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Microsoft CRM - Sales for Outlook through VPN connection

Microsoft CRM - Sales for Outlook through VPN connection

Sales for Outlook through VPN connection

Posted: 11 Feb 2005 08:57 AM PST

"Dave" <com> wrote in message news:<164f01c5105a$c5d15aa0$gbl>... 

Hi Dave,

We are using it through a MS VPN without any problems and with very
good response time. Can you tell me which VPN you are using and what
do you mean by Outlook crashes.

Regards,

2-way integration using callouts

Posted: 11 Feb 2005 05:29 AM PST

They may just be ignoring all updates made by the Integration User.

Matt Parks
MVP - Microsoft CRM

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On Fri, 11 Feb 2005 10:36:05 -0600, "Jake Horn"
<com> wrote:

The Great Plains integration uses a user that gets bypassed.


"Nick Doyle" <spam.me.synalis.de> wrote in message
news:com... 

Redirect Help, Customise Sales Sections, Mail Merges

Posted: 11 Feb 2005 05:25 AM PST

see below...

Matt Parks
MVP - Microsoft CRM

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On Fri, 11 Feb 2005 08:37:09 -0800, LadyUK <microsoft.com>
wrote:

Thanks for the answers... I have edited some of the xml - any chance of
disabling the help button all together? 

re question 3 and citrix
The users have office - but not an individual machine - is this possible? 

Problems with add new field

Posted: 11 Feb 2005 04:01 AM PST

Hi

I want add new field to the opportunityproduct object but I get the follow
Error in the Eventlog.

dmLog: Failed to grant access to the regenerated view OpportunityProduct
after inserting new attribute 'attributename'

Source: DMSAPIN

I'm login as local administrator with crmroll 'systemadmin'.

Note, in other object's I can add new fields.

Why I get these Error and how can I solve it?


thanks Harald

What is a "large" database?

Posted: 11 Feb 2005 02:41 AM PST

You shouldn't have a problem at all as long as you do a few things to ensure
performance.

We currently have an in production implementation of MSCRM that has about
2,500,000 account records in it. It performs fine. The keys are limiting
the "All Accounts" type views and having a big SQL Server.

For this system the SQL Server is a 4 way with 16 gigs of ram and raid 10
HD. It is absolutely a beast.

We are not, and will not attempt to use offline functionlity or SFO so the
replication engine has been turned off.

You also should go and put filters on your reports so they do not pull back
all records, you could also remove reports completely and replace it with
SQL Reporting Services that you built custom.


"Tony T" <Tony microsoft.com> wrote in message
news:com... 

CRM 2005 (v2) Delayed

Posted: 10 Feb 2005 08:00 PM PST

You can always get the latest news on www.mscrmexperts.com

Look to the right and you will see the MSCRM news section with the most up
to date news.

"daniel" <invalidemail> wrote in message
news:e6v7m4%phx.gbl... 

Multiple CRMs in one domain

Posted: 10 Feb 2005 05:35 PM PST

I would push back on this if you can. While the app itself can exist with
multiple installs, features like the Exchange Router need to be on a dedicated
Excahnge server. So, the same Exchange server can't route inbound email to
multiple installations of CRM. It can work for outbound email though.

Also, each install will require it's on SQL Server if you plan on using the SFO
client. The replication configuration won't work properly with multiple
installs o nthe same SQL box.

The business concern though here is larger. Are there users that might
have/need access toboth systems? What about the data? Are there common
customer records between the divisions?

They may be able to address their needs with a properly setup single install
with BU's and security.

Matt Parks
MVP - Microsoft CRM

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On Thu, 10 Feb 2005 19:35:34 -0600, Benjamin Zachary <com.spam>
wrote:

I have a customer who is currently evaluating MS-CRM in one of their
divisions (10 users). However another division has decided to roll it out
but they are all in the same domain. Obviously I have several concerns with
the amount of AD integration, Exchange Connector etc.

Any documentation supporting this or has anyone tried it? If I have to I
can make the one division either purchase it and move ahead of schedule or
remove theirs completely. Just weighing my options.

Thx

Rename OU??

Posted: 10 Feb 2005 04:47 PM PST

Hi

It is actually not that difficult, I have changed the license key times
before. Just write an email to com and ask for help to change
it.

You could use the redeployment tool so you dont have to set it all up again
and reuse the data you have in the system

/Jakob

"Ronald Lemmen" wrote:
 

Changing the lead Primary Key?

Posted: 10 Feb 2005 01:57 PM PST

Hi Matt

Thanks for your help.

The problem is, I can customize everything but the primary key, which I
cannot remove. The primary key for a lead is the Name, displayed as Last,
First. Thats however not really relevant for us as we deal with companies
specifically.

Any ideas on how to change this?

"Matt Parks" wrote:
 

Picklist copying

Posted: 10 Feb 2005 01:43 PM PST

With the current architecture, there is no way to share the picklists. Whether
or not this will be in CRM 2005 is unknown at this time.

Matt Parks
MVP - Microsoft CRM

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On Fri, 11 Feb 2005 06:59:07 -0800, "mkatsev"
<microsoft.com> wrote:

Matt! Are you 'confirming' that there is currently now official way to reuse
picklists in CRM 1.2?
Can we expect it CRM 2005 when Microsoft (my assumption) will itroduce
ability to create 'foreign' to CRM objects and many-to-many relations?
"Matt Parks" wrote:
 

limits the visibility of the records

Posted: 10 Feb 2005 07:17 AM PST

Hi,

Here is one example of how you could set this up:
* Create a role called "Manager" (or modify/copy a built-in role)
* For the objects on which managers should be able to view and modify
everything, give them "Organization" level access.
* Create a role called "Senior Sales Manager" (or modify/copy a built-in
role)
* For the objects on which senior sales managers should have the access you
describe, give them "User" level access (this will also apply to teams).
* Create a new Sales Person role, or modify/copy the built-in one.
* Create the same settings for the sales person role as you did for the
senior sales manager role. The difference will be that the sales persons
should not be members of the teams the sales managers are.

In order for the senior sales managers to gain access through teams, you can
share the relevant objects to the team(s).

As others have mentioned, you will need to ensure that no Sales Persons are
on the Senior Sales Manager teams and ensure no cross-team membership for
Senior Sales Manager teams.

If you can arrange it so that each team is its own BU, here is a way that
allows easier management:
* Do everything the same as above, except give the "Senior Sales Manager"
role "Business Unit" level access for the relevant objects.

--
Jay Grewal
Microsoft Business Solutions CRM

This posting is provided "AS IS" with no warranties, and confers no rights.

"Roeylee" <microsoft.com> wrote in message
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