Data Migration

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- Previous
  - 1
    - Regarding migration of oppurtunity contacts I am migrating data from siebel call center 2000 to MSCRM. Is there any way i can migrate the contacts related only to opportunity to contact opportunities tables using data migration frame work? I appreciate if anybody can help to get this done. Thank you Tag: Data Migration Tag: 24358
  - 2
    - Software Update Service I want to install Windows XP SP2 on our machines. I downloaded some information explaining how to do it with Software Update Service. I installed that on our server and can not get it to work according to the manuals directions. I can' t seem to sync. servers. Help here would be greatly appreciated. After I get that in order, I need to apply the patchs directed to keep CRM working. So my next question in has anyone applied this to their CRM environment? What did you think? Any suprises? Thanks Tag: Data Migration Tag: 24357
  - 3
    - MSCRM SFO client won't synchronize When trying to Go Offline,SFO thinks about it for a while and then posts the message "Metadata Cache Error." How do we overcome this? Tag: Data Migration Tag: 24351
  - 4
    - Add Lead Source This sounds simple but I can't seem to find a solid answer in Help or online. How do I add Lead Sources to the "Lead Source" drop down on the lead creation page? Thanks -David Tag: Data Migration Tag: 24347
  - 5
    - Deletion of Fields - MS reps out there? Haven't seen this asked in a while... any chance of field deletion in the future? We have about 20 extra fields we do not use/need. Kristina ps We have a test environment, I would be happy to give things a try if anyone has done this already... Tag: Data Migration Tag: 24345
  - 6
    - CRM Patches Hi, I am about to install the latest patches for CRM. Has anyone had any issues after installing them? The link to the patch list is listed below: http://support.microsoft.com/default.aspx?scid=kb;en-us;838986 Thanks for any feedback. Andrew Beeber Tag: Data Migration Tag: 24344
  - 7
    - Error opening Workflow Manager and Monitor When I try to open Workflow Manager or Monitor i get the following message: "An error occured while loading the organization's date, time, and number format settings. Those settings are incompatible with the format alredy used in Workflow Monitor. To sync them, you can make changes in the System Customization area of Microsoft CRM Server." Which formats are valid? Regards Thomas Tag: Data Migration Tag: 24342
  - 8
    - 405: Method Not Allowed my application post data with CRM SDK to MS CRM but not worked. This application successfully work, on "oldWIN2000Server". but not worked on new server.??? i try : change iis basic auth. , create new crm user & pass, ... CRM SERVER+CRM DB on win2003 server, MY WEB APPLICATION on win2000 Server ErrorMessage: The request failed with HTTP status 405: Method Not Allowed. Source: System.Web.Services Tag: Data Migration Tag: 24341
  - 9
    - CRM folders does not display in microsoft outlook I installed microsoft CRM 1.2 on a windows 2000 Advanced server which is just a member server. I have a windows 2000 DC and I have Microsoft CRM Sales for Outlook client software (outlook 2000)installed on another server. But whenever I launch outlook the program comes up with this error "an error occured while installing microsoft crm folders" Pls what could be the problem. Thanks . Tag: Data Migration Tag: 24340
  - 10
    - Installing CRM Questions I posted a question about Trusts but it appears no one else has yet come across this as I had no replies. I would be grateful for any comments whatsoever of your experience. Setting up CRM in a trust environment (this is 2 way external, seperate single forest out of interest) --------------------------------------- It seems CRM will only work while the servers required for CRM are in the same domain, as I couldnt get EX router on my existing email server which would have been ideal. How well does CRM work trusts for existing servers eg NT4 boxes? Can they access SFO offline by logged in on the non-AD domain forinstance? All my testing experience says no. Do they have to be reinstalled to be domain controllers as part of the existing forest domain? I have a test situ, which works with the browser and SFO, but the Go Offline does not work while logged in on the non-crm side of the two way trust (on a seperate forest). The trust is confirmed and working fine. It works fine when logged in as the CRM active directory domain user, not necessarily a crm user as I set these up to point at the other domain users to allow access via browser. Also I am forced to probably utilise an email sub-domain on the MSCRM domain as I am told you cannot install the router on the non-crm side of the trust either, which I just couldn't get to work. Setting up email over a trust as such like this is very difficult particularly if users want to keep the same email. Does this, in conclusion, mean that you ALWAYS have to have the CRM users logged into the CRM side of the domain, even whem they have their own existing systems? I need to establish this as its quite pivotal on what is required for an implementation when existing domains occur. If you have to install a new AD domain and setup a trust to NT4, does it suggest you also need to reinstall the NT4 operating system? If MSCRM runs native mode then it will NOT work with pre-2000 compatible will it. Do you have to demote the NT boxes by reinstalling to non DC controllers to work alongside CRM (but then you are looking at single sign on, on the CRM domain). Or, is this incorrect and you should, somehow, manage to get it to work with trusts like this? If so please could someone suggest where I am going wrong? Perhaps in such a case of having two active directory forest domain controllers, that I should have installed it within the same forest even if as a seperate domain? Or again, that single sign on REQUIRES the CRM domain to be logged onto in order to get crm to work in its entirety such as ability to go offline? Or is something wrong with my trust? Does it also suggest the rule that, if an AD exists with current users that you MUST install CRM on that domain to preserve the idea of single sign on and preserve email addresses without needing sub-smtp email domains. I am presuming this is the case ? Regards, Tony Tag: Data Migration Tag: 24337
  - 11
    - ERROR: user already exisits ! Hi All, we have successfully installed CRM 1.2 on our small test setup including few machines, initially we added few users that we later on deleted using the unsupported way i.e from inside the sql database (systemuserbase and other related tables) as mentioned somewhere on this newsgroup. then we created the other users and things started working fine. now that we again want to add one of the previous(deleted) users, we are recieving errors like : "user already exisit in the system" can anyone help me find out what can cause this error?, i did deleted the entries from tables that were linked with systemuserbase table, and one thing to note is that we did NOT created any entries with the users before we deleted them so no chance of any data being left in other tables with the userid. any ideas ???? Regds Ashfaq Ali Tag: Data Migration Tag: 24336
  - 12
    - ERROR: SFO already installed ! Hi All, well we have an issue with SFO installation, on a new machine we just installed MS Office 2003 and now when we installing the SFO we receive error message: "Microsoft CRM Sales for Outlook is already installed on this computer. If you want to uninstall Microsoft CRM Sales for Outlook, go to Add/Remove programs in Control Panel.(If you don't see Microsoft CRM Sales for Outlook in Control Panel, then another user installed it, and that user will need to remove it before you can continue installing this version.)" just for a note, we initially tried to install CRM 1.0 and CRM 1.2 on this machine but then uninstalled them late on, also we tried to install MS Exchange on the machine but it didnt worked as well so we uninstalled it as too (but exchange gives errors during uninstall process). hope someone can help me on this. Regards Ashfaq Ali Tag: Data Migration Tag: 24335
  - 13
    - an error occured while installing microsoft crm folders I installed microsoft CRM 1.2 on a windows 2000 advanced server which is just a member server. I have a windows 2000 DC and I have Microsoft CRM Sales for Outlook client software installed on another server. But whenever I launch outlook the program comes up with this error "an error occured while installing microsoft crm folders" Pls what could be the problem. Thanks Tag: Data Migration Tag: 24332
  - 14
    - Regarding Report Manager I have downloaded Report Manager add-on for MS CRM, but it does not work - after installation it does not starts at all. Does anyone have same problems? Ernestas Tag: Data Migration Tag: 24326
  - 15
    - CRM EMAIL Hi, When I receive an email that is not in response to an email that I sent from CRM and click the Promote Email to CRM Activity button I can only link the email to one type of record (i.e account or contact). Does anyone know of a way to link it to both account and contact records? When sending an email from MS CRM it can be sent from contact records and linked to the account record using the regarding field, which means it is stored under the activities tab at the contact and account level. There seems to be a basic inconsistency here when sending and receiving email in MS CRM. Best regards Lee Tag: Data Migration Tag: 24325
  - 16
    - CRM Very interested to see what industry sectors are embracing/purchasing MSCRM - doing an assignment - any help appreciated , thanks . Tag: Data Migration Tag: 24319
  - 17
    - GP 8.0 and MS CRM Hi! Has anyone tried upgrading or just installing GP 8.0 and MSCRM? Was wondering if there were any issues. Please let me know. Thanks Marisol Tag: Data Migration Tag: 24318
  - 18
    - Problem after Win XP SP2 Windows Xp was working fine before SP2. CRM window just=20 disappear after authentication with message below shown=20 at Event Viewer. Error occur even disabling firewall. I=B4d=20 appreciate some hints. Thanks, Jose The description for Event ID ( 19011 ) in Source (=20 MSSQL$CRM ) cannot be found. The local computer may not=20 have the necessary registry information or message DLL=20 files to display messages from a remote computer. You may=20 be able to use the /AUXSOURCE=3D flag to retrieve this=20 description; see Help and Support for details. The=20 following information is part of the event:=20 (SpnRegister) : Error 1355. Tag: Data Migration Tag: 24317
  - 19
    - Rename side tab label Hi, Has anyone tried renaming the side tabs in the Contacts form? Specifically the "More Addresses" label? Realised that the "More Addresses" comes in very handy for storing unlimited numbers of records for a contact. So just need to make the label more relevant... Thanks for any help... James Tag: Data Migration Tag: 24315
  - 20
    - CRM - Legal Firm requirements Is the MS CRM capable of a) Maintain financial distribution information eg - % due to each beneficiarry in a trust set up, no of holders and amount of distribution. b) Maintain information on Trust assets c) Investment portfolio reporting. d) Maintain information on Trust Deed - add or delete on clauses. e) Document Management Capability. Thanks in advance for the expert input. Tag: Data Migration Tag: 24314
  - 21
    - CRM in outlook dissappear CRM 1.2 outlook2003 One of my users got the problem today. No CRM tool bar in outlook. The CRM structure in the Folder List is still there. but no web page shows when clicked. He can still http://crmsvr to see CRM web pages in IE. How to solve the problem? Tranks in advance. Tag: Data Migration Tag: 24313
  - 22
    - Help!!! Unbelievable!!! Cannot Add Account... Hi All. This is just great. I can no longer create Accounts. And... if I go into a contact and try to associate an=20 account I can not complete it. Both of these efforts get an "error, please contact your=20 system administrator" When I try to add the account to the contact I get four=20 errors in the application log from the server; 2 from CRM=20 and 2 from SQL. I'll post them below in case anyone has=20 the patience to read them. The 4th one concerns me where it mentions MAXDATAROW. I=20 have read everything I can find in this newsgroup to try=20 to get a clue on this. I saw only one other post in which=20 someone mentioned not being able to add a contact or an=20 account. In trying to help someone mentioned the SQL=20 transaction log limiting something. Does any one know=20 about this? Unfortunately my last backup was 2 weeks ago (shame on=20 me/vacation). I did restore to that point and then I do=20 not have any problems. But then my SFO clients are getting=20 errors like contact does not exist etc; I did use some queries to check the integroty of the=20 database too (check alloc) and nothing comes back with any=20 errors. WAHHHHHHHHHH!!!!!!!!!!!!! Thanks for any help.=20 Here are the error logs. =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D =3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D= +=3D+=3D ERROR ONE =3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D= +=3D+=3D Event Type: Error Event Source: Microsoft CRM Description: MSCRM Platform Error Report: ----------------------------------------------------------- --------------------------------------------- Error: <description>Invalid value specified for=20 type.</description><details>The value 'Default Value' is=20 not valid for type 'int'.</details><file>D:\crm\Build\3297 \src\platform\include\OMCommon\qb\querycommon.inl</file><li ne>153</line> Error Message: Invalid value specified for type. Error Details: The value 'Default Value' is not valid for=20 type 'int'. Source File: D:\crm\Build\3297 \src\platform\include\OMCommon\qb\querycommon.inl Line Number: 153 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=20 context) at=20 System.Web.CallHandlerExecutionStep.System.Web.HttpApplicat ion+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) For more information, see Help and Support Center at=20 http://go.microsoft.com/fwlink/events.asp. =3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D= +=3D+=3D ERROR TWO =3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D= +=3D+=3D Event Type: Error Event Source: Microsoft CRM Event Category: None Description: MSCRM Platform Error Report: ----------------------------------------------------------- --------------------------------------------- Error: <description>Invalid code for CRM=20 error</description><details> SQL state - HY000, Native=20 error - 3624</details><file>D:\crm\Build\3297 \src\platform\include\OMCommon\dataaccess.inl</file><line>3 24</line> Error Message: Invalid code for CRM error Error Details: SQL state - HY000, Native error - 3624 Source File: D:\crm\Build\3297 \src\platform\include\OMCommon\dataaccess.inl Line Number: 324 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=20 context) at=20 System.Web.CallHandlerExecutionStep.System.Web.HttpApplicat ion+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) For more information, see Help and Support Center at=20 http://go.microsoft.com/fwlink/events.asp. =3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D= +=3D+=3D ERROR THREE =3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D= +=3D+=3D Event Type: Error Event Source: MSSQLSERVER Description: 18052 : Error: 3624, Severity: 20, State: 1. For more information, see Help and Support Center at=20 http://go.microsoft.com/fwlink/events.asp. Data: 0000: 84 46 00 00 10 00 00 00 ?F...... 0008: 0d 00 00 00 50 00 52 00 ....P.R. 0010: 49 00 4d 00 41 00 53 00 I.M.A.S. 0018: 2d 00 43 00 52 00 4d 00 -.C.R.M. 0020: 2d 00 31 00 00 00 17 00 -.1..... 0028: 00 00 54 00 68 00 65 00 ..T.h.e. 0030: 5f 00 50 00 72 00 69 00 _.P.r.i. 0038: 6d 00 61 00 73 00 5f 00 m.a.s._. 0040: 47 00 72 00 6f 00 75 00 G.r.o.u. 0048: 70 00 5f 00 4d 00 53 00 p._.M.S. 0050: 43 00 52 00 4d 00 00 00 C.R.M... =3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D= +=3D+=3D ERROR FOUR =3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D+=3D+=3D=3D+=3D+=3D+=3D+=3D= +=3D+=3D Event Type: Error Event Source: MSSQLSERVER Description: 17066 : SQL Server Assertion: File:=20 <R:\sql\ntdbms\storeng\drs\include\record.inl>, line=3D1447=20 Failed Assertion =3D 'm_SizeRec > 0 && m_SizeRec <=3D=20 MAXDATAROW'. For more information, see Help and Support Center at=20 http://go.microsoft.com/fwlink/events.asp. Data: 0000: aa 42 00 00 10 00 00 00 =AAB...... 0008: 0d 00 00 00 50 00 52 00 ....P.R. 0010: 49 00 4d 00 41 00 53 00 I.M.A.S. 0018: 2d 00 43 00 52 00 4d 00 -.C.R.M. 0020: 2d 00 31 00 00 00 17 00 -.1..... 0028: 00 00 54 00 68 00 65 00 ..T.h.e. 0030: 5f 00 50 00 72 00 69 00 _.P.r.i. 0038: 6d 00 61 00 73 00 5f 00 m.a.s._. 0040: 47 00 72 00 6f 00 75 00 G.r.o.u. 0048: 70 00 5f 00 4d 00 53 00 p._.M.S. 0050: 43 00 52 00 4d 00 00 00 C.R.M... Tag: Data Migration Tag: 24309
  - 23
    - How to remove the windows xp service pack 2? Please help! Tag: Data Migration Tag: 24308
  - 24
    - XP SP2 and reports Hi all The PCs which have sp2 cannot access reports. We get Crystal license error. If we use a PC without Sp2 reports work fine. My question: is there a update or patch for crystal reports and SP2? The clients do not have Outlook integration installed and could not apply the sp2 client fix however the server has been updated. Tag: Data Migration Tag: 24306
  - 25
    - Contact activity history I am currently prototyping the installation of MS CRM and I have spent a while looking at activities on contact records. What I want to do is to be able to sort the activity records by the date/time they were created (something I would have thought was a fundamental to a CRM system). I cannot find a way to do this - anyone else had any luck doing this? Regards, Mark -- |\ _,,,---,,_ A picture used to be worth a ZZZzzz /,`.-'`' -. ;-;;, thousand words - then along |,4- ) )-,_. ,\ ( `'-' came television! '---''(_/--' `-'\_) Mark Stevens (mark at thepcsite fullstop co fullstop uk) Tag: Data Migration Tag: 24301
- Next
  - 1
    - Custom fields showing as Number type in Crystal but Picklist in CRM I've just installed Crystal Reports (9.2.2) and connected it to my CRM 1.2 database. I notice that custom fields I've added as Picklist type fields in CRM are appearing as Number type fields in Crystal, and therefore showing a number (eg 3) rather than the expected picklist item (eg 'Mobile'). Any ideas? Tag: Data Migration Tag: 24300
  - 2
    - Change the Caption in Opportunity Window When I am in the opportunity window, the caption shows 'Opportunity: TestOpp' in yellow color. I would like to customize it to include account name there to make it look like 'Opportunity: TestOpp. Account:TestAccount'. I could change it in the custom pages(nav bar) using ' top.stage.tdTitle.innerHTML = <<Prefix>> + ": " + <<Title>>;' But how do I do it on the Information Tab or Navigation tab. I would definitely appreciate any help on this. Thank you, -Girish Raja. Tag: Data Migration Tag: 24299
  - 3
    - Importing Accounts and Opportunites Does anyone know if this can be accomplished. If so, how? Thanks, SRB Tag: Data Migration Tag: 24294
  - 4
    - Views or Sort by Business Unit I have an organisation with a top level Business Units and the 6 subsidiaries. This is all set up fine in CRM and the CEO can see leads across all BU's but for example a sales person can only see leads etc within their own business unit. Question is how can I provide a facility for CEO to be able to select to list just Leads (or opportunities, contacts, accounts) within a given business unit? I cant even seem to add business unit to the list of fields in a view? Grateful for any advice Roger Tag: Data Migration Tag: 24288
  - 5
    - Duplicate records in CRM Is there any way to enable CRM to detect duplicate entries for accounts and contacts? For example, when we add a contact for a particular company, we would like the CRM to check whether a person with such and such name already exists for the account and display a warning of some sort. For small sets of data, users can check for duplicate records themselves before adding new data, but once the data set grows, this becomes troublesome. Another example, one salesperson could add account ABC, Inc and later on another salesperson could attempt to add the same account as ABC, Inc or ABC Incorporated without realizing it was already there. Any ideas on how to deal with this issue? Thank you Tag: Data Migration Tag: 24285
  - 6
    - Page Cannot Be Displayed Error Greetings Community, Users are receiving "Page cannot be displayed errors" all over the place. There's nothing in the event logs to indicate any problems. Has anyone experienced this? or Will anyone provide some insight as to how to remedy this? Thanks, Justin Tag: Data Migration Tag: 24282
  - 7
    - CRM Deployment Manager error I'm receiving the following error when trying to access the User Manager node within the CRM Deployment Manager. Logon failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. (80040e4d) Any idea why I'm getting this error? Tag: Data Migration Tag: 24280
  - 8
    - problem with corrupted security roles I have a MS CRM setup at a customer site where everything was working fine up untill today. All users could log on to the system and work with the data linked to there BU. Everything was working as it should. But for some very strange reaon from today on users can't access there data anymore! They can still log in to the system but get an "access denied" error all the time while accessing diferent functionallities (e.g. Leads, Opport., Accounts, contacts, Products, Notes, Activities, ...). There has been no administrative action on the system for a couple of days now. Maybe a SQL maintanance task did something, I have no idee but the security roles seem to be corrupted. Is there anyone that has experienced the same problems and maybe knows what caused it, but most importantly knows what to do to solve it??!!! Any comments are very welcome .... Steve Tag: Data Migration Tag: 24274
  - 9
    - Exchange Router I have installed the Exchange router and set up a queue as described in the installation guide, but when I send a mail to the address it doesn't show up in the queue ? Is there any way to monitor/configure/troubleshoot the exchange router ? Can I see that is running and is it anywhere in the Exchange System Manager. By default is there any other account on sbs 2003 that has the external account enabled, because I haven't searched all users if this should be why it doesn't work ? Thx Jack Tag: Data Migration Tag: 24272
  - 10
    - Import from Outlook Does Outlook have to be installed on the server in order for the import from outlook function to work? I've tried importing before and I get an error that "Outlook can not be started. Verify that Outlook is installed on this computer." Any thoughts. Tag: Data Migration Tag: 24269
  - 11
    - Cannot change state of a promoted emailmessage When I promote an emailmessage to an activity, the default setting is that the activity in completed. I cannot change that, but I want to, anyone who knows how to do that? Regard, Martijn Tag: Data Migration Tag: 24266
  - 12
    - PostURL Hi i am having a problem while accessing the Parameters through posturl. This is the procedure i followed. 1> Created and activate a PostURL workflow rule for "Insert Action" on "Opportunity" 2> The url i supplied is "http://localhost/MSCRMServices/TestPostURL" 3>After that i created a new "oppotunity" After what i executed my Webapplication with the following code in the Page_load method -------------------------------------------- namevaluecollection x; x = Request.form; string[] y = x.allkeys; loop thorugh to display y[x] nothing is coming up in the output and infact "Request.form.count" returns 0(Zero) --------------------------------------------- Where exactly i am making mistake ? please help me. Regards Guru Tag: Data Migration Tag: 24265
  - 13
    - CRM exam change Hi, I have just tried to rebook onto the 03-030 Microsoft CRM Applications Professional v1.2 exam through Pearson Vue and have been told the exam length is now 95 minutes, when previously it was only 45 minutes. I have looked on Microsoft's web site and there is no information about any changes to the exam. I was wondering if anyone new of any changes except for the exam length. Have they chanaged the number of questions or pass mark, for example. Thanks, Laurie Tag: Data Migration Tag: 24260
  - 14
    - Exchange Configuration We encounter the following issue with the Microsoft CRM Exchange Router: The exchange setup consists of two exchange servers 2000 (latest SP), one internal server with the exchange store installed, and one exchange server with the MTA installed. The External mail server has several SMTP connectors to proces mail for the various subdomains. There is also a SMTP connector installed for the CRM subdomain. We installed the Microsoft CRM Exchange Router on the external machine as prescribed in the installation guide. The Exchange Router does not accept incoming messages with the CRM tag in the subject. Those messages are not marked as 'CRM messages' and do not appear in the CRM application. The connection between the Exchange Server and the CRM server is set up correctly and appears to be functioning. Regular mail to the CRM subdomain functions correctly so this issue is not DNS related. We have installed the most recent versions of the CRM Exchange Router patches. My conclusion is that the Exchange Router does not know to which SMTP connector it should listen, and is probably connected to the wrong connector. Is there any way to configure this? Tag: Data Migration Tag: 24259
  - 15
    - Coming up against SQL 8K byte limit Hi, Any ideas what is the correct way to total up the size of the row in SQL? I used the SQL "Design Table" to get the length of each column and total up all the bytes and it came up to 4396 bytes. The number of columns for the table is 197. So if this is the case, why would I get a error adding more fields into the table thru the Schema Manager? I was able to add a integer field, but not a field with string of 20 length. Any ideas anyone? Thanks. Tag: Data Migration Tag: 24257
  - 16
    - Print quote for Customer Does the quote.dot used during the Print quote for Customer in the SFO tool require XML editing to customize? If not, is MS Office Word 2003 the tool to use? What if I want to include more fields than are available in the existing template from CRM? For example, a fax number of the contact? This tool seems to be the answer to many ugly looking quotes...but where is a howto to customize teh thing for one's business? The quote.dot can be found and used but it seems to be a precompiled binary which cant be edited... Tag: Data Migration Tag: 24251
  - 17
    - Add Fields to Outlook SFO MailMerge Hi all, how can I add custom fields that I added to Microsoft CRM Contacts to the Mail so that I have them in a serial mail using the Sales for Outlook Client functionality? Are they available by default or is there additional work to be done? Greetings, Martin Tag: Data Migration Tag: 24250
  - 18
    - Not possible for user to login on web client/outlook Hi, I have a user who cannot login either through the web client or outlook for crm. It is possible though to login with the help of the pop up window in the web client asking for domain\username and password. It's only a single user that has this problem. Any ideas out there what can be the problem? Thanks, Monika Tag: Data Migration Tag: 24246
  - 19
    - Removing Contract field in Case form Hi, I am unable to remove the contract and contract line fields from the Case form. A error alert says there is a dependencies for it. But looking thru all the onChange events in the Case form does not show anything. Anyone knows how I can remove the contract and contract line in the Case form? cheers James Tag: Data Migration Tag: 24245
  - 20
    - Post-Callouts Hello everybody! I programmed the example of the msdn page=20 http://msdn.microsoft.com/library/default.asp? url=3D/library/en- us/dnmbscrm1_2/html/mbs_crmpostcalloutsv1d2.asp called Business Logic Extensions to Microsoft CRM 1.2:=20 Post-Callouts but it doesn=B4t work i=B4d made all but i don=B4t know what happens When i create an account my componente is not called and=20 no error appear, and of course te file in the example is=20 not created The GUID's on the database are fine=20 (entityeventsubscriber,entity and subscriber tables) What do you sugest guys?!!! Tag: Data Migration Tag: 24237
  - 21
    - Can Exchange be installed on same box as CRM 1.2 and SQL Server? Also, my client is currently using Lotus Notes version 6 server. How would I go about routing mail from an Exchange installation if Notes is still in the picture. Thanks Tag: Data Migration Tag: 24233
  - 22
    - quote number Hi, How I can reset the quote number ? Thanks Carlos Tag: Data Migration Tag: 24232
  - 23
    - moving records to new business unit. We only have one business unit. We have about 400 accounts. We want to create a new business unit and move some of the accounts to the new business unit. The president of our company wants to see ALL records from ALL business units. A salesperson wants to see ONLY records from her business unit. How can we create new business units and move exising account records to the new business unit? Lynn Tag: Data Migration Tag: 24229
  - 24
    - Workflow Question Ok so you can't create a workflow send an email to someone internal when something gets created, right? So how do they do it? Since they have those kinds of activities. Any thoughts? Sean Tag: Data Migration Tag: 24226
  - 25
    - Sharepoint integration - August msdn feature pack Hi, does anybody know whether microsoft have released the August feature pack and the url I can get it from? I have search msdn but to not avail. We are microsoft partners. Thks Tag: Data Migration Tag: 24225

I am doing some research on data migration.

My scenario, involves migration data on routine basis,
such leads which are in sql server.

What is the recommended soultion? I have read in white
paper, about using data mapping and DTS.

Has someone used DTS and how was the experience ?

Thanks for your help.

Would apreciate, if you can give summary steps do get DTS
working.

Re: Data Migration by Stephen

Stephen
Mon Aug 23 11:48:56 CDT 2004

Jazz,

For data migration on an ongoing basis, the best solution would probably be
Scribe Insight for MS CRM.

www.scribesoft.com

Stephen

"Jazz Singh" <anonymous@discussions.microsoft.com> wrote in message
news:a1f201c486f3$50a78fb0$a401280a@phx.gbl...
>I am doing some research on data migration.
>
> My scenario, involves migration data on routine basis,
> such leads which are in sql server.
>
> What is the recommended soultion? I have read in white
> paper, about using data mapping and DTS.
>
> Has someone used DTS and how was the experience ?
>
> Thanks for your help.
>
> Would apreciate, if you can give summary steps do get DTS
> working.
>
>

RE: Data Migration by pmasseycpa

pmasseycpa
Tue Nov 09 21:14:06 CST 2004

We are about to migrate data for a client and cannot for the life of us get
Scribe to work. We are thinking of using the DTS and CDF tools like you
mentioned. Do you have any tips or anything you can send us to help?

"Kalyan Narra" wrote:

> Hello Jazz
>
> I am currently working on migration process using DTS . It is a great tool
> in SQL server. I have used "Transfor Data Task" of DTS to migrate the
> required data from siebel database tables to CDF database tables. If you are
> planning to migrate with out using any ISV software i would recommend to use
> DTS.
>
> Kal
>
> "Jazz Singh" wrote:
>
> > I am doing some research on data migration.
> >
> > My scenario, involves migration data on routine basis,
> > such leads which are in sql server.
> >
> > What is the recommended soultion? I have read in white
> > paper, about using data mapping and DTS.
> >
> > Has someone used DTS and how was the experience ?
> >
> > Thanks for your help.
> >
> > Would apreciate, if you can give summary steps do get DTS
> > working.
> >
> >
> >