Microsoft CRM - Those who created a Standalone box - did it contain Crystal Developer? |
- Those who created a Standalone box - did it contain Crystal Developer?
- Question regarding CRM & SBS
- IE Closes
- MS CRM and 3rd Party Integration
- CRM to CRM transfer using DTS and DMF
- Hide tab or sections
- strange bug -> data not stored in SQL Server but it is in MSCRM app!!!
- Extremely Large DB Files
- GoldMine Link Docs
- install crm1.2 and everythin on one machine
- Auto-Fill Call Activity phone number
- URGENT HELP!! OUs Deleted
- CRM - Exchange router install
- SQL Server Name error
- Getting the incident id
- Changing Organization name
- window.parent.location.reload() fails.
- Migrating from pilot to new CRM
- localization==customization?
- Fire Workflow rule when a picklist value is changed?
- CRM Version 2.0
- Crystal ePortfolio Lite
- Multiple email addresses to one queue
- Can you link products to leads
- Errors when emailing
| Those who created a Standalone box - did it contain Crystal Developer? Posted: 06 Apr 2004 02:45 PM PDT Gary, I responded to your first post on this topic earlier today. The wanswer is still the same: Installing the Crystl desinger on the CRM server can potentially break the CRM Reporting configuration. You could always try running a client session with Virtual PC to do the report mods though. Matt Parks ---------------------------------------- ---------------------------------------- On Tue, 6 Apr 2004 17:45:36 -0400, "music_gator" <com> wrote: Hi, I see many of you through the posts have created standalone CRM boxes for demoing, etc that included AD, Exchange, CRM and the DB. I have done the same and although slow at times, it certainly does work just using a Windows 2000 Server on a laptop. My question is, I know want to add Crystal Reports and the Crystal Enhancement in order to create and modify a couple reports. The manual says you should not install Crystal Reports and the enhancement on the same box as your CRM server but we all know that some things are written as 'recommendations' and some are written as 'you really better not'. Anybody try this? Thanks in advance - Gary |
| Posted: 06 Apr 2004 12:35 PM PDT Just for clarifification, creating a user account instead will solve this problem, right? Thank! security rights and so all to be localsystem. you are using and |
| Posted: 06 Apr 2004 12:19 PM PDT Yes. I'm sure we have all encountered this issue by now. I found that on one box I had to adjust the Internet Options under the Tools menu to get it to work though. I'm not sure exactly what I did but try to think logically about the types of access this web application requires. A <net> works fine. If I which I do, and then |
| MS CRM and 3rd Party Integration Posted: 06 Apr 2004 12:07 PM PDT Matt, Thanks for the clarification Matt! :) But you think i can use the "callouts" and dont use MSMQ? I heard within callouts, i can create an integration using this. on Post event, i can call the "callout" that calls the 3rd party application to do additional validation like updating a certain field. When i use callout on POST-event, does it go and send a msg to MSMQ? Can i eliminate the MSMQ process, and do what i have to do to call my 3rd party application from hte POST event callout? |
| CRM to CRM transfer using DTS and DMF Posted: 06 Apr 2004 11:31 AM PDT Okay I have gotten past importing the data into the cdf database. Now I am attempting to do a test and I am getting the following error which I cannot figure out. I don't know what parent cannot be empty. The Parent ID is there and not null 4/6/2004 - 6:40:44 PM -- Processing entity: CustomerAddres 4/6/2004 - 6:40:44 PM -- Entering Correlat 4/6/2004 - 6:40:44 PM -- Starting migration phas 4/6/2004 - 6:40:44 PM -- Test Batch Count = 1 4/6/2004 - 6:40:44 PM -- Creating objec 4/6/2004 - 6:40:44 PM -- [ERROR] Failed to migrate object: <description>Required field missing.</description><details>CCustomerAddress::CheckParent Access: parent cannot be empty</details><file>d:\crm\build\3297\src\platform\inclu de\om\CRM\CustomerAddress.inl</file><line>324</line 4/6/2004 - 6:40:44 PM -- <customeraddress><addressnumber>1</addressnumber><city>Atlanta </city><country>USA</country><line1>3 Main Street SE</line1><objecttypecode>2</objecttypecode><postalcode>30082-3651</postalcode><stateorprovince>GA</stateorprovince></customeraddress 4/6/2004 - 6:40:44 PM -- Recording migration statu Any suggestions on how to get by this error Thanks Jason |
| Posted: 06 Apr 2004 04:37 AM PDT actually you can, but its unsupported,..........I did something similar and the code was horrible (but worked), and after 1.2, it got erased (didn't want it anymore). -Gary "John O'Donnell" <com-nospam> wrote in message news:OQbW$phx.gbl... |
| strange bug -> data not stored in SQL Server but it is in MSCRM app!!! Posted: 05 Apr 2004 10:04 PM PDT Thanks Gary, will do that, however, it happens to the same with boolean fields and you cannot choose null as the default values as null! yes, anyone know the workaround for boolean? Cheers... Nathan "Gary" <NOSPAM.com> wrote in message news:OLgf82$phx.gbl... (ie the |
| Posted: 05 Apr 2004 07:44 PM PDT Steve, It is odd that the log on the Metabase DB should be so large. It is common to see this on the actual CRM DB though. You can recover the space though fairly easily. Easiest way to shrink the log is as follows:: - Go into Enterprise Manager - Pull up the properties on the Metabase DB - Change recovery mode to Simple - Close property page - Shink the log file - Right click DB name - All tasks - Shrink database - Click on Files - Selec the log file from the drop down - Choose the "Shrink file to" option - Pull up the DB propoerties again - Set recovery mode back to Full This should give you back some space on your hard drive. Once you've done this, make sure to perform FULL backups of the database. Then, you need to ensure that you are performing log backups on a regular basis. This will prevent the log from growing out of control like this. If this is purely a demo/dev environment, you could keep the recovery mode at Simple, which will truncate the log after every transaction. Matt Parks ---------------------------------------- ---------------------------------------- On Mon, 5 Apr 2004 18:44:23 -0800, "IntraRELY" <com> wrote: Check out the files sizes for an MSCRM deployment I have with only about 5,000 records(all types). The METABASE needs the tran log backup, however, the MSCRMDistribution is huge. Why is it so big and how can I reduce the size??? _MSCRM.MDF - 41.00 MB _METABASE_log.LDF - 3.86 GB _MSCRMDistribution_data.MDF - 2.49 GB TIA, Steve |
| Posted: 05 Apr 2004 02:05 PM PDT Well, the code is not available. It will require someone with knowledge of .Net, Borland(Goldmine's backend) and MS CRM. Framework conversion |
| install crm1.2 and everythin on one machine Posted: 05 Apr 2004 01:27 PM PDT Installing the Crystal client on the CRM Server is not supported. It will potentially break the Crystal configuraion on the server. Matt Parks ---------------------------------------- ---------------------------------------- On Mon, 5 Apr 2004 16:29:53 -0400, "music_gator" <com> wrote: Gil Did you install the Crystal client on the same box? I also have a demo machine set up and all seems to be working. The next step I'd like to do is install Crystal and be able to modify reports. The doc says you should not install Crystal Reports Designer on the same box as the CRM server but wondering if it really should not be done. Thanks in advance Gary "Gill Walker" <microsoft.com> wrote in message news:11a5601c41716$df224160$gbl... |
| Auto-Fill Call Activity phone number Posted: 05 Apr 2004 12:07 PM PDT I figured it out. For those who are curious, I'm using the InternetExplorer object and this code will autofill the Phone Number if you put it in the InternetExplorer_DocumentComplete section. InternetExplorer.Document.All("location").Value = sPhoneNumber This method should work for every field in every CRM form. - Owen within you the Phone it |
| Posted: 05 Apr 2004 09:21 AM PDT That won't work since it queries AD for the org units and everything. Since all the OUs with the groups and accounts for CRM were deleted CRM wouldn't work. I am attempting to use DMF now to reimport the data to a new install of CRM. |
| Posted: 05 Apr 2004 08:03 AM PDT Scott, You can install on the default website. The isntall will create a new directory for the CRM router under that. If you have SSL enabled, you will then need to disable encryption for that directory. This will not interfere with the OWA functionality in anyway. Matt Parks ---------------------------------------- ---------------------------------------- On Mon, 5 Apr 2004 08:42:16 -0700, "Scott" <microsoft.com> wrote: Did you install into the default website in IIS or did you create an New Website before adjusting security settings? before my so |
| Posted: 05 Apr 2004 07:47 AM PDT It could be related. One downside to the tight integration between CRM and the other components is that is is extremely sensitive if things are not installed "cleanly". It's odd though that the web app is working fine and it's the DMF install that's failing. One thing you might try is to go into Deployment Manager and then into Server Manager. Right click on the CRM server and select to modify the SQL registration (not sure the exact name, but it's obvious). Use this the reset the linkage to the SQL server. It might clear something up that go bypassed previously. Other than that, I don't know what else to recommend except starting over (including re-installing SQL). Matt Parks ---------------------------------------- ---------------------------------------- On Tue, 6 Apr 2004 16:44:49 -0500, "Brian Mahloch" <com> wrote: Web app appears to be functioning the fine, no errors reported. Nothing shows up in the event viewer other than "Installation of Data Migration Framework Failed". That when I ran the /L* switch using MSIEXEC and found the "Setup cannot proceeed because it failed to get the SQL server name" Error. I am completely stumped at this point. The only thing I can think of is before I installed CRM the sql server's name was changed. I ran the sp_dropserver and sp_addserver procedures to reflect the name change but wasn't aware until after installation the old server name still existed, along with the new. I ran the dropserver proc again and now its gone. Don't know if that would have an impact? "Matt Parks" <com> wrote in message news:com... see <com> that |
| Posted: 05 Apr 2004 03:05 AM PDT Hello, Thanks for your replies. I too want to use only the SDK methods, since it is a better choice from a security point of view. But as you suggested i cannot use the CRMIncident class and the Retrieve method because, it takes the incident id as an argument. My basic requirement is to get the incident id based on the ticket number. Is there any other feature in the SDK? Regards, Venkat it is more efficient directly against the the SDK methods, you are that is built into the app logically deleted records). at the IncidentBase joins a lot of other need if you just want to <com> wrote: |
| Posted: 05 Apr 2004 01:26 AM PDT I would be careful trying to make a change like this. While you might be able to do it, it is equally likely that you will screw up the install. Even worse, you may not discover the problem until sometime down the road. If you haven't put much data into the app, I'd recommend uninstalling, removing the DB's & AD structure and then starting from scratch. At least then you know it will be OK from the start. Matt Parks ---------------------------------------- ---------------------------------------- On Mon, 5 Apr 2004 02:55:51 -0700, "Richard D" <microsoft.com> wrote: Aaah yes and I have entered the same name with the exception of a CAPS error on one letter, i.e. microsoft instead of Microsoft. Hence this is what I am looking to change to cosmetically suffice. I assume this okay to do then as the license is the same and doesn;t recognise the difference ... but I guess what I am asking is where is the location in the database in which I can change this and it will flow through the application? And what about AD and the database names? Rick D. organisation name as it appears when you receive your licence key, this is because the license key is tied directly to your organisation name. than what it specifies, the application will not install successfully, and cannot be change after installation. |
| window.parent.location.reload() fails. Posted: 04 Apr 2004 11:55 PM PDT Shouldn't the URL for the Outlook client be in format: http://localhost:2525/SFA/accts/edit.htm?id=%7BC97E22F1- 198C-4A66-9986-FBB48C2AC1F4%7D ? At least in our environment (v1.2) it is like that. Both server and client use exactly the same code, the only difference is in the config files. isv.config => http://server/ OutlookClient => http://localhost:2525/ The webpage that I icon in the Nav the launch icon) appears inside the Account clicking ok, the so that the original be seen. I do it application.But when I run the above code fails. The window with code ? in the MSCRM 9986-FBB48C2AC1F4} 20CRM/Client/1033/Web/SFA/accts/edit.htm?id=%7BC97E22F1- 198C-4A66-9986-FBB48C2AC1F4%7D types ? Please help me if account window. calling web clicks ok to post. It my web page to be remove my webpage and launched from. calls MY web app pages. 9986-FBB48C2AC1F4} the client which 20CRM/Client/1033/Web/SFA/accts/edit.htm?id=%7BC97E22F1- 198C-4A66-9986-FBB48C2AC1F4%7D </script>") file:/// prefix in fail on this window ? with my question. |
| Migrating from pilot to new CRM Posted: 04 Apr 2004 11:53 PM PDT But there is embedded security information in some of the binary fields that wouldn't have been updated properly. Using the DMF would have updated these fields to be in synch with the new installation. I'm not saying it can't be done, only that it takes a lof of effort to get everything working properly. Using the DMF eliminates the need for that effort. It's not surprising that newly created records appear properly, as they were created using the app and thus would have had the security info set properly. Matt Parks ---------------------------------------- ---------------------------------------- On Mon, 5 Apr 2004 16:44:14 -0700, "Chris" <microsoft.com> wrote: Matt, Used the DMF to populate the new CRM database .. and only had a few customisations to the Sales portion of CRM. Looking at the Migration framework .. it's not as if it gives you anything specific and fantastic over just shoving the data in there yourself using SQL. You still have to use Bulk Inserts and DTS, and hence I just went through most of my tables and mapped old -- new GUIDS for Territory id, SystemuserId and BusinessUnitID (and OrganisationID). All migrated across with no errors and hence the fresh install included with new AD objects now works fine. Although it is only this Admin user that is affected. And from what I can tell. All freshly created objects appear under the Creator Ownner and now the Admin user aswell. Chris. more to the CRM security you use the Data your own process using booted but running |
| Posted: 04 Apr 2004 03:12 AM PDT I guess, in theory, you could modify most of the forms and other elements in an unsupported way to have new translations. I don't know if I would want to undertake that effort though. There have been a few posts recently about modifying the underlying resources to cange the text on some of the "stock" tabs that you may be able to expand upon. Of course, the problems you're gonna face are not the navigational items, but the error messages. I can only imagine that some of these are raised from the other layers of the architecture. Can you do it? Probably. Is it going to be alot of efffort? Definately. Will it be worth that effort? Personally, I would say no. There are a lot of things that can go wrong with this product. Once you've done these changes, you can pretty much guarantee support will tell you you're on your own since you won't be able to guarantee you didn't break something by doing this. Matt Parks ---------------------------------------- ---------------------------------------- On Tue, 06 Apr 2004 09:56:34 +0200, Rafa³ <wywal.pl> wrote: Polish, why? Do I really need 100% of code or just the code responsible for interface would be enough? If there is such code splitted from the rest. |
| Fire Workflow rule when a picklist value is changed? Posted: 03 Apr 2004 02:06 AM PST WF Rules CAN be fired when a record is saved, if that is OK... You have to create a manual wf rule, make it recursive, and call it from the Create of a record. HTH, Dave RUN "Manually". However it is my understanding that, with the current Product (CRM 1.2) these rules can not be instigated on the changing of a value in a custom created Picklist OnChange event javascript associated with my custom Pick list. to call my Workflow Rule |
| Posted: 02 Apr 2004 11:58 PM PST MBS released a product roadmap several months ago that had the December/January dates in it for v2.0. But I just found an updated version of the roadmap (dated 3/19/04) and the target date has quietly changed to Q2, 2005. Of course, the roadmap boldly indicates that it is for planning purposes only and there is no real commitment yet to these dates or features. Matt Parks ---------------------------------------- ---------------------------------------- On Mon, 05 Apr 2004 20:58:42 -0700, Benjamin Zachary <com.spam> wrote: We are looking at a CRM deployment of 26,000 seats. Talked to some of the higher ups, who said it wasnt possible due to hardware restrictions unless we broke it down into departments of about 500. When I asked about 'synching' up to a master db for reporting etc, they said not planned until v2.0 sometime next year (2005). Who knows if MBS will be better then MS at predicting dates and timelines but MS hardly ever makes a set mark due to the complexity of the software. |
| Posted: 02 Apr 2004 06:38 PM PST So how have others distributed reports to people that DON'T have the Developer version of CRM? Can this be done with runtimes? of Crystal, they won't CRM via tha CRM API's then asses that to CRM For the other issues, but I lite 2291- |
| Multiple email addresses to one queue Posted: 02 Apr 2004 03:03 PM PST That's what I was afraid of. I can think of 2 ways to possibly address this. 1) Use an external mail routing to route the emails to the aliases to an external mail server and then back in to the "real" address. There was a post over the week that talked about using this approach for internal emails. 2) Setup a queue for each of the inbound emails. Then, have a process that kicks off on a periodic basis and, using the SDK, re-assigns items from the alias queues to the "real" queue. Matt Parks ---------------------------------------- ---------------------------------------- On Mon, 5 Apr 2004 09:03:44 -0700, <microsoft.com> wrote: Matt, First thank you for the quick response. Secondly yes we did try setting up an alias in exchange but it doesn't seem to work. Don't know if this is because the CRM is grabbing the email before the alias routing or not, but this is a pretty critical issue for our end users to be able to have multiple addresses point at 1 queue. Dave Lievense sure it will work comming in via the SMTP bypass this or not. |
| Can you link products to leads Posted: 02 Apr 2004 02:51 PM PST Thanks to Gill and Matt for the information, Cheers, Derek. "Matt Parks" <com> wrote in message news:com... been |
| Posted: 02 Apr 2004 01:01 PM PST Have you installed the Exchange connector on your box? This error is given when it is not installed/running. Pete "Bsayre" <microsoft.com> wrote in message news:com... error has occured, for more information contact your system administrator". I'm running Win 2003k server, CRM server, exchange 2003, and sql 2000 all on the same box. I can send mail fine from outlook. Anyone have any suggestions? |
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