Pages

Search

Microsoft CRM - Specifying the domain of the Microsoft CRM

Microsoft CRM - Specifying the domain of the Microsoft CRM

Specifying the domain of the Microsoft CRM

Posted: 03 Nov 2004 07:42 PM PST

sir, i have the domain/user syntax. when i click on the ok button the ie
will automatically close? any idea why that is happening. thanks. again.

"Matt Parks" wrote:
 

Adding a custom field to the Orders Form

Posted: 03 Nov 2004 09:08 AM PST

But did you publich the changes first via Deployment Manager?

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 3 Nov 2004 17:02:36 -0500, "Robert Lazo" <com> wrote:

Yes, I rebooted the entire system and restarted all services -- still can't
see new field on form.

Thanks,

Robert

"Jason Hunt (Invoke Systems)" <invokesystems.com>
wrote in message news:%23RyEz%phx.gbl... 
rights. 
Orders 
appear 
no 

MSSQLServer and SQLServerAgent Service Accounts

Posted: 03 Nov 2004 08:18 AM PST

Hi Matt,

This fixed my issue. I really appreciate your help.

Jeff

"Matt Parks" wrote:
 

User Deleted in AD, can CRM licence be retrived?

Posted: 03 Nov 2004 02:40 AM PST

You can remove a license from a user by deleting the approriate row from
SystemUserLicenses. You first need to get the proper systeemuserid value from
the SystemUserBase table.

Doing this is not supported though. Make sure you have a good backup of your
database and know what you are doing when deleting the row.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 3 Nov 2004 10:40:09 -0000, "Michael Mulvihill" <ac.uk> wrote:

Hello all,
I've made a mistake and deleted a user in AD before removing their licence
in MS CRM.

The user has no records associated with their account.

I want to retrieve their MS CRM licence but of course I get an error to the
effect that.

The selected object could not be found in both MS CRM and AD.

What is the situation....is there a workaround?

Does this mean that every time someone in our organisation makes this
mistake in the future our licence number will dwindle?

All the best,
Michael Mulvihill

Looking for a way to take orders in the field

Posted: 02 Nov 2004 07:57 PM PST

Amusingly enough you managed to trigger a link in google that links to
CRM for pocket pc when you posted this!]

Dunno if it comes up for you but look above this post!

the link is: http://www.flyingspark.com/home/index.asp?id=3&nid=106

I've not tried this though yet

Tom

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

CRM / Active Directory error

Posted: 02 Nov 2004 04:44 PM PST

Hi Mark,
When you make a role change/perform a security operation thru' CRM, the
CRM infrastructure handles a lot of things including updating the AD Groups,
CRM Tables in SQL Server that represent security information, logic for
handling child Business Units etc.

If you update AD groups directly, it will bypass all this and can cause
inconsistencies in the data needed by CRM.

I hope this was useful.

Jagan Peri

Microsoft Business Solutions CRM



This posting is provided "AS IS" with

no warranties, and confers no rights.



"acdmark" wrote:
 

E-mail signatures

Posted: 02 Nov 2004 11:38 AM PST

Click on Tools, then Options and the last tab shows "email Templates" - this
is where individual users can set up their own templates - basically an
empty template with just the signature details at the bottom.
Guy.
"Brent Bassett" <com> wrote in message
news:phx.gbl... 

Opportunity needs to display Account and Contact - Help!

Posted: 02 Nov 2004 11:37 AM PST

No, afraid it won't. Only 1 Map will be used when a record is created and in
this case, it will be the Contact -> Opportunity map. So the Account name field
isn't available to you at that time.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 3 Nov 2004 14:42:40 -0500, "Brent Bassett" <com> wrote:

Thanks Matt, I was afraid of that. Maybe I can create a company field in
Contact and map the account name from Account to that field, and then have
that map when an opportunity is created? Not perfect but that might
work...?

Brent

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

Best way to access data outside MS-CRM

Posted: 02 Nov 2004 10:22 AM PST

Hi,

I've done some mapping to other SQL Servers and Access as well. Another
thing I'm working at the moment is to have ms crm data offline mode, since
our customers need to be able to work with an addon when offline and then
want to be able to update the offline data against the ms crm database. I'm
well aware that this is not supported, but the customer needs this.

/M


"Taja" wrote:
 

Auto Create Accounts to imported Contacts

Posted: 02 Nov 2004 09:54 AM PST

Not a one step process but will save you having to use the DMF or write a
web service.....
Bring them in as leads - perhaps even use the workflow engine to allocate
them to the respective sales/account personnel and then "convert" them to an
Account and associated Contact (i.e don't create an opportunity).
Guy.

"Carlos" <org> wrote in message
news:com... 

Undocumented Workflow feature.....

Posted: 02 Nov 2004 09:12 AM PST

your a legend...ive been looking for something similar with our followup tasks.

thanks Matt

"Stephen Redmond" wrote:
 

Activities Customization

Posted: 02 Nov 2004 09:03 AM PST

Hi Rose,

I have copied this from another post:

Just type for the "My Activities view" the following URL in your Internet
Explorer and replace "crmserver" with the name of your server.

http://crmserver/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001899}

For the other views you can use these IDs:
My Activities: {00000000-0000-0000-00AA-000010001899}
Activities Advanced Find View: {00000000-0000-0000-00AA-000000666100}
Activities Associated View: {00000000-0000-0000-00AA-000010001903}
All Activities: {00000000-0000-0000-00AA-000010001902}
Closed Activities: {00000000-0000-0000-00AA-000010001901}
My Activities: {00000000-0000-0000-00AA-000010001899}
Open Activities: {00000000-0000-0000-00AA-000010001900}
Sales Process Activities Subgrid: {00000000-0000-0000-00AA-000010001951}

Regards,

Lloyd
"Rose" wrote:
 

CRM Certification Logos

Posted: 02 Nov 2004 08:05 AM PST

test

"Betsy Stadick [MSFT]" wrote:
 

Data Migration Problem

Posted: 01 Nov 2004 06:15 PM PST

Hi,

If the data doesn't containt secret business information, you can send it to
me and I can check it for you. My mail address is:
ronald.lemmen@[REMOVETHIS]gmail.com.

Ronald

"VisionInfinity" wrote:
 

CRM Forms Don't Update

Posted: 01 Nov 2004 04:34 PM PST

Thanks Stephen, that worked.

Robert 
IIS. 
wrote in message 
to 
contract 

Outlook Sales for CRM

Posted: 01 Nov 2004 04:30 PM PST

Thanks for your help Stephen. Now if I could only get away
with using 1 desktop life would be so grand.


 
same PC, so I do not 
wrote in message 
to 

Import activities for existing accounts

Posted: 01 Nov 2004 01:54 PM PST

Is there any 3rd party processes available for importing activities to
existing accounts?

"daniel schmied" wrote:
 

Error while trying to close Activities

Posted: 01 Nov 2004 01:28 PM PST

Hi Daniel.

We have reinstalled the SFO client and no success. Note - if we access CRM
via the web client we are able to close the Activities, most of the time....
I'm sure it is something related to the SFO client but I wish I knew where
to look.

Thx for the tip.

"daniel schmied" wrote: