Customization: disabling built in features

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  - 1
    - Crystal Reports Version What version of Crystal Reports 8.5 is recommended? From crystaldecisions website I see Standard, Professional, Developer, and Advanced. Which is the best choice or at least minimum? thx, Gary Tag: Customization: disabling built in features Tag: 5268
  - 2
    - CRM not Default site after re-installing .net framework Hi Everyone, I was having the following error when trying to edit my Business Unit on a new install: Server Error in '/' Application. I tried a fix that another user posted on this newsgroup. Apparently that error was caused because I had .Net Framework 1.1 installed. I unintalled it, installed .net framework 1.0 and the sp2, but now I cannot open the CRM app from the browser anymore(server nor client) It opens up the IIS default page. How can I correct this and have my CRM page open by default again? Help!!! Thanks, Jaime Tag: Customization: disabling built in features Tag: 5266
  - 3
    - CRM Uninstall and move to new server Not realizing that CRM was not compatible with windows 2003 server I built a windows 2003 CRM machine. As it does not work properly I am moving it to a new server. Currently we have no data in the CRM system so no concerns of loosing information. However i am wanting this to go as smoothly as possible. Please comment on the following steps. 1. Uninstall CRM from server 2. Delete databases and OU (IS THIS STEP NEEDED) 3. Build new server with same name 4. Reinstall CRM. Any assistance would be greatly appreciated. River Cox Tag: Customization: disabling built in features Tag: 5259
  - 4
    - Macro I wish to write a macro for excel. The macro would read the value in R1,C1, if the value is >=1 then the contents of row 1,(R1,C2...C8) would be copied to a new worksheet at row 1, if the value is zero it would do nothing but read the value in R2,C1 and then repeat the "if then" until eof. Thanks Tag: Customization: disabling built in features Tag: 5256
  - 5
    - Removing a previous install of Sales for Outlook I have a machine that had Sales for Outlook installed on it while it was joined to a different domain and connected to a different CRM server. Now, it's in my domain and I want to set it up with Sales for Outlook again. I can't un-install it using Add/Remove programs - it gives me an error that this operation is only valid for installed products. I can't just run an install of it because the install program tells me that there is already Sales for Outlook installed for another user. I tried removing the instance of SQL server and all related folders. The setup will run, install SQL back, and then stop with the message about installation for another user. Besides probably removing Office and manually deleting SFO files, are there any other options? Tag: Customization: disabling built in features Tag: 5255
  - 6
    - Logical user other than send email When creating an "send email" action in workflow manager you can send to "Logical User". Can we use Logical user in other actions. What I want to do : When a lead gets converted to a contact, account, opportunity, I want to assign all that to the user who made the conversion. Do I have to use the SDK to do that kind of stuff ? Is the Workflow manager working only with static values ? TIA Fred Tag: Customization: disabling built in features Tag: 5253
  - 7
    - Data Migration Framework = Joke This MS "Data Migration Framework" is nothing of the sort. It doesn't even migrate over a Contact's Email address...their email address! Probably the single most important thing you want to bring over other than their name. It also says it brings over Notes but it doesn't. It is cludgy and cumbersome and clearly just a last minute MS hack...thanks MS! Tag: Customization: disabling built in features Tag: 5252
  - 8
    - Customize Price List Items I think I can safely say that its not a supported customization to modify the Price List Items form. Needless to say I'm once again disappointed with this product, but to be a good trooper (until we switch to another CRM), the lack of this ability really screws everything up for out business process. First it was bad that the entire kitting process in the Product catalog serves no function whatsoever, but now I can't customize the price list or price list items?! So am I to believe that EVERY SINGLE ONE OF YOU are using the same price list form?! PLEASE tell me I'm not alone in this? Hello Microsoft? Way to screw up another software. No seriously. This is beyond stupid. no thanks, Gary Tag: Customization: disabling built in features Tag: 5249
  - 9
    - Use of Tab key in Outlook freezes computer When I use the tab key to move from field to field in Outlook, my computer hangs up/freezes. Anyone have any suggestions? Thnaks. Tag: Customization: disabling built in features Tag: 5248
  - 10
    - Register for license key? Hi Where do I need to register to get license keys for my organization? Thanks Tag: Customization: disabling built in features Tag: 5245
  - 11
    - MSCRM Sales Module - Looking for Functional Spec Document Hello. I'm in the process of purchasing MSCRM Sales Module for my organization and wanted to see if anyone has written a functional spec document they would be willing to share with me. Thanks in advance for your help! Tag: Customization: disabling built in features Tag: 5241
  - 12
    - Visio Professional: Smart Shape Wizard When I try to use the Visio SmartShape function I get a run time error "OLE Automation Error" I have the original comapct dick software and I am a licenced user. Can anyone please help. Tag: Customization: disabling built in features Tag: 5240
  - 13
    - Crystal Reports Logon Error Hello, I've moved my CRM installation from one machine to another (backed up the DB's and restored them on the new server) and I'm getting the infamous "Crystal Reports Logon Error - please verify that you have enough Crystal Licenses" I've tried the solutions from the 3 MS knowledgebase articles to no avail. In the application log I'm gettting 34400 errors.. The description for Event ID ( 34400 ) in Source ( Crystal_WebConnector ) cannot be found. The local computer may not have the necessary registry information or message DLL files to display messages from a remote computer. The following information is part of the event: assert failure in file (Y:\backend\WebAppServer\wsconnector\src\isapi\workerpool.c pp) at line 71. (false : Request failed with code 3 and error message Communication failed with all configured Web Component Servers because they are disabled or not currently running. If this problem continues, please contact the system administrator.).. The WCS servers appear to be running (according to the Crystal Configuration Manager) however I am unable to authenticate via the enable/diable servers button. Which account and authentication type should I be using? Thanks Neil Tag: Customization: disabling built in features Tag: 5238
  - 14
    - Has anyone gotten an Action Pack CRM License? I have been requesting a CRM license every day for the past couple of weeks from my Action Pack, and I have not gotten anything yet. Has anyone gotten a usable license key from their Action Pack code? Does it take this long if you are selling the product to get a license to activate your customers? Bill Walter Tag: Customization: disabling built in features Tag: 5234
  - 15
    - MS Money I have money 99 with all my business info on it. I recenly purchased money 2003 and I can't figure out how to transfer all my files into money 03. Please let me know if anyone out there can help....problem is, my new laptop does not have a floppy drive, only CD and money 99 wants to use a floppy. Thanks Tag: Customization: disabling built in features Tag: 5233
  - 16
    - how to view shut down log My 2003 server is shutting down on its own and I want to view the shut down log. How do I do this. Thanks. Tag: Customization: disabling built in features Tag: 5231
  - 17
    - MS CRM IN HIGER EDUCATION Hi everyone, I'm looking for contact with (higher) education institutions currently implementing Microsoft CRM to share experiences. If you know of any MS CRM projects in Education, please let me know! Many thanks, Marc Tag: Customization: disabling built in features Tag: 5230
  - 18
    - XP Incompatable I recently bought a replacement PC with Windows XP installed on it. Now I cannot run some of my accounting software on this workstation. We use VisionPoint 10 connected with a LAN. The XP 'compatability' features do not seem to work with 'server-based' programs. The most severe problems appear to have to do with 'screen positioning'. Any ideas? I tried troubleshooting, I tried Compatability in the file properties, and I Disabled the "new interface components". Tag: Customization: disabling built in features Tag: 5229
  - 19
    - EULA in Microsoft Office I have just installed Office XP on my computer and registered it online with Microsoft, but everytime I open one of the programs it asks me to accept the EULA again. How do I stop it from asking me that everytime I open an Office program? Tag: Customization: disabling built in features Tag: 5224
  - 20
    - Looking for MS CRM Partner in Northern CA Bay Area Hello, We are a small startup company (MCSP) in the N. Calif. Bay area looking for a similar company to partner up with. We are currently 2 employees. I am a Microsoft MCSE with quite a lot of systems experience which includes SQL Server, Exchange and Cisco products. Both myself and my partner are former Microsoft Great Plains Business Systems employees from the Solomon Software division. We are looking to team up with other Microsoft CRM partners and Microsoft Small Business Manager partners for a mutually beneficial relationship. E-mail me directly to contact. Chuck Sellers Financial Infosystems chuck@financialinfosystems.com Tag: Customization: disabling built in features Tag: 5218
  - 21
    - Price List Items Is there a way to customize the Price List Items form? Its not under system settings. tia, Gary Tag: Customization: disabling built in features Tag: 5216
  - 22
    - Duplicate Check Example Has anyone had success is implementing this sample code?: http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm/html/mbs_crmappdup.asp I simply dumped it into a folder on the CRM server under wwwroot. And try to run it from there (at this point I'll run it manually, I dont need a button via ISV). My biggest problem is understanding the step "Add Assembly as Reference to Solution". What exactly am I suppose to add? And where do I place this? Even to that, I still get errors. The first one was that it can't load: prjTechConference2002MSCRMSDKDemoWeb.ISVDuplicateCheck so on ISVDuplicateCheck.aspx on the <%@ Page > tage I added Src="ISVDuplicateCheck.aspx.cs" (seems like CodeBehind doesn't point properly). After that I got a new error: CS0246: The type or namespace name 'ISVAccount' could not be found (are you missing a using directive or an assembly reference?) I don't know how to fix this, but even if I did, I bet it would produce another error. I posted this before and only got one reply that it worked for him (nothing more nothing less). Any help would be greatly appreciated thx, Gary Tag: Customization: disabling built in features Tag: 5215
  - 23
    - License key to add users I successfully installed CRM on one machine but in order to add a user or to grant him access I need a license key. I don't know from where I can get this license key and with whom I should talk. I can't allow users to work on CRM without having the license key. Can you help please with that Note that i got the CRM CD from the Microsoft CD box Tag: Customization: disabling built in features Tag: 5203
  - 24
    - Problem with installation of Microsoft CRM During Microsoft CRM setup I got the following error: "Installation failed prematurely" and then "Failed to install Microsoft CRM Server. Failed to install MSI part of Microsoft CRM Server Setup. Unspecified error (80004005)" The error occurs after "Removing backupfiles", the setup have not created any SQL-database Can anyone help? Erling Tag: Customization: disabling built in features Tag: 5202
  - 25
    - need product key for microsoft works I recently purchased a computer from a friend that had microsoft works discs with it but was no longer installed on the computer, gateway said that the warranty was out and could not help me and suggested I ask for help here. If anyone could help me with this issue I would greatly appreciate it. Tag: Customization: disabling built in features Tag: 5201
- Next
  - 1
    - CRM license Key I successfully installed CRM on one machine but in order to add a user or to grant him access I need a license key. I don't know from where I can get this license key and with whom I should talk. I can't allow users to work on CRM without having the license key. Can you help please with that? Note that i got the CRM CD from the microsoft BOX Tag: Customization: disabling built in features Tag: 5200
  - 2
    - office access upgrade Is there a way to add Access to my existing MS officeXP standard ? Thanks, Tag: Customization: disabling built in features Tag: 5185
  - 3
    - Newbi MS CRM developer Greetings, We are ramping up to do some integration between MS CRM and an ERP package MFG/PRO (by qad, see www.qad.com). Our first effort will focus on transferring data from MFG/PRO to MS CRM. Specifically: 1) MFG/PRO "customers" to MS CRM "Accounts" 2) MFG/PRO invoices to ms crm invoices (invoice and invoicedetail). 3) MFG/PRO "items" to MS CRM products (I think). After doing our research, we've decided to take the SDK route. By this I mean that we won't use Biztalk or the data migration tool (?) but instead use methods on objects such as "Invoice.CreatAndRetrieve()". I'm hoping to get a little validation from the group and hopefully some tips on how to proceed. The process we envision goes as follows: - A business event on the MFG/PRO "side" triggers an export process of a customer (for example). - The export process creates an XML document in form and shape exactly as the SDK docs describe. By this I mean that we look at the invoice.xsd file and construct an XML document that can be directly fed into the Invoice.CreateAndRetrieve() method. - Post the XML document to an ASP page. I think we post it as a "regular" HTTP message since the contents of the XML should be treated like a string at this stage. - The ASP page takes the XML and uses it as a parameter to the Invoice.CreateAndRetrieve() method. - ASP page invokes the method. - ASP page returns back the GUID of the invoice to MFG/PRO so that a cross reference can be maintained. How does this look? Make sense? I have more questions, but I'll wait and see if anyone bites on this :) Regards and TIA, --Paul Galvin ISSG Home office: 201-251-1079 Cell: 973-610-5655 "When I was a little boy, I had to bring the newspapers inside." "Well ... When you were a little boy that was stupid!" Tag: Customization: disabling built in features Tag: 5184
  - 4
    - Queue field? For Cases that are in a Queue, what field in the Case document corresponds to the Queue? If I were just looking at a Case and wanted to see in the details what Queue it was in, I wouldn't know unless I went to the Queue to see all the Cases. Tag: Customization: disabling built in features Tag: 5178
  - 5
    - Can I Email a Quote? Does CRM allow me to email a quote within the application? -- Brandon IT Director Office Equipment & Supplies at http://www.presentationsdirect.com Tag: Customization: disabling built in features Tag: 5177
  - 6
    - Width property in isv.config? I'd like to pop up a window by adding an entry in the isv.config. But I am unable to specify anything for the width and hieght of the window, is there a list of possible parameters anywhere? thanks -Paul Tag: Customization: disabling built in features Tag: 5174
  - 7
    - need software solution I am trying to print many different file types automatically, but I cannot do so because of the different file types. I need some sort of "distiller" to turn these files into one printable file type, ie PTF. There are going to be Word, Exel, Internet Explorer, and other different file types need to be "distilled" into a common file type to print automatically. I don't know if this type of software even exsists, but if anyone can push me in the right direction, I would much appreciate it. Thanks, Joe Tag: Customization: disabling built in features Tag: 5173
  - 8
    - Internal email via workflow Is it possible to use an email template to create an email to internal users? I am trying to send a notification to people that has detail about the Case, Number, description, etc, which seems to be only possible using a template. However, it looks like it is impossible to specify the recipient as the User while creating the workflow, which has resulted in external contacts receiving the email that was intended for internal consumption. If anyone has advice on this, I would appreciate it. Thanks, SC Tag: Customization: disabling built in features Tag: 5170
  - 9
    - help Ok I have 3 computers 2 have windows xp the other has windows 98se. I am networking them together with a hub. The xp machines see each other and the win 98 machines see the xp machines but the 98 machine won't see it self and the xp machines won't see it. I have a\enabled file sharing on all computers and from what I can tell all the portocols are there except xp doesn't use NEt beui like win98. The netbios is enabled over ipx\spx Tag: Customization: disabling built in features Tag: 5166
  - 10
    - Microsoft Money 2002 install/uninstall Money installation wizard starts every time I try to enter the control panel. I already have Money 2002 installed. However, after uninstalling, the program continues to be shown in my program list on the install/uninstall window. Please help. Tag: Customization: disabling built in features Tag: 5158
  - 11
    - What ports necessary on the Domain Controller? I am trying to secure a Win2k public Active Directory domain controller by using RRAS packet filtering. This machine has Exchange 2000 as well. In order to have MSCRM on another server continue to communicate with it, what ports need to be open? Just the DNS port or are there other ports that MSCRM needs to communicate with the AD on? Tag: Customization: disabling built in features Tag: 5156
  - 12
    - Where is the data? I have now successfully (I think) installed the server and the Outlook client. I chose to installe the server with the sample database. When i go to another PC and use IE to go to the website I cannot see an data at all. How can I be sure I am connected to the correct website? What should I be seeing? Sarah Tag: Customization: disabling built in features Tag: 5150
  - 13
    - Totally remove CRM How can one TOTALLY remove CRM? The uninstall does NOT remove AD pointers nor SQL db's. I want it totally gone. No trace. No registry keys. Nothing. Any ideas? Sincerely, Brian S. Bergin Terabyte Computers, Inc. Tag: Customization: disabling built in features Tag: 5147
  - 14
    - Biz Talk Server and CRM Hi, Has anybody used the biz talk server to connect CRM with an external Sequel database? Jerry our email address is at: ibizinitiatives dott com Tag: Customization: disabling built in features Tag: 5142
  - 15
    - Will MS CRM v1.2 support .Net Framework 1.1? Does anyone know if the international version of MS CRM v1.2 will support the .Net Framework 1.1? Tag: Customization: disabling built in features Tag: 5132
  - 16
    - URL? I ran the default install for the adventure works demo last night. I cannot connect to the server via IE. Can anyone confirmt the URL I am supposed to be using? Sarah Tag: Customization: disabling built in features Tag: 5130
  - 17
    - Crystal Reports Error We have moved CRM from one server to another server. Everything has gone well except now when we try to open any report we get the following message: File Repository Server Input is down. [On Cache/Page Server: CRMSERVER.pageserver] Under the Crystal Configuration Manager I can see it has entries now for both the old server and the new one. Can anyone help? Andrew Reeves Tag: Customization: disabling built in features Tag: 5127
  - 18
    - Crystal Reports We have moved CRM from one server to another server. Everything has gone well except now when we try to open any report we get the following message: File Repository Server Input is down. [On Cache/Page Server: CRMSERVER.pageserver] Under the Crystal Configuration Manager I can see it has entries now for both the old server and the new one. Can anyone help? Andrew Reeves Tag: Customization: disabling built in features Tag: 5126
  - 19
    - Need to make dealer lists - what software to use I currently have Windows XP loaded on my computer from Gateway. (no office vesions). I work out of my home and need to make some separate dealer lists for each State in the US. I would like to be able to add or delete from these dealer lists at anytime. I do not need any spreadsheets. There is no math involved. I will only have store names and addresses, phone numbers. Each list will be sepearte, for each State. Which Micorosoft program will allow me to do this? Your help and commnets please. Thanks so much. Tag: Customization: disabling built in features Tag: 5119
  - 20
    - Outlook contacts and address book I can export or transfer addresses from my contacts list but not from my contacts to my address book. Hence I cannot use the contacts in Word for envelops or mailings. How do I correct this? Molly Tag: Customization: disabling built in features Tag: 5117
  - 21
    - Problesm in setting up client I have set up the server with the sample database and added a few users. I would now like to start testing it properly. I would like to install the Outlook Sales client. I have a couple of problems with this 1) What is the URL of the server? 2) When the install gets part of the way through i get the error message that there is no default mail client, or the client cannot fulfill the request. The default client is set by a GPO. I double checked Outlook and everything looks normal. (except of course that it is greyed out and I cannot change the default to anything else) Another problem I had, was that when I first ran the install the install said that I did not have Outlook 2000 or later installed. I have XP SP1 installed. After I reran the install it seemed to be OK again. Anyone have any thought on the above? Cheers Sarah Tag: Customization: disabling built in features Tag: 5115
  - 22
    - Installing Office XP on different computers I want to install Office XP on six computers that are networked in a workgroup(no server). Do I need to buy six licenses or can I use the same license from one CD? If I do need to by other licenses(6)how do I do this. Is it cheaper to purchase 5 more CDs. Thanx 4 your help! Tag: Customization: disabling built in features Tag: 5111
  - 23
    - Authentication problems after RPC fix After running all windows updates yesterday in order to ensure that we were not vulerable to LoveSan, etc.. (including Windows 2000 Service Pack 4 and the dot net Framework 1.1 update), we can no longer authenticate to our MS-CRM test server.... The Error we receive is: Server Error in '/' Application. ----------------------------------------------------------- --------------------- Access is denied. Description: 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. Exception Details: System.ApplicationException: Access is denied. 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: [ApplicationException: Access is denied. ] System.Security.Principal.WindowsIdentity._ResolveIdentity (IntPtr userToken) +0 System.Security.Principal.WindowsIdentity.get_Name() +71 System.Web.Configuration.AuthorizationConfigRule.IsUserAllo wed(IPrincipal user, String verb) +100 System.Web.Configuration.AuthorizationConfig.IsUserAllowed (IPrincipal user, String verb) +81 System.Web.Security.UrlAuthorizationModule.OnEnter (Object source, EventArgs eventArgs) +178 System.Web.SyncEventExecutionStep.System.Web.HttpApplicatio n+IExecutionStep.Execute() +60 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: Customization: disabling built in features Tag: 5110
  - 24
    - Can't add users, they aren't in the list, HELP Our network is made up of 2 NT 2000 Domains, several hundred users in each. The Add user wizard in the Deployment manager doesn't show me all the users I'm interested in adding, I only get about 50 from the domain I want to use, the 2nd one Curiously the 1st domain has about 250 users in it. It's an older domain and I haven't checked, but it feels like every person is in it. I've checked, and it doesn't seem to be based on group membership. The people who aren't in the list of possible new users aren't missing from any of the groups which people who are in the list belong to. Any ideas? Any way to add users manually? I've checked the SQL tables and it doesn't look too complicated, but there a few guid's I don't want to try to fake. Suggestions? TIA, Rob Bruce Tag: Customization: disabling built in features Tag: 5101
  - 25
    - CONNECT How do you connect to CRM? I have it installed, The snap in works, but I just cant figure out how to access it yet.I don't have sales for outlook installed yet, but I thought you could access it via a web interface? Tag: Customization: disabling built in features Tag: 5099

I would like to disable/remove some of the sections on the left hand
side of CRM. For example, on the home screen I would like to remove
the Invoices section since we don't use these. And on the Account
level I would like to remove the Notes and Contracts sections for the
same reason.

Is this possible?

Keith

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