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Microsoft CRM - Hardware requirements for Medium deployment

Microsoft CRM - Hardware requirements for Medium deployment

Hardware requirements for Medium deployment

Posted: 04 Mar 2005 06:59 AM PST

Thanks Matt

we'll go with 3 and if the question comes up in the exam I'll just flip a
coin <g>

Simon

"Simon Thomas" wrote:
 

CRM server login

Posted: 04 Mar 2005 06:18 AM PST

Ok, so that fixed the problem and I could now go to http://mycrmserver
and use crm without having to log in, but know I cannot go to the IP,
it asks me for user credentials. not sure what is going on

creating snapshot during development

Posted: 04 Mar 2005 02:53 AM PST

Depends on whether you are also making changes to Users, Roles and/or BU's.
Since all of those also impact AD, a restore could result in AD beign out of
sync with the database.

Matt Parks
MVP - Microsoft CRM

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On Fri, 4 Mar 2005 02:53:02 -0800, "HT" <microsoft.com> wrote:

Because of the annoying feature that I cannot remove unwanted fields, I want
to take 'snapshots' during development to create multiple undo's -- is it
enough just to backup database _metabase & _crm & simply restore them to undo
changes ?

HELP - UNINSTALL CRM SERVER

Posted: 04 Mar 2005 01:01 AM PST

What is your desired goal here? If you are removing CRM, than why would you
want to keep the router installed? If you re-install CRM later, you will still
need to re-install the router afterwards. And, depending on how complete your
unsinstall is, the SFO clients may need to be reinstalled as well.

Matt Parks
MVP - Microsoft CRM

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On Fri, 4 Mar 2005 01:03:02 -0800, "help" <microsoft.com>
wrote:

if i uninstall Microsoft CRM server, Will i must to uninstall Sales For
Outlook, or Exchange Email Router?

If i uninstall Microsoft CRM server only, Will i have some problems?

Thanks to reply

Mobile 1.2 Registration error

Posted: 03 Mar 2005 02:43 PM PST

1. active directory + exchange + sql on 1 box running sbs
crm on a win2k3 web edition

2. nslookup works fine

3. yup all started, rebooted server too

4. yes self ssl cert generated using selfssl.exe

5. just 1 ip

6. -

7. no host headers

"Shawn Dieken" wrote:
 

Deleting Custom Fields created in SQL Schema

Posted: 03 Mar 2005 01:57 PM PST

Hi Matt,

That is great news. Thanks everyone who got back to me, including you.
Shauna

"Matt Parks" wrote:
 

Workflow Hard Copy

Posted: 03 Mar 2005 11:19 AM PST

I like to export the rule and look at it with visual studio.net or
another XML editing tool, it makes it a little easier to follow and you
can get the steps out by clilck ing through elements instead of
scrolling through text.

Does CRM have a Microsoft Project like add-on?

Posted: 03 Mar 2005 11:11 AM PST

Bill,

We utilize SharePoint as a PM tool. It does not have all the wonderful
features of Project, but we found Project too cumbersome to jockey with
for managing projects ( though more complex and long term projects are
suited for Project 2003 in my opinion). We have integrated the PM tool
with MS CRM. The SharePoint tools utilizes some great web parts for
project and project task roll-up views ( ie - My Projects, My Project
Tasks, etc) as well as others for an overall nice UI.
We are looking to finish productizing this over the next month or two
and will be adding it to our Effective CRM Suite for MS CRM -
www.customereffective.com which includes two free downloads for the MS
CRM community.

Virtual Directory

Posted: 03 Mar 2005 09:21 AM PST

Have you published the port for the alternate website through your firewall?

Matt Parks
MVP - Microsoft CRM

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On Thu, 3 Mar 2005 09:25:04 -0800, "Hugo" <microsoft.com>
wrote:

Hi
I installed CRM not on default website, because I'm using like default
Sharepoint Portal. So I made one virtual directory to my CRM folder.
Internally in my company if I make http://crmweb, CRM works fine.
By internet using http://domain/crmweb it doesn't work, it says application
server error. My default website I access well with http://domain, and if I
make http:/domain/crm/teste.html, it works too.

Can somebody help me on this?

Thanks in advance,

Hugo

removing user license

Posted: 03 Mar 2005 08:37 AM PST

Dave,

You can do this directly in SQL if you want, but you need to be careful.

First, make a backup copy of hte SystemUserLicense table. Then, look at the
SystemUserBase table to get theSystemUserId for the affected users. You can
then delete the corresponding records for those SystemUserIds from
SystemUserLicense. not pretty, but it works.

Matt Parks
MVP - Microsoft CRM

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On Thu, 3 Mar 2005 08:37:03 -0800, "dave" <microsoft.com>
wrote:

I deleted the users object in active directory, yet their username and
license still shows up in CRM. Need to be able to reassign the license to
another user. When I try to remove it get "the selected object cannot be
found. Verify that the object exists in both the database and active
directory"

decreasing performance when SQL in mixed mode

Posted: 03 Mar 2005 08:23 AM PST

Changing between Windows Only & Mixed Mode shouldn't have any impact on your
performance. Have you been able to verify that it really is this setting that
is causing the problems, or was it just coincidence?

Matt Parks
MVP - Microsoft CRM

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On 3 Mar 2005 08:23:38 -0800, "Sanne" <com> wrote:

The installation guide of MS says that you should use as authentication
method Windows Only or Mixed Mode for SQL server. Only Windows only
would be safer.
Because of different reasons (a mailmerge Add_on and the server is
hosted at an ASP), we would like to set the authentication mode of the
SQL server to Mixed Mode.
The performance of the CRM server is going down dramatically when you
do that.

Anyone any idea how to solve this problem?

We have MS Crm 1.2, Small Business Server 2003, A dual Xeon with 2
Megabytes of Ram and I think 100 accounts in the database.

Adding a field on a new tab

Posted: 03 Mar 2005 05:55 AM PST

Hi Mattias,
I'm not sure why this isn't appearing in your advanced search, I can see all
my custom fields in advanced search. I have come across a problem where
custom fields were not appearing in Workflow manager but restarting the MS
CRM Workflow service resolved this.
Perhaps you need to run a full Publish and IISRESET or restart services?
Hope this helps,
Richie

"Kyhlan" wrote:
 

HELP ME!!!! - Run the Adventure Works Cycle Sample Data Import Wiz

Posted: 03 Mar 2005 05:27 AM PST

Make sure that the organization name is "Adventure Works Cycle" with
the correct spelling, also it is Case Sensitive, so take a look at your
org name, and make sure that it is not in all caps.

Hope it helps

Parameter report again

Posted: 03 Mar 2005 05:11 AM PST

Thanks, I got it to work now. There where some issue with the report so I
recreated it. Then I used the following code:

<%@ LANGUAGE="JScript"%>
<%
if(Request.QueryString("oType")=="1")
Response.Redirect("/reports/viewer/html/viewer.aspx?id=1425&promptex-Account="+Request.QueryString("oId"))
}
%>

Paal

"Sean Fullerton" wrote:
 

Domain Controller and Crm

Posted: 03 Mar 2005 05:05 AM PST

Becuase it is not supported. It works fine particullary when run on SBS 2003
Premium.

We have done it in our dev environments and have had no issues.

Sean
"Dheiny Alvarez" <microsoft.com> wrote in message
news:com... 

CRM Teams

Posted: 03 Mar 2005 04:09 AM PST

Thanks Lutz, did this work and if it did what did you do?

"Lutz" wrote:
 

URGENT - Problem Resolving Cases

Posted: 03 Mar 2005 02:03 AM PST

Thanks Sean, that generated a lot more information. I still have no idea
what's causing the problem but here are the debug details:

Microsoft CRM Platform Error Report:
Error Description:
A parse error was encountered in the XML

Error Details:
A SAX error occurred : 'Required white space was missing. ' at line 1,
column 59

Error Number:
0xC00CE509

Source File:
D:\CRM\Core\src\platform\include\OMCommon\CrmPrope rtyBagUtil.inl

Line Number:
352

Date: 03-03-2005 Time: 17:45:27 Type: Platform Error (2)

Server: crm
Query String:
/CS/cases/edit.aspxid={765A8003-57E5-4DE8-9541-F6243F96FB25}

Microsoft CRM Unhandled Error Details:
<description>A parse error was encountered in the
XML</description><details>A SAX error occurred : 'Required white space was
missing. ' at line 1, column
59</details><file>D:\CRM\Core\src\platform\include\OMC ommon\CrmPropertyBagUtil.inl</file><line>352</line>
Description: An unhandled exception occurred during the execution of the
current web request. Please review the stack trace for more information about
the error and where it originated in the code.

Exception Details: System.Runtime.InteropServices.COMException:
<description>A parse error was encountered in the XML</description><details>A
SAX error occurred : 'Required white space was missing. ' at line 1, column
59</details><file>D:\CRM\Core\src\platform\include\OMC ommon\CrmPropertyBagUtil.inl</file><line>352</line>

Source Error:

An unhandled exception was generated during the execution of the current web
request. Information regarding the origin and location of the exception can
be identified using the exception stack trace below.

Stack Trace:


[COMException (0xc00ce509): <description>A parse error was encountered in
the XML</description><details>A SAX error occurred : 'Required white space
was missing.
' at line 1, column
59</details><file>D:\CRM\Core\src\platform\include\OMC ommon\CrmPropertyBagUtil.inl</file><line>352</line>]
Microsoft.Crm.Platform.ComProxy.CRMIncidentClass.C lose(CUserAuth& Caller,
String ActivityXml, String PartiesXml, Int32 Status) +0
Microsoft.Crm.Application.Platform.Incident.Close( String activityXml,
String partyXml, Int32 status)
Microsoft.Crm.Web.CS.CaseDetailPage.Close(Object sender, DataEventArgs e)
+478
Microsoft.Crm.Application.Forms.DataEventProcessor .Raise(FormEventId
eventId, FormState state, User user, String objectId, String& data, Entity
entity) +188
Microsoft.Crm.Application.Forms.AppForm.RaiseDataE vent(FormEventId
eventId) +103
Microsoft.Crm.Application.Forms.EndUserForm.Execut e(Entity entity) +60
Microsoft.Crm.Application.Forms.CustomizableForm.E xecute(Entity entity) +24
Microsoft.Crm.Web.CS.CaseDetailPage.ConfigureForm( ) +271
Microsoft.Crm.Application.Controls.AppPage.OnLoad( EventArgs e) +130
System.Web.UI.Control.LoadRecursive() +35
System.Web.UI.Page.ProcessRequestMain() +731

Any ideas anyone?
Thanks,
Richie

"Sean Fullerton" wrote:
 

How to receive all incoming Mails in CRM

Posted: 03 Mar 2005 01:11 AM PST

In implementation guide there is a note:

Note: E-mail sent between users on the same Exchange 2000 or Exchange 2003
system (intranet e-mail) will be processed by the Router only if it is sent
from a Microsoft CRM client.

I guess such behavior was caused by mechanism used when saving message in
Exchange store. I suppose it differs for internal and external messages. Of
course you can use separate mail server or develop your own exchange store
sink to accomplish routing for internal messages sent to particular mailbox.

In general i think that "support for routing of internal messages" would be
"nice to have" feature for the next version of CRM.

Have a nice day.

Renatas,
Tietoenator Consulting, UAB.

"Stefan Ossowski" wrote:
 

Lost folder(s) in Sales for Outlook

Posted: 02 Mar 2005 12:31 PM PST

Michael,
Thank you very much for your help. I will give this a try, as I really
hated to have to uninstall and reinstall SFO.

"Michael Erl" wrote:
 

Unexpected error in CRM when sending e-mail

Posted: 02 Mar 2005 08:39 AM PST

Thanks for the help Renatas, but the e-mail
address is the one the client sent his e-mail with
so I don't see that being the issue here.

I just noticed something else that was weird.
The user created a phone call activity on this same client
and after saving the phone call the reipient account had a red
question mark preceeding it. And when we click on the account
name link in the field -- it does not open the account.
We tested another account with a phone call activity and it worked
fine without the red question mark.

WHAT UP??????

"Renatas" wrote:
 

case "customerid" field

Posted: 02 Mar 2005 08:11 AM PST

On Wed, 2 Mar 2005 16:11:13 -0000, "Alistair Fay"
<com> wrote:
 

In the schema the accountid is set to the customerid if the case is
associated to an account and the contactid is set if the case is
associated with a contact. You cannot have both at the same time it is
either/or 

No you cannot add the accountid and contactid fields to the forms.
There is also another field responsiblecontactid which you cannot use
either. 

The Case and especially Contract functionality as it comes out of the
box is relatively useless except for simple scenarios and we have had
to use the SDK to build additional relationships and other features.

The easiest way to do what you want is to link cases to contacts
rather than accounts and a) use the SDK (see
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/crmsdk1_2/htm/v1d2microsoftcrmversion12sdk.asp)
to create a simple ASPX page to "rollup" cases to account and b)
amend the report to do the same simply joining account->contact->case


Julian Sharp
Vigence for MS CRM in the UK

Can nost close Opportunities

Posted: 02 Mar 2005 08:07 AM PST

Mistake #2...
I should not have posted this message here. I thought I made a mistake on
this posting. I though it was another entry I made earlier.
I've been sick and very slow in the head lately...
Maybe the admin to this site could delete these 2 entries?

-Eric

"Eric Rist" wrote:
 

Why doesn't SFO Mail Merge allow Custom Fields?

Posted: 02 Mar 2005 07:44 AM PST

On Wed, 2 Mar 2005 07:44:47 -0800, "Darryl"
<microsoft.com> wrote:
 

That is the way it was built. If you ask MS the typical answer you
will get is that it is "by design" which means they aren't going to do
anything about it

There are a lot of WHY has this been done/not done when you get into
MSCRM. I think it is a great product in many ways but deeply
frustrating in a few areas.

Julian Sharp
Vigence for MS CRM in the UK

Automatic Rules and Slugs

Posted: 02 Mar 2005 03:04 AM PST

On 2 Mar 2005 03:04:56 -0800, "Bouffont" <com> wrote:
 

Workflow rules can be initiated automatically. When you create a rule
you can specify if it fires on Creation of the record, Assignment of
the record, Change of Status of the record, or you can create a manual
rule.

Manual rules have two real purposes; the first is for the user to run
through Actions->Apply, and the other is as a sub-rule called from
another rule.
 

It is trial and error I am afraid. Also slugs are unsupported and may
not be available in the future. 

Julian Sharp
Vigence for MS CRM in the UK

HELP ME - TOOLBAR CRM

Posted: 02 Mar 2005 02:55 AM PST

Thanks you, i solved the problem

"Dave McGuire" wrote: