Microsoft CRM - Evaluation |
- Evaluation
- poject based access in CRM ?
- CRM developer
- Is it wrong is SDK post-callout Tutorial?
- Differences between Outlook and Web Sales?
- Post Installation problems
- MSCRM 2005 - Active Directory...
- how to find the last modified user?
- Problems with exchange - mails incomplete
- Some people can't promote from sent items
- Realistic Data Migration Costs
- Activities of the week on homepage
- SFO client install error
- schema field definition
- Different Contact forms in the one deployment
- Create new Letter templates
- Change Cascade Behavior for Assign/Share in CRM2.0 - Your input ne
- Formatting phone numbers in CRM via background service
- SFO Installation Error
- PostUpdate. How to get old-value?
- Required rights to view all account
- Sync Issues with Sales for Outlook Client
Posted: 05 Feb 2005 11:17 AM PST There are several possibilities. Some of the partner websites including www.bullseye.com.au have environments running where you can try out MS CRM. If you get the Action Pack, in there there will be CDs for Ms CRM and all the required stack software. Then all you need to do is find the hardware, install everything and you're ready. If you contact a Ms CRm partner, they will likely do a demo for you. Where are you based? If you are Australia based, please contact me directly on com.au and I'll try to help further. Hope that this helps Gill "Trainer-Mac" wrote: |
Posted: 04 Feb 2005 07:01 PM PST Simon, Sharing records to a team is a manual process. So the creator of the record needs to explicitly share it with a specific team. This is why I felt the admin might become pretty intesive over time (you can't delete teams, so the list will get pretty big). I don't remember seeing any stock reports that bring teams into the reports, but you could probably develop some custom reports to get what you need. You'd also probably want to consider some custom forms to allow filtering by team. All in all, this seems like a square peg round hole type of thing. There are products out there that have more of a project focus that you might want to look into. I Know you can do things with Sharepoint like porject workspaces that allow you to store documents and contact lists that are roject specific. You can grant users access to multiple projects and they basically log into a specific project to work in. This is probably a better starting point for what you want. I guess it really depends on what your specific reqs are and then you need to evaluate which products best fit your needs and which can be customized most cost effectivlely to fit the gaps in the features. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Sat, 5 Feb 2005 16:44:40 +1100, "Simon" <net> wrote: Well, that was pretty dissapointing. Anways, i liked your suggestion, - using TEAMS. But this may not work. Cuz consider for example a user "A" belongs to two teams "1" & "2". Now when he logs in, & creats a record (esp an Account), then what Team will this record belong to. I need to be able to completely seperate all the data into projects. So when reporting too, i could specify the projects (or in your case the Team). Then again, am i missing something, will ur suggestion overcome the above? Thanx. "Matt Parks" <com> wrote in message news:com... heard into pretty source applies UN-Shared |
Posted: 04 Feb 2005 12:08 PM PST Hi Joe, We are a Microsoft Certified Business Solutions CRM partner with good experience in this area. Please contact me directly at 650.504.4640 (cell) or com best regards Sundar Nathan Business Development Khaga Technologies 650.504.4640 (cell) |
Is it wrong is SDK post-callout Tutorial? Posted: 04 Feb 2005 10:09 AM PST I should be awarded the Nobel Prize, shouldn't I ? "Matt Parks" wrote: |
Differences between Outlook and Web Sales? Posted: 04 Feb 2005 09:13 AM PST Key differences: SFO has: - ability to go offline with the data - Mail Merge features with Word - Only supported integration for Tasks, Appts, Contacts into Outlook/Exchange Web client has: - Service module - Admin functions - Reports Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Fri, 4 Feb 2005 09:13:06 -0800, "Simon" <microsoft.com> wrote: Has anyone compiled an analysis that shows the functionality differences between the Outlook and Web client versions of MS CRM? i.e. what's available in one but not in the other? |
Posted: 04 Feb 2005 12:13 AM PST Hmmm. Dunno then. :( "Greggo" wrote: |
MSCRM 2005 - Active Directory... Posted: 03 Feb 2005 08:13 PM PST I haven't heard the same. But I could be wrong, it's happened once or twice before :-) I do know the security reqs are being reduced quite a bit so you won't need a Domain Admin for install and stuff like that. So a lot of the pains experienced today will be going away. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Fri, 4 Feb 2005 12:08:49 -0600, "Jake Horn" <com> wrote: You sure about this Matt? I heard a long time ago that ADAM and less stack dependence would be a part of the next release. If the stack dependence does not change, I will be somewhat dissappointed. "Matt Parks" <com> wrote in message news:com... |
how to find the last modified user? Posted: 03 Feb 2005 05:26 PM PST Once you've pulled up the record, if you go to File..Properties, it shows the user that last modifired the record. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Fri, 4 Feb 2005 12:26:09 +1100, "Simon" <net> wrote: Is it possible in CRM to determine who last modified/altered a particular record (of any entity)? Esp, who last modified the details of a particular contact? Thanx |
Problems with exchange - mails incomplete Posted: 03 Feb 2005 09:58 AM PST Hi Jakob I already looked in Registry Editor of the crm server and I only notice this repeat value exwebsite = /LM/W3SVC/1 website = /LM/W3SVC/1 Could this be the reason ? I haven't looked in Registry Editor of exchange because the Server Administrator isn't in the office but tomorrow I will look and let you know ... I really appreciate your help i haven't found someone who look this problem before ... Tnks !! "Jakob Benediktson" wrote: |
Some people can't promote from sent items Posted: 03 Feb 2005 09:47 AM PST I thought the same thing. He can promote inbound no problem. Testing on my machine works fine no matter how the email is sent: internet address, contact, whatever. "Gill" wrote: |
Realistic Data Migration Costs Posted: 03 Feb 2005 05:40 AM PST Thank you all very much. Those were my thoughts but really needed to check this. And no Matt, there was no data cleansing involved. The company who quoted me this is an MSCRM Certified Partner. Thank you to each of you for your comments and feedback - really appreciated. |
Activities of the week on homepage Posted: 03 Feb 2005 03:29 AM PST Hello! Why don't you try our Add-On GroupCalendar. With this Add-On you ar able to see the activies of -) a DAY -) a Week -) a Month You also can choose which type of activity you want to see and there are some more thing you can configure!! Go To www.mscmr-addons.com and download a trial-version! -- Christian com www.mscrm-addons.com Your company for MS-CRM ADD-ONS! GroupCalendar for MSCRM Related Documents for MSCRM WordMailMerge for MSCRM "John O'Donnell" <com-nospam> schrieb im Newsbeitrag news:phx.gbl... |
Posted: 02 Feb 2005 10:51 PM PST having the same error, and I have followed everything that I have found searching through the forum. Get the error when it is "creating and configuring databases" "Nathan Warner" wrote: |
Posted: 02 Feb 2005 08:55 PM PST Hi, I can't find the definition in the sdk. Can you tell me more information regarding the definition in the SDK? I use the MS CRM version 1.2 SDK. Thank you "John O'Donnell" wrote: |
Different Contact forms in the one deployment Posted: 02 Feb 2005 05:49 PM PST Point taken Matt about the learning, but you, Jake and a few others still do a brilliant job - thank you! |
Posted: 02 Feb 2005 04:17 PM PST No. Do you have any advice. Thank-you Julie "Anon" wrote: |
Change Cascade Behavior for Assign/Share in CRM2.0 - Your input ne Posted: 02 Feb 2005 11:55 AM PST I can't see why you can't have the best of both worlds here? Territory reassignment/realignment is a big feature in most other systems and you need the be able to do it on a record and mass level. First off, warn the user of what they are about to do. Many users reassign an account and don't even think about the implications. Second, enable an organization to assign a generic reassignment rule, perhaps that is part of the warning, for company A who choses for only the accounts and contacts to cascade, then it would warn. "You are about to reassign this record and the following other associated record types: List out cascade rule. Are you sure? "Yes" "No"" Then you will need a mass reassign area for administrators where you can get more granular, Choose the accounts based on filter then specify the cascade rule perhaps. "Matt Parks" <com> wrote in message news:com... |
Formatting phone numbers in CRM via background service Posted: 02 Feb 2005 08:45 AM PST Yeah. The CRMQuery calls can be fairly slow. The query first needs to be validated against the metadata. And returning a lot of data can make it appear slower as well since it needs to wrap the data into XML. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Thu, 3 Feb 2005 11:43:03 -0800, "Jeff L." <microsoft.com> wrote: "Unsupported" typically scares the boss, so I guess I'll stick with the SDK for updates. I have everything written and I'm preparing to run the program in our test environment. Pulling the data straight from SQL made an unbelieveable difference (not really surprised though). "Matt Parks" wrote: |
Posted: 02 Feb 2005 05:57 AM PST I had check through the list that "Razorback" had put together (twice) and still get this. In addition, it fails specifically "creating and configuring databases". I have also tried deleting the SQL directory that it creates on the pc and tried again. But still the same. "Peter Lynch" wrote: |
PostUpdate. How to get old-value? Posted: 02 Feb 2005 05:15 AM PST I agree. Many auditing reqs require both the old and the new value. This helps to identify a "lost" audit record or whether or not a record may havebeen modified directly in the DB. In addition, there are some business logic cases in a post-callout that would require both values. For instance, changing the Relationship Type of an account from Prospect to Customer may dictate a process, but changing it from "Gold Customer" back to Customer would not dictate that same process. The only way to make this determiniation is to have the old value. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Wed, 2 Feb 2005 23:19:31 -0600, "John O'Donnell" <com-nospam> wrote: one scenario would be auditing...you might want to say field x was changed from value1 to value2 |
Required rights to view all account Posted: 02 Feb 2005 04:36 AM PST thanks, I'll try those tips. |
Sync Issues with Sales for Outlook Client Posted: 01 Feb 2005 10:05 PM PST Only 1 crm user can synchronize per computer, right? If a different user signs onto the machine and tries to synch, doesn't the MSDE database only have the offline data for the first crm user? "JawKnee" <microsoft.com> wrote in message news:com... application. think installed trouble see we encounted |
You are subscribed to email updates from TextNData Forums - Microsoft CRM To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
Google Inc., 20 West Kinzie, Chicago IL USA 60610 |