Microsoft CRM - ISV Configuration |
- ISV Configuration
- Creating a Quote view changed ModifiedOn property?
- Views - Sort Order
- Urgent: Accessing CRM DB
- Custom Crystal Report with Sub-Reports error
- isv.config rollback to default value when publish new customization
- Adding a new Entity in MSCRM
- Demo of CRM
- Update 873262 Problem
- Tracking ID
- Display Date AND Time creation for Cases and Activities in Queue
- User's Guide
- Importing Adventure Works Data into Separate CRM Demo Database
- Importing Leads
- Integration with Siemens ISDX/realities telephony system
Posted: 09 May 2005 01:26 PM PDT Do I have to stop any services when changing this file? Also I have seen something about another ISV.config file and deployment not taking? Something about default settings replacing what changes were made. Can you shed some light on that "Matt Parks" wrote: |
Creating a Quote view changed ModifiedOn property? Posted: 09 May 2005 11:34 AM PDT The best way to check whether you are seeing exactly what you expect, is to do a select query directly against the sql database. In this instance I would probably be looking at doing something along the lines of a select to find all queries owned by a particular user, created within a particular timeframe, and including the modified on field in the output. While this technique is not an official one, it does not really fall into the unsupported, as it does not change the data in any way. However it does remove any possibility of changes by the opening the view, as you viewing the raw data. If this does prove that the modified date is always the current date, then you do need to work out what is updating the quotes, and workflow, as suggested by Matt, is a likely contender. -- Hope that this helps. Thanks Gill Opsis www.opsis.com.au "beam" wrote: |
Posted: 09 May 2005 11:30 AM PDT BizWorld wrote: Sorry for the confusing question. I want to change the order of the view names in the View: drop down. Not the order of records in the actual veiw. I've created 10 new views and they are listed in no particular order so it is hard for users to search through the list of views. |
Posted: 09 May 2005 09:58 AM PDT One thing to consider is how heavily used the custom application will be. If it is heavily used, it may slow down your CRM database. Another technique that may work for you is to back up your database daily (or more frequently), restore this into another database and to run you application agains this. Obviously, while this mitigates the speed problem it does mean that you users are only seeing the data that is up to the last backup. Whichever of these approaches that you take, I would advise that you consider it a temporary solution until you can move to an application that works in the supported way of using the Application layer and Web Services. -- Hope that this helps. Thanks Gill Opsis www.opsis.com.au "Matt Parks" wrote: |
Custom Crystal Report with Sub-Reports error Posted: 08 May 2005 06:59 PM PDT I have not hit a limit on sub reports yet as I have created reports with about 11 sub reports. -- John O'Donnell Microsoft CRM MVP http://www.mscrmfaq.us "Prue" <microsoft.com> wrote in message news:com... of but is minutes. there would them run subsequent fails 7fc3cd11f9f7f20.rpt. 7fc3cd11f9f7f20.rpt. after particular |
isv.config rollback to default value when publish new customization Posted: 08 May 2005 03:38 AM PDT Also, beware that this "backup" file gets "restored" when you import cusomtizations via Deployment manager. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Sun, 8 May 2005 23:41:01 -0700, "Rob Bakkers" <microsoft.com> wrote: The file should be located in the c:\Program Files\Microsoft CRM\Tools\Config, or wherever you installed Microsoft CRM. -- Rob Bakkers, Avanade Netherlands "Mike R" wrote: |
Posted: 06 May 2005 11:58 PM PDT Another option is simply to create an additional database and create want you want in there - then create asp.net pages that display within the context of your CRM windows - all easy enough to do as long as you dont need any joins across databases. Roger "Riz" <microsoft.com> wrote in message news:com... |
Posted: 06 May 2005 02:51 PM PDT Where are you based? Once you have viewed the online demos that John pointed you towards, there are many Microsoft Partners who would be willing to organise a customised demo for you if you are in their region. -- Thanks Gill Opsis www.opsis.com.au "Rob" wrote: |
Posted: 06 May 2005 01:57 PM PDT Figured it out. Tried to install it on the client and it said it couldn't find the CRM server. So the KB 873262 is wrong when it says to install it on the Outlook clients. -- Brandon Smith IT Director Presentations Direct - Specialized Office Equipment & Supplies http://www.presentationsdirect.com "Brandon" <nospam.com> wrote in message news:phx.gbl... |
Posted: 06 May 2005 08:03 AM PDT There aren't a lot of options. Many spam filters allow for configuration which the recipient "may" be willing to do to allow you emails through. Otherwise, you need to turn off the tracking ID which is done via a registry setting. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Mon, 9 May 2005 14:48:10 -0700, "Gill" <com.au> wrote: We have a prospective client where there is spam filtering, and it is causing a problem - I know this because I have problems getting my emails sent via our CRM to them. What are the options to resolve or reduce this problem, either from within CRM, or (in general terms since I do not have details of the specific spam filtering system that they are using) on the mail server or the anti-spam software. Thanks Gill Opsis www.opsis.com.au "Matt Parks" wrote: |
Display Date AND Time creation for Cases and Activities in Queue Posted: 06 May 2005 07:55 AM PDT Eric, While you can modify many views using the savedquerybase id, but I don't believe the service queue views are among them. That's just one of the issues with queues that our product, VAST, solves. There is also, within CRM 1.2, no way to track the changes in queue assignment. So your reps can play ping-pong with cases amongst your queues, without any management knowledge, except when irate customers call because they aren't getting their cases solved in a timely fashion. VAST tracks all changes in case assignment, across queues, and displays the date AND time that all case modifications occur. VAST will also give you an audit trail for all of your other CRM objects too, showing your users "Who Did What When" in Microsoft CRM. Please see our website for details. Regards, 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 |
Posted: 06 May 2005 04:27 AM PDT René Sorry René, I did not not mean that I was surprised. It seems to make sense to me that the user guide would only need changing when the application changes. In addition (in my opinion) there is so much customisation possible that most customers would need a custom user guide anyway. I guess that your satisfaction depends on what you are using it for, your expectations of it, and your business needs. Personally, I am using it heavily for customer service and it works very well for that, though too many button clicks are required. I look forward to that improving in the next release Peter "René Theil" <microsoft.com> wrote in message news:com... |
Importing Adventure Works Data into Separate CRM Demo Database Posted: 05 May 2005 09:52 PM PDT Oh is that so? :( Thanks anyway for your reply Matt, so I'm afraid we have to manually populate the database in that case... Was just hoping to make our work much easier then edit the 'scenarios' Thanks again... "Matt Parks" wrote: |
Posted: 05 May 2005 12:51 PM PDT right but I assume each lead has a unique not to import as well rather than just a generic note. Thanks for the suggestion though. -- John O'Donnell Microsoft CRM MVP http://www.mscrmfaq.us "Dave Carr (dave- no com" <com> wrote in message news:googlegroups.com... |
Integration with Siemens ISDX/realities telephony system Posted: 05 May 2005 02:12 AM PDT We specialize in connecting to any telephone system. What type of integration are you hoping for? Call popping ... ? www.voxwireless.com "Steds" wrote: |
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