Duplications of Data

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- Previous
  - 1
    - I passed the exam but no i passed the exam of CRM customization from a month but i didnt recive any mail about it , is there anyway to check it up ? also where i can find my profile ? is it like MCP profiles? Tag: Duplications of Data Tag: 23218
  - 2
    - Creating letters or documents I have been looking at Microsoft CRM. It seems to be a basically good product but has one very big weakness. Whilst it is possible to generate emails from within MSCRM, most businesses still need to generate traditional letters. It should be possible ( and is in most other CRM applications I have used) to generate letters from within accounts, contacts or opportunities. This then brings up the opportunity to select from one of a number of (word) templates. The selected template then generates a document which is populated with the relevant contact / account information. The user then edits and checks the document. The document is saved and a note/activity is added to the account, contact or opportunity where the letter was originated from. Are there any plans from Microsoft to add this facility to Microsoft CRM in future? -- Paul Lisseter LNL Services - UK Tag: Duplications of Data Tag: 23213
  - 3
    - Generating documents or letters from CRM I have been looking at Microsoft CRM and reading newsgroup posts. MSCRM has a lot going for it but has a couple of major flaws. The first is the lack of a feature to generate letters from within the CRM application. It is possible to do this with Email but most SME users will still rely heavily upon traditional written letters to send to contacts and accounts. It should be possible (and is in most other CRM apps I have seen and used) to generate a letter from either the opportunity, contact or account level. Selection should be allowed from a number of standard word templates which have the info from the contact/account also filled in. The letter could be checked and modified then printed or faxed. A note should be attached to the contact/account/opportunity with a link to the document. Unless I am missing something the only way of doing this at the moment is to create a document in word manually, save it then attach it to a note with a written summary in the note. This is unbelievably costly in time for a process which should be (and could be) mostly automated within the system. Does anyone know if Microsoft are going to add this feature in future? Thanks -- Paul Lisseter LNL Services - UK Tag: Duplications of Data Tag: 23211
  - 4
    - Changing the password for Admin Account I've changed the password to my CRM Admin account, and can no longer get any of the services to work. I've read that I have to create an account with Domain Administrator privilages, and have all the components of CRM (Exchange, IIS, CRM, SQL Server, AD) to run under this new account. My question is: How do I do this? Can any point me to some place where can I find out how to do this? Or write me just a quick quick to-do on how to do this, please? Thanks ahead of time! Tag: Duplications of Data Tag: 23193
  - 5
    - Why can't my user view data I have two users - one is the manager of the other. They are both in the same Business Unit, of course. The manager has CEO role assigned to him. When the manager logs in, he does not see his employee's accounts, contacts, etc. even though his role gives him Organizational-level access to all data. However, when we run a list report, he is able to see all accounts, contacts, etc. Any ideas as to why he is not able to see all the records outside of reports? Tag: Duplications of Data Tag: 23187
  - 6
    - Status Reason/Qualified Hello, We created a new view for our leads. We added a few more fields to the view so we could sort things a little differently. However, when we qualify a lead as a contact, they do not move off the Lead status screen and the status reason code says they are qualified. If we go to one of the canned status views like "active" or "all" leads, they are gone. Exactly what we need on our view. Can anyone give me some directions on how to resolve this. Thanks in advance. Tag: Duplications of Data Tag: 23186
  - 7
    - initial install CRM message Trying to install CRM 1.2 for first time. Receive message "You must be a member of Domain Admin's group. Make sure computer is joined to domain and you are logged on to domain admin account". Installing on Server 2003 , using administrators account and on server. Other prerequisites such as SQL etc install with no problems. What am I not doing properly? Rich Glushkoff Tag: Duplications of Data Tag: 23184
  - 8
    - onchange issue hi guys, interesting thing: I am using crmSubmitForm to save and reload the open form from the onchange event. yet, it appears that the save and reload works only in the end of all the onchange event. thus, when trying to get the guid of the new object from the onchenge event (after the crmFubmitForm), you get blank!!!! the code is something like that: crmSubmitForm(1,true,true,false); window.alert(crmFormSubmit.crmFormSubmitId.value); can I force the saveForm to be executed immediately??? Ron Tag: Duplications of Data Tag: 23180
  - 9
    - Carry forward of Activities Hi, I have a lead and there are activities entered for the lead. When I convert this lead into an Opportunity, Account or Contact, can I also move these activities along with converting the lead. Kindly help with your thoughts. Thanks, -Jaison Tag: Duplications of Data Tag: 23177
  - 10
    - My Home Page I would like to have my home page open & stay open running in the background while people surf de buttons!! How the H__l is this accomplished!! I've only had frontpage for three days!! http://www.visualyinsane.com/ -- I'M OUTTA HERE!! Tag: Duplications of Data Tag: 23175
  - 11
    - MSCRM Look + Feel I am having an extreme amount of difficulty getting the "look and feel" of crm in my asp.net app. I've been using the style sheets, which make it look similar, but some of the nicer things suck as the list view and the tabs - I cannot find how to duplicate these items. Again, I have the css and am using it - but I want a pretty much exact replica of the screens. Anyone have info on this? Tag: Duplications of Data Tag: 23174
  - 12
    - Migrating ACT! data to CRM We are switching to MS CRM, and while most of the office had used Outlook, we have one user with ACT! 3.0, and were wondering if there was a way to pull the ACT data from his machine into CRM without converting it all to CSV or other file formats. Thanks for the help Tag: Duplications of Data Tag: 23171
  - 13
    - Error:Invalid user authentication parameter.80040204 Hi Everyone, I had implemented a web application that contains a function which return list of activities for a particular user. This procedure is working fine when single user accessing this function but when two user are accessing the application at the same time one can access this function and other user getting an error message " 80040204: Invalid user authentication parameter". Following code. If both are not working at the same time then they are able to access the list of activities. Public Function GetActivities(ByRef sOID as String ) As String Try Dim strQuery As String If readActivities = False Then response.end End If strQuery = "<fetch>" strQuery += "<entity name='Activity'>" strQuery += "<filter type='and'>" strQuery += "<condition attribute='statecode' operator='eq' value='0'/>" strQuery += "<condition attribute='objectname' operator='not-null'/>" strQuery += "<condition attribute='subject' operator='not-null'/>" strQuery += "<condition attribute='owninguser' operator='eq' value='" + sOID + "'/>" strQuery += "</filter>" strQuery += "<attribute name='subject'/>" strQuery += "<attribute name='activitytypecode'/>" strQuery += "<attribute name='statecode'/>" strQuery += "<attribute name='prioritycode'/>" strQuery += "<attribute name='scheduledstart'/>" strQuery += "<attribute name='activityid'/>" strQuery += "<attribute name='objectname'/>" strQuery += "</entity>" strQuery += "</fetch>" Return oQuery.ExecuteQuery(oUserAuth, strQuery) Catch ex As System.Web.Services.Protocols.SoapException Response.Write("<body bgcolor=#efefef><H2><font color=red>Server Error in Scheduling Assistant</font></H2><B><font color=blue>" & ex.Message & "</font></B><br> in ConnectServer()</body>") Response.End() End Try End Function Please any one write solution to handle this error. Thank you Bhaskar Tag: Duplications of Data Tag: 23170
  - 14
    - Microsoft CRM Mobile Sneak Peek and Screenshots Have you seen this? Screen shots of the new Microsoft CRM Mobile 1.2 for Pocket PC. Very exciting... http://www.sonomapartners.com/articles/microsoft-crm-mobile-sneak-peek.aspx Tag: Duplications of Data Tag: 23169
  - 15
    - Creating aCRM activity from SFO I want to send an email that will create an activity for a CRM user. I took an existing e-mail that I had previously sent and clicked on "Promote to CRM activity." I thought this would assign the email as an actrivity to this CRM user. But when I looked in CRM Workplace, the activity did not show up until I looked under "Completed Activities." Why was the e-mail marked as complete? Maybe I don't understand the concept. How do I generate an open activity (something that needs to be followed up on) for a specific user from within SFO? Maybe what I really should be assigning is a "task." I'm so confused. Here are the details. I received an email from a client inquiring about services. I respond back to the client telling them we will get back with them with details. All of this was done outside of CRM. Now I want to assign the responsibility to follow up with this client to a CRM user. How the user follows up is not important (fax, phone, email). What I want to be able to do is 1) track that the user actually does follow up in a timely manner with the client and 2) be able to tie his action (however he follows up) to my orginal e-mail to this client. Can anyone explain how this process would work using SFO in CRM v1.2? Tag: Duplications of Data Tag: 23168
  - 16
    - RE: customize close opportunity dialog... is there any way to make the comptetitor a required field when closing an opportunity as lost? Sunish Tag: Duplications of Data Tag: 23165
  - 17
    - isdecrementing Can anyone tell me how the isdecrementing field is used in a case? This is a boolen value that says that it is true if the case is decrementing. Thanks, Barry Tag: Duplications of Data Tag: 23162
  - 18
    - Exchange router on Clustered Exchange 2k Hello All, Will this work? Has anybody done it? Is it supported? Thanks Nick Tag: Duplications of Data Tag: 23160
  - 19
    - Workflow action on each save I am looking for a way to have a note added to the notes section of a case each time a save is made. Is there a field that is updated each time a save is done? I would like to have workflow manager action taken each time a save is done. Thank you, Barry Tag: Duplications of Data Tag: 23157
  - 20
    - Problems with Lead/Contact sharing? Has anyone else had problems with Leads/Contact sharing themselves between users for no reason? We're having some issues where our leads/contacts are randomly being shared between SCs and TSCs. Doesn't make any sense at all... Tag: Duplications of Data Tag: 23148
  - 21
    - SFO HRESULT: 0x80044101 Does anyone have an idea about this? MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: Exception from HRESULT: 0x80044101. Error Message: Exception from HRESULT: 0x80044101. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available 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 context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Tag: Duplications of Data Tag: 23145
  - 22
    - SFO CRM Appointment My MS CRM tab disappeared from my CRM Appointment window in the Sales for Outlook client. I am using Outlook 2003 and Windows XP Pro. How do I get the tab back? I have cleared the forms cache --- but my forms do not appear in the forms cache. Tag: Duplications of Data Tag: 23142
  - 23
    - Mayday Mayday - SFO Cannot go online I really need some help. Dead in the water here. Has anyone ever seen this error when attempting to go online? "The specified domain logon name already exists. You must specify a unique logon name or open the user that is using this name already." Everything worked fine... now all of a sudden we get this... Any help is seriously appreciated. :-( Tag: Duplications of Data Tag: 23141
  - 24
    - CRM weakness ??? I would like to know if the following is a setup issue or CRM weakness : When I try to attach a CRM activity from outlook crm toolbar to "Account/Contact/Opportunity" using the regarding field from Sales for outlook,I click on the lookup I receive also Disabled Account/contact as well as closed opportunity.Whereas when I do the same thing from the sales for outlook but I chose activity from the crm and not the crm toolbar I don't have disabled Account/Contact or closed opportunity. thank you. Tag: Duplications of Data Tag: 23140
  - 25
    - Dispaly Order of Announcements How can I set the order in which announcements display on the home page. It seems the oldest dispays first. I don't want to expire the old announcement. I just want the latest announcement to display first. Tag: Duplications of Data Tag: 23138
- Next
  - 1
    - Email GUID fix for MSCRM v1.2? I have been looing for the MSCRM patch that removes the GUID from outgoing email's subject field; whilst I can find the patch for MSCRM on this Voice/Partnersource site, this patch is only for MSCRM v1 not v1.2 Is there a separate patch for v1.2, or is the patch already incorparated into v1.2; if so, how do you activate it. If there is a separate patch, anyone with a helpful download link? :-) Regards, Paul. Xchange Group Tag: Duplications of Data Tag: 23133
  - 2
    - Customizing Activities Views? Been hunting for a solution to this for ages now.. Is there any way of customizing the Activities Views in the Workplace section. If you open the 'Activities' Pane in Workplace, you have a list of predefined views (Open Activities, Closed Activities, My Activities, All Activities) - is there any way to customize or all new views to this list? The question stems from the Workflow section of MSCRM; when you advance an opportunity through your workflow lifecycle, a number of automated activities are created which (given a number of opportunities) quickly clog up a users Workplace - and I'm looking for a way to show which opportunity these are activities are coming from; from the Workplace Activities view. So this question can also be answered by asking whether anyone out there knows how to configure the Workflow Manager to show the title of the opportunity in the subject of the created activities. If anyone can answer that question, equally good! Much much Thanks for any help any of you chaps can provide, this has stumped me for a while; and some of co- workers are hounding me and an answer in order to stop their workplaces been filled with hundreds of activities that cannot be disguished between each other. Cheers, Paul. Citrus-Lime. Tag: Duplications of Data Tag: 23130
  - 3
    - APPOINTMENT AUTO COMPLETE Hi, Does anyone know of a way to stop MS CRM from automatically completing appointments? When I get back in the office having attended an appointment I want to be able to add necessary comments and close the appointment manually. At the moment I come back into the office and my appointments are already in my closed activities list! Thanks in advance Lee Tag: Duplications of Data Tag: 23128
  - 4
    - crystal page server Hi I have installed CRM 1.2 on clients server but am not able to publish reports. In crystal configuration manager the page server is shown as stopped and won't restart. The event log shows the error message: 'The root server reported an initialisation failure. (reason: cannot initialise crystal reports print engine)' I don't know whether it is relevant but there is no print driver currently installed on the server. Any ideas? Thanks, Dylan Tag: Duplications of Data Tag: 23127
  - 5
    - client outlook sync error Hi everybody I'm getting this error on the first time I'm tryng to synchronise to go offline: (it's in french but i try to translate it) "crm sfo can't go offline. the user don't have sufficient rihts or the Microsoft CRM server was not found" I changed the LAN setting "Automatically detect settings" within Internet but it doesn't work. Thanks for your help ps: excuse my english Tag: Duplications of Data Tag: 23126
  - 6
    - Viewing relatories While viewing some relatories the data in certain fields overwrites the data on the next field. In other words the lines are not broken to fit in the appropriated space. Where it could be configured? thanks Tag: Duplications of Data Tag: 23115
  - 7
    - Contacts with Outlook client Hello, My users did a goff online. The problem is that it imported their contacts but the contact from the colleague to. Maybe I didn't configure the CRM the righ way. Can someone tell me how to block this? Do I have to do this with the rights configuration? Thanks for your help, Gilles Tag: Duplications of Data Tag: 23114
  - 8
    - Install error : report module Hi, does someone met such message error when loading the Crystal report module ? " Configuration Error Description: An error occurred during the processing of a configuration file required to service this request. Please review the specific error details below and modify your configuration file appropriately. Parser Error Message: Assembly microsoft.crm.platform.types.dll security permission grant set is incompatible between appdomains. Source Error: Line 5: <assemblies> Line 6: <add assembly="Microsoft.Crm.Platform.ComProxy, Version=1.0.0000.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"/> Line 7: <add assembly="Microsoft.Crm.Platform.Types, Version=1.2.3297.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"/> Line 8: </assemblies> Line 9: </compilation> Source File: c:\inetpub\wwwroot\web.config Line: 7 it makes me sick !!! Tag: Duplications of Data Tag: 23112
  - 9
    - Report Customization Hi, I understand that we need to purchase Crystal 9 then apply the 9.2.2 patches for customizing reports. What version of Crystal should we buy? Developer, Standard? etc. Lots of choices it seems? Thanks, Jaison Tag: Duplications of Data Tag: 23111
  - 10
    - Activities Hi, I've created a PhoneCall activity for a Lead.When I convert this lead to an oppurtunity, the activity which I created for the lead is not updating for the oppurtunity. When i open oppurtunity,activity is not displaying in the activities list. It is very important for us to capture the activity info even after converted as oppurtunity. Can anyone help me resolving this issue. Thanks in Advance Regards, Raju Tag: Duplications of Data Tag: 23110
  - 11
    - Conversion of Lead Hi, I have a lead and there are activities entered for the lead. When I convert this lead into an Opportunity, Account or Contact, can I also move these activities along with converting the lead. Kindly help with your thoughts. Thanks, -Jaison Tag: Duplications of Data Tag: 23109
  - 12
    - sfo error Hi, I have problem with crm outlook i can't use the disconnected mode Thanx for ur help Tag: Duplications of Data Tag: 23106
  - 13
    - CRM 1.2 on Apple MAC Has anybody tested to see if on can use a AppleMac and their browser to access CRM? Tag: Duplications of Data Tag: 23105
  - 14
    - Outlook crashes when promoting mail Hi group, we have a problem with one of our SFO-Installments. When the user tries to promote am mail to CRM, Outlook dies and wants to send an error report. This is the first installation, where this happens. All other features in SFO work well, also the Web-Client. We've tried several times to re-add the Com-AddIn, re-install SFO but it still won't do. Any ideas? Thanks in advance Michael Erl _____________________________________ PENTASYS Gesellschaft für Informationstechnologie mbH Rüdesheimer Str. 9 81477 München Tel. 089/57952-0 Fax. 089/57952-399 http://www.pentasys.de E-Mail: mailto:Michael.Erl@pentasys.de ______________________________________ Tag: Duplications of Data Tag: 23103
  - 15
    - statuscode and closeprobability in opportunity (C#) Hi everibody, I developped an application which import leads, account, contact and opportunity from an excel file. I have a problem. When I use the opportunity.create method, I could give it the statuscode and closeprobability values but when I look into CRM. The opportunity statuscode and closeprobability values are the default one and not the ones I specified. Does someone have some clues to manage this? Thx Tag: Duplications of Data Tag: 23100
  - 16
    - unable to add new accounts or contacts I have had crm 1.2 running for months now and all of a sudden I can't add any additional accounts. when I do, I get an error message and the account is not added. Help! Tag: Duplications of Data Tag: 23096
  - 17
    - Using Script in OnChange to return Text Hi, Does anyone know how to return the text compenent of a field rather than it's under lieing value. What i want to do is to autogenerate the Topic of a quote using the Account Name and Oppertunity Name. I have been able to return and insert the Unique ids usin crmForm.accountid.value but what do i use to return the Name? Thanks in advance, Joel Tag: Duplications of Data Tag: 23093
  - 18
    - Calling the web site = no response !!! Hi, my CRM web site doesn't respond to my users !!! the default.aspx page is not displayed, so the users are not redirected to the loader.aspx page If I stop the security service, then the user see a CRM error message The SQL Server profiler indicates that the security services call: exec p_GetReferencedAttributes '{68AB9743-FE43-42CD-81C4-148DB9ED3493}' then exec p_GetReferencedByAttributes '{68AB9743-FE43-42CD-81C4-148DB9ED3493}' the UID changes after, and again the same stored procedures are called. but the user never see anything !!! any idea? thanks. Jerome. Tag: Duplications of Data Tag: 23091
  - 19
    - Linking 2 Picklists How can I link 2 picklist fileds like the Status and Status Reason. Where I can find documentation? Tag: Duplications of Data Tag: 23088
  - 20
    - Crystal Services I'm getting the Crystal Error Message to Check to make sure we have enough licenses. The only thing I did that might have caused this is I installed the Full Version of Crystal Reports Professional on two different machines, even though I only have one license. (One is my workstation, the other is my laptop.) After I registered the second one, I got the license error. First, I noticed that the WinHTTP Web Proxy Auto-Discovery Service was stopped on the server, and I started it, but that didn't help. Is there a specific sequence to restart the services? Second, do you think if I uninstall one of these report writers, it will take away the license error? Third, if I continue to have problems, should I call Microsoft or Business Objects for support? Thanks, Boolean Tag: Duplications of Data Tag: 23080
  - 21
    - CrystalAPS service Hi, When I try to execute any report with Microsoft CRM, I get the following message: "Microsoft CRM Crystal Reports Logon Error. Please Verify That You Have Enough Crystal Licenses". I am to verify the CrystalAPS service and this is starting never is started. Thanks in Advanced Carlos Tag: Duplications of Data Tag: 23074
  - 22
    - Import contacts and assign them to the correct parent account Hi. Is it possible to Import contacts and assign them to the correct parent account without using sdk ? Sebastiano Tag: Duplications of Data Tag: 23063
  - 23
    - fine tune crm Are there any database changes or mappings that could be done to fine tune CRM? Ways to optimize performance, prevent redundancies, and eliminate errors. Also, I have noticed when closing outlook 2000 or 2003 with crm installed the appication tends to hang. Any suggestions? Thanks Tag: Duplications of Data Tag: 23059
  - 24
    - Create Object schema or Entity Hi there, Which is the way to create a new object schema or Entity and to incorporate it in MS CRM? By means of Schema Manager, creating a XSD file or developer some new class with VS.NET? Comments or suggestions? Thanks you. Tag: Duplications of Data Tag: 23057
  - 25
    - adding a field from leads to contacts & accounts Does anyone know how to add a field to the leads object then have the data in that field carryover when converting to a contact/account/opportunity? I'm wondering if it involves adding the field to the objects then linking them somehow. Thanks, Bry Tag: Duplications of Data Tag: 23053

Many of our "Contacts" were migrated in to CRM and unfortunately duplicates were not eliminated. What would be the options for cleaning up the data from within Microsoft CRM? Would approaching it from the SQL database be risky? Thank you for all of your help.

Re: Duplications of Data by John

John
Sun Aug 01 15:18:31 CDT 2004

Right now there is no duplicate checking in CRM as you have found. Your only
option is to either find an ISV addon to check for duplicates or to create
one of your own using the SDK. Here is a sample program with source code to
perhaps get you started.

http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm/html/mbs_crmappdup.asp

--
John O'Donnell
Microsoft CRM MVP

"Chuck47" <Chuck47@discussions.microsoft.com> wrote in message
news:1BA703D1-2654-4500-A0CF-79948CC5F6A3@microsoft.com...
> Many of our "Contacts" were migrated in to CRM and unfortunately
duplicates were not eliminated. What would be the options for cleaning up
the data from within Microsoft CRM? Would approaching it from the SQL
database be risky? Thank you for all of your help.

Re: Duplications of Data by Stephen

Stephen
Sun Aug 01 18:08:56 CDT 2004

The searchpac from c360 can be used to dedupe records, one at a time:

http://www.c360.com/SearchPac.aspx

Stephen

"Chuck47" <Chuck47@discussions.microsoft.com> wrote in message
news:1BA703D1-2654-4500-A0CF-79948CC5F6A3@microsoft.com...
> Many of our "Contacts" were migrated in to CRM and unfortunately
duplicates were not eliminated. What would be the options for cleaning up
the data from within Microsoft CRM? Would approaching it from the SQL
database be risky? Thank you for all of your help.