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Microsoft CRM - accesing crm from the web

Microsoft CRM - accesing crm from the web

accesing crm from the web

Posted: 08 Apr 2005 08:09 AM PDT

I don't have any other what is built within ie.

"microsoft.com" wrote:
 

Allow developer to extend auto-numbering

Posted: 07 Apr 2005 02:29 PM PDT

I am thinking a SQL insert/update trigger that calculates the next id.
of will this fry something else?

Workflow Rules Priority

Posted: 07 Apr 2005 11:31 AM PDT

Ket,

Workflow rules can be "prioritized" by sequencing them in the workflow manager
screen. However, be aware that you will also need to add a check in the other
rule to not process "hot" records as both will actually fire.

Matt Parks
MVP - Microsoft CRM

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On Thu, 7 Apr 2005 11:31:10 -0700, Kat <microsoft.com> wrote:

I have 2 main questions:

1. Is there any way to prioritize which workflow rules
to use first?

I set up 2 workflow rules:
a. assign cases to User1 based on account = 'ABC'
b. assign cases with priority = 'critical' to a queue
called "HOT"

When I created a case with account name = "ABC" and
priority = 'critical', Workflow routed this case to User1
when I wanted it to go to the "HOT" queue.

In Workflow manager, I have use the "Set order" arrows on
the right to move my rules to the right orders
accordingly. However, it doesn't seem to work based on
the order I have set. Am I doing anything wrong?

2. I go into that new case I just created, go to
Action>Assign. I see the workflow rules show up in
alphabetically order and the 1st rule is selected. How
can I tell which rule it's using since the first rule is
always chosen alphabetically in the list?

I would appreciate if you can shed some lights on this.
I'm pretty confused.

Thank you!
Kat

Last Phone Call Date on Lead Form

Posted: 07 Apr 2005 08:01 AM PDT

Matt,

You are correct in the the lead won't change, but the Activity will. You can
register a callout for activites as well os the other objects.

Matt Parks
MVP - Microsoft CRM

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On Thu, 7 Apr 2005 08:01:02 -0700, MattNC <microsoft.com>
wrote:

Okay, I'm seeking suggestions here. I would really like to be able to show
the date of the most recent phone call for a lead on the lead form itself, so
that I could perform a search for leads whose last phone call is not in the
last 30 days.

So when a rep creates a phone call activity and closes it, the
phonecallactivity.actualenddate needs to be posted to the associated lead
form into a custom field. To my understanding, a post callout won't work,
because nothing on the lead is being updated to trigger a callout event.
Anyone have any other ideas? TIA

CRM + Crystal reports

Posted: 07 Apr 2005 12:31 AM PDT

Microsoft is wrong if you receive the Crystal Reports
License error you have to restart all of the related
crystal services from the Crystal Configuration Manager
found in the Program Menu under Crystal Enterprise 9, I
select all services holding the shift key down and click
the restart button on the toolbar. Anytime you upgrade
CRM licenses you have to do this or you will get the
license error. Another one of the corky bugs in CRM,
hopefully new version solves this a series of other
issues I have found. Overall the system is clunky and
too slow for most of my users. 
works. If you can lay 
as even I need it. 
that if i get a message 
reports tab on the CRM, 
way around this 
enhanced, I have also 
can be used to connect to 
enhancement made for Crystal 9. 

Recover picklist numbers

Posted: 06 Apr 2005 08:20 PM PDT

Yes Brian, you can fix this.
Not using a table, but by modifying the xml output from Deployment Manager.
I guess you´re familiar with Deployment Manager, and know how to export and
import a customization file? If not, be very careful!

In the exported xml-file locate the section for your "picklist". Locate the
<options nextvalue="nn">, this value indicates the integer which will be used
for your next added item. Change this to the value you deleted, save the
file, and import the customization file again. Be sure to make a backup
before you modify, etc etc...

As you can see, you are able to modify your picklists in this file, but, be
careful, as it can make existing data inconsistent!

I have included a sample for a picklist below.

<field name="accountcategorycode" requiredlevel="na" defaultvalue="">
- <displaynames>
<displayname description="Customer rating" languagecode="1053" />
</displaynames>
- <options nextvalue="14">
- <option value="10">
- <labels>
<label description="A - Focused" languagecode="1053" />
</labels>
</option>
- <option value="11">
+ <labels>
<label description="B - Normal" languagecode="1053" />
</labels>
</option>
- <option value="12">
- <labels>
<label description="C - Other" languagecode="1053" />
</labels>
</option>
- <option value="13">
- <labels>
<label description="D - Partner" languagecode="1053" />
</labels>
</option>
</options>
</field>

Workflow to email prior Owner as well as current?

Posted: 06 Apr 2005 06:21 PM PDT

C'mon Dave.... "hundreds of thousands (probably millions)" ??? I find it hard
to believe that it would cost that much to build. If it did, you wouldn't be
charging $50-$150/user. ;-)

But I will give you this, I'm sure it would be cheaper to buy unless there was a
huge user count and/or you value the dev time very cheaply.

Matt Parks
MVP - Microsoft CRM

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On 7 Apr 2005 12:27:21 -0700, "Dave Carr (dave- no com"
<com> wrote:

C'mon Chris,

Come join the Visionary family of happy VAST customers! First, if you
really consider $50-$150 per user to be expensive, please send an email
to me at dave-(no spam)com to discuss.(we do also have volume
licensing programs I'd be happy to discuss with you.)

Second, all of the Micrsoft people I've talked to (over a dozen at
Convergence, including Alex Simons, the Product Manager for CRM) said
that they have no plans to include audit tracking functionality. I
have the 2.0 Beta, and it definitely isn't there. so it is at a minimum
2007 before it would be there, and maybe not even then. Looking at it
from their point of view, if they can point customers who need auditing
at a Veritest approved ISV solution that costs a few thousand dolars
for the average customer, why should Microsoft spend hundreds of
thousands (probably millions) to build it? They have a lot of other
fish they need to fry for the next few years.

Third, VAST will help in you in more ways than just showing you the
last owner of a sales opportunity. If you are truly in such a
fast-paced environment, I'm sure opportunities disappear almost as fast
as they appear. Do your sales managers know why the monthly forecast
looks great until the last week, when all of the forecasts move out a
month? Do they know who is routinely over or under-estimating their
prospects? Who moves the fastest from Lead to Quote? From Quote to
Close?

Having this historical data that VAST provides, and making it available
for loading into a warehouse and doing some really business critical
analysis could easily pay for itself if you can improve your sales
processes by even a small amount.

As to time and effort, it takes me about 15 minutes to install it,
although it might take somebody up to an hour to do it the first time.
But after that, VAST has minimal IT impact. Even after you add a new
custom field, once you publish it, VAST will audit changes to that new
field without you doing anything else!

Not only that, but if you are a public company, then you really need
VAST so your upper level execs can personally certify that your
internal IT systems have the proper controls in place. Or, if you are
in the healthcare industry, you should consider VAST because of HIPAA;
in the financial industry, you have GLBA to worry about; and all
companies need to be sure they are meeting the standards of the Privacy
Act (if somebody from Florida tells you not to fax them, and you do,
your company could be sued for millions! It'd be nice to know who
reset the flag from 'no fax' to 'fax' in that instance, wouldn't it?)

So Chris, I urge you to take another look at VAST. I know we can make
your users happier, and your system more verifiable, at a very low cost
in terms of time/money/effort for you.

Please excuse the shameless self-promotion everybody, but I couldn't
let that one go by! ;-)

Dave
-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

Introducing our newest software product...
VAST - an auditing solution for Microsoft CRM 1.2
VAST shows you "Who Did What When" in Microsoft CRM
To download our free trial, get more info, or to order, visit
http://www.VSCRM.com

Missing Product Catalog Link on Settings Page

Posted: 06 Apr 2005 04:41 PM PDT

Are you running Great Plains?

Once Great Plains is installed and integrated to Ms CRM (using the MBS
integration module) all the product catalog maintenance has to be done
through GP.

HTTH

Gill
www.opsis.com.au

"monsoa1" wrote:
 

Changing Field Name in Quotes' view

Posted: 06 Apr 2005 01:34 PM PDT

Just a clarification, there are 2 diffent labels for the fiels on the form
editor. On is used on the Views and the other for the form. it's the first one
that is used for the views.

Matt Parks
MVP - Microsoft CRM

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On Thu, 7 Apr 2005 05:27:04 -0700, MattNC <microsoft.com>
wrote:

If you change the name of the field on the form (Home > Settings > System
Customization > Quotes > Edit Form) then the column name will be changed in
associated views.

Matt Wittemann
http://icu-mscrm.blogspot.com


"com" wrote:
 

Crystal over SSL

Posted: 06 Apr 2005 10:35 AM PDT

Yeah, that's probably the next step. I'll post back if I ever figure it out.
Matt Wittemann
http://icu-mscrm.blogspot.com


"John O'Donnell" wrote:
 

Contacts Not Available Offline

Posted: 06 Apr 2005 07:23 AM PDT

No. Everything seems to work fine in the web client.

One thing that I did notice though, after going offline and then coming back
online then going back off again from the Sales for Outlook client it does
not go offline the first time I click go offline. However, the second time I
attempt to go offline it works. This also seems to create 2 new merge agents
whenever I view the SQL server replication monitor. I'm not sure exactly how
this is supposted to work but it would seem to me that the merge agent should
be able to be reused and not recreated.

This may be a separate issue but I wanted to make sure that I provided as
much info as I could.

"John O'Donnell" wrote:
 

Do all fields have "onchange" event script blocks??

Posted: 06 Apr 2005 06:37 AM PDT

Hi Scott,

I am working on one of the Pro versions of CRM.

I have customised some forms, and written a web-portal that will let
clients create Incidents (cases) over the internet,... but I'm afraid
that I have not had much to do with CRM workflow yet.

Can you point me in the right direction please?

Many thanks,

Simon

"empty" picklist value

Posted: 06 Apr 2005 05:43 AM PDT

Meanwhile I solved the problem. You do not have to create an "empty" value in
the picklist values. Just set the default value to NULL value and everythng
works fine.

"Borsics János" wrote:
 

Not all SFO Contacts are getting Account Field Populated

Posted: 05 Apr 2005 12:47 PM PDT

Yes, when you open the web MSCRM app, then account field is populated withthe
correct account name. What is weird too, when the client is offline, you can
populate the account field from the list, but when you go back online it is
removed again, not updated.

Any ideas to resolve it?

Thanks,
Brian Corbet

"John O'Donnell" wrote: