Pages

Search

Microsoft CRM - attachments in notes

Microsoft CRM - attachments in notes

attachments in notes

Posted: 18 Aug 2005 10:59 AM PDT

Matt,
Thank you. I am starting to fumble my way through this. I found where to
change the form. I added a tab, and sections and fields. I first went into
the schema mgr and went into accounts and added 3 new "schemas" - all were
strings. I saved the new form and all looks like it should be ok, however,
when I go into accounts, the old form still shows up. Do I need to restart
services?
I am overlooking something simple.
I did not know what to do about mapping... do I need to do any mapping?

"MattNC" wrote:
 

Customizing Lead Form

Posted: 18 Aug 2005 08:51 AM PDT

I did an IISReset and it now displays the field. Thank you so much Brandon.

As a side question why would this require an IISReset? I thought that
publishing it would have updated the form.

-- Martin
"Brandon" <nospam.com> wrote in message
news:phx.gbl... 

Is this an appropriate "help desk" solution?

Posted: 18 Aug 2005 03:31 AM PDT

I would agree with Matt, *providing* you are supporting external customers.

MSCRM 1.2 has limitations when providing support internally within the same
enterprise, due to the way the CRM Email router works. These limitations
will disappear, I believe, in the next release when the Email Router will be
abandoned

Peter

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

Error during installation

Posted: 18 Aug 2005 01:49 AM PDT

the problem was that there was a language conflict
the operation system was in german and the crm in english

Company numbers generated automatic from MS CRM

Posted: 18 Aug 2005 12:39 AM PDT

I'm afraid I don't exclusively own the intellectual property rights to the
code I've written before, so can't publish it anywhere.

To get you started on post-callouts, have a look at the following MSDN
article:
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/crmsdk1_2/htm/v1d2postcallouts.asp

As to writing the code to generate numbers, I'd suggest the following:
- Create a SQL table to track and generate numbers; the easiest option is
use a Identity column as this will prevent duplicate numbers being assigned
- Use the CRMAccount.Update method to save the number. See:
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk1_2/htm/v1d2crmaccountupdatemethod.asp
- Be careful if using PostUpdate, as a call within this to CRMAccount.Update
will cause another call to PostUpdate, so you will need to ensure you don't
create an infinite loop

Hope this helps

"Alwin" wrote:
 

what are the crmForm Properties and Methods

Posted: 17 Aug 2005 04:55 PM PDT

The file you want in the source code is _forms\styles\FORM.crm.htc

btw If you can wait, it looks like the Form Object Model will be an official
part of the SDK in CRM 3

"John O'Donnell" wrote:
 

Dupicate Record Error - Urgent to fix

Posted: 17 Aug 2005 01:32 PM PDT

Shauna: What are you using to check for duplicates? Did you write something
yourself or are you using a third-party add-on? Just interested...
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Shauna Koppang" wrote:
 

Leads entity in v3.0

Posted: 17 Aug 2005 08:25 AM PDT

Understood, but there are 2 problems with having to on-off each and every
contact:
1.) You must first pick one of say, 20 leads (as there is 1 lead per
contact) to convert/create a new account record.
2.) You must go and update all of the remaining leads with the new
customerid, then convert them-- one by one-- to contacts so they can be
associated with the new Account record.

In a B2C scenario, this may be prudent, but in a B2B, it's tedious for our
Users. If an organization is your lead, it makes much more sense to be able
to pre associate all of the people that say, a Telemarketer speaks with
(which means multiple "Contact" lead records to properly log Phone Call
Activities) before they reach the "Decision Maker" which enables the Lead(s)
to be converted to an Account/Contact/Opportunity.

It seems redundant and superfluous to either a.) only include one contact in
the Lead process, as this is never the case for us and b.) Have no automation
that can handle many to one association for "contact" leads within an
"account" lead so that the conversion process sets everyone up where they
need to live outside the realm of the Leads entity.

What ends up happening with our end users is that they create one lead for
the account/facility, then they import all of the contact data directly into
the Contacts entity so as to save the hassle of converting individual Lead
records to Contacts.

--Dodd



"John O'Donnell" wrote:
 

Unistall CRM

Posted: 17 Aug 2005 06:35 AM PDT

Hi,

So, what if, for some foolish reason, that user profile no longer exists on
the machine or has changed significantly? What might be the procedure for a
"force uninistall" of SFO when the original user has gone missing?

I was able to get most of the way through this by removing folders and reg
keys, but when I reinstalled SFO, even though it seemed to go through, there
was a problem creating folders.

Thank You for any help,

E. Palmer


"Simon" wrote:
 

Assign problems

Posted: 17 Aug 2005 05:41 AM PDT

I posted a similar problem but for some interesting reason the post never
made it. Basically when a salesperson leaves we re-assign their contacts to
other salespeople. We started noticing that more than just the contacts are
re-assigned. All the associated orders went with the contacts as well and
that is very very poor design behaviour.

Can anyone confirm you are getting the same behaviour?

Thanks!

"Harald" wrote:
 

custom attribute in crm

Posted: 17 Aug 2005 12:49 AM PDT

hi again
thanks for the reply .one more question.
what is PostCallout ?


"Jose Berrios [ASP.NET MVP]" wrote:
 

Using onchange event to Hide a field

Posted: 16 Aug 2005 11:50 PM PDT

I just saw a blog about dynamically hiding an entire tab (within the given
entity) based on the value selected in a picklist. If it's possibole to move
the fields you'd like to hide dynamically onto their own tab, you might find
some value in this guys sample code:

http://blogs.msdn.com/joris_kalz/archive/2005/07/27/444152.aspx

--Dodd

"cdobkins" wrote:
 

CRM Reports don't work after installation

Posted: 16 Aug 2005 10:40 PM PDT

Crystal uses an ODBC connection IIRC called CE90. That specifies the location
of the database.

Rob Bakkers,
Avanade Netherlands


"DougMann" wrote:
 

Conditional Formatting in Workflow E-mail

Posted: 16 Aug 2005 02:06 PM PDT

Wow. That's a tough one. I don't think you're going to be able to put
conditional statements in the email itself. I think you'll want the
conditions to be in the workflow. I'm not sure exactly how to work this out,
but I think I would approach it with manual workflow rules that call other
manual workflow rules (sub processes). So, you might have Rule 1 that the
account rep runs when they create the opportunity.

Rule 1 might go something like:
If
opportunity.owner = John Smith
Then
Run Rule 2
Else
Run Rule 3

Rule 2 might say:
If
opportunity.CFPunderwriter = Frank Jones
Then
Run Rule 4
Else
Run Rule 5

Then you'd need Rule 3 to say:
If
opportunity.CFPunderwriter = Scott Wilson
Then
Run Rule 6
Else
Run Rule 7

You'd have to do a number of rules. I'd start by diagramming it out. Then
the final rule that each branch of the diagram would get to would be the
email. I guess if you have too many possible combinations, you could
potentially end up writing 100 rules, and then face the prospect of someone
leaving the organization or changing their name or getting promoted, and
you'd be in it all over again.

The other approach: Write a web application that has all of your logic
built-in and call it from an ISV button on the opportunity form. This would
be harder to do, but would probably end up serving your purposes better.

Anyone else have some thoughts on this one???
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Vinh" wrote:
 

CRM and GP integration with Biztalk 2002

Posted: 16 Aug 2005 12:48 PM PDT

If you have been using both products disparately, you run the risk of ending
up with a huge amount of unintegrated duplicate data in your systems (i.e.
customers, products, etc.) Don't go into it expect your existing data to be
"integrateable". Most likely you will have to migrate your data from Great
Plains using the scripts provided by MS and then use some sort of de-duping
tool (c360 has one with their SearchPac module) or write your own script.
Bottom line, MS built the integration with the assumption that Great Plains
is already in place and that you would implement it at the same time you
implemented CRM.

Also, once the Biztalk integration is in place you will notice many flaws in
the architecture of the adapters (i.e. messages can "partially" fail,
accountid is mapped to customerid but customeid is mapped to "integrationid"
useless for getting the correct account #'s into Great Plains causing our
Acct. Mgr. to edit customerid's with Changer, the list goes on). On top of
that Biztalk is highly unstable. Jobs will run...sometimes. Message
Monitoring/Diagnostic tools are a stinking pile of sh**ty hacks thrown
together. I wish our development team wrote a custom integration from the
get-go now that i look back on all of the time I wasted on the "free"
integration.

On the other hand, we have been very impressed with the Scribe INsight for
CRM integration tool (our developers just went through cert training and are
testing the product) and we are about to migrate off the Biztalk integration
and implement the Scribe solution internally (Scribe provides a migration
tool and will assist with shutting down a Biztalk solution). My advice
(supported by many sleepless nights) is to avoid the "free" Biztalk
integration and go with Scribe or wait for the next iteration.

sorry to be so long-winded. :P

Austin

"Matt Parks" wrote:
 

Email to generate case

Posted: 16 Aug 2005 09:50 AM PDT

When v3.0 is available in ~90 days, you'll be able to make this happen using
the updated workflow engine.

Regards,
Alex

--
Alex Simons
Director of Program Management
Microsoft CRM
-------------------------
This posting is provided "AS IS" with no warranties, and confers no rights.
Use of included script samples are subject to the terms specified at
http://www.microsoft.com/info/cpyright.htm
"MattNC" <microsoft.com> wrote in message
news:com... 

Lost Contact and Notes

Posted: 16 Aug 2005 09:47 AM PDT

So Create new databases and restore the backup to the databases. How does
one connect to the databases? I have created a test environment with one
server Win2003, SQL 2000, Active Directory, how does one restore the
databases from my backups and install crm to access the data via sql. This
would eleviate performing any work on the production server.

"Dave Carr (dave- no com" wrote:
 

New Install Issues

Posted: 16 Aug 2005 08:50 AM PDT

What's in AD? Do you see the CRM roles in your Active Directory OU's?

"RcooperLTI" wrote:
 

Create new case

Posted: 16 Aug 2005 07:55 AM PDT

Another option is to put a workfow in place that re-assigns the case.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 16 Aug 2005 09:39:46 -0700, "STUARTS"
<microsoft.com> wrote:

we have a receptionist who will be taking support calls and logging them into
the CRM Service section. Unless I doing it wrong, the process seems to be
that you have to create the case, save it, and then assign it to a CSR. I'm
basically trying to streamline the process a little. Am I doing it right or
is there a better way?

"MattNC" wrote:
 

LocalSystem vs Domain User

Posted: 16 Aug 2005 07:05 AM PDT

So there is no best solution?

Is there a best practice for installing crm and sql on the same machine and
on different machines?

Thx for your help

"Matt Parks" wrote:
 

SQL Server 2000 Report Pack for Microsoft CRM

Posted: 16 Aug 2005 06:29 AM PDT

SELECTS are definitely OK. Microsoft have certified ISV add-ons for MSCRM
that extensively use direct SQL SELECTS


"Matt Parks" <com> wrote in message
news:com... 

Beta-Newsgroup for CRM v3?

Posted: 16 Aug 2005 06:22 AM PDT

Thank you. The company i'm working in is partner of the new windows eiger and
crm v3. I haven't an access to the newsgroup now, so i asked a colleague who
has access to the eiger newsgroup. I couldn't find there a Newsgroup for crm
v3.
I will now ask my boss. I think everyone who is partner in crn v3 should be
poosible to write in that newsgroup. Or am i wrong? Maybe it depends on the
account which beta-newsgroups are visible.

Regards,

Stefan


"John O'Donnell" wrote:
 

Workflow Manager not editing existing rules

Posted: 16 Aug 2005 03:55 AM PDT

Thanks Matt,

Created the reg value, and all seems to be working well.

Rgds
Jefferson

"MattNC" wrote:
 

E-Mail Error: An unexpected error occurred

Posted: 16 Aug 2005 01:46 AM PDT

Yes, about 4 times :)
Problem still exists.

"Rob Bakkers" wrote:
 

Starting over with CRM & SBS

Posted: 16 Aug 2005 12:04 AM PDT

Still no good.... I got everything except CRM running with apparently no
problems. When I try to reinstall CRM I've tried attaching to the existing
database which is listed under the SQL server but for some reason I\it can
not attach to it. I get an error that says either the database does not
exist or CRM can not attach to the server. Well, thank you MS I guess I
couldnt have figured that out on my own. The only thing I can come up with
is that there is a password issue between SQL and CRM that isnt syncing up
correctly or it has something to do with the SSL from the previous install.

Any help from anyone would be greatly appreciated.....

"MattNC" wrote: