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Microsoft CRM - Custom Field problem/ map field alternative

Microsoft CRM - Custom Field problem/ map field alternative

Custom Field problem/ map field alternative

Posted: 30 Nov 2004 07:27 AM PST

You can modify the mappings via deployment manager. The picklist values are
changed by modfiying the field properties on the appropriate window.

Matt Parks
MVP - Microsoft CRM

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On Tue, 30 Nov 2004 08:33:08 -0800, "Gautam Sachdev" <com>
wrote:

Thanx Matt.
Could you please furnish some details:

1.) How to map the fields?

2.) I guess you mean that the code should be identical in the SQL, if so,
how to go ahead with that?

Thanks.

"Matt Parks" wrote:
 

Bandwidth usage of MS CRM

Posted: 29 Nov 2004 04:55 PM PST

Hi

We have a site that is over two diffrent locations, linked with a 128 kb
line, it is digital (if it is dailup I am guessing your line will be
analog?) so that does make a bit of diffrince, but on that line it carries
ad traffice, exchange traffic, and 2 voice over IP channels. The latency
between the sites is approx 200 ms. The users are finding that on average I
page takes about 2-5 seconds to load completley, during the day and at night
quite a bit faster. We are also synchronizing the outlook clients over that
line, and that we got working after some tweaks to the line, and generaly
just optimizing everything. But like John says 30kbs and it might be
useable. If it was me personaly, and I wanted to update our CRM from a
client, 15 kbps will probably be okay because if it takes long to open a
page it does not really matter because I just need to capture a phone call
or email, but if I need to use the system, eg find out what my collague has
done with that one call or where the pruposal is in the sales track, then 15
kbs will not be usable. I have quite extensive IIS logs over the 128 kbps
line, and could send them to you? Sadly I do not have the line stats, as it
is rolled up into 1 hr avarges and that will not help you for your needs.

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

CRM DC/AD emergency!

Posted: 29 Nov 2004 12:29 PM PST

I just wanted to say that my problem was solved by MS tech support. I called
in an incident and the problem turned out to be a known issue when running DC
on a Windows 2000 server and CRM on a Windows 2003 server. There is a hotfix
for this problem that can be obtained from tech support.

Once the hotfix was installed the problem went away.

"Razorback" wrote:
 

Migration from ACT to CRM via Outlook with Business Contact Manage

Posted: 29 Nov 2004 10:46 AM PST

I have done migrations from ACT to CRM two different ways:
1) Bought a $100 utility to export ACT to Access. This allowed me to export
each individual ACT table into a separate Access table. I then re-created the
relationships (had to create a new index column in some cases). I then
up-sized the Access database to SQL and used the CDF migration tool to
migrate that db into CRM. I'm not sure why, but even though I had maintained
the Notes/History as I created the Access database and then the SQL database,
they did not migrate into CRM. So if this is important to have, I would go
with Scribe. That's what I did the second time.
2) Scribe: It is quicker than the ACT to Access to SQL to CDF method, though
it is not as straightforward to learn as their marketing material makes it
sound if you don't have any database background. If Notes & History are
important to you, I would go this route and set a day or two aside to go
through the lessons in Scribe and do a sample migration.

There is also the third option: Microsoft Business Solutions has migration
services that are not that unreasonably priced. If your ACT database is not
too customized, they can usually do a pretty quick job, and you'll know that
they are going to get it right. If your company wants quick and right, and
has $2500-$3500 (depends on size of ACT database) check them out.
(mbs.microsoft.com). If this is not something you are going to do on a
regular basis, you may want to go this route rather than invest the time and
money in learning something you are only going to use once.

Good luck! And congratulations on getting out of ACT!

"Nemo" wrote:
 

interrested in CRM have some implementation questions

Posted: 29 Nov 2004 10:31 AM PST

I would be interrested yes, respond to bigbadbruins ( A ) yahoo (dot) com
substitute the "." and the @ where appropriate.

or post an email addy for me to contact you thanks.





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

Can not send e-mails from CRM web interfacer

Posted: 29 Nov 2004 08:16 AM PST

Hey Guys, ready !

The problem is that, I don´t know why!, we were installing the router in a
new bew site and not in the default. in the installation I select the
default web site and READY! No more Errors

Thanks a lot for your patience and your help!

Take Care and thanks again

RC


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

Installation of Crystal Reports says that 9.2.0 detected, needs 9.

Posted: 29 Nov 2004 08:09 AM PST

Peter,

Thanks for repling.

At first I didn't understand your response, but after I dug out more info on
CRM and its report writer I realized that I had misunderstood what was
installed and what was included. I had thought that a copy of CR was on that
other CD and needed to be installed. I didn't know that the Crystal
Enterprise was automatically installed and that the other CD had the Crystal
Enhancements used to make a full version of Crystal Reports loaded on a
client machine able to understand the CRM database.

Thanks.....


"Peter Lynch" wrote:
 

CRM "multiple instance"

Posted: 28 Nov 2004 11:49 PM PST

It all depends. As far as "supported" goes, it's 1 isntall per domain.

However, you can have multiple installs if you use seperate AD OU's for each.
The issue is the Excahgne router. As Merjn pointed out, the Exchange Router can
only route to a single CRM install.

As for the CRM App server itself, it can only "connect" to a single CRM database
and you cannot install multiple versions on the same server.

Matt Parks
MVP - Microsoft CRM

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On Mon, 29 Nov 2004 09:46:22 -0800, "Steve Chambers"
<microsoft.com> wrote:

I don't think you can have multiple instances of different CRM systems on one
LAN, unless you have multiple AD's in a Forrest and multiple SQL Servers,
etc.

You have have multiple CRM Appliation servers, but they all point to the
same CRM server and platform.

Steve C.

"Merijn van Mourik" wrote:
 

Sharepoint and SPS, project server and CRM?

Posted: 28 Nov 2004 10:32 AM PST

Put Sharepoint and CRM on different servers if you have the option. You can
put them on the same but they fight it out over the default website and it's
a big pain.

"Steve Chambers" wrote:
 

Reporting Services CRM Feature Pack

Posted: 27 Nov 2004 09:09 PM PST

I've seen that Object reference error during installs on several occasions.

I do know that there is an issue running SQL Reporting Services on the same
server with CRM because of conflicts with Crystal.

In general, my experience with the object reference error has to do with
security related to how the install communicates with SQL and the CRM
platform layer to get data it needs to configure things after the actual
install.

Sorry, I can't be more helpful.

Steve C.

"Merijn van Mourik" wrote:
 

keep customiasation and clean up data...

Posted: 27 Nov 2004 01:27 AM PST

Jason is right in that it will be faster to export your custom then reinstall.

MBS has a tool that will recreate the default admin role for you, but you
will have to pay for support or burn a case to get them to use it. In the
future - never change that role..ever...ever...ever...really, never do it.
Did I mention not to modify that role....

Good luck.

Steve C.



"Jason" wrote:
 

Service objects in Sales Standard or Professional

Posted: 25 Nov 2004 05:35 AM PST

Thanks a lot!

But what about priveleges? I would have to have privilege Read for Case to
view the cases...is it possible to set up such privileges in sales license?

Regards
Rafal Perwejnis

"Matt Parks" wrote:
 

MS CRM retreiving data from an AS/400?

Posted: 24 Nov 2004 07:52 PM PST

Bill,

We are urrently implementing an integration solution for a client between their
AS/400 ERP system and CRM. We are doing any "real-time" lookups between the
systems, but we are pushing data back and forth between the systems via BizTalk.

As Stephen mentioned, there are ODBC drivers that should allow yu to query
AS/400 data from a .Net app that could be configured to run as an ISV add-on to
CRM.

Matt Parks
MVP - Microsoft CRM

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On Thu, 25 Nov 2004 14:52:28 +1100, "Bill K." <com.au> wrote:

I'm curious about interfacing Microsoft CRM to an/any ERP package running on
an AS/400, perhaps using MS HIS, but there are other middleware connectors
available. I don't necessarily need the link to update AS/400 records from
MS CRM, but would like to retrieve account information on-demand from the
AS/400 for populating some of the data fields in the client interface of MS
CRM. The purpose being to add the MS CRM into an existing AS/400 ERP
environment.

Any pioneers out there with some experiences to share?

Cheers,

Bill Kirkpatrick MBA
Business Solutions Advisor
Group Next
Sydney, Australia