CRM Custum Apps out there...

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
    - Crystal Reports problem trying to filter list of Accounts Hi there, We are running an Account report and trying to filter the list. When it tries to filter, it comes back with this error: CFBMailListBRCF is a custom field. It allows us to choose the field to filter by and choose whether is equals Yes or No. But when you apply the filter it errors. Crystal Reports Error The error message returned is: Error in formula . '({contact.ownerid} = '{87F5EF7C-EB5A-471D-AE51-AB843922442F}' and CDbl({contact.CFBMailListBRCF}) = 1)' This field name is not known.. File b90307a31a3a634.rpt. [On Cache/Page Server: CRMSERVER1.pageserver] Any ideas? Thanks, Shawn Fletcher Success Computer Consulting shawnf@sccnet.com Tag: CRM Custum Apps out there... Tag: 8331
  - 2
    - CRM 1.0 Crystal Print report error Hi I am trying to use the builtin crystal reports and every report is coming back with the below error any advice on how to solved this? Regards J Error encountered by Crystal PageServer ---------------------------------------------------------------------------- ---- The error message returned is: Error detected by database DLL. [On Cache/Page Server: CRMSERVER.pageserver] Tag: CRM Custum Apps out there... Tag: 8330
  - 3
    - CRM error in Windows 2003 I have installed microsoft CRM and the registration key from our action pac subscription in windows 2003. Every time i try and add any information i get the folowing error: Server Error in '/' Application. ----------------------------------------------------------- --------------------- A potentially dangerous Request.Form value was detected from the client (crmFormSubmitXml="<account><name>ggm</..."). any ideas? Tag: CRM Custum Apps out there... Tag: 8322
  - 4
    - Deployment Manager Until you enter your first license key, you must be logged into the OS under the same login that you designated as the Admin login for CRM. Tag: CRM Custum Apps out there... Tag: 8321
  - 5
    - sale for outlook crating a task in sales for outlook client using the CRM task button only makes a task in outlook folder, and does not make a crm task. but in the oulook folder its classified as a crm task. Any help would be Appriciated . outlook 2002. arggg Tag: CRM Custum Apps out there... Tag: 8320
  - 6
    - Customize Reports I am looking to find out how we can customize reports that are in CRM. What will I need to accomplish this task? Tag: CRM Custum Apps out there... Tag: 8317
  - 7
    - notes / attachments not migrating when lead is converted I am building out our processes right now. When I put notes/attachments on a lead and then convert it to an Opportunity / Account / Customer - it disappears... anyone know what could be causing this... I looked to see if there was some mapping info under the deployment manager but could not find anything... Thanks! Laurie Tag: CRM Custum Apps out there... Tag: 8315
  - 8
    - problem trying to install sales for outlook client I am trying to install the "sales for outlook" client on 2 brand new machines, and it will not go beyond installing msde. The error message I get is:" Setup failed to configure the server. Refer to the server error logs and setup error logs for more information". This is what I managed to get from the error log: 003-10-30 11:48:30.37 server Microsoft SQL Server 2000 - 8.00.760 (Intel X86) Dec 17 2002 14:22:05 Copyright (c) 1988-2003 Microsoft Corporation Desktop Engine on Windows NT 5.0 (Build 2195: Service Pack 3) 2003-10-30 11:48:30.39 server Copyright (C) 1988-2002 Microsoft Corporation. 2003-10-30 11:48:30.39 server All rights reserved. 2003-10-30 11:48:30.39 server Server Process ID is 1872. 2003-10-30 11:48:30.39 server Logging SQL Server messages in file 'C:\Program Files\Microsoft SQL Server\MSSQL$CRM\LOG\ERRORLOG'. 2003-10-30 11:48:30.41 server SQL Server is starting at priority class 'normal'(1 CPU detected). 2003-10-30 11:48:30.63 server SQL Server configured for thread mode processing. 2003-10-30 11:48:30.65 server Using dynamic lock allocation. [500] Lock Blocks, [1000] Lock Owner Blocks. 2003-10-30 11:48:30.83 spid3 Warning ****************** 2003-10-30 11:48:30.83 spid3 SQL Server started in single user mode. Updates allowed to system catalogs. 2003-10-30 11:48:30.90 spid3 Starting up database 'master'. 2003-10-30 11:48:32.38 server Using 'SSNETLIB.DLL' version '8.0.766'. 2003-10-30 11:48:32.38 spid5 Starting up database 'model'. 2003-10-30 11:48:32.50 spid3 Server name is 'D033P31\CRM'. 2003-10-30 11:48:32.50 spid3 Skipping startup of clean database id 5 2003-10-30 11:48:32.50 spid3 Skipping startup of clean database id 6 2003-10-30 11:48:32.50 spid3 Starting up database 'msdb'. 2003-10-30 11:48:32.73 server SQL server listening on 10.0.0.21: 1092. 2003-10-30 11:48:32.73 server SQL server listening on 127.0.0.1: 1092. 2003-10-30 11:48:33.15 spid5 Clearing tempdb database. 2003-10-30 11:48:33.37 server SQL server listening on TCP, Shared Memory, Named Pipes. 2003-10-30 11:48:33.37 server SQL Server is ready for client connections 2003-10-30 11:48:34.49 spid5 Starting up database 'tempdb'. 2003-10-30 11:48:34.67 spid3 Recovery complete. 2003-10-30 11:48:34.67 spid3 SQL global counter collection task is created. 2003-10-30 11:48:34.72 spid3 Warning: override, autoexec procedures skipped. 2003-10-30 11:48:41.03 spid3 SQL Server is terminating due to 'stop' request from Service Control Manager. Tag: CRM Custum Apps out there... Tag: 8314
  - 9
    - Install Problems When Installing the CRM Manager it creates the first 3 databases without a problem. After that it runs script for a couple of minutes and I get a "Unknown error: 80040E14". Has anyone else run into this or has found a fix? Tag: CRM Custum Apps out there... Tag: 8313
  - 10
    - Sales for Outlook Install problem I am trying to install the Sales for Outlook on a client machine and it gives me this error: "An error has occured prematurely" This error happens right at the end of the install, and then proceeds to roll back the installation. This is a Windows XP SP1 machine with Office 2000. Office Service Pack 3 has been applied as well as the special outlook fixpack. The account is set up with local administrator authority. According to the documentation, everything should be fine as far as prereq's are concerned. I did notice that this machine has the db2 runtime client on it. this is used for IBM's Content Manager client. however there are no db2 services running during the install. Any ideas as to why this is occuring or where I might see a log file? Tag: CRM Custum Apps out there... Tag: 8312
  - 11
    - Siebel to CRM Migration I have an upcoming Siebel to CRM Migration. We are going to use Scribe Migrate to assist with the data migration but we see some difficulties concerning the file attachments stored in Siebel. The Siebel attachments are not store in the database but in the filesystem. Has anyone had any luck migrating attachments? If so, I would like to heat what you did and what you discovered. Brian Tag: CRM Custum Apps out there... Tag: 8308
  - 12
    - CRM and VPN's We have 16 or so sale people using the crm and they are scatered about the country connecting to us via vpn. We are having issues with going online/offline. All the machines where setup in our corporate office and where able to sync and go online and offline succesfully. When they where sent out and used in the field the ability to on-line and offline isn't exaclty there. Some users have no issues with this other do. And it does there does not seem to be any consistancy. We get some users who when they try to go online get the generic error with no info about it. When some users try to go offline they get a similar error. Some of them get a can not generate sspi context and of those half the time the data still syncs and half the time it doesn't. I'm just wondering if any one has had problems like this and if these would be linked to our vpn at all? Tag: CRM Custum Apps out there... Tag: 8304
  - 13
    - Customizing Activity View All, Is it possible to customize the activity views? I'd like to add the CreatedOn and ModifiedOn fields to the view. Right now the only way to see that information is to open the activity and click File/Properties. Any suggestions are appreciated. Thanks, Rebecca Tag: CRM Custum Apps out there... Tag: 8300
  - 14
    - Time difference in created records. Hi, When I create a note or record in CRM through the client, when i take the time at record creation, and after it has been saved to the database, the properties show that the record was created two hours earlier. Both the client and the server are in the same time zone, and both their clocks are identical. Any ideas? Thanks Tag: CRM Custum Apps out there... Tag: 8296
  - 15
    - SQL Sort Order for CRM What SQL 2000 sort orders are supported for CRM? Only 1252/doci (Default)? -- $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$ $ $ Nick Maxwell, MCSE 2k, CCNA , A+ $ Systems Engineer $ Heartland Business Systems $ http://www.hbs.net $ nmaxwell@nospam.hbs.net $ $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$ Tag: CRM Custum Apps out there... Tag: 8295
  - 16
    - Any word on CRM 1.2 release date? Has anyone heard a firm release date yet for CRM version 1.2? Tag: CRM Custum Apps out there... Tag: 8294
  - 17
    - Basic Question StringReader (ReadXML) Emm, i hava a problem with accessing Schema Fiends from the CRMQuery Result-XML. I tried to Access mit Schema-Fields using Dim users As New DataSet users.ReadXml(New StringReader(usersXml)) Dim myRow As DataRow For Each myRow In users.Tables("result").Rows Dim opportunityVO As New OpportunityVO Try opportunityVO.Name = myRow.Item("name") Catch ex As Exception System.Diagnostics.Debug.WriteLine("Accountid" + ex.Message) End Try '... Next BUT i also need the Account-ID which is - looking at the XML Structure - in the "accountid"-"table". So i would have to use '... For Each myRow In users.Tables("account").Rows '... to access it. (?) But i seems there is no logic connection beetween these two virtual tables. Also not every "result-Table" must have a corresponding "accountid-table". Any Idea? Martin Tag: CRM Custum Apps out there... Tag: 8291
  - 18
    - WXP Accessing CRM via IE6 Hi, I have a small network with all Windows XP Pro machines and a Windows Server 2003 PDC. I also have a Windows 2000 standalone server running Microsoft CRM. This setup works great with one problem. One of my WXP Pro machines cannot access the CRM server. When I bring up IE6 SP1 and type in the address for the CRM server, I am presented with the usual authentication dialog, but after typing in a username and password, the IE6 window immediately closes. All of the other WXP/IE6 machines are able to access the CRM server just fine. The only difference between the computers is that the one that doesn't work also does not have Service Pack 1 for Windows XP installed. Due to a proprietary software program that will not function correctly under WXP SP1, this machine is still running Pre-SP1 Windows XP, although with all critical and recommended updates, including the .NET Framework 1.1. Why would a Windows XP Pre-SP1 machine not be able to access the MSCRM server? Thanks for any suggestions! Josh Gard Tag: CRM Custum Apps out there... Tag: 8289
  - 19
    - crm sbs install failed I receieved the following error. Failed to install MSI part of CRM Server Set up 80004005 A possible cause could be that I lost network connectivity during the end of the install. what should I do next? any help would be appreciated. Thanks In Advance, Steve Tag: CRM Custum Apps out there... Tag: 8288
  - 20
    - Requirements for customizing interfaces to CRM First, I barely know how to spell "CRM", sop I apologize if this question has been asked before! We are considering using Microsoft's CRM at our office with SQL2000. We have a contract programmer developing an additional 'Commisions' reporting module for our financial needs. We will need to have that module push and pull information out of CRM, but also we will need to extend the database information maintained in the CRM database. Does Microsoft allow this type of customization top the CRM database/package? And if so, are there additional costs involved (for SDK, services, licenses, etc.)? Thanks. -kw Tag: CRM Custum Apps out there... Tag: 8286
  - 21
    - SDK - how can I figure out which "flavor" of Microsoft CRM is installed? How can I programatically figure if a client is running Sales Standard or Sale Professional, versus Service Standard or Service professional? Can I use the CRMLicense.GetPurchasedLicenseCount method and assume that when the license count is equal to zero, it isn't and if it's greater than zero, it is???? Or is there a better way? Thanks -JD Tag: CRM Custum Apps out there... Tag: 8285
  - 22
    - Preventive Maintenance I have been asked by Management to put together a program to schedule and monitor the maintainence on our fleet of Ford trucks. Some are diesel and some are gas powered. Is someone out there who has knowledge of a program of this type or who has written this type of program in Access ? Tag: CRM Custum Apps out there... Tag: 8284
  - 23
    - Delay or stop activity becomes history when I create an activity, such as an appointment, it will automatically carry over to the History section the day after the appointment has ended. Is there any way I can change it so that it does not automatically carry over to the history? Or maybe change it so that it won¡¦t go to the history for at least a week? Tag: CRM Custum Apps out there... Tag: 8283
  - 24
    - Default look-up set to "Contacts" rather then Accounts in CRM Is it possible to set the lookup for a customer field to default on "contacts" rather then "accounts?" We do more business with contacts so it is a pain to have to change this all the time. Thanks, Kevin Tag: CRM Custum Apps out there... Tag: 8281
  - 25
    - Delete a user Anyone have a clue how I can Delete a user from CRM...here is the situation: User was added...then the user was deleted from Active Directory and a new user with the same login created. In MSCRM the user was deactivated and then Activated. Now we can not assign a license to the user in MS CRM the error is "The selected object could not be found. Verify that the object exists in both the database and Active directory." I assume ths is because we deleted the user from active directory and added a new user with the same login. MS CRM does not see ths s the same object. So I would thnk the fx is to delete the user from MSCRM and add him back. However, I can only disable/enable. There is no delete option. I don't want top go directly to the database to delete this user. Any ideas? I tried lookng through the MMC user manager but that has never worked...micrsoft confirmed the problem to be a bug but never has come back with a fix. So my only method to manage users is through the web-based nterfaced provided in CRM. Tag: CRM Custum Apps out there... Tag: 8276
- Next
  - 1
    - Sales for outlook problem Hello everybody, After installing MS Sales for outlook, I get the following error when I try to add a new contact/account/... : Error in loading dll It only occurs when I try to do it from the menu on the CRM Home page within outlook and not when I use the Outlook forms or the online webapp. This error message could virtually mean anything so I really haven't got a clue where to start searching. Anybody with the (hopefully successfully solved) same problem to help me ? Thanks! Steven. Tag: CRM Custum Apps out there... Tag: 8269
  - 2
    - Deployment Manager I am setting up CRM in a test envrionment, I believe I have everything instaleld correctly. I have installed and reinstalled. When i run the Deployment Manager i get an error sying the snapin has failed. The event log has the follwing error in it. "dmLog: IsCRMSysAdmin : WhoAmI failed." can anyone tell me what im doing wrong? Tag: CRM Custum Apps out there... Tag: 8266
  - 3
    - Second Post: CRM SDK Problem Hi I am using the code provided in the SDK to retrieve all Incidents for the all accounts, I displayed the string which contains the result from the database query (result of the retrieve method) using Response.Write . I get a display as shown below {99A3A57E-ACD0-4307-9CF4-D9D4C6C34B3F}{DEFDD353-8D3C-4C2E- 938E-F1B6C9BAF2CA}2003-10-27T09:30:22-08:00CAS-010862003- 10-27T09:30:22-08:00{6523D3D9-4D47-4981-9518-870B421E2AE3} {6523D3D9-4D47-4981-9518-870B421E2AE3}01{8ED32717-8930- 4FCD-BC43-A7CB141C82C7}{6523D3D9-4D47-4981-9518- 870B421E2AE3} Please do help as I am not able to get the XML structure. nor the data. Any help is appreciated. Tag: CRM Custum Apps out there... Tag: 8265
  - 4
    - crm and telesales campaigns Our people in telesales used to work with Siebel, and they keep asking about the concept of "campaigns". In all of the documentation, I found 2 documents that mentioned the word campaign exactly once. Could someone give me at least some kind of idea of how campaigns could be done in MSCRM? For example, we as a distributor decide to go on a campaign of selling HP laser printers. We have MSCRM with our partners inside, and custom field "HP Customer". The value of this filed can be true, or false. How do we: 1. define a campaign - a group of accounts with HP Customer field whose value is True 2. divide the campaign with target customers so that each of 4 telesales persons gets it's own customers to contact, without overlaping... 3. analize the results of that particular campaign? thanks, Ivan Tag: CRM Custum Apps out there... Tag: 8261
  - 5
    - mscrm plugin (module) development hi, does anyone have an example of a plugin for mscrm with .net code, and/or details of how to integrate with the product. we're having real trouble finding out information about this. thanks in advance, ben Tag: CRM Custum Apps out there... Tag: 8253
  - 6
    - Hot keys in MS CRM Has any one seen a list of hot keys/shortcut keys for MS CRM? Tag: CRM Custum Apps out there... Tag: 8252
  - 7
    - I can recover the administrator role Hello Its Posible recover the administrator role without reinstall all aplication ???? Help please.... Tag: CRM Custum Apps out there... Tag: 8248
  - 8
    - Cannot bypass login & password I have a computer from my job that they do not want anymore. it was hooked up to a network (no longer) and when I start up it prompts me for a login and password. I can't get in at all, is there any way that I can change this. The program is Microsoft windows professional. Should I keep or toss it. Tag: CRM Custum Apps out there... Tag: 8243
  - 9
    - CRM-SBS Install question Question regarding installing MS CRM on SBS2K. On page 151 of Install Guide, "Add Microsoft CRM Accounts to Pre- Windows 2000 Compatible Access Group", I'm guessing that in the Members tab I just need to add the SBS server, right? Thanks, SD Tag: CRM Custum Apps out there... Tag: 8240
  - 10
    - Using Access or Excel for a datebase ??? I know i would use Access for a datebase but i need to know the advantages of using Excel for a datebase and is there any other program that i could use. Tag: CRM Custum Apps out there... Tag: 8239
  - 11
    - Emailing from CRM I want to be able to email a client from crm but I do not want clients to email into crm. Is there a way if I install the Exchange Email router to limit which way we would like to send or receive traffic. -Thank You Tag: CRM Custum Apps out there... Tag: 8237
  - 12
    - Creating reports in access and linking to CRM I am looking for some ifo on creating a report in Access 2002 and linking the report to a table in crm. Is this possible and where can I find additional information. I am also looking for any information on creating an Access database and retrieving the information in CRM as a backup medium if CRM is down. Thanks Tag: CRM Custum Apps out there... Tag: 8236
  - 13
    - Hardware Req for CRM *SQL Server* Repost We are having issues with our SQL Server and CRM. CRM Server is on another box - SQL Server is on dual PIII 700 box w/2G ram.... We are getting "security descriptors cannot be updated" when updating roles and while using Workflow to email 100 emails for newly created leads we get "deadlock" and/or "Lock:Timeout" issues. Is anyone else getting the same errors and may I ask a role call on what everyone's SQL Server hardware is like? MS says we have a hardware issue and we want to make sure before we buy another server. THANKS! Kristina Tag: CRM Custum Apps out there... Tag: 8234
  - 14
    - Problem with forms custimization I'm trying to add some fields to Accounts form. I added an "HP Customer" attribute using Deployment Manager of a Boolean type. Then I added the field using System Customization to the Details tab of the Accounts form. It all looks and works very nice in the Account Custimization part of the CRM, but when I go to the Sales module and take a look at the existing account, there is no new field on the form. When I create a new account, still no new field on the form. However, the filed is visible as a column on the list of all accounts. How can I make new fields visible on the form? p.s. I am using CRM v.1.0, is there perhaps a newer version, and/or when can we expect one? Tag: CRM Custum Apps out there... Tag: 8225
  - 15
    - Get All users from the mscrm hi, how can i get the avalable users in ms crm through program(C# or VB.NEt)? Lots of thanks Tag: CRM Custum Apps out there... Tag: 8211
  - 16
    - Cannot use Workflow Manager Hi, My crm server was running normally. I logged on as an administrator which own all privileges. But, when I tried to use the Workflow Manager, it popped up: "The specified Microsoft CRM server is not responding. This might happen if it is currently unavailable or it is not a Microsoft CRM server. For more information, contact your system administrator." What's wrong? Any help? Thanks! Chris Tag: CRM Custum Apps out there... Tag: 8210
  - 17
    - Creating CRM user - security privileges issue When attempting to create a new CRM user in the user manager wizard, I get the following error after selecting a user from the list of domain users. "You don't have sufficient security privileges to run the user manager wizard." The server is running Windows 2000 server, not 2003 like I have seen on other similar inquiries. Any direction is appreciated. Thanks, Tag: CRM Custum Apps out there... Tag: 8209
  - 18
    - no permissions to anything I have installed our action pack CRM version, and I can not access the CRM website, or add users. It says I don't have sufficient security priveleges to run the User Manager Wizard. For more info contact your system admin (me). Is this a license issue? I sent my license request today but it says to wait 5 to 7 business days. I figured there would be a trial period at least. Any input? Also from a previous post I noted CRM isn't supported on win2k3 server. Should I deploy a seperate 2000 server with SQL on my network, or does it not work with 2003 active directory or exchange server 2003 either? what about Outlook, does it support Outlook 2003 yet? Cheers! Tag: CRM Custum Apps out there... Tag: 8208
  - 19
    - Adding a previously removed field to a form Hi I have removed a field from the contact form (the state field) and want to re-add it. It does not show in the list of fields to add, presumably because CRM thinks that it is already on the form. How do I convert a field from a text field to a pick list? Does it require adding an entirely new field to the schema and using this field? Thanks Gill Tag: CRM Custum Apps out there... Tag: 8199
  - 20
    - CRM Errors Managed to install crm but keep getting these errors with "snap in failed to initialize".... Application error log DMSNAPIN dmLog: IsCRMSysAdmin : WhoAmI failed. Any Ideas? Travis McGee Boston Tag: CRM Custum Apps out there... Tag: 8196
  - 21
    - Utilizing custom webcontrols in CRM Hi, Just wondering whether anyone has successfully used the tabcontrol found in CRM. If so, is it simply a matter of adding to the VS IDE? Any help would be great. Cheers Chris Tag: CRM Custum Apps out there... Tag: 8193
  - 22
    - importing contact data into CRM Hi everyone; How could I import contact and other data from other files or databases into CRM? thanks, Farshad Tag: CRM Custum Apps out there... Tag: 8192
  - 23
    - CRM and Active Directory Native Mode? I recieved my Action Pack kit and I'm trying to install CRM on our server. We have Windows 2003, with a standard Active Directory Deployment, Exchange Server 2003, and SQL 2000 SP3a loaded up. When I try to install CRM, it gives the following error: "Your Active Directory deployment must be in Native Mode" Any ideas as to what I can do, or why this is happening? Thanks! Tag: CRM Custum Apps out there... Tag: 8191
  - 24
    - Adding Industry Codes I am picking up the pieces on a previous installation of CRM, and want to add additional industries to my industry dropdown in the Lead form. For the life of me, I can't find the proper table in the database. Can someone be good enough to point me in the right direction? Thanks, Chris Tag: CRM Custum Apps out there... Tag: 8190
  - 25
    - How to make the Case description field larger. Hello- We are using the case description field to capture all history on a case. We do not attach notes because it is annoying and painful to have so many clicks to add detail to a case. I want all of the detail unless it includes supporting files or emails in the description so I can see all case history with one click. Any way to make the case description field larger? Furthermore, is there a way to see if there are notes attached to a case without clicking on the notes tab? THere should be an indicator on the case itself or in the cases overview view to see when notes are attached. Tag: CRM Custum Apps out there... Tag: 8186

I read about custom apps en a lot of developing going on...

Is there a list of custom apps??? Or can you tell me about your custom app.
Only CRM based please...

Regards,

Robert

Top

Re: CRM Custum Apps out there... by John

John
Fri Oct 31 11:45:16 CST 2003

If you have access to Great Plains Partnersource there is a large list of
ISV's and Solutions that are created or in process for Microsoft CRM
"Robert Groeneveld" <No_spam@onefox.nl> wrote in message
news:OvThKC9nDHA.1764@tk2msftngp13.phx.gbl...
> I read about custom apps en a lot of developing going on...
>
>
>
> Is there a list of custom apps??? Or can you tell me about your custom
app.
> Only CRM based please...
>
>
>
> Regards,
>
> Robert
>
>

Top