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Microsoft CRM - Advance Find in Activities Histories

Microsoft CRM - Advance Find in Activities Histories

Advance Find in Activities Histories

Posted: 17 Feb 2005 10:07 AM PST

Hi Dave,

Thanks for your response. I kind of figured that was the case. It amazes me
that Microsoft has built so many search engines and they missed something so
basic as this in CRM. Will look into the c360 product and wait patiently for
CRM 2.0 (2005) when it comes.

Thanks again!!

"Dave Carr" wrote:
 

migration from ACT6.0 to MSCRM

Posted: 17 Feb 2005 08:15 AM PST

On 17 Feb 2005 08:15:04 -0800, "Alex" <com> wrote:
 

It depends on what you want to migrate. If you simply want the
contacts just export those from the ACT! Export option. If you want
activities, notes, opps then you need to do something else

BCM migration will work on some ACT 6 databases but not others - one
worked find, another hung after processing about 5% of the records.

Another option is to use Goldmine. You can download Goldmine trial
version and import the ACT! data into that making sure you use SQL
Server for the Goldmine database and then use DTS to extract the data
out of SQL into the CDF database. However, Goldmine does change the
data structure but this might be good enough

We are currently looking at Export Pro which exports ACT into Access.
See http://www.nwoods.com/ACT/exportpro.htm which at $279 is
relatively cheap.
 

Julian Sharp
Vigence for MS CRM in the UK

Mapping between Contracts and Account or Contact not functional

Posted: 17 Feb 2005 07:07 AM PST

On Thu, 17 Feb 2005 07:07:03 -0800, "Herman Greven" <Herman
microsoft.com> wrote:
 

Nothing gets mapped when a contract is created. Is suspect it is the
Select Template popup which causes this.

It is very annoying.....

Julian Sharp
Vigence for MS CRM in the UK

MicroSoft CRM Capability

Posted: 17 Feb 2005 03:24 AM PST

On Fri, 18 Feb 2005 00:32:42 +0000, Julian Sharp
<sharpuk.f9.co.uk> wrote:
 

I meant PostURL...

 

Julian Sharp
Vigence for MS CRM in the UK

New Callout Model in V2.0 - Feedback Requested

Posted: 16 Feb 2005 09:39 PM PST

On Thu, 17 Feb 2005 14:40:56 -0600, Matt Parks
<com> wrote:
 

Matt,

You can do an async postcallout by simply running your processing in a
separate thread i.e. in the postcallout start a new thread and do the
processing in that - the UI is not held up this way. This is useful if
the processing is relatively simple and the overhead of using a queue
would be overkill.

However, there are times when I want the postcallout to be part of the
transaction. The example I have is in quote/order detail where I pull
back details from the selected product into the quote/order detail e.g
cost price and calculate margin - the users expect to see this on the
refresh. Perhaps doing this processing in a pre-callout but
effectively still have the same problem in performance as just moving
where the custom processing happens

Julian Sharp
Vigence for MS CRM in the UK

Publish completed with errors, CRM failed

Posted: 16 Feb 2005 08:59 PM PST

Hi,
Thankyou for response. I have mentioned the eventlog error below.

The error details as seen on the event viewer are as follows:-

Event ID: 0
Source:DMSNAPIN
Description:

ProcessImportWorkItem Error : The network path was not found.
, StackTrace : at System.IO.__Error.WinIOError(Int32 errorCode,
String str)
at System.IO.File.InternalCopy(String sourceFileName, String
destFileName, Boolean overwrite)
at
Microsoft.Crm.Tools.ImportExportXml.XmlCustomizati on.ProcessImportWorkIt
em(Object status)

Thank you
Ravi Chander

"Peter Lynch" <com.SPAMFREE> wrote in message
news:e##phx.gbl...
Please post relevant event details from the CRM server Application log, so
we can help you
"ravichander" <apexcovantage.com> wrote in message
news:%23%phx.gbl...
Hi,

I have CRM 1.2 server and Database server installed in one system. All
these Days I used to add one or more attributes to CRM using deployment
manager. Now I have requirements for adding few more attributes, hence i
have added few more attributes and trying to do publish customization. I
have select Lead and then seleted target CRM server and said next then it
says "Publish completed with errors,see event log, -> CRM failed" and then
CRM site gets stopped.

anybody body help is highly appreciated .

Thanks in advance

Ravi Chander

What do you use for monitoring & backup for CRM?

Posted: 16 Feb 2005 06:45 AM PST

A few other comments...

First of all, unless you have a second data center that is completely integrated
with your infrastrucutre, you will never get even close to 5 9's. You need an
extremely expensive infrastructure to hit this.

One important item the other 2 forgot to mention is to make sure you are backing
up your AD catalog. The DB backups are almomst worthless from a recovery
standpoint without the AD backups.

If you have your DB's configured for Full recovery, you need to ensure that you
are also running Log backups. Otherwise, your log files will continue to grow.
They do not reclaim their space when Full backups are done.

The DB server is your biggest point of failure. If you are truly concerned
about recovery in the event of a failure of the machine, you need to basically
have a pretty solid plan in place. I've heard of a few different approaches to
this:

1) Have a second server that is the same config that is basically turned off.
In the event of a failure, the backup server can be swapped into place, restore
and go. Key is for the server to have the same machine name as the original.
You could also explore the ability to swap the drives in the RAID from one to
the other, but not sure how well that works.

2) Simlar to the first approach, but a key difference is the use of a SAN device
to house the database files. This eliminate the need to do a restore after
swapping out the chassis.

If you are not using SFO, then you can also "choose" to disable replication and
then implement a clustered DB. The issue with "support" on a clustered DB is
related to the offline synch process with SFO.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 16 Feb 2005 06:45:05 -0800, Dave McGuire
<com> wrote:

Question to everyone:

i know that when your CRM setup is in a development or demo environment
there's not much backup or monitoring going on. But, what do you use when
it's in a production environment?

How do you make sure it approaches "five nines" availability? Do you use
service monitoring or just plain old SNMP traps? How do you back it up? _DO_
you back it up?

I'd be interested in your comments and replies. I think it'd be an
interesting thread.

I'll start:
If I ran the network, I'd probably use WhatsUp FT from Ipswitch to do the
monitoring, and Backup Exec with addons to do the backup.
Since I don't run my network, the current setup is "no monitoring, backup
every so often" using a program I've never heard of.

Crystal report file locations

Posted: 14 Feb 2005 05:31 PM PST

Thanks John, I will look for the tool.

"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 
have 
the 
report 

Custom fields appear in deployment manager but not in database

Posted: 14 Feb 2005 04:09 AM PST

On Wed, 16 Feb 2005 00:16:39 -0800, "John O'Donnell"
<com-nospam> wrote:

Yes and it's still inconsistent and still broken.