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Microsoft CRM - Bulk upload of pick list values

Microsoft CRM - Bulk upload of pick list values

Bulk upload of pick list values

Posted: 06 Apr 2005 08:23 AM PDT

Unsupported, but you can export your customizations to XML. Then add
the new items manually to your list (carefully), then reimport your
customizations.

It worked for us in an extreme case, but for only ~ 100, you should
probably just do it manually and avoid "coloring outside the lines"

Todd

Mail Merge in browser

Posted: 06 Apr 2005 05:03 AM PDT

CRM only ships with merge functionality in the SFO client. There are a variety
of reasons, but security is probably the biggest. Performing a merge process
requires automation with Word. This could result in a lot of security warnings
to the user which would not be desireable. Plus, many companies have locked
down poilcies which would revent this from working.

There are some mail merge add-ons available for CRM. It is also possible to
develop one yourself if you have the skills.

Matt Parks
MVP - Microsoft CRM

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On Wed, 6 Apr 2005 05:03:01 -0700, "MattijsW"
<microsoft.com> wrote:

Hi,

In MS CRM you can use mail merge with the SFO-client and direct e-mail in
the browser. Now I'm using the c360 Search Pac for selecting the contacts,
but this only works when it is in a browser. I want to mail merge the
selection made with the Search Pac, but can only select direct email.

Is there a way I can use the mail merge function in the browser (and the
direct email in the SFO)? And can someone tell why this is, why just put both
features in the browser as in the SFO-client?

Greetz, MattijsW

Weird behaviour of crystal reports

Posted: 05 Apr 2005 03:49 PM PDT

They are using plain HTTP.

Jaanus Krabi

"Peter Lynch" wrote:
 

SFO folder are missing

Posted: 05 Apr 2005 08:01 AM PDT

hi shawn
thankx alot for your help i did what u asked en that help, i can see the
the folders onder my crm folder in out look but if clik on any od sub folders
i see the message that page can not be find.

if i try from web browser i can open de crm start page.
p.s. i can not also see the crm in the tool bar of outlook.

thanx again for you help.

"Shawn Tyler" wrote:
 

Adding the same information to multiple contacts

Posted: 05 Apr 2005 07:29 AM PDT

Dear "Matt",

c360 can do batch updates like this (and so will CRM 2.0.) You can
also create a rule that creates an activity (send letter activity,
e.g.) and then apply that rule to multiple people. (You can select
multiple people in an advanced find (or lead, or contact, etc.) grid
(hold down the control key to select multiple), and can then take an
Action (such as send email, or Apply Rule, such as "Send Letter A"...)

But I'd like to politely suggest that you may want to look at your
process. The attendance (of invited but did not attend) sounds more
like a recurring event rather than an attribute of a contact. If so,
then you are better off to NOT create a specific field on the Contact
entity to record their attendance.

If your goal is to send two different letters (one for the attendees,
one for those who missed it), then I just (a) create the two letter
templates (b) find the contact(s) to send them to in CRM, and (c) send
them the appropriate letter. Your activity history will then record
the fact that you sent them (which) letter.

If you create a custom field on each contact, you still have to somehow
search to find, and then update, each contact - that is an extra step
rather than just sending them the letter as you come across their name
in the grid...

I'd be particularly careful of adding custom fields to the contact
entity (especially if you are doing this for each event), because you
could run out of room (the 8000 SQL row limit is about 1000 bytes away
from the default installation.)

HTH,

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


MattijsW wrote: 
multiple 
if they 
letter. 
field 

.srf mapping - can't click 'ok'

Posted: 05 Apr 2005 01:33 AM PDT

Bernie

Thank you for this it solved my problem. I Still can't install exchange
email router and have no idea why but at least i am a bit further on. I will
persevere now and repost if i cant get over another hurdle.

Thanks again.

Jonathan

"Bernie Walker" wrote:
 

Importing SQL competitive CRM into MSCRM

Posted: 04 Apr 2005 01:22 PM PDT

On Mon, 4 Apr 2005 13:22:51 -0700, "Jack" <com>
wrote:
 

Not quite a simple import. Microsoft provides a Data Migration
Framework - it should be on one of the CRM CDs. This is an interim
database (into which you need to copy your SalesLogix data into) and a
set of database procedures and tools to validate that data and then
import it into the main CRM database

There are alternative third party products such as using Scribe
www.scribesoft.com which may relieve you of some of the effort
 

Julian Sharp
Vigence for MS CRM in the UK
See my MSCRM blog http://spaces.msn.com/members/mscrm

Integrating MS CRM with Commerce Server

Posted: 04 Apr 2005 01:17 PM PDT

If you plan on using Products in the CRM Quote/Order within CRM, then CRM needs
to have the products in it's product catalog. Without this, then it will be
difficult to use these objects. You could try using write-in products, but that
would make certain reporting tasks more difficult.

CRM out of the box does not support the customer specific product restrictions
you mention. However, I doubt you would expose the CRM UI to the customer due
to cost (each customer would require a license), so that may not be as big an
issue.

If the Orders will be entered via a different vehicle and then copied into CRM,
then the job is a little easier as it will be an integration process that loads
the order.

Matt Parks
MVP - Microsoft CRM

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On Wed, 6 Apr 2005 06:17:04 -0700, "Suman Palit"
<microsoft.com> wrote:

One of our goals is to ensure that customer orders can be managed and linked
to the products in the catalog (kinda obvious I guess). Also, we have
requirements that dictate what products or product variants a customer can
order based on the terms of their contract. The customer's shopping cart
experience would have to let them select a P.O. to have their purchase
invoiced to, for example.

Not knowing much about MS CRM, I'm guessing we would want to manage the
quote/contract/order from within the CRM product, but have it be integrated
to the product catalog in commerce server.

Are you saying the catalog has to be exported from commerce server to CRM ?


"Matt Parks" wrote:
 

CRM can't start Outlook to import contacts.

Posted: 04 Apr 2005 01:16 PM PDT

can BCM output to CSV formats? I am interested to know what export features
it has and of course CRM can directly import contacts and leads as csv
files.

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


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

Page cannot be found; "you don't have sufficient security privilag

Posted: 04 Apr 2005 10:53 AM PDT

Thanks for the reply John, All CRM and Crystal are started. Restarting the
IIS services did not do it. Through IIS, brousing to loader.aspx gives the
same message "page cannot be found"
Thanks,
Joe

"John O'Donnell" wrote:
 

CRM mobile over GPRS

Posted: 04 Apr 2005 10:13 AM PDT

Hi John,

Yes, I am planning to sync over GPRS. However, I was going to recommend to
the client not to try and sync whilst in motion (i.e train , car etc.) due
to the possibility of signal drop out. This will prevent 80% of signal
drop outs, however, we have no control over the airtime provider pulling the
plug for maintenance.

In the event of data corruption, is it a simple case of re-syncing? or would
I need to restore the last mobile CRM backup on the PDA and then re-sync?

Kind Regards

Mike



"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 

No Company Name on Contacts

Posted: 04 Apr 2005 09:41 AM PDT

note that a contact also has an addressname field which can be used for a
company name if you are not linking it to an account

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


"Mitch" <microsoft.com> wrote in message
news:com... 
the 
Seems 

IE6 SP1 downloading problem

Posted: 03 Apr 2005 11:57 PM PDT

Cool, cheers :o)

"com" wrote:
 

Workflow Manager Adaptations or Workarounds

Posted: 03 Apr 2005 07:19 PM PDT

Dear Geek,

I always advise my clients to structure your workflow rules in layers,
to keep them very simple, and to make modifying them easy.

For example, I would create one manual workflow rule that has no
conditions, and one action: assign the object to a certain user.
(This, then, is the only rule you have to change if there is a new
person that comes into the same territory.)

This manual rule can be called in an action whenever the condition that
would cause you to assign something to that person is met. (E.g.,
State = "TX", action: Exec: manual: Assign to TX rep...)

That way, your rules can stay pretty static (except for changing that
one rule that assigns the object to the new sales person).

I do the same thing for the definition of territories. For example, I
have one rule for each territory. If a state changes from one
territory to another, I have to make that change in two workflow rules,
but then nothing else has to change.

So, bottom line - the structure might look like this:

Create Lead Rule:
Actions: Exec DetermineSalesTerritory

DetermineSalesTerritory:
Exec TestWesternRegion
Exec: TestEasternRegion
etc.

TestWesternRegion
IF lead.state = 'WA'
Action: AssignLeadtoWestern

IF lead.state = 'OR'
Action: AssignLeadtoWestern

If lead.state = 'ID"
Action: AssignLeadtoWestern

etc.

And then of course:
AssignLeadtoWestern
Action:
Assign Object: SalesGeek


HTH,

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

Extending Grid Results in Personal Settings

Posted: 03 Apr 2005 07:01 PM PDT

So, you're saying you made an unsupported change to the form to modify the
values ??? haven't tried this one yet, but I don't know if it works (as you've
seen).

Check the UserSettings table to see if it's storing the proper new value. It's
possible there is an edit on the backend that is defaulting the value even
though you are posting what you want. The edit is probably defaulting what it
considers an "invalid" value and putting it back to 25.

I know I have been sucessfult in manually updating this value in the table and
having it work, but obviously the change won't stick if changes are made again
via the form.

Matt Parks
MVP - Microsoft CRM

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----------------------------------------
On Mon, 4 Apr 2005 15:31:02 -0700, SalesGeek <com> wrote:

Actually, the standard values of 25, 50, 75, and 100 work fine. It's when I
have added 250, 500, 750, 1000, and 2000 that it begins to revert back to 25
even though the form keeps the setting!

"Dan Quinton" wrote:
 

Can anyone send me the Microsoft.Crm.Platform.Proxy.dll and Microsoft.Crm.Platform.Types.dll files ?

Posted: 02 Apr 2005 03:49 AM PST

Eddie,

email me and i will send them over

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


"Eddie" <microsoft.com> wrote in message
news:phx.gbl... 

Crystal Enterprise change password error

Posted: 01 Apr 2005 05:41 PM PST

Restarting crystal services did resolve a bunch of issues and I got alll
services to work now. But, when I access the reports section as a user or an
administrator, all I get is
"No records are available in this view"

For some reason I see report categories (like Invoice, Activity) but there
are no actual reports within these categories. Is there a common folder where
all reports are stored? Maybe that folder was not created when I did the
install.


"John O'Donnell" wrote:
 

Changing ownership of Accounts

Posted: 01 Apr 2005 02:21 PM PST

Gill,

Unfortunately this will still re-assign all the dependant objects as well.
Major design flaw in my eyes, but we can hope they fix this one in CRM 2005.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Sat, 2 Apr 2005 16:53:01 -0800, "Gill" <com.au> wrote:

A manual workflow rule applied to all the accounts using the Update Object
option should achieve what you want.

HTTH

Gill
www.opsis.com.au

"JenniferW" wrote:
 

transferring licenses between a family of companies

Posted: 01 Apr 2005 01:13 PM PST

this is because you need to have new licenses issued. You need to escalate
the issue up the chain of command.

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


"Larry" <microsoft.com> wrote in message
news:com... 
ALL 
change. 
push 
have a 
Both 
admin 
12 

Slugs with Userfields - Workflow

Posted: 01 Apr 2005 01:05 PM PST

Slugs do not work with custom or standard picklists

"astuartmills" <microsoft.com> wrote in message
news:com... 

Deleting expired contracts

Posted: 01 Apr 2005 01:03 PM PST

Could you elaborate on the technical implications of this aproach?

Thanks

"Matt Parks" wrote:
 

BizUser.WhoAmI from outside CRM

Posted: 01 Apr 2005 12:12 PM PST

You need to set that value to the numeric value of that enum from the CRM
ProxyTypes namespace.

Matt Parks
MVP - Microsoft CRM

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On 1 Apr 2005 18:10:26 -0800, "CRM Customizer" <net> wrote:

Matt,
Getting closer!! I copied the example for both create and send
straight out of the SDK. With running the service correctly, then I
get the correct ID. However, on the create, I am getting this error:
"The user id or the team id is missing."

In the activityXML, I see this:
"<ownerid
type=\"otSystemUser\">{F66E1852-95EC-4042-86C7-05C1D48F90AE}</ownerid>"

That otSystemUser just doesn't look right - but as I said, I took the
example right out of the SDK and this is what the code looks like:
strActivityXml += "<ownerid type=\"" +
Microsoft.Crm.Platform.Proxy.ObjectType.otSystemUs er.ToString() +"\">";
strActivityXml += userAuth.UserId +
"</ownerid>";

Thanks for your help as always!


Matt Parks wrote: 
under the 
<net> wrote: 
getting 

'Server localhost is not responding. This ....'

Posted: 01 Apr 2005 09:03 AM PST

Thanks for the reply John, I'm installing it on a member server on the
actual SBS. When I try to add a crm user through deployment manager, I do
see the AD users, but the errors appear when I run the wizard. "you don't
have sufficient security privilages....."

Thanks,
Joe

"John O'Donnell" wrote:
 

Page header or footer longer than a page. File 794368d5a91da8.rpt.

Posted: 01 Apr 2005 07:43 AM PST

Yeah, that was the first thing I tried, but got no joy in Mudville.

"John O'Donnell" wrote:
 

SFO - IIS Error?

Posted: 01 Apr 2005 02:23 AM PST

Hi MattNC,

I checked the folder on client "C:\Program Files\Microsoft
CRM\Client\res\Web" and it has exactly 192 xsl files in it.

What else to do?? :)

"MattNC" wrote: