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Microsoft CRM - MSCRM Sales for Outlook

Microsoft CRM - MSCRM Sales for Outlook

MSCRM Sales for Outlook

Posted: 21 Oct 2004 07:09 AM PDT

Yes, as another user with the same rights can go offline with CRM. The user
can access the Outlook CRM, but just can't synch. Are there any key things I
should be looking for? The user is running Windows XP SP2, Outlook 2k all
needed patches, and the server is Windows 2000 Adv Server, MSCRM 1.2, and SQL
Serv 2000 Enterprise.

Regards,
Sean

"Ronald Lemmen" wrote:
 

CRM and SQL

Posted: 21 Oct 2004 02:04 AM PDT

Depending on your situation, you may consider switching the recovery model
of the crm databases to simple other than full. This will also reduce the
log file size. The only caveat is that you will ever only be able to recover
to your last good full backup.

"Gilles Gandini" <ch> wrote in message
news:cl7u31$59g$ip-plus.net... 

MS CRM SQL High Availability

Posted: 20 Oct 2004 08:23 PM PDT

There are a few ways to approach this.

1) If you are not using the SFO client, then a clustered DB should be OK. The
issue with the cluster not being supported is due to problems encountered if the
failover occurs during the process of a user going offline. The replication
gets messed up.

2) Have your SQL server use a NAS device for its data storage. Then keep a
second mirrored server available in a "cold" state. In the even t of a failure
of the primary, the backup can be brought online to take the place of the
primary. The key to this is that both machines would be sonfigured with the
same machine name, etc, so from the standpoint of the other machines, they are
identical. There have abeen a few CRM users that have opted for this approach.

They aren't perfect solutions, but they can work.

Matt Parks
MVP - Microsoft CRM

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On Wed, 20 Oct 2004 20:23:03 -0700, "Junet" <microsoft.com>
wrote:

Since the Implementation Guide says that MS CRM has not been tested on a
clustered SQL environment, what's the nearest/best solution to increase the
availability of the SQL DBs aside from the Redeployment tools....?
Will SQL Log Shipping work?

thanks!

junet

CRM Error when assigning an account to another user

Posted: 20 Oct 2004 06:05 PM PDT

Hi,

How many records does the CRM database hold? There is an issue which
updating security roles when there are hundreds or thousands of records in
the database. There is a patch for it. This has something to do with the
security identifiers not being updated correctly. When you change the
permissions for a userrole of for a user the changes would not be changed for
all the objects in the DB.

More information can be found here:
http://support.microsoft.com/default.aspx?scid=kb;en-us;835292

I don't know if this is the solution but it might be worth a try.

Rob Bakkers
Avanade Netherlands

"acdmark" wrote:
 

CRM Security Settings Error

Posted: 20 Oct 2004 02:41 PM PDT

Hi,

How many records does the CRM database hold? There is an issue which
updating security roles when there are hundreds or thousands of records in
the database. There is a patch for it. This has something to do with the
security identifiers not being updated correctly. When you change the
permissions for a userrole of for a user the changes would not be changed for
all the objects in the DB.

More information can be found here:
http://support.microsoft.com/default.aspx?scid=kb;en-us;835292

I don't know if this is the solution but it might be worth a try.

Rob Bakkers
Avanade Netherlands

"acdmark" wrote:
 

Automating CRM import

Posted: 20 Oct 2004 01:15 PM PDT

Did you also fill in the statecode? this is required as well.

Ronald

"DJ" wrote:
 

Sorting

Posted: 20 Oct 2004 12:56 PM PDT

One thing to note on this is that existing records will not be changed when you
change this setting. It will take affect for new updates though moving forward.

Matt Parks
MVP - Microsoft CRM

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On Thu, 21 Oct 2004 01:25:06 -0700, "Rob Bakkers"
<microsoft.com> wrote:

Dear Bryon,

In the administrator panel go to system customizations, System Settings (top
left). In the miscellaneous tab change the name order setting.

I hope this helps,
Rob Bakkers,
Avanade Netherlands

"Bryon" wrote:
 

Exchange email router on a Windows 2003 cluster

Posted: 20 Oct 2004 10:47 AM PDT

While not supported, it will function. If you do a Google search on this groups
history, you will find some steps outlined by someone a few months ago that
talked about the installation.

The big issue though is that inbound emails can end up being duplicated in CRM
as each node in the cluster may send the same msg on to CRM. Other than that,
from what I've heard, it does work fine for outbound.

Matt Parks
MVP - Microsoft CRM

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On Wed, 20 Oct 2004 11:37:05 -0700, Carlos <org> wrote:

It's not supported. (I don't know for sure if it works anyway)

I have te same problem. Remember that you should install the email router in
the SMTP gateway so, if you have a front end exchange with load balancing you
can install there, instead of the cluster (as a posible escenario).

I think that Microsoft will solve this in the next version of CRM (2.0 in
the first half of 2005).

Carlos, MCSE


"Daniele Romagnoli" wrote:
 

Assign WorkFlow Loop

Posted: 20 Oct 2004 09:43 AM PDT

Try this out:
Add a picklist to your case form with values: Null (Default Value), Level 1,
Level 2, Level 3. Then, in the workflow, do something like this:

When Case is assigned
if
Case.CustomPicklist <> Level 2
Case.CustomPicklist <> Level 3
then
Update Case.CustomPicklist = Level 1
Send Email To Complainee
Wait 1 day
if
Case.Statecode = active
then
Update Case.CustomPicklist = Level 2
Assign : User 2
Send Mail Case Re-Assigned
wait 1 day
end if
if
Case.Statecode = active
then
Update Case.CustomPicklist = Level 3
Assign : User 3
Send Mail Case Re-Assigned
end if
else if Case.Statecode <> Active
then
Send Mail Case Resolved
end


I'm not sure I got it exactly right in there, but you get the idea. This
way, on the Assign event, it only moves up the workflow if it is not already
Level 2 or Level 3. That should avoid loops.
Good luck!

"nitesh" wrote:
 

Domain logon name case sensitive?

Posted: 20 Oct 2004 08:43 AM PDT

The case of the entry in CRM doesn't really matter. What matters is whether or
not hte user can login to the Domain. It sounds like he can. I'd double check
that the user has a license & appropriate roles assigned to the user.

Matt Parks
MVP - Microsoft CRM

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On Wed, 20 Oct 2004 08:43:13 -0700, "Rhett" <microsoft.com>
wrote:

Are Domain logon names case sensitive? I created a new user but used lower
case on our domain, when all other entires are upper case. Mistake
apparently.

The new user gets 'unauthorized' when opening crm. From the same machine, I
can set the IE setting for force a logon with my credentials and CRM is fine.

I want to change the domain login string on the CRM user record but the text
is gray and you can't edit.

Any suggestions?

Snap-in failed to initilize Error

Posted: 20 Oct 2004 06:39 AM PDT

What license & role are assigned to the user in crm?

Matt Parks
MVP - Microsoft CRM

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On 21 Oct 2004 07:23:05 -0700, com (Dave) wrote:

I too am experiencing this error whenever an attempt to run the
deployment manager with an account other than the one used to install
the system in the first place, very frustrating.

All the services are running and the rest of the system (with a few
minor problems) works fine.

Any help would be greatly appreciated.

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

CRMAccount.Create using fields created with Schema Manager

Posted: 20 Oct 2004 01:20 AM PDT

It's working I had some errors in my script thanks.

Pieter
 
trying to create an 
fields? 
can use custom 
add the fields 

Can't change business unit for a user

Posted: 19 Oct 2004 06:49 PM PDT

It is true that the button next to the Business Unit lookup field is gray.
Instead, you should use the menubutton 'Actions'. There's the option 'Change
Business Unit'. There you can change the business unit.

Ronald Lemmen
Avanade Netherlands

"Tammi" wrote:
 

Having an Instalation issue, HELP

Posted: 19 Oct 2004 04:11 PM PDT

I have need for 1 Axapata consultant in Southern California for a
permanent psoition. Relocation assistance is available.
If interested or know of someone who might be, send resume and contact
info to com

"viso2" wrote:
 

Before they are a Lead, what are they?

Posted: 19 Oct 2004 03:37 PM PDT

Simple solution....just use an existing or new pick list and call it
something like "lead Type" make one of the values "Suspect" or
"marketing list" or something that would denote a difference. Then, in
your views, build the appropriate views based upon the need of the
users....filter for just the records that they need for the various
ways they work.

One of the ways we have dealt with this is I added a picklist and used
values of "contacted" or uncontacted" (the default is uncontacted)so
in effect we have a couple of stages in the "lead" cycle before we
convert qualified leads to account/contac/opportunities or disqualify
them which makes them inactive leads.



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

CRM Questions

Posted: 19 Oct 2004 12:33 PM PDT

Where did you create the files? If you attached them in Notes or sales
literature, then they ares stored in the DB.

As for the permossions issue, find out more about what he changed and try
changing them all back to normal. Or try uninstalling/re-installing the CRM
Exchange Router.

Matt Parks
MVP - Microsoft CRM

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On 19 Oct 2004 12:33:21 -0700, com (TheWakingMind) wrote:

I am looking for answers to two questions. Any answers or directions
to potential answers would be appreciated!

1.) Where does Microsoft CRM store custom html docs/files I create. I
am guessing in the SQL server but am not certain where.

2.) One admin changed the permissions on some IIS subdirectories and
now the Small Business Server Monitor and Reporting doesn't send out
email messages any more. Any thoughts on how to reset back to the
basic permissions?

Thanks in advance!

The merge process detected a mismatch ....

Posted: 19 Oct 2004 12:31 PM PDT

Thanks for this response ... I was actually successful in capturing the
screen and reading the message:

"The merge process detected a mismatch while evaluating the subscriber
partition validation expression. THe problem can be resolved by
reinitializing the subscription."

I guess I need to reinitialize the subscription, whatever that means. I
will check below as you suggest. Thanks again.

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

IT Asset Tracking for MS-CRM?

Posted: 19 Oct 2004 12:15 PM PDT

Ken

Have you considered using the Contracts part of MSCRM for this
purpose? Make one contract for each customer and have one contract
line for each product they have installed.

I have seen a roadmap for MSCRM stating that version 2 will have a
field service module. I would sense to have some sort of asset
tracking in such a module, so we can always hope :-)

Ketil S.


Ken <microsoft.com> wrote in message news:<com>... 

Deployment Manager Snap-in Failed

Posted: 19 Oct 2004 09:26 AM PDT

Actually, you do not need to be a Domain Admin to run it, you need to be a CRM
Admin. The local user account wouldn't be defined to CRM as a user, nor would
it have alicense associated wtih it. CRM requires both in order to run
Deployment Manager, as well as having the appropriate Role in CRM.

Matt Parks
MVP - Microsoft CRM

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On Tue, 19 Oct 2004 13:40:06 -0500, "Martin Flaherty" <com>
wrote:

Make sure when logging into the server to run deployment manager that you
log in as an administrator in the domain, not just logging into the local
server. I was running into a similar problem and found that I was only
logged into the server itself. As soon as I changed and logged into the
domain deployment manager came up fine.

Also, if you have moved the user from one BU to another you will probably
need to go back in and verify the roles. (I also check to make sure
licensing looks correct, but that's just me...)

Hope this helps.
"John Lalley" <com> wrote in message
news:%phx.gbl... 
the 
issue? 

URGENT - Basic Licensing

Posted: 19 Oct 2004 07:39 AM PDT

They may have changed this then. Originally, SFO was only available with Sales
licenses.

Matt Parks
MVP - Microsoft CRM

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On Wed, 20 Oct 2004 09:55:02 -0700, Carlos <org> wrote:

In the Microsoft CRM Editions Comparison document appears that the SFO is
available in all the Editions of CRM. What did that means? Can I use the SFO
with Customer Service PRO or not?

Thanks in advance

"Matt Parks" wrote:
 

Missing Toolbar in SFO

Posted: 18 Oct 2004 08:42 PM PDT

normally if the toolbar does not appear its because the file crmaddin.dll
has become unregistered. you can find it on your c: drive and re-register it
to correct the problem. I have no idea why it becomes unregistered

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


"Matt" <com> wrote in message
news:YNbdd.21075$.. 
at 

Time line of Email activities in CRM

Posted: 18 Oct 2004 05:25 PM PDT

Not the answer I was hoping for. But at least I can stop wondering now.
Thank you John.

"John O'Donnell" wrote:
 

Activities without Email Router

Posted: 18 Oct 2004 02:39 PM PDT

Hello John,
I tested this scenario (during a Course) and my observation was that the
"Promote E-mail to CRM" function did not it did not work until I installed
the Exchange Connector.
I really want to know this because our customer is not happy with the
installation of the Exchange Connector on his Exchange sever.

So I am a little confused, sorry for asking, but could you please confirm
your statemant

regards,
Marcel van den Aker


"John O'Donnell" wrote:
 

Importing from Maximizer to MSCRM

Posted: 18 Oct 2004 02:27 PM PDT

Im currently implementing this using the migration framework. We use
Maximizer Enterprise 7, which uses a SQL Server 2000 backend. Some things
are a real pain and can take a long time to implement, for example all emails
that are stored in Maximizer are stored as "Structured Documents" which is
the same format that Excel and Word uses. So I've got a few custom
applications I've written to extract these files, and massage them to turn
them into Activities in Microsoft CRM. I also have the integrators toolkit
for Maximizer, so if you have trouble finding some data you want to migrate,
let me know.
If you need a hand, or just want a starting point, give me a yell - Happy to
share

Regards,
Cameron


"John O'Donnell" wrote: