Microsoft CRM - help with customized forms |
- help with customized forms
- Want to use CRM for an internal helpdesk and ISOLATE internal case
- AccountBase Fields
- Removing the shipping address from an invoice
- Confused with SFO Installation
- Ambiguous Today Date
- No Attribute Error
- Looking to purchase CRM for media sales use.
- Delete/Re-name Users
- SFO/Web Client - formatting text fields automatically...
- BizTalk/CommerceServer/MS CRM/...?
- CRM Disaster Recovery
- CRM SFO over VPN - get Error 10061:Connection Refused from Firewal
- Is there really no sensible fix for this crystal issue
- isv.config file
- form scroll bars
- Login required to access Crystal
- 2 MSCRM systems on 1 network
- Confused - Clarify please?
- Automatic Email Generation
- Dates Stored with incorrect Date&Time
- Missing reports in MS CRM
- Can't not access CRM Crytal Report
- Create a view from customers based on a data field from Accounts.
| Posted: 20 Apr 2005 01:05 PM PDT And one more thing should be done: restart IIS. try to run the command of :IISRESET "Support www.MSCRM-ADDONS.COM" wrote: |
| Want to use CRM for an internal helpdesk and ISOLATE internal case Posted: 20 Apr 2005 12:15 PM PDT sorry.... fat fingers... Org level 1 sales IT Customer Support marketing etc etc The IT BU has it's own role (not visible at the org level 1 list) where I limited the access. I'll keep chugging and post what I eventually had to do. Thanks... "Dave Carr (dave- no com" wrote: |
| Posted: 20 Apr 2005 11:21 AM PDT You're not missing anything. Rather than looking in the tables look in the views. You will find the Account view contains all the fields you see in the deployment manager. The Account view is made up of several tables including AccountBase and CustomerAddressBase. Only the first two addresses are shown in this view. You will also find it useful to look in the views for other entities too such as Incident (Case) and Contact. I like it because it joins a lot of things for you so in a contact you can see the AccountIdName for the name of the account and the actual user names of who created and modified stuff. There is a cost to this though. You will be joining table in the background so if you know what you need is just in the table and you want to retrieve a lot of records you should use the table not the view. The views are also interesting in that they are created by the metadata services so don't try changing them. "Prasad" wrote: |
| Removing the shipping address from an invoice Posted: 20 Apr 2005 08:22 AM PDT Now, now JB... First, CRM is not a 'Point of Sale' application, that's the Retail Management software... (Hopefully you weren't the salesperson, just the tech trying to implement... Been there...) While you can't remove these fields from the form, you can create a new tab (I like to call the tab "Useless Fields", and move all of the Shipping fields into a new section on that form. That way, you can at least remove them from the forms people really need to use... HTH, Dave ------------------------------------------------- David L. Carr, President Visionary Software Consulting, Inc. Main #: 971-327-6944 Introducing our newest software product... VAST - an auditing solution for Microsoft CRM 1.2 VAST shows you "Who Did What When" in Microsoft CRM To download our free trial, get more info, or to order, visit http://www.VSCRM.com JB wrote: cannot doesn't completely remove a any business least left thinks |
| Confused with SFO Installation Posted: 20 Apr 2005 01:48 AM PDT Thank you ,Brett meyer, I got it. Where ever the user is, he/she has to logon with the account of "DOMA\UserA". He should not use other account. His/her local accounts should not be used anymore. Thanks "Brett meyer" wrote: |
| Posted: 19 Apr 2005 08:53 PM PDT This is one of my biggest grips with CRM. It stores dates as time/dates. Not only does it do it that way but it stores them in GMT. Some dates should be dates not time/dates such as birthday etc. The system ignores the local users locale setting and uses whatever timezone is set in their profile, click on thier name in the top left corner while they are logged in. The actual time is calculated based on the system clock of the server too. Be very careful if you update dates from SQL as you will be several hours out unless you are working in GMT. Unfortunaly you cannot set the user timezone as an administrator they can only do it themselves. Have a look in the systemuserbase table to see if any of them have changed it and others not. I wrote a script that goes through and sets them all the the right timezone on a nightly basis as this was killing me and thier perseption of data integrity. "Arwin" wrote: |
| Posted: 19 Apr 2005 03:32 PM PDT John, Thank you for the reply. I double checked the fields to make sure there were no remaining constraints. The only one I found was for the owner field which is system controlled. I restarted the Workflow service with no luck, but rebooting the machine fixed the issue. Maybe i only needed to restart iis? Anyway, the import works now, thanks again for your reply. JeffW "John O'Donnell" wrote: |
| Looking to purchase CRM for media sales use. Posted: 19 Apr 2005 01:55 PM PDT "Judi" <microsoft.com> wrote in message news:com... Definitely with investigating further. 1500 contacts is not many and MSCRM has many ways of making this more manageable. Yes, MSCRM is heavily customisable. At Vigence have spent a lot of time getting CRM to work for sales teams and to enable salespeople to be proactive and to reduce the number of clicks to make it easier to use. |
| Posted: 19 Apr 2005 11:09 AM PDT Thank you for the speedy reply Christian, I have found on this site how to remove the license from the disabled user. Thanks for your advice on that one. It would seem easier to be able to delete a user but, Oh well! So be it. In regards to point #1: I am not quite sure what you mean. for instance I have an AD user named rjend that never uses MSCRM and a user named ians that I want to give the license to. Will ians have to login as rjend? If this is the case, I should just disable rjend, reclaim the license and create a new user. thanks for your help. Liam "Support www.MSCRM-ADDONS.COM" wrote: |
| SFO/Web Client - formatting text fields automatically... Posted: 19 Apr 2005 10:57 AM PDT I was directed by MS CRM support to write suggestions here. ? "Brandon" wrote: |
| BizTalk/CommerceServer/MS CRM/...? Posted: 19 Apr 2005 08:41 AM PDT Thanks! I'm gonna take a look overthere :-) They are using SunSystems for the financial aspect. Pieter "Jake Horn" <com> wrote in message news:%phx.gbl... be CRM, would integrate can |
| Posted: 19 Apr 2005 07:55 AM PDT Scott, While not solely for data recovery, CRM customers are finding solace in the peace of mind that comes from auditing all CRM transactions in a seperate SQL database. Our VAST CRM add-on application tracks all changes (by trapping post-callout events), and writing the current state of each record into 'shadow' tables in our VAST database. While we don't have any automated disaster recovery functions (yet), as soon as you install VAST, you will have the latest version of all CRM records in another SQL database. If a true, no backup exists disaster occurs, VAST will at least give you a chance of recovering your critical customer information. For more information, please see http://www.vscrm.com Thanks, Dave ------------------------------------------------- David L. Carr, President Visionary Software Consulting, Inc. Main #: 971-327-6944 Introducing our newest software product... VAST - an auditing solution for Microsoft CRM 1.2 VAST shows you "Who Did What When" in Microsoft CRM To download our free trial, get more info, or to order, visit http://www.VSCRM.com |
| CRM SFO over VPN - get Error 10061:Connection Refused from Firewal Posted: 19 Apr 2005 06:35 AM PDT er, I am the tech guy! I understand that it's going to be a restriction on the firewall somewhere, as the error is coming from the ISA firewall. I guess my question is really - what is CRM Sales for Outlook doing to want to go to the firewall - ie: are there any additional ports that need to be open? I don't really understand why it would work okay in the office, but not over VPN? "Nathan Warner" wrote: |
| Is there really no sensible fix for this crystal issue Posted: 19 Apr 2005 01:37 AM PDT Chertzy - Laura's right, but in my experience, uninstalling / reinstalling shouldn't take more than a couple of hours, (leave the databases on the server and then just re-connect with them during the reinstallation. - I've spent much more time than that trying to untangle the mess on a test server that got crystal installed accidentally. - Scott. "Laura" <microsoft.com> wrote in message news:com... |
| Posted: 18 Apr 2005 08:34 PM PDT Hi Brett, Thanks for the post. The information provided so far is very good. There is a KnowledgeBase article called Customizations do not propagate to the Microsoft CRM Sales for Outlook Client (861612) that discusses this problem. If you are interested in more on this subject you might try your post in the Dev newsgroup. Kind regards, Mike Christl This posting is provided "AS IS" with no warranties, and confers no rights. You assume all risk for your use. © 2005 Microsoft Corporation. All rights reserved. |
| Posted: 18 Apr 2005 07:59 PM PDT Hi Brett, Thanks for the post. As John stated, this is a known issue with Microsoft CRM 1.2. Kind regards, Mike Christl This posting is provided "AS IS" with no warranties, and confers no rights. You assume all risk for your use. © 2005 Microsoft Corporation. All rights reserved. |
| Login required to access Crystal Posted: 18 Apr 2005 04:27 PM PDT Rex - Thanks for the tip. It worked like a charm. We're still small enough that it's quicker to change each computer myself, rather than the registry bit -- but will keep it in mind for future deployments. Kevin <com> wrote in message news:googlegroups.com... |
| Posted: 18 Apr 2005 03:36 PM PDT There is 1 gotcha though: the Exchange router only handles inbound email for a single implementation. If you are going to be using the SFO client for both installs, then I would keep the DB's seperate. If you are isntalling different versions, then you need to abide by all the licensing constraints of the EULA. This would typically mean you need seperate licenses. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Mon, 18 Apr 2005 21:52:02 -0700, "Amer" <microsoft.com> wrote: Thanks for the answer - Is it as simple as that? What about the other servers - do you need seperate SQL server or seperate MSCRM server licenses for the 2nd deployment? Do you know if this scenario of 2 deployment has been written up in any tech bulletins or faqs etc. Thanks. "John O'Donnell" wrote: |
| Posted: 18 Apr 2005 02:39 PM PDT My current set up is just the single server, 1 workstation, and 1 Cisco 837 router controlling my internet gateway. Since nothing is in production and I have no confidential data stored on anything connected to this network I have left the router wide open while troubleshoting. I even tried completely disabling the integrated windows firewall, pop-up blocker, and opened up the internet options security settings to allow everything. I have also discovered some KDC errors in my logs that appeared after the second time I removed and reinstalled SQL and CRM. The errors say I have duplicate accounts. Neither a visual nor an LDIF utility search turn up any duplicate user or computer accounts. I have now reintialized my drives and am starting from scratch. Maybe I'll try not installing service pack 1 this time. I'm hesitant to do that though because I'm afraid it will leave me vulnerable when i do go into production. I'll have to install the client side patches anyway since my workstations have XP SP2. Laura "JGary Penner" wrote: |
| Posted: 18 Apr 2005 06:48 AM PDT On the CRM server open Workflow Manager. The email you mentioned is triggered by a won opportunity. Select Opportunity from the dropdown to view the workflow rules. Right-click the appropriate rule and deactivate it so you can edit it. Then double-click it to open it and locate the line in the rule that sends the email. Double-click the line to view the email. Deselect the template that the email is sending and, in the recipients portion, select the appropriate CRM users that you want to receive the email. In the body of the email, you can type this text: An opportunity has been won from &opportunity.customeridname; with an estimated revenue of &opportunity.estimatedvalue; This will put the data into the email and let you send it to your co-workers instead of your customers! Matt Wittemann http://icu-mscrm.blogspot.com "David P. Bowler" wrote: |
| Dates Stored with incorrect Date&Time Posted: 18 Apr 2005 06:41 AM PDT Just in case you weren't sure on how to change the date settings, the easiest way is to click on the home page and click on the users name at the top left of screen and adjust via date time settings. "Matt Parks" wrote: |
| Posted: 18 Apr 2005 01:11 AM PDT Oke, thanks John. If you could let me know if the problem is in the Dutch build of CRM, I'll be able to explain it to my employes. If the Dutch build is correct, I will scratch the back of my head and have to think about another solution. Thanks anyway! "John O'Donnell" wrote: |
| Can't not access CRM Crytal Report Posted: 17 Apr 2005 07:46 PM PDT Thx for your suggestion. My domain controller is using the same server (Windows Server 2003) Regards, Arwin "John O'Donnell" <com-nospam> wrote in message news:%phx.gbl... contact your domain to new an |
| Create a view from customers based on a data field from Accounts. Posted: 15 Apr 2005 02:07 PM PDT Eric, There are a couple of other options within the core product. 1) Create the same field on the Contact, placing the same values in the picklist. If you create contacts from the account (Actions | Add Related | Contact), then you can add to the mapping definitions in Deployment Manager, and map the Account Rel Type to your custom RelType field. (Not much work, and you'll probably get an 80-90% solution from it.) (And you don't need to show the Contact Rel Type field on the form, yet still have the mappins work.) 2) You could write a Windows service (ASPX page, using the API/SDK) that went through all accounts and updated all contacts whose Rel Type didn't match the parent account's reltype. 3) As RelType is a picklist, you could write a JavaScript script for the OnChange event. I'm not a Javascript expert, but I do know you have that data available. You should be able to write out the new Rel Type value and the Account GUID out to a custom database and table. Then a DB trigger or Windows service monitor could that table, and create an ASPX page that updates all of the contacts with this Parent Account GUID to the new RelType. 4) In CRM 2.0, you should be able to create this type of view. (Advanced Find will allos queries from multiple tables, and you can save them. Not quite the same as views, but it might be close enough.) So, I guess if I were you, I'd do the mapping idea suggestsed in #1, and start to try and write an ASPX page to update Contacts using the API. (If you're good with SQL, it would be trivial to write a stored procedure that returned the contacts that needed updating as the source of data to this ASPX page.) HTH, Dave ------------------------------------------------- David L. Carr, President Visionary Software Consulting, Inc. Main #: 971-327-6944 Introducing our newest software product... VAST - an auditing solution for Microsoft CRM 1.2 VAST shows you "Who Did What When" in Microsoft CRM To download our free trial, get more info, or to order, visit http://www.VSCRM.com |
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