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Microsoft CRM - new to MS CRM - Please help

Microsoft CRM - new to MS CRM - Please help

new to MS CRM - Please help

Posted: 08 Jun 2005 07:07 AM PDT

Julian,

thanks for your prompt reply. I tried to download
the SDK from MSDN but only the help file is present
in the SDK download. package.
Can you suggest another link where I can download the
latest version?. Does the small business server need to
be installed prior to installing CRM?

Thanks again,

Carlos.

"Julian" <local> wrote in message
news:phx.gbl... 

Obtaining Crystal Reports V9.2.2 in the UK

Posted: 08 Jun 2005 06:26 AM PDT

Ah I see! Excellent thanks Julian, I'll go and buy myself a copy then!

I'll give you a shout if I need your help!

Thanks a lot

Microsoft crm server requires indexing service to be configured an

Posted: 08 Jun 2005 03:05 AM PDT

It should be "Automatic" - I had typed to fast without reading, if its
already set to automatic thats fine


"Colin Foster" <microsoft.com> wrote in message
news:com... 

Add New Business Unit to CRM with existing Business Unit in place

Posted: 07 Jun 2005 02:26 PM PDT

Dave .. thank you for your input and advice.

I'm hoping to begin the process over the weekend. Hopefully MS Support
will be so kind as to email me the script ahead of time :)

RK

Dave Carr (dave- no com wrote: 

I have to rant a little bit...

Posted: 07 Jun 2005 09:38 AM PDT

All we want to do is this.

All of the product forecasting reports work against Opportunity Product. So
if we want to know forecasted revenue by product we need to put in
Opportunity Products. Opp Products is where I feel they should go as well.
Our customer is a software/services firm and they don't have fixed prices.

When looking into opp products all you can edit is the quantity. You CANNOT
change the price-per-unit, or the baseamount. They are looked up in the
background from the PriceList table. All I want is this:

On opp products, I want to enter the price-per-unit and quantity. The
system can calculate the amount total for me. Then it would update the
amount of the opportunity.


I don't want to force my customer to create a quote when it is way to much
overkill for them.
"Pierre Hulsebus" <com> wrote in message
news:googlegroups.com... 

New Updates in the CRM

Posted: 07 Jun 2005 09:18 AM PDT

Yes, there is an add-on that helps with this issue, it's called VAST
Insights, and we'll be releasing it at the WWPC in July! VAST already
tracks all changes made, and with our next release we're adding
significant functionality that will allow the user to easily mine this
historical data to do exactly what you are looking for... Please give
me a call or send an email, and I'll see that you get the demo as soon
as it is ready... 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 offers users one-click historical data
ysis!
See 'What Opportunities were pushed out last month!', 'More
Likely Opportunities', etc!
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 register CRM Security Service

Posted: 07 Jun 2005 08:52 AM PDT


Uninstall CRM fully, following the Installation Guide for uninstallation

Then add the CRM and SQL server AD accounts, and the service accounts (where
not Local System) to the Pre-Windows 2000 Compatible Access Group, and
reboot the servers, BEFORE installation. This requirement is spelt out
clearly in the MSCRM Installation Guide. (except for the reboot - thats my
idea)

"Andrea Cogliati" <com> wrote in message
news:BECC8F1B.39C80%com... 

loading CRM

Posted: 07 Jun 2005 08:00 AM PDT

Did you add domain admins as a SQL security login and with a role as system
admin?

"co.za" <microsoft.com>
wrote in message news:com... 

Implementing single MSCRM system in UK and US

Posted: 07 Jun 2005 07:53 AM PDT

"Peter Lynch" <com.SPAMFREE> wrote in message
news:%phx.gbl... 
or 
Well Microsoft PTS are telling me that I cannot do what I want and must get
the US to access the UK via Terminal Services.............

CRM mail router

Posted: 07 Jun 2005 03:02 AM PDT

OK, I now, but need I install to default web, or I can create a new one?

Mike R pÃÅ¡e:
 

Municipality CRM system

Posted: 07 Jun 2005 02:56 AM PDT



"Dereck" wrote:
 

conflict tables in MSCRM database

Posted: 06 Jun 2005 11:49 PM PDT

The conflict tables are used in tion and are a normal part of the
installation. You don't need to worry about them, and you'll probably never
need to look at them again!
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Mathieu Cloutier" wrote:
 

Connection error during data migration

Posted: 06 Jun 2005 11:36 PM PDT

The CRM Server is installled in the same machine as SQL Server. Basically,
the setup topology is as below:
i) SQL Server is already up and running before CRM installation.
ii) MSCRM is installed.
iii) Using Web Application, I have created the necessary user with roles and
licenses. This means that the CRM database in the SQL server is working fine
right.
iv) Then I install the CRM Data Migration software.
v) Run the InitializationTool.exe and transfer data using Data
Transformation in Enterprise Manager.
vi) Then I run the MigrationTool.exe and the error occurs.

FYI, I've tested this data migration on a test server previously and the
MigrationTool.exe can be run successfully. The difference between these 2
servers is that they are under different domain. Thanks.

"Brian W" wrote:
 

MSCRM Workflow Service

Posted: 06 Jun 2005 11:22 PM PDT

I couldn't really say if it's related, nothing to indicate that it is though.
One thing I'm
curious about, the error you posted was from the user Sincere Tjandra, is
this the
user that has been testing or the user you are using?

If you go to the Workplace, create a new email and send it to Sincere
Tjandra, does
it send ok?

Dan

"Carrie" wrote:
 

Urgent: CRM Crashing

Posted: 06 Jun 2005 02:39 PM PDT

Biz,
Sneaking suspicion here.. HOW did you update the relationship between
contacts and accounts? Did you use the CRM UI, or did you do a
back-door SQL query? If the latter... I hope you have a backup...

And what is the "CRM Entry module"?

You can only use the API or the GUI or an approved tool like Scribe to
modify the data in CRM. NEVER update CRM data directly! (I have over
a decade of everyday T-SQL use, and I can tell you from painful
experience with CRM 1.0, you WILL mess up the database if you do any
significant data updates directly to SQL... Just say no...

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 offers users one-click historical data
ysis!
See 'What Opportunities were pushed out last month!', 'More
Likely Opportunities', etc!
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

Lead Modify Date not changing for all actions.

Posted: 06 Jun 2005 01:40 PM PDT

Eric (and Brian, and Matt),

Several users feel the same way you do Matt - if they change anything
associated with a lead, then that lead should appear "modified". There
is no easy way to do this in the core CRM product. c360's Activity
Summary can show you this information today, although it requires
another click or few to get there. Activity Summary is supposed to be
part of the new CRM product, as well.

However, there is still no easy way to, for example, get a list of the
Leads that have had NO activity (no phone calls, no tasks, no changes
to the data). And that's why we're adding that functionality to our
VAST product. At the WWPC in July, we'll be demoing our new "VAST
Insights" product that utilizes the CRM changes VAST captures to give
users 'one-click' access to their historical CRM data. With VAST
Insights, users will be able to see, for example:
- Leads with no activity in (the time period they choose)
- Leads WITH activity (this week, month, etc.)
- Opportunities that were pushed out (estimated close date was
increased, again, during a user-specified time period).

Please send me an email or give me a ring if you'd like to discuss
further. 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 offers users one-click historical data
ysis!
See 'What Opportunities were pushed out last month!', 'More
Likely Opportunities', etc!
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

access privilege to send bulk email

Posted: 06 Jun 2005 01:15 PM PDT

Hi -



This was a post from another newsgroup - It worked for me and I've heard
others have used it successfully.

BTW on another topic, be aware that a known bug is that the 'send direct
email' function ignores the 'do not email' settings. this could lead to
inadvertant spam if users assume that users who have 'do not email' set
won't receive bulk mail.



Good Luck -

Scott Sewell





I was having exactly the same problem - only Domain Admins could send Direct
E-Mail.



Looking in the event log on the server you have the CRM Exchange Connector
installed, you are probably seeing an event from DCOM with event ID 10016
which tells you that the user does not have "Local Activation" rights for a
particular object.



To fix this, load up the "Component Services" Admin Tool, and expand out the
tree

"Component Services" --> "Computers" --> "My Computer" --> "DCOM Config".



Right-Click "CrmBulkMailService" and select "Properties." Go to the
"Security" tab, and then select "Customise" under "Launch and Activation
Permissions". Click "Edit", and set permissions as needed - simplest way is
to make a Global Group called "CRM Users" on your DC, add all CRM users to
it, and grant it Local Launch and Local Activate permissions.



Once you've done that, your Direct E-Mail should work - it worked here...

--

Regards,

Mike Insch



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

vpn access & host headers

Posted: 06 Jun 2005 11:40 AM PDT

Rodger,
If your VPN connection is functioning correctly then when you initiate a vpn
connection you are virtually in the network! This means that you have an IP
or virtual IP on the same subnet of the office network (if you are not sure
how to test this type "cmd" into the run command and then type "ipconfig
/all" and this will tell you your IP addresses). If this is the case then,
the host headers (if working internally) will function the same as when you
are in the office when you have connected your vpn. Is your Router the VPN
unit? if so then it should not need to route any traffic if you will have
network access anyway! But if you are using the external IP eg
http://61.0.0.0 (port 80 by default unless other specified) to access from
the web then yes your router will need to pass port 80 traffic to your server
IP using NAT policies or whatever address translation your router uses. Host
headers are not required if accessing the crm from the web.

Regards,
Nathan

"Roger" wrote:
 

Disable Replication

Posted: 06 Jun 2005 10:29 AM PDT

Thanks to both.

S

"Mike R" wrote:
 

Times of activities on the home page

Posted: 06 Jun 2005 07:44 AM PDT

What we did was we developed a solution where we put the 'time' in the
Activity Subject' so it appears on their home page.

Merging to email via Word

Posted: 06 Jun 2005 07:12 AM PDT

Please ignore my previous comment!


"Peter Lynch" <com.SPAMFREE> wrote in message
news:phx.gbl... 

URGENT: Unable to access crystal

Posted: 06 Jun 2005 07:01 AM PDT

There is a knowledge base article 875086 that lists about 12 different steps
to resolve this. They recommend completing 1 step at a time and then trying
to access reports after each individual step (if one step works you do not
have to go through all 12 resolutions.
We had this problem and resolution five worked for us.

"BizWorld" wrote:
 

connecting to CRM data

Posted: 06 Jun 2005 05:06 AM PDT

On Mon, 6 Jun 2005 06:35:12 -0700, "java.equals(cool)"
<microsoft.com> wrote:
 

As long as you are only reading data from CRM or updating existing
items there is no problem with using conventional SQL. It also means
that you have a much wider choice of language in which to implement
your solution. If you want to create objects in CRM then many objects
include a 'security descriptor' which is not sufficiently doented
to allow you to create it outside of their API so the SDK may be a
better bet.

Help Us Build a Better MSCRM!

Posted: 03 Jun 2005 05:11 PM PDT

SugarCRM has some big feature gaps.


"-->Zane" <com> wrote in message
news:phx.gbl... 

Membership and Event Management Extensions?

Posted: 03 Jun 2005 11:20 AM PDT

Hi,

Also, check out MAG by Linxoft Solutions:
http://www.linxoft-solutions.com/mag.shtml

----------------------------

"Alex Simons [MSFT]" wrote: