Microsoft CRM - General placement of CRM in enterprise |
- General placement of CRM in enterprise
- Can't get CRM Sales for Outlook to go offline
- Is CRM Sales for Outlook supported with Outlook 2003
- server doesn´t answer
- CRM Data Model
- Customizing the "NOTES" form ? Can we ?
- formatting Quotes
- Opinion on MS CRM
- Create Lead Problem
- Opportunity revenue estimate from quotes
General placement of CRM in enterprise Posted: 17 Sep 2004 08:31 PM PDT Try this out: http://www.stlu.com/attend/othercourse_gpu.asp?ugid=8dhla8yuOLPJ This is a free demo course that takes you through using the CRM sales module. It will probably give you a better feel for the application's features than any of the Microsoft documentation. After that, you might want to contact a partner in your local area that is CRM certified. They should be able to give you a live demo of the product. From your description of your in-house system, it sounds like CRM could be a good fit. Good luck... "Tom Heavey" wrote: |
Can't get CRM Sales for Outlook to go offline Posted: 17 Sep 2004 06:04 PM PDT Dear Matt, did you already have a solution, or are you trying again with Outlook 2003? Geetings Illi "Matt" <microsoft.com> schreef in bericht news:uFhn$phx.gbl... |
Is CRM Sales for Outlook supported with Outlook 2003 Posted: 17 Sep 2004 11:25 AM PDT I have corrected the problem through the brute force approach. I have reinstalled XP Pro and Office 2003 and the install went fine. Fortunately, I was at the very beginning of configuring my machine, so it wasn't much work lost. However, I am now faced with this error when I try to go offline: CRM Sales for Outlook cannot go offline. The logged on user does not have the sufficient privileges, or the Microsoft CRM server was not found. Also, I do not seem to be able to create CRM contacts/Appts/Tasks, etc. (i.e. cannot link them to CRM objects). Thanks, Matt "Peter Lynch" <com> wrote in message news:phx.gbl... set |
Posted: 16 Sep 2004 06:27 PM PDT But you need to first go into the IE browser and into the user admin from there to assign a license to your own userid. As I indicated, this is convered in the implementation guide. PS: BAD ETIQUITE TO SHOUT Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Fri, 17 Sep 2004 08:47:02 -0700, "Neto Sif" <microsoft.com> wrote: THANSK MATT, I DID NOT INSTALL THE CLIENTS YET, ONLY THE SERVER, THE MESSAGE THAT I TOLD YOU WAS ON THE CRM SERVER ADMIN, WHEN I TRY TO OPEN IT. WHAT I DO IS THE FOLLOW: ON THE SERVER 1 OPEN ALL PROGRAMS AT START MENU 2 GO TO THE CRM SERVER MENU 3 OPEN THE WORK FL ADMIN 4 ASK FOR THE DESTINATION CRM SERVER, SHOWS LOCAL HOST, I TRIED WITH LOCAL HOST, WITH THE NAME OF THE SERVER, BUT THEN APPEARS A MESSAGE "THE SERVER DOESN´T RESPOND, IS NOT AVIABLE OR IT IS NOT A CRM SERVER" AND IT CLOSES. NETO SIF "Matt Parks" wrote: |
Posted: 16 Sep 2004 01:37 PM PDT If you create a diagram in Enterprise Manager, it will show the FK references fro you automatically. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On 16 Sep 2004 13:37:01 -0700, "BryanK" <com> wrote: Does anyone know of a data model for the CRM databases? It would be great to know how each of the MSCRM tables are linked (primary keys) and table contents/data types when trying to create joined Crystal reports, SQL queries and Scribe links. Thanks. |
Customizing the "NOTES" form ? Can we ? Posted: 16 Sep 2004 12:58 PM PDT Here's some sample code to do it. It should be obvious where it needs to be pasted, once you've checked the asp file <tr> <td class="req">Title</td> <!--<td><cnt:AppTextInputControl id="subject" required maxlength="255" runat="server"/></td>--> <td><input name="subject" value="<%= DateTime.Now.ToString()%> - "></input></td> </tr> As you can see, the standard MS CRM code has been commented out, and replaced with a very simple text box which displays todays date/time as a default SouthStand "Matt Parks" wrote: |
Posted: 16 Sep 2004 09:19 AM PDT Thanks for the tip - found both the Crystal and the Word Template options- never saw these mentioned in MS documentation! Thanks Roger "Stephen Redmond" <ie> wrote in message news:%phx.gbl... |
Posted: 16 Sep 2004 07:26 AM PDT Hi Fred, In quick words, the software is in its first version (not quite stable). There is some problem with the MS CRM Email (GUID attached to the subject). There is no appointement sharing. MS CRM requires lots of prequesties software (Active Directory in Native Mode (XP and above), SQL Server and MS Exchange for emailing. There is also some problem that will be solved in 2.0 like activity customization and Interobject relationships. You can not set up security on certain fields of a MS CRM object; You can either see or not see the whole object. It is also impossible to have a user member of more than one sales territory. There is no activity pop up reminders in MS CRM Web Clients. MS CRM does not allow the capability to detect MS CRM Objects that have file attachements. You can not add a unlimited number of fields due to a SQL Server limitations. MS CRM is per nominative user so each MS CRM user requires a unique license. It is hard in MS CRM to enforce Cross Selling since you cannot have an advanced find on orders relating customers and products. It is also hard to link competitor to account. You can only link competitor to opportunities. MS CRM will only integrate with Great Plains 8.0 beginning December 2004 As for the advantages, MS CRM is extremely user friendly (The user will easily learn how to use it). MS CRM is a web application. MS CRM may be very easily custimized. MS CRM is a new product built under .NET so advanced custimization and integration is very powerful compared to other CRM Systems that have old software architectures and may not be customized. Hence, you will be able to customize detailed, specific and needed requirements through the SDK. Microsoft Support is remarkable concerning MS CRM. You can always excpet a reply or a phone call for MS Support in the same day you requested help. MS CRM is an extremely dynamic product (Because of MS). You can expect new features in Version 2.0 (Activity Management and Interrelationship objects) and customer portal in Version 3.0. In sumarry, consider MS CRM if you are Microsoft oriented in your IT Infrastructure and never pursue a MS CRM adventure without having a dedicated partner that is commited to delivery and support. If those two prerequistes are found, installing MS CRM will certainly be the right and lucrative action to do. Regards, "Antoine" <pipex.com> wrote in message news:supernews.com... http://www.microsoft.com/businessSolutions/Microsoft%20Customer%20Relationship%20Management/default.mspx you |
Posted: 14 Sep 2004 12:43 PM PDT Ensure that you are setting the proper servername "Matt Parks" <com> wrote in message news:com... it's should be run from wrote: |
Opportunity revenue estimate from quotes Posted: 13 Sep 2004 11:36 AM PDT Thanks Jason - I will give that a shot sometime soon. I'm not quite ready to start writing code for this yet, but should be soon. Thanks, Matt "Jason Hunt (MSFT)" <microsoft.com> wrote in message news:phx.gbl... rights. |
You are subscribed to email updates from TextNData Forums - Microsoft CRM To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
Google Inc., 20 West Kinzie, Chicago IL USA 60610 |