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Microsoft CRM - Implementation and Configuration Exam

Microsoft CRM - Implementation and Configuration Exam

Implementation and Configuration Exam

Posted: 06 Dec 2004 12:23 AM PST

Last tip for you... You can attain exam information, topics covered,
recommended preparation materials, etc. by contacting com
to request an Exam Preparation Guide for any MBS exam.

Good luck!

--
Betsy Stadick [MSFT]
This posting is provided "AS IS" with no warranties, and confers no rights.


"CRM newbie" <CRM microsoft.com> wrote in message
news:com... 

Experiences with MSCRM for project management?

Posted: 04 Dec 2004 01:44 PM PST

Thanks, Guy.

"Guy Riddle (Snapdragon)" <guy@(nospam).mscrm.com.au> wrote in message
news:phx.gbl... 
list 
SDK 
within. 

Install question (SBS 2003 prem&Sharepoint+ SQL2000 + CRM 1.2)

Posted: 04 Dec 2004 09:18 AM PST

Thanks Guy!
 
SQL Server, so 
named instance and 
the option to 
MSDE. 
message 
and 
not 
instance 

AD Changes And CRM

Posted: 04 Dec 2004 06:25 AM PST

Guy Riddle (Snapdragon) wrote: 

Hi,

I discovered the following. This could also take away any concerncs for
the AD administrator.

When you install the CRM Server using a (domain user) service account,
this service account gets rights assigned on the AD subtree for CRM. So
when for example you change a security role within CRM, the CRM server
will change the AD.

Regards,

Merijn van Mourik

Copying the "My XXXX" View

Posted: 03 Dec 2004 09:49 PM PST

Guy,
Thank you very much for the assistance. I must of overlooked this one.
Really appreciate the help.

-- Mark

"Guy Riddle (Snapdragon)" wrote:
 

Bulk email issue when assigning leads

Posted: 03 Dec 2004 02:30 PM PST

Cathy,

That would definately work. The thing is though, that wouldn't work for Leads
that were "re-assigned" as they could be a few days old.

The Workflow engine is designed to operate on a single record. As a result, it
is going to operate on every record. In your case, you don't want it to operate
on a single record, you want it operate on a set of records. It just isn't
setup for this.

Not sure the best solution for you, but I would hope that yoour sales people are
qualifying the leads fairly quickly. If that's the cse, then they should be
able to see the Leads when they appear in their list.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On 5 Dec 2004 11:25:55 -0800, net.au (Cathy Allington) wrote:

Thanks Matt:

So using workflows without SDK, there is no way to notify salespeople
they have been assigned new leads, unless you send an individual email
for every new lead? Would the only simple workaround be to set a
default Lead view sorted by the Date Created field and train
salespeople to check for new leads from the view?

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

First installation succeded but I can t add a user or .....

Posted: 03 Dec 2004 09:27 AM PST

Thanks,

IIS Server is setted with integrated authentification only, and I created
one user in CRM with assignation of roles and licences.

Dou you mean that if I install CRM 1.2 my problem may be resolved?

For the moment, I still have the problem.

Soufiane.


"Nick Doyle" wrote:
 

Question about Mapping

Posted: 03 Dec 2004 07:33 AM PST

The map kicks in when the form is initially displayed (yes, that's prior to
actually "saving"). However, the map that is used is dictated by where you are
when you choose "New Case". If you select "New Case" from the Case tab on an
Account or Contact (or the Add Related Case menu), then the map from Account (or
Contact) to Case will be used.

obviously, there ar e a lot of objects that can be created "from" an Account.
That is the various maps you see under Account in Deploymenet Manager.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Fri, 3 Dec 2004 14:25:03 -0800, "Drew" <microsoft.com>
wrote:

Thank you Matt very much.
However, I am confused.
1 If I create a case(before clicking save) and add a product to a case, does
that mean this case already existing ?
2 You said only 1 mapping will take effect. However I saw in the account
there are several builtin mappings. If only 1 mapping is valid, why microsoft
create so many mapping in the account ?

Appreciate you great if you could follow up and help me


"Matt Parks" wrote:
 

Adding Columns to Standard Forms

Posted: 03 Dec 2004 06:42 AM PST

That's what I figured...thought I'd throw it out there anyways.

Thanks for the help Matt,
Mark

"Matt Parks" wrote:
 

Version 2 functionality

Posted: 03 Dec 2004 06:42 AM PST

Sonoma Partners have some insights.....again not detailed but should give
you some idea.
http://www.sonomapartners.com/articles/microsoft-crm-product-roadmap.aspx
Guy.
"Keith" <microsoft.com> wrote in message
news:com... 

CRM Outlook Client - Access Denied

Posted: 03 Dec 2004 04:36 AM PST

John,

Must say that I have not run into this problem myself. I could have sworn that
I've seen that as an "official" pre-req for SFO, but now in looking quickly back
through the IG, I don't see it.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Fri, 3 Dec 2004 15:30:16 -0800, "John Song [MSFT]"
<microsoft.com> wrote:

(Wow, I get to meet Bill Gates in the newsgroup! ;-) )

Actually, CRM client should work across Domain. Matt, I know you have done
lots of deployments, have you seen some cross domain issues? Let me know.

Bill, you said there was not trust setup between the two domain (is it
actually two forests?), you will need to set that up, otherwise it won't
work. Try that and see if it works. Make sure that your DNS has entry for
both domain, so the client machine can find it as well.


"Matt Parks" <com> wrote in message
news:com... 
Domain 
wrote: 
line. 
work. 
seperate 
and 
strings 
------------------------------ 
platform. 
System.Web.CallHandlerExecutionStep.System.Web.Htt pApplication+IExecutionSte
p.Execute() 

HELP: COM+ Callouts, or rather COM- NothingOuts :)

Posted: 02 Dec 2004 09:07 PM PST

Thanks Freek,


I caught that right after I submitted that post. I've updated the interface
GUID, recompiled, and reinstalled, but still no luck. Do you see anything
else I might try?


Thanks so much for your help,

Joshua





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

Anyway to change the field mapping for CRM to SFO CRM Contact form

Posted: 02 Dec 2004 01:59 PM PST

I thought about that and tried updating the form for a user. That default
page is not the most customizable. Worse, I do not want to do this for all of
the user individually and then if the servers form ever gets updates, will it
then write over the local form?

More importantly, why would Microsoft ever ignore the direct dial phone
number. Seems like a VERY important piece of information to me....

"Support www.MSCRM-ADDONS.COM" wrote:
 

exam

Posted: 02 Dec 2004 10:31 AM PST

To add to this...

For information on the exams, topics covered, and recommended preparation
resources, you can contact com to request an Exam
Preparation Guide for any MBS exam.

Good Luck!

--
Betsy Stadick [MSFT]
This posting is provided "AS IS" with no warranties, and confers no rights.


"Guy Riddle (Snapdragon)" <guy@(nospam).mscrm.com.au> wrote in message
news:phx.gbl...