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Microsoft CRM - SDK / ISV problem

Microsoft CRM - SDK / ISV problem

SDK / ISV problem

Posted: 12 Apr 2005 07:56 AM PDT

hmmm,.....yeah a button that refreshes the entire Account form does work,
but thats not something I would want (try explaining all this to a
salesman!!).

-Gary

"Gary" <virtium.com> wrote in message
news:phx.gbl... 

Can you suggest any way to turn off Saving to Excel?

Posted: 12 Apr 2005 06:13 AM PDT

Tell them this......YES you can do this, by removing some hardcode in the
forms, BUT that enters you into the "unsupported customization" arena, where
you're completly on your own. And if you ever upgrade, CRM will likely
break, or worse, if you ever need support and you mention this customization
they will refuse to help you.....

But as Peter mentioned, its a fallacy to think this resolves anything......

-Gary

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

CRM and SQL Report Services (SRS)

Posted: 11 Apr 2005 11:40 PM PDT

Hi,

I have managed to do this successfully, but you need to create two web
sites, and distinguish them using host headers and extra DNS entries
(or ports, but host headers and dns entries are so much more
professional). First install CRM on the default web site, and then move
it to a new host header, and create the dns entry. Create a new default
web site and install RS. you can move this to a different host header
as well, but this requires another setting in one of the RS INI files
to be changed, where CRM is pretty happy to be moved around without any
extra settings.

Cheers,

Rex

Missing Product Catalog

Posted: 11 Apr 2005 02:56 PM PDT

I had assigned myself all of the Security Roles.

So, if we have the "Standard" version it is not included?

Also, the Action Pack says it comes with Professional but when I enter my
key it says we have Standard. Do I just need to request a new key?

THanks,

Josh



"Mats" wrote:
 

Appointment Activity,status change automatically

Posted: 11 Apr 2005 02:09 AM PDT

I have found the storedprocedure in my SQL 2000 ("p_ClosePastAppointments").
But , how can I disable it ? I've also checked the stroredprocedure in my
other machine, already has the same storedprocedure. But why the other one
not encounter the same problem ?

Thx,

Arwin

"Graham Sheldon [MSFT]" <Graham Sheldon [MSFT]@discussions.microsoft.com>
wrote in message news:com... 
closes 
to 
you 
their 
date, 
have 
I've 
of 

CRM Self help for dummies, need some general help, yes I'm a noob

Posted: 08 Apr 2005 09:53 AM PDT

You can not change activities forms, such as tasks, in the current version.
Other forms can be changed by going to the Home Page > Settings > System
Customization. Click on the entity you want to change and you will see many
options for customizing forms. After you change a form, you need to go on the
CRM server and open Deployment Manager for CRM. Right click on the top node >
All Tasks > Publish customizations. Then follow the wizard to publish them.
Lastly, you will need to reset IIS for the customizations to show up. You can
do this by going to Start on the CRM server, then click Run... Type cmd and
in the DOS window that opens type iisreset and press enter.

There is much more info on this newsgroup about customizing forms. Good luck.
By the way, if you want the minutes on tasks to show up as hours on your
reports, you can add a formula in Crystal to convert the minutes to hours.

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


"Jeremy" wrote:
 

SQL relationship between Role and User?

Posted: 08 Apr 2005 09:07 AM PDT

Outstanding - don't know how I missed that. Thanks!!
Chris

"TonyL" wrote:
 

Security flaw in access rights?

Posted: 07 Apr 2005 03:29 PM PDT

Sam,

Creating a role with Create/Assign only privelege should solve your
problem. If you
assign this limited role to User1, he will only be able to create
records and not edit
them.

Alex

SFO Offline DB View does not match CRM Server

Posted: 07 Apr 2005 10:57 AM PDT

Does anyone know the solution to this. Right now my solution is to run
the p_GenSpecificViewAndTriggers DB Script on the client, which is not
practical.
The view is actually updated for some entity such as Contact, but not
for SystemUser.

I really need to figure this out.
Thanks!

Deploying Custom forms on SubAccount tabs

Posted: 07 Apr 2005 04:39 AM PDT

Thank you very much Matt.you are giving a lot of support with your fast
responses.
Matt if you donot mind can you clear this also.
Click sales tab--------click Accounts (in sales tab)--------click particular
account(in accounts ,it open popup window for that account, in that)----click
contacts(in this contacts list -I want to put a filter (by using pick list)
in this form)-after select the particular value ,the view filters data).
This is my task.
Pls guide me clearly. Thank you
venkataravikumar


"Matt Parks" wrote: