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Microsoft CRM - Trying to give Leads and Opportunities Parent Accounts

Microsoft CRM - Trying to give Leads and Opportunities Parent Accounts

Trying to give Leads and Opportunities Parent Accounts

Posted: 09 Nov 2004 03:53 PM PST

While Microsoft CRM does not allow you to add relationships there is a
product from www.c360.com which allows you to model relationships. Here is
the link

http://www.c360.com/RelationshipChart.aspx


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















"Larry" <microsoft.com> wrote in message
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add 
<microsoft.com> 
Resellers 
When 
don't 
User 

What Ports Does CRM Use?

Posted: 09 Nov 2004 01:50 PM PST

SQL Server utilizes the following ports:

TCP Ports (7)
135 DCE endpoint resolution
139 NETBIOS Session Service
445 Microsoft-DS
1034 (random) Microsoft Distributed Transaction Coordinator (MSDTC) / TIP 2
1049 (random) MStask.exe
1433 Microsoft-SQL-Server
3372 Microsoft Distributed Transaction Coordinator (MSDTC) / TIP 2
3389 Terminal Services
UDP Ports (9)
135 DCE endpoint resolution
137 NETBIOS Name Service
138 NETBIOS Datagram Service
445 Microsoft-DS
500 isakmp
1434 Microsoft-SQL-Monitor

Web Server utilizes the following ports:

TCP Ports (26)
25 Simple Mail Transfer
80 World Wide Web HTTP
135 DCE endpoint resolution
139 NETBIOS Session Service
443 HTTP protocol over TLS/SSL
445 Microsoft-DS
1032 (Random) Microsoft Distributed Transaction Coordinator (MSDTC) / TIP 2
1064 CrmWorkflowService
1072 pageserver
1073 Mstask.exe
1075 WebCompServer
1077 cacheserver
1080 CrystalAPS
1081 EventServer
1083 inputfileserver
1084 CrystalAPS
1088 outputfileserver
1091 JobServer
1092 CrystalAPS
1100 Inetinfo.exe
1110 WebCompServer
1111 EventServer
1112 JobServer
1116 Pageserver
1117 Inputfileserver
1118 CrystalAPS
1120 Pageserver
1122 Outputfileserver
1123 Cacheserver
1137 CrystalAPS
Random (multiple) Microsoft Message Que (Mqsvc.exe)
1165 pageserver
3372 Microsoft Distributed Transaction Coordinator (MSDTC) / TIP 2
3289 Terminal Services
6400 CrystalAPS
6401 WebCompServer
7224 Inetinfo.exe (local Web-based administration)
UDP Ports (15)
135 DCE endpoint resolution
137 NETBIOS Name Service
138 NETBIOS Datagram Service
445 Microsoft-DS
500 isakmp
1056 CrmSecurityService
Random Microsoft Message Que (Mqsvc.exe)
1150 Inetinfo.exe
3456 Microsoft IIS Server / VAT default data


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


"Jay" <microsoft.com> wrote in message
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Multiple Order Forms

Posted: 09 Nov 2004 01:25 PM PST

Hi Stephen,

I thought that would be the case... Thank you for the response.

Jason

"Stephen Redmond" wrote:
 

Export customization from professional and import into standard?

Posted: 09 Nov 2004 07:01 AM PST

Yep.

The reason being that each database has everything in it anyway. All that
is stopping users viewing the extra functionality is the license.


Stephen

"Matt Parks" <com> wrote in message
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How to trigger workflow only for certain accounts?

Posted: 09 Nov 2004 05:08 AM PST

I see,

many thanks for the info!

Ed

"Matt Parks" wrote:
 

Getting Contacts from CRM with Word VBA

Posted: 09 Nov 2004 01:26 AM PST

Calling the core CRM API's from VBA will be difficult as they would need a .Net
wrapper. There are some COM-based API's., but they are not documented very
well.

If all you need is to retrieve data, you can always query directly against the
database, but remember that this will bypass the data security of the
application.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 9 Nov 2004 10:26:13 +0100, "Ronald" <gmx.net>
wrote:

Hi,

I am new to Microsoft CRM, so I don't know if this is possible.

Is there a way to get Contacts from Microsoft CRM from Word VBA? If so, do I
need DLL's or do I need to get into the SQL Server database to get them? The
best method would be to kinda ask CRM for what I want, and it gives it to
me.

Any pointers?

Ronald

Customising Tabs

Posted: 08 Nov 2004 11:54 PM PST

Yes you can add new fields directly to the schema manager thus creating the
exact fields you need.
Remember to 'publish' after you have added the fields and modified the
forms/tabs/etc.
Guy.
"Rick" <microsoft.com> wrote in message
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Duplicate record

Posted: 08 Nov 2004 10:28 PM PST

I did I ran the automapping in the schema under the lead section for
Contacts, Opportunites and for Accounts

"John O'Donnell" wrote:
 

how do I configure the 10 users within CRM

Posted: 08 Nov 2004 04:41 PM PST

You'd probably be best using "Territories" from a reporting perspective
(I.e. one for each Geographic area).
If you take this approach to start with you can always create BU's later and
more the users into them if you find you need to separate them out.

Teams is more used for when you have a more complicated organisational
hierarchy with a higher level of security, where you want the capability of
people who do not actually work in the same BU to be able to share 'common'
information with a team.
Guy.

"Paul Kougi" <microsoft.com> wrote in message
news:com... 

Are there any recommended training books on Microsoft CRM?

Posted: 08 Nov 2004 02:28 PM PST

For information about training content see
http://www.microsoft.com/BusinessSolutions/Training.aspx

There are classroom and e-learning courses for :
- Application Professional
- Installation and Configuration
- Customization
- Integration to Great Plains (online training will be available in the
Nov/Dec timeframe)

Not only do these courses prepare you for their corresponding certification
exam (with the exception of the Integration class, which does not currently
have a cert exam), they will also help accelerate your ability to use or
implement Microsoft CRM. Training manuals are provided with classroom
training and can be purchased separately if you wish to take the training
online.

There is also a development level classroom training offering called
"Extending Microsoft CRM with .NET".

Hope this helps.

"BRMonkee" wrote:
 

Customize Lead Phone Call Activity form and Add New Activities

Posted: 08 Nov 2004 12:44 PM PST

CRM 2005 is slated to release sometime in Q2 of 2005.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 8 Nov 2004 12:54:03 -0800, Aslam Nathoo
<microsoft.com> wrote:

OK after digging through thsi group a little more I've discovered that
customizing the existing activity forms is not supported currently but will
be supported in CRM 2005/v2.0. Do we have any ETA on 2005/v.2.0's release? Is
it Q1, Q4, when?

What about the add new activites abaility? I did read that someone was doing
this? How do you do it?

"Aslam Nathoo" wrote:
 

Converting Lead Notes and Activies information into Opportunity re

Posted: 08 Nov 2004 12:21 PM PST

Larry,

Activity Summary from c360 doesn't overwrite anything so removing it is a
simple as removing the entries in ISV.config (or replacing with a backup).

Also, this product is quite mature now - it has been around since version
1.0 of CRM.

Stephen

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

How notes are organized

Posted: 08 Nov 2004 10:09 AM PST

Here is a list of additional views that you may find uesful: (replace
crmserver with your server name)
Associated View: Activities:
http://crmserver/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001903}
View: All Activities:
http://crmserver/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001902}
View: Closed Activities:
http://crmserver/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001901}
View: My Activities:
http://crmserver/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001899}
View: Open Activities:
http://crmserver/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001900}
Associated View: Notes:
http://crmserver/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010002000}


You can't change the primary column in a view - you would have to create
your own aspx page to display data not using the primary field.

If you want a "date of latest activity" on any of the primary records this
will also involve some customisation - you may wish to review the contents
of the SDK - available for download.
Guy.

"Brad Strata" <Brad microsoft.com> wrote in message
news:com... 

load all CRM account with c#

Posted: 08 Nov 2004 07:06 AM PST

The SDK documentation has a specific FetchXML example for doing a

"Select * from Accounts".
You need to use something like :
<fetch mapping='logical'><entity name='account'>
<all-attributes/></entity></fetch>

In this connection I have been looking for some more examples of
how to use FetchXML for some complicated queries.
Is there any documentation on these and more details about ColumnSet XML
other
than whatever is given in the SDK docs?

Thanks

Vidya







"Thomas Ott" wrote:

Hi,
 

Read all Fileds/Columns from an CRM Object

Posted: 08 Nov 2004 01:21 AM PST

Is der no other way?
I would likle o try a suppported way to read the data from the CRM.
Reading directly from the SQL Database shouldn't be supported.
If there will be some changes like in version 2 we can't use this stored
procedure.

"Stephen Redmond" <nospam> schrieb im
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