Microsoft CRM - SBS Default Web Site & Microsoft CRM Version 1.2 & Host Header Value |
- SBS Default Web Site & Microsoft CRM Version 1.2 & Host Header Value
- Run custom report from Quote form
- Can`t send a mail in the CRM
- CRM Customization Activities
- SBS2K3 connect computer site not working
- Tasks and calendar on outlook
- Svr Prep/CRM Install - Hire a Pro?
- Hard Disk Clean Up Tools
- Handling Multiple Marketing Lists
- grouping contacts
- Need advice on where to import marketing lists...
- After upgrade to 1.2 can't edit users
- Activity Linking
- Activities & History Views
- CRM Exchange Router for multiple IP SMTP addresses
- Integrate Microsoft CRM 1.2 with SAP
- Yesterdays date in Activities screen
- cant' delete users
- SFO hangs when going offline
- Printing internet selections
- Integration with Office (2003)?
- Automatic activity creation via email?
- More than one Sales Process Workflow?
- Can't go online
- Import Customization error
| SBS Default Web Site & Microsoft CRM Version 1.2 & Host Header Value Posted: 21 Apr 2004 02:51 PM PDT David, I have also noticed that I am getting the following errors since the change. The emails mentioned in the error message look to be spam but the error messages are only since I have made the host header additions. I have had them before when I changed the host header value. The errors are as follows; Event Type: Warning Event Source: CrmExchangeQueueService Event Category: None Event ID: 5896 Date: 22/04/2004 Time: 3:30:32 PM User: N/A Computer: 001DC001 Description: An HTTP Status of '404 - Not Found' occurred while attempting to deliver a message. Please check the URL in the registry. Message subject: 'Fw: 0rder confirmati0n #908746.' URL: 'http://001DC001/MSCRMServices/CrmEmail.srf' and Event Type: Error Event Source: CrmExchangeQueueService Event Category: None Event ID: 5892 Date: 22/04/2004 Time: 3:30:32 PM User: N/A Computer: 001DC001 Description: The message 'Fw: 0rder confirmati0n #908746.' failed to deliver to all servers Thank you again for your time. Regards, William Kennedy "David Copeland [MSFT]" <microsoft.com> wrote in message news:phx.gbl... |
| Run custom report from Quote form Posted: 21 Apr 2004 01:30 PM PDT well, you could write a very simple app that takes the object id and run a sql call to get the quotenumber, and then from this app call out the report via the url, should be a couple lines of code -Gary "Eric at StrataCom" <com> wrote in message news:OXkOKi%phx.gbl... http://strongbad/reports/viewer/html/viewer.aspx?id=398&sf=({quote.quotenumber})='QUO-01002-9QRYHR' that the |
| Posted: 21 Apr 2004 08:01 AM PDT Did you install the Exchange router? Matt Parks ---------------------------------------- ---------------------------------------- On Wed, 21 Apr 2004 08:01:08 -0700, "Robert Jones" <microsoft.com> wrote: We are doing a test with the CRM. We have installed the CRM without problem. The problem is: when a user try to send a mail to some contact we receive the next error: Communication error. Microsoft CRM key not found. Can anyone help me? |
| Posted: 21 Apr 2004 01:55 AM PDT Dmitry, only fields that are common to all activity types are available which is why not all fields are available. I suggest you take a look at our product "Activity Summary" which displays the "Regarding" field in addition to displaying a global view of all activities that are related one way or another to an account. You can download a free evaluation copy at www.c360.com. -Jeremie Desautels c360 Solutions "Akinchev Dmitry" <ru> wrote in message news:22a901c427a9$ee3a9730$gbl... |
| SBS2K3 connect computer site not working Posted: 20 Apr 2004 09:37 PM PDT It was running the default web stuff that SBS2k3 install by default such as Sharepoint (company web) and the configuration pages that are used to connect computers to the network (http://servername/connectcomputer) and OWA. already running other |
| Posted: 20 Apr 2004 09:31 PM PDT Not that I know of. For my opinion, you gain some because the outlook calendar can do things like recurring meetings, shared calendars, and alarms. If I were you I would just experiment on creating tasks the different ways (CRM, SFO, native outlook) and see what it gets you. That's what I did ----- microsoft.com wrote: ---- So it is a must to install the SFO and make sure that the users use the SFO interface rather than the web interface. Would i loose any functionality if I use SFO instead of the web interface TI SFO CRM button, it will show up in CRM and in outlook immediately in a Outlook will the router Does from before the |
| Svr Prep/CRM Install - Hire a Pro? Posted: 20 Apr 2004 06:17 PM PDT Stu, A CRM implementation done right really consists of very little install time. I would say in my projects I spend about 60% of my time working with clients to learn their business processes and documenting requirements and customizations. 20% actually implementing those customizations, 10% on the actual install, and 10% on training and handoff to the customer. CRM is a lot less about the technology, and a lot more about the internal processes and strategy around the technology. If a customer asked me to come to their site and "only install" the system, I wouldn't do it. I would only engage with customers who I felt are setting themselves up for success. Jake Horn "Stu" <microsoft.com> wrote in message news:1e6701c4273e$5955b020$gbl... |
| Posted: 20 Apr 2004 04:34 PM PDT If this is an enterprise critical system you need something better than scandisk etc as gary says. Also you really need to be running on RAID 5 so you can cope with a hard disk failure. Heck you could even go to multiple RAID controllers but as the hard disk is spinning so fast its the piece most likely to fail "Gary" <NOSPAM.com> wrote in message news:%phx.gbl... |
| Handling Multiple Marketing Lists Posted: 20 Apr 2004 02:47 PM PDT Thanks again for your input, John. Yes, we do have multiple campaigns to deal with. In addition, and perhaps more important, do you have any tips for how we can avoid redundant data in our Leads list, assuming we use that as a "dumping ground" for all new marketing lists? One problem we seem to have is that if we get marketing lists from several companies (which are all for the same campaign), there doesn't appear to be any globally unique identifier for each contact (like a social security number), so there is probably a pretty good chance we'll end-up with duplicate data being imported. Do you have any tips for avoiding that short of manually combing through each list? I know this probably isn't exactly MS CRM related... Sincerely, Todd M. Taylor |
| Posted: 20 Apr 2004 01:36 PM PDT Thanks, I think that will work out well. categorize accounts by for? (similar to |
| Need advice on where to import marketing lists... Posted: 20 Apr 2004 01:07 PM PDT I've found a few more Microsoft CRM "definitions" in the User Guide PDF: LEADS: Leads are individuals who have indicated an interest in finding out more about the products or services offered. Leads that do not work out are disqualified, but retained in the database for business reporting purposes. OPPORTUNITIES: An opportunity is a potential sale to an account or contact. From the above definition of a "Lead", a contact in a marketing list probably doesn't fit this defnition, however, there doesn't appear to be any place else to import a marketing list other that the "Leads" section. Sincerely, Todd M. Taylor |
| After upgrade to 1.2 can't edit users Posted: 20 Apr 2004 12:54 PM PDT and then do an message |
| Posted: 20 Apr 2004 12:23 PM PDT Take a look at our product "Activity Summary". It displays a global view of all activities related to an account in addition to displaying the due date and the created on date which allows you to sort these activities chronologically. On the same screen, Activity Summary displays all activities directly related to the account and also it displays activities associated to all contacts linked to this account, activities associated to cases related to the account, activities releated to opportunities under the account, etc. You can download a free evaluation copy at www.c360.com. -Jeremie Desautels c360 Solutions "Ketil" <microsoft.com> wrote in message news:209601c42795$fe528dd0$gbl... |
| Posted: 20 Apr 2004 12:21 PM PDT Thanks again John, I will check out c360, seems they have several useful tools. there is also a could code your own Lists, |
| CRM Exchange Router for multiple IP SMTP addresses Posted: 20 Apr 2004 07:57 AM PDT OK, that point wasn't clear, I just wanted to rule out an issue with the user/email/queue setup. I don't know if there is a way to get the router to monitor the secondary SMTP server or not. I'm guessing you will need to open a support ticket for this and get help from MBS support. Matt Parks ---------------------------------------- ---------------------------------------- On Tue, 20 Apr 2004 10:21:03 -0700, "Vasja Bojanic" <microsoft.com> wrote: Hi Matt, Thanks for reply. Actualy we did try to send to com and it works OK, because all email for DOMAIN1.COM comes in via primary SMTP virtual server, and it appears that CRM router monitors this SMTP flow ONLY. Problem is that all SMTP email for DOMAIN2.COM is MX registered to flow via secondary IP address and through secondary SMTP virtual server, and this SMTP flow is not monitored by CRM router. Correct me if I am wrong, but it seems that CRM router monitors only one virtual SMTP server - primary. It is not problem to set account's primary SMTP e-mail in active directory - both accounts have both SMTP addresses. SUPPORT account has primary COM and secondary COM. Other account - SUPPORT2 has primary COM and secodnary COM. E-mails which comes in to DOMAIN1.COM work OK for both accounts. But email which comes to DOMAIN2.COM is missed. |
| Integrate Microsoft CRM 1.2 with SAP Posted: 20 Apr 2004 02:51 AM PDT I think we will see integrations into the Microsoft systems first such as Great Plains, Solomon, Axapta. However we may see SAP integration from a 3rd party ISV "Martin Gallagher" <com.nospam> wrote in message news:com... Plains 7.0/7.5 as well as the Office products. On some of the courses it does state a plan for SAP integration but I have not found any information to date. |
| Yesterdays date in Activities screen Posted: 19 Apr 2004 09:41 PM PDT I would hope that the next CRM release will set you CRM timezone to the same as your system timezone to avoid this confusion in future "ilr" <microsoft.com> wrote in message news:com... |
| Posted: 19 Apr 2004 03:52 PM PDT I guess I understand the reasoning behind not being able to delete users, but as a developer, I need to break stuff to see how it works and adding test users seems like a legitimate need. As much as I'd like to create an entire CRM development environment, coming-up with another server on it's own domain to do that just isn't feasible :( I highly recommend not dinkin' with the database... I did and got myself locked-out of CRM ;D Sincerely, Todd M. Taylor |
| Posted: 19 Apr 2004 03:14 PM PDT no......its pretty buggy, a few months ago I called MBS and opened a case,.....well over a month later not a single thing was resolved, and being under pressue I simply used my own laptop as a guinea pig and formatted the sucker, and it worked, and for a second machine with the problem I upgraded it to XP from 2000 (formatting was not acceptable, hehe)..... funny thing is now,....I have this new laptop that I have formatted and installed windows 4 times in a row, trying to keep it as vanilla as possible, and just get CRM on there, and it simply won't give, the outlook client consistantly gives the same error, no matter what I try (I even installed with bare bare bare bones, and ONLY the patches it demanded).....wild stuff -Gary "John O'Donnell" <com-nospam> wrote in message news:phx.gbl... Offline, No |
| Posted: 19 Apr 2004 02:14 PM PDT just use your mouse to highlight the areas/pages in question, and when you do File >> Print, select the "Selection" option under Page Range -Gary "Dave GC" <microsoft.com> wrote in message news:13c801c42653$44ec89b0$gbl... |
| Integration with Office (2003)? Posted: 19 Apr 2004 01:38 PM PDT Note is now possible to incorporate .net code such as C# into the latest releases of office such as word and excel so this type of customization would be very possible. Just needs a friendly developer to write it for you. Here is some information to get you started http://www.msdn.microsoft.com/office/default.aspx?pull=/library/en-us/odc_vsto2003_ta/html/odc_vstexlweb.asp "John O'Donnell" <com-nospam> wrote in message news:uD$phx.gbl... but |
| Automatic activity creation via email? Posted: 19 Apr 2004 01:23 PM PDT Jake I am also interested in creating emails in CRM. You mentioned that you thought it would be easy using the SDK. Can you give me a pointer on how you plan to do it? I don't know where to begin. I know that I have to use a CRM API to create an activity, but that's about it. Thank you for any advice ----- Jake Horn wrote: ---- How would workflow know how to possibly create an activity from any emai that came into Exchange "Gary" <NOSPAM.com> wrote in messag news:phx.gbl.. |
| More than one Sales Process Workflow? Posted: 19 Apr 2004 09:30 AM PDT Thanks for the info... It works wonderfully. process that checks to see it issues a Stop. then Stop. processes are involved in <microsoft.com> defined. |
| Posted: 19 Apr 2004 06:41 AM PDT I've been battling that error for months, its almost futile. I contact MBS and spent a full month with their developers and engineers and got no where, I eventually said screw it and reintalled the entire machine (OS too) and that fixed it. Now I have a machine that no matter how many times I format/reinstall I keep getting that error. However last time, I simply upgraded this machine to WinXP from Win2000, and that seemed to do the trick........ -Gary "Glenn Strom" <net> wrote in message news:0e5b01c42613$fbcf56c0$gbl... |
| Posted: 19 Apr 2004 04:40 AM PDT Thanks for the reply. However, I have uninstalled and re- installed CRM following install directions. IIS is installed with defaults. Still hoping for a fix..... Peter install... decided to setup IIS the way I normally do and MS CRM didn't like it. in message news:0d7c01c42603$197ff4b0$gbl... event an Microsoft.Crm.Tools.ImportExportXml.XmlCustomizati on.Popul web any error no |
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