Microsoft CRM - Installing Crystal Reports for MSCRM |
- Installing Crystal Reports for MSCRM
- CRM Security Service not starting on reboot
- CRM 1.2 & SQL Reporting Services
- delete permission
- Column limit
- converting leads to opportunities
- Can't send direct email after moving user to another business unit
- Upgrading CDF Database's from 1.0 to 1.2
- duplicates contacts on Import
- customizing CRM pages
- Hide a Field
- Generate emails automatically
- You have reached the maximum amount of tabs for this form.
- Web Login Problem
- Users Can't Log-in
- Problem publishing changes
- Sales for Outlook, CRM Appointment lost one tab
- Failed to add new String attribute ??
- CRM 1.2 Post Event COM+ Handler
- Security: Assign To Queue But Not Users
- Permission Error in CRM Web based Application
- currency maximum value goes beyond limit 100 billion ?
- Customer Service Reps and Quotes
- copy setting between 2 instalations
- Error Adding Users to CRM
| Installing Crystal Reports for MSCRM Posted: 05 Oct 2005 06:49 AM PDT Yes, the CD lets Crystal see the Microsoft CRM database in a usable way. Otherwise you would need to create a connection directly to SQL and try to make sense of the lowest level tables in CRM. (CRM uses a meta-layer to present the data, and this is what you will be connecting to with the Crystal Enhancements.) By the way, the next version of CRM, while still supporting Crystal, will be using SQL Reporting Services - much more powerful and, of course, a Microsoft product. -- Matt Wittemann http://icu-mscrm.blogspot.com "Ben" wrote: |
| CRM Security Service not starting on reboot Posted: 04 Oct 2005 01:03 PM PDT Thanks for your reply Jani. That's interesting that changing the account solved the problem. However, I'd rather not create an account for this service or use the administrator account. Yesterday, as a work around, I decided to set up a scheduled task to start the service for me 20 minutes after the scheduled reboot. That seems to have done, because the server rebooted last nigth and all was well this morning, but I'd still like to get to the bottom of the issue. Thanks again for your post. -- thanks, -Jeff "Jani Ervast" wrote: |
| CRM 1.2 & SQL Reporting Services Posted: 04 Oct 2005 12:43 PM PDT I know I also had some problems installing rs and crm on the same box. But I have managed to get rs to create a new iis website. If I recall correctly all I did was rename the default website, and set a hostheader. "Jefffff" <microsoft.com> wrote in message news:com... |
| Posted: 04 Oct 2005 10:25 AM PDT Sad, but true. However, since the Quote was "activated", then it became read only, except for marking it as won, etc. From a historical perspective, it should be revised prior to flagging as won. -- Matt Parks MVP - Microsoft CRM "Bobby" <microsoft.com> wrote in message news:com... replying to my own post...if a user s up the pricing on a Quote and says "Won" is this product seriously not allowing me to go back in to that won quote and revise it? It was an honest mistake by the sales rep! "Bobby" wrote: cleanup |
| Posted: 04 Oct 2005 09:56 AM PDT could you please post the event viewer message? Ronald Lemmen Avanade Netherlands "GDaxon" wrote: |
| converting leads to opportunities Posted: 04 Oct 2005 09:48 AM PDT You could remove the map from the Lead to Opportunity on the Owner field. Haven't tried this myself, but it might do the trick. -- Matt Parks MVP - Microsoft CRM "Bobby" <microsoft.com> wrote in message news:com... That does make sense, but I have a house full of upset Sales Execs who want to go with another system because of the number of steps involved to do anything in this product. I'm trying to automate everything I can to gain user acceptance. Thank you for your help though. "John O'Donnell" wrote: they as leads creates two sales |
| Can't send direct email after moving user to another business unit Posted: 04 Oct 2005 07:53 AM PDT If you meant by descriptors the security roles for that user, he has a business unit access level to append for the activities and append to for the object he is trying to send to. and he is the owner of that object anyways. Does he need any more permissions?? Thanks for your reply -- M@gi "John O'Donnell" wrote: |
| Upgrading CDF Database's from 1.0 to 1.2 Posted: 04 Oct 2005 06:20 AM PDT Hi Matt, Glad to here from you again. I donwloaded a patch 831202 which corrects the database version problems for the DMT, but had to change the Version numbers in the registry for the Database from 1.2.3297.101 to 1.2.3297.0 to apply it. All is working fine. I just need to review the doentation on the DMT before i use it. Matt, do you know of any way besides a addon utility that i can import Contacts into the CRM without creating duplicates? Rgds Jefferson "Matt Parks" wrote: |
| Posted: 04 Oct 2005 01:37 AM PDT Hi, I need to upgrade the CDF database from ver 1.0 to ver 1.2 in the Microsoft CRM. I don't suppose you have an active link to this? "CRM Expert" wrote: |
| Posted: 03 Oct 2005 03:42 PM PDT Hi Jack, For MS CRM 3.0 Beta , you have to asked privately from microsoft. As currently only allowed for the special partners. mail me com -- Microsoft CRM Expert - MVP - CRM & .Net http://microsoftcrm3.blogspot.com "????" wrote: |
| Posted: 03 Oct 2005 02:37 PM PDT You can add some javascript tot he bottom of the .asx page that sets the control to hidden. This is not supported though. -- Matt Parks MVP - Microsoft CRM "Cayla" <microsoft.com> wrote in message news:com... I know how you can remove fields from the forms in System Customization. But is there a way to leave the field on the form but hide it from the user? Thanks! Cayla "Matt Parks" wrote: |
| Posted: 03 Oct 2005 01:16 PM PDT The workflow component is something we hadn't used. I figured out my problem using workflow yesterday. Thanks for the response though. "MattNC" wrote: |
| You have reached the maximum amount of tabs for this form. Posted: 03 Oct 2005 08:55 AM PDT Hi, Still same.. but might be in final release microsoft people will work on it and give more .. Still 8 tabes allowed on the form. Thanks, -- Microsoft CRM Expert - MVP - CRM & .Net All about Microsoft CRM 3.0- read http://microsoftcrm3.blogspot.com "GDaxon" wrote: |
| Posted: 02 Oct 2005 03:11 PM PDT Hi Mike, Did applying the rollup make any difference at all? If not, could you please attach a screen shot of the error message, along with the event logs from the CRM server and I will review them to see what I can find. Thank you! Tami |
| Posted: 01 Oct 2005 11:40 AM PDT Internet Explorer has a build in pop-up blocker as you might know. Try adding the URL of the CRM site to the pop-up blocker in the list of allowed sites. You can also try to add the URL of the CRM site to the Trusted Sites, or Local Intranet security groups in Internet Explorer. Regards, Merijn "mt4bass" <com> wrote in message news:ex1o%phx.gbl... |
| Posted: 30 Sep 2005 01:05 PM PDT Cayla, Thanks for the responds, but as i posted in my previous post we already checked this. We only have one website, which is named Microsoft CRM Version 1.2, on port 80. The host header of that website is blank. I also do not see what any of these settings would make the generated XSL templates corrupt. Regards, Merijn "Cayla" <microsoft.com> wrote in message news:com... |
| Sales for Outlook, CRM Appointment lost one tab Posted: 30 Sep 2005 12:28 AM PDT Thank you from quick reply. I might have little problem here, custom forms is completely empty. Perhaps it is best that I re-install outlook client at this point. Also something wrong with SQL part as CRM is pointing directly at <ourserver> not <ourserver>\CRM I did have lot of problems when installing, I think that I have installed CRM around 20 times, everytime I got different result, now it works via web browser so I don't like touching CRM installation again ;) One odd thing is that when installing I did choose http://<ourserver>/crm but still it is accessible only from http://companyweb Maybe because of these oddities our Outlook client won't work properly, funny thing is that it did work one day and after clearing cache it worked another day, until it finally lost all forms. CRM is kind of magical piece of software :) "Leo Merikallio" <com> wrote in message news:googlegroups.com... |
| Failed to add new String attribute ?? Posted: 29 Sep 2005 06:54 PM PDT Hi, The next version does solve this issue. They have decided to separate the attribute tables into a systemgenerated and an usergenerated table. Furthermore does the user get the possibility to delete attribute fields from crm. Yes, in theory it is still possible to get to that limit, but that wouldn't be a regular system anymore. With kind regards, Ronald Lemmen Avanade Netherlands "Wan" wrote: |
| CRM 1.2 Post Event COM+ Handler Posted: 29 Sep 2005 11:18 AM PDT Got it working now! Our post-event handler is capturing the Create, Modify, Delete events. At first I thought it had something to do with the COM+ object, GUID, permissions, or some combination. But the confusion for me (and the reason our COM+ object wasn't getting called) came down to the SQL script...the following is an excerpt which updates the EventMask for the specific ObjectType code (in this case 3=Opportunity, 4=Lead, ... see the CRM 1.2 SDK for the full listing): -- ... OTHER SCRIPT... --Opportunity (post-create, post-update, post-delete) select @entityid = EntityId from Entity where ObjectTypeCode = 3 update Entity set EventMask = 1 where ObjectTypeCode = 3 insert into EntityEventSubscribers(EventId, EntityId, SubscriberId, CalloutOrder, IsEnable, IsAsyncHandler) values (2, @entityid, @subscriberid, 0, 1, 0) insert into EntityEventSubscribers(EventId, EntityId, SubscriberId, CalloutOrder, IsEnable, IsAsyncHandler) values (8, @entityid, @subscriberid, 0, 1, 0) insert into EntityEventSubscribers(EventId, EntityId, SubscriberId, CalloutOrder, IsEnable, IsAsyncHandler) values (32, @entityid, @subscriberid, 0, 1, 0) -Rob birdwellmusic wrote: |
| Security: Assign To Queue But Not Users Posted: 29 Sep 2005 10:46 AM PDT Will give that a try! Thanks. |
| Permission Error in CRM Web based Application Posted: 29 Sep 2005 07:04 AM PDT This is part of patch for Microsoft CRM. Rollup-1 it is called. I just installed yesterday. |
| currency maximum value goes beyond limit 100 billion ? Posted: 28 Sep 2005 11:03 PM PDT UNcleb, Thanks for your suggestion... Well, that tolerant with the CRM limitation if customer allow. But in finance, each number is important and futhermore there will be alot of multiplication and division calculations involved in those fields which need high precision. Any say from Microsoft ? Thanks Apart from that, i wonder why the float data type has the same max value as integer. I thuoght it should be much higher ?? Any data type has high max value ? "UncleB" wrote: |
| Customer Service Reps and Quotes Posted: 28 Sep 2005 05:28 PM PDT In our organization we have sales reps and customer service reps. Our CS reps upsell clients and assist in value added services. Sales reps have only the "salesperson" role(under the Roles tab) and a sales license(under the License tab) of the user settings. Our CS reps have 2 roles "CSR" and "salesperson". They have a Sales and CS license. For us this is combined in the Professional Suite License (which is Sales + Support). Hope that helps. |
| copy setting between 2 instalations Posted: 28 Sep 2005 01:34 PM PDT Thanks Ronald "Ronald Lemmen" wrote: |
| Posted: 28 Sep 2005 01:05 PM PDT There is one user added to the CRM System now and I have tried getting that user to access CRM via crm.xx.com and IP number. However, the user receives a message stating that an error has occurred. Please contact your system administrator. I was going to see if she could access the system and add a user, but no luck. I don't know if something is wrong with the install as a whole and it should be reinstalled or if this is just something minor that can be resolved?? Please advise. "John O'Donnell" wrote: |
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