Does the administrator have to take up a license? Posted: 10 Feb 2004 03:01 PM PST The admin does require a license, however it does not eat up one of the licenses that you pay for. So, if you have a 25 license pack, you actually get 26 but the 26th one is required for the admin account. Rick. "Jake Horn" <com> wrote in message news:ufL$phx.gbl... System |
More CRM 1.2 issues Posted: 10 Feb 2004 11:35 AM PST I can only tell you we haven't seen any other issues after we performed the fix I noted. If you haven't loaded your database with that much data, a re-install would certainly be a great way to get everything back to a clean known state. -Nathan "Keith Knostman" <com> wrote in message news:d8c501c3f031$4294af10$gbl... |
Anyone succeeded in registering CRM 1.2 ? Posted: 10 Feb 2004 09:09 AM PST I figured out what I was doing wrong. I didn't see the yellow label on back of the server CD packet. That was what I needed. It would have been nice if they had put it somewhere where I could have found it a little easier. Thanks for the reply Nick "Dave Taylor" <co.uk> wrote in message news:%23DCA4m$phx.gbl... and cd's goto |
CRM for international companies - multiple currencies Posted: 10 Feb 2004 08:36 AM PST You bascially suggest to translate all the prices to, lets say, US Dollars. Financially, this will be fine. But it means, for instance, that EU quotes will be in USD. I'm not sure that a customer will be too happy to get a 12,323.79 USD quote instead of 10,000 Euro... price update the wants |
Data Migration Framework failed Posted: 10 Feb 2004 08:35 AM PST When you execute the procedure to list all unmapped users, the result list should be empty. If you are seeing one row get returned with the value null, then some table somewhere has null values for OwningUserName. What I did for this, is the following. I had the exact same situtaion. I ran the following sql against the AccountBase table: Update cdf_Account set OwningUserName = <some valid user> where OwningUserName is null. You may also do a manual select against the table to see if there is any null values. Select * from cdf_Accoutn where owningusername is null?? i went through the same pain trying to migrate data. The framework doesn't provide nice feedback if required data is missing, it just ignores the row as you are seeing. I suspect though that if you are getting Null back in the listunmapped users procedure, you have that situation I mentioned above. Hope this helps. Rick. <com> wrote in message news:e8c801c3f07f$bf176480$gbl... Hi Rick, thanks for your help, but that was exactly what we were trying. But the AccountBase table is still empty, although the migration tool did not report any errors. We have filled the attributes Name, AccountID and OwningUserName in the cdf account table and mapped them correctly (after mapping the p_cdp_ListUnmappedUsers stored proc result is NULL) Thanks in advance Andy Here is the logfile of the migration tool after running it the last time. The settings have been like you mentioned: 11.02.2004 - 10:08:51 -- Microsoft CRM Data Migration Framework v1.2 - CDF Migration Tool (C) Copyright 2003 Microsoft Corp. 11.02.2004 - 10:08:52 -- CDF Entity Migration Order: Organization,BusinessUnit,SystemUser,Territory,Pri ceLevel, Subject,Account,Lead,Contact,DiscountType,Discount ,UoMSche dule,UoM,Product,ProductPriceLevel,Competitor,Oppo rtunity, CustomerAddress,Quote,QuoteDetail,SalesOrder,Sales OrderDet ail,Invoice,InvoiceDetail,OpportunityProduct,Incid ent,Acti vity,Annotation 11.02.2004 - 10:08:52 -- The CDF Migration Tool is initializing. This may take a couple of minutes. 11.02.2004 - 10:08:52 -- Processing entity: Organization 11.02.2004 - 10:08:52 -- Entering Correlate 11.02.2004 - 10:08:52 -- Entering GetInstances 11.02.2004 - 10:08:55 -- Exiting GetInstances 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting Correlate 11.02.2004 - 10:08:55 -- Starting migration phase 11.02.2004 - 10:08:55 -- Test Batch Count = 0 11.02.2004 - 10:08:55 -- Migration phase completed 11.02.2004 - 10:08:55 -- Processing entity: BusinessUnit 11.02.2004 - 10:08:55 -- Entering Correlate 11.02.2004 - 10:08:55 -- Entering GetInstances 11.02.2004 - 10:08:55 -- Exiting GetInstances 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting Correlate 11.02.2004 - 10:08:55 -- Starting migration phase 11.02.2004 - 10:08:55 -- Test Batch Count = 0 11.02.2004 - 10:08:55 -- Migration phase completed 11.02.2004 - 10:08:55 -- Processing entity: SystemUser 11.02.2004 - 10:08:55 -- Entering Correlate 11.02.2004 - 10:08:55 -- Entering GetInstances 11.02.2004 - 10:08:55 -- Exiting GetInstances 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Entering CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting CDF - Correlate Entity Values 11.02.2004 - 10:08:55 -- Exiting Correlate 11.02.2004 - 10:08:55 -- Starting migration phase 11.02.2004 - 10:08:55 -- Test Batch Count = 0 11.02.2004 - 10:08:55 -- Migration phase completed 11.02.2004 - 10:08:55 -- Processing entity: Territory 11.02.2004 - 10:08:55 -- Entering Correlate 11.02.2004 - 10:08:55 -- Entering GetInstances 11.02.2004 - 10:08:55 -- Exiting GetInstances 11.02.2004 - 10:08:55 -- Exiting Correlate 11.02.2004 - 10:08:55 -- Starting migration phase 11.02.2004 - 10:08:55 -- Test Batch Count = 0 11.02.2004 - 10:08:55 -- Migration phase completed 11.02.2004 - 10:08:55 -- Processing entity: PriceLevel 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: Subject 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: Account 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: Lead 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: Contact 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: DiscountType 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: Discount 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: UoMSchedule 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: UoM 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: Product 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: ProductPriceLevel 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: Competitor 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: Opportunity 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: CustomerAddress 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:56 -- Migration phase completed 11.02.2004 - 10:08:56 -- Processing entity: Quote 11.02.2004 - 10:08:56 -- Entering Correlate 11.02.2004 - 10:08:56 -- Starting migration phase 11.02.2004 - 10:08:56 -- Test Batch Count = 0 11.02.2004 - 10:08:57 -- Migration phase completed 11.02.2004 - 10:08:57 -- Processing entity: QuoteDetail 11.02.2004 - 10:08:57 -- Entering Correlate 11.02.2004 - 10:08:57 -- Starting migration phase 11.02.2004 - 10:08:57 -- Test Batch Count = 0 11.02.2004 - 10:08:57 -- Migration phase completed 11.02.2004 - 10:08:57 -- Processing entity: SalesOrder 11.02.2004 - 10:08:57 -- Entering Correlate 11.02.2004 - 10:08:57 -- Starting migration phase 11.02.2004 - 10:08:57 -- Test Batch Count = 0 11.02.2004 - 10:08:57 -- Migration phase completed 11.02.2004 - 10:08:57 -- Processing entity: SalesOrderDetail 11.02.2004 - 10:08:57 -- Entering Correlate 11.02.2004 - 10:08:57 -- Starting migration phase 11.02.2004 - 10:08:57 -- Test Batch Count = 0 11.02.2004 - 10:08:57 -- Migration phase completed 11.02.2004 - 10:08:57 -- Processing entity: Invoice 11.02.2004 - 10:08:57 -- Entering Correlate 11.02.2004 - 10:08:57 -- Starting migration phase 11.02.2004 - 10:08:57 -- Test Batch Count = 0 11.02.2004 - 10:08:57 -- Migration phase completed 11.02.2004 - 10:08:57 -- Processing entity: InvoiceDetail 11.02.2004 - 10:08:57 -- Entering Correlate 11.02.2004 - 10:08:57 -- Starting migration phase 11.02.2004 - 10:08:57 -- Test Batch Count = 0 11.02.2004 - 10:08:57 -- Migration phase completed 11.02.2004 - 10:08:57 -- Processing entity: OpportunityProduct 11.02.2004 - 10:08:57 -- Entering Correlate 11.02.2004 - 10:08:57 -- Starting migration phase 11.02.2004 - 10:08:57 -- Test Batch Count = 0 11.02.2004 - 10:08:57 -- Migration phase completed 11.02.2004 - 10:08:57 -- Processing entity: Incident 11.02.2004 - 10:08:57 -- Entering Correlate 11.02.2004 - 10:08:57 -- Starting migration phase 11.02.2004 - 10:08:57 -- Test Batch Count = 0 11.02.2004 - 10:08:57 -- Migration phase completed 11.02.2004 - 10:08:57 -- Processing entity: Activity 11.02.2004 - 10:08:57 -- Entering Correlate 11.02.2004 - 10:08:57 -- Starting migration phase 11.02.2004 - 10:08:57 -- Test Batch Count = 0 11.02.2004 - 10:08:57 -- Migration phase completed 11.02.2004 - 10:08:57 -- Processing entity: Annotation 11.02.2004 - 10:08:57 -- Entering Correlate 11.02.2004 - 10:08:57 -- Starting migration phase 11.02.2004 - 10:08:57 -- Test Batch Count = 0 11.02.2004 - 10:08:57 -- Migration phase completed 11.02.2004 - 10:08:57 -- Processing entity: Organization 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: BusinessUnit 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: SystemUser 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Territory 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: PriceLevel 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Subject 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Account 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Lead 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Contact 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: DiscountType 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Discount 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: UoMSchedule 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: UoM 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Product 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: ProductPriceLevel 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Competitor 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Opportunity 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: CustomerAddress 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Quote 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: QuoteDetail 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: SalesOrder 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: SalesOrderDetail 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Invoice 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: InvoiceDetail 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: OpportunityProduct 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Incident 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Activity 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:57 -- Processing entity: Annotation 11.02.2004 - 10:08:57 -- Starting update phase 11.02.2004 - 10:08:57 -- Update phase completed 11.02.2004 - 10:08:58 -- Processing completed. ensure that the find out who is not CRM. But it only an failed because the generate my own again no success. which has the migration still migration tool account table in someone can provided by Mircosoft are required Nullable????? |
"Microsoft Office 2000 patch for Microsoft CRM" Posted: 10 Feb 2004 05:23 AM PST If its not very big (<50Mb), you couldnt possible email it to me could you? Surely not any license problem, I've got the ACTUAL NFR software anyway, I only want the Office Patch ! Let me know if you can. Thanks Tony |
An error occured while installing Microsoft CRM folders Posted: 10 Feb 2004 05:05 AM PST Hello Tony, The missing icons is just a part of the problem. Removing an registry entry brings back the icons in the shortcuts. The main problem is this error after installing a folder in the folder list. Every time I open Outlook there is the next folder add to the list and occurs this error until the list is complete. Some part is missing or corrupt. I don't know what. Regards, Joop. "Tony" <co.uk> wrote in message news:<supernews.com>... |
Create Privileges Posted: 09 Feb 2004 09:48 PM PST This would be done by restricting either Append To or Append security (check help for which one, I always get them confused myself). One contols what items you could append the oppy to. Matt On Tue, 10 Feb 2004 06:48:51 +0100, "Ivica Zubèiæ" <hr> wrote: Hi, 1. What means when salesperson have Create privileges for Oportunity class objects on User base level. 2. How set up security to allow user to create Oportunity only with objects (Potential Customer) that she is owner. Thanks in advance |
Creating User Issue Posted: 09 Feb 2004 04:04 PM PST Dan, I'm not even sure how to get to that point. Any assistance would be great. The CRM site on Microsoft's support/knowledgebase seems to be extremly limited. Steve to interface. the click security |
Code not workin in licensed 1.2 version Posted: 09 Feb 2004 02:25 PM PST Update on this... after pulling my hair out I realized im running framework 1.1 and 1.0 on this server and although I had allready made the root web app where the CRM application resides, I re-registered the 1.1 framework (using aspnet_iisreg -s <path>) and that seemed to do the trick.. dont ask me why I had to re register it... instead of creating another post, can someone tell me now how with the SDK you can retrieve the accountid for an account? it seems the crmaccount.Retrieve method for the account object is not the way to go b/c it requires an accountid as part of the method! how do you get the accountid for an account using this method if you dont know the id in the first place! any ideas appreciated. "GreaterThanTwo Media" <com> wrote in message news:<#phx.gbl>... |
Quickest method to wipe data? Posted: 09 Feb 2004 10:48 AM PST Great Info! Thanks for the feedback! Britt Landrum "Pierre Hulsebus" <com> wrote in message news:phx.gbl... the I deletion. |
Microsoft.CRM.Proxy.ObjectType and Microsoft.CRM.Flags.ObjectType Posted: 09 Feb 2004 09:23 AM PST Hi Jiho, I don't know if it's published anywhere, but every MS support rep I've ever talked to is well aware of it. I wrote a conversion function for it as well. We shouldn't have to do such simple things to make it work. FYI, there are other enums in the SOAP API that are wrong as well (like activity party codes). Mike "Jiho Han" <com> wrote in message news:uwZ%23$O%phx.gbl... object a |