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Microsoft CRM - Resolving Cases

Microsoft CRM - Resolving Cases

Resolving Cases

Posted: 22 Dec 2004 03:47 AM PST

Hi Cathy,

You can do this in Form Customization for Case. Click "Change Properties"
for the Status Reason Field, then go to the Values tab. In here select Status
"Resolved" and you'll see Problem Solved in the list. You can add extra
values here.

Hope this helps,
Richie

"Cathy" wrote:
 

i cant use the sales for outlook for more than one user

Posted: 22 Dec 2004 01:27 AM PST

Not supported with the current version.
If this is a 'major' issue, today the only workaround is to use Virtual PC -
when a user logs on to a system they open up their own unique environment in
Virual PC.
Guy.
"elamir" <microsoft.com> wrote in message
news:com... 

Crystal Report Enhancement in CRM

Posted: 21 Dec 2004 08:21 PM PST

thanks for the info

"John O'Donnell" wrote:
 

Sales STD Licence

Posted: 21 Dec 2004 02:31 PM PST

No mention of suite anywhere in the licence string

"John O'Donnell" <com-nospam> wrote in
message news:OG4nOv%phx.gbl... 

Deployment error - PopulateStringMap

Posted: 21 Dec 2004 01:01 PM PST

This was what I thougt too, but the language on development server and
production server is the same. Furthermore, the problem occurs on the
development server, when I try to publish my customization from the
deployment manager. I have just tried to export/import the development
environment into itself and the problem still remains the same. the XML
looks fine, but there are errors during the import and the stringmap table
still does not contain the correct values.

Freek

"Mike R" wrote:
 

Customized app with CRM for POCKET PC???

Posted: 21 Dec 2004 11:39 AM PST

It is highly unlikely that the CRM dlls will work on a pocketpc platform.
Remember that the pocketpc .net environment is called the compact framework
meaning a lot of the functionality of the full blown .net framework is
missing.

Your best option in my opinion would to write a service that sits on the CRM
web server. This service will act as the layer between requests from the
pocketpc device and crm. For example that pocket pc could issue a web
service call to your new web service that says give me an xml file
containing all crm contacts i have access to

the web service then calls into the crm platform layer using the crm sdk
then returns the data back to the pocket pc which can then process and
display the data.

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


"Mike R" <freeserve.co.uk> wrote in message
news:cqa9p9$igk$1$demon.co.uk... 

CRM SF Outlook: Succesful Install, cannot access though

Posted: 21 Dec 2004 08:19 AM PST

First...review your install documentation to verify you have everything
properly configured.

If... you have a properly installed and configured CRM server, Exchange
server, CRM email router, Outlook and Sales for Outlook client...

Then...open Outlook, find the Microsoft CRM folder in the left-pane folder
tree, click on it or expand it and click on a subfolder. Also, you could
click on the Shortcuts button (looks like a white box with a black arrow in
it) in the bottom left part of Outlook and click on a CRM shortcut.

Hope this helps.

Daryl Hulten


"Gautam Sachdev" wrote:
 

Case notification for outside techs

Posted: 21 Dec 2004 07:15 AM PST

I'm not aware of a single Workflow Manager/Monitor that is available with
standard edition ... Workflow Manager and Workflow Monitor are programs that
may be found on the CRM Server and believe should only run if you are
licensed for Professional edition.

There is one event (OnChange) that can be configured using JScript for
picklist fields so that when a picklist value changes a value in another
field may be set. Linda

"SharedCal" wrote:
 

about the contacts from the outlook

Posted: 21 Dec 2004 04:55 AM PST

thanx very much

"MattNC" wrote:
 

Having trouble with SFO offline

Posted: 20 Dec 2004 03:41 PM PST

There is an unsupported way to modify this directly in the database. Edit the
SystemUserBase table and change the login field to be domain\username. This
shouldn't affect anything else in the system.

Matt Parks
MVP - Microsoft CRM

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On Tue, 21 Dec 2004 12:09:47 +0100, "Jack Nielsen" <dk (Fjern
nospam)> wrote:

He has a sales role with a bit more rights, but we've used the FQDN for
logon.What can we do to correct this ?



"John O'Donnell" <com-nospam> skrev i en
meddelelse news:%23Xjk%phx.gbl... 
interface...i 
with 
leads 
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Creating a new object

Posted: 20 Dec 2004 02:25 PM PST

Do you have a backup of the ISV.Config file? Odds are that there was a change
made to it that broke the "well-formed" XML in the file. When this happens, the
app throws all kinds of weird errors.

Matt Parks
MVP - Microsoft CRM

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On Tue, 21 Dec 2004 10:40:01 -0500, "Ovaty2003" <com> wrote:

Thanks for the first part, but i still can't find a solution to the second
half of the problem. The isv.config in my wwwroot\_Resources is the only
one on the server. I get the following error whenever I set the flag to
"On":

------------------------------------------

Error Description:
An unhandled exception occurred during the execution of the current web
request. Please review the stack trace for more information about the
error and where it originated in the code.

Error Details:
Not Applicable

Error Number:
Not Applicable

Source File:

Line Number:


Date: 12-21-2004

Time: 10:34:49 AM

Type: Application Error (1)

Server: *****


Query String:
/stage.aspxpage=Home&area=nav_home

-----------------------------------------

Exception Details: System.NullReferenceException: Object reference not set
to an instance of an object.

Source Error:

An unhandled exception was generated during the execution of the current
web request. Information regarding the origin and location of the
exception can be identified using the exception stack trace below.

Stack Trace:


[NullReferenceException: Object reference not set to an instance of an
object.]

Microsoft.Crm.Application.Controls.AppCustomizatio n.CustomizeGotoArea(Page
currentPage, Menu menu, String areaNode) +115
Microsoft.Crm.Application.Menus.AppGlobalMenuBar.B uildGotoMenu() +1160
Microsoft.Crm.Application.Menus.AppGlobalMenuBar.E xecute() +239
Microsoft.Crm.Web.Stage.ConfigureMenus() +104
Microsoft.Crm.Application.Controls.AppPage.OnLoad( EventArgs e) +142
System.Web.UI.Control.LoadRecursive() +35
System.Web.UI.Page.ProcessRequestMain() +750

-------------------------------------

I would assume that the Null exception is being thrown due to the isv not
being able to be accessed for some reason, but I'm not sure how to go
about finding where it's looking for the file.

What is the proper way to handle internally generated support cases?

Posted: 20 Dec 2004 01:40 PM PST

Bill,

I agree with many of your points, but I also disagree about a few. In many
ways, some of the things the CMR team has done with integration (like the
Information Bridge Framework hook) are cutting edge. The overall SFO
integration (even with it's issues) is way beyond what can be done with a lot of
other products.

But, being brutally honest, they did drop the ball in a few areas like you
mentioned (and a few more I might add). I think a big part of the problem is
the overall size of the MS Org. I know people who work in a 30 person company
that don't know what a co-worker is working on. Now magnify that by a few
thousand and the propensity for dates to slip. From what I've heard, they are
making strides to get more integrated with the other product teams, but it is
not a straight forward effort.

They still need to make delivery dates and they often need to be pragmatic in
how they set those dates and feature sets. We may not agree with those
decisions in hind-sight, but when they were made, there is a good chance that we
might have made the same choice.

Matt Parks
MVP - Microsoft CRM

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On Tue, 21 Dec 2004 08:52:58 -0500, "Bill Walter" <com> wrote:

Jason,

Thanks for your input. I am at least glad that I was not overlooking some
simple way of doing this.

You comment about the product not being designed to handle this situation
seems to reflect a lot of what is currently in the package. I could not
believe that the original release would not run if .NET 1.1 was added to the
system even though 1.0 and 1.1 were suppose to run side by side, and then it
took almost a year before they could run on Windows 2003. It seems like the
CRM team is completely unaware of what is going on around them at Microsoft
and are fairly primitive in terms of modernization like integration with
Office and other productivity tools. Email originated in the package is
limited to simple text sort of like the messages you could send 40 years ago
using a ASR33 teletype machine.

Bill Walter

"Jason Hunt [INVOKE]" <invokesystems.com> wrote in message
news:phx.gbl... 

Newbie with a couple of quick questions

Posted: 20 Dec 2004 12:49 PM PST

One more note about field sizes .... it's SQL that controls that. And, if
you will be using Sales For Outlook Offline (and so synchronizing MSCRM data)
SQL Merge Replication is used. This has a direct effect on your limits.
Synch will not work if any field that is part of SFO (doesn't apply to cases
but does to contacts and accounts) and the size is >6000 bytes (vs. 8000
bytes without using merge replication); also there is a column limit of 246
(vs 1024 without using merge replication).

Lindad

"DonE" wrote:
 

Moving Database (again)

Posted: 20 Dec 2004 08:11 AM PST


Thanks for the reply. Matt

Luckily i have some free support from M$ so im going to speak to them. The
backups we have do not include the system state and the sql backups do not
have the transaction logs. unsure if this is important?

I have been following intenetly the technet disater recoevery instructions
but they are extraordinarily unclear as to what order i shoudl restore things.

i cant find any instructions on how to restore the replication pubs.

I have restored the sql databases with no problem but when i used the
deployment manager to to point crm at the restired dbs i get an error 'cannot
connect to sql server' . no other errors.

hopefully ms can help when they call back but if you have any ideas id be
glad to hear them :D

Is there a way to capture a mailmerge document as an activity

Posted: 20 Dec 2004 07:59 AM PST

Thanks,

But thios functionality is in even the most basic CRM tools, and has been in
products such as ACT and Superoffice for at least 10 years, this is a major
stumbling block, hence the appeal to see if anyone had come across a similar
issue and had found a way to resolve it.

Any development advice or even third party product advice would be welcome
if can do this bit of functionality.

Cheers,
Roland.

"John O'Donnell" wrote:
 

Removing fields

Posted: 20 Dec 2004 05:19 AM PST

Thanks for your answer bit it is not what i'm searching for. I want to remove
a field from the screen, but I don't want to remove the attribute. For
instance the field freight terms in a quote we do not use so I want to remove
it from the screen. I did it with a lot of fields but this field I cannot
remove.
Maybe you also know the answer on this question.

"Jürgen Beck" wrote:
 

Opportunity status change rule not working

Posted: 17 Dec 2004 03:21 PM PST

Well, one possibility is due to the fact that you can't add activities to a
closed Opportunity. In this case, the workflow is firing (or should be firing)
after the Opportunity has been changed to "Won". As a result, you can't add an
email activity to the Opportunity.

I would have expected something to show in Workflow Manager though to indicate
that the rule at least tried to run.

Matt Parks
MVP - Microsoft CRM

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On Tue, 21 Dec 2004 10:49:11 -0800, DDT <com(nospam)> wrote:

When Opportunity Status is Changed
if
Opportunity.statecode = Won
then
Email to: .....
end if

I have checked the Workflow Monitor- no it's not firing. I didn't see any
errors in the event log- is there anything specific I should be looking
for?Any other ideas?

"Matt Parks" wrote: