installed and running.
The Searchpac paid for itself in the first few days in time and effort saved
creating user defined views.
The Merge and Update functions have saved hours in Merging duplicate records
and bulk updating of records.

Installation is straight forward and much smpler now they have included an
installation tool (was a manual process before).

Probably my only problem is the turn around in getting new licenses paid for
(we invoice from Zurich Switzerland, but you can pay by credit card which
would be much quicker of course) Also, if you don't get enough licenses and
add one more user to CRM the c360 products stop working. Highly annoying but
licensing in CRM is an annoyance anyhow.

I would also recommend you take a look at Greater Than Two's offerings for
MS CRM. Some useful add ons which I had a hand in designing the concepts.
The web based Activity Popup reminder is one of them.

www.greaterthantwo.com

Paul J Shadwell
CTO




"Guy Riddle (Snapdragon)" <guy@(nospam).mscrm.com.au> wrote in message
news:phx.gbl...