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Microsoft CRM - Hyperlink in Crystal Reports opens a new browser window

Microsoft CRM - Hyperlink in Crystal Reports opens a new browser window

Hyperlink in Crystal Reports opens a new browser window

Posted: 14 Jun 2005 12:33 PM PDT

I've looked for this too. From what I have learned, this is available in
Crystal 10, which isn't supported in CRM 1.2, unfortunately. I've simply
resorted to instructing users to right click links and select "Open in New
Window" :(
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"ericwassberg" wrote:
 

Convert Opportunity to Account

Posted: 14 Jun 2005 11:39 AM PDT

Hi ,

I've just checked my opportunity , and there is no function to convert to an
account - One of the business required feilds on an opportunity is potential
cusotmer, which is either account or contact - are you sure you dont mean
lead??


Regards


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

Snapshot Agent Fails To Start

Posted: 14 Jun 2005 10:55 AM PDT


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

What happens if you try and start it? right click "start agent" - from
memory?

Easy way to validate isv.config syntax

Posted: 14 Jun 2005 10:52 AM PDT

Good point dave, like everyone else on this group probably, I have also made
a change to the ISV.config then restarted crm only to see a failure..I
always test the isv.config on a dev machine before rolling to production.

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


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

Port 80

Posted: 14 Jun 2005 09:56 AM PDT

I have set it to run on SSL ports. It is controlled in the Host Header
settings of IIS.
Pierre Hulsebus
EHTC.com

Reporting Services with CRM

Posted: 14 Jun 2005 09:03 AM PDT

David:

We use it extensively as we like it's implementation better than Crystal. We
are going to add a menu to our CRM that will have our reports listed on it.
The same goes for our clients.

There is a SQL Reporting pack for CRM on the Microsoft site also that gets
you started.


--

Sean Fullerton
MCSE,MCAD, MCT
eMonarch
www.emonarch.net
"David P." <microsoft.com> wrote in message
news:com... 

MS CRM integration with Sage / Quickbooks ?

Posted: 14 Jun 2005 06:19 AM PDT

On Tue, 14 Jun 2005 18:22:05 +0100, Julian Sharp
<sharpuk.f9.co.uk> wrote:
 
Should read QuickBooks SDK is for US version onlu 

Julian Sharp
Vigence for MS CRM in the UK
See my MSCRM blog http://spaces.msn.com/members/mscrm

salestage in crm standard

Posted: 14 Jun 2005 04:59 AM PDT

The Java code would be handy, do you guys know it or know of where to get the
code or a sample of this??

"Shashi" wrote:
 

Changing CRM Server IP Address

Posted: 13 Jun 2005 09:42 PM PDT

Dave,
Thanks for the response - had already done what you suggested
Cheers
Robin

"Dave Carr (dave- no com" wrote:
 

Cannot access workflow manager

Posted: 13 Jun 2005 08:06 PM PDT

My account has full privlages: enterprise admin, domain admin, schema admin,
crm admin etc. I installed the program while logged in as myself.

How can I run workflow manager from a workstation? Someone mentioned that
you dont run it locally on the server?

"Shashi" wrote:
 

Primary Contacts for Leads

Posted: 13 Jun 2005 06:33 PM PDT

Hate to disagree Sean, but CRM 1.2 definitely can associate a contact
with a lead. (Actually, it's more like associating a lead with a
contact, but...)

When you convert a lead, there is a field called "originatingleadid" on
the Contact that is populated with the lead that generated this
contact. You can click on it in the GUI to bring up the lead record.
This is a "one time" thing, in other words, you can't use it for
recurring marketing activities, e.g..

But yes, Leads are designed to handle the "first touches" of a suspect.
Web registration, trade show capture, CD of names all are good
candidates for leads...

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 in July,
VAST offers users one-click historical data ysis! (See 'What
Opportunities were pushed out last month!, for example.)
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

Unable to save an attachment to note in CRM - HTTP 405

Posted: 13 Jun 2005 06:03 PM PDT

Hi Rob,

The attachment is very small and the behavior occurs for all attachments.
We can not attach any files to notes or activities regardless of the size.
It appears that this might be related to some IIS error or possibly Windows
Server 2003 SP1.

Any help is greatly appreciated.

Thank you,
Donna

"Rob Bakkers" wrote:
 

sub-account

Posted: 13 Jun 2005 05:22 AM PDT

Darryl,
You'll need to set up (at least) 3 business units. The top level one
is already set up, that should be where the main account is owned. Put
people in that BU that can see everything throughout the corp.

Create one BU for each sales rep. (If you have more than 1 sales
manager, you'll want to get to at least a 3 BU deep structure). Set
role permissions so that each sales rep can only read stuff in their
own BU. When you assign subAcct A to Sales Rep 1, and subAcct B to
Sales Rep 2, those records will be "owned by" the sales reps BU, and
they won't be able to see each other's stuff.

Warning: don't play around with roles and BU's in your production
system, if at all possible! Moving records between BU's causes
extensive SQL updates, which can impact performance. Ideally, all of
the BU's and roles should be set up early in the dev process before
much data is in the system.

Good luck, 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 in July,
VAST offers users one-click historical data ysis! (See 'What
Opportunities were pushed out last month!, for example.)
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

AD & CRM Teams

Posted: 13 Jun 2005 02:39 AM PDT

Thanks.
This is probably the reason we cannot delete the team :)

"Sean Fullerton" wrote: