Microsoft CRM - Navision Integration with Biztalk |
- Navision Integration with Biztalk
- Form customisation - default values and storage of picklist values
- Not able to type more than one character in fileds after customisaiton
- Licenses Question (Turn a Suite to a Customer)
- Root Business Unit can be disabled, believe it or not
- SFO Question
- Security - sales guys can still change acct names etc.
- CRM Crystal User Access
- Non-IE Browsers
- Workplace Display Order
- Customize Activities Views?
- CRM 1.2 Lead Activity History
- compare microsoft crm, legrand, act
Navision Integration with Biztalk Posted: 04 May 2005 04:47 AM PDT see my post in the BizTalk General newsgroup. In short "Yes". "Xavi" wrote: |
Form customisation - default values and storage of picklist values Posted: 04 May 2005 02:45 AM PDT From what I understnad in your example you never actually saved the contact you opened, hence it would not display 05/06 after changing the default to 06/07. This test should illustrate how the sytem works: Open a contact with the default set as 05/06, save it. Check the database - this record should now be set to 05/06. Change the default in the form customisation to 06/07. Open the same contact - it should still display 05/06. The form customisations, including default values will not affect records in the database in any way. The only time a record such as a contact is updated is when a change is made in the record within CRM and you save it. The only thing default values are doing is suggesting a value for you to save. Does this make sense? Dan "JB" wrote: |
Not able to type more than one character in fileds after customisaiton Posted: 04 May 2005 02:34 AM PDT Good tip. I'll check it out and let you know. There might be a couple of letters unknown to the en-us alphabet :) |
Licenses Question (Turn a Suite to a Customer) Posted: 04 May 2005 12:30 AM PDT Thanks a lot Ronald, This is exactely what I want :-) Eric "Ronald Lemmen" <RonaldL@-REMOVETHIS-avanade.com> wrote in message news:com... |
Root Business Unit can be disabled, believe it or not Posted: 03 May 2005 11:31 PM PDT Tnx Don, Problem is now solved, root unit is enabled. But I'm still confused how could this happen. I'll try to update my system with mos recent patches and fixes. -- ... Bojan Buhac MCT, MCDBA, MCSA, MCP "Dan Quinton" wrote: |
Posted: 03 May 2005 06:25 PM PDT Sorry a couple point I forgot to mention in my last post. When you said "you can restrict contacts by restricting them in the CRM web client." what did you mean by this? Following a fresh installation of SFO on a new laptop we created a contact in the CRM. This laptop had not previously been offline/replicated. The newly created contact still went directly to the contacts folder of outlook. Also, we noticed that when the contact is deleted from the CRM it is not removed from the Outlook contact section, although it did remove the body of the contact (address, phone, company etc etc) leaving first name and last name only. We realise that this is probably the way this part of it works but I would have thought that the realistic way to do it would be to removed the lot. Thanks again! Cheers, Nathan "Nathan Warner" wrote: |
Security - sales guys can still change acct names etc. Posted: 03 May 2005 01:52 PM PDT Hi Matt, It is with existing records, but even still it's been two weeks - I can't imagine the roles would take that long to propogate? The "hidden" shares is a possibility, except that I've asked several of the guys to try to change different accounts, and it still consistently lets them (so it doesn't seem like a one-off sharing capability)... "Matt Parks" wrote: |
Posted: 03 May 2005 07:43 AM PDT I don't think that is possible. Perhaps you could edit directory security for reportmanager in IIS and limit access to certain IP addresses? Dan "Adam DeLaney" wrote: |
Posted: 03 May 2005 07:38 AM PDT No way around this,....but theres two options, either give them a terminal services account on the server and they can access CRM that way (I've done this from linux, so I know it works), or....try to emulate IE in Linux, theres various articles on how to do this, but I never got around to getting this to work, but its worth a shot.... -Gary "Robert Smith" <microsoft.com> wrote in message news:com... |
Posted: 03 May 2005 07:23 AM PDT On the settings queues page i see them in the proper order ie: Alerts Archive Backup Archive CustomerService IDS_* MS_* But on the workplace page they are in randon order : MS_Wl1 IDS_Alerts MS_Adduser alerts archive CustomerService "Rob Bakkers" wrote: |
Posted: 03 May 2005 06:32 AM PDT Thanks a lot, I found this list if that can help some people on this ng: 00000000-0000-0000-00AA-000010001899 My Activities 00000000-0000-0000-00AA-000010001900 Open Activities 00000000-0000-0000-00AA-000010001901 Closed Activities 00000000-0000-0000-00AA-000010001902 All Activities 00000000-0000-0000-00AA-000010001903 Activities Associated View 00000000-0000-0000-00AA-000010001911 Homepage 00000000-0000-0000-00AA-000010001951 Sales Process Activities Subgrid 00000000-0000-0000-00AA-000000666100 Activities Advanced Find View 00000000-0000-0000-00AA-000010002000 Associated View: Notes 00000000-0000-0000-00AA-000010001203 Associated View Opportunities 00000000-0000-0000-00AA-000010001204 Articles 00000000-0000-0000-00AA-000010001205 Associated View: Teams 00000000-0000-0000-00AA-000010001206 Associated View: Competitors 00000000-0000-0000-00AA-000010001207 Associated View: Business Units 00000000-0000-0000-00AA-000010001208 Associated View: Roles 00000000-0000-0000-00AA-000010001209 Articles - Manage KB Search 00000000-0000-0000-00AA-000010001210 Associated View: Contacts Eric "Rob Bakkers" <microsoft.com> wrote in message news:com... |
Posted: 02 May 2005 01:32 PM PDT Hi Matt, Great suggestion! Thanks, will give that a go. Shauna "MattNC" wrote: |
compare microsoft crm, legrand, act Posted: 02 May 2005 11:54 AM PDT Thank you for your prompt response Matt I can see an advantage in using a microsoft product for integration with the rest of the suite. I will find a partner in wellington NZ to get more detailed advice "MattNC" wrote: |
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