Microsoft CRM - Sales fo Outlook without CRM contents |
- Sales fo Outlook without CRM contents
- Database call from Javascript -
- Adding new fields to forms
- Cube on CRM
- Installing Report Manager 1.2
- Text Formatting for URL
- Javascript Errors on CRM Web Interface
- CRM Appointment
- Missing Address Data
- View Status Reason in Lost Opportunity resolution screen
- Including an attachment in an email template
- Sales Staff Access on Service Requests
- Data Migration Enquiries
- FetchXML IN Operator?
- Adding second SPS portal site to CRM server - Must type default.aspx
Sales fo Outlook without CRM contents Posted: 07 Dec 2004 08:15 AM PST Can you access CRM through the web client from those workstations? (http://crmserver) -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com "Diogo Monteiro" <microsoft.com> wrote in message news:com... |
Database call from Javascript - Posted: 07 Dec 2004 12:07 AM PST Just from a usability perspective you might want to do this on an onSubmit instead of onBlur. Making a synchronous web service call in the middle of user action will affect UI performance and slow down the user. If this was a 2 tier application with the database local to the client I might say go ahead, but it's not. -- Mj Miller Technical Lead Microsoft CRM This posting is provided "AS IS" with no warranties, and confers no rights. "Guru" <microsoft.com> wrote in message news:com... |
Posted: 06 Dec 2004 11:51 PM PST One option you have is through javascript. While the app only supports Onchange for a picklist, there are some ways to manually register javascipt to other fields. If you browse this group via Google, you should find several examples of doing this. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Mon, 6 Dec 2004 23:51:12 -0800, "com" <microsoft.com> wrote: Hi, I would like to add in new fields to a form and want to able to use this field as a calculation. For instance I add a new "no_of_room" field to the opportunity product page and wan CRM to be able to use this "no_of_rooms" field to multiply the "quantity" field and populate the calculated amount to the "amount" field when save button is clicked. how do i go abt doing this? kindly assist asap pls. Thanks |
Posted: 06 Dec 2004 06:00 PM PST yup ive done couple of joins with a custom db + crm db. "com" wrote: |
Posted: 06 Dec 2004 04:55 PM PST Did you download the correct language for the reporting pack? "Danb" <microsoft.com> wrote in message news:com... |
Posted: 06 Dec 2004 02:33 PM PST Hi, you cannot add a field that is a link. Can you add a button at the top of the window as an alternative? <com> wrote in message news:googlegroups.com... |
Javascript Errors on CRM Web Interface Posted: 06 Dec 2004 01:47 PM PST I've found the solution to this problem right here in this group posted by Ryan Toenies. The problem is a bug with using CRM on Win XP SP2. Go Here: http://www.microsoft.com/downloads/details.aspx?FamilyID=95ed89d0-8b99-4458-b798-90ad5400923e&DisplayLang=en Scroll to the bottom where you will see 4 files for download. Download and install the first file with Client-ENU in the name on the CLIENT machine. Then, download the file with Server-ENU on the CRM SERVER. I say use the ENU file assuming you are running the English language pack, otherwise the two alternate files may be for you. Good Luck! |
Posted: 06 Dec 2004 01:38 PM PST I created the appointment in CRM . . . but I get a popup reminder in outlook. And there's no connection to the account (like there usually for Outlook contacts). -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com "Guy Riddle (Snapdragon)" <guy@(nospam).mscrm.com.au> wrote in message news:eqxye%phx.gbl... |
Posted: 06 Dec 2004 10:48 AM PST Brandon, Thanks for the info. I followed your instructions, but the agent history does not show any failures. The one entry where the majority of the data appears to have been synchronized shows 14633 inserts, 8 updates and 1151 deletes. Since this user had never entered data before, the 1151 deletes is curious. Anyway, looks like SQL is happy, but somehow it choose to delete 1151 pieces of data. I guess my only option is to reinstall the CRM outlook client and start fresh. Tim "Brandon S." <nospam.com> wrote in message news:OZh$$phx.gbl... |
View Status Reason in Lost Opportunity resolution screen Posted: 06 Dec 2004 09:59 AM PST We are trying to do the apparently impossible. :( Figured I would take a flyer on it; with all the backdoor stuff like activity modification, I thought that perhaps someone on here much smarter then I would have an idea on how to accomplish this. Thanks for your input. If there is a way out there, please share! Or share why not perhaps? |
Including an attachment in an email template Posted: 06 Dec 2004 09:42 AM PST Thanks for the response. It's pretty much the conclusion I had come to even if not the one I was hoping for! Support www.MSCRM-ADDONS.COM wrote: |
Sales Staff Access on Service Requests Posted: 06 Dec 2004 07:25 AM PST Thanks for your help! "Guy Riddle (Snapdragon)" wrote: |
Posted: 05 Dec 2004 10:20 PM PST Hello Johnson, I understand you want to migrate data from one CRM server to another. While you can indeed use the Data Migration Framework, you probably want to look at the Microsoft CRM redeployment tools. These tools will help you "redeploy" CRM, i.e. move all your data from a server to another. In the process, you can also change your organization name, your users, etc. The redeployment tool is available at: http://www.microsoft.com/downloads/details.aspx?FamilyID=bfced393-61db-49af-9a50-4a90b311fa7d&DisplayLang=en If you really want to use the Data Migration Framework, be aware that you will hit a few limitations. For example, you will not be able to preserve 1:n relationships between entities. Also, the DMF does not support all entities. The DMF has been designed to handle migrations from external systems into CRM, not CRM to CRM migrations. To answer your questions regarding the CDF database: the CDF uses object IDs as unique identifiers, not GUIDs. If you need to export data from CRM into the CDF database, you can write a script (or create a DTS package) which generates a unique integer for every CRM GUID. Changing the type of the CDF columns is not supported. The data migration tools expect all IDs to be integers. Regards, -- Patrick Le Quere Microsoft CRM This posting is provided AS IS with no warranties and confers no rights. "com" <microsoft.com> wrote in message news:0bc001c4db5b$b6a6fb40$gbl... |
Posted: 04 Dec 2004 06:41 PM PST If I remember right we actually generate a SQL IN clause when <fetch> specifies an 'in' operator. The difference is trivial because the SQL optimizer will eventually convert IN to a series of OR. The cost is transmitting the SQL over the wire and dealing with the SQL stack size. -- Mj Miller Technical Lead Microsoft CRM This posting is provided "AS IS" with no warranties, and confers no rights. "Robert Gaston" <nospam> wrote in message news:%233GJ%phx.gbl... |
Adding second SPS portal site to CRM server - Must type default.aspx Posted: 04 Dec 2004 10:38 AM PST Found the problem: CRM defaults to IIS5 security; clear this in IIS and make sure the CRM app pool run under correct account. |
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