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Microsoft CRM - Goldmine Import

Microsoft CRM - Goldmine Import

Goldmine Import

Posted: 09 Jun 2005 01:38 PM PDT

One word guys,

GoldMine can run on SQL or dBase (It is a Floor Wax and a desert
toping)

Scribe...
They have a template set up to migrated a GoldMine Database to MSCRM.
You can do this project with this tool in a few hours.

I my humble opinion....The Microsoft Data migration Utility is a major
challenge. Not for the faint of heart.

Look into Scribe.

Thanx
Pierre Hulsebus
www.ehtc.com

Does anyone know of a good tool to edit XML?

Posted: 09 Jun 2005 11:29 AM PDT

Visual Studio doesn't do this from my knowledge.

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

include field on record that tells whether it has a note or not

Posted: 09 Jun 2005 08:41 AM PDT

Basman,
There are several third party products that show you 'activity history'
on the account, and that can get you what you want. One thing not
everybody is aware of, however, is that any note in CRM can be updated,
even months after it was originally written! If you'd like to stop
this 'revisionist history', our product, VAST, tracks all changes to
CRM objects, including notes. Our Summary views then show you all of
the notes, activities, etc. linked to the <acct, oppy, etc.>. Once
difference between VAST and the other products is that we would also
show you any CHANGES to notes (or the opportunity close date, etc.)
that occurred on that record, or anything linked to that record. HTH,

Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

Come by our new Booth #806, across from the MSCRM pavilion at
Microsoft's Worldwide Partner Conference to see the latest
enhancements in our VAST product!
VAST - THE auditing solution for Microsoft CRM 1.2, VAST shows you
"Who Did What When" in Microsoft CRM, and with release 1.2.5,
VAST now offers users one-click historical data ysis! (See 'What
Opportunities were pushed out last month!')
To download a fully functional version of VAST that works against the
AWC DB, get more info, or to order, visit http://www.VSCRM.com

Website Integration to MSCRM

Posted: 09 Jun 2005 05:55 AM PDT

that might make it complicated considering the SDK is based on the .NET
platform......

-Gary

"Jo Hughes" <com> wrote in message
news:googlegroups.com... 

Changing the Primary column in a view

Posted: 09 Jun 2005 04:48 AM PDT

Good point well made. No matter how I look at this issue. I can not imagine
why someone would want to search on title. Can you see a situation where
someone calls you up to say that the title of their support incident is "One
flew over the cukoos nest". Surely other than the case ID, the contact name
or Account name should be set as the primary/secondary fields at least that
would still work with the address book at the bottom of the page.... sorry,
felt a rant was in order.

I think Jo is onto something, though I ran into difficulties and have
trashed the crm database, but hey it's worth it to find a way round this
issue. If anyone else has any ideas I'd be glad to hear them.
cheers

"Dave Carr (dave- no com" wrote:
 

Crystal and subject tree

Posted: 09 Jun 2005 03:18 AM PDT

Thanks Dave, I did it using an unsupported trigger on the incidentbase table
;-)


"Dave Carr (dave- no com" <com> wrote in message
news:googlegroups.com... 

Crystal Help

Posted: 09 Jun 2005 02:03 AM PDT


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

Thanks, I have since read that on a web site and modified my approach to use
the CRM services only.

Latest Version of CRM

Posted: 09 Jun 2005 12:18 AM PDT

Version 1.2 is the latest and as far as I know "Version 2" WAS due a lot
earlier but now looking to be December this year if not Jan 06.
We have an online demonstration for Version 1.2. If you would like log-in
details for a look at this please e-mail us at: com.au
Hope this helps.
Regards,
Nathan

"Neelima" wrote:
 

Audit Trail of Sales Process

Posted: 08 Jun 2005 06:02 PM PDT

Having spent about 2 man months trying to do just this for a client, I
finally gave up and downloaded VAST - works perfect and the client, and
now me, are thrilled! Definitely suggest you save yourself the
headache of trying to figure this out on your own.

Assign Picklist value to another Picklist

Posted: 08 Jun 2005 12:46 PM PDT


If you are using scripting in the Onchange event, MSCRM does not allow you
to ADD values from one picklist to another. Meaning, that if one of your
picklists do NOT have any values assign to it, you cannot add values through
scripting.
You can SET the value of one picklist according to the selected value of
another picklist. In order for this to work, both picklist must already have
values assigned.


Your first line "crmForm.territorycode.value=crmForm.CFPListado.va lue"
assigns the Text value of the picklist.
The Second line
"crmForm.territorycode.returnValue=crmForm.CFPList ado.returnValue" assigns
the integer value of the picklist. To properly set the value of a picklist,
both lines are necessary in your script followed by an explicit "click()"
like this...

crmForm.territorycode.value=crmForm.CFPListado.val ue;
crmForm.territorycode.returnValue=crmForm.CFPLista do.returnValue;
crmForm.territorycode.click();
--
Carroll Little
Vis.align, LLC
www.visalign.com


"Daniel Rodriguez" wrote:
 

Triggering Manual workflow from Onchange event

Posted: 08 Jun 2005 06:11 AM PDT

Julian,
David is on the right track. But if it's possible in your process for
that field to be changed more than one time, then you may find it
better if you restructure the rules David suggested slightly, to create
a recursive workflow rule.

To do so, do the following:
1) Create a manual workflow rule "Change Case Owner". First step
should be a wait for condition, as David said. Once the wait for
condition is satisfied, do your action to change the owner of the case.
Save the rule.
2) Add an entry to the picklist, something that will signify that the
case owner has been changed... If one picklist item is "Assign to
<This> Queue", you could add a new picklist item stating "Assigned to
<This> Queue (and put all of these 'assigned to' rules past an option
that stats '--- Options below here for system use only ---' to give the
users some online hints).
3) Open that same rule up again. Add an action to update the picklist
value to this new "Assigned" value. Then, add a final action to exec
this exact same "Change Case Owner" rule to the bottom of your script.
Save and activate that rule.
4) Create an OnCreate workflow that has one action to simply exec this
exact same "Change Case Owner" rule...

Now, whenever a new case is created, this OnCreate rule will fire, and
the recursive rule will be created, and will wait (forever) for the
condition you specified to occur. Once it happens, it will change the
owner, and then get ready to process again.

You can create multiple recursive rules and kick them all off from the
OnCreate rule. (Note: this WILL add a bunch of workflow rules that
hang out forever in your system, but it does not seem to have an
adverse effect on workflow rule performance.

Also, to start this off for all of your existing open cases, you can
select all cases (or at least 100 at a time) from the Case grid and
"Apply Rule", selecting the "Change Case Owner" rule from the list...
HTH,

Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

Come by our new Booth #806, across from the MSCRM pavilion at
Microsoft's Worldwide Partner Conference to see the latest
enhancements in our VAST product!
VAST - THE auditing solution for Microsoft CRM 1.2, VAST shows you
"Who Did What When" in Microsoft CRM, and with release 1.2.5,
VAST now offers users one-click historical data ysis! (See 'What
Opportunities were pushed out last month!')
To download a fully functional version of VAST that works against the
AWC DB, get more info, or to order, visit http://www.VSCRM.com

Import of XML on Virtual Machine

Posted: 07 Jun 2005 04:12 PM PDT

Agree with Dan, the errors are not always something to worry about.

Does the VM CRM server have the same base US or UK language as the CRM
server which you configured your XML schema?

Opportunity error

Posted: 07 Jun 2005 04:07 PM PDT

Thanks for the reply!
Yeah it was partially due to AD, more directly user securities. We have
imported a new edit.aspx (form changes) and the file didn't have the rights
from both of the domains applied to it. So all users could access it apart
from the two in the other domain. Once these security settings were
applied/changed and sufficient access was granted to this file we then all
users able to access it sucessfully.


"Mark Anthony" wrote:
 

Cannot add user to CRM

Posted: 07 Jun 2005 02:33 PM PDT

Thank you Peter,
That should be helpful!

"Peter Lynch" wrote: