Microsoft CRM - Resolving Cases |
- Resolving Cases
- i cant use the sales for outlook for more than one user
- Crystal Report Enhancement in CRM
- Sales STD Licence
- Deployment error - PopulateStringMap
- Customized app with CRM for POCKET PC???
- CRM SF Outlook: Succesful Install, cannot access though
- Case notification for outside techs
- about the contacts from the outlook
- Having trouble with SFO offline
- Creating a new object
- What is the proper way to handle internally generated support cases?
- Newbie with a couple of quick questions
- Moving Database (again)
- Is there a way to capture a mailmerge document as an activity
- Removing fields
- Opportunity status change rule not working
| Posted: 22 Dec 2004 03:47 AM PST Hi Cathy, You can do this in Form Customization for Case. Click "Change Properties" for the Status Reason Field, then go to the Values tab. In here select Status "Resolved" and you'll see Problem Solved in the list. You can add extra values here. Hope this helps, Richie "Cathy" wrote: |
| i cant use the sales for outlook for more than one user Posted: 22 Dec 2004 01:27 AM PST Not supported with the current version. If this is a 'major' issue, today the only workaround is to use Virtual PC - when a user logs on to a system they open up their own unique environment in Virual PC. Guy. "elamir" <microsoft.com> wrote in message news:com... |
| Crystal Report Enhancement in CRM Posted: 21 Dec 2004 08:21 PM PST thanks for the info "John O'Donnell" wrote: |
| Posted: 21 Dec 2004 02:31 PM PST No mention of suite anywhere in the licence string "John O'Donnell" <com-nospam> wrote in message news:OG4nOv%phx.gbl... |
| Deployment error - PopulateStringMap Posted: 21 Dec 2004 01:01 PM PST This was what I thougt too, but the language on development server and production server is the same. Furthermore, the problem occurs on the development server, when I try to publish my customization from the deployment manager. I have just tried to export/import the development environment into itself and the problem still remains the same. the XML looks fine, but there are errors during the import and the stringmap table still does not contain the correct values. Freek "Mike R" wrote: |
| Customized app with CRM for POCKET PC??? Posted: 21 Dec 2004 11:39 AM PST It is highly unlikely that the CRM dlls will work on a pocketpc platform. Remember that the pocketpc .net environment is called the compact framework meaning a lot of the functionality of the full blown .net framework is missing. Your best option in my opinion would to write a service that sits on the CRM web server. This service will act as the layer between requests from the pocketpc device and crm. For example that pocket pc could issue a web service call to your new web service that says give me an xml file containing all crm contacts i have access to the web service then calls into the crm platform layer using the crm sdk then returns the data back to the pocket pc which can then process and display the data. -- John O'Donnell Microsoft CRM MVP http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx "Mike R" <freeserve.co.uk> wrote in message news:cqa9p9$igk$1$demon.co.uk... |
| CRM SF Outlook: Succesful Install, cannot access though Posted: 21 Dec 2004 08:19 AM PST First...review your install documentation to verify you have everything properly configured. If... you have a properly installed and configured CRM server, Exchange server, CRM email router, Outlook and Sales for Outlook client... Then...open Outlook, find the Microsoft CRM folder in the left-pane folder tree, click on it or expand it and click on a subfolder. Also, you could click on the Shortcuts button (looks like a white box with a black arrow in it) in the bottom left part of Outlook and click on a CRM shortcut. Hope this helps. Daryl Hulten "Gautam Sachdev" wrote: |
| Case notification for outside techs Posted: 21 Dec 2004 07:15 AM PST I'm not aware of a single Workflow Manager/Monitor that is available with standard edition ... Workflow Manager and Workflow Monitor are programs that may be found on the CRM Server and believe should only run if you are licensed for Professional edition. There is one event (OnChange) that can be configured using JScript for picklist fields so that when a picklist value changes a value in another field may be set. Linda "SharedCal" wrote: |
| about the contacts from the outlook Posted: 21 Dec 2004 04:55 AM PST thanx very much "MattNC" wrote: |
| Having trouble with SFO offline Posted: 20 Dec 2004 03:41 PM PST There is an unsupported way to modify this directly in the database. Edit the SystemUserBase table and change the login field to be domain\username. This shouldn't affect anything else in the system. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Tue, 21 Dec 2004 12:09:47 +0100, "Jack Nielsen" <dk (Fjern nospam)> wrote: He has a sales role with a bit more rights, but we've used the FQDN for logon.What can we do to correct this ? "John O'Donnell" <com-nospam> skrev i en meddelelse news:%23Xjk%phx.gbl... interface...i with leads it |
| Posted: 20 Dec 2004 02:25 PM PST Do you have a backup of the ISV.Config file? Odds are that there was a change made to it that broke the "well-formed" XML in the file. When this happens, the app throws all kinds of weird errors. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Tue, 21 Dec 2004 10:40:01 -0500, "Ovaty2003" <com> wrote: Thanks for the first part, but i still can't find a solution to the second half of the problem. The isv.config in my wwwroot\_Resources is the only one on the server. I get the following error whenever I set the flag to "On": ------------------------------------------ Error Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Error Details: Not Applicable Error Number: Not Applicable Source File: Line Number: Date: 12-21-2004 Time: 10:34:49 AM Type: Application Error (1) Server: ***** Query String: /stage.aspxpage=Home&area=nav_home ----------------------------------------- Exception Details: System.NullReferenceException: Object reference not set to an instance of an object. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [NullReferenceException: Object reference not set to an instance of an object.] Microsoft.Crm.Application.Controls.AppCustomizatio n.CustomizeGotoArea(Page currentPage, Menu menu, String areaNode) +115 Microsoft.Crm.Application.Menus.AppGlobalMenuBar.B uildGotoMenu() +1160 Microsoft.Crm.Application.Menus.AppGlobalMenuBar.E xecute() +239 Microsoft.Crm.Web.Stage.ConfigureMenus() +104 Microsoft.Crm.Application.Controls.AppPage.OnLoad( EventArgs e) +142 System.Web.UI.Control.LoadRecursive() +35 System.Web.UI.Page.ProcessRequestMain() +750 ------------------------------------- I would assume that the Null exception is being thrown due to the isv not being able to be accessed for some reason, but I'm not sure how to go about finding where it's looking for the file. |
| What is the proper way to handle internally generated support cases? Posted: 20 Dec 2004 01:40 PM PST Bill, I agree with many of your points, but I also disagree about a few. In many ways, some of the things the CMR team has done with integration (like the Information Bridge Framework hook) are cutting edge. The overall SFO integration (even with it's issues) is way beyond what can be done with a lot of other products. But, being brutally honest, they did drop the ball in a few areas like you mentioned (and a few more I might add). I think a big part of the problem is the overall size of the MS Org. I know people who work in a 30 person company that don't know what a co-worker is working on. Now magnify that by a few thousand and the propensity for dates to slip. From what I've heard, they are making strides to get more integrated with the other product teams, but it is not a straight forward effort. They still need to make delivery dates and they often need to be pragmatic in how they set those dates and feature sets. We may not agree with those decisions in hind-sight, but when they were made, there is a good chance that we might have made the same choice. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Tue, 21 Dec 2004 08:52:58 -0500, "Bill Walter" <com> wrote: Jason, Thanks for your input. I am at least glad that I was not overlooking some simple way of doing this. You comment about the product not being designed to handle this situation seems to reflect a lot of what is currently in the package. I could not believe that the original release would not run if .NET 1.1 was added to the system even though 1.0 and 1.1 were suppose to run side by side, and then it took almost a year before they could run on Windows 2003. It seems like the CRM team is completely unaware of what is going on around them at Microsoft and are fairly primitive in terms of modernization like integration with Office and other productivity tools. Email originated in the package is limited to simple text sort of like the messages you could send 40 years ago using a ASR33 teletype machine. Bill Walter "Jason Hunt [INVOKE]" <invokesystems.com> wrote in message news:phx.gbl... |
| Newbie with a couple of quick questions Posted: 20 Dec 2004 12:49 PM PST One more note about field sizes .... it's SQL that controls that. And, if you will be using Sales For Outlook Offline (and so synchronizing MSCRM data) SQL Merge Replication is used. This has a direct effect on your limits. Synch will not work if any field that is part of SFO (doesn't apply to cases but does to contacts and accounts) and the size is >6000 bytes (vs. 8000 bytes without using merge replication); also there is a column limit of 246 (vs 1024 without using merge replication). Lindad "DonE" wrote: |
| Posted: 20 Dec 2004 08:11 AM PST Thanks for the reply. Matt Luckily i have some free support from M$ so im going to speak to them. The backups we have do not include the system state and the sql backups do not have the transaction logs. unsure if this is important? I have been following intenetly the technet disater recoevery instructions but they are extraordinarily unclear as to what order i shoudl restore things. i cant find any instructions on how to restore the replication pubs. I have restored the sql databases with no problem but when i used the deployment manager to to point crm at the restired dbs i get an error 'cannot connect to sql server' . no other errors. hopefully ms can help when they call back but if you have any ideas id be glad to hear them :D |
| Is there a way to capture a mailmerge document as an activity Posted: 20 Dec 2004 07:59 AM PST Thanks, But thios functionality is in even the most basic CRM tools, and has been in products such as ACT and Superoffice for at least 10 years, this is a major stumbling block, hence the appeal to see if anyone had come across a similar issue and had found a way to resolve it. Any development advice or even third party product advice would be welcome if can do this bit of functionality. Cheers, Roland. "John O'Donnell" wrote: |
| Posted: 20 Dec 2004 05:19 AM PST Thanks for your answer bit it is not what i'm searching for. I want to remove a field from the screen, but I don't want to remove the attribute. For instance the field freight terms in a quote we do not use so I want to remove it from the screen. I did it with a lot of fields but this field I cannot remove. Maybe you also know the answer on this question. "Jürgen Beck" wrote: |
| Opportunity status change rule not working Posted: 17 Dec 2004 03:21 PM PST Well, one possibility is due to the fact that you can't add activities to a closed Opportunity. In this case, the workflow is firing (or should be firing) after the Opportunity has been changed to "Won". As a result, you can't add an email activity to the Opportunity. I would have expected something to show in Workflow Manager though to indicate that the rule at least tried to run. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Tue, 21 Dec 2004 10:49:11 -0800, DDT <com(nospam)> wrote: When Opportunity Status is Changed if Opportunity.statecode = Won then Email to: ..... end if I have checked the Workflow Monitor- no it's not firing. I didn't see any errors in the event log- is there anything specific I should be looking for?Any other ideas? "Matt Parks" wrote: |
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