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Microsoft CRM - Installing Crystal Reports for MSCRM

Microsoft CRM - Installing Crystal Reports for MSCRM

Installing Crystal Reports for MSCRM

Posted: 05 Oct 2005 06:49 AM PDT

Yes, the CD lets Crystal see the Microsoft CRM database in a usable way.
Otherwise you would need to create a connection directly to SQL and try to
make sense of the lowest level tables in CRM. (CRM uses a meta-layer to
present the data, and this is what you will be connecting to with the Crystal
Enhancements.)

By the way, the next version of CRM, while still supporting Crystal, will be
using SQL Reporting Services - much more powerful and, of course, a Microsoft
product.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Ben" wrote:
 

CRM Security Service not starting on reboot

Posted: 04 Oct 2005 01:03 PM PDT

Thanks for your reply Jani. That's interesting that changing the account
solved the problem. However, I'd rather not create an account for this
service or use the administrator account.

Yesterday, as a work around, I decided to set up a scheduled task to start
the service for me 20 minutes after the scheduled reboot. That seems to have
done, because the server rebooted last nigth and all was well this morning,
but I'd still like to get to the bottom of the issue.

Thanks again for your post.

--
thanks,
-Jeff


"Jani Ervast" wrote:
 

CRM 1.2 & SQL Reporting Services

Posted: 04 Oct 2005 12:43 PM PDT

I know I also had some problems installing rs and crm on the same box. But I
have managed to get rs to create a new iis website. If I recall correctly
all I did was rename the default website, and set a hostheader.



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

delete permission

Posted: 04 Oct 2005 10:25 AM PDT

Sad, but true. However, since the Quote was "activated", then it became
read only, except for marking it as won, etc. From a historical
perspective, it should be revised prior to flagging as won.

--

Matt Parks
MVP - Microsoft CRM


"Bobby" <microsoft.com> wrote in message
news:com...
replying to my own post...if a user s up the pricing on a Quote and
says
"Won" is this product seriously not allowing me to go back in to that won
quote and revise it? It was an honest mistake by the sales rep!

"Bobby" wrote:
 
cleanup 

Column limit

Posted: 04 Oct 2005 09:56 AM PDT

could you please post the event viewer message?

Ronald Lemmen
Avanade Netherlands

"GDaxon" wrote:
 

converting leads to opportunities

Posted: 04 Oct 2005 09:48 AM PDT

You could remove the map from the Lead to Opportunity on the Owner field.
Haven't tried this myself, but it might do the trick.

--

Matt Parks
MVP - Microsoft CRM


"Bobby" <microsoft.com> wrote in message
news:com...
That does make sense, but I have a house full of upset Sales Execs who want
to go with another system because of the number of steps involved to do
anything in this product. I'm trying to automate everything I can to gain
user acceptance.

Thank you for your help though.

"John O'Donnell" wrote:
 
they 
as 
leads 
creates 
two 
sales 

Can't send direct email after moving user to another business unit

Posted: 04 Oct 2005 07:53 AM PDT

If you meant by descriptors the security roles for that user, he has a
business unit access level to append for the activities and append to for the
object he is trying to send to. and he is the owner of that object anyways.
Does he need any more permissions??

Thanks for your reply
--
M@gi


"John O'Donnell" wrote:
 

Upgrading CDF Database's from 1.0 to 1.2

Posted: 04 Oct 2005 06:20 AM PDT

Hi Matt,

Glad to here from you again.
I donwloaded a patch 831202 which corrects the database version problems for
the DMT, but had to change the Version numbers in the registry for the
Database from 1.2.3297.101 to 1.2.3297.0 to apply it.
All is working fine. I just need to review the doentation on the DMT
before i use it.
Matt, do you know of any way besides a addon utility that i can import
Contacts into the CRM without creating duplicates?

Rgds
Jefferson

"Matt Parks" wrote:
 

duplicates contacts on Import

Posted: 04 Oct 2005 01:37 AM PDT

Hi,

I need to upgrade the CDF database from ver 1.0 to ver 1.2 in the Microsoft
CRM.
I don't suppose you have an active link to this?

"CRM Expert" wrote:
 

customizing CRM pages

Posted: 03 Oct 2005 03:42 PM PDT

Hi Jack,

For MS CRM 3.0 Beta , you have to asked privately from microsoft. As
currently only allowed for the special partners. mail me com

--
Microsoft CRM Expert - MVP - CRM & .Net
http://microsoftcrm3.blogspot.com



"????" wrote:
 

Hide a Field

Posted: 03 Oct 2005 02:37 PM PDT

You can add some javascript tot he bottom of the .asx page that sets the
control to hidden. This is not supported though.

--

Matt Parks
MVP - Microsoft CRM


"Cayla" <microsoft.com> wrote in message
news:com...
I know how you can remove fields from the forms in System Customization.
But
is there a way to leave the field on the form but hide it from the user?

Thanks!
Cayla

"Matt Parks" wrote:
 

Generate emails automatically

Posted: 03 Oct 2005 01:16 PM PDT

The workflow component is something we hadn't used. I figured out my problem
using workflow yesterday. Thanks for the response though.

"MattNC" wrote:
 

You have reached the maximum amount of tabs for this form.

Posted: 03 Oct 2005 08:55 AM PDT

Hi,

Still same.. but might be in final release microsoft people will work on it
and give more .. Still 8 tabes allowed on the form.


Thanks,
--
Microsoft CRM Expert - MVP - CRM & .Net

All about Microsoft CRM 3.0- read

http://microsoftcrm3.blogspot.com




"GDaxon" wrote:
 

Web Login Problem

Posted: 02 Oct 2005 03:11 PM PDT

Hi Mike,

Did applying the rollup make any difference at all? If not, could you
please attach a screen shot of the error message, along with the event logs
from the CRM server and I will review them to see what I can find.

Thank you!
Tami

Users Can't Log-in

Posted: 01 Oct 2005 11:40 AM PDT

Internet Explorer has a build in pop-up blocker as you might know.
Try adding the URL of the CRM site to the pop-up blocker in the list of
allowed sites.
You can also try to add the URL of the CRM site to the Trusted Sites, or
Local Intranet security groups in Internet Explorer.

Regards,

Merijn

"mt4bass" <com> wrote in message
news:ex1o%phx.gbl... 

Problem publishing changes

Posted: 30 Sep 2005 01:05 PM PDT

Cayla,

Thanks for the responds, but as i posted in my previous post we already
checked this.
We only have one website, which is named Microsoft CRM Version 1.2, on port
80. The host header of that website is blank.

I also do not see what any of these settings would make the generated XSL
templates corrupt.

Regards,

Merijn

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

Sales for Outlook, CRM Appointment lost one tab

Posted: 30 Sep 2005 12:28 AM PDT

Thank you from quick reply.

I might have little problem here, custom forms is completely empty.

Perhaps it is best that I re-install outlook client at this point.

Also something wrong with SQL part as CRM is pointing directly at
<ourserver> not <ourserver>\CRM

I did have lot of problems when installing, I think that I have installed
CRM around 20 times, everytime I got different result, now it works via web
browser so I don't like touching CRM installation again ;)

One odd thing is that when installing I did choose http://<ourserver>/crm
but still it is accessible only from http://companyweb

Maybe because of these oddities our Outlook client won't work properly,
funny thing is that it did work one day and after clearing cache it worked
another day, until it finally lost all forms.

CRM is kind of magical piece of software :)

"Leo Merikallio" <com> wrote in message
news:googlegroups.com... 

Failed to add new String attribute ??

Posted: 29 Sep 2005 06:54 PM PDT

Hi,

The next version does solve this issue. They have decided to separate the
attribute tables into a systemgenerated and an usergenerated table.
Furthermore does the user get the possibility to delete attribute fields from
crm. Yes, in theory it is still possible to get to that limit, but that
wouldn't be a regular system anymore.

With kind regards,

Ronald Lemmen
Avanade Netherlands

"Wan" wrote:
 

CRM 1.2 Post Event COM+ Handler

Posted: 29 Sep 2005 11:18 AM PDT

Got it working now! Our post-event handler is capturing the Create,
Modify, Delete events.

At first I thought it had something to do with the COM+ object, GUID,
permissions, or some combination. But the confusion for me (and the
reason our COM+ object wasn't getting called) came down to the SQL
script...the following is an excerpt which updates the EventMask for
the specific ObjectType code (in this case 3=Opportunity, 4=Lead, ...
see the CRM 1.2 SDK for the full listing):

-- ... OTHER SCRIPT...

--Opportunity (post-create, post-update, post-delete)
select @entityid = EntityId from Entity where ObjectTypeCode = 3
update Entity set EventMask = 1 where ObjectTypeCode = 3

insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,
CalloutOrder, IsEnable, IsAsyncHandler) values
(2, @entityid, @subscriberid, 0, 1, 0)
insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,
CalloutOrder, IsEnable, IsAsyncHandler) values
(8, @entityid, @subscriberid, 0, 1, 0)
insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,
CalloutOrder, IsEnable, IsAsyncHandler) values
(32, @entityid, @subscriberid, 0, 1, 0)

-Rob

birdwellmusic wrote: 

Security: Assign To Queue But Not Users

Posted: 29 Sep 2005 10:46 AM PDT

Will give that a try! Thanks.

Permission Error in CRM Web based Application

Posted: 29 Sep 2005 07:04 AM PDT

This is part of patch for Microsoft CRM. Rollup-1 it is called. I
just installed yesterday.

currency maximum value goes beyond limit 100 billion ?

Posted: 28 Sep 2005 11:03 PM PDT

UNcleb, Thanks for your suggestion... Well, that tolerant with the CRM
limitation if customer allow. But in finance, each number is important and
futhermore there will be alot of multiplication and division calculations
involved in those fields which need high precision. Any say from Microsoft ?
Thanks

Apart from that, i wonder why the float data type has the same max value as
integer. I thuoght it should be much higher ?? Any data type has high max
value ?


"UncleB" wrote:
 

Customer Service Reps and Quotes

Posted: 28 Sep 2005 05:28 PM PDT

In our organization we have sales reps and customer service reps. Our
CS reps upsell clients and assist in value added services.

Sales reps have only the "salesperson" role(under the Roles tab) and a
sales license(under the License tab) of the user settings.

Our CS reps have 2 roles "CSR" and "salesperson". They have a Sales
and CS license. For us this is combined in the Professional Suite
License (which is Sales + Support). Hope that helps.

copy setting between 2 instalations

Posted: 28 Sep 2005 01:34 PM PDT

Thanks Ronald

"Ronald Lemmen" wrote:
 

Error Adding Users to CRM

Posted: 28 Sep 2005 01:05 PM PDT

There is one user added to the CRM System now and I have tried getting that
user to access CRM via crm.xx.com and IP number. However, the user
receives a message stating that an error has occurred. Please contact your
system administrator.

I was going to see if she could access the system and add a user, but no luck.

I don't know if something is wrong with the install as a whole and it should
be reinstalled or if this is just something minor that can be resolved??

Please advise.

"John O'Donnell" wrote: