ACT and CRM

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- Previous
  - 1
    - How to forbid to export reocrds to MS EXCEL file For each screen has an button provide function to export current data to an MS EXCEL file. Dose anybody know how to disable this button for specific users. Tag: ACT and CRM Tag: 10528
  - 2
    - Connect discount list How do i connect discount list to product or price lists ? I didnt find any place where I can use the discount list . Tag: ACT and CRM Tag: 10527
  - 3
    - Front End Back End Question Hello All, We are currently using a Goldmine/Quickbooks setup with the GM Link to QB. We are looking seriously at MS CRM Sales Pro as a front end but feel that Great Plains is a bit of overkill for the back end. Is there anyway to get CRM Sales Pro to be on speaking terms with QB Pro 2004 so that we can link invoices, pos and estimates to contact records? Any and all comments and suggestions will be greatly appreciated. Tag: ACT and CRM Tag: 10516
  - 4
    - CRM sdk 1.2 published http://msdn.microsoft.com/library/default.asp?url=/library/en-us/crmsdk1_2/htm/v1d2microsoftcrmversion12sdk.asp Tag: ACT and CRM Tag: 10515
  - 5
    - ***Error*** Failed to download XSL template files from Web Server I just started receiving the following error: ***Error*** Failed to download XSL template files from Web Server I can't seem to find any reference to the root cause of this anywhere. Have any of you encountered this error before? What was the resolution? Thanks for your help. Tag: ACT and CRM Tag: 10512
  - 6
    - Event ID: 5892 I am receiving the following error in my application event log on my exchange server related to CRM. Is this anything I need to be concerned about &/or how can I fix this problem Event Type: Error Event Source: CrmExchangeQueueService Event Category: None Event ID: 5892 Date: 12/29/2003 Time: 4:30:26 PM User: N/A Computer: W2K-AS-11 Description: The description for Event ID ( 5892 ) in Source ( CrmExchangeQueueService ) cannot be found. The local computer may not have the necessary registry information or message DLL files to display messages from a remote computer. You may be able to use the /AUXSOURCE= flag to retrieve this description; see Help and Support for details. The following information is part of the event: Apc.alis has been dubbed the week.end p.i.l.l ahrdejsj jnsr v. Tag: ACT and CRM Tag: 10507
  - 7
    - contacts import Its looks like the "company" field in the outlook contacts does not import into crm when you import contacts from outlook to crm. this is imortant for me because i am going to make an account for each company and link the contacts to an account according to their company. any ideas thanks Tag: ACT and CRM Tag: 10506
  - 8
    - Event ID: 5895 I am receiving the following error in my application event log, can anyone tell me what this is? and or how to fix the problem if there is one? ********************************************************* Event Type: Error Event Source: MSCRMDeletionService Event Category: None Event ID: 5895 Date: 12/12/2003 Time: 10:32:17 PM User: N/A Computer: ISLANDGUY Description: Error: Can't clean up the following tables: Activity. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. ********************************************************* Tag: ACT and CRM Tag: 10501
  - 9
    - DATE CALC Hi, I was wondering if it is possible to set up a formula in a where you would enter a date ex. 01/01/03) in the first cell and if the second cell would calculate the next month (02/01/2003). Any help would be greatly appreciated! Thanks. Dave Tag: ACT and CRM Tag: 10498
  - 10
    - Error 1053. I have CRM 1.0 installed and was working for some time now until I installed CRM for outlook on the same server to be used for Terminal Services Clients. I understand that it is not supported and now cannot start the Microsoft CRM Security Service. I uninstalled the CRM for outlook but same results. Can anyone give me an Idea as to how I can fix this without uninstalling CRM again. Thanks in Advance Len Tag: ACT and CRM Tag: 10494
  - 11
    - ACT to CRM: DMF or Scribe? Has anybody used the Data Migration Framework to migrate ACT! data to CRM? Are you able to get other anything other than simple contact info, such as Notes or Activity History? I suppose another question would be is there a DMF that works for CRM 1.2? I'm pitching Scribe but the client wants to know why DMF won't suffice. Thanks! Dave Tag: ACT and CRM Tag: 10493
  - 12
    - Save you changes Found an annoying bug in the KB Manager. Often when adding new KB articles, once the article is published, I still get a dialog box asking me if I want to save my changes. There is no way to edit or save a published article (except to unpublish it first). Even after I unpublish and repeatedly save the article I continue to get this dialog box asking me "Are you sure you want to navigate away from this page?" Once you save and publish and article this warning should never happen. Tag: ACT and CRM Tag: 10492
  - 13
    - View more than 100 records at a time? Hello, is there any way to view more than 100 records at time? If we want to apply an action to a few thousand people, is there any way to do so all at once, instead of having to do the action to the first 100, then the second page of 100, then the third and so on? You can email to all records on all pages through the CRM, however, this feature is not available through the Sales for Outlook Client. We must use the Outlook Client as we do other mail merges (paper letters, envelopes, labels, as well as emails) on a regular basis. But the process is quite cumbersome! Any help? Thanks, -James Tag: ACT and CRM Tag: 10491
  - 14
    - Mail Merge from Sales for Outlook Client Hello, I am trying to perform a mail merge with the Sales for Outlook Client. It works well for email merging, and records an activity in the associated records. However, when merging any other type of document, an activity is recorded with the title "Word Mail Merge". I would like a more descriptive activity subject to appear, "2004 conference follow up" for example, or whatever I specify. How do I set the name of the activity subject to be recorded into the corresponding CRM records when using the mail merge feature through Outlook? Thanks, -James Tag: ACT and CRM Tag: 10490
  - 15
    - Modify CRM's Crystal Report Filtering How would you modify the 'report filtering' to add a field to the dropdown list box? Is this controlled by Crystal or by CRM? Thanks. Tag: ACT and CRM Tag: 10486
  - 16
    - Cannot change order state Hello, Can anybody tell me why i cannot change order state? I create order, its state is Active Then i create invoice, and close it with Paid is full but state of my order does not change (i use test version of MS CRM) Marina Milanina Tag: ACT and CRM Tag: 10485
  - 17
    - Using Windows Service and CRM Happy Holidays, All! This isn't covered in the SDK, that I can see, but we have a service running that needs to query the CRM database (using the SDK) - but it is running on an application server out side of CRM. We can do this with impersonation, using an existing user in CRM - but the password needs to be hardcoded that way - making it necessary to revisit the applicatin every 90 days... Any other thoughts on how to run a windows service against CRM? Thanks! Kristina Tag: ACT and CRM Tag: 10483
  - 18
    - CRM Email I have successfully installed the email router, and i was able to send emails from crm and successfully receive them (both to company domain and outside clients). I have noticed though: 1. when i send email activity to CRM users (CRMEmailEnabled attribute assigned), they do not receive this in their queue - actually the application should generate another activity appending CRMxxxx to the subject line which doesn't happen in this case 2. Internal mails (company domain) We can not send emails to CRM. I have followed the steps in the guide, created a queue...everything and i am still unable to get it. can anyone help me please? should i uninstall the router and install it again? Shereen Tag: ACT and CRM Tag: 10482
  - 19
    - 'Can't Create Database' Error Message. Trying to Install CRM 1.2 in a test environment using one 2003 server with sql 2000 sp3 installed. (just one server - no seperate SQL box) All prereq's are installed. i enter all the details and select the sql box i want to install to and get to the point were CRM is ready to install, i click 'Next' and after 3 seconds i get the error box 'Can't create database installation failed.' here is an extract from the install log file. [16:11:34] ===========>Database Creation Step [16:11:34] Setup was unable to create the Microsoft CRM databases. [16:11:36] ===========> Microsoft CRM Server setup completed: 12/29/2003 16:11:36 : 0x80004005 i have tried creating a new user 'CRMinstall' which is a domain admin and has database create permissions on SQL but i still get the same error. the only other thing i can say is that im using the UK locale. also this one box was built fresh for this install. Thanks for your help in advance. Tag: ACT and CRM Tag: 10481
  - 20
    - Source hi Is there any way to view the renderd source of the crm page??? (the HTML source) :) Jack Tag: ACT and CRM Tag: 10478
  - 21
    - Help!, Adding Custom Forms in CRM HI Mike, I guess, you have very good exposure to the forms customization in CRM. Could u please help me with this issue. I have a list of products in a seperate database outside CRM. The quantity on hand field in that database is real. Now what I really need is to have a button or toolbar item on the OrderProducts form to Check for availability of the product. I do have the product GUID in the external table. I will have get the currently selected product's guid from orderproduct screen and pass this to a custom aspx page. This custom aspx page will find the available qty and show that information to the user. I tried to add a custom toolbar button to orderproduct child form. But CRM Customization allows only buttons to the SalesOrder form, not to the child form. so the questions are: 1. how to get the value of any field in the active crm form and pass this to a new custom aspx. (the objecttype and objectcode are passed by default, but how to pass other fields) 2. I want to call the Product Lookup form from my custom page. what all things need to be done inorder to invoke the lookupsingle.aspx? Thanks in advance Rojer Tag: ACT and CRM Tag: 10477
  - 22
    - CRM Sales for Outlook 1.2 Hi! We are using mscrm 1.2 successfully for a while now (no mail router, no outlook client). Now we tried to integrate it into our exchange environment using the outlook client. Online is working fine but the offline functionality isn't working. Obviously the local msde- database is not getting any data. The error message is: "Metadata-Cache error, No entity!" The log says: MSCRM Platform Error Report: ---------------------------------------------------------- ---------------------------------------------- Error: Exception from HRESULT: 0x80040E00. Error Message: Exception from HRESULT: 0x80040E00. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available 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.HttpApplica tion+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) Has anyone any idea to get the client working? Thank you very much! Chris Tag: ACT and CRM Tag: 10476
  - 23
    - SQL Why does Small Business Server say it doenst support SQL when trying to load it? Tag: ACT and CRM Tag: 10475
  - 24
    - CRM Sales for Outlook 1.2 connection problem. I successfully installed CRM Sales for Outlook 1.2 on my laptop with Office 2003. I can connect to the database and see the contact and lead names in the Outlook browser window but when I try to open up a record, I receive an error stating "An error has occurred. For more information, contact your system administrator." The Event Viewer has the following application error 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.HttpApplication+IExecutionStep.Execute( at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp I also cannot "Go Offline" in Outlook and receive an error message stating: "CRM Sales for Outlook cannot go offline. The logged on user does not have sufficient privileges, or the Microsoft CRM server was not found." I am a domain admin with admin privileges on the local machine so I don't think it's a security issue. I can also connect to the CRM server using IE without any trouble from the same laptop computer. I have uninstalled and reinstalled three times. I'm stumped! Any ideas? Thanks! Tag: ACT and CRM Tag: 10471
  - 25
    - A question Can someone tell me Tag: ACT and CRM Tag: 10469
- Next
  - 1
    - any bangalorians working in MS-CRM, Urgent Help..... Hi, I am Richard working in bangalore and I have started working in MSCRM. If any one works in MSCRM in bangalore i request you to send me mail for the below id, so that i can clear my doubts regarding integrations with MSCRM. My mail id is : pio_richard@yahoo.com Regards, Richard I.P Tag: ACT and CRM Tag: 10468
  - 2
    - CRM site won't 'start' after install Hi, I've installed MS CRM Server 1.2 on a machine running Windows Server 2003, with IIS (MSMQ, DTC etc.), MS SQL Server 2000 SP3 and all other pre-requisites. The installation program runs through as it should an I get a message saying CRM Server was successfully installed. However, when I browse to http://localhost or http://machine_name I get an HTTP 403 error saying 'You are not authorized to view this page'. I have followed the instructions in the Implementation Guide, and the next step for me would be to install the CRM e-mail router on the Exchange server. When I try this and point the installation program to the CRM machine I'm told the server is not a CRM server. I have not completed the steps regarding configuring users and queues and have not added users to MS CRM, as these steps according to the Implementation Guide come AFTER installing the e-mail router. On the CRM Server machine I had Windows SharePoint Services and SharePoint Portal Server installed before installing MS CRM. The SharePoint sites still work properly. I have rebooted and checked that all application pools, web sites and services are running. What can possibly be wrong? Any help highly appreciated! Jørn Tag: ACT and CRM Tag: 10467
  - 3
    - How to solve money problems GREAT WAY TO MAKE MONEY-READ THIS!!!!!! =20 Saturday 27 December 2003=20 HOW TO TURN $6 INTO $6,000!!!!!! READING THIS COULD CHANGE YOUR LIFE! I found this on a bulletin board and decided to try=20 it. A little while back, I was browsing through newsgroups, just=20 like you are now, and came across an article similar to this that said=20 you could make thousands of dollars within weeks with only an=20 initial investment of $6.00! So I thought, Yeah right, this must be a=20 scam,but like most of us, I was curious, so I kept reading.=20 Anyway, it said that you send US$1.00(if outside USA change to US=20 currency) to each of the 6 names and address stated in the article (below). You then place your own name and address in the=20 bottom of the list at #6, and post the article in at least 200=20 newsgroups. (There are thousands) No catch, that was it. So=20 after thinking it over, and talking to a few people first, I thought=20 about trying it. I figured: what have I got to lose except 6 stamps and=20 $6.00, right? Then I invested the measly $6.00. Well GUESS=20 WHAT!!... within 7 days, I started getting money in the mail!=20 I was shocked! I figured it would end soon, but the money just kept=20 coming in. In my first week, I made about $25.00. By the end of the=20 second week I had made a total of over $1,000.00! In the third week I=20 had over $10,000.00 and it's still growing. This is now my=20 fourth week and I have made a total of just over $42,000.00 and it's=20 still coming in rapidly. It's certainly worth $6.00, and 6 stamps, I=20 have spent more than that on the lottery!! Let me tell you how this=20 works and most importantly, why it works....Also, make sure you=20 print a copy of this article NOW, so you can get the information off of=20 it as you need it. I promise you that if you follow the directions=20 exactly, that you will start making more money than you thought=20 possible by doing something so easy! Suggestion: Read this entire message carefully!=20 (print it out or download it.) Follow the simple directions and watch=20 the money come in! It's easy. It's legal. And, your investment is only=20 $6.00 (Plus postage) IMPORTANT: This is not a rip-off; it is not=20 indecent; it is not illegal; and it is virtually no risk - it really=20 works!!!! If all of the following instructions are adhered to,=20 you will receive extraordinary dividends. PLEASE NOTE: Please follow these directions EXACTLY, and $50,000=20 or more can be yours in 20 to 60 days. This program remains=20 successful because of the honesty and integrity of the participants.=20 Please continue its success by carefully adhering to the instructions. You will now become part of the Mail Order business.=20 In this business your product is not solid and tangible, it's a=20 service. You are in the business of developing Mailing Lists. Many large=20 corporations are happy to pay big bucks for quality lists. However,=20 the money made from the mailing lists is secondary to the income=20 which is made from people like you and me asking to be included in that=20 list. Here are the 4 easy steps to success: STEP 1: Get 6 separate pieces of paper and write the=20 following on=20 each piece of paper;PLEASE PUT ME ON YOUR MAILING=20 LIST. Now get 6 US $1.00 bills and place ONE inside EACH of=20 the 6 pieces of paper so the bill will not be seen through the=20 envelope (to prevent thievery). Next, place one paper in each of the 6=20 envelopes and seal them. You should now have 6 sealed envelopes, each=20 with a piece of paper stating the above phrase, your name and=20 address, and a $1.00 bill. What you are doing is creating a service. THIS=20 IS ABSOLUTELY LEGAL! You are requesting a legitimate service and=20 you are paying for it! Like most of us I was a little skeptical and a=20 little worried about the legal aspects of it all. So I checked it=20 out with the U.S. Post Office (1-800-725-2161) and they confirmed that=20 it is indeed legal! Mail the 6 envelopes to the following=20 addresses: #1) Jeff Millan 1113 N. 19 =BD McAllen,TX 78501 #2) R. Overton P.O. Box 18818 So. Lake Tahoe, CA 96151 #3) KEVIN LEE 8377 APT. I MONTGOMERY RUN RD. ELLICOTT CITY MD 21043 #4) Dion Davis 3 Brouder Pl Manurewa, Auckland 1008 New Zealand=20 #5) Matt Madracki P.O. Box 1529 Sutton West, Ontario L0E 1R0 #6) Meka Tokarta 102 Wharf Rd Te Atatu, Auckland 1008 New Zealand 1008 STEP 2: Now take the #1 name off the list that you=20 see above, move the other names up (6 becomes 5, 5 becomes 4,=20 etc...) and add YOUR Name as number 6 on the list. STEP 3: Change anything you need to, but try to keep=20 this article as close to original as possible. Now, post your=20 amended article to at least 200 newsgroups. (I think there are close to=20 24,000 groups) All you need is 200, but remember, the more you post,=20 the more money you make! This is perfectly legal! If you have any doubts,=20 refer to Title 18 Sec. 1302 & 1341 of the Postal lottery laws. Keep a copy of these steps for yourself and,=20 whenever you need money, you can use it again, and again. PLEASE REMEMBER that this program remains successful=20 because of the honesty and integrity of the participants and by=20 their carefully adhering to the directions. Look at it this way. If=20 you are of integrity, the program will continue and the money=20 that so many others have received will come your way. NOTE: You may want to retain every name and address=20 sent to you, either on a computer or hard copy and keep the notes=20 people send you. This VERIFIES that you are truly providing a=20 service. (Also, it might be a good idea to wrap the $1 bill in dark paper to=20 reduce the risk of mail theft.) So, as each post is downloaded and the directions=20 carefully followed, six members will be reimbursed for their=20 participation as a List Developer with one dollar each. Your name will move=20 up the list geometrically so that when your name reaches the #1=20 position you will be receiving thousands of dollars in CASH!!! What an=20 opportunity for only $6.00 ($1.00 for each of the first six people=20 listed above) Send it now, add your own name to the list and you're in=20 business! ---DIRECTIONS ----- FOR HOW TO POST TO NEWSGROUPS---- -------- Step 1) You do not need to re-type this entire=20 letter to do your own posting. Simply put your cursor at the beginning of=20 this letter and drag your cursor to the bottom of this document, and=20 select 'copy' from the edit menu. This will copy the entire letter=20 into the computer's memory. Step 2) Open a blank 'notepad' file and place your=20 cursor at the top of the blank page. From the 'edit' menu=20 select 'paste'. This will paste a copy of the letter into notepad so that you=20 can add your name to the list.=20 Step 3) Save your new notepad file as a .txt file. If you want to do your postings in different settings,=20 you'll always have this file to go back to. Step 4) Use Netscape or Internet explorer and try=20 searching for various newsgroups (on-line forums, message boards,=20 chat sites, discussions.) Step 5) Visit these message boards and post this=20 article as a new message by highlighting the text of this letter and=20 selecting paste from the edit menu. Fill in the Subject, this will=20 be the header that everyone sees as they scroll through the list of=20 postings in a particular group, click the post message button.=20 You're done with your first one! Congratulations...THAT'S IT! All you=20 have to do is jump to different newsgroups and post away, after=20 you get the hang of it, it will take about 30 seconds for each=20 newsgroup!=20 **REMEMBER, THE MORE NEWSGROUPS YOU POST IN, THE=20 MORE MONEY YOU WILL MAKE!! BUT YOU HAVE TO POST A MINIMUM OF 200**=20 That's it! You will begin receiving money from=20 around the world within days! You may eventually want to=20 rent a P.O.Box due to the large amount of mail you will receive. If you wish to stay anonymous, you can invent a name to=20 use, as long as the postman will deliver it.=20 **JUST MAKE SURE ALL THE ADDRESSES ARE CORRECT.** Now the WHY part: Out of 200 postings, say I receive only 5 replies (a=20 very low example). So then I made $5.00 with my name at #6=20 on the letter. Now, each of the 5 persons who just sent me $1.00 make the MINIMUM 200 postings, each with my name at #5 and only 5 persons=20 respond to each of the original 5, that is another $25.00 for me,=20 now those 25 each make 200 MINIMUM posts with my name at #4 and only 5=20 replies each, I will bring in an additional $125.00! Now, those 125=20 persons turn around and post the MINIMUM 200 with my name at #3=20 and only receive 5 replies each, I will make an additional $626.00! OK,=20 now here is the fun part, each of those 625 persons post a MINIMUM=20 200 letters with my name at #2 and they each only receive 5 replies,=20 that just made me $3,125.00!!! Those 3,125 persons will all deliver=20 this message to 200 newsgroups with my name at #1 and if still 5 persons=20 per 200 newsgroups react I will receive $15,625,00! With an=20 original investment of only $6.00! AMAZING! When your name is=20 no longer on the list, you just take the latest posting in the=20 newsgroups, and send=20 out another $6.00 to names on the list, putting your=20 name at number 6 again. And start posting again. The thing to=20 remember is: do you realize that thousands of people all over the world=20 are joining the internet and reading these articles everyday?, JUST=20 LIKE YOU are now!! So, can you afford $6.00 and see if it really=20 works?? I think so... People have said, &quote;what if the plan is=20 played out and no one sends you the money? So what! What are the=20 chances of that happening when there are tons of new honest users=20 and new honest people who are joining the internet and newsgroups=20 everyday and are willing to give it a try? Estimates are at 20,000 to=20 50,000 new users, every day, with thousands of those joining=20 the actual internet.=20 Remember: play FAIRLY and HONESTLY and this will=20 really work. Tag: ACT and CRM Tag: 10464
  - 4
    - CRM 1.2 in UK on Windows2003 Hi Could someone confirm that the MSDN 1.2 does install on Windows2003 Servers in UK locale? I keep getting 'unable to create databases' Many thanks Paul... Tag: ACT and CRM Tag: 10462
  - 5
    - scanning handwriten document into editable digital document Just like voicve recognition software that converts voice text into editable digital document, searching for software that will do some akin, but instead of being voice data its handwritten document to be scanned into editable text document. Juan E. Jimenez itsi@prtc.net San Juan, Puerto Rico Tag: ACT and CRM Tag: 10459
  - 6
    - Cannot create users I just recently installed SBS2003. I have had CRM since the end of novemeber and was going to install it on this new server once it was built. Everything installed fine until I went to create a user. I am logged on as administrator and I try to access the site to create user. I get am error trying to open the site in order to add a license to the user. I cant even go trough the deployment manager to add a user because it tells me I do not have sufficient privileges. Has anybody run into this problem and had found a work around? Just for technical purposes I am running SBS2003 on a clean install and CRM 1.0. I do realize that CRM 1.0 is not meant for 2003 and that 1.2 should correct any errors. But i dont think I will be receiving my copy of 1.2 until February. Does anyone have any suggestions? Tag: ACT and CRM Tag: 10458
  - 7
    - CRM and Outlook Integration Hello All We've recently installed CRM 1.2 and the first thing that struck me was that scheduling an appointment in CRM did not place the appoitment in my Outlook calendar? Is this what the Outlook CRM Client does or have we setup CRM incorrectly? I would have expected CRM to use the same calendar as Outlook? Tag: ACT and CRM Tag: 10457
  - 8
    - CRM v1.2 a/b/c Microsoft support claims that there are v1.2a, v1.2b, v1.2c. "c" obviously being the latest/greatest and is the version customers will receive on CD in January. Anyone know which a/b/c the MSDN version is? -- John O'Keefe Fine Point Technologies, Inc. 139 Centre Street, 6th Floor New York, New York 10013-4408 email: jokeefe-mobile@finepoint.com phone: +1.212.962.7410 fax: +1.212.962.7404 web: http://www.finepoint.com Tag: ACT and CRM Tag: 10456
  - 9
    - Reports description Where can I find a description of all reports in MS CRM ? Tag: ACT and CRM Tag: 10455
  - 10
    - CRM Migration from One Business Unit to Other Hi, We have a MS CRM Server with MSDN Subscribtion Licenses for testing, during that we imported some of OutLook Contacts and some other records are created in CRM Server . After Testing we decided that we will purchase CRM Licenses, but what i want to know is that can import this records(Leads, Accounts and Contacts) in New Ms CRM Server installation with our company Business Unit Licenses? Thanks in advance. Mushtaq Tag: ACT and CRM Tag: 10454
  - 11
    - CRM 1.2 pro or standard does anyone know if the action pack release of 1.2 will be standard or professional? Also, is the msdn universal version pro or standard? Tag: ACT and CRM Tag: 10452
  - 12
    - How to turn $6 into $6,000 !!!!!!! HOW TO TURN $6 INTO $6,000!!!!!! READING THIS COULD CHANGE YOUR LIFE! I found this on a bulletin board and decided to try it. A little while back, I was browsing through newsgroups, just like you are now, and came across an article similar to this that said you could make thousands of dollars within weeks with only an initial investment of $6.00! So I thought, Yeah right, this must be a scam,but like most of us, I was curious, so I kept reading. Anyway, it said that you send $1.00 to each of the 6 names and address stated in the article. You then place your own name and address in the bottom of the list at #6, and post the article in at least 200 newsgroups. (There are thousands) No catch, that was it. So after thinking it over, and talking to a few people first, I thought about trying it. I figured: what have I got to lose except 6 stamps and $6.00, right? Then I invested the measly $6.00. Well GUESS WHAT!!... within 7 days, I started getting money in the mail! I was shocked! I figured it would end soon, but the money just kept coming in. In my first week, I made about $25.00. By the end of the second week I had made a total of over $1,000.00! In the third week I had over $10,000.00 and it's still growing. This is now my fourth week and I have made a total of just over $42,000.00 and it's still coming in rapidly. It's certainly worth $6.00, and 6 stamps, I have spent more than that on the lottery!! Let me tell you how this works and most importantly, why it works....Also, make sure you print a copy of this article NOW, so you can get the information off of it as you need it. I promise you that if you follow the directions exactly, that you will start making more money than you thought possible by doing something so easy! Suggestion: Read this entire message carefully! (print it out or download it.) Follow the simple directions and watch the money come in! It's easy. It's legal. And, your investment is only $6.00 (Plus postage) IMPORTANT: This is not a rip-off; it is not indecent; it is not illegal; and it is virtually no risk - it really works!!!! If all of the following instructions are adhered to, you will receive extraordinary dividends. PLEASE NOTE: Please follow these directions EXACTLY, and $50,000 or more can be yours in 20 to 60 days. This program remains successful because of the honesty and integrity of the participants. Please continue its success by carefully adhering to the instructions. You will now become part of the Mail Order business. In this business your product is not solid and tangible, it's a service. You are in the business of developing Mailing Lists. Many large corporations are happy to pay big bucks for quality lists. However, the money made from the mailing lists is secondary to the income which is made from people like you and me asking to be included in that list. Here are the 4 easy steps to success: STEP 1: Get 6 separate pieces of paper and write the following on each piece of paper;PLEASE PUT ME ON YOUR MAILING LIST. Now get 6 US $1.00 bills and place ONE inside EACH of the 6 pieces of paper so the bill will not be seen through the envelope (to prevent thievery). Next, place one paper in each of the 6 envelopes and seal them. You should now have 6 sealed envelopes, each with a piece of paper stating the above phrase, your name and address, and a $1.00 bill. What you are doing is creating a service. THIS IS ABSOLUTELY LEGAL! You are requesting a legitimate service and you are paying for it! Like most of us I was a little skeptical and a little worried about the legal aspects of it all. So I checked it out with the U.S. Post Office (1-800-725-2161) and they confirmed that it is indeed legal! Mail the 6 envelopes to the following addresses: #1)Jonathon Knox 2836 Irving St Riverside, Ca 92504 #2) Adriana Isabell 1790 Locust Street Norristown, PA 19401 #3) Andrew Burke 11 Victoria Place Princeton Junction, NJ 08550 #4) T.J. Quillin 440 Capri Way, NE St. Petersburg, FL 33704 #5) Cole McNeal P.O. Box 500995 Atlanta, GA 31150 #6) Gregg Whiting 1027 W. 105th ST. Los Angeles, CA 90044 STEP 2: Now take the #1 name off the list that you see above, move the other names up (6 becomes 5, 5 becomes 4, etc...) and add YOUR Name as number 6 on the list. STEP 3: Change anything you need to, but try to keep this article as close to original as possible. Now, post your amended article to at least 200 newsgroups. (I think there are close to 24,000 groups) All you need is 200, but remember, the more you post, the more money you make! This is perfectly legal! If you have any doubts, refer to Title 18 Sec. 1302 & 1341 of the Postal lottery laws. Keep a copy of these steps for yourself and, whenever you need money, you can use it again, and again. PLEASE REMEMBER that this program remains successful because of the honesty and integrity of the participants and by their carefully adhering to the directions. Look at it this way. If you are of integrity, the program will continue and the money that so many others have received will come your way. NOTE: You may want to retain every name and address sent to you, either on a computer or hard copy and keep the notes people send you. This VERIFIES that you are truly providing a service. (Also, it might be a good idea to wrap the $1 bill in dark paper to reduce the risk of mail theft.) So, as each post is downloaded and the directions carefully followed, six members will be reimbursed for their participation as a List Developer with one dollar each. Your name will move up the list geometrically so that when your name reaches the #1 position you will be receiving thousands of dollars in CASH!!! What an opportunity for only $6.00 ($1.00 for each of the first six people listed above) Send it now, add your own name to the list and you're in business! ---DIRECTIONS ----- FOR HOW TO POST TO NEWSGROUPS--- --------- Step 1) You do not need to re-type this entire letter to do your own posting. Simply put your cursor at the beginning of this letter and drag your cursor to the bottom of this document, and select 'copy' from the edit menu. This will copy the entire letter into the computer's memory. Step 2) Open a blank 'notepad' file and place your cursor at the top of the blank page. From the 'edit' menu select 'paste'. This will paste a copy of the letter into notepad so that you can add your name to the list. Step 3) Save your new notepad file as a .txt file. If you want to do your postings in different settings, you'll always have this file to go back to. Step 4) Use Netscape or Internet explorer and try searching for various newsgroups (on-line forums, message boards, chat sites, discussions.) Step 5) Visit these message boards and post this article as a new message by highlighting the text of this letter and selecting paste from the edit menu. Fill in the Subject, this will be the header that everyone sees as they scroll through the list of postings in a particular group, click the post message button. You're done with your first one! Congratulations...THAT'S IT! All you have to do is jump to different newsgroups and post away, after you get the hang of it, it will take about 30 seconds for each newsgroup! **REMEMBER, THE MORE NEWSGROUPS YOU POST IN, THE MORE MONEY YOU WILL MAKE!! BUT YOU HAVE TO POST A MINIMUM OF 200** That's it! You will begin receiving money from around the world within days! You may eventually want to rent a P.O.Box due to the large amount of mail you will receive. If you wish to stay anonymous, you can invent a name to use, as long as the postman will deliver it. **JUST MAKE SURE ALL THE ADDRESSES ARE CORRECT.** Now the WHY part: Out of 200 postings, say I receive only 5 replies (a very low example). So then I made $5.00 with my name at #6 on the letter. Now, each of the 5 persons who just sent me $1.00 make the MINIMUM 200 postings, each with my name at #5 and only 5 persons respond to each of the original 5, that is another $25.00 for me, now those 25 each make 200 MINIMUM posts with my name at #4 and only 5 replies each, I will bring in an additional $125.00! Now, those 125 persons turn around and post the MINIMUM 200 with my name at #3 and only receive 5 replies each, I will make an additional $626.00! OK, now here is the fun part, each of those 625 persons post a MINIMUM 200 letters with my name at #2 and they each only receive 5 replies, that just made me $3,125.00!!! Those 3,125 persons will all deliver this message to 200 newsgroups with my name at #1 and if still 5 persons per 200 newsgroups react I will receive $15,625,00! With an original investment of only $6.00! AMAZING! When your name is no longer on the list, you just take the latest posting in the newsgroups, and send out another $6.00 to names on the list, putting your name at number 6 again. And start posting again. The thing to remember is: do you realize that thousands of people all over the world are joining the internet and reading these articles everyday?, JUST LIKE YOU are now!! So, can you afford $6.00 and see if it really works?? I think so... People have said, &quote;what if the plan is played out and no one sends you the money? So what! What are the chances of that happening when there are tons of new honest users and new honest people who are joining the internet and newsgroups everyday and are willing to give it a try? Estimates are at 20,000 to 50,000 new users, every day, with thousands of those joining the actual internet. Remember: play FAIRLY and HONESTLY and this will really work. Tag: ACT and CRM Tag: 10451
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    - Hard drive space for MSCRM 25 users Hi: What is a good hd size for the new MSCRM installation w/ SQL on a box? There will be 25 users and the company will really only start w/ 25 Account records. Do Tag: ACT and CRM Tag: 10450
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    - MSCRM heavy on log files? Hi: I heard that MSCRM needs a lot of disk space due to log files that are generated. ARe these the sql log files or the windows system log files? What's the best place (disk) to put these for optimum performance? Thanks, Do Tag: ACT and CRM Tag: 10449
  - 15
    - Migration Axapta CRM to MS CRM Hi, anyone experience with migration van Axapta CRM to MS CRM 1.2 ? thx Tag: ACT and CRM Tag: 10440
  - 16
    - Notes view I would like to have the ability to change how notes appear in a case. For example, instead of only seeing the title of the note, I would like to add by who, and the date so they both appear when viewing notes history. Does CRM allow you to do this. I haven't found where it does. Thanks Tag: ACT and CRM Tag: 10439
  - 17
    - CRM: User Guide or Training material Hello, can somebody tell me if there is a downloadable version of the CRM User Guide or a training material. I will install and use it, but before I would like to have a material that would accelerate the learning cycle. Thanks Jeff Tag: ACT and CRM Tag: 10438
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    - Re-assign the records from one user to another Hello, I know that it should be option to re-assign the records on the 'User Definition' screen (under Actions), but when I go into this screen with the SysAdmin role, I don't have this option. Any ideas? Regards, Inna. Tag: ACT and CRM Tag: 10437
  - 19
    - Web Application integration Hi, I am new to MSCRM and i went thru sdk and got the idea about the object hierarchies now i have started implementation. and as an initial task i have planned to integrate into MS CRM from an external web application for example.. creating contacts, accounts, leads and opportunities by updating data through the SDK. I want little guidence to do this. If possible pls send me the code snippets or just refer me a good site to do this. Regards, Pio Tag: ACT and CRM Tag: 10435
  - 20
    - URGENT Hi, I want to integrate my web application inside MSCRM. is there any samples or do recommand a site for this activity Tag: ACT and CRM Tag: 10432
  - 21
    - Problem since upgrading to CRM 1.2 Ever since we upgrade to CRM 1.2 we can no longer create new leads, contacts, accounts, etc. When you try it opens the new window to add in but nothing appears except a message saying that an Error has occured and either Try Again or Close. We can create new activities however. We have checked the event logs on the CRM server and nothing shows up. Does anyone have any ideas? Thank you in advance. Tag: ACT and CRM Tag: 10425
  - 22
    - Exchange 2000 and Domain Controller requirements Hi: How come the hardware requirements for Exchange 2000 and the Domain controller are so much higher when they're being used for MSCRM? I checked the Exchange 2000 and Windows 2000 requirements from Microsoft, and they're very low. If Exchange 2000 gets its own server and the domain controller gets its own controller, I'm really confused on the pumped up requirements. Anybody not follow the Microsoft recommended ones? Do Tag: ACT and CRM Tag: 10424
  - 23
    - Deleting/renaming custom attributes Hi, I just added an attribute using the schema manager... and transposed two letters. How can I either delete (and reenter) the attribute or rename it? Thanks, Lindsay. Tag: ACT and CRM Tag: 10420
  - 24
    - Unix DNS, Active Directory, and MSCRM Hi, If we are a Unix DNS shop and also run AD and Exchange, will that pose any problems for MSCRM? I know that MSCRM is heavily depenent on AD (which is dependent on DNS). I've only dealt w/ Windows DNS, so I'm not sure how that changes the AD. Do Tag: ACT and CRM Tag: 10419
  - 25
    - Not sending emails, please help I have CRM on a box with SQL. Exchange server on another box. Installed Exchange-CRM email router on the Exchange server. So I try to send email through CRM and I get an error. In the event log of the CRM/SQL server I get this: Event Type: Error Event Source: Microsoft CRM Event Category: None Event ID: 2 Date: 12/19/2003 Time: 5:04:16 PM User: N/A Computer: xxxxx Description: MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: <description>An unexpected error occurred.</description><details>An error occurred attempting to dispatch the email : Could not connect to host</details><file>D:\mscrm\Build\3017\src\platform\include\proxy\proxyutil.h</file><line>47</line> Error Message: An unexpected error occurred. Error Details: An error occurred attempting to dispatch the email : Could not connect to host Source File: D:\mscrm\Build\3017\src\platform\include\proxy\proxyutil.h Line Number: 47 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.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Anyone know what this indicates? Tag: ACT and CRM Tag: 10417

Is it possible to migrate the data from ACT into CRM
v1.0? How do I go about doing this?

Also, is it possible to have seperate databases for CRM
v1.0. I have Goldmine and Act and wondered if I could
have seperate databases for both of them without importing
both of those databases into one CRM database.

Thanks in Advance
Len

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Re: ACT and CRM by Taja

Taja
Sun Jan 04 07:01:54 CST 2004

The MS migration framework has 3 templates to migrate from Act,GoldMine and
Siebel.
Read carefull the included documentation, migration is not that easy

"Len" <lcampbell@pennsys.com> wrote in message
news:09e701c3ceeb$a245b6a0$a601280a@phx.gbl...
> Is it possible to migrate the data from ACT into CRM
> v1.0? How do I go about doing this?
>
> Also, is it possible to have seperate databases for CRM
> v1.0. I have Goldmine and Act and wondered if I could
> have seperate databases for both of them without importing
> both of those databases into one CRM database.
>
> Thanks in Advance
> Len

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