Microsoft CRM - Printing Custom reports through MSCRM |
- Printing Custom reports through MSCRM
- No Account records are available in this view when I go offline
- Owner assignment problem
- Exchange Connector - do I need it?
- CRM and SharePoint Integration
- eResources --> Get Directions in Canada
- Sync Phone Calls
- Acces denied when trying to access offline data after synchro
- Creating CRM Users
- drop down boxes
- Connecting to CRM Web Client via Wireless
- URGENT: Manualy exporting customization
- CRM 1.2 Redeployment problems with Step 5, mapping users
- Invalid User Rights error
Printing Custom reports through MSCRM Posted: 21 Feb 2005 06:33 PM PST John, That seems to be the problem. How do I fix it? Thanks! Pekka "John O'Donnell" wrote: |
No Account records are available in this view when I go offline Posted: 21 Feb 2005 05:05 PM PST John, I did that and now i'm not able to go offline, i'm getting Error : An unknow error has occured. Retry....i did retry but it's not working "John O'Donnell" wrote: |
Posted: 21 Feb 2005 03:13 PM PST Yeah, I forgot about the security descriptor until after I thought about the situation some more. I'm just upset that we came in yesterday morning to hundreds of opportunities that were reassigned as a result of other users making simple contact record updates. So, now I'm working on building a Scribe DTS that will use the same logging table that the sp was using. Since Scribe uses the CRM API, there should be no issue, right? "Matt Parks" <com> wrote in message news:com... |
Exchange Connector - do I need it? Posted: 21 Feb 2005 02:13 PM PST The mail doesn't go through the same mechanism when sending through CRM, it actually ends up going out through the CRM APIs as opposed to through Exchange. There are ways to solve your issue if you want it to work as you spoke, but they require development to get it done. Jake "BradC" <com> wrote in message news:phx.gbl... |
CRM and SharePoint Integration Posted: 21 Feb 2005 09:59 AM PST Dear Shauna, Our company developed such Component. I allows to bind any CRM Module to WSS Sites. Most common mode of work is when User creates new opportunity for example, system creates new WSS site in predefined template. Additionally, there is a webpart that shows all created WSS Sites and some additional info. Please let me know if you are interested in additional information. Regards, Mickey co.il "Shauna Koppang" wrote: |
eResources --> Get Directions in Canada Posted: 21 Feb 2005 08:15 AM PST i have been told by microsoft that the eresources stuff is extensible meaning you should be able to add your own for canada etc however as yet i have not had the time to investigate a way to do that. -- John O'Donnell Microsoft CRM MVP http://www.mscrmfaq.us "Alan Whitehouse" <ca> wrote in message news:%phx.gbl... |
Posted: 21 Feb 2005 07:09 AM PST only task and appointment activities get syned over to the outlook client as of course outlook only supports these types. This is a pain of course but make sure your users do not just keep using these types of activities. If someone needs a popup reminder to appear that they of course need to use tasks and appointments but for everything else they should use the appropriate crm activity type -- John O'Donnell Microsoft CRM MVP http://www.mscrmfaq.us "robm" <microsoft.com> wrote in message news:com... In date, |
Acces denied when trying to access offline data after synchro Posted: 21 Feb 2005 06:37 AM PST looks like you and i suffering from the same problem. have you had any luck trying to get any info on it? for me....did everything from installation to sync'ing via a vpn connection. but as soon as you go offline and disconnect and run locally, access denied msgs on every crm folder. now in the process of first sync...so have another 8hrs to go to complete. "Richard Fortin" wrote: |
Posted: 21 Feb 2005 04:22 AM PST HI, Thanks for your response. No there are no strange characters, the two names are John Phillips and Steve McDonagh. These two users have been added to our pilot CRM system, which is independent of this live version, with out any problems. Cheers Ben |
Posted: 20 Feb 2005 05:09 PM PST I would think that with 200 values, users will pretty much always fail to use this drop down correctly. It's just too many things to sort through. Have you asked the customer if their might not be a simpler model? This has "user adoption problem" written all over it. -- Alex Simons Director of Program Management Microsoft CRM ------------------------- This posting is provided "AS IS" with no warranties, and confers no rights. Use of included script samples are subject to the terms specified at http://www.microsoft.com/info/cpyright.htm "Gill" <com.au> wrote in message news:com... |
Connecting to CRM Web Client via Wireless Posted: 19 Feb 2005 07:24 PM PST The only thing I would check is that you get anywhere on the vpn over the wireless? We did wireless stuff about a year ago and it was so latent that we couldnt hold up solid vpn or ssl type connections. Im wondering if your problem is similar. The vpn may be active but if you are dropping too many packets it will not work. "Roger" <com> wrote in news:phx.gbl: |
URGENT: Manualy exporting customization Posted: 19 Feb 2005 02:17 AM PST I had a similar issue happen to me two different times. The first time I found under iis6 the crmservice app pool was running on a domain acct instead of network service account. This resulted in several issues. The other was actually a problem with Crystal but it kept kicking the Security Service off. After resolving the crystal issue the security service functioned. |
CRM 1.2 Redeployment problems with Step 5, mapping users Posted: 18 Feb 2005 01:24 PM PST Yes, I have the same number of users.....when it says "same number of users", are we talking about same number of CRM users or same number of users in active directory? In the redeployment steps I had to map users and I made sure I mapped every users that the redeployment tool said I had to map to, making this a one- to-one corresondence or mapping users from the old system into the new system. I am thinking there might have been some type of tweak that they might have done with the permissions of the CRM users created in the sample database...I am using this sample database to practice this tool prior to using the real production data to reploy. Also, if I were to copy over exactly the same domain (with the same domain controller name), same user names, exact same SQL databases, I am wondering if you need a redeployment tool at all? Has anybody tried this? available as you had in must be at-least 13 but OU, the call statementin crystal into In for from in issue |
Posted: 17 Feb 2005 01:59 PM PST Well, you could try looking in AD at the users to see if they are still showing as having memberhip in the AD groups associated with the roles. It's possible something got out of synch between AD & SQL. On the flipside, you could also verify that they are given AD group membership when you assign them to a role. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Mon, 21 Feb 2005 15:17:04 -0800, Jim Walsh <microsoft.com> wrote: Hey Mark, Yes, I have tried that. I removed their roles and added them back. I even changed their roles a bit too, and it does not seem to make a difference. The same error comes up. We have not changed the Business Unit either. It has been the same one since the install. Actually, if I remove all roles from a user, I get a different error message too. It definitely seems to know the identity of the user within CRM and on the Domain. Are you maybe suggesting to create a new BU and add the users with new roles to see if that makes a difference?? Could it be a SQL permissions issue? I've re-checked the permissions granted according to the crm installation guide, and all is the way it should be. I'm just not sure how to troubleshoot this. Here is the error I get in event veiwer when it occurs: MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: <description>Invalid user id.</description><file>d:\crm\build\3297\src\platform\c rmcache\cachemain.cpp</file><line>355</line> Error Message: Invalid user id. Error Details: Details on this error have not been provided by the platform. Source File: d:\crm\build\3297\src\platform\crmcache\cachemain. cpp Line Number: 355 Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.Htt pApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionS tep step, Boolean& completedSynchronously) For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. The microsoft link does not give any info on it -- typical. Thx, Jim "Matt Parks" wrote: |
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