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Microsoft CRM - Removing a license

Microsoft CRM - Removing a license

Removing a license

Posted: 27 Jun 2005 07:43 AM PDT

That did thanks.
--
Eric Notheisen
Culminis, Inc


"Matt Parks" wrote:
 

Automatically having all incoming emails as CRM activity is not wo

Posted: 27 Jun 2005 02:53 AM PDT

I was trying to configure all incoming emails as a crm activity.

This configuration, which involves a setting on crm client and also on the
exchange server wasn't working.

Just re installed the router, and restarted the m achine and it started
working fine.

Thanks Michael, you set me thinking in the right way.

Regards,

Sumit.

"Michael MARTIN" wrote:
 

Graphic Images in E-mail Templates

Posted: 26 Jun 2005 08:03 AM PDT

hi Ken,

The best way to use this is to put the graphics you want to use on an
accessable share, remember if the E Mails are going to an external company /
person the share sould be publically accessable across the web.

The best way is to FTP the graphic up to the share, use IE to display the
graphic at that location, and just "right click and copy" to copy and switch
back to the E mail template editor and "ctrl insert"

Hope this helps

Andreas Donaubauer [MVP für CRM]
MCP seit 1999, MCSE, MCSA
andreas[at]donaubauer.com
http://www.crmfaq.de



"cc" <microsoft.com> schrieb
im Newsbeitrag news:com... 

Emailing Sales Literature???

Posted: 24 Jun 2005 10:37 AM PDT

Also, this german company sells an extension through which it is
possible to attach Sales literature to emails: http://www.awisto.de

Changing division error

Posted: 24 Jun 2005 09:13 AM PDT

What a happy monday morning !! I've tried what you suggested (changing the
user's role to 'salesperson') and it works !!

Very good idea Nathan, thanks you very much :)
--
Michael MARTIN
BrainSoft (France)


"Nathan Warner" wrote:
 

Migrating DB Server

Posted: 24 Jun 2005 08:45 AM PDT

Thanks for replying Tim.
I hope there will be no issue with the different combination of OS and
migrating the DB over to different edition.
If somebody experience any kind of issue in migration of DB over to another
edition, please let me know.
There are two other application integrated with CRM; I just need to see how
they are accessing the database server. One of them has different database on
the same DB server. [Those application should be using some consistent way to
get the database server name by using sdk etc.]

tion is turned on, by the way and I am thinking to generate the
script and run on the new DB server. I don't think there will be any issue.

Having option for switching back to old db server is definitely a blessing
here. Thanks.


"Tim..." wrote:
 

Extracting Data from CRM

Posted: 24 Jun 2005 07:21 AM PDT

I would recommend looking at Scribe or look into the SDK and writing some custom
imports. There aren't many other options as the DMF won't work that well in
this case due to the existing data.

Matt Parks
MVP - Microsoft CRM

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On 24 Jun 2005 07:21:09 -0700, com wrote:

Hi All,

We have just acquired a company which we are in the process of
integrating into our IT infrastructure.

Both organisations currently have CRM running i need to do the
following:

1. Extract SALES data from one system and import it into the other.

2. Extract SERVICE data from one system and import it into our 3rd
party helpdesk software.

Has anyone had any experience of this or have any suggestions as to how
it might be done?

Thanks in advance,

Chris

admin is owner causing problems

Posted: 23 Jun 2005 09:19 PM PDT

There aren't a lot of options. Unfortunately, related objects follow the
Account when the ownership changes. You can try to mass-assign the reps
accounts to them and they will then get the appropriate activities back, but it
might not be as clean as you want. Either way, you're in for some heartache on
this one.

Matt Parks
MVP - Microsoft CRM

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On Thu, 23 Jun 2005 21:19:01 -0700, "Bobby" <microsoft.com>
wrote:

I am in charge of cleaning up the CRM database after an implementation gone
bad.

I have noticed that most of the Accounts, Leads, Contacts, etc. are owned by
the CRM Admin account, and Account created exclusively for administering the
CRM application.

This is more than likely because all the data was originally imported under
this account.

The problem is that when you log on with the Admin account you see a ton of
past due activities. I'm expecting that is because the admin account is the
owner of the CRM account. We had a bright idea in a meeting to re-assign all
of the 1000 or so accounts that were owned by the CRM Admin account to the
Administrative Assistant of the respective Terrority.

Now all of our Sales folks are screaming that they don't have their
activities anymore.

What can we do about this with the least minimal impact?

CRM Administrator Account Lockout problem

Posted: 23 Jun 2005 07:56 AM PDT

Restoring the DB won't be enough as the AD group membership will also have been
removed.

If you are comfortable playing with GUIDs, you can do the following to try to
get it working...

First, find the GUID for both the User (SystemUserBase table) and the System
Admin role for the appropriate BU (RoleBase). With this information, you can
then do the following:

- Add a corresponding record into the SystemUserRole table
- Add the user to the correspondig AD group (in the correct OU)

That hoefully will fix it for you.

Matt Parks
MVP - Microsoft CRM

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On Fri, 24 Jun 2005 01:17:02 -0700, fc3 <microsoft.com> wrote:

If you don't have removed your user from A.D. also, you can try to restore
database.

"Richard Sharp" wrote:
 

createdon field showing datetime values

Posted: 23 Jun 2005 01:30 AM PDT

Dates are stored in GMT in the database. When they are displayed and stored,
they are converted based on the users timezone settings.

Matt Parks
MVP - Microsoft CRM

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On Fri, 24 Jun 2005 20:45:37 +0300, "Elena" <gr> wrote:

The only thing I want is to for the field "createdon" at the Account form to
show the same data that is stored in the database...
What I want seems to happen for the Leads but not fir the Accounts or
Contacts.

Regards,
Elena


"Ron Wallegie" <com> wrote in message
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