Microsoft CRM - Customization with SDK : add related form |
- Customization with SDK : add related form
- Will new fields get upgraded?
- 2 Remote User Connections
- Can not Create cases
- DC and CRM
- Can't access CRM home page or reports
- How can I take back a licence
- Sharing records
- link our database schema to CRM
- Insert other Table
- uninstall client fcor Outlook is impossible
- Importing a list of Accounts from another app...
- Please help - CRM client Installation asking for web URL
- Duplication of Production CRM Install to Test environment
- Version 1.2 keys on version 1.0
- Internal AND External Customer Service
- Sales: Lead become Opportunity, then Account?
- Create new field???
- Jscript problem with CRM?
- Since Upgrading To SBS 2003 Cannot Start CRM Security Service
- Demo on single laptop
- MS CRM 1.2 - Sales for Outllok
- Error when synchronizing in Outlook
- The trials of relocating both the SQL and the CRM frontend server (1.2)
- ISV.config and teams
| Customization with SDK : add related form Posted: 30 Apr 2004 05:07 AM PDT Hi I would like to give the possibility to users to be able to duplicat an opportunity since a first opportunity without having to recaptur information For it I added a button in the toolbar of the Opportunity form. associated the url <servername> /SFA/opps/edit.aspx to this button How can I do to simulate an " add related " and to take al information but the id of the first form (I have already done th mapping) Thanks |
| Posted: 29 Apr 2004 01:17 PM PDT Thanks Matt So, I guess it is always better to build an external application and then integrate it with CRM. This will minimize maintenance issues during upgrades. "Matt Parks" <com> wrote in message news:com... no may future what the thus due to future What |
| Posted: 29 Apr 2004 08:18 AM PDT SFO requires that the laptop be a member of the Domain in order to be installed. It also will not sync across the web. Matt Parks ---------------------------------------- ---------------------------------------- On Thu, 29 Apr 2004 08:18:05 -0700, "Greg" <com> wrote: I have 2 remote users who log into an entirely separate (Untrusted) domain on their winxp notebooks then the rest of my users. Currently they access CRM across the web (with login id's that obviously match the CRM domain). I would like to give them Sales for Outlook on their local machine. Is it possible to synch them through the web? They do not need email capabilities it would just be so they could Work offline on their accounts? Thanks for your time. |
| Posted: 29 Apr 2004 07:24 AM PDT I figured out the problem. It had to do with the current case value in the system and case numbers that I had imported from another CRM installation. I changed the current case value and that took care of the problem. Anthony "Martin Gallagher" <com.nospam> wrote in message news:com... Dialog box allows you create a new Account or Contact), the Subject must be an entry for the Subject Catalogue and the Title is anything you like and does not have to be unique. |
| Posted: 29 Apr 2004 06:56 AM PDT It "can" work, but it also might not. If the DC config is relatively clean, then you might be OK. However, there have been some issues with the SFO client and replication in a single server (non-SBS) environment. Matt Parks ---------------------------------------- ---------------------------------------- On Thu, 29 Apr 2004 06:56:01 -0700, "Jeff" <microsoft.com> wrote: Does anybody know why you can't run CRM on DC? |
| Can't access CRM home page or reports Posted: 29 Apr 2004 06:16 AM PDT Colin Is your CRM security service started on the crm web box? "Colin Campbell" <microsoft.com> wrote in message news:com... |
| Posted: 29 Apr 2004 06:06 AM PDT Assuming you have the authority, go to Settings --> Business Unit Settings --> Users. Select the user, click on the Licenses tab, then Manage Licenses. You can then highlight the license and remove it from the Selected Licenses field. How can I take back the licence? Does anyone know? |
| Posted: 29 Apr 2004 03:41 AM PDT I guessed right :-) "Teresa" <microsoft.com> wrote in message news:com... realized the security roles where at organizational level. I turned them out to business unit level, and sharing function worked out. |
| link our database schema to CRM Posted: 29 Apr 2004 01:02 AM PDT Yingwu, If I understand you correctly, the information you need to track is basically "child" tables that are tied to the Account or Contact. The following MSDN article covers how to setup a new page within MSCRM that displays info from another database. You can use this as a base for creating pages that maintain the additional information you need. http://msdn.microsoft.com/library/en-us/dnmbscrm/html/mbs_crmapp_database.asp You will obviously need to work out the PK/FK issues, but the concepts are there. There are also several other articles there that will get you pointed in the right direction. Matt Parks ---------------------------------------- ---------------------------------------- On 30 Apr 2004 04:37:35 -0700, com (yingwu) wrote: Matt, thanks a lot for your reply. Yes, I believe that it is better for us to covert our database schema to CRM database schema. But we realized a problem that it is quite hard for us to convert as we are selling software online which is typically include refund and chargeback. We have such tables to track refund and chargeback orders. However, there is no such information in CRM tables. It will be too difficult for us to change the CRM mapping system to use our schema, and also it will be too difficult to maintain. So how is your thinking/suggestion to deal with this refund/charge back things? Thanks for your input! yingwu Matt Parks <com> wrote in message news:<com>... |
| Posted: 29 Apr 2004 12:12 AM PDT not within the existing framework of the app. However, you could develop this on your own and interate the logic into MSCRM. Refere to the SDK and MSDN articles for some examples. Matt Parks ---------------------------------------- ---------------------------------------- On Thu, 29 Apr 2004 15:48:19 +0200, "Xymox MS" <it> wrote: "Frans Cahyadi" <com> ha scritto Can I make join between tables of different db ? marco s. |
| uninstall client fcor Outlook is impossible Posted: 28 Apr 2004 04:47 PM PDT Thanks for your contribution Martin. I will give this a try next time I meet that person. Peter needs to be completed by the domain user that installed the client. There is a workaround available which migh help: MSCRM key at this location: | MSCRM machine Note - Setup may fail on step 2 but it should work fine on step 3 and the CRM Sales for Outlook client will uninstall |
| Importing a list of Accounts from another app... Posted: 28 Apr 2004 02:30 PM PDT Thats the tool you need. "Todd M. Taylor" <com> wrote in message news:eVD2B%phx.gbl... |
| Please help - CRM client Installation asking for web URL Posted: 28 Apr 2004 01:26 PM PDT Raj On the pc where you want to install the client you need to be log in as a user which exists on the Active Directory where the CRM server is a member of. The Username/Password have to be the same. The user also needs to have a licence assigned to him/her Regards Rob Bakkers Accentur ----- Raj B wrote: ---- Am installing CRM Client on a different machine from CRM server (which is the recommended configuration). On trying to instal CRM client the installer asks: "Type the URL of the Microsoft CRM Server you want to use: e.g. http://crm When I put in a path for the server software on the other machine - says setup was unable to find an instance of the Microsoft CRM server components What do I need to put in the url address for it to locate the server components? Is the server supposed to sit on the internet and be accessible. I have my CRM server in the other machine with SBS 2003. Please Help - cannot seem to find a solution to this. |
| Duplication of Production CRM Install to Test environment Posted: 28 Apr 2004 11:50 AM PDT I just got back from a 2 day SharePoint development class, and the instructor recommended using Microsoft Virtual Machine for developing applications on MS CRM, rather than devoting another Windows 2003 server for a "test environment." Might this be an option for you? Sincerely, Todd M. Taylor |
| Version 1.2 keys on version 1.0 Posted: 28 Apr 2004 11:20 AM PDT The keys are definately version specific. When going from version 1.0 to 1.2 we were supplied with a new set of keys "Cobb" <com> wrote in message news:%phx.gbl... |
| Internal AND External Customer Service Posted: 28 Apr 2004 10:24 AM PDT We have strict security - most folks have user-level privileges or team-shared which should cut down on the confusion. Also, most of the communication b\w depts will be in the form of tasks instead of emails. (i.e. Sales needs contract amendment from legal - submits task to Legal queue). We want a way to track\analyze internal customers. I'll let you know if I see an iceberg approaching.. ;) Thanks! customer for disaster ;) would all be stored in be filtered in a are appropriate to employee is a CRM user CSR in the Customer and will work with sends a help contact/account this person shouldn't be a get ;D |
| Sales: Lead become Opportunity, then Account? Posted: 28 Apr 2004 10:09 AM PDT Thanks for your feedback, KB :) I think you're right in stating that sales people have to create all three accounts from a Lead, whether that Lead has actually bought something or not. It makes more sense to me to escalate a Lead to an Opportunity, then to an Account rather than do the latter two at the same time, but I guess our sales staff will just have to use the program as is :( Sincerely, Todd M. Taylor |
| Posted: 28 Apr 2004 10:05 AM PDT Hank - Keep in mind when you add fields in MS-CRM that you cannot delete them. Also, yes you can create fields with look-up values/drop-down list fields. Create the field first and publish the customization from deployment manager. Then customize the form itself within MS-CRM (System Customization) to add the values for that item. Publish the form customization. Then IISRESET on the web server. Should be it. At least that is how I do it! brian |
| Posted: 28 Apr 2004 09:56 AM PDT But it works fine as regular jscript in a web page. It just doesn't work with MSCRM in the jscript box for the onchange event for picklists. Eric "Gary" <NOSPAM.com> wrote in message news:phx.gbl... |
| Since Upgrading To SBS 2003 Cannot Start CRM Security Service Posted: 28 Apr 2004 08:45 AM PDT I thought it was going to be a much easier process. The biggest issue that I found was an error every time I booted saying: "The procedure entry point GetTextExtentPointI could not be located in the dynamic link library MSDART.DLL" Turns out that the OLEDB32.DLL that I had was old and the upgrade did not replace it and that caused services to fail. MS CRM still won't run because now it is telling me that I am trying to log on with a bad user id but at least I am closer. Thanks for your response. |
| Posted: 28 Apr 2004 07:23 AM PDT I do this single 2.4ghz laptop 1GB ram 4 virtualpc images 1 - domain controller in its own forest 2 - crm +sql server 3 - server 2000 running vs.net for development and client 4 - exchange server when its all started up it is sluggish but not unusable. I have developed crm custom code on this setup and believe me, if it was slow i would not use it "Cedric Mesey" <microsoft.com> wrote in message news:phx.gbl... Win2003 |
| MS CRM 1.2 - Sales for Outllok Posted: 28 Apr 2004 07:09 AM PDT I'm sure you can get it to work, but I don't know what you'd have to do to get it to be successful. I'm pretty sure the problem has to do with the security tied to the replication. I know there have been many people who have posted problems about trying to get it to work, but have not seen an answer yet. Having the workstation in the CRM Domain is listed as a req for SFO. Matt Parks ---------------------------------------- ---------------------------------------- On Thu, 29 Apr 2004 09:47:11 +0200, "Atleti de Madrid" <es> wrote: Thanks, Matt, but... do you mean that users in an enterprise, that shares several domains, DO have to "relocate" the workstations into the DW2K3 Windows Domain for CRM/SFO client to work? What about if an user (let's say... within the DW2K domain) wants to install SFO in his outlook? I mean, the installation process would complete successfully or no? And, if so, the Outlook client will connect to the server without trouble? Thanks in advance |
| Error when synchronizing in Outlook Posted: 28 Apr 2004 06:29 AM PDT Peter Is your CRM server on Windows 2003? I had this same problem because my CRM was on Windows Server 2003 and my active directory was on 2000. If this is the case for you, you have to open an incident with Microsoft (mbs.microsoft.com) to get a hotfix for an updated authx.dll file ----- Peter Rundberg wrote: ---- What could be the possible causes for the following error when trying to g off-line and synchronize in Outlook -------------------------- Erro -------------------------- The specified domain either does not exist or could not be contacted -------------------------- O -------------------------- This error occurs shortly after the Downloading Status dialog box is opene (the one with the progress bar). The error can be reproduced from an client, so it seems to be a server side problem. Working on-line, both i Internet Explorer and from inside Outlook works fine, and th synchronisation has worked before, but is now not working anymore What would be a suggested methodology to resolve this kind of issues ? Ar there settings in client PC registry that we can compare to server sid settings? Is there a way of turning on logging or tracing, that can help u finding the cause of this problem ? How can we check and compare potentia changes to network or active directory with the current settings of MSCRM Any help is most appreciated Best regards Pete |
| The trials of relocating both the SQL and the CRM frontend server (1.2) Posted: 28 Apr 2004 05:04 AM PDT The licensed name is simply 'Imscan' (without the quotes), can't really see how that could be a problem. I'll see what MS support offers and post back my results. -Ben "John O'Donnell" <com-nospam> wrote in message news:phx.gbl... W2k service too). the synch ms it one a 125 125 'MSmerge_C15D4F59965F4505B09147FA0BAD2AAA'. 'MSmerge_76B5E99ADD6C4C8C9A9FB2DA9B5C37A8'. |
| Posted: 27 Apr 2004 11:36 PM PDT No this is not possible using standard CRM. There is no way to say only user1 can see your addin etc. However as CRM uses the Active Directory you could have your code ask the AD if they are a member of a certain group and if they are run the code and if not drop out. Never tried it but I'm sure it is possible "Venkat" <com> wrote in message news:540901c42ceb$175b69a0$gbl... |
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