Activities without Email Router

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- Previous
  - 1
    - Importing from Maximizer to MSCRM Has anyone experience importing data from Maximizer into MSCRM? If so, is it easier to use something like Scribe (you still have to import to a .csv file first), or stay with the Data migration Framework? Is this more complicated than importing from other databases? Many Thanks Cathy Allington Tag: Activities without Email Router Tag: 27428
  - 2
    - repeat question....still looking for an answer how are people handling the situation of no salesperson ID being transferred over from CRM to Great Plains on the customer card? Also how are people handling the situation of no tax schedule ID available in CRM? I'm told that my customer class ID in GP will have to be set up with a default tax id - THIS DOESN'T MAKE SENSE. Without a salesperson ID or a tax schedule ID it creates a lot more work for my accounting dept. they will have to go into every card in GP and add in the correct tax id and then they have to go to crm to find out who owns the account, go back to GP and add in the salesperson ID. There has got to be people using crm and gp and have encountered this problem. PLEASE HELP...how are you getting around this? Thanks, Jen Tag: Activities without Email Router Tag: 27426
  - 3
    - Refresh Form after custom action I set a value of an account through custom application, how can I refresh the account window from which I clicked the toolbarbutton I've heard of a sort of callback ? window.opener? CRM itself manages, that you can open a record only once. how? TIA Stefan Tag: Activities without Email Router Tag: 27414
  - 4
    - CRM Mobile on SBS2003 Hi group, I just finished an installation of CRM Mobile on SBS2003 Standard. The test PDA is a Dell Axim X30 with 64MB RAM and 64MB ROM. The SBS server has 1GB memory. Here are the important decisions: 1.. Used the self-signed certificate that was generated by SBS during internet setup (CEICW). The certificate refers to the external fully qualified name of the firewall. 2.. Added an IP address to my internal NIC and added an A record. I previously used host header in IIS with CNAME in DNS. 3.. Revised IIS for the CRM 1.2 site to remove host header, point to the new IP and add custom SSL port. 4.. Used a custom port for SSL. SBS uses 443 and 444. 5.. Opened the custom port on the external firewall and RRAS. 6.. Installed CRM Mobile. 7.. Ran the static IP address configuration tool. Prior to running it the CRM integration service threw hundreds of 7031 system error messages as it stopped and restarted. It couldn't find CRM. 8.. During creation of the client deployment package changed all URLs for CRM mobile to reference the firewall fully qualified name and custom port in the form server.domain.com:nnn. The URL being replaced was the fully qualified intranet name of the server in the form server.domain.local. 9.. Also placed the CE 2.0 database and error log on the Storage Card as noted in the Implementation Guide. I have tested CRM Mobile locally and it works without prompting for any passwords. I also tested it externally. There is a prompt for password (but not user id) at the beginning of the sync. I also tested Exchange Outlook Mobile Access (OMA) to insure port 443 was still working. The two new services on the server (integration and device registration) require about 60MB total. The PDA used up most of the program memory during the install and initial sync. I also experienced an unexpected reboot of the PDA when I accessd the Dell WLAN utility, but it functioned well after that. Bottom line: CRM Mobile works quite well on my small CRM database. It's very solid for a 1.0 release. I highly recommend you view the two recorded webcasts on the partner website. They are from early August, 2004. The titles are CRM Mobile 101 and 102. Edwin Garst www.epconsystems.com Tag: Activities without Email Router Tag: 27413
  - 5
    - Importing Accounts intto MSCRM I'm trying to import Accounts into MSCRM 1.2 with the DTS. But unfortunatly without succes. I think I make a simple error when I import the excel file into the CDF. It's also possible that my excel file is not correct. I studied the documentation several time from the beginning to the end, without success. It would be perfect when somebody could send me an example of an import file which was a success (account, contact what ever....). With this, I could verify if my installation is fine and the import process works. Or if somebody has another idee, your welcome. Regards Pauler Tag: Activities without Email Router Tag: 27403
  - 6
    - restore contact form I've customized the default contact form, before I realized the changes I wanted to make would be easier done in the deployment manager. Now I want to start over and do it better. How do I put the contact form back to default and undo all the changes to the fields I've made? Just to make sure this is what I should do, here is a quick description of the changes I'm trying to make: Adding SSN field by changing the properties on the employeeid field. Adding on office location field by changing properties on address2_freighttermscode field. Etc, Etc, etc... I just found out that I could made schema changes in the deployment manager, so I think it would be better to do it that way. The form has not been published yet, which is why I found out that I couldn't see it when trying to use it at my desktop. THanks! Tag: Activities without Email Router Tag: 27401
  - 7
    - Scheduling CRM report Has anyone here managed to use Crystal Enterprise to scheduel CRM reports? Regards Julian Tag: Activities without Email Router Tag: 27399
  - 8
    - Pipeline chart error or ? We have a customer who wants to use the report Oppertunity Pipeline chart report per sales rep. When I choose this the chart doesn't appear right, there is a white block in the chart. I've tried it in both a Danish and English version and get the same result. Does anyone know how to fix this ? Jack Tag: Activities without Email Router Tag: 27396
  - 9
    - Upgrade users i wish to upgrade the CRM to 25 users. i had received the upgrade CD, but i dont know how to start, what to do...any advice? thanks a lot... Tag: Activities without Email Router Tag: 27395
  - 10
    - CRM Sales For Outlook Client installation error Hi, While installing CRM Sales for outlook client, system does not give any error and after the installation a message appears saying that installation completed succesfully. But after restarting my computer when I open Outlook 2003 I get an error message saying "an error occured while installing microsoft crm folders". Dou you have any idea about the cause of this problem Tag: Activities without Email Router Tag: 27391
  - 11
    - How can we implement Real State management in MSCRM ? I want to build Real State management in MSCRM. Can anybody help me out about from where to start on it or from where can i get any information on it? Tag: Activities without Email Router Tag: 27385
  - 12
    - problems with publising customization hi, can someone help me with this? if i only have one server, is necesary to publish the customization? when i try to publish i have this problem when start download xsl templates: "publish completed with errors. please see event log for details. error, failed to download XSL template files from web server" thanks Tag: Activities without Email Router Tag: 27384
  - 13
    - Crystal Reports does not work Hi, I will appreciate if someone can give me a hint, why sudenly I can not see any of the reports. I get the error: Information is needed before this report can be processed. TIA Marcus Tag: Activities without Email Router Tag: 27383
  - 14
    - Web services in CRM This may be a question more for microsoft.public.dotnet.language, but I'll try anyway! I don't have a dotnet background so the question may also be silly. I want to connect to MS-CRM using web services. I cannot find any WSDL files with which I can achieve this. (I want customers to be able to track service requests). How do I/can I connect to CRM using non dotnet web services? Maybe an option is for me to learn some dotnet, write an interface and expose it using WSDL.... I'd prefer not to, time is tight and I have a design to finish! Cheers, Lindsay Tag: Activities without Email Router Tag: 27382
  - 15
    - Problems with Email Enhancement Pack Hi, i use the EEP from c360. I would like to send a message to a manager if a new opprtunity created. I get Email but there is no message-body. In the workflowmonior following error will show: Error in action posturl. Failed to connect to url.... Any ideas? TIA Marcus Tag: Activities without Email Router Tag: 27381
  - 16
    - Importing data from Maximizer Hi: What experience has anyone had with importing Maximizer data into MSCRM using either the Data Migration tool, Scribe, or a combination of both? Scribe don't handle this seamlessly, you apparently need to export to a .csv file first. Is this still quicker using this process with Scribe, than with the DMF? Many Thanks Cathy Allington Tag: Activities without Email Router Tag: 27378
  - 17
    - Promote email to CRM activites I found that the outlook client for MSCRM is very useful. But, when i use the function of "Promote email to CRM activities"... and found that the "Due date" of activity is missing, and no any indication for the email "sent date", any official/ tricky method to do that? Thanks Tag: Activities without Email Router Tag: 27377
  - 18
    - CRM not starting after Domain Controller change Hi all, I added a new domain controller in my domain. This worked fine, no replication problem or any other problem. But since, CRM (which runs on another server) doesn't start. SQL is running on the CRM server. Each time I try to access CRM through IE, I get a generic error message and the following event is logged on CRM server (event id 2) : MSCRM Platform Error Report -------------------------------------------------------------------------------------------------------- Error: DÃ©faillance irrÃ©mÃ©diable Error Message: DÃ©faillance irrÃ©mÃ©diable 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.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) ------------------------------------------------------ When turning on the old DC, everything becomes normal... Can anyone help me ? Tag: Activities without Email Router Tag: 27369
  - 19
    - Using onchange method in a pick list Hi, I have 2 pick lists, the values of the second pick list depend on the selected value of the first pick list. For example, I have countries in the first one and Cities in the second one. I would like to change the values of the second pick list, depending on the country selected. Is it possible to do it? I really apreciate any help!!!! Thank you all in advance. Tag: Activities without Email Router Tag: 27363
  - 20
    - Regarding Microsoft crm certifications what are the certifications available? Tag: Activities without Email Router Tag: 27362
  - 21
    - Custom Controls Hi, I would like to create a custom control .ascx and I'd like to konow how can I put it on a standard CRM form (for example Accounts) Thanks in advance Zsolt Tag: Activities without Email Router Tag: 27361
  - 22
    - sharing Dear all, I have a scenario, just want to see how can MSCRM handle this scenario When i create a opportunity, which related to a protential customer, which is "Account" in MSCRM, and share this opportunity to one of the users. As the user does not have "Read" right for that Account, is there any method to let me sharing the opportunity and corresponding protential customer with the user? Thanks! New Guy in CRM Tag: Activities without Email Router Tag: 27360
  - 23
    - Mapping Lookup Fields Is it possible to map a lookup field?? I know I can't create a new one in Deployment Manager. I have a need to show the selected account on several tabs that I have created in the opportunities section. Even if I could just show the value on the different tabs I've created without a selection option, this would be a big help. Thanks. Tag: Activities without Email Router Tag: 27344
  - 24
    - Mapping Lookup Fields Is it possible to map a lookup field? I know I can't create one. I want to show the account lookup field entry on multiple tabs I've created in opportunities. The tabs are specific for different groups of users. Do the users need to go to 1 location to select the account or can they do it on the tab or form most meaningful to them. Tag: Activities without Email Router Tag: 27343
  - 25
    - import products from excel I would like to import from excel to CRM a products list and price list Tag: Activities without Email Router Tag: 27341
- Next
  - 1
    - Incident Hi, How to assign the incident.address from account.address when I am creating an Incident I am trying with the deployment manager - account - assign. Thanks in advance, Carlos Tag: Activities without Email Router Tag: 27340
  - 2
    - The record cannot be deleted because it is read-only. HI, The record cannot be deleted because it is read-only. I got this opportunities inside, in the sales > I got a quote. The quote is closed but can't delete it. I did read some post about it but... is there like any other way to remove it instead of going into my SQL database to remove it. Kind of dangerous if you ask me. Thanks in advance... Tag: Activities without Email Router Tag: 27336
  - 3
    - CRM Security Roles Hello. Can someone please help concerning "Assign" and "Share" when defining a role? What if i give a user read-access to Accounts(the full-green button), but only want him to be able to Share and Assign Accounts he is the owner of ? Thanks in advance. DS Tag: Activities without Email Router Tag: 27332
  - 4
    - Can't go online We have a relatively new implementation of CRM. I have tried several times to go offline in order to synch it with Outlook and it always takes to long and eats up too many resources so I have always cancelled it. Today I decided to try again. I clicked the Go Offline button and walked away. When I came back there was an non-descriptive error message in my SFO activities/information windows (An error has occurred. Please contact your system administrator). And now I cannot seem to go online again. Tag: Activities without Email Router Tag: 27331
  - 5
    - Problem installing CRM 1.2 on Win2003 Hello, I get the following error installing the product: Setup was unable to install the Windows installer package.msi of microsoft CRM Server Setup. Any ideas? Michael Tag: Activities without Email Router Tag: 27329
  - 6
    - Default to Accounts We don't really use leads in our organization. Is there any way to make it so that, when the Sales button is pushed at the bottom of the screen, the user goes to the main accounts view, as opposes to the main Leads view. Thank you. Tag: Activities without Email Router Tag: 27328
  - 7
    - Help with Populating StringMap table I have a user request that I'm sure is made with some frequency, so I'd like to see if anyone lse has solved a similar probelm, and/or if my solution might work. My users requested that we replace the State/Province text box with a State drop-down list. Since this textbox appears in several places, and since the tools for populating and maintaining picklist are poor (to be generous), I decided to look into automating the process. I created a stagin database for just such things, with a mirror stringmap table. Through a query, I can populate the CRM stringmap table quite easily, with all necessary associations between ObjectTypeCode and fieldname and all of that. No problem. Now, of course, the problem is (and I discovered it the hard way, via our deveolpment server), CRM does not use the stringmap table to populate list boxes; it just uses it to store the values (for reporting?). So when I added my new field to my new contact form, only "Default Value" showed. (I might add that nothing, NOTHING in CRM ever seems to be easy). I added a few values, published the changes, and sure enough, all of my custom-generated values had been wiped out and replaced with the few values I had entered through the interface. So I did a search, and found 4 or so files under Program Files\Microsoft CRM\Tools\XslFiles that contained my new values (2_Create.xsl; 2_ReadOnly.xsl; 2_Search.xml; 2_Update.xsl). So I would guess that changes I make via the interface are written to this file, and the act of publishing writes these values to StringMap, first deleting any existing values. So, I look at what I have so far, and it seems to me that it would be no problem to write a little sql script to produce XML for the attributes from my staging database and insert it into these documents (instead of directly inserting the values into the table). If I do this, will it actually work? If I populate all four of these files with my custom values, and then publish, will I achieve nirvana. It might seem a bit difficult, but it is MUCH easier, in the long run, than trying to populate 8-10 picklists with 51 values (and sorting and all of that stuff). I would imagine I could accomplish the first in an hour or two, while the second would take a very long time and be incredibly tedious. (I might add that I have several custom picklists that will have a similar requirement--thy are quite extensive, and will need to be populated in a number of places). Any feedback is appreciated. Thank you. Tag: Activities without Email Router Tag: 27327
  - 8
    - sent folder email I am using Sales for Outlook client to sent emails. When I try to convert an email inside the "Sent" Folder it gives an error "An error occurred while trying to promote e-mail. Try again". I tried several times and it doesn't work. However if the same user replies back into my inbox, I can convert that to CRM activity from Inbox folder. I have no clue what to do. Am I missing a patch?. Any ideas? Please help... Thanks in advance.. - Raj Tag: Activities without Email Router Tag: 27326
  - 9
    - Duplicate Record Name when trying to modify Role Privileges Hi, I'm trying to modify an existing Role to allow users to Create Accounts within their own Business Unit. When I try to Save and close the Role screen I get a window saying "Saving Role ... please wait" and then an error window "Duplicate Record Name The name for this record conflicts with an exsting record name. You must use a unique name" Any ideas? Richie Tag: Activities without Email Router Tag: 27325
  - 10
    - How much is CRM? I am looking for a package (if it exists) that can go from beginning when sales shakes hand with a potential client straight through implenting a networking plan for the company, to a call tracking system for afterwards, to possilbly customer followup and reporting every stage of the way. There has got to be a better way than paper and spreadsheets. Tag: Activities without Email Router Tag: 27320
  - 11
    - Help - only administrators can login?! CRM1.2 running on SBS - has been fine but recently had to re-run Internet and email connection wizard and remote access wizrd in SBS. CRM is fine except now you can only log in if member of Administrators Group - noone else can log into CRM - though they can log on to other apps on this box fine. Certainly appreciate any advice on how to fix this. Roger Tag: Activities without Email Router Tag: 27317
  - 12
    - Windows 98 Hanging-up after startup After restart of the machine in windows 98 it run for about a couple of seconds and then locke up. And after having run several different virus programs none of which has corrected the problem, and I tried re-imaging the machine, and resurface the entire hard drive and no luck. What is there left to do? Tag: Activities without Email Router Tag: 27314
  - 13
    - ISV.CONFIG strangeness..... I've modified the isv.config file many times with no problems (mainly to add my custom apps). Recently I added an extra app to the main tool bar (I created a new column between tools and help, and already had another app there). Never had problems before, until I added this extra app (and this app is near similar to the one next to it). Whats happening is that its disappearing!! The link that is, causing me to re-edit the isv.config file. After much frustration, I set the file to read-only. This worked for about a week or so, no problems, no disappearing. Then yesterday CRM went down. SQL was fine. AD was fine. No errors in the logs on the CRM machine,....all services up, but the site wouldn't load. Then I checked IIS, and the site was stopped. So I clicked start, and all was well. This happened twice yesterday, and during the calamity I found out that someone was publishing something. Aha! So apparently if you publish, and isv.config file is set to read only it stops the IIS instance of CRM, nice! And equally, we noted that it was these publishings that caused this particular line to disappear! Still don't understand why publishing in CRM would cause a particular line in the isv.config file to be deleted.......weird any ideas? thoughts? jokes? Tag: Activities without Email Router Tag: 27313
  - 14
    - How to change Revision Number of quote Hi all, I am trying to change the revision number in the Quote view. Creating a new revision of the quote does not seem to increase the revision number. I also tried changing it via the quote proxy object. The revision number field is uneditable and I have to depend on CRM to get me a new revision number. I am sure I am missing something, I am working on the AdventureWorks database. Please let me know how to change the revision number. Regards, Sameer Tag: Activities without Email Router Tag: 27311
  - 15
    - advance find Hello All, I'd like to assign leads to another user, based on the results from an advance find search. The results are returned 100 per page. When I check the select all check box underneath Actions, it selects all records on the first page, not all of the records from the search results, so, I'd have to reassign leads to a different user 100 at a time. Is there a way to check All records from the Advance search results? Seems like a simple task, but, I haven't found the answer in the help files yet! Thanks in advance, Rob Tag: Activities without Email Router Tag: 27310
  - 16
    - crm customization hi, iÂ´ve problems when i change fields in for example account view using the settings area in the application. when i do this and then save the settings and then access to the application the new fields doesnt apply. after do this i restard the IIS. Is necesary to do more? thanks. Tag: Activities without Email Router Tag: 27306
  - 17
    - Notes By Date Order Hi, Does anyone know if it is going to be possible to display notes in chronological order (for leads and accounts) in version 2 of MS CRM? I know this is achieveable now with Activity Summary from c360. Thanks Lee Tag: Activities without Email Router Tag: 27305
  - 18
    - Data Import Hello, how can i import Customer data from another database into the CRM database. I'm just found a tool for contacts. regards Michael Tag: Activities without Email Router Tag: 27304
  - 19
    - what information should go in the field "topic" in leads? Hi to everybody. What kind of information should go in the field "topic"? Thanks a lot in advance, Nico Tag: Activities without Email Router Tag: 27303
  - 20
    - Error by using the re-deployment tools Hi, I am redeploying an old CRM instance on a new AD. I am using the Redeployment Tool offered by Microsoft. I have successfully extracted the settings using the Export Wizard. However, when I run the Redeployment Wizard, I receive the following error: 10/15/2004 03:12:08 Database updated succesfully, row count is 36 10/15/2004 03:12:08 Backup BusinessUnitBase table. 10/15/2004 03:12:09 Die Anweisung wurde beendet. Die Anweisung wurde beendet. INITCOLVS: Der nickname-Parameter ist ungÃ¼ltig. 10/15/2004 03:12:09 Microsoft OLE DB Provider for SQL Server 10/15/2004 03:12:14 Import ended thanks a lot Dennis Tag: Activities without Email Router Tag: 27302
  - 21
    - Crystal Reports 9 hang up Good afternoon! While creating a report in Crystal Reports 9.2.2 using the Crystal Reports Wizard, Crystal just seems to hang indefinitely after clicking "finish". I'm not even sure where to start to give you guys the information necessary to troubleshoot this. I've looked at so many aspects and potential solutions to no avail that I have now lost complete track. Any ideas? Tag: Activities without Email Router Tag: 27292
  - 22
    - Crystal Reports 9 timeout Good afternoon! When creating a report using Crystal Reports Wizard in Crystal Reports 9, Crystal seems to just hang indefinitely. Any ideas? Tag: Activities without Email Router Tag: 27291
  - 23
    - CRM Email is not functioning I have setup CRM and everything works fine except for the email. My current configuration consists of 1 server running windows Small business Server 2003 with Exchange 2003 with SP1 and another server running Server 2003 Enterprise Edition with CRM and SQL. I can setup general queues that work for everyone and email successfully comes in. But when I attempt to send emails through crm I get the error below: Unexpected Error An error has occurred. For more information, contact your system administrator. I have read some of the threads that Exchange SP1 may cause some problems can anyone please give me an idea of what I can do to fix it. This is by far the most annoying problem I have ever had to deal with. Thanks Carlos Tag: Activities without Email Router Tag: 27290
  - 24
    - Extended Amount in Opportunity Product Form In the Opportunity Products form there is a field called Extended Amount. This field is supposed to calculate the amount after taxes and discounts are applied. For some reason this field is grayed out and does not work at all. Does anybody know why this field doesn't work? Thank you in advance! Tag: Activities without Email Router Tag: 27286
  - 25
    - Picklist How can I configure the picklist values for contact role. Thanks, Deepak Tag: Activities without Email Router Tag: 27284

Can I manually promote an Email to an activity or create a CRM Contact /
Appointment / Task from Outlook without install the CRM Email Router?

Thanks in advance
--
Carlos

Re: Activities without Email Router by John

John
Mon Oct 18 22:48:51 CDT 2004

Yes you can

the email router or Microsoft CRM Exchange Connector only sends and receives
emails to and from CRM. You can receive an email in outlook then click the
Promote E-mail to CRM Activity button to move it into crm

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx

"Carlos" <charlyt@patan.org> wrote in message
news:18D704B6-E4D0-4777-8BE4-131249883E42@microsoft.com...
> Can I manually promote an Email to an activity or create a CRM Contact /
> Appointment / Task from Outlook without install the CRM Email Router?
>
> Thanks in advance
> --
> Carlos

Re: Activities without Email Router by Marcel

Marcel
Wed Oct 20 07:37:17 CDT 2004

Hello John,
I tested this scenario (during a Course) and my observation was that the
"Promote E-mail to CRM" function did not it did not work until I installed
the Exchange Connector.
I really want to know this because our customer is not happy with the
installation of the Exchange Connector on his Exchange sever.

So I am a little confused, sorry for asking, but could you please confirm
your statemant

regards,
Marcel van den Aker

"John O'Donnell" wrote:

> Yes you can
>
> the email router or Microsoft CRM Exchange Connector only sends and receives
> emails to and from CRM. You can receive an email in outlook then click the
> Promote E-mail to CRM Activity button to move it into crm
>
> --
> John O'Donnell
> Microsoft CRM MVP
> http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
>
>
> "Carlos" <charlyt@patan.org> wrote in message
> news:18D704B6-E4D0-4777-8BE4-131249883E42@microsoft.com...
> > Can I manually promote an Email to an activity or create a CRM Contact /
> > Appointment / Task from Outlook without install the CRM Email Router?
> >
> > Thanks in advance
> > --
> > Carlos
>
>
>