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Microsoft CRM - Cut and Paste

Microsoft CRM - Cut and Paste

Cut and Paste

Posted: 05 Aug 2005 09:00 AM PDT

To paste into forms with the mouse, you have to select text. One way of
doing this is to type a space, select it, then right click and paste.
Otherwise using Ctrl-V is your only option.

Hope that helps.

Rich Elliott
Associates Solutions, Inc.
www.associates-solutions.com



"ril" wrote:
 

when customizations visible in outlook?

Posted: 05 Aug 2005 06:52 AM PDT

No. SFO, even when it is online, uses a local version of the XSLs that generate
the pages. SFO only checks for updated versions of these files when it
initializes, thus SFO won't see changes until SFO is restarted.

Matt Parks
MVP - Microsoft CRM

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On Fri, 5 Aug 2005 06:52:07 -0700, "Cypress" <microsoft.com>
wrote:

Hi,

If i change a field in CRM, when will that be visible in outlook?
after i publish? after outlook goes offline and back online? or after i
restart outlook.

At a client i only see my changes when i restart outlook. I find that odd.
Normally if the SFO client is online, it should be update with the rest of
crm right?

Greetz

Customization Issue

Posted: 04 Aug 2005 02:36 PM PDT

One way to go about that would be to export the customizations, then edit the
resulting XML and find the appropriate FieldsXML and then remove the fields in
question and re-import.

Totally not supported, but it should work.

Matt Parks
MVP - Microsoft CRM

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On Fri, 5 Aug 2005 09:10:02 -0500, "Brandon"
<nospam.com> wrote:

Isn't there a way to access the XML file directly to get rid of those
listings?

--
Brandon Smith
Presentations Direct - "Doent Finishing Solutions"
http://www.presentationsdirect.com

"Rich Elliott" <microsoft.com> wrote in message
news:com... 

Scribe XML to CRM migration

Posted: 04 Aug 2005 01:26 PM PDT

Hi Rich,
I'm originally coming from Exchange. We have a custom Contact form
which I wrote an agent script for. It exports the data to a randomly
named XML file on the Exchange server. A service then picks this up and
inserts the XML into the Scribe message queue. Everything is fine up to
here. Then, this queue calls a DTS package, which is where everything
is getting off-track. I check CRM after this update, and the inserted
Contact is completely blank. I think it may have to do with a root node
that the Scribe message queue is putting around the XML. The tag is
<string> </string>. My DTS is written with a root node of <Contact>,
and I think this is causing issues.

Shrinking the Distribution DB

Posted: 04 Aug 2005 12:52 PM PDT

Actually, I our recovery is set to full . . . and the database got much
smaller after the shrinking process and a server reboot.

My only question now is about deleting schedules as recommended in article
894811 (on customersource). Part 2 says to delete schedules on the SQL
SnapShot agent jobs. Aren't these needed?! I deleted them, but I thought
they might get recreated at some point . . . not yet. Do I need to manually
recreate these jobs?


--
Brandon Smith
Presentations Direct - "Doent Finishing Solutions"
http://www.presentationsdirect.com

"Jacob Mondrup - Cultivator Danmark" <com> wrote in message
news:phx.gbl... 

Can I import ACCOUNTS from a CSV file.. like i do contacts

Posted: 04 Aug 2005 12:07 PM PDT

Thanks Donna, I did what you said and in a matter of 20 minutes I had 300
leads in and converted to contacts/accounts! I appreciate it!

"bamg7777" wrote:
 

Setting Tab order for custom forms

Posted: 04 Aug 2005 10:16 AM PDT

So I hope this is something that will be fixed in version 3.0 as this is VERY
anoying! You can position the field where you want them but can't set the
tabbing order. Seems like gross oversite. I have it tabbing all over the
place right now on my lead from and am just not sure how to fix it and let
alone explain to the client that I can't change it.

Thanks for your info.
Shauna

"Scott H" wrote:
 

Menu Customization

Posted: 04 Aug 2005 09:28 AM PDT

Thanks, I'll just leave it as is. If they want to have it open within CRM,
I'll put it on the Nav bar.

"Rob Bakkers" <microsoft.com> wrote in message
news:com... 

Publishing Schema Fields

Posted: 04 Aug 2005 08:50 AM PDT

FYI, the export is not required, only the Publish & IISRESET.

Matt Parks
MVP - Microsoft CRM

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On Thu, 4 Aug 2005 09:40:07 -0700, Rich Elliott
<microsoft.com> wrote:

Hi;

In order for you to actually see new fields that have been added to an
object, you have to go into Customization on the form and add the new field.
Then, once the form has been modified, you need to export the customizations,
publish the changes, and then do an IISRESET.

Hope that helps.

Rich Elliott
Associates Solutions, Inc.
www.associates-solutions.com


"Dieter" wrote:
 

A Test and Training Domain

Posted: 04 Aug 2005 07:42 AM PDT

If you add the users in the live domain, then you will require a trust in order
for CRM to have visibility to those users in AD.

The sample data setup prompts you for the 5 users you want to use so you can use
any set of 5 users, however, it does require the use of the Adventure Works
Cycle org name & licenses.

Matt Parks
MVP - Microsoft CRM

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On Fri, 5 Aug 2005 14:38:04 +0200, "Need Some Help" <microsoft.com>
wrote:

OR
Can I Creat the Sample Data Users On My Live Domian.
and Than Just Add the Data To the CRM Server

E.g dougcrs1
gailwrsm1

And Is the Sample Data Hard-coded to the User Name Or the User Name and The
Domain ?


"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 

Problem between SFO and MCAfee 8.0

Posted: 04 Aug 2005 06:06 AM PDT

Thank you!!! I will try that.

Sylvie

"David Jennaway" wrote: