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Microsoft CRM - CRM on Win XP

Microsoft CRM - CRM on Win XP

CRM on Win XP

Posted: 20 Nov 2004 11:29 PM PST

Rick,

You need to install CRM on your SBS server. It works fine.


Stephen


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

Consolidated calendar

Posted: 19 Nov 2004 01:53 PM PST

These guys have a beta of their new shared calendar - it looks quite good:

http://www.sharedcal.co.uk


"Roland Moore" <microsoft.com> wrote in message
news:com... 

Does Microsoft CRM intergrate with QuickBooks

Posted: 19 Nov 2004 07:29 AM PST

we have been working on parts of this for some time. We have contacts, and
items syncing between the two but have not published this for sale yet. If
you are interested, we can share some of what we have done


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

Can't add additional users in deployment manager

Posted: 18 Nov 2004 12:33 PM PST

Thank you for the reply. I fixed it yesterday though by changing account
that the CRM Services start with. Had to change from local administrator to
domain administrator and it worked.


"MattNC" wrote:
 

How to create new lead for existing customer?

Posted: 18 Nov 2004 11:33 AM PST

Usual thing if its an existing customer is to add it as an opportunity since
presumably it is pre-qualified already.

HTH

Roger

"Jan Kratochvil" <Jan microsoft.com> wrote in message
news:com... 
data. 

Purchasing Microsoft CRM

Posted: 18 Nov 2004 11:08 AM PST

CRM is definitely overkill for 1 user planning a non-networked environment.
Either go with BCM that has already been recommended or go with ACT! which
will give you more sales features than BCM.

--
Brandon
IT Director
Presentations Direct - Office Equipment & Supplies
http://www.presentationsdirect.com


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

Display Quote Number on Order

Posted: 18 Nov 2004 08:48 AM PST

http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm1_2/html/mbs_crmcstmintpostcallouts1d21.asp

"Jeremy" <com> wrote in message
news:google.com... 

CRM and Clustering

Posted: 18 Nov 2004 07:53 AM PST

Thanks alot 
will be supported in CRM 
if the failure occurs 
client, it doesn't recover 
email being possibly 
configuration issues with 
search on the group via 
some of these steps. 
<microsoft.com> 
in 

No vertical scrollbar when customzing

Posted: 18 Nov 2004 02:24 AM PST

Adding 'scroll="yes"' to the custom Web form's HTML body tag will
cause scroll bars to be used when needed. Following is a code sample:
<body scroll="yes">
--

Problems Printing Reports

Posted: 17 Nov 2004 01:58 PM PST

If you go to Internet Options, Setting, and View Objects you should see the
plug-in. You can check the version or even remove it from here. If you remove
it, I think it will then prompt you to redownload.
The version I have is 9.2.3.135 but I assume this depends on your server
build.


"Carlos M. Perez" wrote:
 

retrieve list of contacts

Posted: 17 Nov 2004 10:56 AM PST

Thanks Matt

Roger

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

Data migration tool does not export any data?

Posted: 17 Nov 2004 08:53 AM PST

Hi Nery,
Some further suggestions:

A: Have you checked the Data Migration Log? It should provide you with
fairly detailed info of what happened. You will at least see if the Migration
tool tried to migrate your data.
B: The Owning User must be set on all objects to a valid CRM user. Ensure
that the Owning User for each user has a current licence.
C: Check the cdf_EntityMigrationInfo table to see that the Entities you're
trying to migrate have a MigrationCode of 1.
D: Use the DMF DetailDataPlanning excel spreadsheet to ensure that all
required columns are populated.
E: If trying to migrate Product Information, ensure that you migrate Uom,
UomSchedule, PriceList and PriceListProduct info aswell.

Hope this helps,
Richie



"Merijn van Mourik" wrote:
 

Installing Sales For Outlook on SQL Server do I need MSDE

Posted: 17 Nov 2004 08:08 AM PST

"Brent Bassett" <com> wrote in message news:<phx.gbl>... 

Thanks a lot everyone, it's the first time I ever post to a News group
and I'm more than impressed with the result.

I will stick with MSDE by the way!

thanks again,

Eric

Text field validation

Posted: 17 Nov 2004 06:26 AM PST

Matt,
I couldn't find any postings on this subject.
Could you help me?

Thanks
Jipson

"Matt Parks" wrote:
 

Two issues possibly related.

Posted: 17 Nov 2004 06:12 AM PST

Thanks Matt that's exactly what I was after.



"Matt Parks" wrote:
 

With port is the Email router using???

Posted: 17 Nov 2004 05:38 AM PST

Port 25 is only used by Exchange itself. The communication between the Echange
Router & CRM iteself is done via web service calls which will go over the
default HTTP port (80).

The communication between the router & exchange is local to the machine and will
not use any ports.

Matt Parks
MVP - Microsoft CRM

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On Thu, 18 Nov 2004 00:54:05 -0800, mrpipo <microsoft.com>
wrote:

But don't you think that the email-router will use port 25, if I installed on
the Exchange server? If so with port will the Exchange server use then?

"Matt Parks" wrote:
 

Problem with Outlook

Posted: 17 Nov 2004 03:50 AM PST

H. Steen wrote: 

Hi,

On a workstation only one user can work with the Sales for Outlook
client. The user should also have administrative rights on his or her
workstation. To have a user work with less rights please take a look at
the update that is available at the Microsoft CRM download area.

To remove the SFO client, first log on with the user id you used when
installing the SFO.

If that doesn't help, or something is wrong with the user profile, you
have to manually clean the registry from CRM entries. This way you will
be able to reinstall the SFO client. Search for entries containing CRM.
And manually remove them. Be very carefull although this could mess-up
your workstation really bad.(Or just reinstall the PC). Also follow
instruction from the last chapter (appendix) of the Implementation Guide.

Regards,

Merijn van Mourik
The Vision Web

Assign a task

Posted: 17 Nov 2004 01:29 AM PST

I thank you for your answer Matt but if this works
effectively well when I create an account directly, It
does not work when I create a new account by converting a
lead from another useer to an account !
Any idea ??
Thanks in advance. 
straight forward. By 
same user which is the 
<lu> wrote: 
is 

My CRM Exchange Mail Router is unable to Route incoming Mails

Posted: 17 Nov 2004 12:31 AM PST

Hi Rob,
yes this attribute is set

"Rob Bakkers" <microsoft.com> schrieb im
Newsbeitrag news:com... 
got 
Error 

Get error when attempting to access CRM

Posted: 16 Nov 2004 10:15 PM PST

Thanks for the reply Rob.

No, I left the security settings along. Scripts can run. When I followed you
suggestion and specified "loader.aspx" in the URL the page set up the frames
and the rendered the bar along the bottom of the screen (without the buttons)
and the main pane contained a whole lot of html and javascript code. The
pane on the left where the Home and Settings tabs normally appear contained a
HTTP-404 error. Clicking on the bar at the top of the pane, where the
username is displayed, resulted in the user settings window opening but again
it contained only html and javascript code.

I checked the settings on the browser and the CRM site is identified as
being in the intranet zone. This setting pretty much allowed everything but
even enabling disabled setting changed nothing.

....Graeme


"Rob Bakkers" wrote:
 

Change the DB that the crm implementation hits to a cname

Posted: 16 Nov 2004 07:00 PM PST

My guess is that answer is NO. However, if it's that important to find out for
sure, I suggest you contact MBS and ask them.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 17 Nov 2004 00:30:02 -0800, "Jason Michael"
<microsoft.com> wrote:

*hehe* No, that's the answer I presented :) My team lead wants to set it up
so it points at a DNS cname (or something like it) instead of the actual DB
server name so when we do eventually migrate, we don't have to change the
database server name...*yeah, I know, it makes little to no sense to do it
this way as the method you described makes infinitely more sense* If it's
possible to point CRM at a "alias" for a server, that would be great, but I'm
pretty much set on the method you outlined...just looking to get confirmation
on if my manager's solution is possible or not...

"Guy Riddle (Snapdragon)" wrote:
 

Cannot add a field I want.

Posted: 16 Nov 2004 05:34 PM PST

Mapping from Opp to Lead is worthless. In fact, the product does not ship with
this mapping so if it's there, someone added it.

One option you have is to modify the values in the Status picklist. The
existing values are only there by default and you can modify them. The thing to
look out for though is that Status is a "dependent" picklist on the State. So
the mapping may not be as straight forward. Plus, when you convert the lead,
the State will change and so will the Status so the mapping may bring across the
"new" status value and not the one you want.

You may have been able to accomplish the same effect though with the supplied
Status on the Opp. As long as the values mapped to the ones in your "custom"
picklist, then they would map OK.

Matt Parks
MVP - Microsoft CRM

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On Wed, 17 Nov 2004 08:18:04 -0800, "Larry" <microsoft.com>
wrote:

The Sales VP here mucked things up a bit before I arrived. You are right.
The statuscode was already on the Lead form. It has a picklist. Statuscode
was also added to the Opportunity form but with a DIFFERENT picklist. I am
sure there are better ways to solve this but I went with a simple fix to add
to the Lead form a custom fields called User Type, add to the Opp form a
custom fields called User Type, give them both the same picklists, and map
the Lead User Type to the Opp User Type. ( I don't understand mapping from
Opp to Lead. Why map backwards?) Thanks Matt. Any comments are greatly
appreciated.

"Matt Parks" wrote:
 

licensing question

Posted: 16 Nov 2004 03:10 PM PST

Sales Standard includes basic support for Leads, Opportunitues, Account &
Contacts. Professional adds Workflow, Competitors, Quotes, Orders, invoices and
Sales Literature.

All depends on what you need out of the app.

Matt Parks
MVP - Microsoft CRM

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----------------------------------------
On Tue, 16 Nov 2004 15:27:39 -0800, "Scaryberry" <com> wrote:


"Scaryberry" <com> wrote in message
news:phx.gbl... 

Hi, amazing what the search button on the web groups can do. Would like to
know the difference between a Sales Professional and Sales Standard license
is, though.

Thanks,

S

business units and data ownership

Posted: 16 Nov 2004 01:09 PM PST

Well, depending on the number of records, you do have some options.

The easiest (thouhg most time consuming) it to assign the objects to a different
user and then back to the original user. This would correct the
owningbusnessunit information. As I said though, this can be time consuming. A
way to do this quicker (assuming you have a user that doesn't own any data) is
to use the Assign Records action from the User maintennace. This will assign
all objets owned by a user to another user in the system. You could use this
twice to correct all records.

Other options include writing some SDK code to correct the data (most likely
doing similar updates via Assign). Or contacting support to see what they
recommend. They may have a fix for this.

Matt Parks
MVP - Microsoft CRM

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----------------------------------------
On Wed, 17 Nov 2004 09:32:32 -0600, "Tim" <com> wrote:

So, is my only alternative to "fix" the owning business unit information for
our opportunities, etc. in the database after the user has migrated? I hate
to go into the database and do this directly (since it's not advised by MS),
but I'm not sure I see an alternative. Any suggestions would be appreciated.

Thanks,
Tim

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

Crystal Error - Please verify that you have enough Crystal licenses

Posted: 16 Nov 2004 11:15 AM PST

Hi,

If you are able to access the link provided by Manuel
(https://mbs.microsoft.com/knowledgebase/kbdisplay.aspx?scid=kb;EN-US;829574
) then you can follow the steps recommended by that article. If you cannot
access the article then please log a support case with Microsoft so that we
can assist with the steps.

To contact Support by phone: (888) 477-7877

Microsoft Support home page:
http://www.support.microsoft.com

Thank you,

Mike Christl
Microsoft Business Solutions Support

This posting is provided "AS IS" with no warranties, and confers no rights.