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Microsoft CRM - help with customized forms

Microsoft CRM - help with customized forms

help with customized forms

Posted: 20 Apr 2005 01:05 PM PDT

And one more thing should be done: restart IIS. try to run the command of
:IISRESET

"Support www.MSCRM-ADDONS.COM" wrote:
 

Want to use CRM for an internal helpdesk and ISOLATE internal case

Posted: 20 Apr 2005 12:15 PM PDT

sorry....

fat fingers...


Org level 1
sales
IT
Customer Support
marketing
etc
etc

The IT BU has it's own role (not visible at the org level 1 list) where I
limited the access.

I'll keep chugging and post what I eventually had to do.

Thanks...

"Dave Carr (dave- no com" wrote:
 

AccountBase Fields

Posted: 20 Apr 2005 11:21 AM PDT

You're not missing anything. Rather than looking in the tables look in the
views. You will find the Account view contains all the fields you see in the
deployment manager. The Account view is made up of several tables including
AccountBase and CustomerAddressBase. Only the first two addresses are shown
in this view.

You will also find it useful to look in the views for other entities too
such as Incident (Case) and Contact. I like it because it joins a lot of
things for you so in a contact you can see the AccountIdName for the name of
the account and the actual user names of who created and modified stuff.

There is a cost to this though. You will be joining table in the background
so if you know what you need is just in the table and you want to retrieve a
lot of records you should use the table not the view.

The views are also interesting in that they are created by the metadata
services so don't try changing them.

"Prasad" wrote:
 

Removing the shipping address from an invoice

Posted: 20 Apr 2005 08:22 AM PDT

Now, now JB...

First, CRM is not a 'Point of Sale' application, that's the Retail
Management software... (Hopefully you weren't the salesperson, just
the tech trying to implement... Been there...)

While you can't remove these fields from the form, you can create a new
tab (I like to call the tab "Useless Fields", and move all of the
Shipping fields into a new section on that form. That way, you can at
least remove them from the forms people really need to use...

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


JB wrote: 
cannot 
doesn't 
completely remove 
a 
any 
business 
least 
left 
thinks 

Confused with SFO Installation

Posted: 20 Apr 2005 01:48 AM PDT

Thank you ,Brett meyer, I got it.

Where ever the user is, he/she has to logon with the account of
"DOMA\UserA". He should not use other account. His/her local accounts should
not be used anymore.

Thanks

"Brett meyer" wrote:
 

Ambiguous Today Date

Posted: 19 Apr 2005 08:53 PM PDT

This is one of my biggest grips with CRM. It stores dates as time/dates.
Not only does it do it that way but it stores them in GMT. Some dates should
be dates not time/dates such as birthday etc.

The system ignores the local users locale setting and uses whatever timezone
is set in their profile, click on thier name in the top left corner while
they are logged in. The actual time is calculated based on the system clock
of the server too.

Be very careful if you update dates from SQL as you will be several hours
out unless you are working in GMT.

Unfortunaly you cannot set the user timezone as an administrator they can
only do it themselves. Have a look in the systemuserbase table to see if any
of them have changed it and others not. I wrote a script that goes through
and sets them all the the right timezone on a nightly basis as this was
killing me and thier perseption of data integrity.

"Arwin" wrote:
 

No Attribute Error

Posted: 19 Apr 2005 03:32 PM PDT

John,

Thank you for the reply. I double checked the fields to make sure there
were no remaining constraints. The only one I found was for the owner field
which is system controlled. I restarted the Workflow service with no luck,
but rebooting the machine fixed the issue. Maybe i only needed to restart
iis? Anyway, the import works now, thanks again for your reply.

JeffW

"John O'Donnell" wrote:
 

Looking to purchase CRM for media sales use.

Posted: 19 Apr 2005 01:55 PM PDT

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

Definitely with investigating further. 1500 contacts is not many and MSCRM
has many ways of making this more manageable.
 

Yes, MSCRM is heavily customisable.

At Vigence have spent a lot of time getting CRM to work for sales teams and
to enable salespeople to be proactive and to reduce the number of clicks to
make it easier to use.

Delete/Re-name Users

Posted: 19 Apr 2005 11:09 AM PDT

Thank you for the speedy reply Christian,

I have found on this site how to remove the license from the disabled user.
Thanks for your advice on that one. It would seem easier to be able to delete
a user but, Oh well! So be it.

In regards to point #1: I am not quite sure what you mean.
for instance I have an AD user named rjend that never uses MSCRM and a user
named ians that I want to give the license to. Will ians have to login as
rjend? If this is the case, I should just disable rjend, reclaim the license
and create a new user.

thanks for your help.

Liam

"Support www.MSCRM-ADDONS.COM" wrote:
 

SFO/Web Client - formatting text fields automatically...

Posted: 19 Apr 2005 10:57 AM PDT

I was directed by MS CRM support to write suggestions here. ?

"Brandon" wrote:
 

BizTalk/CommerceServer/MS CRM/...?

Posted: 19 Apr 2005 08:41 AM PDT

Thanks! I'm gonna take a look overthere :-)
They are using SunSystems for the financial aspect.

Pieter


"Jake Horn" <com> wrote in message
news:%phx.gbl... 
be 
CRM, 
would 
integrate 
can 

CRM Disaster Recovery

Posted: 19 Apr 2005 07:55 AM PDT

Scott,

While not solely for data recovery, CRM customers are finding solace in
the peace of mind that comes from auditing all CRM transactions in a
seperate SQL database. Our VAST CRM add-on application tracks all
changes (by trapping post-callout events), and writing the current
state of each record into 'shadow' tables in our VAST database.

While we don't have any automated disaster recovery functions (yet), as
soon as you install VAST, you will have the latest version of all CRM
records in another SQL database. If a true, no backup exists disaster
occurs, VAST will at least give you a chance of recovering your
critical customer information.

For more information, please see http://www.vscrm.com
Thanks,

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

CRM SFO over VPN - get Error 10061:Connection Refused from Firewal

Posted: 19 Apr 2005 06:35 AM PDT

er, I am the tech guy!
I understand that it's going to be a restriction on the firewall somewhere,
as the error is coming from the ISA firewall.

I guess my question is really - what is CRM Sales for Outlook doing to want
to go to the firewall - ie: are there any additional ports that need to be
open? I don't really understand why it would work okay in the office, but not
over VPN?

"Nathan Warner" wrote:
 

Is there really no sensible fix for this crystal issue

Posted: 19 Apr 2005 01:37 AM PDT

Chertzy -

Laura's right, but in my experience, uninstalling / reinstalling shouldn't
take more than a couple of hours, (leave the databases on the server and
then just re-connect with them during the reinstallation. - I've spent much
more time than that trying to untangle the mess on a test server that got
crystal installed accidentally. -

Scott.

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

isv.config file

Posted: 18 Apr 2005 08:34 PM PDT

Hi Brett,

Thanks for the post.

The information provided so far is very good.
There is a KnowledgeBase article called Customizations do not propagate to
the Microsoft CRM Sales for Outlook Client (861612) that discusses this
problem.
If you are interested in more on this subject you might try your post in
the Dev newsgroup.

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.

form scroll bars

Posted: 18 Apr 2005 07:59 PM PDT

Hi Brett,

Thanks for the post. As John stated, this is a known issue with Microsoft
CRM 1.2.

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.

Login required to access Crystal

Posted: 18 Apr 2005 04:27 PM PDT

Rex -

Thanks for the tip. It worked like a charm.

We're still small enough that it's quicker to change each computer myself,
rather than the registry bit -- but will keep it in mind for future
deployments.

Kevin

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

2 MSCRM systems on 1 network

Posted: 18 Apr 2005 03:36 PM PDT

There is 1 gotcha though: the Exchange router only handles inbound email for a
single implementation.

If you are going to be using the SFO client for both installs, then I would keep
the DB's seperate. If you are isntalling different versions, then you need to
abide by all the licensing constraints of the EULA. This would typically mean
you need seperate licenses.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 18 Apr 2005 21:52:02 -0700, "Amer" <microsoft.com>
wrote:

Thanks for the answer - Is it as simple as that? What about the other servers
- do you need seperate SQL server or seperate MSCRM server licenses for the
2nd deployment? Do you know if this scenario of 2 deployment has been written
up in any tech bulletins or faqs etc.

Thanks.

"John O'Donnell" wrote:
 

Confused - Clarify please?

Posted: 18 Apr 2005 02:39 PM PDT

My current set up is just the single server, 1 workstation, and 1 Cisco 837
router controlling my internet gateway. Since nothing is in production and I
have no confidential data stored on anything connected to this network I have
left the router wide open while troubleshoting. I even tried completely
disabling the integrated windows firewall, pop-up blocker, and opened up the
internet options security settings to allow everything. I have also
discovered some KDC errors in my logs that appeared after the second time I
removed and reinstalled SQL and CRM. The errors say I have duplicate
accounts. Neither a visual nor an LDIF utility search turn up any duplicate
user or computer accounts.

I have now reintialized my drives and am starting from scratch. Maybe I'll
try not installing service pack 1 this time. I'm hesitant to do that though
because I'm afraid it will leave me vulnerable when i do go into production.
I'll have to install the client side patches anyway since my workstations
have XP SP2.

Laura

"JGary Penner" wrote:
 

Automatic Email Generation

Posted: 18 Apr 2005 06:48 AM PDT

On the CRM server open Workflow Manager. The email you mentioned is triggered
by a won opportunity. Select Opportunity from the dropdown to view the
workflow rules. Right-click the appropriate rule and deactivate it so you can
edit it. Then double-click it to open it and locate the line in the rule that
sends the email. Double-click the line to view the email. Deselect the
template that the email is sending and, in the recipients portion, select the
appropriate CRM users that you want to receive the email. In the body of the
email, you can type this text:

An opportunity has been won from &opportunity.customeridname; with an
estimated revenue of &opportunity.estimatedvalue;

This will put the data into the email and let you send it to your co-workers
instead of your customers!

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


"David P. Bowler" wrote:
 

Dates Stored with incorrect Date&Time

Posted: 18 Apr 2005 06:41 AM PDT

Just in case you weren't sure on how to change the date settings, the easiest
way is to click on the home page and click on the users name at the top left
of screen and adjust via date time settings.

"Matt Parks" wrote:
 

Missing reports in MS CRM

Posted: 18 Apr 2005 01:11 AM PDT

Oke, thanks John.

If you could let me know if the problem is in the Dutch build of CRM, I'll
be able to explain it to my employes. If the Dutch build is correct, I will
scratch the back of my head and have to think about another solution.

Thanks anyway!

"John O'Donnell" wrote:
 

Can't not access CRM Crytal Report

Posted: 17 Apr 2005 07:46 PM PDT

Thx for your suggestion. My domain controller is using the same server
(Windows Server 2003)

Regards,

Arwin


"John O'Donnell" <com-nospam> wrote in
message news:%phx.gbl... 
contact 
your 
domain 
to 
new 
an 

Create a view from customers based on a data field from Accounts.

Posted: 15 Apr 2005 02:07 PM PDT

Eric,

There are a couple of other options within the core product.

1) Create the same field on the Contact, placing the same values in the
picklist. If you create contacts from the account (Actions | Add
Related | Contact), then you can add to the mapping definitions in
Deployment Manager, and map the Account Rel Type to your custom RelType
field. (Not much work, and you'll probably get an 80-90% solution
from it.) (And you don't need to show the Contact Rel Type field on
the form, yet still have the mappins work.)

2) You could write a Windows service (ASPX page, using the API/SDK)
that went through all accounts and updated all contacts whose Rel Type
didn't match the parent account's reltype.

3) As RelType is a picklist, you could write a JavaScript script for
the OnChange event. I'm not a Javascript expert, but I do know you have
that data available. You should be able to write out the new Rel Type
value and the Account GUID out to a custom database and table. Then a
DB trigger or Windows service monitor could that table, and create an
ASPX page that updates all of the contacts with this Parent Account
GUID to the new RelType.

4) In CRM 2.0, you should be able to create this type of view.
(Advanced Find will allos queries from multiple tables, and you can
save them. Not quite the same as views, but it might be close enough.)

So, I guess if I were you, I'd do the mapping idea suggestsed in #1,
and start to try and write an ASPX page to update Contacts using the
API. (If you're good with SQL, it would be trivial to write a stored
procedure that returned the contacts that needed updating as the source
of data to this ASPX page.)

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