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Microsoft CRM - Mass update to contact records

Microsoft CRM - Mass update to contact records

Mass update to contact records

Posted: 27 Jul 2005 08:06 AM PDT

Hi Ken,

There are several options - 1 is totally unsupported , the others are ok.

You could do this type of operation against the database directly with a
simple SQL statement, however, it is not recommended to touch the database
directly. I would only recommend this if you are 100% confortable with
T-SQL and the structure of the database. I have used this method as a quick
and last resort maintenance fix. I'm sure others will disagree with this
approach!.

You could, as you said create a workflow rule, however, you could only apply
this to a max of 100 contacts at a time - this is the upper limit of rows
that can be displayed on a grid. This may be time consuming.

The final option is to update the data through the API. This would involve
a little programming knowledge. Basically, select all the contacts using
fetch xml in the query class, for each contact perform the field copy and
update the contact record using the contact class.

Hope this helps

Regards

Mike

"Ken Schisler" <microsoft.com> wrote in message
news:com... 

How to prepart the three CRM exams?

Posted: 27 Jul 2005 02:52 AM PDT

Where are you based?


"CEO" <com> wrote in message
news:com... 

Changing Entity Name

Posted: 27 Jul 2005 02:15 AM PDT

This is possible. Unsupported though. this was posted somewhere and it
works i have done it myself, if you need help, feel free to email me:
=========================================== 

===========================================

Workflows NOT working on Create

Posted: 27 Jul 2005 12:13 AM PDT

Yeah Jefferson, the WaitFor is definitely the way to go. I would also
recommend that you make them manual workflow rules. You can then exec
the manual rules from the Create rule. (One reason: users can then
manually apply rule if the workflow rule didn't fire as expected - or,
if some condition causes you to want to re-fire those rules.)

If the value can be set to another value, and then back again (unlikely
in the example of "Death" that you specified ;-), then you may want to
look into recursive workflow rules. (Search this newsgroup for
recursive workflow for details.) But that will make sure you create
what you want every time that field is set to that value. HTH,

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

To download a fully functional trial version of VAST, (Visionary Audit
System Tools for Microsoft CRM), that tracks all changes against the
Adventure Works Cycle database, visit http://www.vscrm.com/trial.htm

CRM for SBS2003 on Windows Server 2003

Posted: 26 Jul 2005 09:25 AM PDT

Ditto Matt's comments.
I have installed MSCRM for Clients on SBS, starting with 1.0. on SBS 2000.

Often, admins do something to break CRM.
So after burning alot of their money to fix it, I have come to a conclusion.
Add a member server to the SBS forest and install CRM on that. Just use the
SQL server on the SBS box. It also uncomplicates the Sharepoint and Admin web
apps issues.


"MattNC" wrote:
 

TAP2 beta newsgroup

Posted: 26 Jul 2005 06:56 AM PDT

Thanks Peter, I will try him


"Pete C" <microsoft.com> wrote in message
news:com... 

MSCRM Deployment

Posted: 26 Jul 2005 04:58 AM PDT

Ditto with Henning.

MSCRM is an forest wide application. The Sales Outlook Client is installed
when the machines are members of the domain /Forest. Their subscriptions to
the ton metabase needs the user and machine objects to ID them to the
database.

I was just at a client today who tried to get around the "Machine and user
not in the domain with MSCRM" issue. Nothing but problems there. Even if
you add the user and machine latter, the damage is already done.

In our case tion has to be redone.


"Henning B. Treichl" wrote:
 

Calling javascript functions from isv.config button

Posted: 26 Jul 2005 04:19 AM PDT

Thanks, David.

Finally I used the first way blurring the focus of the 'dummy' window
on the load. A little ugly, but...

Nac.

crmextensions.com

Posted: 25 Jul 2005 08:06 PM PDT

we have not seen a need for this on the server as we typically use fast
servers however the client side would be useful.

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


"sheckyd" <microsoft.com> wrote in message
news:com... 
probably 
do 
and 
..net 
about 
we 
from 
designed 
your 

automatically update knowledge base from case files

Posted: 25 Jul 2005 01:37 PM PDT

Thanks John, but could be more specific on the "sdk" and "isv" ???? I'm a bit
new to this and have not caught on to the language ..... Thanks again.

"John O'Donnell" wrote:
 

Recovering CRM

Posted: 25 Jul 2005 11:48 AM PDT

Mauricio,

we had exactly the same scenario with our CRM install. I eventually managed
to get it back working by basically reinstalling a fresh copy of CRM with a
new db, recreating the users then, after exporting the old SQL db's to MS
Access, reimporting the data into the new db's and copying & pasting the
security details to each record.

A very long winded process (luckily we only had a few hundred entries) and
not 100% successful as we do get occassional security issues when new users
try to access old records, but it did get us back up working again.

I would recommend asking MS for their suggestions before resorting to this!

Ruth

"Mauricio Orrego" wrote:
 

How to add a lookup field to an entity

Posted: 25 Jul 2005 06:28 AM PDT

Until the release of Microsfot CRM v.3.0 you can only add new lookup-fields
by developing your own add-on for the entity you want to extend.
One possible way is to use httpModules - read more about it at
http://blogs.msdn.com/joris_kalz/archive/2005/01/17/354379.aspx

Kind regards,
Henning B. Treichl
(WM-data, Denmark)




"Eric - ePartners" <microsoft.com> wrote in
message news:com... 

Check Condition when convert lead

Posted: 25 Jul 2005 04:32 AM PDT

Hi Carrie,



You cannot create multiple contacts in one step, when converting Leads. But
you can think of using the following workaround:



1. Create one Lead record per contact-person (state the same Company Name on
the Lead records associated) you want to keep track of in the lead phase of
your customer life cycle.

2. When converting your Leads, you start converting the Lead with the main
contact person information.

3. Then you convert the second Lead record holding the next contact person.
This time you only convert the Lead into a Contact, and selects to 'Open
newly created record(s)'.

4. When the new contact record is created, you link it to the account by
selecting the proper Parent Account.

5. Save and close...



It's not the most effective process, but it's manageable.



Kind regards,

Henning B. Treichl

(WM-data, Denmark)



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

UserName appears Incorrectly in Deployment Manager

Posted: 25 Jul 2005 03:31 AM PDT

The most likely reason for the Surname/Forename switch is that the
configuration option for this only applies when users (and contacts) are
saved - pre-existing users will be changed. Given Fred has the system admin
role, I wouldn't be surprised if his account was used to install CRM, then
the name order was changed, as this would give the naming behaviour
described. If you edit the user Fred and save him, the name order should
change.

Not sure how this impacts the reports issue, though

"Frank Lee" wrote:
 

Finding isv.config

Posted: 25 Jul 2005 02:49 AM PDT

There's no registry key indicating the physical location of the CRM
installation, as this information is only stored in the IIS Metabase.

I can think of 2 ways to get the physical path, both of which would require
code:

1. Query the IIS metabase programmatically, using the IIS SDK
(http://msdn.microsoft.com/library/default.asp?url=/library/en-us/iissdk/html/6436aeaf-d4c3-4e1f-8cd3-96359ff427ce.asp
gets you started). The web site under which CRM is installed is identified by
the registry key HKLM\Software\Microsoft\MSCRM\website

2. Create a simple web service within the CRM installation, with a piece of
code that returns the physical path, using the
HttpRequest.PhysicalApplicationPath property (assuming you're developing with
..Net). Doing this is arguably a security risk, though you can minimise this
by restricting access to the web service



"JB" wrote:
 

crm in mixed mode

Posted: 25 Jul 2005 12:04 AM PDT

If this is going to be a production installation, I would STRONGLY recommend
that you do NOT use a virtual environment. Virtual environments are great for
demos & testing, but the performance is not consistent enough to trust in a
production environment. also, MBS will not support an installation in a virtual
environment so you run a huge risk there for your client if you go that route.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 25 Jul 2005 08:13:13 +0100, "Peter Lynch"
<com.SPAMFREE> wrote:

1. Exchange does not need to be in same domain as CRM

2. Yes, you can use virtual machines (but better to use Virtual Server as
platform, not Virtual PC)

Peter Pynch


"cypress phill" <be> wrote in message
news:googlegroups.com... 

Organizational Units

Posted: 24 Jul 2005 09:32 PM PDT

Well , it's a big question. SBS 2003 is a good product for smaller firms and
some not so small. I worked on a project where we used GSX to put all the
servers on virtual servers. This included MSCRM server, the exchange server,
Intergration Server, Commerce Server, SQL Server, Great Plains.

We won a Microsoft Field award for it. I manage the virtual network now for
one of my clients.

Depending on what you need to support, you should think about what happens
when you out grow what you have. SBS may not allow your SQL databases or
your Exchange Database to be large enough for future needs.

If you use SBS, thing about putting MSCRM on a seperate server. The SQL
server can be on the SBS box, and the Exchange server can be on there too.
You have a 16GB limit on Exchange. That can go pretty fast in a busy shop.
Some clients have been able to add a full exchange server to the Exchange
organization of SBS and although not supported it provided for the volume of
mail the client was receiving.

So I think you are on track, but your plan should include scaling. Even
when you build the virtual machines, always plan for them to have to run on
another server.
Leave them a life raft to go to if you have to bring them up on another
server.


"Jonathan" wrote:
 

Interested in Microsoft CRM

Posted: 22 Jul 2005 04:20 PM PDT

Hi Beck,



I don't know of any specific guidelines for implementing Microsoft CRM in
the financial sector, but this year I was the main responsible consultant of
the ysis phase of an implementation at a big Nordic bank. The solution
was also covering their Investment Advisory business area.



I will share some of my experience from that project with you and other news
users:



1. No development was needed to manage relations with customers and other
business relations. The ability to manage the customer hierarchy through use
of the parent relation type, gave a better overview on the customer
activities in Microsoft CRM, compared with the company's existing situation.



2. The use of Outlook as the CRM client was expected to have huge impact on
the user's learning curve on how to use the solution. Planning the
implementation of the Sales For Outlook Client was not easy though, because
of some struggling with the IT-department. The main reason was no support of
roaming user profiles, complex deployment procedures and the risk of poor
performance when having +300 Sales For Outlook clients. This was dealt with
using some specific not public available hotfixes from Microsoft and
planning special deployment routines for the Microsoft CRM Sales For Outlook
client. I've seen the next version of Microsoft CRM (v.3.0) and it has been
improved a lot on this area, and therefore our struggles might not be an
issue to be concerned of after the release of Microsoft CRM v.3.0.Until
then - use the browser client for implementing solutions with a large number
of users or if terminal server environments or roaming user profiles must be
supported.



3. The main purpose was to implement a more effective contact relation
sharing and knowledge sharing in general between employees. One focus area
related to this was how to manage customer and deal team activities and
roles. For this the concept of sharing records with users and teams in
Microsoft CRM fits out of the box. Mainly because it also gives you control
of access levels when sharing. Depending on how your company works in teams,
you should expect some development to extend the customer specific
information you want to add to a team or a users - but this is very easy to
do in a supported way, to support upgradeability to coming versions of
Microsoft CRM..



4. A very important step when planning the implementation is to plan your
Business Units to support your security demands on restricting data access
to users. We designed a Business Unit hierarchy that supported Chinese Wall
and Given Consent principles. Chinese Wall is for isolating data for one
division or department. The reason for wanting to isolate data can be
related to law or stock exchange relations - I'm sure you might have many
other reasons for doing this. The given consent principle is for managing
accept from companies to share their information between departments across
country borders. You might have different but similar acceptance dependent
information sharing limitations you want to manage. Some minor development
may be needed to optimise the management of this feature.



5. Doent collaboration was designed to be handled in SharePoint -
supporting checking doents in and out, doent versioning, subscribing
on alerts (get an e-mail if doents are added or changed), adding metadata
for reporting on doents, enhanced search engine for doents etc.. An
integration between Microsoft CRM and SharePoint was designed for this
project. This gave a lot of possibilities for sharing doents related to a
project or customer. This way other departments, like legal departments, are
able to access, update or add doents without having a Microsoft CRM user
license. A more effective process for assuring that all customer and project
(e.g. deals) related doents are going to be archived the right place, no
matter if you are a CRM user or a non-CRM user.



6. Combining SharePoint and InfoPath doents added flexibility to extend
Microsoft CRM with 'entity-like' forms without development in Microsoft CRM.
To add forms using InfoPath, enabled flexibility on transporting form-based
data to persons delivering or needing input related to the form doents.
Examples on forms implemented using InfoPath could be: customer strategy,
enhanced wallet size calculation/estimation or detailed visiting reports.



7. Sales forecast, pipeline and sales related activity planning can be
implemented using the standard customisations features related to the
Opportunity supported by Workflow Manager.



8. Until Microsoft CRM v.3.0 is released the solution will come a bit short
when planning and executing campaigns and events. We decided to design an
add-on using Microsoft technology (.Net, IIS, Microsoft SQL database and
Microsoft SQL Notification Services). This turned out to give a vide area of
possibilities in regard to managing invitations, participant lists,
follow-up activities, response, accommodation planning, special activities
related to an event (dinner, sessions, tracks, party, trips, etc.), managing
flights for participants and some other features needed.



9. You should plan to use a lot of time for ysing and planning the
integration from Microsoft CRM to the company's legacy systems. The
difference between success and failure of the project, does in some way rely
on how you implement an effective integration with the legacy systems. In
integration that supports the business processes in the best way possible
and that convinces the users that the numbers an data they see in Microsoft
CRM are the most updated ones in the company. Using the Microsoft CRM SDK,
you will be able to develop strong web service oriented integration points
to all your platforms and systems. I suggest that you choose to use the
simplest design possible when designing your integration architecture.
Stress the differences between 'need to have' and 'nice to have' integration
points and flows.



9. At the end, one of the most important factors for deciding to use
Microsoft CRM compared to other alternatives (there are other alternatives
out there...), was based on strategically considerations. The customer and
my company are convinced that Microsoft CRM we will see an intense
development and enhancement of the product over the coming years. The
partner channel is huge and the platform (.Net) is well known all over the
world with a lot of resources for developing add-ons and industry solutions.
Therefore your investments are not only investing in a CRM application, but
in a platform for managing business relations and for delivering important
information to the management when sailing the company through the sea of
business.



That was my words - hopefully they are worth the time it takes to read them.



Kind regards,

Henning B. Treichl

(WM-data, Denmark)


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

New user - how to attach info to a group of contacts

Posted: 22 Jul 2005 01:20 PM PDT

Pierre, thanks. Using the workflow manager sounds like my best bet - could
you possibly outline the steps for me? I've not used the workflow function
yet.

"Pierre Hulsebus" wrote:
 

Can't delete database in order to re-install.

Posted: 22 Jul 2005 12:01 PM PDT

Well , I have been in this positon before when I wanted to migrate the
Databases to another server.

You have to stop the tion first. But this is going to increase the
size of your database. If your LDF file is huge, shrink it. Stop the
tion.
In the Enterprise manager, Right-click on the tion folder and then
choose Disable Publishing.

When it's done, delete the database.

I would backup all of them and the master, just in case.

I would backup the crystal folder and save the password also.
I hope this helps.
/:>



"Mark Kula" wrote:
 

CRM Reports 1.2 / Failed to load Database information.

Posted: 22 Jul 2005 09:39 AM PDT

Hi John,

No my Crystal Report is not accessing other databases outside of CRM and yes
I can open up canned reports. It is just the connector in CR 9.2.2 to access
the SQL databases not being able to work in MSCRM. We did have to tweak our
server in order to be able to bring up canned reports without timing out.
Thanks again on any information that you can find on this issue with a VPN
connection to another server for CRM reports.

--
JDMcDonnell A+ MCP Certified


"John O'Donnell" wrote:
 

KB Articles

Posted: 22 Jul 2005 09:21 AM PDT

Matt is absolutely right on this - sorry, if I brought confusion to this
topic. I was thinking of forms for entities in genreal in Microsoft CRM.
With knowledge base articles it's another game...

Listen to Matt, he is the man... :o)

Henning B. Treichl
(WM-data, Denmark)



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

About MBS CRM Certified Exams.

Posted: 22 Jul 2005 08:07 AM PDT

Thanks Peter,

I can't remember that.
What I know is only the MCP ID. :(

How can I know that?

Cheers,
Jim

Columns Names are missing

Posted: 22 Jul 2005 07:04 AM PDT

It's the language code. An easy search and replace is enough.
You should export the customizations on both systems and check which code is
the one on the production server and replace the languagecodes in the export
of the dev server.

Kind regards,

Ronald Lemmen
Avanade Netherlands

"Peter Lynch" wrote:
 

Cannot abort workflow process

Posted: 22 Jul 2005 06:56 AM PDT

Your good and I am thick, thanks

"MattNC" wrote: