Apply the CRM SBE wizard XML file

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - SQL RS Authentication Issue - CRM 3.0 Setup: CRM 3.0 new install on SBS 2003 server. The CRM install is what installed SQL RS. Users (and administrator) can view list of reports in web client, but when they open a report and hit the 'Run Report' button they are prompted to enter their credentials. The Reports and ReportServer virtual directories are installed in the Default website. I had to do some tweaking after the "9-click" installation because it set the URL of the SQL Reporting server as servername.domain.com instead of servername.domain.local. -- Matt Wittemann http://icu-mscrm.blogspot.com Tag: Apply the CRM SBE wizard XML file Tag: 49931
  - 2
    - CRM 3.0 Web client performance questions - Win2k vs WinXP Hello - I seem to have a bit of a connundrum here and was wondering if anyone else has experienced a simmilar issue. We've currently got CRM 3.0 up and working but I have gotten some questions regarding performance from some of my users that access CRM using the web client on a WAN link. They are overseas and the server is located in the US. They've got a 512kb connection and we've got a full t-1 connection. They are stating that it can take them anywhere from 30 seconds to 2 min to load a page. So, I had them do some investigating and testing with some other machines in their office and here is what we found: The main systems that they use are running Windows XP SP2 w/ 512 mb ram (processors vary between PIII 500mhz and PIII 800mhz). On these systems they say that CRM is very slow (30 sec to 2 min to load a page as menioned above). So, I had them check on a spare machine with the following config: Win2000 Pro SP2 w/ 256mb RAM and PIII 800mhz processor. On this Win2k machine, the page load time was about 5 - 10 seconds over the same connection. This is quite puzzling to me - as I would expect that the systems would have similar performance. Any ideas would be much appriciated? Regards, Lawrence Tag: Apply the CRM SBE wizard XML file Tag: 49930
  - 3
    - Can't send Email inside domain using Workflow rule We are using CRM 3.0 and we have setup a workflow rule that sends emails to our sales guys when an opportunity is closed (lost). However when we tested the rule, the owner of the opportunity always got an email saying.... Undeliverable:Opportunity Lost Your message did not reach some or all of the intended recipients. You do not have permission to send to this recipient. For assistance, contact your system administrator. < <our CRM server> #5.7.1 smtp;550 5.7.1 Requested action not taken: message refused> We tested the rule by changing the recipient of the message to be an outside account (hotmail account) and that message went through just fine. The problem seems to be only when the rule needs to send a message to internal email address. By the way I can send emails inside the company from CRM directly, the only problem we see is through this workflow rule. Any ideas? Is it the way the rule is created? Ben Tag: Apply the CRM SBE wizard XML file Tag: 49928
  - 4
    - 1.2 and Crystal Reports Parameters We were getting a licence error when trying to run reports on 1.2, so we reset the Crystal services, which resolved the error. However, we are no longer are presented with the opportunity to enter parameters into our reports; instead the reports just run when selected. Anyone have any idea why our parameters are no longer showing up? Tag: Apply the CRM SBE wizard XML file Tag: 49927
  - 5
    - Error when completing a task We upgraded CRM 1.2 to 3.0 a couple weeks back. Ever since we periodically see the following error pop up while inside of the Outlook Client: "There is a problem communicating with the Microsoft CRM Server. The server might be unavaiable. Try again later. if the problem persists, contact your system administrator." Also, when attempting to complete/cancel tasks in CRM, we receive the following error: "An error has occurred. For more information, contact your system administrator." The strange part here is, we receive this error, yet when we click Cancel on the error screen, the screen closes and the task did in fact complete/cancel and do what it's supposed to. Everything did what it was supposed to yet this annoying error is popping up every single time for some unknown reason. The most frustrating part is when our salesmen are trying to sell CRM 3.0 and potential buyers are seeing these errors in the system. This doesn't make for an easy sell. Please advise. Thanks!! Cayla Tag: Apply the CRM SBE wizard XML file Tag: 49924
  - 6
    - MSCRM 3.0 Outlook Client Toolbar Hi The Toolbar in the Outlook Client is not working. I already cleared the cache, but it didn't help. Can anyone help me? Thanks Mike Tag: Apply the CRM SBE wizard XML file Tag: 49923
  - 7
    - Switch database Hi, Can i switch the db from a current install of CRM 3.0 with a db from another crm 3.0 install. I tried to upgrade crm 1.2 and it crashed half way through it. I ended up with a migrated database and a crap install that didnt function. Also the 1.2 install was deleted. So i did a clean install of the 3.0 and now i want to try to attach the fully migrated db to the successful install. Please help as the customer is growing annoyed with all the set backs. thanx Tag: Apply the CRM SBE wizard XML file Tag: 49922
  - 8
    - Entity Relationship Diagram Is there any way to generate and Entity Relationship Diagram in 3.0? Tag: Apply the CRM SBE wizard XML file Tag: 49920
  - 9
    - New window does not open after installation 3.0 I have having a strange problem. I just installed a fresh copy of 3.0 Pro and when I go on the url of the server, I can see the blue background for a second and then it tries to open a new browser then it closes both screens. From the server it self it works if I do http://localhost/. I have no clue what could be causing this or how to fix it. Anyone have suggestions? Tag: Apply the CRM SBE wizard XML file Tag: 49915
  - 10
    - 1.2 and 3.0 on the same AD can 1.2 and 3.0 co-exist on the same Active Directory environment? Tag: Apply the CRM SBE wizard XML file Tag: 49914
  - 11
    - Case Assigned History Is there any way if a case is assigned to users and back again, that history can be tracked in 1.2? Thanks, Tag: Apply the CRM SBE wizard XML file Tag: 49913
  - 12
    - problem with formatNumber I´m doing a develop in asp.net, wich i update in CRM with CRMIncident.Update i have problem only in currency field. The browser client can use culture spanish with separator decimal "," in format number not equal to CRM (if it is ".") programing i can read configuration culture of browser client but not culture configured inside the CRM can I read culture inside CRM? the version is CRM 1.2 and vs.net 2003 Help me please... thanks Tag: Apply the CRM SBE wizard XML file Tag: 49911
  - 13
    - CRM 3.0 Install I am reading through the CRM 3.0 Implementation Guide and came across the following: "Microsoft CRM Server is supported only with a default instance of SQL Server. Named instances of SQL Server are not supported with Microsoft CRM." Is this a best practice suggestion or a requirement due to an incompatibility? Also, the default instance of SQL Server in our environment hosts a Windows Sharepoint Services database. Are there any known issues running in the same SQL instance as Sharepoint. The CRM guide indicates the following: â?? Modification of system tables. The SQL Server system tables should not be modified when Microsoft CRM is installed. Some database applications may modify the SQL Server system tables. If this occurs, problems with Microsoft CRM and data may result. â?? Replication. Many SQL Server implementations have only one distribution database that is shared by multiple SQL Server applications. It is important that other SQL Server applications do not assume that the distribution database is not shared and make modifications that affect Microsoft CRM. Thank you for any insight you can provide into these matters.... Tag: Apply the CRM SBE wizard XML file Tag: 49908
  - 14
    - Moving data to custom entities I have a customer in the Financial Services industry that would like to upgrade to 3.0. Part of the implementation will be creating a custom entity to store portfolio information (life insurance, diability, Dental, etc.). This data is currently stored in a SQL table from another application. I would like to move this data from its current location to my customer entity. Do I have to use data migration framework or the sdk to do this or can i just do this within SQL? Thanks. Tag: Apply the CRM SBE wizard XML file Tag: 49907
  - 15
    - Workflow Monitor 3.0 Issues We upgraded our CRM system from 1.2 to 3.0. We have had workflow in place with 1.2 and now with 3.0. Now (in 3.0) for some reason on select running processes that display in Workflow Monitor we are unable to take any action. We cannot pause, cancel, jump to, etc... Through troubleshooting we determined that the processes that we are unable to perform any action with via Workflow Monitor are the Workflow processes that were currently running during the upgrade to 3.0. Any workflow process that has started POST UPGRADE is functioning fine and we are able to perform any of the actions via Workflow Monitor. Any workflow process that was running DURING THE UPGRADE is no longer functioning and we are unable to perform any of the actions via Workflow Monitor. Is this a known issue? Is there a way around this? Are others experiencing this same issue? Please advise. Tag: Apply the CRM SBE wizard XML file Tag: 49905
  - 16
    - SQL Server Crash and Restore Problems We had a SQL Server hardware failure last week. My support team rebuilt the box and restored the databases, however, to join it to the domain they added it rather than place it back in the original workgroup. I am assuming this has 'reset' the SID for the SQL box (it has the same name). Thus, when I reinstall CRM and utilize existing databases, I have authentication issues for my security service. I have attempted all KB resolutions for this and can only assume at this point that this is SID related. Can anyone offer disaster recovery guidance for me? thanks, Austin Tag: Apply the CRM SBE wizard XML file Tag: 49899
  - 17
    - Verify Domain User account SPN error Does anybody have any ideas where to look to solve the following error installing crm 3.0? "Verify Domain User account SPN for the Microsoft CRM ASP.NET Application Pool account." Tag: Apply the CRM SBE wizard XML file Tag: 49896
  - 18
    - Some customizable entities are not editable CRM 3.0 I'm gradually translating as much of labels/ display names as possible into Swedish since we're a Swedish company. In some of the supposedly customizable entities it is not possible to change the Name or Plural Name. This is the case e.g. for Price List, Role, Subject, Team, Unit etc. Is this only a problem in my installation or is it a bug? Any suggestions on how to solve the promblem? Regads Glenn Tag: Apply the CRM SBE wizard XML file Tag: 49886
  - 19
    - OnChange event - Changing the color of the form Hi all, I want to let the end users change the color of the top and bottom dark blue (or navy) borders of the Account form using a drop down that lists the colors (red, yellow and blue) .So the OnChange event of the picklist should trigger the change of the top and bottom dark blue colors to which ever color is selected. However I dont know if this can be accomplished. I even dont know if a stylesheet is used for that purpose, which one refers to these areas of the form. Any help will be deeply appreciated. Thanks in advance! Tag: Apply the CRM SBE wizard XML file Tag: 49885
  - 20
    - V1.2 - Importing Account ??? Hello all, I need to import customer from another data source into accounts in V1.2. In the import menu i see only the possibility to import leads or contacts, how can i do? there is a easy way to do this? Can I import my data into leads and bulk convert them into account? Thanks and regards. Diego Tag: Apply the CRM SBE wizard XML file Tag: 49883
  - 21
    - Seconday email Is there any way to email to a users secondary email address. When we select a user, there doesnt appear to be any way to specify which email is used. Ian Tag: Apply the CRM SBE wizard XML file Tag: 49882
  - 22
    - guid in AD group Hi, What is the link between the guid that you find in the name of the securitygroups in active directory and the crm system? to what index does it refer? Thanx Tag: Apply the CRM SBE wizard XML file Tag: 49880
  - 23
    - Incoming email We appear to have an intermittent issue with incoming email. Most (90%) replies to outgoing email are trapped by the CRM and correctly associated with a record. However some incoming mail just does not appear in CRM even though it appears to have the CRM GUID in the subject field (its identical to the outgoing mail). Any idea why this could happen ? Thanks Ian Tag: Apply the CRM SBE wizard XML file Tag: 49879
  - 24
    - Contact Bulk Import Related Tables Is there a way to use the contact bulk import when you have related tables? We have a customer that has a large amount of information about their clients which we had to build related tables to store the information and now we would like to use the bulk import to populate those related tables. Thank-you Tag: Apply the CRM SBE wizard XML file Tag: 49877
  - 25
    - Workflow emails in CRM 3.0 stuck as open activity We just upgraded to CRM 3.0. We created new workflow rules to send an email when a case is created. If you create a new case, the customer receives the email, but a copy of the email stays as an open activity in the case. We have made sure that everything, including the Exchange connector, is up to date. Any ideas? Tag: Apply the CRM SBE wizard XML file Tag: 49874
- Next
  - 1
    - Change Organization name and use exisiting CRM DB I did a search on this could not find it here. We need to change the organization name and be able to re-use the data which is already in the CRM Database. Is this going to work? what are the steps? I know probably the redeployment is one way. correct? any other way? The original CRM key and org-name was MSDN and the new one is "official" Microsoft issued license with the legal company name. Thanks for any suggestions. Regards Max Tag: Apply the CRM SBE wizard XML file Tag: 49873
  - 2
    - Upgrade Advisor Message Error (SqlServerName) Good morning all, Currently on CRM 1.2, i ran the UpgradeAdvisorCrm on my CRM Server, and i had this fallowing message : Data ServerInstallInfo.SqlServerName is not available It s a bit strange, because my CRM 1.2 system wroks perfectly. What this message exactly means ? Thanks for your Help Regards, Tag: Apply the CRM SBE wizard XML file Tag: 49867
  - 3
    - Easiest way of moving CRM 3 data to new server We setup all of our CRM 3 data on an old server. Now that we are using CRM for real, we have ordered a nice new shiny box for CRM to run on. Is there an easy way to move the CRM data across from the current box to the new one? If not, its not a great problem, but would save a lot of boring jobs for someone here. Olly Tag: Apply the CRM SBE wizard XML file Tag: 49866
  - 4
    - Redeployment We are replacing the majority of our servers (one of them being out CRM server) and I was wondering if there is a CRM 3.0 redeployment tool like there is for 1.0 and 1.2? Thanks. Tag: Apply the CRM SBE wizard XML file Tag: 49864
  - 5
    - Attaching letters to clients/companies Hi, In CRM v3 is the abililty to add a "Letter" record to a client/company in which it appears you can add the subject, some notes, dates etc. However, it doesnt appear that you can add the actual letter via an attachment or other means. Is there anyway to add all correspondance to a client/company so that other CRM users are able to see the actual letter, rather than someones notes *about* the letter (which might miss out, in our case, crucial wording or absence of crucial wording) ? Olly Tag: Apply the CRM SBE wizard XML file Tag: 49863
  - 6
    - Question about E-mail templates in 3.0 Do anyone knows whether it is possible to customize email templates to include e.g. flash or jpegâ??s or just a plain word dodument?? Tag: Apply the CRM SBE wizard XML file Tag: 49862
  - 7
    - customization of look up records web page dialog I was wondering whether it is possible to customize the look up records web page dialog as in the page where you can look for an account to associate with a consultant. I wish to add extra values in the "look for" drop down list of this web page to incorporate new entities that I have created, such that you can look for both accounts, consultants, and any other values. Tag: Apply the CRM SBE wizard XML file Tag: 49861
  - 8
    - CRM 3.0 External Connector Hello! Do you know what is the new feature of CRM 3.0 "External Connector" and what exactly we can do using it? Is it an application? Thank you, Elena Tag: Apply the CRM SBE wizard XML file Tag: 49852
  - 9
    - Ladies and gentlemen ... ... CRM has left the building we gave it a fair try but enough is enough and we have now consigned the whole damned lot to landfill. Other products out perform it and are cheaper and SAP is barely more expensive and vastly outperforms it. Tag: Apply the CRM SBE wizard XML file Tag: 49850
  - 10
    - Contacts & accounts searches criteria apply only to active status When a search criterion is entered in 'look for' field of contacts and accounts search windows, regardless of filters set up in the view the list displayed contains only active accounts. Extarct from recent support advice 'the results show that the filter is hard coded to be active Contacts. Even changing the value of â??IsQuickFindQueryâ?? attribute did not affect the behavior.' This fault may be present in all search windows, leads, opportunites etc. An urgent hot fix is required to allow user defined filters in the views (as well as default views) to be 'honoured' and not ignored Important. The fix is required for both version 1.2 snd 3.0 ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=2dee9141-8801-48d1-ba6e-dbb316dfaeec&dg=microsoft.public.crm Tag: Apply the CRM SBE wizard XML file Tag: 49849
  - 11
    - Unit group greyed out in product When we create a new product and open it again we can't change the unit group, only the unit, it is greyed out. Do we have to delete and recreate the product item or is there an explanation. We haven't created a pricelist because we don't use it in this solution. Jack Tag: Apply the CRM SBE wizard XML file Tag: 49847
  - 12
    - Data Migration from CRM 1.2 to CRM 3.0 How do I import the Opportunities information from CRM 1.2 to CRM 3.0? I have 1.2 installed on the old server. 3.0 installed on another server. We didn't perform any upgrades, as we were evaluating the products. I just need to get the Opportunities information from 1.2 to 3.0. Any help is appreciated Thanks Vinay Tag: Apply the CRM SBE wizard XML file Tag: 49844
  - 13
    - Features disappearing Hi, Can anyone tell me how to workaround the fact that loads of functionality go missing when both CRM Outlook and the the browser based version is running. Certain buttons and features disappear (e.g. Settings, Delete from queue etc etc etc) which makes it close to impossible to work with. I've seen many people with the same problem but no good solution. Thanks, Manso Tag: Apply the CRM SBE wizard XML file Tag: 49835
  - 14
    - Attachment to an artical How can i add an attachment to an artical (or Knowledge base)? Tag: Apply the CRM SBE wizard XML file Tag: 49833
  - 15
    - Contact ownership Is it possible for a contact or account to be owned by a group instead of just a user? Cheers, Mike Tag: Apply the CRM SBE wizard XML file Tag: 49826
  - 16
    - Users guide Is there a "Users Guide" for version 3.0? I found one for ver 1.2 but not 3.0. Gary Tag: Apply the CRM SBE wizard XML file Tag: 49825
  - 17
    - How do I clean old computers from the CRM database? Hi, As direct access to the CRM database is not supported and risky, can anyone please advise what the best method is to clean the CRM database of old client computers. If the CRM client and MSDE is uninstalled from a client, records of this client remain within the CRM database, specifically in the Subscription tables. What is the method to remove these entries? John Balsillie GroundProbe -- John Balsillie Tag: Apply the CRM SBE wizard XML file Tag: 49823
  - 18
    - "Grid Refresh Failed" Hello, Would appreciate any assistance you might be able to give me. We've just upgraded to CRM 3, and I'm currently entering a backlog of activities. When I try to associate the activity via the "Regarding" field, I usually select a contact, by changing the "Look for" drop down list to Contact, and seaching on part or all of the contact name. Throughout my efforts today, when I attempt this process, the following occurs, when I try and select Contact from the list: 1. I get an error message which reads "An error has occured. For more information, contact your system administrator." 2. I click OK on the error message 3. The message disappears, and I type in part/all of the contacts name in the appropriate field and click "Find". 4. The error message, as above, appears again. 5. When I click OK for the second time, two things happen i) the data in the "Look Up Records" dialog disappears, and a message appears in the centre reading "Grid Refresh failed". ii) the error message dialog appears a 3rd time. 6. This continues if I keep trying to search in the dialog box. This problem is also occuring elsewhere in similar search fields. Thanks in advance! Tag: Apply the CRM SBE wizard XML file Tag: 49819
  - 19
    - CRM menu is dim The "CRM" menu pad in my Outlook client is dim (disabled). Does this mean my CRM 3.0 client is not functional. I got the message following message after installing the 3.0 client for Outlook: "An error occurred loading Microsoft CRM functionality. Try restarting Microsoft Outlook. Contact your system administrator if errors persist." Many thanks for anybody who can help. KM Tag: Apply the CRM SBE wizard XML file Tag: 49818
  - 20
    - Load Balancing We are looking to load balancing the CRM application. Is there any additional licensing required in order to do so? Tag: Apply the CRM SBE wizard XML file Tag: 49795
  - 21
    - Print View Anyway to customize the print view in 3.0. You can customize virtually everything in CRM but it seems that the print view is something that cannot be. Any ideas how to do this? Creative ways (i.e. not officially supported) may also come in handy. A little more on the topic. The print view appears to be the only "report" available offline - if other reports were available offline then I could customize those but that not being the case I am looking at the print view as being the way to potentially work around this... Tag: Apply the CRM SBE wizard XML file Tag: 49794
  - 22
    - Offline reports Reports are only available when users are online. Is there anyway to create a custom report to use the offline store. Better yet - is there a way to have the report go to the offline store when disconnected and use the server database when connected. Would be nice if all reports worked this way... Tag: Apply the CRM SBE wizard XML file Tag: 49793
  - 23
    - Send email issue with CRM 3.0 Laptop client Ever since I have installed 3.0 laptop client I am getting error sending emails from laptop client. It doesn't matter whether I attach a CRM object or not Your message did not reach some or all of the intended recipients. Subject: Con call dial in info CRM:10240002 Sent: 1/11/2006 10:38 AM The following recipient(s) could not be reached: Eugene Brownell on 1/11/2006 10:38 AM This message could not be sent. Try sending the message again later, or contact your network administrator. You do not have sufficient permission to perform this operation on this object. See the folder contact or your system administrator. Error is [0x80070005-0x80070005-0x000508]. Sachin Roy on 1/11/2006 10:38 AM This message could not be sent. Try sending the message again later, or contact your network administrator. You do not have sufficient permission to perform this operation on this object. See the folder contact or your system administrator. Error is [0x80070005-0x80070005-0x000508]. Tag: Apply the CRM SBE wizard XML file Tag: 49780
  - 24
    - Error When deleting from CRM 3.0 All of a sudden I cannot delete any data from CRM 3.0. I recieve an error that states "SQL Server Error Happened. Please contact an administrator" I cannot find any information in the Event viewer. Has anyone seen this problem or know of a solution. Any help is greatly appreciated. Thanks, Lee Tag: Apply the CRM SBE wizard XML file Tag: 49777
  - 25
    - CRM 1.2 - Workflow email from Queue? (How) can CRM 1.2 workflow send email from a Queue? When I try to configure it, the workflow-generated e-mail gets sent from the user's email address TIA! Peter Tag: Apply the CRM SBE wizard XML file Tag: 49776

I ran the Microsoft CRM SBE configuration wizard and took the option of
saving the info to an XML file to be applied latter. Now for the life of me
I can't figure out how to "apply it latter".

Anyone know how this is supposed to work?

Gary

Top

Re: Apply the CRM SBE wizard XML file by Gary

Gary
Thu Jan 12 17:13:44 CST 2006

I stupidly went through the wizard a second time, thinking it would prompt
me at the IMPORT phase and let me specify my saved XML file. But it didn't
now if I run it again I get a message that it can only be run once!
Arghhhh.

Is there ANYWAY to get it to let me run it again? I tried going to a
command prompt and running it from there. But it gave me the same message,
that it could only be run once.

Gary

"Gary Shell" <gshell@fuse.net> wrote in message
news:u$daRr8FGHA.2320@TK2MSFTNGP11.phx.gbl...
>I ran the Microsoft CRM SBE configuration wizard and took the option of
>saving the info to an XML file to be applied latter. Now for the life of
>me I can't figure out how to "apply it latter".
>
> Anyone know how this is supposed to work?
>
> Gary
>

Top