Microsoft CRM - Log on with credentials |
- Log on with credentials
- Is there a way to build an account from an existing Outlook 2003/Exchange 2003 Contact?
- Sales for Outlook ...does it work on 2003 Office?
- Attaching activities to leads
- MSCRM Outlook Client + c360/ISV
- IE Browser Problems
- Outlook Plugin does not work
- Dates in Workflow
- CRM Minimum Specs
- E-Mail Exchange Router
- Comparison Table
- Cassini server
- Fiscal year screwup
Posted: 02 Apr 2004 08:49 AM PST That is EXACTLY what I needed Thanks !! "Andrea Worley" <com> wrote in message news:com... Internet Explorer, go to Tools | Internet Options, security tab, select Local Intranet, then the Custom Level Button. Scroll to the bottom of the screen and check 'Prompt for user name and password'. Then everytime you open CRM in the broswer you can log in as someone different. error. |
Is there a way to build an account from an existing Outlook 2003/Exchange 2003 Contact? Posted: 02 Apr 2004 08:22 AM PST I installed the migration framework, but I have not tried to use it. I just have a hundred or so accounts to create, and I guess I can just cut and paste data between existing contacts and the Account form. I just want to make sure there was not something simple in the box to do this. Bill Walter "net" <microsoft.com> wrote in message news:12faa01c418e3$9ca68ca0$gbl... |
Sales for Outlook ...does it work on 2003 Office? Posted: 02 Apr 2004 06:59 AM PST Certainly v1.2 of Sales for Outlook works with Microsoft Office Outlook 2003. |
Posted: 02 Apr 2004 03:08 AM PST Thanks Matt, I do have a professional license. I'm on my way to follow your directions. Gracias. (;-D) accomplish this would be via activity could have been either need to delete & facility to do something <microsoft.com> |
MSCRM Outlook Client + c360/ISV Posted: 02 Apr 2004 02:11 AM PST Mary, All our tools (and all ISV solutions for that matter) work in the Outlook client in ONLINE mode only. When users go offline, Microsoft CRM does not hide the links which may lead users to believe that they can use these tools but it fails when they click on the links because CRM is attempting to connect to your web server. To enable SearchPac in the Oulook client: take a look at section 7 on pages 8 and 9 of the installation guide. Also, the SearchPac ZIP file contains a sample configuration file that you can simply save in the _resources folder on your CRM server to enable this. -Jeremie Desautels c360 Solutions "Mary" <microsoft.com> wrote in message news:com... client (either on or offline)? Accounts), using custom tables sitting outside of the MSCRM DB but within SQL Server (& our own aspx pages etc). We have been successful on the web client, but I'm looking for a rough idea about how complex it would be to implement on the Outlook client Offline. however I'm not so sure about the aspx pages would work - does it require a great deal of extra configuration? Is it even possible? |
Posted: 01 Apr 2004 09:32 PM PST I have also had this problem except on a clean install. I am testing it for use for some customers, and have one server and one workstation. When I try to browse to the user interface sometimes I get there and sometimes I don't. Once there I can't access all of the tabs.. Brad |
Posted: 01 Apr 2004 06:17 PM PST You need to remove the MSDE install and the registry keys that are created for MSCRM. Matt Parks ---------------------------------------- ---------------------------------------- On Thu, 1 Apr 2004 18:43:49 -0800, "Joshua" <microsoft.com> wrote: Found my problem kind of, I had originally installed it under another profile. I backed out of that install but still can't get it to function. Any idea how to completely remove from a certain profile so I can install to another? Joshua |
Posted: 01 Apr 2004 04:21 PM PST Hi Cindy, Actually It's one problem from Ms.CRM that it can't handle date in workflow if you use it as is. FYI, Your problem is almost the same with me but now, I already can handle it. I want to send email to each contact who got birthday today. First, you have to add boolean field in contact Second, create Workflow that use that field. If that field True create your action (Use Manual Event), don't forget to update that field into false after it Third, create console app. that can execute that workflow by using CRM SDK 1.2 Forth, create a job in SQL, give True value in that field if today is their birthday and run your console app. And then schedule it to run everyday. If the other reader have another solution, please tell me it. Good luck, Frans Cahyadi, MCSD, MCDBA, MCAD.NET Technology and Solution Support Manager Puspa Intimedia Internusa, PT "Cindy Mikeworth" <com> wrote in message news:supernews.com... |
Posted: 01 Apr 2004 10:21 AM PST Thanks Matt, I did search the IG for 'exchange' and 2000 and the only thing that came up was the Outlook 2000 which I thought was odd. I printed the entire IG yesterday afternoon and started reading and came across it a couple hours later.. Damn Adobe blows heh |
Posted: 01 Apr 2004 08:06 AM PST Am I reading this correctly? You sending an email from a CRM user using Outlook Express and you want it to get captured in CRM? This is not supported. If you want the outbound email to be put into CRM, it needs to originate in CRM. Matt Parks ---------------------------------------- ---------------------------------------- On 1 Apr 2004 08:06:59 -0800, com.uy (Luis Azevedo) wrote: I've installed the CRM/Exchange E/Mail Router and I'm trying to capture outgoing e/mails from CRM users of my domain to external contacts (created in CRM) using Outlook Express. I haven't had any positive results so far. I wonder if I have to configure additionals features in exchange. |
Posted: 01 Apr 2004 07:22 AM PST MS CRM claims to do some of Saleslogix and Accpac/et al. I am living on this newsgroup wondering if I can use CRM internally to run my shop. If MS CRM 1.2 could do 50% of the more mature CRM's, I would implement it in a second. MS CRM 1.2 looks good (especially compared to 1.0), but.... who is using it in production? Where are the success stories? Lots of potential, but maybe it is like Access 1.0. Access 2.0 was the killer app when it took off. -Bill "John" <com> wrote in message news:phx.gbl... and |
Posted: 01 Apr 2004 06:50 AM PST com wrote: Hello Rajesh, just take care that your pages are located in the local crm-webfolder. Otherwise it could be a little bit tricky. -- Jürgen Beck MCSD.NET, MCDBA, MCSE, MCT, MVP MCP CRM Application/Installation/Customization www.Juergen-Beck.de |
Posted: 01 Apr 2004 04:20 AM PST HI Dave, that would be great. I have raised a call, but as yet haven't had a response. If you dig them up, drop me a line at the email address above Question, were they CRM 1.0, or 1.2 Baz group |
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