Pages

Search

Microsoft CRM - Can I Use two servers for instalation CRM?

Microsoft CRM - Can I Use two servers for instalation CRM?

Can I Use two servers for instalation CRM?

Posted: 07 Sep 2005 12:44 PM PDT

your SQL database can be on a different server to you CRM install

"Dave Ireland" wrote:
 

Evidence of users who deleted records in MSCRM

Posted: 07 Sep 2005 06:05 AM PDT

Hi Matt,

Thanks for your fast response. I kind of thought it would be hard to find
this out. We have checked out the VAST 3rd party software but it is very
expensive and our client may not want to implement this cost for his 20 users.
--
JDMcDonnell A+ MCP Certified


"JD" wrote:
 

Urgent - Changing the User Name Order

Posted: 07 Sep 2005 03:34 AM PDT

Hi Peter,

Many thanks for the help,
I when into the Enterprise manager and did an edit under the SystemUserBase
on the Fullname field, and renamed them their manually.

But thanks for the script, i will save this for future reference.

Rgds
Jefferson

"Peter Lynch" wrote:
 

How to Sync CRM - Outlook

Posted: 07 Sep 2005 03:33 AM PDT

Wrong newsgroup. Try Axapta newsgroup(s)...


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

release of version 3

Posted: 06 Sep 2005 09:14 AM PDT

There's a recent post on my blog with details about CRM 3.0
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"JenniferW" wrote:
 

Reports i CRM 1.2 - adding and removing

Posted: 06 Sep 2005 05:20 AM PDT

You can download Report Manager for CRM from the MBS website. It installs on
your CRM server and allows you to delete and rename reports in CRM. You can
save custom reports from Crystal into CRM by clicking on the Enterprise
folder in the Save As... screen in Crystal and drilling down to where you
want them.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Jacob Mondrup - Cultivator Danmark" wrote:
 

CRM release date

Posted: 05 Sep 2005 05:56 AM PDT

Hi there, would you please tell me when the CRM v 1.2 was lunched in Egypt,
and USA as well?
--
Regards,
Marwa



"marwa" wrote:
 

Customize the Outlook Leads View

Posted: 05 Sep 2005 05:02 AM PDT

Any customization that you do through Microsoft CRM customization tools (and
publish) will be picked up by the Outlook client also when it is restarted...
thx.
hari prasad
--
This posting is provided "AS IS" with no warrenties, and confers no rights.


"FC" wrote:
 

Phone call not filtering through to accounts

Posted: 05 Sep 2005 03:34 AM PDT

v3.0 will offer a view that will show this. Till then, if it is critical
for you, c360 has an addon that will help.

--

Matt Parks
MVP - Microsoft CRM


"MattNC" <microsoft.com> wrote in message
news:com...
There's no way to do this in CRM. The "Originating Lead" field on the
contact
form is supposed to serve this purpose. You can click the link in this field
to open the lead and view its history of activities.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"IsoChick" wrote:
 
it) 
You 

Updating to version 3.0 beta

Posted: 05 Sep 2005 12:56 AM PDT

You'r both rigth. It would not be a good idea to run a beta version in a
productive environment. So i have to be patient till the final version is
released.
Thanks a lot

"Matt Parks" wrote:
 

How to drop a column which was added by using Deployment Manager?

Posted: 03 Sep 2005 12:29 AM PDT

Removing fields from the database is completely unsupported by MBS. That
said there is a procedure to remove them. In version 3.0 you will be able to
cleanup unused fields from the DB. This is the recommended procedure
especially since you only added 1 field to the account table which is not
that full to begin with. Below are steps to remove a field but again are
unsupported.

Step 1 delete field from attribute table in the metabase.

1. Open Query yzer

2. run the stmt: select * from attribute where name like ‘%ND_Checklist%’

3. In the results find the attribute id GUID.

4. Run the following SQL statement: delete attribute where attributeID =
‘{GUID}’





Step 2.

Disable tion. If the customer is using Sales for Outlook they will
need to make sure all SFO clients are all online. Follow this TK for
disabling and later in step 4 re-enable. TK 29538.





Step 3. Delete the field from the base table in the MSCRM database

1. Open Enterprise Manager

2. In the MSCRM DB find the OpportunityBase table.

3. Right click on the table and choose design table.

4. Highlight the row for the CFSND_Checklist_1_Comment.

5. Right click on it and choose delete column.



Step 4. Delete triggers out of the views.

1. Open Enterprise Manager.

2. Expand the MSCRM database.

3. Click on the views.

4. Find the Opportunity View.

5. Right click on it and choose All tasks >>manage triggers.

6. In the drop down there will be 3 triggers. (create, and update).

7. Choose the create trigger.

8. Highlight the entire contents of the trigger and copy it.

9. Past this into a text file.

10. Perform steps 8 and 9 for the update and delete triggers as well. (you
should now have 3 text files).

11. Right click on the Opportunity view and choose generate SQL script.

12. Save it as Oppty.SQL.

13. Open the OPPTY.SQL script with text pad.

14. In the file find the CFSND*. Wherever you find it, delete it. It
should be in the file twice.

15. Save your changes.

16. Open the OPPTY script in Query yzer.

17. Execute the script against the MSCRM database.

18. Open the create trigger file you saved.

19. Search for the custom field and delete the entire line. The field will
be in the file twice.

20. When you delete the line make sure you remove the comma from the prior
line to ensure well formed SQL. (remove both instances of the field).

21. Save your changes.

22. Open the create script in SQL and run it against the MSCRM database.

23. Open the update file.

24. Perform steps 19-22 on the file. There is only one line with the
custom field, be sure to remove the line.

25. Open the delete file and run it in Query yzer. No need to modify
this file.



Step 5 â€" Recreate tion.

"Alper Can" wrote:
 

Unable to edit user settings

Posted: 02 Sep 2005 01:41 PM PDT


Thanks for the responses...
I did recieve this error on installation: "Setup was unable to add the
specified license key to your Microsoft CRM deployment: s. When you complete
Setup, manually add the license key in License Manager."

Its not set on a domain controller, we just purchased a new machine
specifically for CRM.
Nathan, doing a fresh install without using an existing database worked? Do
you have to use the data migration framework? Could I just have it create
the new database on a different server, then use DTS to populate them from
the old database? I ask because i've downloaded the migration framework and
even though i'm going from sqlserver to sqlserver, I'm unsure of how to
handle the mappings, especially the fields that don't have any evident
destinations in the cdf_mscrm database.

Thanks for your help...




"Nathan Warner" wrote:
 

Duplicate record deletion

Posted: 02 Sep 2005 01:20 PM PDT

We have many products from c360 and they have been lifesavers. Especially
when it comes to merging duplicates in CRM and having to update fields.
If it wasn't for the c360 products we have I would not be very fond of CRM 1.2

I am excited to see what v3 has in store as there will be a lot more
administative features.


"Eric - ePartners" wrote:
 

Multiselect

Posted: 02 Sep 2005 12:46 PM PDT

Negative. There is no multi-select picklist for MSCRM 3.0. One was
developed but did not make the cut. Possibly look for it in the first hotfix
or service pack.

"Alper Can" wrote:
 

Sending Letters from Opportunities

Posted: 02 Sep 2005 04:06 AM PDT

We provide an Add-On called "WordMailMerge for MS CRM" which
gives you the possibility to generate letters directly out of the MSCRM
WebClient.

You are able to define for each entity(Contact,Opportunity,account,..)
different
word templates and you will be asked which template you want to use for
writting the letter.

SO with this Add-ON it is possible to generate a letter with only one click
on the
opened contact,account,..-form.

After generating the word doent it is posible to create a letter activity
to
the open contact,account,.. and add the whole doent as note.

If you are interested go to www.mscrm-addons.com and download a
trial-version!


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





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

Saving your place in CRM

Posted: 02 Sep 2005 03:15 AM PDT

If your leads are sorted alphabetically by first name, and the view only
includes open leads, then she should always be calling the first lead on the
first page. If she disqualifies the lead, it will disappear from the view,
and she can call the next lead which is now in the first position. If she
converts the lead to an opportunity, it will disappear from the view, and she
can again call the lead that has now moved into the first position.

Or am I not understanding something about how you are working?

Alternately: add a picklist field with two values: "Called" and a default
value of "Not Called" and have her change it to "Called" after she calls
them. Show this picklist in your view of the leads and she can quickly go to
the next lead that is "Not Called."
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"IsoChick" wrote:
 

Sales for Outlook - "Cannot find Server"??

Posted: 02 Sep 2005 02:53 AM PDT

FOr anyone's information - i've fixed this by using the following steps,
which i found in another CRM newsgroup. (Thanks!) Quite odd that all the
clients went at the same time.... would Microsoft Update have done something
to affect this dll??

MattNC" wrote:
 

--------------------------------------------------------------------------------------------
"Cat Wakefield" wrote:
 

Changing Report Fields

Posted: 02 Sep 2005 02:11 AM PDT

You can change the name without any thing changing in the reports. The
reports use the schema name, and that is something that cannot be changed in
the system. So it can still retrieve the field using the schema name. The
user will only see some difference in the form, advanced find, views, etc.

Regards,
Rob Bakkers,
Avanade Netherlands


"Kuvenp" wrote:
 

MSCRM upgrade 1.2 to 3.0 Error

Posted: 01 Sep 2005 01:57 PM PDT

You can get the contact info from Betaplace. This has the info you need on
setting your login password etc for that secured group.

--

Matt Parks
MVP - Microsoft CRM


"Alper Can" <com.tr> wrote in message
news:phx.gbl...
Hi John;
How can we access the beta newsgrouýp for crm3.0?
"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 

What is the SalesStage in the lower right hand corner of Opportuni

Posted: 01 Sep 2005 09:41 AM PDT

I created a new opportunity, it displayed "Sales Stage: None". There isn't
any sales stage configured in workflow manager.

"John O'Donnell" wrote:
 

Synchronizing SFO

Posted: 01 Sep 2005 08:52 AM PDT

the next release of crm (3.0) will have a more robust sync engine, and you
should be able to accomplish this.

Dave

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

Add more status values for cases?

Posted: 01 Sep 2005 08:44 AM PDT

You might want to consider creating alternate Views that filter base on the
status reason. That would at lest remove them from the views if that's what you
want.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 1 Sep 2005 10:39:04 -0700, "David M" <microsoft.com>
wrote:

Yes Peter,
They do fit nicely as a status reason. Just wanted to change the status of
cases on hold to a "non" active status.

"Peter Lynch" wrote:
 

undefined variable in form

Posted: 01 Sep 2005 07:18 AM PDT

Hi Matt,

I've made some changes to the form, but the Quantity field can't be removed.
It is still on the form.

"Matt Parks" wrote:
 

Data Migration Question???

Posted: 01 Sep 2005 07:00 AM PDT

Thanks for clearing that up

"KjellSJ" <microsoft.com> wrote in message
news:com... 
database. 
their 
surfaced a 
database. 
for 
records 
case of 

sub-accounts

Posted: 01 Sep 2005 06:35 AM PDT

Not saying this is 'how they are supposed to be used' but we have a client
who stores the head office as the main account and all the dependant branchs
as the sub-accounts. They are related through the Accounts Parent Account
field, for their main accounts this is blank for the sub account this is
populated with the relevant main account.

Hope this helps

Alex

"David M" <microsoft.com> wrote in message
news:com...