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Microsoft CRM - Advanced find

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Posted: 22 Nov 2004 12:53 PM PST

Hi Sylvie,

Thanks. That will at least cut my time in half!

Tim
"Sylvie" <microsoft.com> wrote in message
news:com... 
data, 
change 
have 

Cannot go offline with SFO, any suggestions?

Posted: 22 Nov 2004 12:17 PM PST

Hey Brent,

I reviewed www.c360.com, your right that was really great information. The
user I was logged into the box as in fact was a member of the local admins
And domain admin And also a CRM user. I looked into the Domain users thing
and I have added this group to the sql logins and granted access to the CRM
and Meta DBs but no success. The install auto creates a SQLAccessGroup which
all my CRM users are a member of.. I think this takes care of DBs access, I
think.. I changed the interactive logon in the Local Securtiy Policy to cache
0 logins (o meaning None). I dont know whats going on.. it seems like I have
gone through everything.. I have read many newsgroups with this error and I
thought my issue was a known issue, but I think it is just a bug in the
install.. I was hoping not to have to re-install (the server is live
production DC, DNS, SQL, Exchange, and Everything else). I am real close in
reading up on backing up the databases (cause IE connects just fine) and
reinstalling the CRM implementation. Dont know if I will arrive in the same
place with completely removing the system.. read some nightmares about that..
I am hoping someone reaches out and helps me thru all this..

"Brent Bassett" wrote:
 

CRM 2.0 Fixes and Enhancements

Posted: 22 Nov 2004 11:55 AM PST

Mike,

Some answers below based on currentl plans that I've heard.....

Matt Parks
MVP - Microsoft CRM

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On Mon, 22 Nov 2004 11:55:05 -0800, "Mike Price" <Mike
microsoft.com> wrote:

Will the following issues be addressed in CRM 2.0?

- CRM Mail Router compatibility with an Exchange 2003 cluster. We are going
to deploy a Microsoft Exchange 2003 cluster in a couple weeks and my
understanding is that the crm mail router isn't compatible with a clustered
Exchange environment. 


- The need for the GUID in the subject line. Not only does the GUID look
unprofessional but we are afraid that some of our emails are being filtered
by spam filtering software on the mail servers of our customers. 

- Duplicate email activity records. Everytime a user creates an email
activity that includes the email address of another CRM user CRM creates a
duplicate record. This behavior is unsatisfactory. 

- CRM for Outlook doesn't allow you to go offline after you have
disconnected from the network. Sometimes our sales staff leave themselves
online in CRM for Outlook but disconnect from the network. If this happens
there should be no reason why they cannot go offline. I understand that they
would not be able to syncronize with CRM if they are not connected to the
network but that should still have the ability to work with their local copy
of CRM even if it is out of date. 

- Security Role permission inheritance. When making changes to a security
role often times the changes don't filter through to all of the business
units which means I have to go through all of the business units to make sure
the changes have filtered down and if not then I have to make the changes for
those business units. This is not a huge deal but since it was designed to
allow you to make at the partent business unit it should work. 

Well that's my rant. Does anyone else have comments on these?

How can I link to a lead??

Posted: 22 Nov 2004 06:14 AM PST


I used this very often in the past and had no problem with it!!

Sorry!


--
Christian

com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!

"Lutz" <de> schrieb im Newsbeitrag
news:853701c4d0a5$f83c7730$gbl... 

How I can Get MS CRM SDK trial version

Posted: 22 Nov 2004 01:33 AM PST

The CRM software is available via MSDN Universal subcriptions.

Matt Parks
MVP - Microsoft CRM

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On Mon, 22 Nov 2004 13:03:09 +0330, Emad Rangchi <com>
wrote:

Hello I am a .Net developer , Iwant to try on CRM in MS platform , How I
can get the trial version of CRM SDK
Regards
Emad Rangchi

US to UK CRM link

Posted: 22 Nov 2004 01:25 AM PST

You will find that with SBS your options are a little limited as you will not be
able to setup remote connectivety between the sites that takes advantage of a
trust between the Domains.

If they truly need the sites to "integrate", that could take some effort and
cost. Especialyl since to replicate users between the 2 installs would require
double licenses. Otherwise, you lose ownership information on the objects.

There just aren't any "good" solutions to this at this point with CRM 1.x.

Matt Parks
MVP - Microsoft CRM

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On Mon, 22 Nov 2004 01:25:03 -0800, "PeteC" <microsoft.com>
wrote:

Hi,

A potential client has a scenario whereby they want a UK installation of CRM
on SBS but they also want the US site to integrate into it. What would you
recommend - a server on each site, a hosted service or one server with a fast
link between the two. Any experience of this out there ??

SQL Maintenace Plan

Posted: 21 Nov 2004 02:53 PM PST

Thanks, Matt! I think that's the clearest explanantion I've read about this.
Appreciate your help.

"Matt Parks" wrote:
 

how can I make sales action viewable only for salesman who create

Posted: 21 Nov 2004 05:12 AM PST

Go TO
1) HOME-> SETTINGS-> BU Settings-> Security Roles
2) Choose the Role you want to change!
3) Go TO Core-Tab and Click the ReadPrivilege of Aktivities


--
Christian

com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!

"scorpio" <microsoft.com> schrieb im Newsbeitrag
news:com... 
basic 
..... 

Customer Report Under Outlook Client

Posted: 19 Nov 2004 01:10 PM PST

Stephen,

I figured that was the case. Thanks for the help.

Tim

"Stephen Redmond" <nospam> wrote in message
news:phx.gbl... 
of 
they 

How do you import Outlook Contacts into CRM Contacts?

Posted: 19 Nov 2004 12:43 PM PST

If you already have them in Outlook, you can mograte them into CRM using the SFO
client directly from Outlook. Biggest drawback to this approach though is that
it will not populate Accounts.

Matt Parks
MVP - Microsoft CRM

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On Fri, 19 Nov 2004 12:43:06 -0800, "Bravefacari"
<microsoft.com> wrote:

I have scanned business cards in with a cardscan to Outlook 2003. Now I need
to migrate them over to CRM Contacts. The csv is very clumsy and doesn't
even have all the field choices needed in the drop down window. Is there a
way? Thanks.

Postal Codes

Posted: 19 Nov 2004 07:46 AM PST

Tim,
Just update the first 5 numbers of the zip code in to the New field.
As long as you does not wnat the Zip+4 to be included in your search, this
works. Anb by the by i guess no one will try to search giving the Zip+4 in
the search. So in the Workflw make sure that you remove the what ever is is
there after first 5 numbers in the zip field before you update it.

Regards
Vijay

"Tim VonDerHaar" wrote:
 

CRM user information synchronized with AD??

Posted: 18 Nov 2004 06:16 AM PST

There is no "supplied" integration that I am aware of. In order to accomplish
this, you would need to write something yourself via the SDK.

Matt Parks
MVP - Microsoft CRM

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On Thu, 18 Nov 2004 09:16:26 -0500, "Chris"
<nospamchurleynospamatsecurespeeddotccnospam> wrote:

Hi,
Is there anyway to synchronize CRM User information with Active Directory??
This would make re-orgs, promotions and the such so much easier.

Regards,
Chris