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Microsoft CRM - Lotus Notes and MS SBS+CRM

Microsoft CRM - Lotus Notes and MS SBS+CRM

Lotus Notes and MS SBS+CRM

Posted: 16 Feb 2005 12:49 AM PST

Hello !

Here is an article about a Notes connector for Microsoft CRM

http://www.webpronews.com/enterprise/crmanderp/wpn-15-20050214MicrosoftCRMIntegrationwithLotusDominoEmai lServer.html

Enjoy !



"Olav" <microsoft.com> a écrit dans le message de
news:com... 
for 

My Homepage and Emails

Posted: 15 Feb 2005 05:45 PM PST

On 15 Feb 2005 17:45:31 -0800, "Biyoojok" <com> wrote:
 

Open MSCRM and from the menu select Tools and Options

Select the Workplace tab and change Workplace Style to Sales User

Exit and start CRM and change to the Workplace and you will see two
additional queues under My Work i.e. E-Mail and Draft E-Mail

Select E-mail. You will see the 53 messages

Check the box on the grid bar next to Title and select Actions and
Delete

This will delete the emails from the E-mail queue but will not
actually delete the email records



Julian Sharp
Vigence for MS CRM in the UK

Conflict with McAfee

Posted: 15 Feb 2005 01:31 PM PST

saw this reponse on the other group

Hi~

There is a setting with this release of McAfee Enterprise Edition 8.0 that
prevents Outlook from launching items from the TEMP directory. When
clicking on the MSCRM folders in the SFO Client, the client will produce
the '/' Application Error referencing the Machine.Config file. The
resolution is listed below.

RESOLUTION

1. Right Click Virus Scan in the Taskbar
2. Virus Console.
3. Double Click Access Protection
4. Select File, Share, and Folder Protection.
5. Deselect > Prevent Outlook from Launching anything from the TEMP folder.

In addition, the Rules at the Server AV may need to be changed so they
don't republish the rules to workstations.

We should have a KB article out on this shortly.

Regtards,
Shawn Nulph | Microsoft CRM | Microsoft Business Solutions

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2003 Microsoft Corporation. All rights
reserved.

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


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

Minimum hardware requirements

Posted: 15 Feb 2005 10:12 AM PST

I run my demos with Virtual PC running on a Notebook running a 1.6GHz Centrino
with 1 GB RAM. The VPC has SBS on it and has only about 380MB RAM Allocated to
it. I keep my server VHD on an external hard drivve and my demos run fine.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 15 Feb 2005 12:12:23 -0600, "Jimmy Stewart"
<com> wrote:

We are getting ready to roll-out the CRM package for demo to our clients.
However, my employer does not seem to want to spring for a dual Xeon system
to deploy this on.

So my question is: what is the absolute minimum machine I can use?

I have several 2+GHz Pentium 4 machines all with a good amount of RAM. Our
web server (probably the best) is a 2.4GHz P4 with 4GB. It also supports our
SQL server and a few web applications as well as several websites.

I'm trying to get a good handle on this before it all blows-up.

Thanks

Converting Accounts -> Leads

Posted: 15 Feb 2005 05:35 AM PST

Thanks for your help, that is exactly what I ended up doing. Fortunately,
none of the contacts had any info in them, just the associates accounts, so I
was able to export the contacts and then split the name field to two field
for the import to the leads.

"Jakob Benediktson" wrote:
 

See Date and Time in Activities

Posted: 15 Feb 2005 02:25 AM PST

Thank you!

"Jakob Benediktson" wrote:
 

Quotenumber migration problem -Bug or Feature?

Posted: 15 Feb 2005 01:25 AM PST

Lars,

The field in the cdf that links the tables is QuoteId, not QuoteNumber, my
mistake, sorry! QuoteId is the link to cdf_QuoteDetail, cdf_Quote_ext &
cdf_Quote_info.

Which brings us back to your original question ... why is QuoteNumber
required if it's overwritten in the migration anyway? I've found a few
funnies in the migration tool, so I guess we can put it down as another
feature. Still, hopefully a custom field can provide the info you need to
migrate.

Sorry for the confusion!
Richie

"Lars" wrote:
 

Callout on Quotedetail

Posted: 14 Feb 2005 10:43 PM PST

On Mon, 14 Feb 2005 22:43:02 -0800, "Alphonse"
<microsoft.com> wrote:
 

Whe you open (i.e just view it on screen) a quote MSCRM recalculates
and updates the details on quote and quote detail so your Post Callout
will trap these as well as updates to individial quote detail records

Whe you update a quote MSCRM recalculates that record for price,
discounts etc and updates it so in effect you will be trapping two
postcallout updates, one from the user and one from MSCRM's internal
update

Nasty surprise isn't it!

You can code around this by checking the XML attributes and only doing
your work for the user update depending on what you are doing

PS This also applies to salesorderdetail

Julian Sharp
Vigence for MS CRM in the UK

Test Data Removal

Posted: 14 Feb 2005 05:34 PM PST

Thanks Brad.

"Brad Sprigg" <com.au> wrote in message
news:googlegroups.com... 

activity screen hangs

Posted: 14 Feb 2005 01:45 PM PST

That happened in our Internal Implementation...

In our case we just changed the IP Setting of the Client machine (the one
that hangs) to have a Static IP rather than the Automatic setting...

Try checking also the connectivity :)

Hope this helps...

"AW" wrote:
 

How to increase opportunity qualification

Posted: 14 Feb 2005 12:01 PM PST

Rafael,

You can add in more option from the setting | system customisation |
Oppotunity Customisation screen. You can edit and add new values from the
values tab on the drop-down list field properties, which you get to from the
change properties option when the drop down is selected.

Padraig McIntyre
BusinessCape.

"Rafael Diaz" wrote:
 

Error 401 sending emails

Posted: 14 Feb 2005 10:19 AM PST

Hi LLB ...

I only have one question ...what level of permissions shoul have the
Microsoft CRM Exchange Que Service in the exchange server ???

Tnks for your help ..

BR
Karolina



"LLB" wrote:
 

reinstalling crm on a different box

Posted: 14 Feb 2005 06:51 AM PST

not yet. I haven't done anything....I just want to make
sure that I can use a completely different box to server
as my crm server and still be able to point it to the
existing databases during the new install. Do you have
any recommendations or suggestions for doing this?

Thanks,
Jen

 
have 
hosting 
point 
foresee 

Goldmine Activities Conversion and Times

Posted: 11 Feb 2005 11:37 AM PST

Hi Jim,

Honestly I can't give you a comparison as I have only had minimal experience
with Goldmine and it has only been during this conversion. From what I know
of our clients requirements, they too want the integration with Great Plains.
CRM offers the three-way type of integration (Sales, Support and Great
Plains) they are seeking plus the ease of a familiar front-end of Outlook for
their sales staff, offering a minumal learning curve.

I wish I could give you any more information, but I hope someone else
responds to this thread in more detail for you.

Shauna
"Goldmine in comparison to CRM" wrote: