Microsoft CRM - How can I make sure my import data is clean? |
- How can I make sure my import data is clean?
- Migration Query.
- Remote Web Workplace stoped functioning.
- Delete a user from CRM?
- Install error (failed to run script create mscrm.sql)
- Need Help on CRM
- CRM Contacts not sync. with Outlook contact
- how to manage security between ms crm and integrated web app?
- CRM and Solomon
- records/objects marked as 'deleted'
- XML - fetch mapping
- Sending Emails
- error during crm server setup
- Error Messages in CRM
- Multiple Installations of MS CRM on the same domain
- Email send fails
- Crystal Reports Enterprise -- what version to use?
- adding pictures/logos to crm or changing colors etc
- Staff change -- re-assign Leads, etc
- case/incident with SALES PRO
- Crystal report logon error, please verify that you have enough l
- How to access MSCRM with VB6 or ASP
- crmForm.objectid
- Sales for Outlook Client Troubles ...
- Appointments in web interface
| How can I make sure my import data is clean? Posted: 28 Jul 2004 04:05 PM PDT It may be something other than a CR/LF. I do know that something is breaking up my records into multiple rows. I start with say 2,500 records and CRM tells me it is prepared to load 3,079 records. This data will load into SQL Server via DTS and record integrity will be preserved. THe CRM Import Lead utility seems to be more finicky about the data it works with. How do you make sure you have clean data for CRM that is not going to split? "Richard Warren" <com.no_spam> wrote in message news:e38s%phx.gbl... Is there something besides a CR/LF pair ending the actual record? Two CR/LF's for instance? And how many rows are we discussing? -- Thanks, Richard -------------------------------------------------------------------------------- "Dave F" <com> wrote in message news:phx.gbl... I trying to do a simple import of leads into CRM from a text file. My problem is that some of the data in the text file has LF/CRs that are causing it to come in as split rows. IOW, a record that has a field with a LF/CR is apparently treated as a multiple records. If I look closely at the data I think I can identify a LF/CR. It displays as a small square embedded with the rest of the text.. But I cannot manually remove all of these. How can I remove all the LF/CRs from my data before I bring it into CRM? |
| Posted: 28 Jul 2004 03:38 PM PDT Hi, thanks for the reply. I have tried some test migration on my own. After migrating 5 records from the CDF to the CRM table, I add some new records and make some changes to the CDF data and run the migration again. The migration tool only migrate new records and the updated records are not be migrated. Does this means that if I want to reflect those changes to the CRM table, I have to write directly to the table ? "Patrick Le Quere [MS]" wrote: |
| Remote Web Workplace stoped functioning. Posted: 28 Jul 2004 02:58 PM PDT A little further research indicates you'll need the IIS metabase. There's a section in the SBS2003 IIS MMC help file about "Backing Up and Restoring the Metabase." Sounds like required reading for your scenario... -- Thanks, Richard -------------------------------------------------------------------------------- "Jeremiah" <microsoft.com> wrote in message news:615901c474f2$ad986590$gbl... Now that u mention it the site "Default" is missing from IIS. I have no idea what has happend to it. Any ideas on how to get it back? Thanks -Jeremiah still present on your box but that you've made the "Microsoft CRM Version 1.2" site the default site for port 80 on the interior NIC? of the "Default Web Site" site (i.e. there's no /Exchange configured for MS CRM's site). and configured it for the inward-facing NIC only. That left the actual "Default Web Site" untouched and companyweb untouched. I'm not sure whether you want to undertake a migration of all of the other functions (TSWeb, etc) over to the CRM site or not...;-) ---------------------- message news:604201c474ed$fa899bd0$gbl... to your |
| Posted: 28 Jul 2004 01:18 PM PDT Richard, Go to the CRM web home page. Click Settings >> Business unit settings >> Users Double click the user you want to remove the license for. Click the license tab on the left. Click manage license in the action bar. Then move the license from the right window to the left. Click ok then save and close the user. Finally with the user still highlighted just select Disable from the action menu. Thats it your done. Hope that helps. Jeremiah |
| Install error (failed to run script create mscrm.sql) Posted: 28 Jul 2004 12:01 PM PDT Thank you very much Dave. I will give that a try. -Jeremiah |
| Posted: 27 Jul 2004 06:36 PM PDT yes this will still work. Note that you do not have to install the exchange connector in order for CRM to work. Its only needed if you want email going to and from the crm system. Note that the connector will also only catch email coming from the outside world. It does not see intra-company email -- John O'Donnell Microsoft CRM MVP "Jit" <microsoft.com> wrote in message news:57ee01c4746d$8ccf0010$gbl... |
| CRM Contacts not sync. with Outlook contact Posted: 27 Jul 2004 03:58 PM PDT Have you checked you event log to see if any errors got flagged? It's possible the sync isn't working properly which is resulting in the records not coming over properly. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Tue, 27 Jul 2004 23:35:02 -0700, Mikael <microsoft.com> wrote: Hi Matt, Yes I did. When the Sync./offline has been done, it seems like the CRM/Outlook on contact are froozen - no new CRM contacts comes over to Outlook and visa versa. It is very strange. Do you know if there is a flag that can be set or somethink like that? Cheers, Mikael "Matt Parks" wrote: |
| how to manage security between ms crm and integrated web app? Posted: 27 Jul 2004 03:55 PM PDT on your CRM web server under wwwroot\_Resources you will see a file called ISV.CONFIG. This is the file you use to add mene options to CRM. Note that as said before these options will appear for all users. In a standard CRM install this file already has some custom menu items setup. To activate you need to open up the file called web.config in wwwroot on the CRM web server and change an entry called ISVIntegration to on. When you save this file you need to restart the web server by opening a command prompt and running a command called IISRESET. Once the web server is restarted and you reconnect to CRM you will see the new menu options. And yes your custom code can open in a new window. Check out this link http://msdn.microsoft.com/library/default.asp?url=/library/en-us/crmsdk/htm/addingcustommenusandbuttons.asp -- John O'Donnell Microsoft CRM MVP "JM" <microsoft.com> wrote in message news:com... app. also, how easy is it to do the following in crm: certerain external custom pages. some menus should not show up based on what user is logged in. people make them popup windows? If we want popup windows, does crm menu support opening up as a popup? get that write release wrote: from the what external model? if i role they pages |
| Posted: 27 Jul 2004 02:51 PM PDT Jeff; I am not sure i agree with the first statement "Microsoft announced the cancellation of biztalk support for MSCRM and Solomon adn GP 8.0 at the Worldwide partner conference in Toronto". While i was not there at the partner conference; i would think it would be pretty dumb to make that statement. - MSCRM is Web Services and XML based. You can talk to it from anything that deals with Web Services. - eConnect is XML inbound/outbound. There are XSD/XML Schemas of Great Plains modules. Plus the transport mechanisms are inherent to Biztalk as well including MSMQ mode of communication. - Frequently you have situations where there are needs to integrate to third party or inhouse custom applications as well or incorporate a workflow where Sally in Accounting is notified when a new sales order is created or Fred in Finance needs to approve the new account that was created in MSCRM before it can be inserted as a company/individual in GreatPlains. Biztalk 2004 partner edition (or other editions) is no brainer if you are considering such integration. You could easily map between the schemas, create a Biztalk workflow (orchestration) and talk sync/async, web services, msmq, sql or by multitudes of transports that Biztalk supports. You could easily add an intermediate step in the Biztalk workflow where you have a human based approval process using InfoPath. You could also easily add steps for the workflow to take this information to your custom fulfilment application or whatever. The way i see in the future is all these products support web services or provide infrastructure like eConnect. If you are a small shop; at times it makes sense to go with point to point products. If you have serious integration needs like multiple applications, workflows; i would suggest taking a close look at Biztalk. Cheers~ Ananth Krishna equarius/interlink group "jeff labombard" <jeff microsoft.com> wrote in message news:com... Solomon adn GP 8.0 at the Worldwide partner conference in Toronto. as follows (this is copied from partner source): 80% of Microsoft CRM integrations which are to systems other than our ERP solutions after CRM 2.0) Nolan, and others) Solutions) integration to MS CRM. adapters will there also a years team |
| records/objects marked as 'deleted' Posted: 27 Jul 2004 01:03 PM PDT Matt I did a dig through the SDK and came to the same conclusion ie you cannot undelete. However as Microsoft seems to keep all data even when you delete it appears an UNDELETE function would be nice :-). Maybe in the later versions we keep talking about eh :-) -- John O'Donnell Microsoft CRM MVP "Matt Parks" <com> wrote in message news:com... been as wrote: i just than |
| Posted: 27 Jul 2004 07:14 AM PDT select top 1 * from activity order by createdon desc translated into fetchxml. "VinÃ*cius Pitta Lima de Araújo" wrote: |
| Posted: 26 Jul 2004 11:58 PM PDT Prafull, Do you have SSL enabled on your Exchange server? That is typically the issue with a 401. If so, then you need to change the settings on the MSCRMConnector virtual directory to not require encryption. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Tue, 27 Jul 2004 22:17:02 -0700, "Prafull" <microsoft.com> wrote: I checked the log file it contains : Error: <description>An unexpected error occurred.</description><details>An error occurred attempting to dispatch the email : HTTP status: 401 Access Denied.</details><file>D:\crm\Build\3297 \src\platform\include\proxy\proxyutil.h</file><line>47</lin e> Error Message: An unexpected error occurred. Error Details: An error occurred attempting to dispatch the email : HTTP status: 401 Access Denied. Source File: D:\crm\Build\3297 \src\platform\include\proxy\proxyutil.h Line Number: 47 Stack Trace Info: at System.Web.UI.Page.HandleError (Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.Htt pApplicat ion+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) I really don't know whats the rason behind this error. Please help me Thanks, Prafull explicit error and if message can't express. |
| Posted: 26 Jul 2004 09:58 PM PDT this server is the pdc, sql server, dns server. i am using the default administrator account which is now part of domain admins. default administrator well. The default try using that inability to made AD or a DNS problem. when you installed There are a number message per http://www.microsoft.com/technet/prodtechnol/mscrm/mscrm1/d on a |
| Posted: 26 Jul 2004 04:49 PM PDT Stephen - Yeah..."An unhandled exception occurred during the execution of the web request. Please review the stack trace for more information about the error and where it originated in the code." The stack trace points to System.Web.UI.Page.HandleRequest/Process Request. I'm fairly technical, but mostly I'm a trainer/consultant by trade - this is getting into levels of techy stuff that I just don't understand. Thanks for any help you might have! Lisa message in and |
| Multiple Installations of MS CRM on the same domain Posted: 26 Jul 2004 02:44 PM PDT Benson Technically on the same box no but on multiple boxes in the same domain... there are issues. You can also use Vritual PC. Jeff Loucks Available Technology ® Solutions For Professionals ® www.availabletechnology.com "Benson Wong" <com> wrote in message news:google.com... |
| Posted: 26 Jul 2004 12:15 PM PDT Thanks for your response. I did that just now with no change. Any other ideas? Exchange server. der Inhalte in error "An |
| Crystal Reports Enterprise -- what version to use? Posted: 26 Jul 2004 08:47 AM PDT if You already have Crystal 9 licenses, you dont need to purchase another set, just download either of these links and use your 9 license.. Crystal Report v9.2.2 FTP Site Pro - ftp://ftp.crystaldecisions.com/outgoing/TS/CC/CRPro922.zip Dev - ftp://ftp.crystaldecisions.com/outgoing/TS/CC/CRDev922.zip Use your 9.0 license key. Reinstall this version on a clean PC, not an upgrade for your existing v9.0. store - the link is a patches. Once you have source, you can save in message that develop info |
| adding pictures/logos to crm or changing colors etc Posted: 26 Jul 2004 07:56 AM PDT If you want change the appearance of the CRM you can look at the CSS files in CRM directory... This is unsupported and I think who will be hard get help but you can try... hope this helps. []'s Vinícius Pitta Lima de Araújo "emily" <co.uk> escreveu na mensagem news:evz$phx.gbl... form it |
| Staff change -- re-assign Leads, etc Posted: 26 Jul 2004 07:47 AM PDT If you go into the User maintenance part of the app, you can re-assign all objects from one user to another. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Mon, 26 Jul 2004 07:47:38 -0700, "Jenny" <net> wrote: We had a change in staff. Does anyone know how to re- assign data from one CRM user to another? (All leads, etc.) Any help is appreciated; thanks! |
| Posted: 26 Jul 2004 07:46 AM PDT Thank you for your explanation! I'm going to chose another way to customize my needs. Uwe "alex_simons" <alex_simons[MSFT]@online.microsoft.com> schrieb im Newsbeitrag news:com... without a service license, your other users will only be able to access the sales objects. So to give your non-admin users access to cases you will need to buy them a Service License or Suite License. german cases. new customize which functionality? |
| Crystal report logon error, please verify that you have enough l Posted: 26 Jul 2004 06:13 AM PDT Thanks Stephen and Ravi. Active Ports -- great little util. On mine it was "pageserver.exe" that had port 6400 locked up, and once I stopped that I was able to start the APS on port 6400. Is that what Silas meant when he said that the APS "sometimes does not start up like it should"? 'Seems these other Crystal services can randomly jump in first and get the port APS needs. Some people might call that a design flaw ;-) "ravichander" <apexcovantage.com> wrote in message news:phx.gbl... |
| How to access MSCRM with VB6 or ASP Posted: 26 Jul 2004 04:03 AM PDT Unfortunately all code that I have seen for Microsoft CRM assumes you are using a .NET language such as C# or VB.NET etc -- John O'Donnell Microsoft CRM MVP "Daniel Horng" <com> wrote in message news:google.com... |
| Posted: 26 Jul 2004 02:23 AM PDT Try: crmFormSubmit.crmFormSubmitId.value; "Ron" <co.il> wrote in message news:phx.gbl... |
| Sales for Outlook Client Troubles ... Posted: 26 Jul 2004 02:04 AM PDT well that's a very important DLL - it is the BizUser object which handles authentication and credentials. David, it really sounds like this installation did not work right. You can try to manually register all the DLLs, but I would recommend a re-install I think. Dave <fr> wrote in message news:phx.gbl... -- {789C64FB-1AFC-4795-8035-434BF4466129} platform. System.Web.CallHandlerExecutionStep.System.Web.Htt pApplication+IExecutionSte and the the message Sales need the Type and display, Techknowledge le tried same dans end-user group results |
| Posted: 26 Jul 2004 01:17 AM PDT The Activity Record has a state code of 0 (open), 1 (completed) and 2 (Cancelled). If you can write code through the SDK you can re open the appointment and set the dates to whatever you want. The other alternative is to create a custom page to display all appointments that are due - say for tomorrow and update their dates to sometime in the future. activities are marked as there....but it is a bit wrote in message behavior is the default the open state it escreveu na mensagem scheduled day Calendar? Can we: it? (we want to duration, but we don't we can have a full |
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