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Microsoft CRM - Moving CRM Database

Microsoft CRM - Moving CRM Database

Moving CRM Database

Posted: 08 Jul 2005 03:58 AM PDT

Thanks Olivier!


"Olivier Schmitt" wrote:
 

Creating new attributes

Posted: 07 Jul 2005 01:47 PM PDT

CRM 1.simply 2 does not support new relationships (ie lookup fields)

There is no workround without ISV addins (eg Powertrak from www. axonom.com)

You can wait for next version though...


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

UK Date Format

Posted: 07 Jul 2005 11:54 AM PDT

Thats got it, many thanks. Still not quite perfect, but it will do for the
mo...

Where can you change things like service tyoe (currently gold, silver etc..)
and product type?

dean


"David Jennaway" wrote:
 

Trouble getting Workflow Rule to fire

Posted: 07 Jul 2005 08:09 AM PDT

You can do this through workflow using a Wait for condition, but tied to the
Create event:

When contact is created
Wait
Contact.QuickMoveActive = 1
End Wait
Update: Account.QMAvailLicense -= 1


"Matt Parks" wrote:
 

How to? Format the CRM Server, than restore the SQL database.

Posted: 07 Jul 2005 04:49 AM PDT

Thanks Ronald,

But how to do this? Cheers,JIm.

"Ronald Lemmen" wrote:
 

Migrating both SQL & CRM to a new server

Posted: 06 Jul 2005 10:35 PM PDT

Hi Matt,

You recommend installing the second application server prior to uninstalling
the first. Whereas Tony is migrating the app and then the sql server, I want
to prove disaster recovery.

I want to setup SQL on another server, restore the datbase(s) and then
install CRM to this same server. Once I have proved that the data has
restored ok I will then uninstall the sql and crm from the test server. Can
I do this, I obviously want to keep the live CRM server which is on the same
domain unaffected?

Thanks

James

"Matt Parks" wrote:
 

Import contacts as Contacts or Leads?

Posted: 06 Jul 2005 09:00 AM PDT

You can check out my blog and then there are very good articles at
www.mscrmexperts.com as well. You will also find links at my blog to many
more resources. There are no publications that I would recommend, except
Microsoft Business Solutions' training manuals, available from your MBS
vendor.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"MattNC" wrote:
 

Sync between Outlook / MS CRM

Posted: 06 Jul 2005 08:38 AM PDT

Hello Jeremy,

Thanks for these precisions, it confirms what I though.

Concerning the duplicating of data, it doesn't seem to be the case : my
existing outlook contacts aren't duplicated in the local store after a 'go
offline' process and they don't seem linked with their CRM copy.

Really annoying... I've though of an workaround (not tested !) :

- Copy Outlook contact to CRM
- Delete Outlook copy
- Make a complete sync (deleting the OutlookSyncDate registry key)
- So the newly created CRM contacts should be copied in the local store and
linked to CRM.

Many thanks Jeremy

--
Michael MARTIN
BrainSoft (France)


"Jeremy Cox" wrote:
 

Microsoft reveals details of CRM 3.0

Posted: 06 Jul 2005 07:28 AM PDT

The SDK for v3 should be faster, as will the rest of the app. However, they
have not performed any performance testing on it yet as they were waiting for
the TAP 2 release which just went out last week.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 6 Jul 2005 20:16:32 +0100, "Mike R" <freeserve.co.uk>
wrote:


"Gary" <virtium.com> wrote in message
news:OE1jD$phx.gbl... 

as someone else has posted these here in the group, the stream from Naveen
Garg digs into the SDK.

I think the answer will be "yes" - given that V3.0 is no longer
authenticating against AD for security roles ,

There is also another teched from C360 on their soon to be released
framework - looks quite good.

BAP436: Deep Dive into the Next Version of Microsoft Business Solutions CRM

Speaker: William Patterson
This session dives deep into the next generation of Microsoft CRM. Gain a
strong understanding of the changes in system architecture, system security,
application platform and system extensibility.
http://microsoft.sitestream.com/TechEd2005/BAP/BAP436.htm

BAP237: Customize, Extend, Integrate and Innovate Using the Next Version of
Microsoft Business Solutions CRM Solution Developer Kit

Speaker: Naveen Garg
This session centers on new customization capabilities and extensibility
mechanisms available with the next version of Microsoft CRM Solution
Developer Kit (SDK). Topics covered include the new Microsoft CRM SDK
programming model, new add entity feature, new client side SDK, programmatic
import, export and publication of customizations, and new features available
with pre- and post-callouts. The session also spotlights the .NET assembly
integration in workflow.
http://microsoft.sitestream.com/TechEd2005/BAP/BAP237.htm

How to sync ALL contacts into Outlook - not just the new ones?

Posted: 06 Jul 2005 06:08 AM PDT

Ok, I misunderstood your question then.

Well, you might do the revert. Export your CRM contacts to an Excel file and
then import this Excel file to Outlook. Then you'll just need to synch from
time to time to maintain both contact lists updated.

Mathieu.

"MattijsW" <microsoft.com> a écrit dans le message de
news: com... 

How can I convert order to invoice?

Posted: 06 Jul 2005 01:47 AM PDT

There are many instances where only part of the Order is Invoiced (partial
shipments for one). As a result, the app does not enforce anything along these
lines. It is up to the user to close the Order.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 6 Jul 2005 14:37:41 +0300, "next" <com> wrote:

If I create order from quote, quote closing.
But If I create invoice from order, order isnt closing.

Why?

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

CRM Training Courses - UK

Posted: 06 Jul 2005 12:34 AM PDT

Funnily enough, I am just about to embark on some of the e-learning courses
so I'll let you know my experiences. In addition to Interquad, Xpertise also
run MSCRM training in the UK, and they have a training centre in Altrincham,
Greater Manchester

http://www.xpertise-training.com/search.asp - search on "CRM"

Give them a call and see if they are scheduling any training near you.

Regards, Simon

"Simon" <net> wrote in message
news:phx.gbl... 

remove license for deleted users?

Posted: 05 Jul 2005 06:17 PM PDT

I believe the MBS has a hotfix that will now allow you to fix this this.
However, there is also a way (though it's unsupported) to remove the license
manaually.

If you look in the SystemUserBase table, find the value for SystemUserId for the
user in question. Then, remove the cororesponding record(s) from the
SystemUserLicenses table for that SystemUserId.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 5 Jul 2005 21:17:33 -0400, "Jéjé" <com> wrote:

Hi,

I want to remove the license associated to a user, but this user has been
deleted from the active directory.
So the remove license doesn't works.

I have recreated the same user name in the AD and ttry the same steps
without success.

what can I do?

thanks.

Jerome.

Separate database server for CRM

Posted: 05 Jul 2005 03:02 PM PDT

Matt,

Thanks for your reply.

We hadn't changed anything before we started seeing this issue. Once it
started, we made some changes based on articles found concerning the
same topic. Currently, we have all 4 CRM services and the 2 SQL
services running as the administrator, as is the worker process in
machine.config.

When I first saw this problem, I realized that I never granted access
to the custom databases for any additional users; only "sa". When I
looked at the CRM databases, they had logins for the SQLAccess group
and the SQLRepl group, so I granted those groups access to my custom
databases. I believe everything started working as expected. Now, about
a week later, I'm getting this login error and I can't figure out why.
As far as I know, nothing was changed, but this installation is at a
client site so I can't be positive. The problem is that I'm not even
sure where to look for changes.

Any thoughts?

Thanks.

No Assigned Licenses

Posted: 05 Jul 2005 01:15 PM PDT

Btw, i forwarded this info to my boss, and he removed the license from the
administrator account. Huh Oh. Now what?

"Matthew" wrote:
 

MS skips to CRM v3.0

Posted: 05 Jul 2005 01:06 PM PDT

I'll try again using HTML instead of plain text.

BAP436: Deep Dive into the Next Version of Microsoft Business Solutions CRM

Speaker: William Patterson
This session dives deep into the next generation of Microsoft CRM. Gain a
strong understanding of the changes in system architecture, system security,
application platform and system extensibility.
http://microsoft.sitestream.com/TechEd2005/BAP/BAP436.htm

BAP237: Customize, Extend, Integrate and Innovate Using the Next Version of
Microsoft Business Solutions CRM Solution Developer Kit

Speaker: Naveen Garg
This session centers on new customization capabilities and extensibility
mechanisms available with the next version of Microsoft CRM Solution
Developer Kit (SDK). Topics covered include the new Microsoft CRM SDK
programming model, new add entity feature, new client side SDK, programmatic
import, export and publication of customizations, and new features available
with pre- and post-callouts. The session also spotlights the .NET assembly
integration in workflow.
http://microsoft.sitestream.com/TechEd2005/BAP/BAP237.htm

MSCRM 3.0??

Posted: 05 Jul 2005 12:44 PM PDT

If you look at a typical Microsoft product cycle:

v1 - Microsoft get's into the game
v2 - Microsoft catches up with the competition
v3 - Microsoft starts to outpace the competition

With MSCRM the original plan suggested a release cycle every 2 years

v1 - 2003
v2 - 2005
v3 - 2007

However, according to the press articles, early feedback from partners
suggested that although v2 was pretty good, a lot more features planned for
v3 needed to be in there as well. So rather than release v2 they decided to
bring a lot of v3 features forward, which added another 9 months of
development time (assuming v3 is launched Q4 this year).

Having attended the v.3 sessions at TechEd2005 I'm really impressed with
what they've done.

Hugh.


"JB" <else> wrote in message
news:com... 

How to delete a user?

Posted: 05 Jul 2005 08:52 AM PDT

OK, thanks. Seems a rather in-elegant solution - I'd like to delete the user
just for the sake of completeness but hohum...

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

OnChange Sales Stage - Probability Update

Posted: 05 Jul 2005 07:07 AM PDT

You shouldn't need to use a jscript/onChange event to update probability.
When creating a sales process in workflow manager, the stage header that
appears displays the probability for the particular stage. You can change
the probability number by editing the sales stage. (A probability selection
field appears in the Edit Sales Stage dialog box.)

"Charlotte" wrote:
 

Stupid Question - Emailing KB articles

Posted: 05 Jul 2005 04:51 AM PDT

Ah, so it was NOT such a stupid question. Thanks all.
--
--> Codeman --<


"Bryan" wrote:
 

Major Fudging Needed - Any Ideas

Posted: 05 Jul 2005 03:57 AM PDT

thanks for that, i'll check it out and let.


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

VERIFY REPORT Question - Error in formula This field name is not known..

Posted: 05 Jul 2005 03:22 AM PDT

Thanks for your response John.

It seems a little mad that you have to manually do this everytime you
deploy a new field, especially if you have a number of reports!

Ta - Jo H

Letter Attached when Mail Merge?

Posted: 04 Jul 2005 11:54 PM PDT

We developed a Add-On which gives you the ability to attach
the doent to the created actvitiy. With our add-on you have
also the possibility to say what should be in the subject of the created
activity.

If you are interested you can see a detailed description of our Add-On
add www.mscrm-addons.com and also can download a trial version of
WordMailMerge for MS CRM 1.2


--
___________________________________
com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar for MSCRM
Related Doents for MSCRM
WordMailMerge for MSCRM


"Peter Lynch" <com.SPAMFREE> schrieb im Newsbeitrag
news:phx.gbl... 

Blocking from exporting views to excel spreadsheet

Posted: 04 Jul 2005 09:02 AM PDT

this would be a totally unsupported method...


"Bouffont" wrote:
 

Crystal Reports Guides

Posted: 04 Jul 2005 08:03 AM PDT

Thanks John, I noticed your site was down the other day, pity that, I
wanted to have a look around your FAQ.

Thanks for the info, I'll check the book out.

Cheers

Tom