| CRM Sales for Outlook /machine profiles Posted: 23 Jan 2004 10:50 AM PST Kelnic,
As long as they are still logging in with their Domain login, there
should be an issue (provided they went offline first). The machine
should allow the login as it will use the cached version of their
creditials, even though they aren't connected to the network.
One issue you're seeing is that the Sales for Outlook client does not
support a multi-user profile install. It will only work for the user
that was active when the sw was installed on the machine.
Matt
On Fri, 23 Jan 2004 10:50:04 -0800, "kelnic"
<microsoft.com> wrote:
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| Custom Fields in Crystal Reports? Posted: 23 Jan 2004 09:11 AM PST Jairy is correct. open a report then in crystal click on
Database-Verify Database. This will make the report aware of all fields
including any you have added. The same technique is used if you want to add
custom fields to any of the standard reports that ship with CRM
"Jairy" <com> wrote in message
news:32c701c3e1d6$5a17b560$gbl...
|
| Customisation Posted: 23 Jan 2004 07:22 AM PST Ali,
MS CRM provides some fairly extensive capabilities via it's out of the
box customization features. With those tools you can add fields to
the tables and customize the forms used by the system.
If you need to go beyond these features, you can develop your own .Net
code that uses the SDL to interact with the product. Using this, you
can add your own pages to the application and interact with other
applications within the CRM framework.
There is no built-in VBA scripting capability like the Office apps.
Matt
On Fri, 23 Jan 2004 10:22:29 -0500, "A.M" <com>
wrote:
|
| Need a picklist of users Posted: 23 Jan 2004 05:34 AM PST Best you could probably do as far as supported customizations is to use a
toolbar button to pop-open a window that does the crm lookup user, and then
copies the user name into a field in the parent form.
Mike
"Chris Galley" <co.uk> wrote in message
news:phx.gbl...
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| CRM E-mail in Outlook Posted: 22 Jan 2004 05:54 PM PST Jairy:
Thanks for your response.
We are a MSDN Subscriber and do not have the ability
to "talk" to the developers.
These email restriction are really a need by many of our
potential clients.
The need to have ability to have multiple From: addresses
is also something that is required.
Having multiple Business Units but not allowing Reply
addresses related doesn't make sense.
I understand the issues of a version 1 product. I do
hope they find these things planned for V2.
If you can "talk" to the MS people involved it may help.
If you hear anything on this please let me know.
Thanks.
Doug
the
CRM
access
|
| Multiple Email Identities Posted: 22 Jan 2004 04:04 PM PST Mike:
Thanks for the feedback.
It seems if you allow multiple Business Units, you need
to allow multiple email identities.
I understand the V1 issues, I sure hope that V2 can
consider some of these things.
Thanks,
Doug
to do. The
costly as each user
the user to
usability
is coming
only have 1
but
have
sending
when
|
| CRM Security issue with Administrator account Posted: 22 Jan 2004 01:44 PM PST CRM 1.0 will not work on the 2003 platforms, however it will work with
SBS 2000. CRM 1.2 does support the 2003 platforms.
Matt
On Fri, 23 Jan 2004 07:37:29 -0800,
<microsoft.com> wrote:
|
| E-Mail Issue Posted: 22 Jan 2004 12:20 PM PST I have seen this solution in the TechKnowledge area of support.
This seems to imply the error is on a Queue, but these are on e-mails that
are done by Users.
In running through the solution, for the Queue I assume when it says: 9. In
the Permissions tab, select Authenticate user.
That you mean "Authenticated Users" as I don't see the other one. When I
select the Advanced button there are listings for "Authenticated Users" and
some are for "User objects" and there is a separate list for "This object
only". Should they both be there?
"Benjamin Lecoq [MS]" <microsoft.com> wrote in message
news:OMGP$phx.gbl...
|
| Web Access failure Posted: 22 Jan 2004 09:59 AM PST you didn't have to actually remove it, just disable its popup blocker....
-Gary
"Doug Behl" <microsoft.com> wrote in message
news:28ff01c3e113$c0c6d430$gbl...
|
| Installation of CRM 1.2 in one machine Posted: 22 Jan 2004 09:10 AM PST Hi Manel:
Aside from any hardware problems, this is not a supported
configuration for MSCRM UNLESS the one machine is
installed with SBS. THis is becuase of the differences in
the ways SBS and a regular DC handle certain security
areas.
It is because of the way local machine SIDs are handled
by CRM, the local machine SIDs are stripped and the
domain SIDs are used, so if you install on one box, the
domain SIDs are stripped. If a user is then from a
trusted domain and not the CRM domain, it's a problem.
But SBS doesn't allow multi-domains so it removes this
issue.
As for hardware, as long as you have the horsepower, one
box is not a big deal. I run a P4 3.06 with 2 GB of RAM
and RAID 5 with SBS 2003/CRM 1.2 and it rocks...
John.
reason, that don't
server, domain server
|
| Convert a field to not allow Nulls Posted: 22 Jan 2004 07:49 AM PST After these changes you need to save the form. Open Deployment Manager and
publish the form. Once completed open a command prompt and run IISRESET to
restart the web server.
"John O'Donnell" <com-nospam> wrote in
message news:%phx.gbl...
properties
to
|
| ms crm fr Posted: 22 Jan 2004 07:05 AM PST i should clarify
In CRM when you add a doc as a note attachment or to sales literature it is
stored in the CRM database.
"Erick Fornara" <com> wrote in message
news:phx.gbl...
|
| crm workflow manage will not start Posted: 22 Jan 2004 06:52 AM PST Hi:
Make sure your DNS is set up correctly and you cna find
the CRM server. If you type "crmserver" in the dialog,
but your DNS records do not properly map the
name "crmserver" to the right machine, this error shows
up...
John.
|
| Customization.....Support... Posted: 22 Jan 2004 01:22 AM PST thank u Andrew and Mike....
Ricard I.P
"Andrew" <microsoft.com> wrote in message news:<1f9401c3e0f9$50b0abe0$gbl>...
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| CRM security role v1.0 Posted: 21 Jan 2004 06:16 PM PST Hi Joe, I think there is an error in your logic. Do you want her to be able
to see and assign activities at an org level, or do you want her to see them
at a BU level, but assign to anyone org wide?
To be able to assign activities at an org level would mean she would have
rights to read activities at an org level...you need to see them to assign
them :) If you only want her to be able to assign activities visible in her
BU, then grant her BU assign. She can still assign to any user, no matter
what org. The assign permission only says what activities she can see to
assign, not who she can assign those activities too.
Mike
"Joe" <com> wrote in message
news:uUGPR$phx.gbl...
there
security
|
| Attaching a document to an Email via SDK - Urgent Posted: 21 Jan 2004 04:56 PM PST Hi Mike -
There is no need really to "upload" the document to the server - its there
already... I need to insert it into an attachment (uploading it "into" the
CRM database) I guess using "upload" was a bit confusing. I just meant
uploading it "into" the attachment table... through the sdk... I can see
the fields, but I cannot "update" the ones referring to the filename, size,
and contents...
"GreaterThanTwo Media" <com> wrote in message
news:%phx.gbl...
automatically
I
|
| Customising Reports in MS CRM 1.2 - Australian Posted: 21 Jan 2004 04:26 PM PST I purchased 10.0, which Crystal says supports MS CRM.
I'm running into install issues, has anyone been able to
use this version to develop on 1.2?
reports
technical
include
CRM
need
|
