Microsoft CRM - MSCRM 1.2 Installed over companyweb |
- MSCRM 1.2 Installed over companyweb
- 1.2 to 3.0
- About AVAYA IP Office MSCRM Integration's problem.
- Phone calls @ workplace Calendar
- AutoNumber Problems
- Phase Change
- Setup Error on Win 2003
- BU and Role updates impacting system availability
- Notes integration between Accounts & Opportunities
- How to disable export data to Excel ?
- How to remove the space between the phone number?
- Workflows being duplicated
- topic?
- Description?
- CRM - Trial...
- Microsoft CRM Beginner
- OnChange event failing
- Importing Sales Literature
- Changing Fiscal Year Settings
- More flexible License manager
- Unable to logon into Crystallogon.csp
- CRM 1.2 and SP4 on SQL 2000
- CRM Search in KB Manager
- CRM AdminTool
- Installing MS CRM for Outlook
| MSCRM 1.2 Installed over companyweb Posted: 20 Jul 2005 02:59 PM PDT Thanks so much! They are not using Sharepoint, but will be in the future so back up is not an issue. Do you know of a good place to get the sharepoint restore information and hacks to install on a different port? "Peter Bertell" wrote: |
| Posted: 20 Jul 2005 08:07 AM PDT You are correct Pete. We ran into this between 1.0 and 1.2. P "Pete C" wrote: |
| About AVAYA IP Office MSCRM Integration's problem. Posted: 20 Jul 2005 04:56 AM PDT I've got a "stupid question" along the lines of CRM Telephony... Is there any vendor that has created a simple screen pop or auto-dialer app for CRM that works with POTS? In other words, without having an expensive switch? Does anybody have anything that works with a Vonage VOIP system? Thanks, Dave |
| Phone calls @ workplace Calendar Posted: 20 Jul 2005 04:22 AM PDT The GroupCalendar is an web application. So as long as you are online with the SFO you can use the GroupCalendar also out of the Outlook. Do you meant this with integration? -- ___________________________________ com www.mscrm-addons.com Your company for MS-CRM ADD-ONS! GroupCalendar for MSCRM Related Doents for MSCRM WordMailMerge for MSCRM "Venkat Bendalam" <microsoft.com> schrieb im Newsbeitrag news:com... |
| Posted: 20 Jul 2005 12:38 AM PDT Thanks John, I'll try to check. Maybe there is another reason. Not because of the online-offline problem. Anyway, thank you very much. Goldenshine "John O'Donnell" wrote: |
| Posted: 19 Jul 2005 05:54 PM PDT Hi Thx to all, well, first the language is spanish ans second this las option works, I'm beginning in this, still learning, I created a new rule and through this the pick list was filled, really thx a lot for your help. "Dave Carr (dave- no com" wrote: |
| Posted: 19 Jul 2005 04:56 PM PDT Thanks John. I followed the suggestions, but is still failing. :( One observation, I running DNS, SQL, IIS and CRM all in one single server (a virtual one). I dont think this is cause since I tried on Windows 2000 and succeed, but I thought it would be worth to mention it. Digging in the event viewer I found this message, could be related? The root server reported an error Initialization Failure. (Reason: Unable to connect to the database using the provided connection string. Reason: [Microsoft][ODBC SQL Server Driver][SQL Server]Cannot open database requested in login 'Company_CRMCRYSTAL'. Login fails.). I don't have any 'Company_CRMCRYSTAL' database in my SQL Server. I suppose CRM setup should install it, but why is not doing it? Cheers! Amando "John O'Donnell" wrote: |
| BU and Role updates impacting system availability Posted: 19 Jul 2005 09:10 AM PDT Actually John, The security update patch will slow down the updates! (Which is a good thing.) What it appears to do is put a "governor" on the update process so that it will not take more than 25% of the CPU. It still is quite a drain on resources, but at least it won't completely shut your server down... (My client was the one who unfortunately first discovered this bug, was shut down for two days because of a relatively minor role change, and inspired this patch.) Anybody who is using 1.2 should be using this patch, so that you can somewhat insulate yourselves from the effects of role changes... And always do them on Friday afternoon! HTH, Dave ------------------------------------------------- David L. Carr, President Visionary Software Consulting, Inc. Main #: 971-327-6944 To download a fully functional trial version of VAST, (Visionary Audit System Tools for Microsoft CRM), that works against the Adventure Works Cycle database, visit http://www.vscrm.com/trial.htm |
| Notes integration between Accounts & Opportunities Posted: 19 Jul 2005 06:40 AM PDT Customer effective offers similar product for free. You can download, it's free. http://www.customereffective.com/interior.asp?navigationid=1002&parentid=3&sitecont entid=0&productid=2 Venkat "Mikkhail" wrote: |
| How to disable export data to Excel ? Posted: 19 Jul 2005 06:39 AM PDT I read some where that version 3.0 is coming up with this feature. I advice you wait instead of tweaking app and losing support. Venkat. "John O'Donnell" wrote: |
| How to remove the space between the phone number? Posted: 19 Jul 2005 06:01 AM PDT Well, I have sort it out, just simply replace all the ' ' to '' in Sql Server. Done. "CEO" wrote: |
| Posted: 19 Jul 2005 02:24 AM PDT Hi, I think i could have miss-typed something there in the previous conversation, The Duplicates where found in the Workflow export, Not Workflow manager, Else i would have disabled them. Many thanks for your help, Jefferson "Bouffont" wrote: |
| Posted: 18 Jul 2005 02:41 PM PDT its up to you linda it could contain either. Typically its used as a one line text entry to describe the lead or opportunity. If you look at a list of leads you should be able to tell the content of the lead etc by looking at these entries. there are no rules that say you must enter x. Just what makes sense in your organization -- John O'Donnell Microsoft CRM MVP http://www.mscrmfaq.us "Linda" <com> wrote in message news:com... |
| Posted: 18 Jul 2005 02:40 PM PDT I agree with you John. Part of our internal CRM training is to advise new users what 'we' use the description field for which for us is almost like an 'alert' message. For e.g. the description field for 'Contacts' might be 'There is another Joe Bloggs at ACME' or 'see notes for detailed profile of this contact' etc. It is quick and easy to put an activity into the description field but that's exactly what activities is for. Would be nice though if CRM version 3 had some sort of 'flag' to advise the user that there is a note attached so go read that first. Sue "John O'Donnell" wrote: |
| Posted: 18 Jul 2005 01:48 PM PDT Contact your local MBS Reseller. go to www.microsoft.com/mbs for more information -- John O'Donnell Microsoft CRM MVP http://www.mscrmfaq.us "Richard Oliveira Bento" <com> wrote in message news:phx.gbl... Good... my colleagues, where I could find or buy the MSCRM... e which would be the cost of it? Very Obliged. "Ronald Lemmen" <RonaldL@-REMOVETHIS-avanade.com> escreveu na mensagem news:com... Hi Richard, I do not understand Spanish, just like Matt. But when looking at your text I do recognize these words: ... link .... version trial .. crm.. If you are searching for a link where to download a trial version of MSCRM, then I will have to disappoint you. There is no such thing as a trial version for MSCRM. Instead, there is a download available for MSDN users which will have a sample database. This application you can use for testing purposes. Hope this helps, Ronald Lemmen Avanade Netherlands "Matt Parks" wrote: |
| Posted: 18 Jul 2005 12:27 PM PDT Don't be fooled without a lot of tweaking and addition of several 3rd party products CRM was basiclly useless. We went with CRM over 2 years ago because we have been using MS products for several years but we have be very disappointed with its "out of the box" function. My biggest problem when we were looking to change our customer tracking program was i could not get a straight answer from anyone at MS about what it could and would not do. If you would like to question me about it email me at com . I love microsoft product and am holding my breath for the update on MSCRM(in october, november,december or whenerver) We currently are using addon products from c360.com to make the program usable. Antony "Rafael Nascimento" wrote: |
| Posted: 18 Jul 2005 11:57 AM PDT Hi James, I think you just need to add the following line: crmForm.closeprobability.returnValue = i; This line updates the value in the database, while the one you used only updates the form (as far as I remember). You need both lines. The line stating *.click() in John's posting simulates a mouse click on the field. In some cases this must be included, but it depends on your script and what you want it to do. If you just want it to update a value in a field, the two lines (*.value and *.returnValue) should be enough. Hope it will work for you know! Kind regards, Henning B. Jespersen (WM-data, Denmark) "JamesE" <microsoft.com> wrote in message news:com... |
| Posted: 18 Jul 2005 11:52 AM PDT Hi Shauna, Just some comments on using Sales Literature... The Sales Literature features are not that user friendly when wanting to use the material in your business process. An example could be that you want to have the brochures in Microsoft CRM because you then easily could send docs. to customers or leads. This is a many-click-action to the users, and they will get frustrated using it. If you have Sales For Outlook users, you must remember to instruct them in filtering doents when synchronising, or you may end up with a lot of support calls when users try to go offline, and performance goes down! If your brochures are colourful doents taking up some space, remember the 5 MB attachment limit (can be adjusted) and remember the 2 GB offline data volume limit for the Sales For Outlook users. After using Sales Literature in Microsoft CRM, some of our customers have decided to use SharePoint or their existing Intranet-portal instead of using the Sales Literature feature in Microsoft CRM 1.2. SharePoint or their Intranet has then been integrated in Microsoft CRM using the ISV-integration points available. Kind regards, Henning B. Jespersen (WM-data, Denmark) "Shauna Koppang" <microsoft.com> wrote in message news:com... |
| Posted: 18 Jul 2005 08:10 AM PDT Hi James, Don't loose all hope! It is possible to alter the Fiscal Year settings, I've done it! But I can not tell you how in this forum ...and I wouldn't sugest you to follow any tips from other news-users if you are working at a production inverionment. If you are working in a demo-environment, you can take a look on the following tables in *_MSCRM and try to figure out some of the relations: userfiscalcalendarbase and organizationbase. If your problem is related to a production environment, you have to contact Microsoft support and get them to help you. If you don't do it the right way, it may mess up data. The only way to correct your siuation is through running some delete and update statements against your database, and that you don't want to do without the support of Microsoft ...else you might loose the money invested in your Software Assurance. Kind regards, Henning B. Jespersen (WM-data, Denmark) "JamesE" <microsoft.com> wrote in message news:com... |
| Posted: 18 Jul 2005 05:10 AM PDT Hi, Pierre is right. Licenses in MS CRM are what you call aggregate. You don't need to remove anything from any user just keep adding them in deployment manager, create your new users and add the license and role etc. hth Regards, Nathan "Pierre Hulsebus" wrote: |
| Unable to logon into Crystallogon.csp Posted: 18 Jul 2005 03:00 AM PDT Hi Carrie, I do assume that you are referring to Resolution 9: Verify all the Application Mappings for Crystal Reports exist in Internet Information Services (IIS) on the Microsoft CRM server. 1. At the server in which Microsoft CRM Server was installed, click Start, point to Settings, and then click Control Panel. Click Administrative Tools and then click Internet Services Manager. 2. In the Internet Services Manager, expand your Microsoft CRM server. This will display the Web site for Microsoft CRM. Right-click the Microsoft CRM Web site and then click Properties. 3. Click the Home Directory tab and then click Configuration. This will display the Application Mappings window. Click the App Mappings tab. In this window, the first 4 mappings should be for Crystal Reports. They are the extensions .cri, .rpt, .csp, and .cwr. 4. If these extensions are missing, create a support incident on the Microsoft Business Solutions Web site https://mbs.microsoft.com/support. I haven't had any problems with the mappings myself and therefore cannot help you with this one. The resolution tells you to open up an incident with mbs. I would seriously advice you to do so. With kind regards, Ronald Lemmen Avanade Netherlands "Carrie" wrote: |
| Posted: 18 Jul 2005 03:00 AM PDT While it has worked for many, last I heard, MBS had not yet officially blessed this in terms of support. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Mon, 18 Jul 2005 09:59:42 -0400, "Dave Ireland" <com> wrote: worked ok for us Jacob. Dave "Jacob Mondrup - Cultivator Danmark" <com> wrote in message news:u3CZx%phx.gbl... |
| Posted: 18 Jul 2005 01:17 AM PDT Hi Matt, Do you have any doentation for the full-text indexing? Jefferson "Matt Parks" wrote: |
| Posted: 15 Jul 2005 10:34 PM PDT I got the tool. When I ran the tool to create a new System Admin role I get the following error: Cannot create user: Soap Exception I'm new to CRM. Cannot anyone help me with this problem? Ken "Ronald Lemmen" wrote: |
| Posted: 15 Jul 2005 11:13 AM PDT Steven; If Hennning's good suggestion fails to fix the problem... If IE is prompting for credentials despite you being logged into the network as a valid user with a CRM profile/role/license, then it's likley just your browser security settings. In IE, click Tools-->Internet Options-->Security-->Local Intranet-->Custom Level. Scroll all the way to the bottom of the list of settings and select either of the 'automatic' options. This will prevent IE from challenging you. You absolutely need to be able to get into the CRM without being challenged for credentials before SFO will install or work properly Dave "Steven Janes" <microsoft.com> wrote in message news:com... |
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