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Microsoft CRM - Syncing All Contacts

Microsoft CRM - Syncing All Contacts


Syncing All Contacts

Posted: 15 Aug 2005 02:34 PM PDT

With contacts on the SFO client, it will import all contacts that the
user has security rights to view. The other two import options for
tasks and appointments will be based on ownership.

Reporting Question - aka I hate Crystal Reports

Posted: 15 Aug 2005 11:23 AM PDT

appears this is caused by iton not being setup correctly
===========================
You have redeployed Microsoft Business Solutions CRM 1.2 by using the
Redeployment Tool. You try to add a new custom field to Microsoft CRM by
using the Schema Manager in Microsoft CRM Deployment Manager. The custom
field is not added, and you receive the following error message:
dmLog: sp_repladdcolumn failed - Schema tion failed because database
'<Organization_Name_MSCRM>' on server '<CRMServerName>' is not the original
Publisher of table '<TableName>'
CAUSE
Microsoft SQL Server tion is not configured correctly for the
Microsoft CRM databases.
RESOLUTION
Configure SQL Server tion correctly for the Microsoft CRM databases.

For more information, click the following article number to view the article
in the Microsoft Knowledge Base:
872585 How to re-create tion and enable publishing for Microsoft CRM
Sales for Outlook when offline synchronization fails
If you have Microsoft CRM Sales for Outlook clients installed that are using
this Microsoft CRM server, follow all the steps that are listed in Microsoft
Knowledge Base article 872585.
================================================== ===
here is article 872585

How to re-create tion and enable publishing for Microsoft CRM Sales
for Outlook when offline synchronization fails
View products that this article applies to.
Article ID : 872585
Last Review : 2005-08-05
Revision : 4.3

On This Page
TechKnowledge Content
Summary
More information
APPLIES TO
HOTFIX DOWNLOAD

TechKnowledge Content
Summary
This article describes how to re-create tion and to enable publishing
on the Microsoft SQL Server, where the Microsoft Business Solutions CRM
databases reside, after the Microsoft CRM Sales for Outlook client has
failed its initial synchronization. You may receive the following error
messages during the synchronization process:
An error has occurred. For more information please contact your system
administrator.
An unknown error has occurred. Retry the action. If the problem persists,
contact your system administrator.
Back to the top

More information
To disable publishing and to manually re-create tion for Microsoft
CRM when Outlook clients cannot synchronize successfully, follow these
steps: 1. On the Microsoft SQL Server where the Microsoft CRM databases
reside, click Start, point to All Programs, point to Microsoft SQL Server,
and then click Enterprise Manager.
2. In Enterprise Manager, expand Microsoft SQL Servers, expand SQL
Server Group, expand your Microsoft CRM SQL Server, right-click the
tion folder, and then click Disable Publishing. To disable
publishing, follow the instructions that appear on the screen.
3. After you have disabled publishing, run the following SQL script
against the Organization_Name_MSCRM database to remove old tion
system objects, where Organization_Name is the licensed company name. Follow
these steps to run the script: a. On the SQL Server where the Microsoft CRM
databases reside, click Start, point to All Programs, point to Microsoft SQL
Server, and then click Query yzer.
b. In Query yzer, change the database list so that the
Organization_Name_MSCRM database is selected.
c. Click the following link for the SQL script, and then copy
and paste the script into Query yzer.

http://mbs.microsoft.com/downloads/public/KnowledgeBase/KB872585.txt
d. Click the Query menu, and then click Execute.

4. You can now re-create tion. Follow these steps: a. On the
Microsoft CRM Server, click Start, point to All Programs, point to Microsoft
CRM, and then click Deployment Manager.
b. In Deployment Manager, click Server Manager. In the right
window of Server Manager, right-click Microsoft CRM Server, and then select
Configure SQL Server.
c. Click Next, and then click Finish to configure the Microsoft
SQL Server for tion.


5. Reopen Microsoft SQL Enterprise Manager.
6. Click Start, point to All Programs, point to Microsoft SQL Server,
and then click Enterprise Manager.
7. Expand Microsoft SQL Servers, expand SQL Server Group, expand
Microsoft CRM SQL Server, and then expand tion Monitor.
8. Expand Publishers, and then expand your SQL Server Name, where you
will find the CRMMetaPub and the CRMPub publications.
9. Click CRMMetaPub, and then right-click Snapshot in the right window
pane.
10. Click Start Agent.
11. Click CRMPub, and then right-click Snapshot in the right window
pane. Click Start Agent.

Note The snapshot publications may take from five to ten minutes to
finish. After the CRMMetaPub snapshot is completed, you receive the
following message:
A snapshot of 79 article(s) was generated.
After the CRMPub snapshot is completed, you receive the following
message:
A snapshot of 93 article(s) was generated.
12. After the snapshots are generated successfully, verify that the
schedule for the snapshot jobs was deleted. To do this, follow these steps:
a. Right-click each snapshot, and then click Agent Properties.
b. In the Agent dialog box, click the Schedule tab.
c. If any jobs are listed, click each one, click Delete, and
then click OK.
d. Complete steps a to c for the other snapshot agent.

If this is a new installation of the Sales for Outlook client, you will now
be able to successfully go offline. If this is an existing installation of
the Sales for Outlook client, follow these steps to remove the existing
registry entries and old tion attempts from the client:

Delete SFO client registry keys

Note Make sure that the Sales for Outlook (SFO) client is online. If the
actions that are described in this section are performed when the client is
offline, you will have to re-install the SFO client. 1. On the Microsoft SQL
Server where the Microsoft CRM database resides, click Start, point to All
Programs, point to Microsoft SQL Server, and then click Enterprise Manager.
2. In Enterprise Manager, expand Microsoft SQL Servers. Right-click
SQL Server Group, and then click New SQL Server Registration.
3. Register the SFO client MSDE instance with this wizard. For
example, if the SFO client computer name is SFOCLIENT, the MSDE instance is
named SFOCLIENT\CRM.

Note If you cannot successfully connect to the SFO client remotely
with Enterprise Manager, follow steps 3a to 3f to enable this connection. If
you can successfully connect, continue to step 4. a. In Microsoft Windows
Explorer on the client computer, locate C:\Program Files\Microsoft SQL
Server\80\Tools\Binn.
b. Right-click the SVRNETCN.exe file, and then click Open.
c. Click the General tab, and then change the Instance(s) on
this server: list item to CRM MSDE instance. (ex. SFOCLIENT\CRM)
d. Click TCP/IP protocol in the Disabled protocols section, and
then click Enable.
e. Click OK.
f. After you restart the Microsoft CRM Sales for Outlook client
computer, the SQL Server Service Manager will now successfully connect to
the MSDE CRM instance.

4. After you register the MSDE CRM instance, locate the Subscriptions
folder under the tion folder.
5. In the Subscriptions folder, delete both SFO client subscription
names. These subscriptions may or may not exist, depending on where the
error occurred when you went offline.Important This article contains
information about how to modify the registry. Make sure to back up the
registry before you modify it. Make sure that you know how to restore the
registry if a problem occurs. For more information about how to back up,
restore, and modify the registry, click the following article number to view
the article in the Microsoft Knowledge Base:
256986 Description of the Microsoft Windows registry
6. On the SFO client computer, click Start, and then click Run.
7. Type regedit, and then click OK.
8. In Registry Editor, click My Computer, and then right-click Export.
Export the whole registry entry for the SFO computer.
9. In Registry Editor, expand HKEY_LOCAL_MACHINE, expand SOFTWARE,
expand Microsoft, and then click MSCRM. Right-click the UsertionID
registry subkey in the right window pane, and then click Delete.
10. In the same location, right-click the SQLServerName registry
subkey in the right window pane, and then click Delete.
11. In the same location, right-click the LastSyncDate registry entry
in the right window pane, and then click Delete.
12. Restart Outlook.
13. Verify that you can successfully synchronize the Microsoft CRM
Sales for Outlook client.



--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


<com> wrote in message
news:googlegroups.com... 






Creating a web site on a unique IP address

Posted: 15 Aug 2005 05:01 AM PDT

One other thing that comes to my mind, have you done this after you have
used httpcfg:

net stop http /y

net start w3svc


--
Regards,
Kristofer Gafvert (IIS MVP)
http://www.gafvert.info/iis/ - IIS Related Info


Tim Long wrote:
 

Email history and sent items

Posted: 15 Aug 2005 12:35 AM PDT

this is correct, there is a microsoft kb article stating it will not hit the
sent items box.

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Rob Bakkers" <microsoft.com> wrote in message
news:com... 
possible 
it 
button, 
my 
button, 
my 
CRM 


Data Migration - error

Posted: 13 Aug 2005 04:39 PM PDT

With the help of Microsoft's support staff we were able to identify the
issue. The migration's initalize tool did not set the Migration code to true
for the following entities for some unknown reason:
Organization, Territory, SystemUser & Business Unit.
The "MigrationCode" field is found in the cdf_EntityMigrationInfo. This
field is usually set to true (via some trigger) when records are added to
enityTables... when records were added to the 4 mentioned entity tables
indicated above by the initialization tool, the trigger did not "fire".
Just in case this helps anyone in the future.
"rqcoder" wrote:
 

Emails not posted to cases

Posted: 12 Aug 2005 08:59 AM PDT

Thank you.

"MattNC" wrote:
 

Aspnet_wp.exe could not be started

Posted: 12 Aug 2005 01:10 AM PDT

To the best of my knowledge no changes in web.config.
Password change on the crmadmin acoount .
This is probably the cause of all teh problems.

And a install of the data migration framework but this was aftr the problems
with the webclients.


"Matt Parks" wrote:
 

CRM VIRGIN

Posted: 10 Aug 2005 08:54 PM PDT

There are three great books that you should purchase. These are available
from Microsoft Business Solutions. Also join com and
com and contribute. If you would like to work with
an MS CRM consultant for a while to get started let me know.

--
Anne Stanton, CRM-MVP, MBA/ACC
http://www.thenorwichgroup.com
com


"Matt Parks" <com> wrote in message
news:com... 


Microsoft Word - Where's my Themes

Microsoft Word - Where's my Themes


Where's my Themes

Posted: 30 Dec 2014 02:47 PM PST

I am trying to apply a Theme to a Word 2010 document. I click on the Themes button in the ribbon and choose a Theme but nothing is displayed to show that the Theme was applied. It still looks the same; none of the graphics  show up.

Can not print Word 2007 docs following 34 updates on Dec 10 2014

Posted: 30 Dec 2014 01:54 PM PST

Can not print Microsoft Office Professional Word 2007 docs following 35 updates on Dec 10 2014.

Anyone else experiencing this problem?  Any suggestions?

Page numbers not updating from page to page

Posted: 30 Dec 2014 12:30 PM PST

I have a document with 65 pages. I inserted a page number field in the header using the F9 key, { PAGE }, but the number is the same on all pages. Shouldn't it be changing automatically on each page?

Can't insert a PDF into a Word 2013 document

Posted: 30 Dec 2014 11:09 AM PST

When I try to insert a PDF into a Word 2013 document, I get either an icon that states there is a PDF there or a text box with the title of the PDF. This never happened in any other version of Word I have used.

Can anyone explain how to overcome this?

Thanks,

Dennis

Auto-populating Content Control (Document Property Quick Part - not document properties) Data in Word 2013

Posted: 30 Dec 2014 10:51 AM PST

i have a Office 2013 question which right now i am going to limit to Word.  i am looking to build some document templates.  i want to create a template document that i can fill in data one time and have it auto-populate throughout the document anywhere that data may be.  this has 2 elements that i am not sure how to do in concert together:

  1. create custom fields with tags that can be placed throughout the document and when i edit anyone of those tags, all other tagged text auto updates.  there is functionality for this already with the content controls under quick parts | document property.  if i add and reuse any of those, updating one will update all areas where that 'document property' is used.  however, when i create custom content controls (let's say for customer), that seems to break the behavior where the data in that 'document property' exists.  so basically, first i am looking for a way to add to the 'document property' items that can be found under Insert | Quick Parts.  if i could only do this one of the three, that would be a huge step forward.
  2. i would like to have all of these 'document property' list items show in a navigation pane in Word.  that way i don't have to go through the document but could rather just update that list in the navigation pane. 

i am not a developer though i have gone as far as downloading visual studio and trying to follow an msdn article.  but my development and tool ignorance is a limiting factor for that being successful.

if the answer is, 'you need custom coding' then i'm okay with that.  if we can do it native Word then that'd be awesome.  i do want to avoid using macros because at times i use these on locked down systems which prevent the use of macros.

very grateful for the help!

also, if anyone has any recommendations for a really thorough Word training class i'd love to know more.

Microsoft Word Printing in different shades of black

Posted: 30 Dec 2014 09:49 AM PST

In a document header I have a single line with black shaded background and abutting it in the document I have a black shaded header with text with an effect on it (glow).

Although they are set to be the same colour, the bar in the header is printing a different shade of grey than the background of the header.

Where the effect of the text appears to be overlapping the bar in the header, that is the same (darker) shade as the header background.

I have had this issue with different versions of Microsoft Office, (currently using both 2010 and 2013), and also with different printers (a Xerox Document Centre and a Canon ImageRunner).

Any help or suggestions are appreciated.

I have a document where all of my headers disappeared.

Posted: 30 Dec 2014 08:17 AM PST

What could have caused this, besides my error? I can't see where I could have accidentally hid them or turned them off.

Word for iPad table merge cells?

Posted: 30 Dec 2014 07:31 AM PST

I inserted a table in Word for iPad, but I can't find a way to merge the cells. I need this function desperately. Is there a way to do it? If it is not supported, is there any workaround?

Hyperlinks in Word

Posted: 30 Dec 2014 06:59 AM PST

I have a word document that was sent to me and if you hover over an area in the table of contents it shows 'ctrl click to follow link' and I would like to remove these but if I right click on the line hyperlink does not come up in the drop down list.  Can you tell me how to find the hyperlink to delete.  If this was copied from another document would it show the hyperlink like that but not actually be there.  If I ctrl click they all take me to the top of the page and no matter where I click all of the table of contents is selected. 

First Item of Numbered list Indents Itself

Posted: 30 Dec 2014 06:14 AM PST

When I select "Restart at 1", for a numbered list, the first item of the renumbered list jumps to an indent of 1.5 cm. How can this be rectified?

Thanks,

Larry

Track Changes in Word 2013

Posted: 30 Dec 2014 04:11 AM PST

I am trying to work on an edited manuscript (my work, downloaded with editor's changes tracked) but Word stops responding every time I try to accept or reject a change. Does anyone have any ideas how I can address this? Home PC, Windows 8. 

Microsoft Word Conversion

Posted: 30 Dec 2014 04:00 AM PST

Hi,

Your solution is highly appreciate.

I have the Web Based Document Management System, the System has the three roles 

Here's the User Roles

1. Administrator ( Has the full control on the application )

2. Author : Person who develop the process document and upload in the Web Based Document System for Review

3. Reviewer : Who review the document and approve the document to publish

Once the Author upload the word document in to the Web Portal, The review will receive the document link in grid, Clicking on the link the document should open in PDF viewed in browser.

The word to PDF conversion is working in my local development machine, when i tried to deploy the Office PIA (Primary Interop Assemblies) in staging or production server the Word to PDF conversion is get failed and throw the com exception

Please check us know your comments 

Regards

-SH

MS Office Upload Ctr

Posted: 30 Dec 2014 01:56 AM PST

I noticed that out of the blue this orange icon appears.  Is this a safe sign?  The cursor also keeps moving and says the USB has stopped working when the only USB attached is the mouse and the printer and both of them are working fine.  Please help as I do not know if this is a manner in which hackers get in?  Also the Send to  OneNote Tool appears in the Task Bar, too.

unexpected error 32809

Posted: 30 Dec 2014 01:14 AM PST

I have a FORM .dotm - works fine on my computer and several others.

when run on another computer I get 'unexpected error 32809' - have no idea why????

Actually shows: Application-defined or Object-defined error - run-time error 32809

the macros on the form are these:

(the funny characters are HEBREW but all works ok)

Private Sub CommandButton11_Click()

With ActiveDocument
     .Shapes(1).Visible = msoFalse
     .Shapes(2).Visible = msoFalse
End With
 
Call FileSave

End Sub
Sub FileSave()

  If ActiveDocument.Path = "" Then
        Call FileSaveAs
  Else
        ActiveDocument.Save
   End If
End Sub
Sub FileSaveAs()
    Dim strTag As String
    Dim strñåâ As String
    Dim strùí_äãéøä As String
    Dim strùí_äîá÷ø As String
    Dim strúàøéê_áé÷åø As String
    Dim strùòú_äáé÷åø As String
    Dim strPath As String
    Dim strFilename As String
   
    strPath = "\\filesrv\Diur\management\îðäìé úçåîéí\áé÷åøéí áãéøåú\" ' <== change as needed

    strTag = "ñåâ"
    strñåâ = GetCCcontentbyTag(strTag)
    If strñåâ = "**EmptyCC**" Then
        MsgNotReady strTag
        Exit Sub
    ElseIf strñåâ = "**MissingCC**" Then
        MsgMissing strTag
        Exit Sub
    End If
   strTag = "ùí_äãéøä"
    strùí_äãéøä = GetCCcontentbyTag(strTag)
    If strùí_äãéøä = "**EmptyCC**" Then
        MsgNotReady strTag
        Exit Sub
    ElseIf strùí_äãéøä = "**MissingCC**" Then
        MsgMissing strTag
        Exit Sub
    End If
    strTag = "ùí_äîá÷ø"
    strùí_äîá÷ø = GetCCcontentbyTag(strTag)
    If strùí_äîá÷ø = "**EmptyCC**" Then
        MsgNotReady strTag
        Exit Sub
    ElseIf strùí_äîá÷ø = "**MissingCC**" Then
        MsgMissing strTag
        Exit Sub
    End If
    strTag = "úàøéê_áé÷åø"
    strúàøéê_áé÷åø = GetCCcontentbyTag(strTag)
    If strúàøéê_áé÷åø = "**EmptyCC**" Then
        MsgNotReady strTag
        Exit Sub
    ElseIf strúàøéê_áé÷åø = "**MissingCC**" Then
        MsgMissing strTag
        Exit Sub
    End If
    strTag = "ùòú_äáé÷åø"
    strùòú_äáé÷åø = GetCCcontentbyTag(strTag)
    If strùòú_äáé÷åø = "**EmptyCC**" Then
        MsgNotReady strTag
        Exit Sub
    ElseIf strùòú_äáé÷åø = "**MissingCC**" Then
        MsgMissing strTag
        Exit Sub
    End If
   
    strPath = strPath & strñåâ & "\"
       
     ActiveDocument.SaveAs2 FileName:=strPath & strùí_äãéøä & " " & _
        strùí_äîá÷ø & " " & strúàøéê_áé÷åø & " " & ".pdf", FileFormat:=wdFormatPDF
   
    Call SendEmail(strPath, strñåâ, strùí_äãéøä, strùí_äîá÷ø, strúàøéê_áé÷åø, strùòú_äáé÷åø)
End Sub
Function GetCCcontentbyTag(theTag As String) As String
    Dim CCs As ContentControls
    Dim CCcontent As String
    Set CCs = ActiveDocument.SelectContentControlsByTag(theTag)
    If CCs.Count = 0 Then
        ' Should not get here if CCs are marked "cannot be deleted"
        CCcontent = "**MissingCC**"
    Else
        If CCs(1).ShowingPlaceholderText Then
            CCcontent = "**EmptyCC**"
        Else
            CCcontent = CCs(1).Range.Text
        End If
    End If
    GetCCcontentbyTag = CCcontent
End Function
Sub MsgNotReady(theTag As String)
    Dim strTitle As String
    Dim strMsg As String
    Select Case theTag
        Case "ñåâ"
            strTitle = "ñåâ"
        Case "ùí_äãéøä"
            strTitle = "ùí_äãéøä"
        Case "ùí_äîá÷ø"
            strTitle = "ùí_äîá÷ø"
        Case "úàøéê_áé÷åø"
            strTitle = "úàøéê_áé÷åø"
        Case "ùòú_äáé÷åø"
            strTitle = "ùòú_äáé÷åø"
        Case Else
            ' can't get here except by error
            strTitle = "ìà éãåò"
    End Select
    strMsg = "äúéáä " & strTitle & " öøéëä ëðéñä." & vbCr & _
        "àðà îìà àåúå åìðñåú ùåá ëãé ìùîåø."
    MsgBox strMsg
End Sub
Sub MsgMissing(theTag As String)
    Dim strTitle As String
    Dim strMsg As String
    Select Case theTag
        Case "ñåâ"
            strTitle = "ñåâ"
        Case "ùí_äãéøä"
            strTitle = "ùí_äãéøä"
        Case "ùí_äîá÷ø"
            strTitle = "ùí_äîá÷ø"
        Case "úàøéê_áé÷åø"
            strTitle = "úàøéê_áé÷åø"
        Case "ùòú_äáé÷åø"
            strTitle = "ùòú_äáé÷åø"
        Case Else
            ' can't get here except by error
            strTitle = "ìà éãåò"
    End Select
    strMsg = "äúéáä " & strTitle & " öøéëä ëðéñä." & vbCr & _
        "àðà îìà àåúå åìðñåú ùåá ëãé ìùîåø."
    MsgBox strMsg

End Sub

Sub SendEmail(strPath As String, strñåâ As String, strùí_äãéøä As String, strùí_äîá÷ø As String, strúàøéê_áé÷åø As String, strùòú_äáé÷åø As String)
'Send Email to Offer that file has been created


    strFilename = strPath & strùí_äãéøä & " " & _
        strùí_äîá÷ø & " " & strúàøéê_áé÷åø


    Dim OutApp As Object
    Dim OutMail As Object
 
    Set OutApp = CreateObject("Outlook.Application")
    OutApp.Session.Logon
    Set OutMail = OutApp.CreateItem(0)
 
        With OutMail
            .To = "*** Email address is removed for privacy ***"
            .BCC = "*** Email address is removed for privacy ***"
            .Subject = "ãåç áé÷åø ùì ãéøä " & strùí_äãéøä
            .Body = strFilename
            .Send
        End With

    Set OutMail = Nothing
    Set OutApp = Nothing


'   Close active document

    Application.Quit SaveChanges:=wdDoNotSaveChanges

End Sub

Private Sub CommandButton111_Click()

End Sub

Problem with specific word form

Posted: 30 Dec 2014 12:37 AM PST

                    

Hi ,

we have problem with invoice form (word file),we can enter all the data except one filed (numeric), the file is secured, but it supposed that the user is able to enter the data, note that the rest of the users have no problem with the file, we tried to reinstall microsoft office 2010, then installing office 2007, and installing office 2013 with same result , on any computer we have no problem except this computer its maybe security settings on the office package, i tried to install hotfixes to remove the registry data , and also tried generate new windows profile with no result,

Please advise.

Can I use my Microsoft account for word on another computer?

Posted: 29 Dec 2014 09:37 PM PST

I recently got a new computer and I want to be able to use the Office programs with out having to repurchase anything. Is there a way I can have my Office account on both of my computers at once?

Compile error in Hidden Module: AZ Wizard Modul in Word 2013

Posted: 29 Dec 2014 08:43 PM PST

I just installed Word 2013 and I'm getting Compile error in hidden module: AZWizardModul every time I open a Word document. I can see the add in by going to File>Options>Add Ins but I can't disable it.

How can I disable the add in or delete it? I am running Windows 7 Home Premium SP1.

Instructions for using Excel Data in a Word document/letter

Posted: 29 Dec 2014 07:35 PM PST

Hi. Very new here.

I do work for several organizations and have been using an old program - Lotus Approach - to store names, addresses, amount the member is to be billed, payment dates, etc. (Approach is a database program.) But while it still runs under Windows 8.1 (which I am running on an iMac), I am always afraid that it won't on the next version of Windows.

I also have MS Office Home installed, so I have MS Word and Excel. I can export the data from Approach easily into an Excel spreadsheet, but that won't give me access to my billing formats (basically in letter form) and various report formats and the ability to print mailing labels.

I believe that I remember that you can export Excel data into Word to print labels and - more importantly - print form letters. Can anyone direct me to somewhere that there are instructions on how to do this?

Thanks, 

Steve

kindly look in to the discussion:- Weird bug in MS Project 2003 Microsoft Project

kindly look in to the discussion:- Weird bug in MS Project 2003 Microsoft Project


kindly look in to the discussion:- Weird bug in MS Project 2003

Posted: 03 Jan 2006 10:21 PM PST

It is.
What is your point?


"kant" <microsoft.com> wrote in message
news:com... 


How do I set a milestone at the end of a task duration?

Posted: 03 Jan 2006 02:20 PM PST

Format
Bar Styles
Look for the Milestone line
In teh From and To columns replace Start by Finish
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
"db8791" <microsoft.com> schreef in bericht
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it 
there 


Creating standard report in Project

Posted: 03 Jan 2006 01:16 PM PST

Hi Summer,

Below are two potential approaches you might consider. Play around with
them and discover some of the filtering options so you can set them up the
way you are comfortable. -Bill

My preference for generating these 'reports' is to use the Excel output
feature. Here is an example:

1) Go to File->Save As...->Excel Workbook. Enter a filename, then click
next and choose "Selected Data".
2) Choose "New Map" (once this process is complete, you can choose 'Use
Existing Map')
a) Choose "tasks" (you can play around with resources and assignments
once you get the hang of this). Also, choose "Export includes Headers".
Click Next.
b) In the Destination Worksheet name, type "All Tasks Forecasted to
Begin".
c) For the filter, choose "Date Range".
d) Add some fields (i.e. Name, Start and Finish)
e) Click Next.
f) Click "Save Map" and type a name like "All Tasks To Begin After..."
g) Click "Save".
h) Click "Finish".
i) Find the Excel file you selected earlier and you will find the
fields output the way you want.

The next time you run the report, use "Selected Map" so you don't have to go
thru all the steps listed above again. Also, during this process, you can
modify the map and save over it (maybe you wish to add more fields, adjust
date filters, etc.)


Another example of this would be to use the out-of-box reports in Project
Server. Modify or create a view in Project Professional and create a filter
to display certain information. This example will step you through
modifying the "Gantt Chart" view to create your reports. I will use the
Sample #1 again.

1) From the View menu, first select "Gantt Chart". Then, also from the View
menu, choose Table->Entry.
2) Add or remove any columns until the data for your report is displayed.
3) Go to View->Reports.
a) You could select a report that already requests a date range, like
Current Activities...->Tasks Starting Soon.
b) You could also continue with the rest of these steps...
4) Choose "Custom"
5) Click "New..." and name the new report "All Tasks To Begin After...".
(next time, your report will show up so you don't need to create a new one
again).
6) Make sure the Table area is set to "Entry" and set the Filter to "Date
Range...". Click OK.
7) Now you can Preview or Run your report.

As you will notice, using out-of-box reports is not quite as flexible as
using Excel. This is because the reports sometimes are difficult to fit on
one page or you want to edit the data or make other modifications that are
difficult unless you are using Excel.

Hope this helps,

-Bill

--
William Raymond
BLOG: http://www.mympa.org/blog.aspx


"Summer" <microsoft.com> wrote in message
news:com... 


MSProj : Resource Usage View : why is "Text3" column is <empty>

Posted: 03 Jan 2006 10:54 AM PST

Thank you Glen -- the answer is PERFECT.
My PM thanks you a million, too.
:-)


"Mike Glen" wrote:
 

Project 2003 Resource loading

Posted: 03 Jan 2006 10:51 AM PST

Hi,

Do files in sharepoint have a "normal" address? If yes, you can link them to
a pool on any server they can "see" and that can "see" them.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
"Woody" <microsoft.com> schreef in bericht
news:com... 
site: 
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AU
TH=23 
seen at 
so 
allocations 
some 


high level resource reports

Posted: 03 Jan 2006 10:50 AM PST

John
Thanks for the fast response. Let's see, any task might have all 4
categories or it might only have 3 or 2 categories. Also, the L (Labor)
category is the only resource group that is broken out by people that needs
to be summed. P, T, and C are already lumped together. To the other question,
Department 2 wants to see all the labor lumped together but since C, P, and T
are already one big "lump" per tasks it does not need to be broken down.
Currently, P, C, and T are resources that were created along with all the
employee names. So in my small example I wrote before our resource sheet
shows:
Mary
Sally
Chargebacks
Travel
Purchases

So I think MSP cannot see that the last 3 resource entries are not people
but are unique categories unto themselves. Does that help? Thank you so much
for your continued help!

"John" wrote:
 

Error Updating Embedded Data Objects

Posted: 03 Jan 2006 10:38 AM PST

I had intended it to be in the powerpoint area right above Project. Mouse
slipped. My appologies.
--
Fred Garvin
San Antonio, TX


"Mike Glen" wrote:
 

Financial Week Number Shift Start

Posted: 03 Jan 2006 07:42 AM PST

Thanks John

Shifting the production week won't work in this isnatance as I'm running a
pooled network with multiple projects, which will be ongoing across year
ends. So come September/October next year I'd be back in the same position.

Writing specialist VBA code is beyond my ability at this time and I can ill
afford the time.

So, exporting to Excel and converting the week numbers there was pretty much
where I had got to. Clumsy, but effective!

Tris

"John" wrote:
 

multiple standard working time

Posted: 03 Jan 2006 07:40 AM PST

Hi,

Concretely you can do it this way:

Through Tools, Change Working time, New, create the number of base calendars
you need to reflect standard times in each geography (you could call them
"Western Europe", "Middle East" etc.)
Then in the resource sheet view, for each reaource, in the "Calendar"
column, select the desired "standard".
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
<com> schreef in bericht
news:googlegroups.com... 


Updating a Project schedule through an import

Posted: 03 Jan 2006 07:24 AM PST

Hi,

On top of John's precious advice: if it is really about updating (like
adding figures to work field f.i.) you will definitely need VBA. IMHO that
is the route to take from the start.

HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
"Laura Guffey" <microsoft.com> schreef in bericht
news:com... 
labor 
by 
provide 
the 


Simple Problem

Posted: 03 Jan 2006 04:48 AM PST

hi jan... thanks for your note. The calculation was set to manual... once i
changed to augomatic everything worked fine!. thanks for help! Lloyd

"Jan De Messemaeker" wrote:
 

No WBS in Resource Usage view ??

Posted: 03 Jan 2006 01:39 AM PST

Easy.
There are THREE kinds of text fields, they are not linked to a VIEW but to
an OBJECT
Tasks have text fields, Resources have text fields and ASSIGNMENTS have text
fields.
Task usage shows Taks and assignments
Resource usage shows resources and assignments
(so task usage DOES NOT show resources and resource usage DOES NOT show
tasks!!!)
Assignment text fields thus are visible in both views.
Fill a text field (f.i. by coopying from a task field) in the task usage
view and it will be visible in Resource Usage and vce versa.
HTH


--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
"kant" <com> schreef in bericht
news:com... 


Get Report to show project name in "Who Does What & When" report

Posted: 02 Jan 2006 01:02 PM PST

Hi John,
Thanks I will use that for now

Bert

"John" wrote:
 

Daily "to do" report

Posted: 02 Jan 2006 10:36 AM PST

Hi Doschmo,

Also, you might like to have a look at my series on Microsoft Project in the
TechTrax ezine, particularly # 17 & 18 on Multiple Projects, at this site:
http://tinyurl.com/2xbhc or this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the articles before leaving the site, :)
Thanks.)

FAQs, companion products and other useful Project information can be seen at
this web address: <http://www.mvps.org/project/>

Hope this helps - please let us know how you get on :)

Mike Glen
MS Project MVP

Jan De Messemaeker wrote: 



Automatic date change after a value has exceeded a certain point

Posted: 02 Jan 2006 03:28 AM PST

Thanks.
SO it'll have to be with vba.
Laura

"Jan De Messemaeker" wrote:
 

How do I prevent task numbering of additional rows of same task?

Posted: 02 Jan 2006 01:45 AM PST

Hi M-Squared,

Why not continue the description in the Name field and widen the row to show
it?

FAQs, companion products and other useful Project information can be seen at
this web address: http://project.mvps.org/faqs.htm

Hope this helps - please let us know how you get on :)

Mike Glen
MS Project MVP

Jan De Messemaeker wrote: 



Task needs simultaneous resources

Posted: 01 Jan 2006 11:39 PM PST

Hi,

You must have assigned the machine a a material resource instead of a work
resource.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
"WillBuochs" <microsoft.com> schreef in bericht
news:com... 
acheived 
calendar. 
then I 
be 
task 
another 
(or 
It 
workaround, 
tasks, 
based 
allocates 


Project saved as database vs a XML file

Posted: 01 Jan 2006 07:40 AM PST

Sorry once again. It seems that I have found the answer on my own.

To associate a task with a custom cost through an Access database you need to
associate the TASK_UID in the MSP_TASKS table with the NUMBER_REF_UID in the
MSP_NUMBER_FIELDS.

thanks anyway

"glenn" wrote:
 

Cost Field vs. Customized Cost Fields

Posted: 31 Dec 2005 09:52 AM PST

Hello,

First off, thanks to you folks for responding to my sketchy question on how
to handle costs in Project.

I guess I forgot to mention that I am not using resources with any given pay
rate and instead I am just applying a cost for material and labor and
sub-totaling a cost for each task in my own custom field called 'Total Cost'.
It sounds like I will need to transfer these figures into Project's 'Cost'
field with a macro. In so doing, it would be my understanding that I would
be able to have Project's other cost related fields such as 'BCWP', 'BCWS',
'ACWP', 'EAC', 'VAC' and other earned value fields to receive their
respective values as a project's schedule moves forward.

Thanks for the link to the MVP site.

and Thanks for your help...

"Rod Gill" wrote:
 

Project workaround for Effort-Driven Resourcing Re-Calc Issue

Posted: 30 Dec 2005 01:50 PM PST

Hi extremetray ,

Welcome to this Microsoft Project newsgroup :)

You might like to have a look at my series on Microsoft Project in the
TechTrax ezine, particularly #10 Multiple Resource Assignments, at this
site: http://tinyurl.com/2xbhc or this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the article before leaving the site, :)
Thanks.)

FAQs, companion products and other useful Project information can be seen at
this web address: <http://www.mvps.org/project/>

Hope this helps - please let us know how you get on :)

Mike Glen
MS Project MVP

extremetray wrote: 



Adminstrative Tasks

Posted: 30 Dec 2005 07:59 AM PST

In article <com>,
"Jeff Cecil" <microsoft.com> wrote:
 

SJ Digriz,
You're welcome. Just for reference, at our company each program had
their own WBS that defined a structure for our Project files. An actual
charge number (as used by employees on their timecards) was the next
level below the WBS structure used for the program Project files. In
some cases a particular task in a project file might in fact be
represented by a specific charge number, but generally, the charge
numbers were too low a level for tracking in Project - that's what our
financial system did - and it was much better at it. In the case of
support/administrative effort from functional organizations, their
effort would show up in the actuals for the program but there was no
specific task in a program Project file that tracked their support. That
worked because their effort was generally minimal - after all, it was
just support. However any significant effort on the program, including
program management, program business personnel, etc. was represented by
tasks in a Project file. If the effort was not readily measurable, it
was shown and tracked as level-of-effort (LOE).

The above approach allowed us to keep Project files at a manageable
level yet had a full accounting trail for all program costs.

John
Project MVP 

Earned Value Analysis: 50/50 Technique

Posted: 30 Dec 2005 05:35 AM PST

I agree with Trevor.
And I agree with John. It can balance out, it you have enough
overlapping tasks. Let's take an extreme example of what can happen
though.

Let's say you have one long duration (3 mo.) task that starts 1 month
into the project. While AV is acruing each month, we see no EV acrual
on this task until month 3 (2 months after it started and the first
month after it passed 50% completion). Such a task would work better if
it's a 40/60 or 25/75. Other lower cost tasks will somewhat dilute this
effect. But it could easity obscure some other problem EVA would
normally illuminate. On a 6 mo project, that one month of inaccurate
data could very easily be crucial to overall project success. This is
why granularity is so important in EVA. To some extent, this problem
can be minimized by doing EVA on weekly or bi-weekly basis on short
projects like this. But the issue should be addressed to make sure
you're getting what you need from doing your Earned Value.

Regarding IIS FTP Server

Posted: 30 Dec 2005 04:05 AM PST

Hi Latha,

You could try microsoft.public.vstudio.general.
Good Luck and a Happy New Year:)

Mike Glen
Project MVP


Latha wrote: 



create a view like task usage

Posted: 29 Dec 2005 04:19 PM PST

In article <com>,
familyman <nospam> wrote:
 

Rob,
For your reference a dynamically consolidated master, (i.e. subprojects
linked to the master, which is the default), does not actually contain
the subproject tasks. The master simply contains a summary line
representing each subproject and a pointer to the actual independent
subproject file. That's why a simple export of the master will only
export data that is resident in the master itself.

There are a couple of ways around this limitation. One is to separately
export each subproject as you mentioned. Another is to use VBA to export
all the data (master and subproject) to another application (e.g. Excel,
Access, etc.). I use that method a lot. You could also use SQL directly
on the Project database, although I've never done that but for
reference, a description of the Project database structure can be found
on your hard drive - look for projdb.htm.

Yet another possibility is to create a static master. With a static
master, the subproject data IS inserted directly into the master and it
becomes one large independent file. However, a static master is a
snapshot in time because the subprojects are no longer linked and to
update, a whole new master needs to be created. External links between
files, if any, are not preserved in a static master unless a special
macro is used to convert them.

Hope this helps.
John
Project MVP 

Project Professional 2003 Authentication

Posted: 29 Dec 2005 01:56 PM PST

Hi S,

Try posting on the server newsgroup. Please see FAQ Item: 24. Project
Newsgroups. FAQs, companion products and other useful Project information
can be seen at this web address: http://project.mvps.org/faqs.htm

Mike Glen
Project MVP


SGibbs wrote: 



Microsoft CRM - Adding New Values to Picklist

Microsoft CRM - Adding New Values to Picklist


Adding New Values to Picklist

Posted: 12 Aug 2005 12:50 PM PDT

trust me...at least everyone on this group has been caught out by this at
least once ;-)

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Rick" <com> wrote in message
news:%phx.gbl... 
up 


Dev environment setup

Posted: 12 Aug 2005 11:16 AM PDT

Thanks for the helpful link.

Tuan

"MattNC" wrote:
 

Upgrade from Business Contact Manager

Posted: 12 Aug 2005 05:41 AM PDT

This seamless migration path will come with the next release of Microsoft
CRM ie V3.0. I am not aware off any migration path from BCM to Microsoft CRM
1.2

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"James H. Morris" <James H. microsoft.com> wrote in
message news:com... 
are 
that 
appreciated. 


Crystal reports 9.2.2 upgrade

Posted: 12 Aug 2005 03:27 AM PDT

not any more. I had a discussion with businessobjects and they would be very
unhappy if mbs were sending out crystal 9.2.2 to everyone who asked. The
correct approach is to go to businessobjects and they will get the crystal
9.2.2 release for you

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"MattNC" <microsoft.com> wrote in message
news:com... 
version 
"ftp://ftp.crystaldecisions.com/outgoing/TS/CC/CRPro922.zip " 


Search Results View

Posted: 12 Aug 2005 02:38 AM PDT

Or, you can use the built in functionality:

Home | Settings | System Customization | Accounts | Edit Advanced Find
View

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 tracks all changes made to the
Adventure Works Cycle database, visit http://www.vscrm.com/trial.htm

Unable to display the folder - SFO

Posted: 11 Aug 2005 11:13 PM PDT

Hi Kim,

take a look at
http://www.microsoft.com/downloads/details.aspx?FamilyID=127a274d-bc20-4e2f-be0d-1247455748a2&DisplayLang=en.
Here is the Rollup 1 of MS CRM which include this KB Entry.

The other option which we use if this happend is, under
Help > About Microsoft Office Outlook > Disabled Items
You should find the crmaddin.dll, just enable it, then the toolbar and the
folder will work. Maybe it takes some minutes to reenable and Outlook is not
responding.

Helmut




"Rob Bakkers" wrote:
 

User form

Posted: 11 Aug 2005 11:12 AM PDT

I think you can use it for importing, I can't recall it being used
internally. I found it strange in the first place that is wasn't in the forms.
--
Rob Bakkers,
Avanade Netherlands


"com" wrote:
 

Lead Views - Make the Company's "Name" column resizable??!

Posted: 11 Aug 2005 09:45 AM PDT

No exclamation mark shows in the bottom corner of the screen when I save and
close. The edited company name, as I said will not show in the main leads
view. What now?

Can you answer the first part of my last post?

"Rob Bakkers" wrote:
 

Deleted Contact Record along with Notes

Posted: 11 Aug 2005 09:36 AM PDT

KMD napsal(a): 

you can restore database with another name. In SQL EM right click on
Databases/All Task/Resotre database, change the name of restored
database and choose right device with MSCRM database backup.

-----
Erik Caha

Changing Workflow from Create to Manual

Posted: 11 Aug 2005 09:26 AM PDT

Thanks I will try that today!! I appreciate the help.

"Craig Todd" wrote:
 

Contact Methods

Posted: 11 Aug 2005 09:25 AM PDT

Thanks!

FYI: This is what I used and it works perfect:

Dim customization As Microsoft.CRM.Proxy.CRMCustomization = New
Microsoft.CRM.Proxy.CRMCustomization
customization.Credentials = System.Net.CredentialCache.DefaultCredentials
customization.Url = strCRMDir + "CRMCustomization.srf"
Dim userAuth As Microsoft.CRM.Proxy.CUserAuth = bizUser.WhoAmI()

Dim strResultsXml As String = customization.RetrievePicklist(userAuth,
Microsoft.Crm.Flags.ObjectType.otContact, "preferredcontactmethodcode")

"Rob Bakkers" <microsoft.com> wrote in message
news:com... 


Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON' 80040e4d

Posted: 11 Aug 2005 08:27 AM PDT

seems it only exists in version 6 and you can't install that on a server 2000.

for now i can add the users in CRM application itself. so i'm not stuck.

thx a lot for the help Rob,
if you find out some more, please let me know. I will check with MS myself
and post the result here.

"Rob Bakkers" wrote: