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Microsoft CRM - Reports from Side Bar Tabs

Microsoft CRM - Reports from Side Bar Tabs

Reports from Side Bar Tabs

Posted: 26 May 2005 05:19 PM PDT

Thanks John, appreciated, from that I can get the URL's of all of our custom
reports and add them easily

Perfect

Regards, Simon

"John O'Donnell" wrote:
 

CRM Starting Point

Posted: 26 May 2005 05:18 PM PDT

Hi John,

Thanks for that, really appreciated.

Simon ...

"John O'Donnell" wrote:
 

CRM 2005 - Wish List

Posted: 26 May 2005 11:45 AM PDT

That's odd . . . if the next version of CRM is feature locked . . . then why
were we told that the big delay until the end of the year was to give MS
time to implement suggestions from Partners who had seen the pre-release of
the next version? Could it be that we're waiting on a whole bunch of
dependent server products to release?

--
Brandon Smith
IT Director
Presentations Direct - Specialized Office Equipment & Supplies
http://www.presentationsdirect.com

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

Associating Contact to Competitors

Posted: 26 May 2005 09:47 AM PDT

Hi John,

Thanks for the reply. This is good to know. But what we'd also like to do is
to click on a Competitor and see those contacts that are empoyees of that
competitor. Just like when I click on Accounts I can then click on Contacts
and see only those people who belong to that account.

Please let me know if I'm not giving you enough details.

Thanks!

Eric

"John O'Donnell" wrote:
 

Knowledge Base cut and paste

Posted: 26 May 2005 07:46 AM PDT

Thanks Matt



"MattNC" wrote:
 

Citrix and CRM Urgent

Posted: 26 May 2005 07:25 AM PDT

In France they have only client infrastrucutre they have only file server in
the france not more then this all other servers are in UK and they want to
comunicate with UK via server and they just need CRM for France.

--
Regds

Henrik


"Matt Parks" wrote:
 

CRM Customization Exam

Posted: 26 May 2005 07:21 AM PDT

Hum, no, I have to say that I was quite satisfied with this eCourse. It uses
the Learn.com player, which is like a plug-in for IE. Images were clear,
sound too. Just one or two times, images were not consistent or the voice
was not following the text on the screen...


"AM" <com> a écrit dans le message de news:
com... 

[Post Callout] OrigObjectXml encoding

Posted: 26 May 2005 06:51 AM PDT

I'm puling the information out of the XML using string manipulation. I
basically use this method (and other methods I developped) :

public static string GetNodeValue(string input, string searchName)
{
if (input == null || searchName == null)
{
return String.Empty;
}

int rootStart = input.IndexOf('<' + searchName + '>');
if (rootStart == -1)
{
// Could be a node with attributes
rootStart = input.IndexOf('<' + searchName + ' ');
if (rootStart == -1)
{
return String.Empty;
}
}
int startIndex = input.IndexOf(">", rootStart) + 1;
int endIndex = input.IndexOf("</" + searchName + '>',
startIndex);
if (endIndex == -1)
{
// Empty node
return String.Empty;
}
string rVal = input.Substring(startIndex, endIndex - startIndex);
// XML also encodes ' to &apos;, which HTML does not.
// Normalize it here.
return rVal.Replace( "&apos;", "'" );
}

It comes from a Microsoft's Article :
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm1_2/html/mbs_crmcstmintpostcallouts1d21.asp

Thanks all for your help :)
Michael


"Matt Parks" wrote:
 

Deployment Manager on a PC?

Posted: 26 May 2005 01:31 AM PDT

Good stuff, thanks.

"Matt Parks" <com> wrote in message
news:com... 

cannot access from outside the domain

Posted: 25 May 2005 05:21 PM PDT

... good.. to address this next time, make sure you include the address of the
MSCRM server in the 'alllow popup' list of the pop up blocker you have..

"News Reader" wrote:
 

Data slugs in hyperlinks in email templates

Posted: 25 May 2005 01:09 PM PDT

Maybe I'm using the wrong terminology.

I know that it is possible to insert data from a case (or any other entity)
into an email template by using the Insert/Update functionality in the
template editor. This works fine in most cases, but when I try to insert a
case number, for example, into a link (e.g.
www.website.com/case.asp?caseno={!incident.caseno;}), the link gets ed
up when I save it.

Have you been able to do this?

Thanks,
Matt

"MattNC" wrote:
 

Setup can't start

Posted: 25 May 2005 09:07 AM PDT

Yes, it is.
I tried to stop every SQL service and launch CRM installation. I, obviously,
got an error saying it was unable to connect the SQL Server. I restarted all
services (including MS Search) and got the same error again. So the
installation program is able to ping and connect to the SQL Server.

Does the MS Search service has to have the "Log on as" setting equal to the
other SQL services?
Thanks guys for your help!
Mathieu.

"Peter Lynch" <com.SPAMFREE> a écrit dans le message de
news: phx.gbl... 

Setup Failed Crm 1.2 on sbs 2003 premium

Posted: 25 May 2005 07:54 AM PDT

All italian

I have a doubt. In the trial version the name of the domain must be
adventureworks.com? Is it a prerequisite?

"Greg" wrote:
 

Crystal Report Refresh

Posted: 25 May 2005 07:54 AM PDT

Yes I made an iisreset, and I published the changes.

"Greg" wrote:
 

CRM 1.2 for Pocket PC

Posted: 25 May 2005 06:52 AM PDT

My PocketPC doesnt have the 2003 edition; has anyone tried this with a
PocketPC device running an ealier version?


--
Thank You,

Troy



"Rob Bakkers" wrote:
 

Disaster Recovery for CRM 1.2

Posted: 25 May 2005 06:06 AM PDT

This information is available here:
http://www.microsoft.com/technet/prodtechnol/mscrm/mscrm12/plan/10_Bakup.mspx

KjellSJ
http://kjellsj.blogspot.com


"Troy" wrote:
 

crm custom reports

Posted: 25 May 2005 04:50 AM PDT

Brett the answer is simple. Do not retrieve data using odbc connections.
Simply use crystal through the APS connection

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


"brett" <com.au> wrote in message
news:googlegroups.com... 

Opportunity status reason value

Posted: 25 May 2005 03:17 AM PDT

Are trying to use the unpublished slugs method to populate a workflow
generated email (not a template) ? If so, it is not feasible to get slugs to
pull back picklist values (well, at least no-one has yet found a way and
published it in this newgroup). Believe me, many have tried. That's one of
their disadvantages.

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

Impoting notes / bulk changes od data

Posted: 25 May 2005 02:40 AM PDT

www.c360.com -- they have an add-on called SearchPac. SearchPac's Query
Manager lets you do bulk updates to the standard entities. You create a query
and it returns your results (like Advanced Find, only more complex queries)
and you can click the Actions menu and do a Bulk Update. However, it doesn't
expose the Price lists for queries or updates, which is why I recommended
Scribe. The next version of CRM is supposed to have something similar to
c360's SearchPac built into it, but I don't know if it will have the ability
to update pricelists.

Good luck!
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Mikkhail" wrote:
 

Page can not be displayed

Posted: 25 May 2005 02:01 AM PDT

Hi Dan,

tried to, but with no luck...

Could possibly be when I connected remotely to the server... so I
think you're right

Cheers

Adam

Programmatically put a message on a queue.

Posted: 24 May 2005 07:03 PM PDT

Hi Bill,

activity.Route(myAuth,strActivityId,ownerQueueId,M icrosoft.Crm.Platform.Proxy.ROUTE_TYPE_CODE.RTC_QU EUE,strQueueId);

Your syntax looks correct for the routing


This is our full implementation (and i can guarantee that this works...


Set up your Guids (User and QueueOwner - or even THe Queue you want)

try
{
Microsoft.Crm.Platform.Proxy.CUserAuth myAuth = RetreiveAuthUser();


// Set up the XML string for the activity
string strXml = "<activity>";
strXml += "<subject>" + taskTitle + "</subject>";
strXml += "<description>" + taskBody + "</description>";
strXml += "<activitytypecode>134</activitytypecode>";
strXml += "<ownerid type=\"" +
Microsoft.Crm.Platform.Types.ObjectType.otSystemUs er.ToString() +
"\">";
strXml += ownerId + "</ownerid>";
strXml += "<objectid>" + salesOrderId + "</objectid>";
strXml += "<objecttypecode>1088</objecttypecode>";
strXml += "</activity>";


// Create the activity
string strActivityId = activity.Create(myAuth, strXml, "");
//string strActivityId = "{3DE19BAE-971F-457C-8EC9-F74AC404BF17}";

Debug.WriteLine("\n\n\nActivity Id:" + strActivityId );

activity.Route(myAuth,strActivityId,ownerQueueId,M icrosoft.Crm.Platform.Proxy.ROUTE_TYPE_CODE.RTC_QU EUE,strQueueId);

}
catch (System.Web.Services.Protocols.SoapException err)
{
// Process the platform error here
throw(new Exception("SOAP Exception - RetreiveContract: " +
err.Detail.OuterXml));
}
catch (Exception err)
{
// Process other errors here
throw(new Exception("General Exception - RetreiveContract: " +
err.Message));
}


I hope this helps


Cheers

Alan



Bill Altmann wrote: 

Change Business Units

Posted: 24 May 2005 10:13 AM PDT

This sounds like a space issue on the database. Check the amount of space being
allocated to your database files. If you haven't been backing up your logs,
they may have expanded to take up the free space on your drive.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 24 May 2005 22:34:13 -0500, "John O'Donnell"
<com-nospam> wrote:

is the database in your C drive as well?

can you restart your server and try again. I have no idea what is the
minimal disk space that CRM can use before complaining. You might want to
try temporarily reducing your swap file size to increase free disk space.
This will let you determine what space is needed. I would be happier to see
your system with a couple of GB disk space free

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


"Bobby" <microsoft.com> wrote in message
news:com... 
an 
only 4 

Add User + dateTime line in case description when is updated

Posted: 24 May 2005 08:48 AM PDT

Thank you, I didn't know this ISV, I will take a look.

Sylvie

"CRM Customizer" wrote:
 

Log Files

Posted: 24 May 2005 08:26 AM PDT

Thanks for all the info! Verbose logging is a setting that can be changed
in a CRM .xml file that increases the amount of logging taking place. But I
believe this involves the Windows event viewer, not SQL server.

--
Brandon Smith
IT Director
Presentations Direct - Specialized Office Equipment & Supplies
http://www.presentationsdirect.com

"Matt Parks" <com> wrote in message
news:com...