MS CRM 1.2 Web Site Home page returns errors Posted: 13 Feb 2004 08:56 AM PST You may want to try with another browser (on another computer) or clear the cache. I had some wierd problem like that after upgrade - think it may have been browser caching. Tony It sounds reinstall, evaluation purposes. (http://localhost on that on the main "Home", "Workplace", "Sales", xx, xx their button), all of its Microsoft.Crm.Web.Homepage class is does exist at home_home.aspx machine, and create code in a new but maybe I don't receive support call an ------------------ resource specific parse error " %> ------------------ Version:1.1.4322.573; ------------------ resource specific parse error Language="c#" " %> Line: 2 ------------------ Version:1.1.4322.573; |
new user questions Posted: 13 Feb 2004 08:19 AM PST we used our own name, not the adventure works one so hopefully we'll be ok. Has anyone attempted to "track projects" with CRM? I suppose it will integrate with Project Server 2003, but I'd like to do all sales, support (bug tracking, problem cases etc), and project management through CRM. I've been looking at the case management stuff and it's really easy to organize subjects and subject categories in a mannor that allows tracking of bugs and problem tickets for each account and that's pretty cool. Basically I don't want 20 bazillion pieces of software when I think CRM can pretty much do everything we need. using. If you easily be able to Action Pack license key tied Then it would <ca> wrote: I'm that |
Syncing with PPC Posted: 13 Feb 2004 06:47 AM PST FYI, the Microsoft CRM Outlook client does not support ActiveSync, which is required to sync a PPC. If you try and install ActiveSync on a CRM Outlook Client, it causes problems with offline/replication (i.e. breaks it). Mike "Matt Parks" <com> wrote in message news:com... |
Unique Tracking Number with Subject Line of Microsoft CRM E-Mail Posted: 13 Feb 2004 05:31 AM PST A user can set their profile to route all incoming email into CRM, regardless of whether the GUID exists in the subject line or not. However, this means that EVERYTHING will get put into CRM, including personal email and spam. On 13 Feb 2004 05:35:33 -0800, com (novice) wrote: The CRM E-mail router provides an interface between MSCRM & Exchange. The router takes a copy of the message and determines whether the message is relevant to CRM. If so, the message is delivered to MSCRM server, and an e-mail activity record is created. I have noticed that this is done using an unique identifier Number mentioned in the subject line when a mail is sent. I want to know whether one can forward all the mail's of a Exchange user to a CRM user account.And does one need to mention the Unique Identifier in his mail to be routed to CRM. Please Help! |
Importing ACT Posted: 12 Feb 2004 11:44 PM PST Brian, Scribe is a 3rd party product that provides integration/conversion utilities for MSCRM. I haven't used it but many have and have spoken highly of it. You could also use the DMF that comes with CRM to load data from ACT, but Scribe provides an easier approach. Matt On Fri, 13 Feb 2004 09:19:04 -0600, "Brian Kucharski" <com> wrote: I would like to know how you are importing data from ACT, I see Scribe, what is that and how are you going about utilizing it. Thanks |
New CRM 1.2 Exams Posted: 12 Feb 2004 07:23 PM PST I need to take all three exams. What would be the best order to take them in? Considering the fact that the installation and configuration exam might become available in a 1.2 version later(still no news?) I'd like to postpone that and take that last. Is that unwise? I need to finish all exams before 1. april - Anybody think the installation and configuration exam will become available in a 1.2 version before then? Regards Kim Julian Sharp <sharpuk.f9.co.uk> wrote in message news:<com>... |
Quotes/Orders Posted: 12 Feb 2004 07:05 PM PST Chris, Believe it or not, the way it works does actually make sense. For some businesses that are B2C, there won't be an Account in the mix at all. For others, even though their B2B, they want the sales records tied to the Contact so the system knows who to send email, etc to. Also, in this case, there are times where you will have a contact for a sale that is not directly associated with the Account. Imagine a case where there is an outside consultant that you are conversing with regarding an opportunity. That consultant doesn't work for the Account, but you want to associate him with the oppy anyways. Unfortunately, in this release, there is no built-in way to apply the filter you are looking for. It would be a nice feature though to have something like a radio button that would toggle this on or off. Matt On Fri, 13 Feb 2004 14:05:17 +1100, "Chris Ericoli" <com.au> wrote: I am somewhat confused, and am hoping that someone who has been using CRM regularly, may shed some light. When creating an opportunity/quote/order it would appear that you can only do it against an account OR a contact. To me, it would seem that you would have to create the item against the account, and then associate appropriate contacts, but when selecting associate contacts, it does not filter to contacts particular to the account. This is crazy, as there are sometimes contacts with the same names from different accounts, and it would be possible for a user to incorrectly associate a contact. Is there any way of filtering the association FIND window to only show contacts relevant to the account?? Cheers Chris |
CRM host page Posted: 12 Feb 2004 11:40 AM PST I installed my crm website to http://mscrm/ It depends on many factors, it sounds like you don't seem to know much about IIS, TCP etc although I might be wrong...if you don't I'd leave it to a professional if I was you. |
ERROR: ...recycled because it was suspected to be in a deadlocked state... Posted: 12 Feb 2004 10:20 AM PST There was a post the other day aout a glitch where some activities had a huge number of ActivityParty records associated with them and someone idicated there was a fix. Not sure what version that applied to though. You might want to chech the DB to see if this applies to the activities that are causing the problem Matt On Thu, 12 Feb 2004 23:17:39 -0600, "John O'Donnell" <com-nospam> wrote: Also how many activities is this happening with? DO they all belong to the same user? "John O'Donnell" <com-nospam> wrote in message news:phx.gbl... in |
Exam Certification CRM Posted: 12 Feb 2004 10:01 AM PST There are no test exams. You need to be very familar with the intricate details of Microsoft CRM. While youcan read exam prep guides etc nothing can beat real experience with the application <microsoft.com> wrote in message news:f5e301c3f192$3edee4a0$gbl... |
Offline post-callouts? Posted: 12 Feb 2004 07:16 AM PST Wout, Is it critical that this logic fire immediately when offline? If not, then I am pretty certain that the callout will fire when the user goes back online. When you go back online, CRM actually funnels the queued updates through the application layer to process the updates. This way, the updates get re-validated against the security and busness rules of the system at that time. Thus, that's when workflow kicks in and should be when the call-outs will fire as well. Matt On 12 Feb 2004 07:16:55 -0800, com (Wout Neirynck) wrote: Hello, We're using a post-callout to add some business logic to the MS CRM, but now we want that business logic available to the Outlook client when working offline as well. We've installed the COM+ component on a test client, and registered it with CRM, and it gets called at the appropriate time, but it doesn't work: the component blocks when trying to create a CRM object (e.g. BizUser). An alternative would be to access the local MSDE datastore directly, but we can't figure out how to do that (we always get "connection refused"). We're unable to find any documentation about how to use the post-callout mechanism. Is it even possible? If anybody could shed some light on the situation, we'd really appreciate it! Regards, Wout Neirynck |
install on win2k3 Posted: 11 Feb 2004 04:09 PM PST what errors were you getting? Difficult to provide any help without any more detail. we have 1.2 installed on 2003 SQL 2000 SP3a (also on 2003) in both production (where both machines are completely locked down) and in development, which is more of a vanilla 2003. AD on 2000 (dev) / 2003 (prodn) Exchange etc Office 2003 for client They have all installed fine & work Chris "Chris Harmon" <com> wrote in message news:phx.gbl... Site pages |
Microsoft Search Posted: 11 Feb 2004 08:52 AM PST .....and therefore required for CRM Knowledge Base functionality... Peter "John O'Donnell" <com-nospam> wrote in message news:phx.gbl... server. |