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Microsoft CRM - CRM HArdware Question

Microsoft CRM - CRM HArdware Question

CRM HArdware Question

Posted: 22 Dec 2004 03:51 PM PST

this machine is more than enough. If you can add RAID that is better. One
improvement i would make would be to add another GB of RAM to give you 1gb
per processor

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


"vikrantca" <microsoft.com> wrote in message
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1GB 
this 
There can 
other 
CRM will 
on 

Import of Custom Fields

Posted: 22 Dec 2004 01:07 PM PST

On the CRM server open the Deployment Manager and click on the Schema Manager
node to expand it. Select the entity that you want to extend and expand it.
Underneath the entity (such as Account) right click on the Attributes node
and select New Schema field. From there you can define the custom field.
Beware the SQL row size limit - especially on the Contact entity.

When you are done, you can add the fields in the web UI system
customization... Then publish your changes from the Deployment Manager and do
an iisreset from the cmd prompt on the CRM server.

If you use the DMF to import your data, you will first initialize the CDF
database which will scan and recognize custom fields.

Matt Wittemann
http://icu-mscrm.blogspot.com


"Dan Fox" wrote:
 

Special Forms for activities

Posted: 22 Dec 2004 11:01 AM PST

a Thank you! Maybe this is not what i want to to. I like to create new form
which the users can see in the history of a contact/company. You can compare
this with a journal entry because a customer has more than one visit in the
sales cycle and so we have to see the changes and memos of our employees from
time to time. we have also some other forms which i have to integrate in the
contact history of crm.

do you have another idea?

THANKS

"Matt" wrote:
 

Displaying User Names

Posted: 22 Dec 2004 10:07 AM PST

the name order does not update existing records, only new ones created after
you updated the name order

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


"JMC" <microsoft.com> wrote in message
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I've 
This 

Error in in validating some dates

Posted: 22 Dec 2004 09:41 AM PST

Thank you Linda,
it worked!

:)

"lindad" <microsoft.com> ha scritto nel messaggio
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The 
help 

problems converting leads

Posted: 22 Dec 2004 08:55 AM PST

wonder if the user is on a windows xp sp2 system and the server has not been
patched for xp2?



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


"Matt Parks" <com> wrote in message
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haven't 
Account 
stored in 
Contact 
the call 
about the 
wrote: 

Phone Call. Fields' meaning

Posted: 22 Dec 2004 08:47 AM PST

For incoming call "Call Initiator" is a customer. "Call Recipient" is a
user who served the call. But who is owner then? The same user as "Call
Recipient"?


"lindad" <microsoft.com> wrote in message
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help 
call, 
open 
technician's. 

Unable to import into CRM using import wizard. Please help.

Posted: 22 Dec 2004 07:37 AM PST

Hi Andrey,
Thanks a lot. It was immensely helpful.

Regards,
-Sekhar

"Andrey Ptashinskiy" wrote:
 

Case Notification for techs

Posted: 22 Dec 2004 07:23 AM PST

OK...this is it, you should see Matt Parks' answer to "Notifying company
directors of new opportunities". Matt said:

"Unfortunately, you are forced to choose between using a tempalte or selecting
who should get the email. However, there is an undocumented feature you can
use
to add "slugs" to the email. You can place a slug in the following format:
&account.name;

into the workflow task and it will be resolved with data from the underlying
object.

Matt Parks
MVP - Microsoft CRM"

"Danny Jeter" wrote:
 

Incentive add-on's for sales & services teams

Posted: 22 Dec 2004 04:59 AM PST

I thank you for your inputs.

While this can be calculated allright, we would still be interested to find
out if there are any ISV's out there who have made a solution for incentives
for personnel. A well designed solution with Incentive/Commissions plans can
really add that much more value/punch to this solution. I also buy Don
Peppers idea that it is an important facilitator for easy and early adaption
of the solution by the intended users in the company.

I request the CRM community and microsoft to please let us know at the
earliest.

"MattNC" wrote:
 

Anyone got an idea on this ?

Posted: 22 Dec 2004 04:37 AM PST

It is a new issue with the client and it is the only user with that issue. I
will try to delete the keys and see what happens. Thanx !

"John O'Donnell" <com-nospam> skrev i en
meddelelse news:phx.gbl... 
be 
ever 
machines 
the 
CRM 
CRM 

import price list

Posted: 22 Dec 2004 03:41 AM PST

Sales licenses must be all standard or all professional, not a mix.

I vote for Scribe to import your data. Lindad

"paola70" wrote:
 

Data fields in an activity from a workflowrule

Posted: 22 Dec 2004 02:33 AM PST

Actually, there is an undocumented feature that will allow you to do this. You
can add "slugs" to the activities by using the following type of syntax:
&account.name;

This would put in the Name of the account. The field names are case sensitive
and are the same names that are returned in the associated views (in your case,
the quote view).

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 22 Dec 2004 06:35:02 -0800, "Fred" <microsoft.com>
wrote:

It is possible in an email template but I want to know if it is also possible
in a task.

regards

"Parasuraman" wrote:
 

Contactperson in a quote

Posted: 22 Dec 2004 02:29 AM PST

Matt

Thanks for your answer but it gives me another problem I mentioned before.
I make a quote from the account to get in all the address fields. If I put
in the address fields by using lookup I have the problem that it doesn't fill
all fields. In fact I added a field housenumber in both the accountsections
billto and shipto. I used an existing field postofficebox for it. I also made
the mappings.
So if I do what you suggest I have the right contact in the qoute but I am
missing some important data in the account fields. Or do you know how to
solve that problem?



"Matt Parks" wrote:
 

Concern with SQL database size

Posted: 21 Dec 2004 08:41 PM PST

I would agree. Also, you are talking about a few records that can't be deleted.
How many disabled users & business Units are expected to be in the system? Even
over time, this number would be what, a few hundred? That would accound for a
few MB of storage, not exactly something to be concerned about in the big
picture.

If you run into problems with space on the SQL server, it will be due to other
tables that may contain hundred's of thousands or several million rows.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 21 Dec 2004 23:47:27 -0600, "John O'Donnell"
<com-nospam> wrote:

Over time the database will continue to grow as a CRM solution will keep
adding data daily. Over time I expect to see an archive feature but this may
not appear for a few more versions. Becuase if this you should always
specifiy way more data storage than you need for SQL. of course determining
the amount of storage needed is an art in itself. Suffice to say if you are
concerned about storage space with a new CRM installation you are heading
for disaster. YOu should know that CRM is not exactly a heavy user of data
storage. Perhaps if you can indicate number and tpyes of users and storage
you have we could indicate if you would be likely to hit issues. Remember
this type of issue is relevant to any SQL Server installation and so reading
up on SQL Server administration will help. Lastly...if you think you have
underspecified your sql server keep in mind that at some point it is a
pretty painless task to move CRM to a large SQL Server with more capacity
etc

CRM Email failure

Posted: 21 Dec 2004 01:21 PM PST

can you clarify whether the error occurs when sending an email from crm or
when receiving an email? ie the exchange server trying to pass an email into
crm?

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


"DouglasBHahn" <microsoft.com> wrote in message
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through 
case 
do 
anything. 
works and 
occurred: