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Microsoft CRM - Adding Values to Contract Billing Frequency Drop-Down Menu

Microsoft CRM - Adding Values to Contract Billing Frequency Drop-Down Menu

Adding Values to Contract Billing Frequency Drop-Down Menu

Posted: 09 Nov 2005 02:46 AM PST

Yes I did so,
result is that now when making a contract this option in the dropdown menu
is available, but when we try to make a template, this extra value isn't
there!

I can't understand because (so says the Deployement manager) these Dropdown
menu's refer to the same data field, or don't they?

Thanks,
SturE




"Andreas Donaubauer" wrote:
 

User MS Contact to MS CRM Contact

Posted: 08 Nov 2005 10:58 AM PST

Hi Matt,

I can’t understand why the Business Contact Manager has this feature enabled
to convert a single outlook contact and MS CRM doesn’t.
Do you know if I can customize the import contacts wizard to select only
contacts that match with a specified category?? What I mean is that the user
creates a custom category called "Must be in CRM" and those contacts that
must be in CRM have this category checked, then the wizard only takes these
categorized contacts and no others...

Regards,
Pablo

--
Pablo Gómez


"Matt Parks" wrote:
 

updating test box

Posted: 08 Nov 2005 10:51 AM PST

You need to use the Redeployment Tool that can be downloaded from the
support site. Backup/Restore won't work as the underlying SID's from AD
that are stored in the DB will point to your prod OU.

--

Matt Parks
MVP - Microsoft CRM


"JenniferW" <microsoft.com> wrote in message
news:com...
I have a test box for CRM. It has A/D, SQL and CRM. I need to update the CRM
and databases to match that of the live CRM.
Since I have taken CRM main. over I have not dones this.
I was thinking that I would need to export an XML file of the live version,
import it into the test box, then maybe do a restore from a backup copy of
the live box to the the test box.
Is this right or wrong?

Thanks

E-mails lost - strange behaviour

Posted: 08 Nov 2005 08:44 AM PST

Hi Matt

Thanks for the extra tip.

(Now, how do I mark this thread as resolved?)

--
Mike
Bristol, UK
CRM user


"Matt Parks" wrote:
 

Goldmine to CRM

Posted: 08 Nov 2005 08:05 AM PST

I used to work at GoldMine (FrontRange) and am somewhat familiar with their
data structure. The difficulty in migrating data from GM to MSCRM is that
GM's table structure is difficult to understand. That is because GM was
originally developed before email addresses were commonplace. Instead of
extending their Contact table they added to 2 new tables to accomodate new
fields. (I cannot remember their names). You will need to join the tables
together.

I did a GM to MSCRM migration for a client and that was the only issue that
I ran into that wasnt clear in the Data Migration Framework guide.

--
Bullitt Fitzhugh
Integrated Business Systems
www.ib-systems.com


"John O'Donnell" wrote:
 

Hosting Microsoft CRM 3.0

Posted: 07 Nov 2005 03:34 PM PST

I did alot with ms crm 1.2 and also working with ms crm 3.0, i am ready to
develop solution for you. read my blog on microsoftcrm3.blogspot.com

mail me on com

--
All about Microsoft CRM 3.0- read

http://microsoftcrm3.blogspot.com




"Jakob Benediktson" wrote:
 

Support for SQL Server sp4

Posted: 07 Nov 2005 01:25 PM PST

Thanks for the response. Really appreciated. :-)
--
Nick


"Bullitt Fitzhugh" wrote:
 

Implementation Strategy

Posted: 07 Nov 2005 11:47 AM PST

I might handle it this way: Make a workflow rule for opportunities that says
when an opportunity is won (and the product equals consulting), then create a
new case. Map some of the data fields from the opportunity to the case
entity, so that when a case is created from this workflow, it will
pre-populate some of the data for you. Use the case tasks to track your time.
When you resolve the case, the time logged for each task is totalled, and you
could report on that. This would give you the ability to create some good
reports about your conversion rates from opportunities to closed cases.
--
Matt Wittemann
http://icu-mscrm.blogspot.com
My CRM blog can also be found at http://www.dynamics-crm.com


"Garrett" wrote:
 

CRM 3.0 & Integration to GP

Posted: 07 Nov 2005 09:38 AM PST

That 3.0 newsgroup is intended for partners. Customers are only supposed to
access this newsgroup.

"CRM Expert" wrote:
 

Not All E-Mails Routed Into CRM

Posted: 07 Nov 2005 08:05 AM PST

I just solved my problem - maybe it helps you? Have the e-amils been deleted
before they were read?
--
Mike
Bristol, UK
CRM user


"Mike" wrote:
 

CRM will not send email.

Posted: 07 Nov 2005 06:42 AM PST

Have there been any changes made on the Exchange server? Like enabling SSL
or something like that?

--

Matt Parks
MVP - Microsoft CRM


"brellim" <microsoft.com> wrote in message
news:com...
Thanks Matt.
I have checked the Virtual Director and the only service listed is
MSCRMConnector. "Allow Anonymous Connections" is checked. Other Ideas?

"Matt Parks" wrote:
 
Anonymous 
-- 
</description></error>'</details><file>D:\CRM\Core\src\platform\include\pro x 
System.Web.CallHandlerExecutionStep.System.Web.Htt pApplication+IExecutionSte 

Syncing thru VPN

Posted: 07 Nov 2005 01:10 AM PST

Yes.

--

Matt Parks
MVP - Microsoft CRM


"Niths" <microsoft.com> wrote in message
news:com...
Can an outlook sync be done when the client is connected to the CRM server
thru a VPN?

Thanks!

Crystal Key...

Posted: 06 Nov 2005 08:05 AM PST

Hi Robert,

Crystal also stores the key in your register when installing crm. It might
be that you can still find the key there. Its in this location:
HKLM - Software - Crystal Decisions - 9.0 - Enterprise - Keycode - default

Within the value of this key, there is a part which is in this format:
00000-0000000-0000000. This is your key.

Hope this helps,

Ronald Lemmen
Avanade Netherlands

"John O'Donnell" wrote:
 

Workflow Assignments

Posted: 04 Nov 2005 07:45 AM PST

Joe, do you mean fixed in the 3.0?
In 3.0 you can chose wether to allow changes after reassign, that's true.
Steffen

--
ITVT Tools for MSCRM
www.itvt.de

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