Hi all, I'm new to crm and have questions:
1. While familiarizing ourselves with CRM and preparing to demonstrate it to
people inside the company, we installed the included sample database,
â??Adventure Works Cycleâ?? on our development environment. Is there an easy way
to get rid of this sample data or do we need to rerun the app server
installation?
2. I am trying to add a lookup field to the lead entry/edit form called
â??Referring Customer.â?? It wonâ??t let me add a relationship between the lead
entity and the account entity. It says I have to use custom entities for
relationships (although there already is a different, built-in relationship
between these entities). All I want to end up with is a lookup field similar
to â??Ownerâ?? but which looks up accounts instead of employees. What is the best
way to do this?

Any help apprecited.

RE: Deleting demo and lookup help by ErikBoSrensen

ErikBoSrensen
Thu Nov 02 12:54:01 CST 2006

Hi Steve

ad 1) To uninstall the sample database:
Log on to the Microsoft CRM server as the same domain user who installed the
Microsoft CRM Server and with the following privileges:
â?? Local Administrator on the Microsoft CRM server
â?? Local Administrator on the computer running Microsoft SQL Server (if SQL
Server is on a different computer)
â?? SQL Server Administrator
2. Navigate to the folder where you have copied the files from the CD.
Double-click Microsoft.Crm.Tools.SampleDataWizard.exe The wizard
automatically detects that a sample database exists.
3. On the Existing Installation of Sample Data Detected page, select
Uninstall and click Next.
4. The Uninstalling Sample Data page appears and shows uninstall progress.
When the data is uninstalled, click Finish.
--
Good Luck
Erik Bo


"SteveK" wrote:

> Hi all, I'm new to crm and have questions:
> 1. While familiarizing ourselves with CRM and preparing to demonstrate it to
> people inside the company, we installed the included sample database,
> â??Adventure Works Cycleâ?? on our development environment. Is there an easy way
> to get rid of this sample data or do we need to rerun the app server
> installation?
> 2. I am trying to add a lookup field to the lead entry/edit form called
> â??Referring Customer.â?? It wonâ??t let me add a relationship between the lead
> entity and the account entity. It says I have to use custom entities for
> relationships (although there already is a different, built-in relationship
> between these entities). All I want to end up with is a lookup field similar
> to â??Ownerâ?? but which looks up accounts instead of employees. What is the best
> way to do this?
>
> Any help apprecited.
>

RE: Deleting demo and lookup help by CPICRM

CPICRM
Mon Nov 13 15:10:02 CST 2006

Hello Erik,

We installed the files directly from the cd and we don't get the option to
uninstall it what should we do?

e

"Erik Bo Sørensen" wrote:

> Hi Steve
>
> ad 1) To uninstall the sample database:
> Log on to the Microsoft CRM server as the same domain user who installed the
> Microsoft CRM Server and with the following privileges:
> â?? Local Administrator on the Microsoft CRM server
> â?? Local Administrator on the computer running Microsoft SQL Server (if SQL
> Server is on a different computer)
> â?? SQL Server Administrator
> 2. Navigate to the folder where you have copied the files from the CD.
> Double-click Microsoft.Crm.Tools.SampleDataWizard.exe The wizard
> automatically detects that a sample database exists.
> 3. On the Existing Installation of Sample Data Detected page, select
> Uninstall and click Next.
> 4. The Uninstalling Sample Data page appears and shows uninstall progress.
> When the data is uninstalled, click Finish.
> --
> Good Luck
> Erik Bo
>
>
> "SteveK" wrote:
>
> > Hi all, I'm new to crm and have questions:
> > 1. While familiarizing ourselves with CRM and preparing to demonstrate it to
> > people inside the company, we installed the included sample database,
> > â??Adventure Works Cycleâ?? on our development environment. Is there an easy way
> > to get rid of this sample data or do we need to rerun the app server
> > installation?
> > 2. I am trying to add a lookup field to the lead entry/edit form called
> > â??Referring Customer.â?? It wonâ??t let me add a relationship between the lead
> > entity and the account entity. It says I have to use custom entities for
> > relationships (although there already is a different, built-in relationship
> > between these entities). All I want to end up with is a lookup field similar
> > to â??Ownerâ?? but which looks up accounts instead of employees. What is the best
> > way to do this?
> >
> > Any help apprecited.
> >

RE: Deleting demo and lookup help by CPICRM

CPICRM
Mon Nov 13 15:26:02 CST 2006



"CPI_CRM" wrote:

> Hello Erik,
>
> We installed the files directly from the cd and we don't get the option to
> uninstall it what should we do?
One more point this was an upgrade from the 1.2 install.
>
> e
>
> "Erik Bo Sørensen" wrote:
>
> > Hi Steve
> >
> > ad 1) To uninstall the sample database:
> > Log on to the Microsoft CRM server as the same domain user who installed the
> > Microsoft CRM Server and with the following privileges:
> > â?? Local Administrator on the Microsoft CRM server
> > â?? Local Administrator on the computer running Microsoft SQL Server (if SQL
> > Server is on a different computer)
> > â?? SQL Server Administrator
> > 2. Navigate to the folder where you have copied the files from the CD.
> > Double-click Microsoft.Crm.Tools.SampleDataWizard.exe The wizard
> > automatically detects that a sample database exists.
> > 3. On the Existing Installation of Sample Data Detected page, select
> > Uninstall and click Next.
> > 4. The Uninstalling Sample Data page appears and shows uninstall progress.
> > When the data is uninstalled, click Finish.
> > --
> > Good Luck
> > Erik Bo
> >
> >
> > "SteveK" wrote:
> >
> > > Hi all, I'm new to crm and have questions:
> > > 1. While familiarizing ourselves with CRM and preparing to demonstrate it to
> > > people inside the company, we installed the included sample database,
> > > â??Adventure Works Cycleâ?? on our development environment. Is there an easy way
> > > to get rid of this sample data or do we need to rerun the app server
> > > installation?
> > > 2. I am trying to add a lookup field to the lead entry/edit form called
> > > â??Referring Customer.â?? It wonâ??t let me add a relationship between the lead
> > > entity and the account entity. It says I have to use custom entities for
> > > relationships (although there already is a different, built-in relationship
> > > between these entities). All I want to end up with is a lookup field similar
> > > to â??Ownerâ?? but which looks up accounts instead of employees. What is the best
> > > way to do this?
> > >
> > > Any help apprecited.
> > >