Microsoft CRM - Upgrade CRM 1.2 And Custom |
- Upgrade CRM 1.2 And Custom
- SFO and 500 Internal Server Error
- How configure exchange to convert all incoming emails in CRM activities?
- Account specific Crystal Report (from navbar)
- customization (repost)
- Workflow Help
- Picklist Default Values ?
- Correct Newsgroup for Navision Questions?
- Link contact to multiple accounts
- Associating Competitors to an Account
- Sales For Outlook crashing Hard.
- Customizing Activities\History LIst
- Powerpoint Picture Toolbar
- Problem removing license from user
- converting to accounts
- post action
- Synchronization problems with CRM 1.2 in Outook
- Can I do this or do I need BizTalk server?
Posted: 11 May 2004 11:37 AM PDT Thanks isv.config and web.config Everything else was left message |
SFO and 500 Internal Server Error Posted: 11 May 2004 09:26 AM PDT Yes, it works fine from the Web and on other users systems that it was previously installed on. Josh Neta "John" <com> wrote in message news:O7E%phx.gbl... rebuilding the have |
How configure exchange to convert all incoming emails in CRM activities? Posted: 11 May 2004 06:05 AM PDT This is the procedure to be able to receive email in the CRM. I want know who additional configure is necessary to convert ALL incoming emails to CRM activities. The router, by default, get only replys to emails activities, right? Or install the router is the unique procedure necessary to convert all incoming emails in activities? Thank you for pay attention and help me. []'s Vinícius Pitta Lima de Araújo I |
Account specific Crystal Report (from navbar) Posted: 11 May 2004 05:31 AM PDT a quick note: you will need a patch to be able to pass variables from the CRM browser the Crystal, just search CustomerSource, or browse this newsgroup, the direct link was given a while back -Gary "Gary" <NOSPAM.com> wrote in message news:uet%phx.gbl... the |
Posted: 11 May 2004 03:03 AM PDT Hi Joan: If you look in the SDK documentation under How to->Create a child business unit there is a step-by-step example of retrieving this info... John. "joan" <microsoft.com> wrote in message news:b4d201c43759$657a08d0$gbl... |
Posted: 10 May 2004 08:49 PM PDT We don't have anything nailed down for sure, but I know we will want to change things up a bit. I am just in the gathering info stage right now and are looking for better resources that what Microsoft provides in partner guides. |
Posted: 10 May 2004 01:33 PM PDT com (SuperSonic Steve) wrote in message news:<google.com>... Here's a potential solution that I found. Use the XSL stylesheets used to present the Opportunity forms (they're located under wwwroot in the _xslfiles folder) to navigate to the default value as its presented to the user, then use the Update method of the opportunity object to update the opportunity with that value. This has the effect of committing the default value to the opportunity, which is fine since that value already appears to the User as though it has been committed. If you don't hear back from me, then it worked. |
Correct Newsgroup for Navision Questions? Posted: 10 May 2004 01:31 PM PDT Thanks! I was entering this newsgroup through the MS website.. Didn't think to use a newsreader <com> wrote: Navision? Solutions |
Link contact to multiple accounts Posted: 10 May 2004 01:22 PM PDT Can I not add a custom one to many relation from contact to account. "kb" <microsoft.com> wrote in message news:<afa201c436d0$433bb360$gbl>... |
Associating Competitors to an Account Posted: 10 May 2004 12:24 PM PDT Thanks for the info ... we'll look into it. - Chad Weber |
Sales For Outlook crashing Hard. Posted: 10 May 2004 11:39 AM PDT Hi Rick: Ah, ok. Please be sure to post the solution! John. "Rick" <com> wrote in message news:phx.gbl... I debug? |
Customizing Activities\History LIst Posted: 10 May 2004 11:37 AM PDT Also, can get to the form by: Tasks: http://crm/tools/formeditor/formeditor.aspx? objecttypecode=134 To get to other forms, substitute the "134" above with the code below... ObjectTypeCode ObjectName 1 Account 2 Contact 3 Opportunity 4 Lead 5 Annotation 8 SystemUser 9 Team 10 BusinessUnit 112 Incident 121 WFProcess 122 WFProcessInstance 123 Competitor 126 DocumentIndex 127 KbArticle 129 Subject 130 CompetitorContact 132 BusinessUnitNewsArticle 134 Activity 135 ActivityParty 136 FaxActivity 137 PhoneCallActivity 138 EmailActivity 139 ChatActivity 140 IncidentResolutionActivity 141 LetterActivity 142 AppointmentActivity 145 OpportunityCloseActivity 146 QuoteCloseActivity 147 OrderCloseActivity 150 UserSettings 1001 ActivityMimeAttachment 1003 InternalAddress 1004 CompetitorAddress 1005 CompetitorContactAddress 1006 CompetitorProduct 1007 CompetitorRevenueReport 1010 Contract 1011 ContractDetail 1013 Discount 1016 KbArticleTemplate 1017 LeadAddress 1019 Organization 1021 OrganizationUI 1022 PriceLevel 1023 Privilege 1024 Product 1025 ProductAssociation 1026 ProductPriceLevel 1028 ProductSubstitute 1036 Role 1037 RoleTemplate 1038 SalesLiterature 1039 SavedQuery 1043 StringMap 1051 SystemUserLeadAssignment 1053 TeamLeadAssignment 1055 UoM 1056 UoMSchedule 1061 WFAction 1062 WFActionLog 1064 WFCondition 1065 WFEventLog 1066 WFParameter 1067 WFRule 1068 WFRuleLog 1069 WFStep 1070 SalesLiteratureItem 1071 CustomerAddress 1075 StatusMap 1080 DiscountType 1081 IncidentEntryActivity 1082 KbArticleComment 1083 OpportunityProduct 1084 Quote 1085 QuoteDetail 1086 UserFiscalCalendar 1088 SalesOrder 1089 SalesOrderDetail 1090 Invoice 1091 InvoiceDetail 2000 AnnualFiscalCalendar 2001 SemiAnnualFiscalCalendar 2002 QuarterlyFiscalCalendar 2003 MonthlyFiscalCalendar 2004 FixedMonthlyFiscalCalendar 2010 Template 2011 ContractTemplate 2012 UnresolvedAddress 2013 Territory 2014 MailingList 2020 Queue 2027 License 2028 TrackedItemHistory 2029 QueueItem 3000 IntegrationStatus |
Posted: 10 May 2004 11:23 AM PDT it's minimised. There should be a tiny line to the right of the screen drag on this and it should be the toolbar... |
Problem removing license from user Posted: 10 May 2004 11:06 AM PDT Peter, You can manually remove the record from the SystemUserLicense table, ut you should be careful to make sure you remove the correct record. You will need to lookup the userid in the SystemUserBase table. Matt Parks ---------------------------------------- ---------------------------------------- On Mon, 10 May 2004 11:56:07 -0700, "Peter" <microsoft.com> wrote: I tried that and it didnt work. As I said in my first message, I cannot remove the license from the user by using "-Manage Licenses, and remove licenses.". An exception occurs all the time, whether disabled or not. Any other recommendations? |
Posted: 10 May 2004 10:20 AM PDT Mike, The product has mappings to do this out of the box. When you convert the lead though, you need to create both an Account & a Contact. Matt Parks ---------------------------------------- ---------------------------------------- On Mon, 10 May 2004 13:20:00 -0400, "mikieg_99" <etypemedia.co.uk> wrote: Hi, When I convert from a lead or opportunity into an account, I lose all my contact info. Ideally I'd like to be able to map this directly into one of the contact records within the account. Is this possible? Thanks in advance! |
Posted: 10 May 2004 09:37 AM PDT Ron, There was no suggestion for your first question. What you want to do is not currently supported with CRM. Based on what you are saying, there also is no support for refreshing the screen in the manner you describe. Matt Parks ---------------------------------------- ---------------------------------------- On Tue, 11 May 2004 08:01:40 -0700, "Ron" <net> wrote: hi Matt, the thing is that in my application I validate the data that the user gave, and there are cases I delete the entry the user added.this is the reason I want to refresh the page (so the user will not see the entry he added since it had already been deleted). as for my first question, I didn't actually understand your suggestion: I trigger the application from the workflow but when I create a message box it doesn't display. anyhow, thank you very much. Ron "Matt Parks" <com> wrote in message news:com... back There is nothing is |
Synchronization problems with CRM 1.2 in Outook Posted: 08 May 2004 07:40 PM PDT Hi guys, Sorry for the lack of info. Here is the error message that I've captured. MSCRM Application Error report: Error Message: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Source File: Line Number: Stack Trace Info: at System.Web.UI.Page.HandleError (Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.Htt pApplicat ion+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) Hope this information is sufficient enough for you all to help me. Thanks Jeremy messages you get synchronization |
Can I do this or do I need BizTalk server? Posted: 08 May 2004 04:16 PM PDT Dave, If you get the Great Plains integration it comes with the BizTalk Partner Edition which only allows integration between 2 systems. However, for what you have described, you may need BizTalk. You can write code against CRM w/o BizTalk and perform integration logic. There are some sample articles at msdn.microsoft.com/businesssolutions. Also, check out the SDK while you're there. It will give you some samples of how you can add pages to CRM to display info from another DB. Matt Parks ---------------------------------------- ---------------------------------------- On Sat, 8 May 2004 16:16:21 -0700, "David F" <ru> wrote: I am confused: does the Professional version of CRM have a "built-in" version of the BizTalk server engine so that CRM can integrate/map with external data? Or must BizTlak server be purchased separately? Our goal is to use the CRM SDK to build custom forms in CRM that can access time and billing information stored in SQL Server 2000. We will need to map users and contacts in CRM to employees and clients in SQL Server and allow the CRM users to view time charged to their clients in a custom CRM form. Thanks for any input Dave |
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