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Microsoft CRM - Does anyone reccommend CRM for Real Estate offices using Exchange.

Microsoft CRM - Does anyone reccommend CRM for Real Estate offices using Exchange.

Does anyone reccommend CRM for Real Estate offices using Exchange.

Posted: 01 Dec 2004 11:19 AM PST

Art,

You should be fine.

I have thought about how to model the information in a Real Estate
environment. Is this commercial or residential?

Jake Horn
www.mscrmexperts.com
"Art Luciano" <microsoft.com> wrote in message
news:com... 

New Address type picklist value not appearing in picklist on forms

Posted: 01 Dec 2004 10:21 AM PST

Matt,
Sorry, no. I (foolishly?) followed the online help which made no mention of
this. OK, how to I publish a form? Just point me to the relevant docs and
I'll figure it out...
Thanks
Michael

A CRM add-on I would pay for.

Posted: 01 Dec 2004 09:59 AM PST

http://www.appstrategy.com/

I had some discussions with these guys. It looked pretty sweet, but I find
myself in a quandry. I feel I really need to include the c360 to any
customer, I really feel like CRM is enhanced so much by their add-ons we
require them for all implementations. That adds up to about $150 or so a
user. The last I heard appStrategy was looking at pricing around $300 a
user. From what I have seen I have around a $200 a user gap that I can
upsell add-ons. Anything more than that looks like feature cover.

I do need the ability to add tables and screens to CRM. Coming from the
SalesLogix world in a former life that is what I loved about it. I could
literally add a new table and screens to manage it in a matter of days, that
info would also be synced out to the remotes and avaliable in reporting no
problem. I could also execute SQL scripts directly against the database
through the ODBC provider and they would sync properly. With Microsoft CRM
all this is a little tougher. I am willing to forgo the lack of custom
table reporting, and syncing, we can work around that. The ability I miss
most is the ability to develop my own screens to handle issues quickly.
Right now the development for MSCRM is about 1.5 times longer.

I think with a business object layer like what I am thinking about it could
reduce that to 1:1 or maybe make CRM development faster. But, all in all on
top of that I need to be able to license that at something relatively cheap,
or possibly license it by the developer so I can not charge my end customers
a lot per seat.

Right now if posed with the question of the c360 tools vs a custom solution
tool on a per user basis, I am going with c360. They just fill some big
gaps.


Sorry I am rabling I know. Been a long day.

Jake
www.mscrmexperts.com


"Brent Bassett" <com> wrote in message
news:eqRrW9%phx.gbl... 

URGENT prob. with .Net debug and CRM

Posted: 30 Nov 2004 07:33 PM PST

Appologies assumed it was a web app :(

The context of the user running the application (that would be you I assume)
has got permission to crm.

I have had some hassles with the way you are creating the credentials, I
have had a lot more luck with this code:

private static System.Net.ICredentials CRMUserCredentials()

{

string AdministratorName = ConfigurationSettings.AppSettings["CRMUserName"];

string password = ConfigurationSettings.AppSettings["CRMPassword"];

string domain = ConfigurationSettings.AppSettings["CRMDomain"];

System.Net.ICredentials credentials = new System.Net.NetworkCredential

(AdministratorName,

password,

domain);

return credentials;

}

private static Microsoft.CRM.Proxy.BizUser BizUser()

{

Microsoft.CRM.Proxy.BizUser bizUser = new BizUser();


bizUser.Credentials = CRMUserCredentials();

bizUser.Url = ConfigurationSettings.AppSettings["CRMServerURL"] +
"BizUser.srf";

return bizUser;

}

Do also note that this is for a web app, but try that and let me know

also check your iis logs on the server, to see if your app is actual hitting
the web services

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

SFO Offline

Posted: 30 Nov 2004 04:20 PM PST

your running two copies of outlook and the crm sfo client ie one on a
workstation and one on your laptop?

you will be able to go offline on your laptop.

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


"Michael Klipphahn" <com> wrote in message
news:e$phx.gbl... 
folder 

Can Activities be linked to opportunities (Sales standard)?

Posted: 30 Nov 2004 01:25 PM PST

Yes, that same functionality is available in the Standard version as well.

Matt Parks
MVP - Microsoft CRM

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On Tue, 30 Nov 2004 14:43:03 -0800, "Jason" <microsoft.com>
wrote:

I am running the CRM Profesional version and you can associate activities to
opportunities. I assume that it is the same for the standard version as I
don't know why they would use this functionality to differentiate between the
2 versions.

Jason


"crm_newbie" wrote:
 

CRM Outlook Installation

Posted: 30 Nov 2004 12:59 PM PST

Well, technically that's true, but you don't "install" the web client on the
workstation, so it's easy to see where the confusion came from.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 1 Dec 2004 10:27:02 -0800, "Nick Doyle" <de> wrote:
 
I think Matt means yes

Javascript errors in Opportunity

Posted: 30 Nov 2004 12:55 PM PST

Well, sorry to say, but something you did to the form is causing this error. Do
you have a backup of the customization XML from before the change?

Matt Parks
MVP - Microsoft CRM

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----------------------------------------
On 1 Dec 2004 09:59:33 -0800, com (Jeremy) wrote:
 

No, I didn't. As a test, I tried to remove the radio buttons from the
test system, and it prevented me from doing so saying that there was a
dependency on that control.

Multi language

Posted: 29 Nov 2004 10:47 PM PST

I haven't heard anything along these lines.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 1 Dec 2004 02:33:10 -0800, "Frederic Pieters"
<microsoft.com> wrote:

Matt,

is multi-language per installation on the feature map for next release(s)?



"Matt Parks" wrote:
 

ModifiedOn Date change.

Posted: 28 Nov 2004 08:12 AM PST

also if someone moves an opportunities sales stage with a sales process the
modifiedby field is set to the person who created the sales process.
Basically the modifiedon and modifiedby fields are useless as the system
will update them for both security updates and sales processes. I am hoping
the next release will correct this


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


"Ronen Zakay" <co.il> wrote in message
news:uJ$phx.gbl... 
was 

Customize the Outlook CRM ToolBar

Posted: 28 Nov 2004 06:01 AM PST

The SDK cannot be used to change the Outlook toolbar. Also customizations
only work when then outlook client is in online mode

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


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