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Microsoft CRM - Can possible if need to use SFO without join to mscrm domain?

Microsoft CRM - Can possible if need to use SFO without join to mscrm domain?

Can possible if need to use SFO without join to mscrm domain?

Posted: 22 Apr 2005 04:13 AM PDT

Dear Peter,
Thank you very much for your information. Do you know about reference
site for SFO process flow or SFO process diagram

Thank you,
phong

"Peter Lynch" <com.SPAMFREE> wrote in message
news:phx.gbl... 

custom views in activities

Posted: 22 Apr 2005 01:13 AM PDT

I also looked at this. If I do as Peter suggested I get the view editor and I
can make changes, but unfortunately I cant save them - I get the message "The
Item ID is invalid".

Any ideas ?

Ian

"Peter Lynch" wrote:
 

Customization of CRM Activities List Page...

Posted: 21 Apr 2005 05:23 PM PDT

That is the big missing thing in CRM. Atleast Microsoft should provide
the Creation Date time column in List pages. Normally sales departments
work on Notes and Activities and they want to see the activities sorted
by date time.

Activities Status is read only. i cannot change it to my own customize
status.

SQL Reporting Services instead of default Crystal Reports

Posted: 21 Apr 2005 05:03 PM PDT

This works (we've been using Reporting Services in this fashion since
October), although it is unsupported. You'll have to recreate all the
Crystal Reports you want to use from scratch.

1. Make a copy of %CRM Web Directory%\bar_bottom.aspx for backup purposes.
2. Open the original file with notepad and find the load function.
3. Replace the load function body with this (change
'VirtualDirectoryOfReportingServices' as appropriate):

{
setActive(o);
if (sDir=='reports')
{
window.open('VirtualDirectoryOfReportingServices') ;
}
else
{
var sUrl = "/" + sDir + "/left.aspx";
if (_oLast.sub)
{
sUrl += "?DefaultArea=" + _oLast.sub.id;
sFile = _oLast.path;
// Special case for Settings page cause its in an odd directory
if (sFile == "settings")
{
sFile = "tools";
sDir = "tools";
}
}
top.nav.location.replace(sUrl);
top.stage.frmPlatform.location.replace("/" + sDir + "/home_" + sFile +
".aspx");
}
}

4. Save and Close.
5. IISRESET

Good Luck,
Tony L

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

CRM PDA

Posted: 21 Apr 2005 03:55 PM PDT

Yes you can.

look at

http://flowfinity.com/products/mscrm.html

http://www.tendigits.com/

You can also download an addon to CRM for pocketpc access from
support.microsoft.com on the downloads site

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


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

Newbie Q: Login

Posted: 21 Apr 2005 11:07 AM PDT

Liam, whether your users are logged in "automatically" or not is depending on
a setting in their browsers. So you can turn this off in IE, and they will be
prompted to login...

/Per


"Liam" wrote:
 

MS CRM Integration with

Posted: 21 Apr 2005 10:19 AM PDT

I know of another company that specialises in this type of integration

http://www.ebridgesoft.com

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


"Brandon" <nospam.com> wrote in message
news:phx.gbl... 
this 
I 
of 

Importing Outlook contacts from .csv file

Posted: 21 Apr 2005 09:47 AM PDT

Thanks
Hi,
I managed to delete my initial contact imports using the SQL Enterprise
Manager by opening the ContactBase table of my CRM database, selecting and
then deleting all rows. There may be a more elegant way of doing it but that
appears to have worked on an otherwise empty database.

"berko tim" wrote:
 

I try to import our clients contacts from .csv to ms crm 1.2

Posted: 21 Apr 2005 09:45 AM PDT

Thanks a lot!

On the ie address bar, https://192.168.1.11:8098 ,which is the CRM server
IP address, then select [Tools]->[Import]->[Contacts]

On the wizard dialog, select [Next]->[Import contacts from a file], on the
next page, select a .csv file and select the delimiter as: Comma, qualifier
as: None.

Then [Next], select the CRM fields. then [Next], on the Translation
Information, click [Next], on the Map Field Values, select Bill To and Allow,
click [Next], on the next page click [Import].

After 5 sec wait. it says Total Records 1, Records Processed 1, Records with
errors 0. then click [close], return the main form which is called [My Home
page].

So where are my imported contacts info?

Cheers,
Jim

ACT to CRM help needed.

Posted: 21 Apr 2005 09:22 AM PDT

A Scribe Insight license costs $495 for a 45 day license and can be
renewed for I believe 10 days as required ( $100 or so each additional
renewal period - ie for bringing in a new lead list). I have used it
several times and not found any significant shortcomings.

All CRM objects have been updated in one weekend. Not sure how.

Posted: 21 Apr 2005 07:24 AM PDT

Did you change any security roles in the day before?. The consequential
changes propagate to all records' security descriptors and has the (mostly)
undesirable effect of changing the modifiedby dates of all affected records,
as I understand it. Such changes can take a day or so to complete depending
on the number of records in your system and performance


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

Bandwidth Requirements

Posted: 21 Apr 2005 01:38 AM PDT

Chris,
Microsoft has free, unlimited, technical pre-sales support for VAR's
which I believe is designed to answer just these kinds of questions...
Might as well get it right from the horse's mouth...

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

Custom field in report

Posted: 20 Apr 2005 08:19 PM PDT

but only version 11 available in market ...... will check with local BO
sales and support.

Thanks!!!!

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

CRM cannot render grids

Posted: 20 Apr 2005 02:14 PM PDT

Julian,

Thank you for replying. Unfortunately that did not solve my problem. I'm
still getting the same error. Do you have any other suggestions?

Thanks again.

"Julian Sharp" wrote: