Pages

Search

Microsoft CRM - Tutorials

Microsoft CRM - Tutorials

Tutorials

Posted: 12 Jan 2005 05:58 AM PST

The MS CRM SDK is a good place to start. I'm sorry - but I don't have a
link for you.



"Woltore" <com> wrote in
message
news:talkaboutsoftware.com... 

Autonumbering

Posted: 12 Jan 2005 04:21 AM PST

For anyone interested I sussed it - all the numbers are stored in the
OrganizationBase table. ;-)

"Ruthie" wrote:
 

Integration with FoxPro

Posted: 11 Jan 2005 10:57 PM PST

Yes, its posible

--

Alexánder Osorio
Business Intelligence Specialist
Caracas - Venezuela

"Parasuraman" <com> escribió en el mensaje
news:036401c4f874$06c31700$gbl... 

I need to move my CRM data files

Posted: 11 Jan 2005 05:03 PM PST

Agreed,......depending on your SQL admin expertise its a rather simple
move,.....literally just a few clicks. Either way, give yourself plenty of
time (the system will be down, and these files will likely be huge and
depending on the speed of your server, it could take a while to migrate the
files), and make backups!!!

-Gary

"Frank Lee" <microsoft.com> wrote in message
news:com... 
you 
same 
to a 
the 
are 
reports 
the 
this. 
http://www.microsoft.com/downloads/details.aspx?FamilyID=BFCED393-61DB-49AF-9A50-4A90B311FA7D&displaylang=en 
detach 

SFO Activity - Monitoring Sync

Posted: 11 Jan 2005 02:45 PM PST

> Is this the first time your'e gone offline with this machine?

Yes.
 

It is still running right now, we're 2 hours short of 24 hours now. The
Task Manager on the client shows plenty of Outlook activity, so for now I
will still assume that it is working.

We've had other clients go 4 hours for the first sync, but nothing like
this. This laptop is definitely the dog in terms of performance, but the
difference in hardware is not on par with the difference in sync time.
 

Yes.

 

I was thinking I would see a lot of activity like that, but as of yet I
haven't seen it (in 2 roughly half-hour long traces).

Thanks much, if you learn any more specifics I would love to hear them.

Customize Home page

Posted: 11 Jan 2005 11:28 AM PST

If you're new to MSCRM, you'll find much more strange things along your
adventure!

:)

-Gary

"Domenico Truppi" <it> wrote in message
news:uqruX$I%phx.gbl... 

Document Control

Posted: 11 Jan 2005 10:37 AM PST

Looks interesting, but I need something more advanced, something that can
maintain revisions, approvals, etc.....

thanks though,
Gary

"Support www.MSCRM-ADDONS.COM" <com_NOSPAM> wrote in
message news:uAb94AB%phx.gbl... 

HTML Side in php

Posted: 11 Jan 2005 09:13 AM PST

Best bet would be to write a webservice that uses the CRM SDK to process the
data and then call the webservice from your PHP app.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 11 Jan 2005 09:13:02 -0800, Robert <microsoft.com>
wrote:

Hi,

How can I get information from a HTML side and which uses also php on some.
On that webpage interested contacts put their name and address on the side,
so they can get more information from the company. How should the information
be transferred that it goes directly into the MS CRM system and automatically
a contact is created? Are there any Tools? Is it possible that the
Information can be transferred to the SQL Database?

Thanks

Startside in MS CRM

Posted: 11 Jan 2005 08:57 AM PST

Each user can select which section(Workplace, Sales, Home Page,etc) is loaded
when they start CRM via the Options.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 11 Jan 2005 08:57:03 -0800, Robert <microsoft.com>
wrote:

Hi,

Is is possible to change the startside of MS CRM for different usergroups.
the arrangement of the side? and can the user himself adjust the startside as
he wants it?

Thanks

crm and outlook - popups

Posted: 11 Jan 2005 07:09 AM PST

Hi Jen:

This is an Outlook security message. Download the free programme
"ClickYes" to stop this happening.
http://www.contextmagic.com/express-clickyes/
Cheers
Cathy Allington

Frank Lee wrote: 
setting that 
Support 

Apply Rule

Posted: 11 Jan 2005 04:43 AM PST

Can you me more specific, please?

I have a client that wants know how can deactivat a rule for some accounts.
The idea is: he apply a rule for one account and later e wants to deactivat.

"Matt Parks" wrote:
 

Windows authentication

Posted: 11 Jan 2005 04:01 AM PST

go to:
control panel => internet options => security tab,
choose the local intranet then click the custom level,
scroll down until you see user authentication (the last option), click
the "prompt for user name & password"

Sample Java Sales process needed

Posted: 11 Jan 2005 03:36 AM PST

Hi John,

Thanks very much for your help! I am definetely goign to test this. However,
where in this code do I enter my stages, e.g. 'Contact' , 'Proposal' etc etc.

I am not an expert here, so please bear with me...

This sales process is done using the salesstagecode field, right?

Thanks

Michiel

"John O'Donnell" wrote:
 

filtering records by custom criteria

Posted: 10 Jan 2005 10:59 PM PST

You should have the option from the Actions menu in Advanced Find to "Send
Direct E-mail". Is that not available to you? You can select all the records
on the current page, all records from current view, or just selected records,
and send an email template. (This is available from the web UI Advanced Fnd.
From the Sales For Outlook UI I believe you only have mail merge available.)
You can also Apply Rules manually from the same Actions menu.

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

"Lutz" wrote:
 

crystal report printing problem

Posted: 10 Jan 2005 01:45 PM PST

Well I re-published and did an IIS restart as well as a verify database
within the crystal tool. Unfortuanly for me, the outcome is still the same.
With any instance of the CFScreatedby within the report, I receive a 'Query
Engine Error' when the report attempts to open. Comment out the field name,
works like a charm.

Any other ideas?

TIA

"John O'Donnell" <com-nospam> wrote in
message news:%23CNORQE%phx.gbl... 
The 
exists 
needed 
tells 
It 
the 

Customizing Stage and Status Reason and other "Action" items

Posted: 10 Jan 2005 01:23 PM PST

The change stage action will only present the stages of the Sales Process
associated with the Oppy. Thus, by changing the Sales Process you change the
drop down.

The reasons in the "Close" opportunity form can be changed by editing the
Opportunity form. By default, the Status Reason field is on the Admin tab. If
you modify the values in this field, you can select the values based on the
various states. This modifies the Close Oppy picklists.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 10 Jan 2005 13:23:06 -0800, Kim <microsoft.com> wrote:

When an active opportunity is open and you choose the action menu, one of the
choices is to change the stage and another is to close an opportuinity.
However the picklist associated with these tasks are not what we need. How do
you modify these picklists? I know how to modify a picklist on items on the
default opportunities form. I know accounts and contacts, etc have "actions"
also that I may want to customize. I need to know where in the
customizations, I can alter the "actions" items schema, etc.
thansk in advance,
Kim

The basics of mail merge - quote.dot

Posted: 10 Jan 2005 12:45 PM PST

Tamar,

Using Quote form:
When in the outlook client you need access a created quote and open it, in
the menu you will need to select the "mail merge" option which will then take
you to the template screen (which you will need to place your quote) so you
can then insert the details into the quote.dot or your custom one.

Customizing quote form:
We hit our heads against a wall a lot attempting to customise the quote.dot.
Microsoft guy:
As I understand correctly, you want to insert text between the address and
the product listing, effectively creating a title screen, some corporate
information, and finally the product listing on the last page.

If that is correct, then the trick is to ensure that all your corporate text
is included in the MERGESEQ=1 block, since that indicates that the content
will only be produced once for the entire document. Alternatively you can
insert it in the MERGEFIELD=lastitem section, since that gets generated only
once when the last list item is produced.

He sent a revised quote to me. If you want it then just e-mail me:
com.au

Hope it helps
Nathan

"tamar" wrote: