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Microsoft CRM - Workflow manager, User manager in Deployment Manager

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Microsoft CRM - Workflow manager, User manager in Deployment Manager

Workflow manager, User manager in Deployment Manager

Posted: 14 Jan 2005 06:47 AM PST

thanks Datapac...where should i check for this?


"Datapac" wrote:
 

Some CRM interface features are broken

Posted: 13 Jan 2005 05:32 PM PST

Hi, I have the same problem. I am on XP sp2 and I have installed both XP SP2
patches (Server and client). The navigation problem was solved by this, but
I still have a problem with the menus and popup windows. Parts of the menus
are not being shown (although they are there) and fixed size popup windows
(like import leads etc) are too small, so that I don't have a next button
shown to click on (which is rather difficult when it states : click next to
continue). Any ideas what this may still come from ?

"John O'Donnell" wrote:
 

Test and Production Install on same server

Posted: 13 Jan 2005 03:45 PM PST

As long as youhad a license to spare, then you could do this.

Matt Parks
MVP - Microsoft CRM

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On Thu, 13 Jan 2005 16:41:05 -0800, Rick DeLello <Rick
microsoft.com> wrote:

Matt/John,

Thanks for the info.

Since this won't work with just one server, Let me ask this from a different
direction. Let us assume that we have only one install in place. Would
their be a way for us to set up what I might call "dummy" users in CRM that
could be used for demo purposes?

We could allocate a small batch of records that are unrelated to our
internal CRM data and in essence create a "group" of records and a couple of
"users" that we use simply for demos.

In the end, all I am hoping to accomplish is to have a way for our
salespeople and consultants to be able to show customers Microsoft CRM
through a standard web browser.

"Matt Parks" wrote:
 

MSDE Installation Fails with SFO

Posted: 13 Jan 2005 12:17 PM PST

Yes. I had it installed on this machine but could not get "offline" to work.
Read other post, tried suggestions, last resort was to reinstall SFO. I
removed SQL2000 MSDE using "Add / Remove" programs, deleted the database and
removed registry entries for SQL. Is there something still hanging around
that needs to be removed before re-installing?

Thanks
REG


"John O'Donnell" wrote:
 

Private Activity

Posted: 13 Jan 2005 08:29 AM PST

Doesn't in this case, the MakePrivate method of the CRMActivity Class, works
?

Does it not really prevent others to manipulate the object ?
For example a manager who have normally access to his collegues'
activities...

Alec


"John O'Donnell" <com-nospam> a écrit dans
le message de news:%23h38x5c%phx.gbl... 

Role / Privilege doubt

Posted: 13 Jan 2005 08:25 AM PST

if matt is correct you will need to get a utility from MBS support to update
your records based on your current security roles

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Matt Parks" <com> wrote in message
news:com... 
after the 

Customize Activities

Posted: 13 Jan 2005 08:13 AM PST

seems like a design flaw not to have these as picklists. Hopfully MS will
change it in the next release

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Paul McBride" <net> wrote in message
news:OkGJXrY%phx.gbl... 

SFO causes High CPU utilization on SQL server

Posted: 13 Jan 2005 07:41 AM PST

John,

I actually found the patches last night, and I have applied. This time it
completed, but it still seemed to take quite a while for the entire synch
process...at least it's working now.

Thank you!

"John O'Donnell" wrote:
 

Modifying Domain Logon name

Posted: 13 Jan 2005 07:23 AM PST

If it's just changing the domain prefix, you can do this directly in the
SystemUserBase table. You will find you won't be able to add the domain
prefixed user as the platform determines the user already existis in the table,
but you can't remove it. Kind of a Catch-22.

Matt Parks
MVP - Microsoft CRM

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On Thu, 13 Jan 2005 08:19:01 -0800, idtpes <microsoft.com>
wrote:

Forgot to mention: "Invalid update" followed the XML platform error"

"idtpes" wrote:
 

Licences mixing

Posted: 13 Jan 2005 04:25 AM PST

Just a note: You can't mix standard licenses with professional licenses, so
whichever level you buy for one set of users, you will have to buy for all
the users.

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


"Alexandra" wrote:
 

Access to CRM reports not via CRM

Posted: 13 Jan 2005 03:19 AM PST

In addition ot the licensing issue, you need to understand how the report engine
works. One of the key features of the Crystal report interface wtih MSCRM is
that the users security is enforced interms of which records are returned. A
user that is not defined to MSCRM has not security context, so by default, has
no access to any data in the system.

The only option to provide "online" reports to non-CRM users is to build your
own that go directly at the underlying tables.

Matt Parks
MVP - Microsoft CRM

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On 13 Jan 2005 03:19:46 -0800, "Andrey Ptashinskiy" <ru> wrote:

Hi All!
Is there any way to see CRM reports without using CRM interface?
It's useful in case when you need just to see reports without buying
licences for CRM.
For example, some boss does not work with CRM modules Sales or Customer
Service and just wants to see reports related to it. It's not a good
idea to buy Suite Licence only for viewing reports.
May be some other type of licences? Crystal Report?
Thanx for advance.

Change Date Format Within E-mail

Posted: 12 Jan 2005 08:24 PM PST

1. Workflow: Post URL to a Web Service

2. SDK..

Good luck.


Frank Lee
Workopia, Inc.
http://www.workopia.com/Links.htm
San Francisco, CA



"Jeff Battley" wrote:
 

Dates

Posted: 12 Jan 2005 03:11 PM PST

You could try something like:

DATEADD(hh, DATEDIFF(HH, GETUTCDATE(), GETDATE()), estimatedclosedate)

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

Unsupported but working: CR w/external ODBC

Posted: 12 Jan 2005 01:26 PM PST

It uses the same methods as CRM does by default (ODBC) -- but the problem is
a licensing issue. In order to use CR's ODBC connectivity you must have a
licensed version of CR outside of the OEM CR that comes with CRM.

There should be no issue as long as you own CR.





"Frank Lee" <microsoft.com> wrote in message
news:com... 

New Version Release

Posted: 12 Jan 2005 01:03 PM PST

If this Beta is done like the previous ones, it will be a controlled group of
poeple that have access to the program. There hasn't been any official
announcements yet and the Alpha is nearing completion.

Matt Parks
MVP - Microsoft CRM

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On Thu, 13 Jan 2005 14:32:54 +1100, "daniel" <invalidemail> wrote:

From my understanding the beta will not be public and is currently expected
end of Jan / early Feb.

"John O'Donnell" <com-nospam> wrote in
message news:OQ0ZPtO%phx.gbl... 

Changed System Admin Role Privileges Now Get Role Errors

Posted: 12 Jan 2005 11:25 AM PST

Just like John said, contact MBS CRM Support to handle properly

or if you have a roll back image...

Good luck.

Frank Lee
Workopia, Inc.
http://www.workopia.com/Links.htm
San Francisco, CA

"John O'Donnell" wrote:
 

CRM 1.2 Massmail Problems with the Subject Line of Microsoft CRM E

Posted: 12 Jan 2005 09:37 AM PST

https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;en-us;862526

Matt Parks
MVP - Microsoft CRM

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On Thu, 13 Jan 2005 05:37:03 -0800, "Alwin" <microsoft.com>
wrote:

Can you give me the link to this tech artikle, because I found nothing. Thanks
Alwin

"Matt Parks" wrote:
 

I can't access to Workflow Manager

Posted: 12 Jan 2005 08:28 AM PST

Hey ... I already can access Workflow Manager !!

I have to change security properties in IIS ... I selected Basic
Authentication and Integrated Windows Authentication .. click Edit and
typed the DNS local .. and that's it ...

I already verify if users can access the Web CRM Interface and they can do
it ... i'm so happy !!

BR and tnks for your help :D

Karolina Balderas

Unable to import contacts from Outlook

Posted: 12 Jan 2005 05:07 AM PST

yes it's a pc with windows xp sp2, any issues concerning this besides the
update for SFO SP2 ?

"John O'Donnell" <com-nospam> skrev i en
meddelelse news:uttUZaO%phx.gbl... 

Automatic email of reports

Posted: 12 Jan 2005 02:38 AM PST

via Crystal Reports, not an option with current out of box version v1.2.

You can try externally controlling it via SDK approach.

Good luck.


Frank Lee
Workopia, Inc.
http://www.workopia.com/Links.htm
San Francisco, CA

"Parasuraman" wrote:
 

CRM 1.2 Basic Authentication with SSL

Posted: 12 Jan 2005 12:30 AM PST

OK, when I hear adpater I usually think BizTalk.

My guess is that you are running into a problem with SSL not negotiating the
handshake properly when it comes to your calls. I haven't tried to run SDK
calls over SSL before, but your code will basically establish it's own
connection with the server. It may be having trouble negotiaing the SSL
handshake.

Is there anyway to configure it so that your code can bypass SSL? Maybe by
using localhost instead of the machine name? Or try configuring the
MSCRMServices directory to not require encryption?

Matt Parks
MVP - Microsoft CRM

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On Thu, 13 Jan 2005 08:02:40 -0500, "tarastaras" <ua> wrote:

G+ Adapter is ASP.NET sub application which located in Virtual Folder under
Microsoft CRM 1.2 Web Site in IIS.
This application is integrated in the main MS CRM frame using
customization (isv.config, etc).
We are using relative links to access some MS CRM Web pages (like Phone
Call activities)…

Best Regards
Taras,
e-mail: com

Retrieve the current userid

Posted: 11 Jan 2005 11:35 PM PST

As long s you defined the security of the virtual directory properly, the
default credentials should get set to the current user.

Verify that the virtual directory has the same securty & AppPool settings as the
main crm root directory.

Matt Parks
MVP - Microsoft CRM

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On 13 Jan 2005 02:17:19 -0800, com wrote:

I've read the SDK. I used the
System.Net.CredentialCache.DefaultCredentials.
It was worked but only for administrator. The other user that doesn't
have administrator role in the server machine (but have the right role
in the CRM), cannot access it.

regards,
Alphonsus Eka

Support www.MSCRM-ADDONS.COM wrote: 
the