Add Database/Table and configure Replication in MSCRM Posted: 09 Feb 2004 03:10 PM PST Hi Mehek, it's definately possible, but not supported. You need to do a lot of custom work to have it support your own tables, and make them work offline in Outlook. Mike "Mehek" <edu> wrote in message news:google.com... |
Import Customizations to 1.2 from 1.0 Posted: 09 Feb 2004 01:19 PM PST Thanks to both of you for your timely replies. I think the path we are going to take is to continue making customizations to the 1.0 server, export them, then uninstall/reinstall 1.0, import the customizations (and other master records through DMF), and finally upgrade 1.2. Seems kind of long, but the best route for not duplicating work done. Thanks, Jairy (i.e. upgrade the CRM CRM 1.0 onto a CRM that weren't fixed sales |
How MS-CRM meet this requirement. (account entity) Posted: 09 Feb 2004 11:44 AM PST Hi Gill, Thank you for you reply. I use crm 1.0 But still got limitation, what if we need add extra product type? If we have 100 product types, should we add that much "boolean"fields into AccountObject? No. The best way of adding something is to add a table which store <AccountID>+<ProductTypeID>+<SalesPersonID> if an Account belone to 3 product type, there will be 3 records in this new table to describe this situation. This solution is better than yours, but the reason of why I ask here is I want to find a original solution of CRM, see if MSCRM has already provided solution for this. You know, if we add table to CRM system, we have to write all related programs to handle Add,Edit,Delete function of that entity. And we have to reponsible for provide user with the interface to input, modify, delete this table, that's really a big trouble. Thanks anyway. Regards, Raymond a each uses |
Portability Posted: 09 Feb 2004 11:42 AM PST Thank you for your response. It gets me closer to making my decision to standardize on MSCRM "John O'Donnell" <com-nospam> wrote in message news:phx.gbl... but be [TotalExpectedCost] Haul highlights = the |
Add Account to Lead Object? Posted: 09 Feb 2004 11:15 AM PST Buy the c360 search product, or build your own web page/query. Mike "music_gator" <com> wrote in message news:%phx.gbl... qualified they |
Lotus Notes integration with MSCRM Posted: 09 Feb 2004 11:12 AM PST No ISV's on the MBS site mention doing Lotus Notes integration so i guess its safe to say nobody has done it yet ---Original Message----- |
CRM uggrade from 1.0 to 1.2 Posted: 09 Feb 2004 10:10 AM PST Also read the 1.2 Implementation Guide "Rakesh" <microsoft.com> wrote in message news:d76f01c3ef38$0cbbb0e0$gbl... |
Recommendations Please Posted: 09 Feb 2004 09:51 AM PST Try http://www.microsoft.com/businessSolutions/Microsoft% 20Customer%20Relationship%20Management/default.mspx and generally browse around. Also, do a google (or similar) search on MS CRM Gill you with some options you mention in message going point a action Use etc, so help my Server Enterprise |
Change OU "Adventure Works Cycle"??? Posted: 09 Feb 2004 08:29 AM PST Ok, but we cannot connect the existing Database, because the Database belongs to the Adventure Works Cycle... I will be very gratefully, if someone know the pages in the Migration Framework Guide that describes the data migration from CRM 1.2 to CRM 1.2 (so I don't have to read all 70 pages :s) Or is there another possibility? you the |
CRM outlook views arent working Posted: 09 Feb 2004 06:15 AM PST Probably not explained very well ( as if display problems are ever easy to explain!) but its NOT missing the taskbar icons such as work offline. Its the message pane section that is missing content in the beta. I am considering another machine now, as this is a bit of a pain so I've dragged out. Plus god knows what MS think of me with all the test machines I've been activating AND re-activating trying to get this up AND that server ( remember that song time after time its going through my head) AND my XP Pro office use Dell workstation that I juggled hardware with (but are basically identical Dell servers except SCSI and it just would not ghost so I had to clean install....again!) so I didnt want to have to flatten the laptop install yet again so Im going to see how I get on with a W2k with Off2k. It seems Ive actually located the "hotfix" in the docs specifically that was mentioned, so Ive downloaded to test with Off2k (wouldnt work before because hotfix was missing). I also had problems uninstalling the client I think down to the SQL Desktop Engine, so now Im left with a Windows XP SP1 with a partially installed client and each time I try and remove it, it gets stuck halfway installing the MSDE....the directory has been deleted too, although there is one catalogue file in the MSCRM install that wont budge because of an open file 0000002 something even after reboots. Unless someone can advise how to manually hack an uninstall to MSCRM/MSDE. You can stay GoldMine, all is forgiven.........:) Tony |
Importing Sample Data Posted: 09 Feb 2004 05:59 AM PST I have gor the sample data working with other names in 1.0. In fact I never used the supplied names, but indicated which of my users was to represent each of the roles. Based on my experience the names themselves are only important if you want to use the tutorial or other similar documentation. You should be able to fix this problem by removing the licences from the users, and creating other users, then reimporting the data. There is no limit to the number of users set up in MS CRM - it is the number who are currently assigned a licence that matters. Hope that this helps Thanks Gill fix I found was to licenses from the will work. needs those work. able to delete) but re-enable. if you delete all associated users for the sample install, the sample roles. I have not names except the exact CRM. Basically we import the sample the situation where we need to reinstall we have to from a user? Is this |
Log off from the CRM Application (log on using different user). Posted: 09 Feb 2004 05:16 AM PST Unless I'm misinterpreting your question, CRM uses single sign-on via AD so to log as as someone else other than administrator you just need to log off as administrator from the machine and log back in as the other person. cheers Mark CRM Server application. When someone logs into the system, the user is somehow stored. once. Now another user wants to log in on the server using that pc, but no user/password screen is displayed. We cleaned the temp. internet files, deleted the cookies and waited a long time so that the session (if one exists) is removed. application. This is off by standard, but we needed it for our custom plugin. |
Customized Queue for Contacts.. Posted: 09 Feb 2004 04:55 AM PST Hi Gill, Can i integrate my Web application which contains two folders like que.with MSCRM. Regards, "Gill Walker" <microsoft.com> wrote in message news:<d96301c3ef56$6e81eba0$gbl>... |
Info on Hiding Entity Posted: 09 Feb 2004 01:57 AM PST You're right. Thanks G. On Mon, 9 Feb 2004 04:06:05 -0800, "RBakkers" <com> wrote: |
.SRF files are not processed by IIS Posted: 07 Feb 2004 03:52 PM PST Hi Ben. there is a support article on how to fix this on Partner Source. Mike "Ben Rush" <com> wrote in message news:google.com... |
Browser prematurely closes upon access Posted: 07 Feb 2004 01:31 PM PST Thanks it worked! disable the blocker issue SP1), |
Updated CRM Platform Requirements? Posted: 07 Feb 2004 09:43 AM PST Hi Jim, CRM 1.0 will partially run on Win2K3 with enough massaging, but it isn't worth the time it takes. Better to get CRM 1.2 if you want to run on Win2K3, and be able to do customizations (the CRM 1.0 SOAP api's won't work on Win2K3 (some sort of security problem). Mike "John O'Donnell" <com-nospam> wrote in message news:%phx.gbl... a |
CRM and Blackberry Posted: 06 Feb 2004 11:24 AM PST Dana, Thank you for those links. Does anyone have any real world experience? Jared Affinigent, Inc. "Dana Martens" <com> wrote in message news:phx.gbl... http://www.sonomapartners.com/articles/microsoft-crm-isv-mobile-portal.aspx rights. cpmsftngxa07.phx.gbl!cpmsftngxa06.phx.gbl!TK2MSFTN GP08.phx.gbl!TK2MSFTNGP12. applications |
Fetch XML problem Posted: 06 Feb 2004 05:56 AM PST Hello. Thank you for this information. I will also open a support case in the next days about this problem. Regards, Oliver |