Microsoft CRM - Save Button |
- Save Button
- MS CRM Snap-in failed to initialize
- CRM database offline
- Custom field (string) "Coming soon..." display
- Refer to a Locations Table in the Lead form
- Demote an account to a lead?
- Connection port for CRM?
- Report Legend missing
- your microsoft crm server application has not yet been upgraded. Upgrade microsoft crm server first, and then try upgrading Microsoft crm sales for outlook again
- Create new Object types
- Inquiring user
- Default Contact Methods
- "Method not allowed" in Outlook Client
| Posted: 08 Nov 2004 07:30 AM PST Mauros, In your new form, make a JS call: window.opener.crmForm.SubmitCrmForm(1,true,true,fa lse) To make sure that you only call this when you want to (for example if the user just closes the view or clicks cancel, you may not want the main form refreshing), call it from something like an OK button. Here is some C# code to implement this: string ClientSaveScript = "<script language='javascript'>" + "function window.onunload() {window.opener.crmForm.SubmitCrmForm( 1, true, true, false );}" + "</script>"; Page.RegisterClientScriptBlock("ClientSaveScript", ClientSaveScript); Stephen "Mauros" <microsoft.com> wrote in message news:com... |
| MS CRM Snap-in failed to initialize Posted: 08 Nov 2004 12:33 AM PST From the main menu-Settings- Business Unit Settings-Users Double click on the appropriate user to display their record and in the list of side tabs will be a tab called "Roles". You can then "Manage roles" from there and if required add the System Admin role. Guy. "Johan" <microsoft.com> wrote in message news:com... |
| Posted: 07 Nov 2004 09:48 PM PST He won't be about to access any data while disconnected unless he's got the "Sales for Outlook Client" installed. It'll then cache the necessary data on his laptop. HTH, -Kevin Kline Quest Software (www.quest.com) SQL Server MVP I support PASS, the Professional Association for SQL Server. (www.sqlpass.org) "Rick" <microsoft.com> wrote in message news:com... uses be ..NET ! |
| Custom field (string) "Coming soon..." display Posted: 07 Nov 2004 02:19 PM PST The only reference to "Coming Soon" I have seen is one of the shipped menu examples of the ISV.config file. I have also seen errors where the fields cannot be referenced in the customisation module - worked this out to be where a company had exported the XML file from a US English system and imported into an International English system. Guy. "Christie Peterson" <microsoft.com> wrote in message news:com... |
| Refer to a Locations Table in the Lead form Posted: 07 Nov 2004 05:33 AM PST Hi, Yes I've read lots of threads with that information. Yesterday i've spent lot of time trying to get useful documentation, articles and white papers on how to do it, but didn't find anything useful. Poor examples, with diferent things... Do you have any links where I can find how to make an sql query against another SQL DB and put the result an picklist for example ? Thanks, Hugo "Guy Riddle (Snapdragon)" wrote: |
| Posted: 06 Nov 2004 01:39 AM PST Thanks for your comments. The 2 prospects that I created early on seemed to be pretty solid, and as I was starting out with CRM, I made them Accounts. They then cooled down; we still communicate, but the sales cycle is halted - hopefully to re-start - while they wrestle with internal budget issues. So, in retrospect, I should have started with Leads and "promoted" them more cautiously - which I do now. Still, it's a shame I can't reverse out their status :-( "Matt Parks" <com> wrote in message news:com... |
| Posted: 05 Nov 2004 02:00 PM PST Not if you run the CRM web application using "https" with a digital certificate (which is very easy to setup for the CRM web site), which is the recommended method over the LIVE 'internet'. Guy. "LeVar Bery" <com> wrote in message news:phx.gbl... One thing to note MS CRM is not secure!!! You'll be pass all that information over Plain/Text... You should only run through a VPN connect not LIVE on the internet... You'll probably get hit with a worm in less than a week or so. LeVar Berry CEO eDriven Solutions LTD Ph. (513)403-1210 Fax: (702)995-0843 Step Into the Fast Lane For eSuccess "Guy Riddle (Snapdragon)" <guy@(nospam).mscrm.com.au> wrote in message news:phx.gbl... What's the error message. Have you defined a DNS entry so that the http address you specify outside can actually translate to the external IP address of your server? There should not be anything else to configure that is CRM specific. "andyo" <microsoft.com> wrote in message news:com... |
| Posted: 05 Nov 2004 05:25 AM PST Yes, all of them. It doesnt seem as thought its a layout problem, as it doesnt matter what resolution we set it to, no legends are shown... Would it help to try to replace one of the .rpt files for the specific report incase it has corrupted itself? "rf" wrote: |
| Posted: 05 Nov 2004 01:28 AM PST I have office 2000 (win2000 machines)and office2002 (on xp machines) version come with a watered down version of MS CRM, that would obviously cause problems with the real MS CRM. install using a custom install and make you ONLY INSTALL the item you need (go thru them all) news:google.com... (sp1) upgraded. upgrading Microsoft answer on this installed, IE 6 sp1 installed, IE 6 sp1 including outlook 2000, if don't say |
| Posted: 04 Nov 2004 05:36 PM PST Thanks for that info. Do you have any ETA on v2.0? Is it on the near-term horizon? Thanks, Aslam "Guy Riddle (Snapdragon)" wrote: |
| Posted: 04 Nov 2004 03:14 PM PST I believe ACT will integrate with Quickbooks and give you a lot less headaches. -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com "Matt Parks" <com> wrote in message news:com... |
| Posted: 04 Nov 2004 02:54 PM PST Also, I found that if you check the box "send email statements" in GP, it will come over to CRM as "allow" email. -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com "Matt Parks" <com> wrote in message news:com... |
| "Method not allowed" in Outlook Client Posted: 04 Nov 2004 04:19 AM PST Hi, Thanks for the Answer. I'm supposed to write some aspx that works in SFO while offline - so everything should be on the client: aspx, Web Sevice, Database. (I can read in the Registry, if SFO is offline). I need the MS CRM Objects - (like Account) , and the first test is, if I can log in. I get "Method not allowed" when I try to call "WhoAmI()". In the meanwhile I've found some questions, where I saw, that this is not possible for the moment. At least not with the Proxy.dll. So for the moment, I see no other way, than using the "unsupported" COMProxy.dll. "M" wrote: |
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