Axapta and Lotus Notes
How do I export/send information from Axapta to Lotus
Notes (or for instance Outlook)?
If anybody has a small example of this I'd be happy. Tag: CRM Tag: 7306
Product catalog is Not visiable
Hi ,
I installed MSCRM server with advanture works cycle license.I couldnot find
the Product Catalog section in the settings pages.
My role:System administrator
License :profissional suite
i want to add new product
please advice me.
Bhaskar T Tag: CRM Tag: 7302
MSCRM with .net framework
We want to install MSCRM server and VC++.net on the same
machine. There is a conflict in the .net framework. How
do I overcome this. I get error in MSCRM when I
install .netframework shipped with VC.
Is there a service pack to handle this Tag: CRM Tag: 7301
Data Cleansing
Hello,
Has anyone deduped customer data that has already been
migrated into MS CRM?
I know Scribe is good for migration, however, we're
beyond that.
We need to dedup and/or merge records from various sales
groups. Then allow business users to view the results and
assign the contact to the sales person with the longest
or best relationship to the customer.
Do you have any recommendations? Is a new product
launching in New Orleans?
Thank you in advance for your time.
Share Tag: CRM Tag: 7300
Installation issues
Hi,
I have had so many installation problems with MSCRM that I am about to give
up. We are using the MSDN Subscriber OU, and as far as I can tell,
everything has been set up as per the instructions.
Initially, the installation would fail during the setup of the databases on
our SQL server, with an MSI message saying Failed to install MSCRM
databases. Checking the SQL server, one would find that the CRM, METADATA
and CRYSTAL REPORTS dbs would all be present, but not the distribution db.
No replication would be setup and no security logins established.
On the CRM server, the CRM directory has not been created, and any attempt
at reinstall results in exactly the same problem.
Once i delete the DB's, and reboot both servers, when i attempt to install,
the installation program skips the db installation phase (despite the fact
that i have delete all traces of the dbs', and goes straight to file and
program setup. This of course fails towards the end of the installation
with the lovely Unknown MSI error message, which i can assume is a result of
trying to open databases that have not been installed.
Any help would be greatly appreciated, and contribute significantly to my
waning sanity.
Chris Tag: CRM Tag: 7299
Sales Literature Distribution
I read that it is not possible to attach sales literature
that resides on CRM to an email. The books information
was based on a beta version of CRM, is this possible with
1.0? If not, will this be fixed in 1.2? Tag: CRM Tag: 7298
mscal.ocx not registering
I have a networked computer and I am trying to install a
program that networks with my server. About 60% of the
way through the install I get an error message that reads
MSCAL.OCX unable to register in system registry.
The file does exist in c:\windows\system
I have replaced the file with another
I have re-registered the file in RUN:REGSVR32 MSCAL.OCX
I have re-installed Windows XP pro and tried again with
the same results.
The software I am trying to install (TPS2000) is specific
for my medical practice. It networked fine on my computer
before I upgraded to Windows XP
The tech support from TPS2000 said it may have to do with
my administrative access. I am the only user on my
computer and have administrative access on this computer
and the front office computer.
What to do? Tag: CRM Tag: 7296
Problems with this web page error
I think I have my CRM server installed and licensed, but when I try to open
http://localhost, I get the following error: Problems with this web page
might prevent it from being displayed properly or functioning properly. In
the future, you can display this message by double-clicking the warning icon
displayed in the status bar.
Line: 109
Char: 1
Error: Syntax error
Code: 0
URL: http://localhost/ Tag: CRM Tag: 7294
"Potentially dangerous" Request.form error
Hello all,
I have a new installation of CRM on my server, and I get the following error
when I try to save anything. I can't find anything on this on the microsoft
website. I'm sure it's a security issue, but if I try to change that and
save, it gives me the same error. Helpful suggestions will be welcome.
Thanks,
Daniel.
Alright, here's the error:
Server Error in '/' Application.
----------------------------------------------------------------------------
----
A potentially dangerous Request.Form value was detected from the client
(crmFormSubmitXml="<systemuser><firstna...").
Description: Request Validation has detected a potentially dangerous client
input value, and processing of the request has been aborted. This value may
indicate an attempt to compromise the security of your application, such as
a cross-site scripting attack. You can disable request validation by setting
validateRequest=false in the Page directive or in the configuration section.
However, it is strongly recommended that your application explicitly check
all inputs in this case.
Exception Details: System.Web.HttpRequestValidationException: A potentially
dangerous Request.Form value was detected from the client
(crmFormSubmitXml="<systemuser><firstna...").
Source Error:
An unhandled exception was generated during the execution of the current web
request. Information regarding the origin and location of the exception can
be identified using the exception stack trace below.
Stack Trace:
[HttpRequestValidationException (0x80004005): A potentially dangerous
Request.Form value was detected from the client
(crmFormSubmitXml="<systemuser><firstna...").]
System.Web.HttpRequest.ValidateString(String s, String valueName, String
collectionName) +230
System.Web.HttpRequest.ValidateNameValueCollection(NameValueCollection
nvc, String collectionName) +99
System.Web.HttpRequest.get_Form() +121
System.Web.UI.Page.GetCollectionBasedOnMethod() +70
System.Web.UI.Page.DeterminePostBackMode() +47
System.Web.UI.Page.ProcessRequestMain() +2106
System.Web.UI.Page.ProcessRequest() +217
System.Web.UI.Page.ProcessRequest(HttpContext context) +18
System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionSte
p.Execute() +179
System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean&
completedSynchronously) +87
----------------------------------------------------------------------------
----
Version Information: Microsoft .NET Framework Version:1.1.4322.573; ASP.NET
Version:1.1.4322.573 Tag: CRM Tag: 7291
Re: CRM Grids
Kristina,
I am getting this problem also. I think it is because the user will be
sending through from VS.NET will be aspnet and I guess that will not be
a user on your CRM server. I think you need to change the user to a
valid user on the CRM server. Let me know.
-----Original Message-----
From: Kristina Ledford [mailto:ledfordk@telspan.com]=20
Posted At: 07 October 2003 15:13
Posted To: crm
Conversation: CRM Grids
Subject: Re: CRM Grids
Good Morning Gary -
I am basically trying to recreate the "Create Leads" section in the SDK.
The problem is - if I host this web page on the CRM machine - it works -
but I can't run it
using Visual Studio on my machine to test it? In the BizUser section
it
throws an error saying a .dll can't be found... it is the instance of
the "new BizUser" that is giving me problems locally... now - again - on
the CRM server it is working fine - using the exact same code -
including the dlls (I Have them on my computer?)
I've talked with MS and they say I have to host it on the CRM server -
but I don't like that idea - we have dotnet apps on another server and I
would like to keep it there... same with testing - I would like to be
able to compile and run it from my computer - not the CRM computer...
There are no errors in the logs when I try to run it from my computer...
Thoughts?
Thanks!
ps -
I haven't seen anything in referrence to the datagrids....
"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:eVNj$KDjDHA.1784@tk2msftngp13.phx.gbl...
> auto create leads? how so?........what would trigger that?
>
> What security role do you have? What was the exact error that you see?
Also
> check the CRM server event logs.
>
> But, I havn't had any issues with access when working with the SDK.
>
> -Gary
>
> "Kristina Ledford" <ledfordk@telspan.com> wrote in message=20
> news:OWZG6EDjDHA.2616@TK2MSFTNGP10.phx.gbl...
> > Hi Gary -
> >
> > I have a question regarding your application. I am trying to write=20
> > an
app
> > that will auto create leads using the Microsoft.CRM.Proxy.dll and am
> > not having any luck - I get an Access Denied error in the BizUser=20
> > section.
> Have
> > you gotten this to work yet?
> >
> > Thanks
> >
> > Kristina
> >
> > "Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message=20
> > news:O17xm$CjDHA.2504@TK2MSFTNGP09.phx.gbl...
> > > I've written an app for CRM and everything works. However its a=20
> > > bit
ugly
> > and
> > > horribly slow. Its located on the Account nav bar, and that loads=20
> > > up
all
> > the
> > > activities associated with it (be it opportunity, contact, or=20
> > > quote).
So
> > its
> > > similar to the one there, I just want to show more data and sort.
> > >
> > > I have my data entering into a datatable then placed into a=20
> > > datagrid.
> Now
> > > I'm looking into how they did, and since the SDK doesn't cover=20
> > > this at
> > all,
> > > I only have the "_grid" folder under wwwroot for an idea. I tried
> playing
> > > with with Microsoft.CRM.Web.Grid and Microsfot.CRM.Controls.Grid,=20
> > > but
> > havn't
> > > had much success.
> > >
> > > Whats the best way to go about using grids in CRM? I just want to
mimic,
> > for
> > > example, the activities grid.
> > >
> > > thanks,
> > > Gary
> > >
> > >
> >
> >
>
> Tag: CRM Tag: 7285
Microsoft CRM and PDA mobile devices
Has anyone here any experience of using mobile devices such as Compaq iPaq
PDA with Microsoft CRM.
In particular I am looking for the ability to be able to use a PDA offline
and then synchronise with the CRM database when back online.
If you know of any companies providing such a facility can you please let me
know ?
Many thanks
Richard Tate
IBTS Limited Tag: CRM Tag: 7284
Error when attempting to uinstall Sales for Outlook
When trying to perform a client install of Sales for
Outlook on the win2k machine I am getting the error
message "Microsoft Outlook Sales for Outlook requires that
Microsoft Office 2000 Service Pack 3 and an additional
hotfix be applied when used with Microsoft Outlook 2000."
The problem is that I have the service pack and hotfixes
installed. I've even tried a machine that didn't have the
service packs and hotfix. After I installed the updates
and rebooted the second machine I am getting the same
message. I've even tried going to microsoft's office
update website and it is telling me that I have all
updates.
Thank you for your help!!!! Tag: CRM Tag: 7274
Outlook 2002
I have a users that when she has outlook opened, she
selects tools, recover deleted items. When she does this
she will see all her deleted items for breif second, and
then Outlook shuts down. Has anyone expriereced this? Tag: CRM Tag: 7271
Integration of Addresses
We have installed the Great Plains CRM integration and
when we migrate data from GP to CRM all addresses go into
the more addresses window. We need the primary address to
populate the main address window. We have contacted MS
Support and they don't seem to think this should be an
issue. Give me a break!@#!@# Has anyone written a
customization to the BizTalk mapping to correct this? Tag: CRM Tag: 7270
MSCRM - how to add license ?
I have installed MSCRM (on WinSrv2000+SQLSrv2000+Exchange2000) and I need
add licenses.
How to do it ?
I have not found any instruction about it.
Thanks for any hints.
Mariusz Tag: CRM Tag: 7266
How to access MSCRM from VB6/COM
Hello,
Has anyone a code sample of using VB6 and COM to access MSCRM?
I have linked the Microsoft.CRM.ComProxy.tlb file as a reference to my VB
project,
but I don't have the Url and Credential properties on the objects. The calls
do not succeed, so I imagine it has to do with those properties.
Any help is greatly appreciated.
Rine le Comte
Watermark Innovation Tag: CRM Tag: 7262
CRM- WHOamI()
Hi
I have my development machine in a domain, and CRM in another domain on the
same network. I would like to connect to CRM, but I would probably need
something like impersonate, to connect because the 2 user accounts are
diffrent. Has anybody had any sucess with this?
Thanks
<DevMachine> <CRMServer>
domain1 domain2
user1 user2 Tag: CRM Tag: 7258
microsoft works spreadsheet
I need some help...is it possible to have a connection
between microsoft works spreadsheets?
So I can ,for example, have one spreadsheet showing me
the added amounts of two other spreadshits?
thanks.
Shelly. Tag: CRM Tag: 7256
CRM Hard Drive Filling up fast
I have installed CRM and SQL on a new hard drive I put in my server a few
months back and it is almost full. I only have two users using the system
and there isn't that much info in the database. The drive is 16 GB and
there is only 1.3 GB left!
Any ideas?
Michael Tag: CRM Tag: 7253
Default Website folder
Can anyone help me with this?
The CRM website didn't show up when I installed MS CRM.
Tech support helped me change the port number so that it
would display.
But, now my company website doesn't come up on the CRM
server. How do I reinstall CRM website into a different
default folder.
Thanks, David Tag: CRM Tag: 7252
MS Word, design forms
I would like to design Word forms, and when I need them I
would like to fill them, and printed, with MS Word or
Publisher. I have XP-Pro and Publisher 2003.
Thank You,
S/
Alex Tag: CRM Tag: 7251
Delete e-mail activity under workplace = delete activity on the contact?
Situation: If I send an e-mail to a person (Let's assume he is Mr. A) in
CRM contact, normally, we can find that e-mail activities under "Activities"
of "Workplace" or we can find related activities in Mr. A's contact (Mr. A's
contact--> Activities-->History).
Here is the issue, if I delete the Mr. A's e-mail activities under
workplace, it will also delete the e-mail activity history on his contact.
My boss was told that there is some methods to avoid this (i.e. The e-mail
activities history of Mr. A can be saved to his CRM contact locally and we
can still delete the activity under workplace). Isn't it true?
Thanks. Tag: CRM Tag: 7249
Accounts & Sub-Accounts
Hello,
I have create 2 accounts. One of those accounts is actually the sub-account
to the other account (the parent). In the sub-accounts section of the
accounts screen, I can only create a new sub-account. How do you tie an
existing account as a sub-account to another existing account?
Any help would be appreciated.
Thanks!
JED Tag: CRM Tag: 7245
Printing Memo fields
When I print memo fields in a custom form, all the formatting of the text is
lost. Is there a way to retain the formatting when I print?
While we are on the subject, is there a way to change the default size of
the memo field on the form. I would like to make it larger.
Thanks,
Steve Coulber
ITS Dynamic Tag: CRM Tag: 7243
Data migration from MSDN Subscriber License to Production License
Hi everyone,
Does Microsoft have a tool to migrate data from testing MSDN
Subscriber license to Production?
I set up a test server with 5 Suite Pro license with OU as MSDN
Subscriber. We input a lots of data in it. Since the MSDN license
could not be extended. We need more user access to the system. We
applied new license (5 suite standard, free from Partnership and 5
additional if the migration works) under our company name.
1. I tried to reinstall the CRM that connect to existing database on
the testing server by following the uninstall procedure on
implementation guide. It does not change anything except the reporting
part is screwed. It does not give me the options to re-specify the OU
name. While I started this process, I realized this was a wrong move
because the SQL database uses the MSDN_Subsriber_mscrm as database
name. I started looking for migration tools.
2. I can not find a tool to export the CRM data within the CRM
interface. The Online Help, it says there is a wizard to export data
to Excel files without saying where and how.
3. I setup another server to see if I could migrate data from SQL
server database by using import (DTS). I setup the new server with
new license. I tried to move all the table data without objects (the
first choice at DTS) from MSCRM database, I got lots of Primary
key/foreign key constraint issue to prevent the move on many key
tables. If I move the MSCRM SQL database with objects, I could move
the entire database but the MSDN license moved to the new system as
well, although the database name stayed with our new OU name. I am
afraid of that I have to drop the constraint on each table to move the
data over. That might be too much. It still may not work at the end
because of SID or unique ids, etc.
4. I found the Data Migration Framework on Microsoft web and went
through the white paper. It looks like there is no words on CRM to CRM
migration and you would have thought that were there.
Please if you have any insight about how to make this work, it would
be highly appreciated!
Joe Chen
Sr. Network Admin
MW2 Consulting
www.mw2.biz
jchen@mw2consulting.com Tag: CRM Tag: 7241
Microsoft CRM in mixed NT 4 and Windows 2000 Network
I have installed Microsoft CRM as suggested in Chapter 10 of the
Microsoft CRM Implementation Guide:
-- Company currently uses NT 4 network (Domain1)
-- We set up a new server with AD (Domain2), SQL, Exchange, and CRM
-- I installed the sample data along with MS CRM
-- I set up Domain2 to trust Domain1
-- For each of the 5 users in Domain2, I went to their Properties /
Security tab and added their Domain1 logins with full control
-- Also, for each of the 5 users in Domain2, I went to their
Properties / Exchange Advanceed and added their Domain1 logins with
full mailbox access
I have been able to configure profiles for the users that connect to
their mailbox on Domain2 just fine while logged into Domain1.
However, the users can not access the web interface of CRM, or install
the Sales for Outlook plug-in on their computers.
When trying to access the web interface, they get the error message
0x80040226, "The logged-in user was not found in the Active
Directory." I have verified that anonymous access is disabled on the
web server. I changed one of the computers to Domain2, and can
successfully get onto the CRM web interface, so I know it is working;
there's obviously something that I'm missing with my configuration,
though.
When trying to install the Sales for Outlook plug-in, I get the
message that CRM can not be found at the url that I provided. Once
again, when I move the computer into Domain2, I can install it fine.
Any suggestions are greatly appreciated!
Mike Tag: CRM Tag: 7238
Deployment Manager: fails to get LayoutXML
After many successful publishings, we are suddenly experiencing an error
when publishing from the Deployment Manager. The application event log
error states "Failed to get LayoutXML for object type __" and happens for
any object. We're currently trying to publish changes to Incidents and
Opportunities, but I've also tested using objects we've made no changes to.
if anyone has seen something similar, help would be appreciated. Tag: CRM Tag: 7232
E-mail address could not be resolved to a record in the system
When I send a message to one of my contact, lead, or account, the recipient
receives my e-mail with no problem. However, when the recipient replies my
e-mail and I read that e-mail in CRM. His name will be in red color, and I
will see this message too
"The sender's e-mail address could not be resolved to a record in the
system"
In other words, CRM doesn't recongize his e-mail address in the contact
automatically. Is there anyway to fix it?
Note: When I send the message to the recipient, I didn't put his contact
into "Regarding" field. However, when he replies, not only his e-mail
address is not recongize and his contact will be added in "Regarding" field.
Is it how CRM is designed currently?
Thanks Tag: CRM Tag: 7231