Microsoft CRM - SFO CLient Fails to see Database |
- SFO CLient Fails to see Database
- Issues with Outlook integration
- NEED HELP: Who are MBS Partner here?
- Incident/Case Resolutions Report
- Sharing CRM SFO on a single PC
- Automatically Change Lead Status????
- Shared Accounts/Contacts
- Searching Knowledgebase fails
- Case history within each case
- How to create a CASE link in the "Quick Create" on homepage?
- MSCRM Integration with MAS90
- Wrong week number in calendar
- How to get the full account list
- Price List Updates
- Languages
SFO CLient Fails to see Database Posted: 29 Jul 2005 10:00 AM PDT Hi Liam, When I uninstall I do a restart after the uninstall, before installing again. Furthermore, refresh the cache of your webforms and delete all history in your IE browser (IMHO the SFO is a local webserver ith a local database and you look at it with an IE browser which is presented in Outlook). Is the client capable of using his webclient to connect to the server (without having to log in manually?) |
Issues with Outlook integration Posted: 29 Jul 2005 07:16 AM PDT Peter, thank you once again. This problem is now solved. Evidently it was the McAfee anti-virus software on the desktop which was causing this issue. The MS team was able to help us out. Thanks a million once agan. Regards "Peter Lynch" wrote: |
NEED HELP: Who are MBS Partner here? Posted: 29 Jul 2005 02:43 AM PDT And Also working at a MBS Partner, I have to say that the courseware books are a bit light. Surely, like all other prep books, they do not prepare you for the real world. I would go over the Doentation that comes with the OEM CRM install. "Dan Quinton" wrote: |
Incident/Case Resolutions Report Posted: 29 Jul 2005 12:20 AM PDT Hi Janneman, You can use the Service Report "CaseList By Resolution" - a Crystal Report you get with your Microsoft CRM installation CD's. It holds the information you request. If this is not good enough, you have to alter the report or build a report yourself based on info in the tables IncidentBase and ActivityBase. Define a filter on records in ActivityBase where ActivityTypeCode = 140. Henning B. Treichl (WM-data, Denmark) "Janneman" <microsoft.com> wrote in message news:com... |
Sharing CRM SFO on a single PC Posted: 28 Jul 2005 06:43 PM PDT There is one solution which might help. Install 2 operating systems on 2 different partitions. Each user will have to choose his version when booting. This of course is not a roaming profile, but it gives the opportunity to "share" a computer with multiple users. |
Automatically Change Lead Status???? Posted: 28 Jul 2005 11:10 AM PDT I'm also new to the work flow manager. I did one work flow but this one I am stuck on. Would you mind getting into some more detail for me? Thank you! "G-Graves" wrote: |
Posted: 28 Jul 2005 07:53 AM PDT One quick solution to what I'm hearing you say is a problem is to simply change the default view (go to Settings | System Customization section). This affects all users. So if you want all reps to see "All Active", make that the default view. And if you want all accounts available to all sales reps, you have the best, and easiest solution to implement. Put everybody in the same business unit, and don't use the MS CRM sharing function at all. By default, everything is shared (among all users in that business unit). If you start sharing, then people that aren't shared with won't be able to see it... 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 made to the Adventure Works Cycle database, visit http://www.vscrm.com/trial.htm |
Posted: 27 Jul 2005 01:43 PM PDT Hi Eric, Have you prepared the Knowledge Base search? If not, take a look at KB858728 To get more detailed information on errors in Microsfot CRM, you can turn on the DevErrors key in web.config on your CRM server. You find web.config in the root folder of your Microsoft CRM site. Hope this might help! Henning B. Treichl (WM-data, Denmark) "Eric Rist" <microsoft.com> wrote in message news:com... |
Posted: 27 Jul 2005 12:51 PM PDT Hey Matt, Thanks for the info. I did check out our blog site and I loaded : http://myserverhere/tools/viewEditor/viewManager.aspx?id=00000000-0000-0000-00AA-000010001899 Add the additional columns but when I tried to save the changes I got an error: Invalid Item Id The Item Id is invalid Any thoughts? Thanks for suggestions! Eric "MattNC" wrote: |
How to create a CASE link in the "Quick Create" on homepage? Posted: 27 Jul 2005 09:17 AM PDT http://www.c360.com/Products.aspx bottom right, FREE products etc.. "CEO" <com> wrote in message news:com... |
Posted: 27 Jul 2005 07:37 AM PDT does MAS90 have any sort of programming interface? -- John O'Donnell Microsoft CRM MVP http://www.mscrmfaq.us "Gary Bouchard" <microsoft.com> wrote in message news:com... third data use applications. does |
Posted: 27 Jul 2005 06:31 AM PDT So the problem is probably that MS CRM uses the datepart function in SQL Server which returns the wrong result according to swedish standards. Unfortunately it seems like I'll have to wait for a bug correction.... /Andreas "M" wrote: |
How to get the full account list Posted: 27 Jul 2005 04:00 AM PDT Uzytkownik "Matt Parks" <com> wrote against Thanks. That is the information I was looking for. Piotr |
Posted: 26 Jul 2005 01:37 PM PDT Scribe Insight for Microsoft CRM from www.scribesoft.com can do this. The licence plus configuation costs may be competitive with the progarmmer cost Peter "Shauna Koppang" <microsoft.com> wrote in message news:com... |
Posted: 26 Jul 2005 04:07 AM PDT I have been told be some product team members that this will definately NOT be in v3.0 Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Tue, 26 Jul 2005 08:47:59 -0700, "John O'Donnell" <com-nospam> wrote: right now it appears to be single language only. -- John O'Donnell Microsoft CRM MVP http://www.mscrmfaq.us "Rafal" <microsoft.com> wrote in message news:com... on would |
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