Pages

Search

Microsoft CRM - "History" feature for CRM

Microsoft CRM - "History" feature for CRM

"History" feature for CRM

Posted: 30 Jun 2005 11:48 AM PDT

Yes, this is what I also think... I can easily imagine the database growing
and growing ...
Well, thanks again Peter!

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

"Microsoft Search" event filling up log

Posted: 30 Jun 2005 11:19 AM PDT

Its not an error though, just information that the Microsoft Search service
completed a process, which is absolutly fine, and is required for CRM, but
its a useless message,....I don't need an event that shows me things are ok,
I need warnings and errors, and this event type floods the log and doesn't
allow that :(

You can view the server in SQL Enterprise Manager, but theres no option to
either slow down the interval, much less lower the event threshold (like you
can in exchange). According to the usenet post, it seems that this option is
likely in the 2005 version of SQL, but I can't confirm this....


-Gary

"Mathieu Cloutier" <com> wrote in message
news:phx.gbl... 

CRM system Usage monitoring

Posted: 30 Jun 2005 09:11 AM PDT

Take a look at Vast's add-on (www.vscrm.com). It is supposed to handle
auditing functions for CRM activity.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Cirrus" wrote:
 

T-SQL for state and status codes

Posted: 30 Jun 2005 08:16 AM PDT

U da man...
Thanks.

"Peter Lynch" wrote:
 

View of Contacts Associated to Account

Posted: 30 Jun 2005 06:39 AM PDT

Thank you. I didn't realize the view from account/contacts as the same as
contacts. Worked perfect.

Thanks again.

"Daniel Rodriguez" wrote:
 

Missing Microsoft CRM Key

Posted: 30 Jun 2005 05:24 AM PDT

This typically means that you have not installed the CRM Exchange ROuter. This
is required to send email.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 30 Jun 2005 13:24:19 +0100, "Joe Spenceley" <com> wrote:

Hi,

Learning my way around Microsoft CRM when I got the following message.

'Missing Microsoft CRM Key'

This came up after I.

Opened an account.
Clicked Send Email
Clicked on Send.

Any ideas why and how to fix this?

Cheers,
Joe
when I attempted to send an email to an account

Send a CRM Email

Posted: 30 Jun 2005 12:50 AM PDT

Hi Michael,

One way to do it, is to go to the contacts view, using the Microsoft CRM
shortcuts installed when installing the Sales For Outlook client, end sent
the e-mail using te Action drop-down the top left part of the list while the
contact is selected.

If you want to send the e-mail using the CRM-toolbar in Outlook, you have to
synchronise the CRM contact to your Outlook Contacts list.

Regards,
Henning B. Jespersen
(WM-data, Denmark)


"Michael MARTIN" <microsoft.com> wrote in message
news:com... 

onchange with lookup fields

Posted: 30 Jun 2005 12:47 AM PDT

Here is the code. Hope it will help:

//================================================== ================
<script language="javascript"
src="/_controls/lookup/Lookup.js"></script>
<script language="javascript"
src="/_controls/lookup/LookupDialogs.js"></script>

<script language="javascript">
function SetProductIdLookupValue(productId,productName){

var lookupField;
var lookupItems = new LookupItems();
var lookupItem = new LookupItem();


//productId - GUID
//productName - Name/Description that actually shows up on the lookup
field
//Note that Wherever 1024 is used appropriate objecttypecode should
be used eg: 1088 for SalesOrder
//Even in html, the icn file would be ico_16_OBJECTTYPECODE.gif eg:
ico_16_1024.gif

lookupItem.id = productId;
lookupItem.name = productName;
lookupItem.html = "<IMG class=lui src=\"/_imgs/ico_16_1024.gif\">" +
productName;
lookupItem.type = "1024";
lookupItem.values = new Array();
lookupItem.keyValues = new Array();

lookupItems.items.push(lookupItem);

lookupField=crmForm.productid.previousSibling.getL ookupField();
BuildField(lookupField, lookupItems);


crmForm.productid.value = productId;
crmForm.productid.otype = "1024";

}
</script>
//================================================== ================

Good Luck!

Thanks,
Maruf

On Create Workflow not working

Posted: 29 Jun 2005 01:44 PM PDT

OK, I realized what I was doing wrong. I had worflow rules using the
Complete and stop processing function after an IF statement instead of just
Complete. THe Complete and stop processing rule, stops any further rule from
running. My mistake.

"Reichert" wrote:
 

Default View Advanced Find

Posted: 29 Jun 2005 11:16 AM PDT

Great tip!

But remember, this is a customisation classified by Microsoft as not
supported, and hence it may not be upgradable to the next version comming
late this year.

Regards
Henning B. Jespersen
(WM-data, Denmark)


"Pascal van Paridon" <Pascal van microsoft.com> wrote in
message news:com... 

SFO doesn't work after installed. [Home] is blank.

Posted: 29 Jun 2005 09:25 AM PDT

C:\Program files\Microsoft SQL Server





"CEO" <com> skrev i en meddelelse
news:com... 

Can't Login to CRM

Posted: 29 Jun 2005 04:09 AM PDT

Thanks Jeff, nice to know i'm not the only one with this problem. I'll let
you know if i manage to solve it.

"com" wrote:
 

Cisco IPCC integration

Posted: 28 Jun 2005 10:07 PM PDT

Thanx a ton. That helps!

---
Regards

Parasuraman

Henning B. Jespersen wrote: 

Passing Parameters to asp page – Please Help

Posted: 28 Jun 2005 10:01 PM PDT

Thanks for the reply. I am not familiar with xml parsing in c#, can you
point me to a link or example that would allow me to preform this action.
Thanks again.... eric

"Matt Parks" wrote:
 

CRM Sales for Outlook - Can you create or look at Cases?

Posted: 28 Jun 2005 03:06 PM PDT

Is there a 3rd party application that might address this need in the
short-term?

--
GT


"GT" wrote:
 

When the customer's phone come in, I wish the CRM service/CASE pop

Posted: 28 Jun 2005 09:19 AM PDT

This can be achieved by having MS CRM integration with a CTI solution.
CTI will integrate voice and data and populate it on the MS CRM screen,
with appropriate integration

---
Regards

Parasuraman K

Uninstalling CRM under a different profile

Posted: 28 Jun 2005 08:29 AM PDT

Hi.



We had an similar problem, and finally got the SFO and local database off.
We removed all files in c:\program files\microsoft CRM and all the local
database files. Then we cleaned the registry with Ace Utilities.



A lot of work. It would have bin faster to delete the partition on the local
computer, install Windows, Office and SFO.



Jacob Mondrup

IT Manager, Cultivator Denmark


"STH" <microsoft.com> skrev i en meddelelse
news:com... 

Microsoft Business Solutions Certified Professional

Posted: 28 Jun 2005 07:41 AM PDT

Not as far as I know - let me know if you find out!

"Nidhi Dham" <microsoft.com> wrote in message
news:com... 

Change of BU in MS CRM

Posted: 28 Jun 2005 06:23 AM PDT

GREAT. :-))

Thanks a lot!

Jacob


"Michael MARTIN" <microsoft.com> skrev i en
meddelelse news:com... 

Inserting notes

Posted: 28 Jun 2005 05:52 AM PDT

I would stay away from using the DMF to add data to existing records. As you
noted, it is designed for conversion purposes and does not work well for this
type of processing. You could do this with something like Scribe or SDK calls.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 28 Jun 2005 23:01:02 -0700, "Mikkhail"
<microsoft.com> wrote:

But is it possible to use Data Migration Framework to insert notes? I read
DMF is intended only for initial data to migrate. If I run DMF on existing
data, will it corrupt any of the existing data?

Thanks, M

"mattg" wrote:
 

Advanced search with criterias from Account and contact

Posted: 28 Jun 2005 01:38 AM PDT

Mattias,
Several ISV's have this capability, but FYI, MS has already demoed that
they are adding this to CRM 2.0. HTH,
Dave

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

To download a fully functional trial version of VAST, the Visionary
Audit System Tools for Microsoft CRM, visit
http://www.vscrm.com/trial.htm
Partners, be sure to come by booth #806 at the WPC to see our new VAST
Insights historical data query tool in action!

Required Fields

Posted: 27 Jun 2005 03:15 PM PDT

Erin,
If at least one address type will always be required, (and if these are
the only three you are looking at storing) you might be able to get
away with just setting the 'Business Required' flag on a picklist
called 'Address Type'.
HTH,
Dave


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

To download a fully functional trial version of VAST, the Visionary
Audit System Tools for Microsoft CRM, visit
http://www.vscrm.com/trial.htm
Partners, be sure to come by booth #806 at the WPC to see our new VAST
Insights historical data query tool in action!

Primary Contact for Opportunity

Posted: 27 Jun 2005 10:56 AM PDT

You aren't going to get the stock app to do what you want it to do. If you
really need this, then you need to look into the SDK to see how you might
acccomplish it there, but I think you are in for a lot of rad blocks.

Why does the client insist on the Oppy being tied to the Account? Having it
tied to the Contact is the designed solution for this.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 28 Jun 2005 12:48:01 -0700, "Voni" <microsoft.com>
wrote:

Hi Dave and Matt,

Our customer does want the Opportunity linked to the company record, but
also needs to have the contact information available to them. On the
Administrative page there is a link to the lead record, but not the contact
created.

I tried to map from the lead record to the opportunity record the Contactid.
It wasn't successful, so tried from the contact record to the Opportunity
record....still not right.

Can I just add to the Opportunity mapping or schema the contactid, and show
it in the opportunity screens?



"Dave Carr (dave- no com" wrote:
 

Adding tabs to a form

Posted: 27 Jun 2005 10:30 AM PDT

Thanks a lot for this information, Dave. It'll help me with my
customization. :)

Mathieu.

"Dave Carr (dave- no com" <com> a écrit dans le
message de news: googlegroups.com... 

Users experiencing Slowness @web client

Posted: 27 Jun 2005 09:31 AM PDT

DNS DNS DNS
"Venkat Bendalam" <microsoft.com> wrote in
message news:com...