Microsoft CRM - PLS ADVISE REGARDING MERGING LEADS |Fixed, solved

Microsoft CRM - PLS ADVISE REGARDING MERGING LEADS

PLS ADVISE REGARDING MERGING LEADS
Editing multiple records
Dialer Integration.
Adding a Contact to the Case object
Emailing Routing in Mixed Environment
Manual Workflow Policies
CRYSTALREPORT ERROR
New CRM 1.2 installation on SBS2003 issue
crm help
1.2 & 3.0 on partitioned system?
What's new in CRM 3.0 ?
SQL 2005 for CRM 3.0?
Business Unit Issue
Order Process?
MS CRM 3.0 - Word integration
Please help: Deployment Manager fails
Manager view/access
Product list in CRM v.1.2
CRM 3.0 - Training materials, demos?
Failed to import sample data to CRM 3.0 beta
Taxes
Need to dumb down CRM 1.2
Many to Many relationship with CRM 3.0 entities
CRM Queue's
does CRM 3.0 support basic authentication?

Posted: 16 Nov 2005 02:21 PM PST

John,

I suspect Elizabath has c360 SearchPac - we also have this and it has a tool
named "Multi Field Search" and also a tool for merging records. But you
still dont get an "unmerge" tool as it deletes the one of the records when
the merge is done!

Ian
"John O'Donnell" <com-nospam> wrote in
message news:Opf$phx.gbl...
in

Editing multiple records

Posted: 16 Nov 2005 01:08 PM PST

Hey Matt,

I was wondering the same
;-)

Kind Regards
Eddie Fourie
MBS Specialist

MP> I was actually wondering how he was using CRM 2.0?? ;-)
MP>
MP> There is a bulk edit feature coming in v3.0 that will allow you to
MP> select multiple records and then apply a common change to them.
MP>
MP> "Eddie Fourie" <com> wrote in message
MP> news:microsoft.com... Hello Jose,
MP>
MP> There isn't a such a global "Find & Replace" command, but the
MP> easiest way
MP> to simulate this is to create a manual workflow in WM, and then run
MP> the
MP> workflow
MP> against the subset of records you desire or compiled using the
MP> Advanced Find
MP> window.
MP> Kind Regards
MP> Eddie Fourie
MP> MBS Specialist
J>> We use CRM 2.0. I wonder if there is a multi-record editing command
J>> similar to "Find & Replace". We have imported several dozen records
J>> as Leads. I wish to update the Industry field to a single value, say
J>> "Insurance". How can I do this without opening every single Lead
J>> record and changing the field manually?
J>>
J>> Thanks for the help
J>>

Dialer Integration.

Posted: 16 Nov 2005 11:01 AM PST

try this
http://www.qubic.uk.com/productsservices/crm/cti4crm

I can develop such component for you as well.

--
All about Microsoft CRM 3.0- read

http://microsoftcrm3.blogspot.com

"John O'Donnell" wrote:

Adding a Contact to the Case object

Posted: 16 Nov 2005 09:12 AM PST

Thanks Matt,

would have been nice to be able to see the both the Account and Contact on
the Case form.

Ian

"Matt Parks" <com> wrote in message
news:phx.gbl...
Account
as

Emailing Routing in Mixed Environment

Posted: 16 Nov 2005 06:16 AM PST

I'm confused about your setup. Are you saying your users have 2 mailboxes?
If so, that is your real problem (that and the fact that Exchange 5.5 is
unsupported with the app). Thos users whould only have a mailbox on the
2003 server and it should work.

--

Matt Parks
MVP - Microsoft CRM

"geoffm33" <microsoft.com> wrote in message
news:com...
We are setting up CRM 1.2 in a mixed NT4 (Exchange 5.5) and AD (Exchange
2003) environment. I need a little help setting up the email routing.

I set it up according to scenario 2 (page 72 of the Implementation Guide)
which involves a separate subdomain for the CRM Exchange server.

Here is the behavior as indicated on page 75:

In each of these scenarios, Microsoft CRM users and queues send messages
from the Exchange 2000 or Exchange 2003 server by using the Microsoft CRM
subdomain (adventure-works.com). Replies to these messages are
handled in one of two ways:

* If the reply message is to a Microsoft CRM user, the message is forwarded
to the Exchange 5.5 organization and appears in the Microsoft CRM user's
Exchange 5.5 mailbox. Because the Microsoft CRM user is not an Active
Directory user, no Microsoft CRM e-mail activity event will be created on
the
Microsoft CRM server by the Router.

* If the reply message is to a Microsoft CRM queue, the message is accepted
by Exchange 2000 or Exchange 2003 and delivered to the mailbox of the
Microsoft CRM queue on Exchange 2000 or Exchange 2003. An e-mail event is
posted to the Microsoft CRM server by the Router.

Is there any way to have the best of both worlds and allow replies to users
appear as email events and also route back to the Exchange 5.5 server?

What we don't want is to have the CRM users be forced to check two
mailboxes: their primary Exch 5.5 and the new Exch 2003.

If not, is it common practice to set up all users as queues in this type of
coexistence setup?

Thanks in advance!!

Manual Workflow Policies

Posted: 16 Nov 2005 05:02 AM PST

There is a privilege that is tied to Process Instances, but I am pretty sure
that if remove the right to create these the user will not be able to run
ANY workflow, even the automatic ones.

--

Matt Parks
MVP - Microsoft CRM

"John O'Donnell" <com-nospam> wrote in
message news:O%phx.gbl...
check the security roles which should allow you to stop a user running
workflows

"Eric" <frRemoveIt> wrote in message
news:phx.gbl...

CRYSTALREPORT ERROR

Posted: 16 Nov 2005 02:39 AM PST

ALL reports

"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl...

New CRM 1.2 installation on SBS2003 issue

Posted: 16 Nov 2005 02:29 AM PST

Thanks that did the trick.

Lyj

"MattNC" wrote:

crm help

Posted: 16 Nov 2005 12:52 AM PST

Technet is a great place to get started learning about CRM. Try this link:
http://www.microsoft.com/technet/prodtechnol/mscrm/default.mspx

Just click on the version you are using (technet has info on 1.0 and 1.2
right now).
Good luck.
--
Matt Wittemann
http://icu-mscrm.blogspot.com

"com" wrote:

1.2 & 3.0 on partitioned system?

Posted: 15 Nov 2005 01:36 PM PST

The 2 versions share some common regisstry keys, so you cannot have both app
servers unning on the same IIS machine. You could leverage the same SQL
machine though as 3.0 allows you to provide your own Org Name so the DB's
would not conflict.

However, I would be careful if this is a long-term solution as that would
most certainly violate your EULA and would ultimately cause a whole boatload
of issues with your users who don't know which one they entered their data
in.

--

Matt Parks
MVP - Microsoft CRM

<com> wrote in message
news:googlegroups.com...
No, this is a live implementation..

John O'Donnell wrote:
virtualpc

What's new in CRM 3.0 ?

Posted: 15 Nov 2005 11:35 AM PST

Some links:

My Blog about CRM 3.0

http://microsoftcrm3.blogspot.com

mail me com

Microsoft CRM 3.0 Online Help
http://www.microsoft.com/downloads/details.aspx?FamilyID=309129a8-

9a6b-478a-87c8-fd7e7e1e6486

Microsoft CRM 3.0 Implementation Guide
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-

4f77-40f0-ae9c-68ada7d4f16a

Microsoft CRM 3.0 SDK - Preliminary
http://www.microsoft.com/downloads/details.aspx?FamilyID=9c178b68-

3a06-4898-bc83-bd14b74308c5

Microsoft CRM 3.0 Customization Planning Forms
http://www.microsoft.com/downloads/details.aspx?familyid=269D900E-

8442-4086-92A9-7FC851BC5985

Upgrading Supported Microsoft CRM 1.2 Environments to Microsoft

CRM 3.0
http://www.microsoft.com/downloads/details.aspx?familyid=DCC9A13E-

A77E-483C-A3F0-F606A4E0B8D9

Upgrading Unsupported Microsoft CRM 1.2 Environments to Microsoft

CRM 3.0
http://www.microsoft.com/downloads/details.aspx?familyid=F3C11BF2-

83B2-435C-98D3-63D221C000E7

Thanks,
http://microsoftcrm3.blogspot.com

SQL 2005 for CRM 3.0?

Posted: 15 Nov 2005 11:00 AM PST

Business Unit Issue

Posted: 15 Nov 2005 10:50 AM PST

Order Process?

Posted: 15 Nov 2005 10:30 AM PST

Hi,

So, to be more specific, (since this apparently isn't going to change
anytime soon, and my add-ons are already over a couple hundred bucks a seat,)
is there a way to at least get the product pick list that shows up <after>
choosing the price list to only show the products linked to <that> price list?

Thanks for any help,

Sincerely,
E. Palmer

"Matt Parks" wrote:

MS CRM 3.0 - Word integration

Posted: 15 Nov 2005 07:28 AM PST

BTW, I have heard that the VSTO add-in is to be release as a feature pack
sometime in January.

--

Matt Parks
MVP - Microsoft CRM

"Arne Janning" <com> wrote in message
news:phx.gbl...
Hi Cozy!

FV wrote:
http://www.microsoft.com/downloads/details.aspx?FamilyID=332BEFFB-4492-40D7-8CE0-995489909B6A&displaylang=en
http://www.microsoft.com/downloads/details.aspx?FamilyId=98350E1A-4CD1-4264-A151-53D72FA6C5AE&displaylang=en

If it was a 3.0-demo it surely wasn't IBF (there is no IBF for 3.0).

What Andrew saw was more likely a demo of Visual Studio Tools for Office
2005 together with the new webservice-API.

Nice general demo of VSTO:
http://channel9.msdn.com/Showpost.aspx?postid=75021

Cheers

Arne Janning

Please help: Deployment Manager fails

Posted: 15 Nov 2005 07:20 AM PST

Microsoft was able to fix the issue. The users had a Backup Admin role
but there was another role for just the normal Admin in CRM. This role
didn't show up in CRM as an option so the rep has to go into the
database and copy the key manually to the users that needed permissions
for Deployment Manager.

Manager view/access

Posted: 15 Nov 2005 06:28 AM PST

Thank you.
Does the activity disappear from the Manager's list of to-do once he assigns
it to his subordinate? where does he see it then?

"eddieF" wrote:

Product list in CRM v.1.2

Posted: 15 Nov 2005 05:51 AM PST

oh, does this problem exist in v 3.0 ?
--
Regards,
Marwa

"Matt Parks" wrote:

CRM 3.0 - Training materials, demos?

Posted: 15 Nov 2005 05:32 AM PST

Thank you very much.
--
Sinead O''''Shaughnessy

"CRM Expert" wrote:

Failed to import sample data to CRM 3.0 beta

Posted: 14 Nov 2005 11:08 PM PST

Taxes

Posted: 14 Nov 2005 10:15 PM PST

Derek, our solution automates tax calculations at the opportunity,
quote or order level. We also integrate with Avalara for web-based
calculations. For more info, see www.experlogix.com.

Jeff Holway
805-504-9729 x707

Need to dumb down CRM 1.2

Posted: 14 Nov 2005 03:03 PM PST

Bobby,
You can do some of what you want by changing role privileges, as John
said, but I think you'll be much better off to wait a month and upgrade
to 3.0 than trying to do (some, like removing workplace, unsupported)
changes to 1.2. In 3.0, you can modify the site map to achieve what
you are asking for here. HTH,
Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

NEW! VAST 1.2.5 featuring VAST Insights for Microsoft CRM! Now, VAST
audits all changes, but also gives you easy query capability into that
historical data!
For informative screenshots, please see
http://www.vscrm.com/screenshots.htm.

Many to Many relationship with CRM 3.0 entities

Posted: 14 Nov 2005 02:54 PM PST

I would recommend to use a pre callout for this purpose. Find out what is the
latest id and update the entity with that value before inserting it into the
database.

Kind regards,

Ronald Lemmen
Avanade Netherlands

"Garrett" wrote:

CRM Queue's

Posted: 14 Nov 2005 11:42 AM PST

The problem is that the router intercepts the SMTP traffic at the gateway,
not at the messagebox. So, it is looking at it prior to the alias being
resolved to point to the common mailbox. When it looks at the messages sent
to the alias, the email address isn't recognized so it is ignored.

This will change in v3.0 as in that version, the processing is done at the
mailbox.

--

Matt Parks
MVP - Microsoft CRM

"SkidooMXZ" <microsoft.com> wrote in message
news:com...
I didn't think the first post worked. Sorry for the duplicate post.

"SkidooMXZ" wrote:

address

does CRM 3.0 support basic authentication?

Posted: 14 Nov 2005 11:20 AM PST

If they require restricted access, they should have placed that group
on http://forums.microsoft.com/
this is the designated msdn forums with tons of topics, and I am sure
since they already require passport sign in it would be sufficient.

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Microsoft CRM - PLS ADVISE REGARDING MERGING LEADS

Microsoft CRM - PLS ADVISE REGARDING MERGING LEADS