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Microsoft CRM - Heavy CRM customisation

Microsoft CRM - Heavy CRM customisation

Heavy CRM customisation

Posted: 02 Nov 2004 05:57 AM PST

Tom mentioned that he had access the MOC courseware. This is the code for
the Extending Microsoft CRM With .NET course.


Stephen

"Gary" <virtium.com> wrote in message
news:e6kI$phx.gbl... 

Workflow generated email for reassignment of Opportunity

Posted: 01 Nov 2004 02:49 PM PST

Another option that I just discovered....

If you do not use a template, you should be able to use a "slug" in the email
activity. For example, if you put in &account.name; then that value will get
the name of the account.

The slugs aren't currently supported and you have to manually enter them, so
make sure you use the correct table/column names.

Matt Parks
MVP - Microsoft CRM

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On Tue, 02 Nov 2004 09:26:32 -0600, Matt Parks
<com> wrote:

Actually, you can send email to designated recipients with Workfow, you just
can't use a template. For some reason, it was setup this way. You could code a
wrokaround solution by creating a PostURL that performs the actual email send it
you want and that code could use a template. Otherwise, you can just send a
generic msg that an opportunity ws assigned and send that.

Matt Parks
MVP - Microsoft CRM

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On Mon, 1 Nov 2004 14:49:05 -0800, "Chuck47" <microsoft.com>
wrote:

We have a CSR that inputs Opportunities in to CRM and then assigns them to
the appropriate Salesperson based on Account Ownership. I tried creating a
workflow process that automatically sends an email to the Account Owner that
an Opportunity has been assigned to them. Unfortunately the recipient box is
grayed out and by default the email is sent to the Account. Is there a
workflow process in place that can handle my intentions?

error due to power outage

Posted: 01 Nov 2004 12:16 PM PST

beat me to the answer you got it

"acdmark" wrote:
 

MS CRM for Standalone

Posted: 01 Nov 2004 11:22 AM PST

Well if your refering to being able to take your data on the road with you,
yes you can go offline and pretty much have all the features as the CRM as
far as sales are concerned. Then if you added or changed the data like add
leads etc you will need to sync with the CRM just go on-line

"Russ" wrote:
 

Crystal Report Viewer Error

Posted: 01 Nov 2004 10:04 AM PST

After following all of the steps, I now can not get the CRM security service
to stay started. It starts then stops telling me it stopped because it did
not have any work to do.

"Arshad" wrote:
 

sample data import error - cannot create organisational unit

Posted: 01 Nov 2004 08:15 AM PST

Matt,
(re) reading chap. 13 (installing CRM on win2k3), I see that it says "Domain
Users" group must be given access to the CRM dbs prior to adding users to
CRM. I didn't do this. Would this be a problem?
Also, I'm installing the Adworks CRM on a test server that doesn't have
access to Ms Exchange server. For demo/test purposes, do I need Exchange?
Thanks

"Matt Parks" wrote:
 

Error when adding teams

Posted: 01 Nov 2004 08:04 AM PST

Figured it out - appears to be a problem with a bad Active Directory
server... shut that down and let the backup AD take over and problem went
away...

Exploit: have more than one CRM installation in a domain???

Posted: 01 Nov 2004 06:50 AM PST

Hi Matt,

Thanks for your reply.

We wish we could go with a sub-domain but since we will be switching from
inhouse Exchange to a hosted solution, the hosting provider do not allow us
to any Exchange server if not hosted at their place...

Thanks again for your help.


Sebastien

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

Reinstalling CRM

Posted: 01 Nov 2004 01:13 AM PST

Hi there,

This might be because MS SQL service is not running as 'Domain Admin' user.
Goto Services and from Properties page of SQLSERVER service, change the
Logon as to:

This account: <domain admin account>
password: <pwd>
confirm password: <pwd>

hope this helps!

Thanks and regards,
Kiran

"MartyNZ" <microsoft.com> wrote in message
news:com... 
through 

Scalability and Performance Baseline

Posted: 31 Oct 2004 08:03 PM PST

Hi Jake,

Thanks for sharing. When you disable Replication then you can't use
the SFOC offline feature. I am actually looking at how the offline
feature can handle huge number of records and how long does the user
have to wait for it to fully synchronize.

Cheers,

Danny


"Jake Horn" <com> wrote in message news:<#phx.gbl>... 

Evalution copy of CRM

Posted: 31 Oct 2004 03:19 AM PST

Also,
Microsoft Partners (registered, Gold, any level) get 5 licenses for CRM Pro
for internal use/testing.

Check if your company is one.

---------------
Vinit Bhansali
NOSPAM.com
www.mindpillar.com
www.logic2go.com


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

auto reply email entering queue

Posted: 31 Oct 2004 02:53 AM PST

This feature is available form c360's EmailToCase add-on see www.c360.com


"cla" <microsoft.com> wrote in message
news:com... 
workflow 

Windows 98 freezes

Posted: 29 Oct 2004 01:52 PM PDT

Hi Willie,

The exe seems not to be accepting the password. Can you verify that is the
correct password?


Thanks,

Jaime


"Willie Green" <microsoft.com> wrote in message
news:phx.gbl... 
CRM Implementation Guide for supported Operating Systems. Since that time,
our development team has uncovered significant 
Edition. We do accept responsibility for getting these documentation
changes made, and have a revised copy of the 
Operating Systems. Microsoft CRM v1.2 is not supported on Windows
ME/Windows 98 and Second Edition. The best way to get pass 
this is not an option for you at this time, you may install a hotfix we
created for this issue KB 838527. This fix removes the gradients 
will still be shown only on Windows 2000/XP/2003 systems. 
Explorer by completing the following steps before installing the hotfix, and
then restart Internet Explorer. 
OK. 
(http://hotfixv4.microsoft.com/Microsoft%20Business%20Solutions%20CRM%201.2/
nosp/KB838527/1.2.3297.2/free/173758_ENU_i386_zip.exe) 
this hot fix location! 
rights. 
cpmsftngxa10.phx.gbl!TK2MSFTNGXA03.phx.gbl!TK2MSFT NGP08.phx.gbl!TK2MSFTNGP10
..phx.gbl 

Installing 2 CRM Servers on one machine

Posted: 29 Oct 2004 10:19 AM PDT

Hi there,

Might support if you install on a Virtual PC like VMware!
But definetly not as a second instance on the same server!

cheers,
Kiran

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

SalesLogix Accounting Integration

Posted: 29 Oct 2004 10:12 AM PDT

If you did mean Saleslogix then contact
Thomas Leatherberry at net.
Who has a product for integrating Saleslogix to Quickbooks.

David



 
seems very skilled at 
that shows 
standard 
QuickBooks? 

Flakey Problems

Posted: 29 Oct 2004 05:11 AM PDT

Found out you have to do an advanced find to find it. Once I did that, I
could re-enable him.

Don't know why they wouldn't let me display the filter on the user page of
who is enabled and who is disabled...


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

CRM and Inernet Explorer

Posted: 29 Oct 2004 04:54 AM PDT

Hi - have you checked the intranet and Internet setting options in your IE
settings ? If so it is the last entry in these settings where it is
'automatically login.

You can call me if you need to.

"Stephen Redmond" wrote:
 

New Security Roles: how to make them work?

Posted: 29 Oct 2004 02:50 AM PDT

Were the roles created after data already existed in the system? Changes to
Roles sometimes do not propogate to existing records properly. They also do not
take effect immediately. Once you make a change, a background process needs to
go through and update the SecurityDescriptor on every record in the database to
implement the changed rights. This process sometimes fails and on a large
database can take hours to complete.

Try taking a record where the security seems to be wrong, assign it to a nother
user, then assign it back to the original user. Then see if the security seems
"correct". If so, then you will need to contact MSFT support. I beleive they
have a utility for fixingin corrupt security descriptors.

Matt Parks
MVP - Microsoft CRM

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On Fri, 29 Oct 2004 03:38:01 -0700, Ilaria <microsoft.com>
wrote:

Of course I'm doing this way... ;-)
But it's hard, for I'm sure everything's correct in the role, maybe
something with this inheriting... (but I can't understand what).
For instance: if the role has the "Business Unit" symbol for the right
Opportunity - Read, the user with that role should view all the Opportunities
whose Owner is in the same Bu as he... is it correct?

Thank you for your help, I didn't change the shipped roles, as you suggested
I copied them and then change.
Cheers.

"Guy Riddle (Snapdragon)" wrote:
 

Data Migration Errors - URGENT!

Posted: 29 Oct 2004 02:24 AM PDT

Hi Matt,
There are no price lists set up so I don't think this is causing the
migration problem.
This might however be the cause of the extended price not calculating. I'll
try putting in a default Price list to see if it resolves anything.
Thanks,
Richie
 

crm login error

Posted: 28 Oct 2004 02:33 PM PDT

Hi Rob the hotfix installed fine and I have done more testing. I am able to
assign an account to other users. I've tested this with users with basic
rights and it works. It has worked with admins the whole time. So it looks
like the hotfix has worked. I'm going to do more testing first.

Mark

Error Messages That Seem Incorrect

Posted: 28 Oct 2004 01:29 PM PDT

We have done this fix for things like CRM buttons not working. How large
should we increase our caches to in order to prevent this from reoccurring?
We have moved from 2000kb to 3000kb.

Christina

"Guy Riddle (Snapdragon)" wrote:
 

Looking for Transaction Log to determine how lots of Lead were upd

Posted: 28 Oct 2004 10:11 AM PDT

So there exists a Transaction Log but the System Admin cannot view what is
happening in his system?
If you saw that most Leads with your CRM system were updated within a few
minutes of each other and you knew your team wasn't applying any rules
(because there are none in the system yet), where would you search for clues
(assuming the team didn't know either)? Thanks.

"Matt Parks" wrote: