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Microsoft CRM - Using Sales for Outlook from home

Microsoft CRM - Using Sales for Outlook from home

Using Sales for Outlook from home

Posted: 14 Jul 2005 02:24 AM PDT

you an work offline , away from the office network.

But can you be online, i mean, you can access your webmail that i.e.
exchange emails from home, throught the web, can that be done with Sales for
Outlook.

Thx.

Sumit.

"Support www.MSCRM-ADDONS.COM" wrote:
 

MSCRM 3.0 WebForm UI changes

Posted: 13 Jul 2005 03:41 PM PDT

We did not change the ASPX pages as such. We wrote an HTTPModule that hooked
into web responses from CRM. The module would inject additional javascripts
into CRM pages. We use this function primarly to have role based
enabling/disabling of fields in CRM. We also customized the Find dialogs for
Accounts and Contacts to have additional search criteria. We have not changed
the CRM database. All our external data are stored in seperate databases.

"LeVar Bery" wrote:
 

Importing Opportunities

Posted: 13 Jul 2005 01:28 PM PDT

Hi Carroll,

You could buy scribe as peter advices, but there's also a tool delivered
with mscrm. This tool is the Data Migration Tool. It's on one of the cd's of
CRM. There's a pdf with that program which will guide you through the
migration process.

Hope this helps,
Ronald Lemmen
Avanade Netherlands


"Peter Bertell" wrote:
 

Modifying History

Posted: 13 Jul 2005 12:37 PM PDT

You can customize the associated view of activities using a well-publicized
hack. Just like other views, CRM does have an interface for changing the
columns on activity views. You just need to open a browser and go to the
right URL. There are many other undoented views that you can play with as
well. Here are some of them:
Go to the following URL where 'crm' equals the name of your crm server, then
insert the GUID for the view, as shown in this example
http://crm/tools/viewEditor/viewManager.aspx?id=00000000-0000-0000-00AA-000010001899

you can also try these GUIDs to customize other views:

00000000-0000-0000-00AA-000010001899 My Activities
00000000-0000-0000-00AA-000010001900 Open Activities
00000000-0000-0000-00AA-000010001901 Closed Activities
00000000-0000-0000-00AA-000010001902 All Activities
00000000-0000-0000-00AA-000010001903 Activities Associated View
00000000-0000-0000-00AA-000010001911 Homepage
00000000-0000-0000-00AA-000010001951 Sales Process Activities Subgrid
00000000-0000-0000-00AA-000000666100 Activities Advanced Find View
00000000-0000-0000-00AA-000010002000 Associated View: Notes
00000000-0000-0000-00AA-000010001203 Associated View Opportunities
00000000-0000-0000-00AA-000010001204 Articles
00000000-0000-0000-00AA-000010001205 Associated View: Teams
00000000-0000-0000-00AA-000010001206 Associated View: Competitors
00000000-0000-0000-00AA-000010001207 Associated View: Business Units
00000000-0000-0000-00AA-000010001208 Associated View: Roles
00000000-0000-0000-00AA-000010001209 Articles - Manage KB Search
00000000-0000-0000-00AA-000010001210 Associated View: Contacts
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Andy P" wrote:
 

Act! to CRM

Posted: 13 Jul 2005 09:13 AM PDT

Consider this approach: You've already gone from ACT to Access, so now you
can upsize the Access db to SQL. There's a tool on one of Access' menus that
lets you do this and maintain the relationships between tables. Once you have
it in SQL, use the Data Migration Framework and/or SQL DTS packages to get
your data into CRM. The difficult part will be ACT's notes and history items.
It should be able to be done, but you may have to try several different
approaches to get them in to the right contact/lead/account. Good luck.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Michael Truffa" wrote:
 

Shrink account entitys

Posted: 13 Jul 2005 08:51 AM PDT

Thanks Ronald, do you know of any other workarounds to avoid having to do
this? Is this going to cause problems when upgrading to later versions of
CRM?

And i take it that tion will have to be disabled whilst this is
changed.

I am just trying to find out any problems we could encounter doing this, we
already have a half built custom app ready to house the new entities but are
just after a short term fix until this is fully functional.

Simon
"Ronald Lemmen" <RonaldL@-REMOVETHIS-avanade.com> wrote in message
news:com... 

Sales for Outlook will not display

Posted: 13 Jul 2005 07:56 AM PDT

Find your CRM Sales For Outlook CD, place it on the table in front of you,
scream at it repeatedly at the top of your lungs, then throw it out the
window and under a passing truck. This will do nothing to help you with SFO's
stability, but it is at least effective as most other troubleshooting methods
for this add-in, and may help you to burn off some frustration. ;)

--
Matt Wittemann
http://icu-mscrm.blogspot.com


"TerrorByte" wrote:
 

Reporting on Assigned records

Posted: 13 Jul 2005 05:31 AM PDT

hmmm.....well if I create the case and then assign to someone else then i am
still listed as the creater and the new owner is the owner

so you could create a report that shows cases where the owner was different
from the original creator. of course it the case is assign to person one
then person two you will have no way of reporting that it was assigned to
person 1.



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


"Peter Lynch" <com.SPAMFREE> wrote in message
news:phx.gbl... 
on - 
90% 
the 
this... 

CRM Integration With GP 8.0

Posted: 13 Jul 2005 02:55 AM PDT

Hi Debarghya,

I've tried your suggestion and it really works. Thanks for your help.

Thanx,
Willy

"Debarghya" wrote:
 

Date/Time Displayed as 07/tt/jjjj

Posted: 13 Jul 2005 02:11 AM PDT

Now it's working

Didn't find that option. Thanks for giving me some glasses.

"Support www.MSCRM-ADDONS.COM" wrote:
 

Add more existing contacts to an account

Posted: 13 Jul 2005 01:59 AM PDT

ISV products provide the capability right now of linking contacts to
multiple accounts (and other many to many relationships) eg Powertrak Core
from www.axonom.com

Or you can wait for next version, as Ronald says


"Peter Klapwijk" <microsoft.com> wrote in message
news:com... 

Manage Cases in CRM System

Posted: 12 Jul 2005 07:13 PM PDT

the subject field is a powerful feature as it forces you to use a subject
taxonomy to categorize your cases. This means you could report on number of
cases per subject.

Imagine if you were running Microsofts KB

your taxonomy would be a list of products then perhaps issues like
installation, configuration etc. By using subjects you can group all your
cases together thereby making it possible to see patterns in the cases such
as a new product that you have launched that seems to be getting lots of
support calls.

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


"Zaqry Omar" <microsoft.com> wrote in message
news:com... 
about 
for 
field 
i 
have 
can 
your 
progress 
form 
the 
you 
the 
explaination. 

CRM cusomization

Posted: 12 Jul 2005 06:32 PM PDT

On Tue, 12 Jul 2005 18:32:03 -0700, "Nathan Warner"
<microsoft.com> wrote:
 

I've encountered this and it turned out to be one or more of the new
schema fields failing to publish due to a timeout. What I could not
find reported anywhere was which field failed all CRM would tell us in
the event viewer was all the fields that it attempted to publish we
had to go through them manually checking them and then repeat the
definition of the missing fields on the target machine.

Microsoft CRM Sales for Outlook install error

Posted: 12 Jul 2005 03:54 PM PDT

Hi Graeme,



I've experienced some strange behaviours with the Sales For Outlook client
related to multiple credentials on Windows XP clients. I could log on using
the browser client, but not when using the SFO-client. I found out it had to
do with multiple credentials stored on the client.



Try to check your user credentials. There might be stored multiple
credentials on the user in question.

Control Panel -> User Accounts -> Advanced -> Manage Passwords (remove
credential duplets, if any, and try to install again)



Remember: you can only have SFO installed for one user per machine.



Kind regards,

Henning B. Jespersen

(WM-data, Denmark)





"Curt Spanburgh" <microsoft.com> wrote in message
news:com... 

Print View Customization

Posted: 12 Jul 2005 02:37 PM PDT

Another possibility is to use our WordMailMerge for MS CRM 1.2 Add-On.
It allows you to generate Word-Doents with Data out of MS CRM.
So you can generate quotes or also single letter with the contact,account,
opportunity,.. data.

And because the generated letters are Word-Doents you are able to easily
change the
result. After that you are able to save it back into the MS CRM as
letteractivity, with the
Word-Doent attached as note.

If you are interested you will find at www.mscrm-addons.com detailed
information and
a trial-version as download.
You also can contact com for more information.


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






"MattNC" <microsoft.com> schrieb im Newsbeitrag
news:com... 

Domain Trusts and the SFO Client

Posted: 12 Jul 2005 12:11 PM PDT

Right, thanks Peter, and thanks Shawn.

as an example... Suppose I have an office in Canada with an AD domain and
the CRM installed into it. Most users access the CRM from inside the
Canadian domain, so life is simple. But if we open a new office in the UK,
with it's own domain (not part of the Canadian forest at all) and we would
like to let the UK users access our CRM using SFO, what level of Domain
trust would be required between Canada and the UK? It would be a one-way at
a minimum (the UK domain would have to trust the Canadian domain), but just
wondering if a 2-way is required (hoping not).

Thanks again gents.

Dave


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

CRM Issues - Cannot access CRM at all

Posted: 12 Jul 2005 06:21 AM PDT

Hi Curt,

Thanks for your reply - I have 2 GC's and have run netdiag - no tests
failed. I'm not having AD issues on any of my other servers...? Any further
suggestions woud be appreciated.

Tx.

"Curt Spanburgh" wrote:
 

Too many records Synched (outside buisness unit)

Posted: 11 Jul 2005 01:40 PM PDT

We have installed the hotfixes for the SFO client as well as the patches for
the server.

The issue is not that we are synching other peoples base records. I am only
getting about 700 accounts and 1000 records for each user. Exactly what they
should see. However , tables like CustomerAddressBase contains the
addresses for every entity in the system. So when we synch it has to deal
with 250k records in that table. Big time slow up on the system.

Still need help... anyone have any ideas?

Josh

"Henning B. Jespersen" wrote:
 

Prob with sales for outlook

Posted: 11 Jul 2005 05:50 AM PDT

Hi,
first thanks for the addin, it worked out, i get the abr and the connexion
in the folders. but the quick creqte buttons still don't work. I tried to
clear the cache, bit i didn't find a way to get to the sheet that gives me
the link to reinstall the button properly.
And i realised that the whole toolbar installed by sfo, isn't working at all
not only the promote button.
i've spent hours reading with my poor english the KB but i didn't find the
862523


--
Chaoul

fr
"Henning B. Jespersen" <com> a écrit dans le message de news:
phx.gbl...