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Microsoft CRM - MSCRM 1.2 Installed over companyweb

Microsoft CRM - MSCRM 1.2 Installed over companyweb

MSCRM 1.2 Installed over companyweb

Posted: 20 Jul 2005 02:59 PM PDT

Thanks so much! They are not using Sharepoint, but will be in the future so
back up is not an issue. Do you know of a good place to get the sharepoint
restore information and hacks to install on a different port?

"Peter Bertell" wrote:
 

1.2 to 3.0

Posted: 20 Jul 2005 08:07 AM PDT

You are correct Pete. We ran into this between 1.0 and 1.2.
P

"Pete C" wrote:
 

About AVAYA IP Office MSCRM Integration's problem.

Posted: 20 Jul 2005 04:56 AM PDT

I've got a "stupid question" along the lines of CRM Telephony... Is
there any vendor that has created a simple screen pop or auto-dialer
app for CRM that works with POTS? In other words, without having an
expensive switch? Does anybody have anything that works with a Vonage
VOIP system? Thanks,

Dave

Phone calls @ workplace Calendar

Posted: 20 Jul 2005 04:22 AM PDT

The GroupCalendar is an web application. So as long as you are online
with the SFO you can use the GroupCalendar also out of the Outlook.
Do you meant this with integration?

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



"Venkat Bendalam" <microsoft.com> schrieb im
Newsbeitrag news:com... 

AutoNumber Problems

Posted: 20 Jul 2005 12:38 AM PDT

Thanks John,

I'll try to check.
Maybe there is another reason. Not because of the online-offline problem.
Anyway, thank you very much.
Goldenshine

"John O'Donnell" wrote:
 

Phase Change

Posted: 19 Jul 2005 05:54 PM PDT

Hi

Thx to all, well, first the language is spanish ans second this las option
works, I'm beginning in this, still learning, I created a new rule and
through this the pick list was filled, really thx a lot for your help.


"Dave Carr (dave- no com" wrote:
 

Setup Error on Win 2003

Posted: 19 Jul 2005 04:56 PM PDT


Thanks John.

I followed the suggestions, but is still failing. :(

One observation, I running DNS, SQL, IIS and CRM all in one single server (a
virtual one). I dont think this is cause since I tried on Windows 2000 and
succeed, but I thought it would be worth to mention it.

Digging in the event viewer I found this message, could be related?
The root server reported an error Initialization Failure. (Reason: Unable to
connect to the database using the provided connection string. Reason:
[Microsoft][ODBC SQL Server Driver][SQL Server]Cannot open database requested
in login 'Company_CRMCRYSTAL'. Login fails.).

I don't have any 'Company_CRMCRYSTAL' database in my SQL Server. I suppose
CRM setup should install it, but why is not doing it?

Cheers!

Amando

"John O'Donnell" wrote:
 

BU and Role updates impacting system availability

Posted: 19 Jul 2005 09:10 AM PDT

Actually John,
The security update patch will slow down the updates! (Which is a
good thing.) What it appears to do is put a "governor" on the update
process so that it will not take more than 25% of the CPU. It still is
quite a drain on resources, but at least it won't completely shut your
server down... (My client was the one who unfortunately first
discovered this bug, was shut down for two days because of a relatively
minor role change, and inspired this patch.) Anybody who is using 1.2
should be using this patch, so that you can somewhat insulate
yourselves from the effects of role changes... And always do them on
Friday afternoon! 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 works against the Adventure Works
Cycle database,
visit http://www.vscrm.com/trial.htm

Notes integration between Accounts & Opportunities

Posted: 19 Jul 2005 06:40 AM PDT

Customer effective offers similar product for free.
You can download, it's free.

http://www.customereffective.com/interior.asp?navigationid=1002&parentid=3&sitecont entid=0&productid=2

Venkat

"Mikkhail" wrote:
 

How to disable export data to Excel ?

Posted: 19 Jul 2005 06:39 AM PDT

I read some where that version 3.0 is coming up with this feature.
I advice you wait instead of tweaking app and losing support.
Venkat.

"John O'Donnell" wrote:
 

How to remove the space between the phone number?

Posted: 19 Jul 2005 06:01 AM PDT

Well, I have sort it out, just simply replace all the ' ' to '' in Sql Server.
Done.

"CEO" wrote:
 

Workflows being duplicated

Posted: 19 Jul 2005 02:24 AM PDT

Hi,

I think i could have miss-typed something there in the previous
conversation, The Duplicates where found in the Workflow export, Not Workflow
manager, Else i would have disabled them.

Many thanks for your help,
Jefferson

"Bouffont" wrote:
 

topic?

Posted: 18 Jul 2005 02:41 PM PDT

its up to you linda

it could contain either. Typically its used as a one line text entry to
describe the lead or opportunity. If you look at a list of leads you should
be able to tell the content of the lead etc by looking at these entries.

there are no rules that say you must enter x. Just what makes sense in your
organization

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


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

Description?

Posted: 18 Jul 2005 02:40 PM PDT

I agree with you John. Part of our internal CRM training is to advise new
users what 'we' use the description field for which for us is almost like an
'alert' message. For e.g. the description field for 'Contacts' might be
'There is another Joe Bloggs at ACME' or 'see notes for detailed profile of
this contact' etc.

It is quick and easy to put an activity into the description field but
that's exactly what activities is for.

Would be nice though if CRM version 3 had some sort of 'flag' to advise the
user that there is a note attached so go read that first.

Sue

"John O'Donnell" wrote:
 

CRM - Trial...

Posted: 18 Jul 2005 01:48 PM PDT

Contact your local MBS Reseller.

go to www.microsoft.com/mbs for more information



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


"Richard Oliveira Bento" <com> wrote in message news:phx.gbl...
Good... my colleagues, where I could find or buy the MSCRM... e which would be the cost of it? Very Obliged.




"Ronald Lemmen" <RonaldL@-REMOVETHIS-avanade.com> escreveu na mensagem news:com...
Hi Richard,

I do not understand Spanish, just like Matt. But when looking at your text I
do recognize these words:
... link .... version trial .. crm..
If you are searching for a link where to download a trial version of MSCRM,
then I will have to disappoint you. There is no such thing as a trial version
for MSCRM. Instead, there is a download available for MSDN users which will
have a sample database. This application you can use for testing purposes.

Hope this helps,
Ronald Lemmen
Avanade Netherlands
"Matt Parks" wrote:
 

Microsoft CRM Beginner

Posted: 18 Jul 2005 12:27 PM PDT

Don't be fooled without a lot of tweaking and addition of several 3rd party
products CRM was basiclly useless. We went with CRM over 2 years ago
because we have been using MS products for several years but we have be very
disappointed with its "out of the box" function. My biggest problem when we
were looking to change our customer tracking program was i could not get a
straight answer from anyone at MS about what it could and would not do. If
you would like to question me about it email me at com . I
love microsoft product and am holding my breath for the update on MSCRM(in
october, november,december or whenerver) We currently are using addon
products from c360.com to make the program usable.
Antony

"Rafael Nascimento" wrote:
 

OnChange event failing

Posted: 18 Jul 2005 11:57 AM PDT

Hi James,

I think you just need to add the following line:
crmForm.closeprobability.returnValue = i;

This line updates the value in the database, while the one you used only
updates the form (as far as I remember). You need both lines.

The line stating *.click() in John's posting simulates a mouse click on the
field. In some cases this must be included, but it depends on your script
and what you want it to do. If you just want it to update a value in a
field, the two lines (*.value and *.returnValue) should be enough.

Hope it will work for you know!

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


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

Importing Sales Literature

Posted: 18 Jul 2005 11:52 AM PDT

Hi Shauna,



Just some comments on using Sales Literature...



The Sales Literature features are not that user friendly when wanting to use
the material in your business process. An example could be that you want to
have the brochures in Microsoft CRM because you then easily could send docs.
to customers or leads. This is a many-click-action to the users, and they
will get frustrated using it.



If you have Sales For Outlook users, you must remember to instruct them in
filtering doents when synchronising, or you may end up with a lot of
support calls when users try to go offline, and performance goes down! If
your brochures are colourful doents taking up some space, remember the 5
MB attachment limit (can be adjusted) and remember the 2 GB offline data
volume limit for the Sales For Outlook users.



After using Sales Literature in Microsoft CRM, some of our customers have
decided to use SharePoint or their existing Intranet-portal instead of using
the Sales Literature feature in Microsoft CRM 1.2. SharePoint or their
Intranet has then been integrated in Microsoft CRM using the ISV-integration
points available.



Kind regards,

Henning B. Jespersen

(WM-data, Denmark)



"Shauna Koppang" <microsoft.com> wrote in message
news:com... 

Changing Fiscal Year Settings

Posted: 18 Jul 2005 08:10 AM PDT

Hi James,

Don't loose all hope!

It is possible to alter the Fiscal Year settings, I've done it! But I can
not tell you how in this forum ...and I wouldn't sugest you to follow any
tips from other news-users if you are working at a production inverionment.
If you are working in a demo-environment, you can take a look on the
following tables in *_MSCRM and try to figure out some of the relations:
userfiscalcalendarbase and organizationbase.

If your problem is related to a production environment, you have to contact
Microsoft support and get them to help you. If you don't do it the right
way, it may mess up data. The only way to correct your siuation is through
running some delete and update statements against your database, and that
you don't want to do without the support of Microsoft ...else you might
loose the money invested in your Software Assurance.

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


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

More flexible License manager

Posted: 18 Jul 2005 05:10 AM PDT

Hi,
Pierre is right.
Licenses in MS CRM are what you call aggregate.
You don't need to remove anything from any user just keep adding them in
deployment manager, create your new users and add the license and role etc.
hth

Regards,
Nathan

"Pierre Hulsebus" wrote:
 

Unable to logon into Crystallogon.csp

Posted: 18 Jul 2005 03:00 AM PDT

Hi Carrie,

I do assume that you are referring to Resolution 9:
Verify all the Application Mappings for Crystal Reports exist in Internet
Information Services (IIS) on the Microsoft CRM server.

1. At the server in which Microsoft CRM Server was installed, click Start,
point to Settings, and then click Control Panel. Click Administrative Tools
and then click Internet Services Manager.

2. In the Internet Services Manager, expand your Microsoft CRM server. This
will display the Web site for Microsoft CRM. Right-click the Microsoft CRM
Web site and then click Properties.

3. Click the Home Directory tab and then click Configuration. This will
display the Application Mappings window. Click the App Mappings tab. In this
window, the first 4 mappings should be for Crystal Reports. They are the
extensions .cri, .rpt, .csp, and .cwr.

4. If these extensions are missing, create a support incident on the
Microsoft Business Solutions Web site https://mbs.microsoft.com/support.


I haven't had any problems with the mappings myself and therefore cannot
help you with this one. The resolution tells you to open up an incident with
mbs. I would seriously advice you to do so.

With kind regards,

Ronald Lemmen
Avanade Netherlands

"Carrie" wrote:
 

CRM 1.2 and SP4 on SQL 2000

Posted: 18 Jul 2005 03:00 AM PDT

While it has worked for many, last I heard, MBS had not yet officially blessed
this in terms of support.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 18 Jul 2005 09:59:42 -0400, "Dave Ireland" <com>
wrote:

worked ok for us Jacob.

Dave

"Jacob Mondrup - Cultivator Danmark" <com> wrote in message
news:u3CZx%phx.gbl... 

CRM Search in KB Manager

Posted: 18 Jul 2005 01:17 AM PDT

Hi Matt,

Do you have any doentation for the full-text indexing?

Jefferson


"Matt Parks" wrote:
 

CRM AdminTool

Posted: 15 Jul 2005 10:34 PM PDT

I got the tool. When I ran the tool to create a new System Admin role I get
the following error:
Cannot create user: Soap Exception

I'm new to CRM. Cannot anyone help me with this problem?

Ken
"Ronald Lemmen" wrote:
 

Installing MS CRM for Outlook

Posted: 15 Jul 2005 11:13 AM PDT

Steven;

If Hennning's good suggestion fails to fix the problem...

If IE is prompting for credentials despite you being logged into the network
as a valid user with a CRM profile/role/license, then it's likley just your
browser security settings. In IE, click Tools-->Internet
Options-->Security-->Local Intranet-->Custom Level. Scroll all the way to
the bottom of the list of settings and select either of the 'automatic'
options. This will prevent IE from challenging you.

You absolutely need to be able to get into the CRM without being challenged
for credentials before SFO will install or work properly

Dave


"Steven Janes" <microsoft.com> wrote in message
news:com...