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Microsoft CRM - Reinstall SFO Client

Microsoft CRM - Reinstall SFO Client

Reinstall SFO Client

Posted: 17 Mar 2005 10:57 AM PST

Hi,

another thing worth trying: search for the file "MSCRM.PST" on the client
machine and delete it. This one is not always removed during uninstall.

Greetings
Michael


<com> schrieb im Newsbeitrag
news:googlegroups.com... 

Direct SQL Update

Posted: 17 Mar 2005 10:13 AM PST

The other caveat here is whether or not you are talking about the builtin
territory support or a cusom field you added to "flag" the territory. I'd be a
little careful about updating the built-in Sales Territory membership through
direct SQL. Anytme there is a GUID involved, I get a little hesitant.

Matt Parks
MVP - Microsoft CRM

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On Thu, 17 Mar 2005 18:20:33 -0000, "Peter Lynch"
<com.SPAMFREE> wrote:

It will be OK if you're careful; but safer and possibly easier would be to
define a manual workflow to set new sales area, which will be easy to apply
to 200 accounts if you can select them based on some criteria in Advanced
Find


<com> wrote in message
news:googlegroups.com... 

gettings errors when closing opportunities

Posted: 17 Mar 2005 08:23 AM PST

Awesome!! That was it exactly!! If we entered a value of zero for the
estimated revenue it went thru fine. It also goes thru if we select "System
Calculated" instead of "User Defined" for the estimated revenue. Thanks a
bunch!

"RB" wrote:
 

MessageLabs Anti-Spam and CRM EMails

Posted: 17 Mar 2005 07:21 AM PST

Then sounds like they need to research how to define rules in MessageLabs. If
they can define a rule to allow emails from none recipients or maybe by looking
at the pattern in the CRM subject line, but the burden is on MessageLabs to
allow it through.

Matt Parks
MVP - Microsoft CRM

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On Thu, 17 Mar 2005 19:49:29 -0000, "Peter Lynch"
<com.SPAMFREE> wrote:

No, much worse; the problem is the sender domain ie the CRM organisation;
whenever they recieve a reply to a CRM email, it will be trapped by
MessageLabs

Ouch!


"Matt Parks" <com> wrote in message
news:com... 

Outlook Email

Posted: 17 Mar 2005 04:07 AM PST

CRM Users can set their profile to route all inbound email into CRM. It will
then resolve based on their email address. However, this isn't typically
recommended since then all email (even personal) will end up in CRM. If they
are using the SFO client, they can promote individual emails to CRM.

Matt Parks
MVP - Microsoft CRM

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On Thu, 17 Mar 2005 12:13:05 -0800, Colin Emmett
<microsoft.com> wrote:

Thanks for you response.

How about incoming email, if a customer sends a new email which is not a
response to a CRM email, is it possible for the router to capture this and
link to a contact if a matching email address is found.


"Matt Parks" wrote:
 

Problem with the first use of the deployment manager

Posted: 17 Mar 2005 01:31 AM PST

You can't use the User Manager to add a license to a use that is already in CRM.
It is used to add users to the system only. To maintain a user that is already
in the system, you need to do it through the web interface.

The admin user needs to have alicense associated wtih it prior to using user
manager to add additional users. Also, depending on the nature of your AD
environment, not all users will apprear in the list due to properties that the
utility is looking for that aren't always there on accounts that have been
migrated from an older domain.

Matt Parks
MVP - Microsoft CRM

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On Fri, 18 Mar 2005 00:59:03 -0800, "Michael MARTIN"
<microsoft.com> wrote:

Thanks for you response!

Yes the administrator account was used to install the app, and I know the
procedure to add a licence to a user (and in particular to the
administrator). But the problem is that, when I log-on to the User Management
the list of users is empty!
And I don't manage to enter the Web Interface of MS CRM using that account.

Even without license, the administrator account should appear in the Users
Management listing no?

Thanks for advance :)
Michael


"Matt Parks" wrote:
 

Cuztomization wont work with Outlook client

Posted: 16 Mar 2005 11:39 PM PST

I checked, and sync is made ok..
Any other reason why it wont work?

-Woltore

Callout didn't work on non-admin user

Posted: 16 Mar 2005 11:35 PM PST

Bingo - Peter beat me by a few hours I guess. I have seen this many times
where the file can't write based on the permissions. And the errors that the
postcallout throw, if any, don't lead you in this direction.

Hope this gets you over the hump!

"Peter Lynch" wrote:
 

Internal Email Routing?

Posted: 16 Mar 2005 02:57 PM PST

Hi Scott
Thanks for your reply. I am considering this option using hotmail or
something, but would really like to somehow do this in exchange. I think you
could set up a child domain or use some kind of strange delivery options, but
I'm not sure how this would work exactly. My director is not very hot on the
idea of routing out to hotmail and back. I have to agree with him, this is
probably not the cleanest way of doing this. This may work for a temporary
solution, but I would really like to do it in exchange.

"Scott Sewell" wrote:
 

Customised Tabs & Forms

Posted: 16 Mar 2005 01:07 PM PST

AS I mentioned before, that isn't supported in the current release. CRM 2005
will offer some additional features in this direction though.

Matt Parks
MVP - Microsoft CRM

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On Thu, 17 Mar 2005 06:39:07 -0800, CRM integration
<microsoft.com> wrote:

Thanks for the response.
I tried using ISV.Config to add vertical Narbar on the left sife.
It works fine.
I am trying to perform the samething on Horizontal tab on the top of the
forms.


Thanks.


"Matt Parks" wrote:
 

Template Subject - Dynamic info?

Posted: 16 Mar 2005 12:51 PM PST

The slugs will also work in the Subject line of a workflow email. So, you can
put !opportunity.name; in the subject and it will expand properly.

Matt Parks
MVP - Microsoft CRM

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On Wed, 16 Mar 2005 14:23:04 -0800, "Jakob Benediktson"
<microsoft.com> wrote:

there is an unsupported way of adding information to other emails than just
templates. It's called the slug method. But it is only possible in the body
text and not the subject line. So my word to you would be, I'm sorry, no

The slog method is done like this: &customer.name;

type that in a regular email (net templates) to get information from the
system into it

/Jakob

"com" wrote:
 

CRM Slow

Posted: 16 Mar 2005 10:01 AM PST

I need to download the hotfixes but could not find a download link for
them. Please guide.
Thanks,
Ruf

about installation

Posted: 16 Mar 2005 09:36 AM PST

use small business server which is the only support single server
installation method. Be sure to read the updated chapter 15 of the
implementation guide. Here is the link

http://www.microsoft.com/downloads/details.aspx?FamilyID=ddbb17dc-fe7f-4309-b03b-1fc1c4eb6a97&DisplayLang=en

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


"gerardo" <microsoft.com> wrote in message
news:066801c52a4e$b0ab7710$gbl... 

SMTP Service on CRM Server?

Posted: 16 Mar 2005 09:01 AM PST

I agree, shouldn't be any direct problems with that.

Dav

"Razorback" wrote:
 

Idiots Guide to Post Callouts

Posted: 16 Mar 2005 05:27 AM PST

I'm afraid that if you do not have any coding experience, you will find the
world of post-Calouts extremely difficult to master. Not saying you can't do
it, but the coding background is a hurdle that you need to overcome.
Post-callouts are very finiky and there are alot of small things that can be
done incorrectly with them. I'm afraid you will end up spending a lot of time
trying to work with them that would have been reduced if you had the dev
background with the core .Net platform.

Matt Parks
MVP - Microsoft CRM

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On 18 Mar 2005 04:38:18 -0800, "Bouffont" <com> wrote:

Hi John,

Yeah I've seen those articles, although I'm still stuggling as they
seem to assume you have at least some coding exp.

Right then, I'm going to set myself a tast, I'm going to sit down today
and see if I can make head or tail of them, if I can I'm going to try
to write an idiots guide which I'll then post in here and people can
add to etc!

Let's see what I can come up with, in the mean time please feel free to
add any helpful comments everyone!

Tom

John O'Donnell wrote: 
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm1_2/html/mbs_crmpostcalloutsv1d2.asp 
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk1_2/htm/v1d2creatingacrmpostcalloutobjectusingvisualstudio .asp 
complexities of 
that 
one 
what 
more 
the 
request!!! 

Editable summary views?

Posted: 16 Mar 2005 03:29 AM PST

c360 also has a Dashboard product that offers the same features just about
every entity in CRM (save for Activities). Also look into customer
effective...

-Dodd

"microsoft.com" wrote:
 

SFO issue

Posted: 15 Mar 2005 09:51 PM PST

Hi Nathan,

Thanks for the post and thanks for posting the resolution!

Kind regards,

Mike Christl

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.

cant access the CRM interface

Posted: 15 Mar 2005 04:40 PM PST

What is it doing exactly? is there any error?
You will ensure as Jakob said that the DNS and IIS are working correctly
although you will also need to make sure there is no pop-up blocker or script
blocking enabled on that computer you are attempting to access it from.
Also make sure the DNS suffix is configured correctly or the page cannot be
found error will come up.

Regards,
Nathan

"Armando" wrote:
 

E-mail Marketing Blasts

Posted: 15 Mar 2005 03:27 PM PST

Hi Matt,

Thanks so much for this. I will give it a shot. Does not sound so bad and
if it works, it will make marketing happy.

Will test it out and let you know on this thread if I have any questions.

Shauna

"MattNC" wrote:
 

Graphics in E-mail Templates

Posted: 15 Mar 2005 02:43 PM PST

Thanks!

Will try this out.
Shauna

"Biffo" wrote:
 

Cannot add columns to custom views

Posted: 15 Mar 2005 02:35 PM PST

Hi Christian,

Thanks a lot for the post.

A reboot of the server is a good idea, it could clear a cache that is
holding corrupted forms. Are there any errors in the event log?


Mike Christl

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.

CRM services suddenly not working

Posted: 15 Mar 2005 01:19 PM PST

John,
THanks for replying. All CRM services and SQL services are running.
When I modify the web.config (as someone mentioned on here) I get the
following error message from the web browser:

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: Unspecified
error

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 (0x80004005): Unspecified error]
Microsoft.Crm.Platform.ComProxy.CBizUserClass.WhoA mI() +0
Microsoft.Crm.Security.UserCache.GetCurrentUser(Ca che cache, String
username) +227
Microsoft.Crm.Security.UserCache.GetCurrentUser(Pa ge page) +72
Microsoft.Crm.Application.Controls.AppPage.OnLoad( EventArgs e) +104
System.Web.UI.Control.LoadRecursive() +35
System.Web.UI.Page.ProcessRequestMain() +750

Any ideas?
Thanks

"John O'Donnell" wrote:
 

creating field drop down lists

Posted: 15 Mar 2005 01:17 PM PST

All of the above are correct with a little bit more

1. Go to the deployment manager and add a new field make sur the type is
picklist.

2. publish the changes. Make sure you check the appropriate record type.

3. Stop and start the web service.

4. go back into CRM choose, home, then settings, then system
customization. Note you must have administrator privileges to do this.

5. Select the appropriate record type, click on the form customization.

6. Add the field to the form.

7. Click on the field, then choose properities. Go to the values tab. You
should be able to add your picklist values there.

8. After you are done. Publish your changes again and stop and start you
web service again.


"John O'Donnell" wrote: