Microsoft CRM - Maximizer Compatibility |
- Maximizer Compatibility
- Modifying View (associated sales)
- SFO can't go offline.
- Sort order of activities
- Windows open off the screen
- Email Router failure plan?
- SQL server problem
- webparts
- Question about Status Reason field
- Queue problem and incoming email directed at crm
- Transfering Data from one Server to Another
- Removing standard Buttons in Tool Bar
- CRM Time Stamp problem
- Adding a CRM contact from Outlook toolbar
- Microsoft releases Reporting Services Reporting Pack for MS CRM
- Stolen Machine
- Viewing group calendars in CRM
- CRM Server components for Outlook
- Import/publish customizations programmatically (for picklist updating, e.g.)?
- changing SQL database location
- Root Toolbar
- Reset CRM
- Email router problem
- Multi-select Listbox
- How do you setup workflow rules?
| Posted: 01 Oct 2004 02:23 PM PDT Besides the option Stephen gave you, you could also look into the datamigration toolkit. It will generate a intermediate database, which use can fill using DTS or other means of SQL importing. You can run the datamigration to fill the CRM database. I hope this helps, Rob Bakkers Avanade "crazy-foo" wrote: |
| Modifying View (associated sales) Posted: 01 Oct 2004 11:10 AM PDT Right on the money, thanks for the point in the right location. Much appreciation, Scott |
| Posted: 01 Oct 2004 02:25 AM PDT We also had this problem but it was a dns configuration error. At a command prompt run nslookup <crmservername> and make sure that it correctly returns the ip of your crm server. If not, go to the advanced properties of TCP/IP, click the DNS tab and confirm that the "DNS suffix for this connection:" says <dnsserver>.<domain>.com/local/whatever -Jason "sanly" <net> wrote in message news:google.com... |
| Posted: 30 Sep 2004 02:22 PM PDT After sending my previous reply, I realized that it dealt with global custom activity views in Workplace > Activities, whereas Jason's original question was specifically about activities associated with an Opportunity. So, just to clarify, the precise answer to that question is: http://<crm-server>/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001903} (for the Activities and History tabs) http://<crm-server>/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001951} (for the Sales Process tab) CR |
| Posted: 30 Sep 2004 02:11 PM PDT What screen resolution are the displays set to? The forms are designed for 1024x728 minimum resolution. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Thu, 30 Sep 2004 14:30:54 -0700, "Jason Beckett" <com> wrote: Nope. Single monitor. -Jason "John O'Donnell" <com-nospam> wrote in message news:%phx.gbl... the |
| Posted: 30 Sep 2004 01:46 PM PDT Might help if Exchange = CRM (ie, SBS2003) somewhat though ? Tony Foster GoldMine Support Consultant FrontRange Certified Professional Microsoft Business Solutions CRM v1.2 Certified Applications Professional Microsoft Business Solutions CRM v1.2 Installation & Configuration Certified Professional PROFITA BUSINESS CONSULTING: Aligning Strategy, Processes, People and CRM Systems for Business Success. GoldMine Certified Solution Partner. www.profita.co.uk "Matt Parks" <com> wrote in message news:com... just |
| Posted: 30 Sep 2004 12:33 PM PDT Hi again with further update. The client works perfectly if logged on to network as administrator!! It's definitely a security issue. What privileges do sfo users need? thx, Frank something else is to own instance of SQL security in your CRM there svr an "access |
| Posted: 30 Sep 2004 11:27 AM PDT While you could use Crystal Reports to build/display the reports you want via webparts, your time might be better invested in using SQL Server Reporting Services. Reporting Services will be the reporting engine in MSCRM 2005, but you can also use it right now with CRM 1.2, as described at http://www.sonomapartners.com/articles/microsoft-crm-sql-report-pack.aspx. As for the webparts to expose your RS reports, check out http://blogs.sqlxml.org/bryantlikes/articles/628.aspx. Chris Rogers www.CustomerEffective.com "Ricardo Antunez" <microsoft.com> wrote in message news:com: |
| Question about Status Reason field Posted: 30 Sep 2004 09:03 AM PDT So does that mean there is no solution to this problem? If it does not let me change it, is there a customization I can do to allow the user to modify this field? My users would like to be able to indicate a reason that an account is no longer active. |
| Queue problem and incoming email directed at crm Posted: 30 Sep 2004 08:26 AM PDT No Matt - it all works fine now. I just had to dabble in port numbers because of several websites - CRM being configurable took the hit for the change and still worked ok so decided originally to leave it as is on port 8080 for now. What I did not realise was the reg entries on other servers needed hacking to suite, clearly proven by changing it back to port 80 and it working. Thanks "Matt Parks" <com> wrote in message news:com... environment that wrote: store activity the this I will cannot wonder as studied |
| Transfering Data from one Server to Another Posted: 30 Sep 2004 06:52 AM PDT Thanks Matt - where can I find that? Matt "Matt Parks" <com> wrote in message news:com... used for <microsoft.com> to and |
| Removing standard Buttons in Tool Bar Posted: 30 Sep 2004 03:37 AM PDT Thanks, it works great ! |
| Posted: 29 Sep 2004 01:45 PM PDT Also, where are you llooking when you see this? If you are looking at the table directly, that makes sense as all the dates are stored in GMT. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Wed, 29 Sep 2004 15:49:02 -0700, "Jagan Peri [MSFT]" <microsoft.com> wrote: The createdon values are set based on the crm server's timezone. So, if your users are in a different timezone from that of the crm server, that could explain the difference. The actual values stored in the database are in GMT/UTC. Jagan Peri Microsoft Business Solutions CRM This posting is provided "AS IS" with no warranties, and confers no rights. "Frank Lee" wrote: |
| Adding a CRM contact from Outlook toolbar Posted: 29 Sep 2004 01:43 PM PDT That worked! Can I ask why that worked? Thanks Frank! Contact" in |
| Microsoft releases Reporting Services Reporting Pack for MS CRM Posted: 29 Sep 2004 11:20 AM PDT The download is free. But the license basis (although talked about as free) appears to be as a "reporting services trial software" (120 Days) against the information indicated in the FAQ! I am loathed to install anything that will only run on an evaluation basis. Don't suppose you have any information on the full download? The message from Microsoft here is FAR from clear. http://www.microsoft.com/sql/reporting/downloads/default.asp "Matt Parks" <com> wrote in message news:com... wrote: of customer customer?) |
| Posted: 29 Sep 2004 09:27 AM PDT "John O'Donnell" <com-nospam> wrote in message news:phx.gbl... Very possibly, but apparently NOT by posting on the "Microsoft CRM" forum any more than you might expect to find help for it at somewhere like (looks up a random newsgroup) "alt.tv.friends"..... Did it have CRM Sales for Outlook on it? |
| Viewing group calendars in CRM Posted: 29 Sep 2004 07:59 AM PDT The Original CRM don't have this feature. I made this feature. []'s Vinícius Pitta Lima de Araújjo "John" <microsoft.com> escreveu na mensagem news:0b7601c4a634$e2d81a20$gbl... |
| CRM Server components for Outlook Posted: 29 Sep 2004 07:41 AM PDT Make sure that you are logging in as the end-user who has a valid license and role. Good luck! install for says the Office |
| Import/publish customizations programmatically (for picklist updating, e.g.)? Posted: 29 Sep 2004 06:58 AM PDT Chris, As far as I know, there is no support for automating the Export/Import/publish processes. It is a simple matter to programatically edit the XML to include the updated values as you are doing manually. If you wanted to be adventurous, you could try editing the stored XML in the OrganzationUIBase table. Then all that should be needed would be to Publish. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Wed, 29 Sep 2004 13:58:08 -0000, "Chris Rogers" <microsoft.com> wrote: While you can query picklist values with CRMCustomization's RetrievePicklist method, there is no corresponding "setter" method or any other supported way to update those values programmatically. Mainly, I think, this is because picklists are contained in form XSL and thus must be published before taking effect. I can deal with that. I'm still seeking a programmatic solution, unsupported though it may be. The idea actually applies more generally than to just picklists: programmatically publishing customizations. But my immediate need is to periodically -- and automatically -- update picklists in CRM from sources maintained externally. During configuration for our customers we often apply the technique of manually editing (very carefully!) the customizations XML and then importing/publishing that, especially for long picklists and/or those that appear in multiple forms (e.g., state and country picklists to replace the standard text fields). My complete programmatic solution would incorporate this: 1) export customizations, 2) modify the customizations XML, then 3) import/publish those customizations. Obviously, step 3 is the major hurdle. Anyone with an angle on this? Thanks, Chris Rogers Customer Effective, Inc. |
| changing SQL database location Posted: 29 Sep 2004 06:55 AM PDT The steps to "recover" the DB onto the new server are covered in the Disaster reovery section. Once restored, yu will use the Server Management tool in Deployment manager to redirect CRM to the new server. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Wed, 29 Sep 2004 23:58:30 -0700, "Ingrid" <microsoft.com> wrote: Thanks for the answer but I couldn't find anything related to this topic in the implementation guide. Neither the search for "migration" nor "SQL database" or any other words gave me a chapter with the required information. I don't want to migrate, but just move existing SQL 2000 databases of a productive CRM 1.2 environment from one server to another, leaving the CRM on this machine where it had been installed originally. I'm using the implementation guide that it's part of the CRM 1.2 CDs delivered by Microsoft. Do you have any other sources where I might find the required information? Thanks. Ingrid from a single implementation guide. qLanding.aspx message hardware, configuration. be administrator". problem. running? |
| Posted: 29 Sep 2004 06:39 AM PDT Eli, If you are good with Javascript, you should be able to add elements to the page in the window.onload to do this. You will need to dig to determine the correct page to modify though. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Thu, 30 Sep 2004 07:39:06 -0700, Eli <com> wrote: Rob & John, I know how to add menu and submenu to the root level stuff. What I am trying to do is add a toolbar right below the menus. I want to give access to users to certain pages/programs with just a single click, not like in the menu where you click on menu heading and then you click on the menu item. And I want for the web page/program to open in its own screen no in the right-hand frame. Any ideas? Sincerely, Eli "Rob Bakkers" wrote: |
| Posted: 29 Sep 2004 04:13 AM PDT This will NOT remove existing data from the tables. The warning is there because you are updating the picklists and as a result can cause a data problem with existing data. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Thu, 30 Sep 2004 11:50:59 +0200, CianoBer <microsoft.com> wrote: ies, you can reset alla data. launch deployment manager on the server, and on the tree select action - all task - export customization. After launch action - all task - import customization ad select the same file. In the message-box select ies and you clear the data from the tables in your database... Byez Luciano Berlanda On Wed, 29 Sep 2004 04:13:14 -0700, "Ricardo" <microsoft.com> wrote: |
| Posted: 29 Sep 2004 03:45 AM PDT Should be a good starrt. If those steps don't work, post back with more specifics. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Thu, 30 Sep 2004 01:25:04 -0700, "PeteC" <microsoft.com> wrote: Hi Matt, The event viewer was showing a SOAP proxy error which when iI look through the newsgroup looks like a OWA problem so we are going to use the workaround recommended for that. Does that sound right to you ? "Matt Parks" wrote: |
| Posted: 29 Sep 2004 02:25 AM PDT of course you can also disable the memo field by using javascript when loading the aspx file (modifying the aspx file is not supported, but it sometimes is needed). you can then add 2 pick lists, both with the same values, and one memo field. the first picklist will be adding the products to the disabled memofield, the second removing the products. then you do have your selfmade multi select box. Ronald Lemmen Avanade "Rob Bakkers" wrote: |
| How do you setup workflow rules? Posted: 28 Sep 2004 12:53 PM PDT If you have a sales professional license, use the workflow manager. Just select the opportunity object in the object dropdown, chooses sales process in the view dropdown, and choose file->new from the menu. If you have a standard license, you have to do a form customization that sets a close probability field on your opportunity form as the tasks in the process are complete. "Scooter" wrote: |
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