Implement CRM 3.0 on a Lotus environment

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- Previous
  - 1
    - CRM 3.0 Contact's not synching up properly with Outlook Contacts. CRM 3.0 Contact's are supposed to sync up with outlooks contacts list. Well when I birthday is placed for a contact in CRM it populates outlook's calender with an event. For some reason it populated a paticular contact for every single day in the calender. Any help on how this happend and how to clean it up would be great. Thanks Tag: Implement CRM 3.0 on a Lotus environment Tag: 73940
  - 2
    - KnowledgeBase Title Chage to Article My company has a product called "KnowledgeBase" which obviously causes confusion with the CRM "Knowledge Base" articles. Can anyone tell me where I can change the title of "KnowledgeBase" to something like "Article" within CRM? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73939
  - 3
    - KnowledgeBase Title Chage to Article My company has a product called "KnowledgeBase" which obviously causes confusion with the CRM "Knowledge Base" articles. Can anyone tell me where I can change the title of "KnowledgeBase" to something like "Article" within CRM? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73938
  - 4
    - Unable to uninstall CRM 3.0 client from any other user, including Admin (Local or Domain) How do I uninstall CRM 3.0 client that was installed on another user account we don't have access to? The only way we can uninstall the client is if we log in as the user who used it. When people switch computers and a new user needs that computer, the only way to enable them to use CRM outlook client is to uninstall it on the old user and reinstall on the new. Why!? Any help is appreciated. Tag: Implement CRM 3.0 on a Lotus environment Tag: 73937
  - 5
    - [CRM3] Scheduling a serviceactivity which consists of multiple (sub)services When I schedule a Serviceactivity in CRM 3.0 I get to choose only one specific Service. Now what when I've defined different Services, say - Service 1:Configuring a laptop - Service 2: Connecting a laptop to a domainnetwork - Service 3: Installing Office2007 on a laptop Now how can I schedule 1 (just one) Serviceactivity (say Service X: placing a fully configured laptop) under which all three services are being executed? When all three sub-services have been executed, the total amount spent on these sub-services should be calculated when the parentcase is being closed. I can't get visualize this in my head at the moment because I'm stuck with multiple issues: A) I have different services B) I have different Resources (users) that can perform that service C) I have services that exist of other services themselves. How have you dealt with Service/Subservice issues in your organisation? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73935
  - 6
    - CRM 3.0 - SQL 2000 Reporting Services - Problem with reporting from network client PCs We have an installation of Microsoft CRM 3.0 SBE running on SBS 2003 Premium (ISA is not installed). The installation is working perfectly all round with one exception. We suspect that our problem has something to do with either the configuration of our certificate or CRM, reporting services and IIS permissions. CRM was installed on a fresh installation of SBS. When running reports from CRM on the server itself we have no problems what-so-ever. When we run reports from a domain member client pc on the network and run a report we can edit criteria in the report viewer and run reports etc. When we click run report, we are prompted to enter user credentials (not the case when we run reports from the server). When the report output is rendered, no data is getting through and we are presented with blank graphics placeholder (with little red x) and only the report output template. When we attempt to drill down or get details on any of the reports, we get the following error message. Line: 68 Char: 1 Error: 'top.trEditFilter.Style' is null or not an object Code: 0 URL: http://ourcrmserver:5555/CRMReports/viewer/drillopen.aspx? blah blah blah,.......... Anyone have any ideas? Thanks in advance Tag: Implement CRM 3.0 on a Lotus environment Tag: 73931
  - 7
    - Data Migration Framework should allow custom entities Data Migration Framework shoul allow importing data to custom entities. -- Luis Panzano Renacimiento Sistemas Microsoft GOLD Certified Partner http://lpanzano.spaces.live.com/ ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=e95a91c3-a3cc-4150-b04b-b399d4f6616a&dg=microsoft.public.crm Tag: Implement CRM 3.0 on a Lotus environment Tag: 73929
  - 8
    - Planning a service with more or less required users When I create services you have to pick the amount of users, needed for that service. Say I have a service 'Configure Server' and 3 persons are needed out of a pool of 10 capable people. When you schedule that service, one seems to be stuck with that amount of required users. I can select 2 people, but then with the calculation of the times that are available, CRM uses the amount set (thus it looks for 3 people to schedule in), if I select 4 people you get the error of planning more resources than required for the service (which is understandable). Sometimes I want to schedule only one employee and perhaps even 3. And what if I want to schedule a person that's coming along just to watch how the service is being executed (think of a trainee that is not actually performing any duties) ? How have you dealt with this issue? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73928
  - 9
    - Lookup record dialog box The lookup dialog box field for different types of activities are different. For example, if we add job title in the find columns for Contact find (uder form and view). The job title is seachable in Phone activity Receipeint field, but it is not in To field of email. The two lookup foms also look different. Is there a way to make Job title searchable on Email lookup dialog box? Thanks Tag: Implement CRM 3.0 on a Lotus environment Tag: 73921
  - 10
    - Free CRM Server license for Dynamics GP customers? My partner said at a recent user group meeting that MS was offering a free CRM Server license for Dynamics GP customers (who are current on their enhancement plan). Does anyone know more details about this program? I'd like to set up and explore using CRM in a small environment (maybe just a few users) and this would make it easier to do. Unfortunately, my partner isn't being much help on this one....they told me to look on CustomerSource, but I can't find anything resembling this. Anybody else heard of this, or know where I can go for more information? Thanks, Jason Tag: Implement CRM 3.0 on a Lotus environment Tag: 73912
  - 11
    - Issue since Rollup 1 applied Since applying Rollup 1 yesterday, we experience the followng error: "Failed move data for entity 'Contact' during sainsert. countRow=1" Searching I find suggestions that this is an issue Rollup 1 will resolve. In this case it was working fine UNTIL we applied the rollup. Any suggestions are appreciated. Tag: Implement CRM 3.0 on a Lotus environment Tag: 73909
  - 12
    - Assign Telephone Call and send email Good afternoon, We are fairly new to CRM 3.0 and trying to acomplish the following: Telephone Call is received CRM User clicks the create telephone call CRM User sets TO: field to CRM User phone message is for CRM User sets FROM: Feild to contact / business that is calling types in phone call info, etc. When this is saved we want a Workflow process to assign the phone call to the TO person then email the TO person. Is there a way to do this? Thank you in advance, Steve Tag: Implement CRM 3.0 on a Lotus environment Tag: 73908
  - 13
    - CRM v4.0 aka Titan I have researched the posts throughout this group and haven't seen much on this topic. Visit these two links (i'm sure there are tons more) to see what I'm talking about: http://www.microsoft-watch.com/content/operating_systems/microsoft_to_talk_mash_ups_titan_crm_40_at_convergence.html http://blogs.zdnet.com/microsoft/?p=85 If anyone has ANY other information regarding the release, new features, etc on this topic please post it here. Thanks, Brandon Tag: Implement CRM 3.0 on a Lotus environment Tag: 73898
  - 14
    - TimeZones When doing reports with CRM we have several users in different time zones (Central and Eastern). To add pain to injury some have daylight savings time and others don't. We've added custom date fields into CRM and are now reporting. Depending upon when the information is entered it shows on either the current day or the next day. These dates we need to report on the correct date. We know we have the SystemUserBase table that we can cross reference for time zone bias but is there a simple function that we can wrap a query in to automatically handle the offset? We're using a filtered view to try and get the information out of CRM in our reports. John Tag: Implement CRM 3.0 on a Lotus environment Tag: 73884
  - 15
    - Question about service planning and travel time. Hello, I have the following question. Within the Service planning module of CRM I have the possibility to plan my service people. But our service is with the customer itself, at there location. So the service people have to cope with travel time to get to there next appointment. I cán not see this in my serviceplanning view, and so there is a risk a appointment is planned on travell time... Does someone know a solution? Please help, thank you in advance. Eric Tag: Implement CRM 3.0 on a Lotus environment Tag: 73882
  - 16
    - Calendarweeks off The date on our CRM 3.0 server is set correctly and to use GMT+01:00 hour for TimeZone (Amsterdam, Berlin, Rome,...). The weeknumbers in CRM 3.0 go like this: Year 2003: has 52 weeks Year 2004: has 52 weeks as well Year 2005: has 3 weeks 52? Year 2006: misses a week 52 Year 2007: is ok again, 52 weeks Year 20xx: etc. also ok. Any reasons why? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73881
  - 17
    - Mail Merge Images Missing One of our clients is trying to use the Mail Merge option to send out newsletters based on an email template which includes images. The only merge fields in the document is the client's name. However, the images in the template do not always get sent. Sometimes they are merged into the final document and other times no image is displayed at all. They are using Word2003. Any ideas? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73880
  - 18
    - Issue with Syncing Contacts in Outlook After I create a contact in CRM, the contact is created in Outlook but without the 'Company' name. Why is this? Thanks Tag: Implement CRM 3.0 on a Lotus environment Tag: 73877
  - 19
    - Alternative to the Email editor in the CRM I use the outlook interface to send emails and link them to the CRM to keep records. this is fine. However, when I open a recorded email within the CRM, it is the CRM editor which is used. I found it very very poor. Is there a way to use within CRM the outlook email editor? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73875
  - 20
    - Next Scheduled Release in February 2007? At Convergence last Spring the CRM team repeated numerous times that they were on a rapid development and release schedule and that partner and customers should look forward to a release in February 2007. I don't see any documentation about what's in store for 2007 -- though I have learned more from colleagues who resell SalesForce.com about what's in store for that CRM solution. Where can I learn more so I can help better service our customers and prospects? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73873
  - 21
    - Provide a better upgrade path with Business Contact Manager Hi, my suggestion is to provide a better upgrade path between Business Contact Manager and MS CRM. Small business owners that use BCM will want to upgrade to CRM as they grow. Looking at the blogs and postings, there seems to be a lot of problems migrating data from one to the other. I thought it would be great if I could just drag and drop a contact from BCM to the leads folder or contacts folder and have it add a record automatically. I was able to use the data migration tool to get my accounts to migrate over but not my leads and even so, not all of the information came through such as emails and activities. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=130969c0-8e80-4e31-844c-7829b290bfce&dg=microsoft.public.crm Tag: Implement CRM 3.0 on a Lotus environment Tag: 73872
  - 22
    - CRM V3.0 on SBS prem cannot access reports Hi.. currently have an issue with MS CRM with regard to accessing reports. from both client machine and server i cannot access reports. from within CRM i get "error.. An error has occurred. For more information, contact your system administrator." if i try to go to http://localhost/reports i get "The request failed with HTTP status 403: Forbidden" have looked on MS site and googled without much success. SBS 2003 prem (not R2 and no ISA) iis using .net v1.xxxx any idea thanks Tag: Implement CRM 3.0 on a Lotus environment Tag: 73871
  - 23
    - Bulk email aborted from quick campaign Folks, Have done an Advanced Find and from there created a bulk email Quick Campaign. (590 recipients/contacts) after clicking on Create screen closes after a short pause but the campaign shows 0 success 0 failed Status Reason Aborted. (error: 0x8004023b in description) If I do the same with a subset of 7 contacts it works fine. (ie emails to all seven are sent out) Any suggestions? Have checked bulk email service is running Have set tracing debugtracelevel - nothing obvious Have checked all email addresses in valid format Have set AllowUnresolvedPartiesOnEmailSend Have applied relevant hotfixes to allow bulk emails - does work for at least 7 Have set SMTP server message properties to allow 10000 recipients per message and 200 message per session Tag: Implement CRM 3.0 on a Lotus environment Tag: 73869
  - 24
    - Save and Close not working correctly Hi - We're finding a very strange and unnerving problem today. When using the save and close button the contacts in question at first seem to save and close. However - when we go back into CRM after closing out the information actually has not saved. Has anyone else seen this? Thanks - Maria Tag: Implement CRM 3.0 on a Lotus environment Tag: 73868
  - 25
    - Save and Close not working correctly Hi - We're finding a very strange and unnerving problem today. When using the save and close button the contacts in question at first seem to save and close. However - when we go back into CRM after closing out the information actually has not saved. Has anyone else seen this? Thanks - Maria Tag: Implement CRM 3.0 on a Lotus environment Tag: 73867
- Next
  - 1
    - Recipient Address Deleted When some of our users send e-mails from their laptops with CRM installed (laptop version) and the e-mail is tracked in CRM, sometimes the recipient e-mail addresses in the to field are deleted after the send button is pushed! The e-mail will go to people they've CCed and will appear in their sent items with the addresses deleted. This means they need to check every e-mail they send. I've found absolutely no information about anything like this. Any help would be appreciated. Tag: Implement CRM 3.0 on a Lotus environment Tag: 73864
  - 2
    - Error in Sales Process upon automatic email to user group When an opportunity is created, the sales process automatically fires off. When a particular task is completed, it is written that an email is to be automatically sent to a user group defined in the setup. For two particular users in our pilot group, the email does not automatically send and an error is generated for the task. I cannot recreate the issue. I have tried creating an opportunity and assigning it to that user, then going through the stages of the sales process. I do not get the error. There are other users in the same office who can create opportunities and they do not get the error and the email is automatically sent to the user group specified. I cannot view the error. When I try to open the task in which the error occurs, I receive an "Insufficient Permissions" error. I am set up as a System Administrator. I am at a loss. There does not seem to be a rhyme or reason as to why this is happening only for a couple of people. The other people in the office are set up with the same Roles as the two having issues. Has anyone seen anything like this???? Please help! Tag: Implement CRM 3.0 on a Lotus environment Tag: 73862
  - 3
    - Looking for Contract MSCRM trainers We're seeking a good contract MS-CRM trainer to handle our occassional on-site and classroom training engagement, as well as possibly some of the light development work arising out of these classes. Typically our classes are fairly introductory level oriented to sales people and sales managers. Please respond off-list to jobs@ledet.com if interested. Tag: Implement CRM 3.0 on a Lotus environment Tag: 73861
  - 4
    - Loading MS CRM in FRAME / IFRAME Is it possible to run MS CRM Forms inside of parent Iframe/Form? How pass to CRM login/password programatically from parent form? Thanks. Tag: Implement CRM 3.0 on a Lotus environment Tag: 73860
  - 5
    - First access after installation After installing CRM 3.0 i want to access the crm over http://servername:5555/ A Login window apears and i put in my login name and password - the next page says page can not be found error 404 So which login information is needed - the normal domain login? Do i have to check something in the IIS? any help would be fine. best regards from germany richard Tag: Implement CRM 3.0 on a Lotus environment Tag: 73855
  - 6
    - Quick Find Activites I had a query regarding the quick find associated with the activity entity in MS-CRM 3.0 We have added the due date as a find field for the Quick Find View and published I have some records whose due date falls on 22/11/2007 and some records whose due date is 22/11/2206 I have CRM date format as dd/mm/yyyy In the Quick Find when I enter a date as 11/22, it enters all the records whose records have the due date as 22/11/2006. If I have to retrieve the record whose due date is 22/11/2007, I will have to enter the date as 22/11/2007. Which date format does the CRM application recognize when performing the search based on the date field? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73854
  - 7
    - Account Merging Problem.. Hi All, We currently have problem in merging Account. When we merge account, the new UI will be displayed for us to choose which field we want to merge. But, currently, we don't see any lookup-type field in the merge field option. Anyone know this is bugs from CRM or anything wrong with my current CRM configuration? If it's bugs, is there any Knowledge Base or Patch? If it's wrong with my CRM Configuration, anyone knows how to fix it? Regards, Gunady Tag: Implement CRM 3.0 on a Lotus environment Tag: 73853
  - 8
    - Standard unit on product Is it possible to get the products standard unit transferred to the unit field on quotes and orders ? Why does the user have to choose the unit when there already is a default on the product ? -------------------------------------------------------------------------------- Jeg beskyttes af den gratis SPAMfighter til privatbrugere. Den har indtil videre sparet mig for at få 28127 spam-mails Betalende brugere får ikke denne besked i deres e-mails. Hent en gratis SPAMfighter her. Tag: Implement CRM 3.0 on a Lotus environment Tag: 73851
  - 9
    - Routed Mails not appearing in CRM I have the exchange router installed, to send mail to CRM and have deployed a rule to a user. When mail is sent to this user, the mail is forwarded to the sink mailbox (crmmail) and it then dissapears from the sink mailbox, but it never appears in CRM. No errors appear in the event log. The router service is running as the same account as the sink box, and is a domain admin, but no luck. Thanks Tag: Implement CRM 3.0 on a Lotus environment Tag: 73850
  - 10
    - Clicking On Reports Now Causes An Error Message I was able to run reports just fine for months and now when I click on the reports option I am get the following error message: Description: An unhandled exception occurred during the execution of the current web request. Any idea as to why I would am now getting this error message and how to fix it? Thanks. Rick Bellefond RB Data Services www.rbdata.com Tag: Implement CRM 3.0 on a Lotus environment Tag: 73848
  - 11
    - Search from value to value on text fields I have a suggestion concerning search on text fields. Fx the zipcode field. In Denmark we often want to search for an interval fx 5000 to 5999. This isn't possible on Text fields in CRM. You have to create a search with a lot of OR's in AX it is possible to use the syntax 5000..5999. Or a selection of method Between or From and To. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=0503eb15-da29-475a-95cd-a54cb705e060&dg=microsoft.public.crm Tag: Implement CRM 3.0 on a Lotus environment Tag: 73845
  - 12
    - Installing CRM 3.0 Plus Exchange Email Router Hello, I have an SBS 2003 R2Premium with SQL 2005 Workgroup edition server at our office, there are 5 users. I am looking to install CRM 3.0 plus the Email router on a test box before I commit to installing it on the live system and am finding it difficult to understand fully the options I am presented with during the Iinstall. Is there anyone who could point me in the right direction to some guides to installing CRM server with explanations of the options involved. The more relevent reading the better :) Thanks for your time Dave Tag: Implement CRM 3.0 on a Lotus environment Tag: 73844
  - 13
    - Subject Description Hi all, Is there anyway I can access the Subject Description (not name) that we enter during Subject Entry on the Case Screen. Secondly , I have to ask some additional information from CSR if he select some particular subjects but dont want these fields to be there on the case screen for every trouble ticket. Tag: Implement CRM 3.0 on a Lotus environment Tag: 73843
  - 14
    - can I update directly CRM Table Hi, I use CRM 1.2 I would like remove a licence of user, he don't exist in Active Directory. so I would like do delete the good row in the table SystemUsersLicences Can I do that ? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73839
  - 15
    - MONEY PREMIUM MAKE ACCOUNT REGISTER COLUMNS SELECTABLE ON 2001 QUICKEN MONEY DELUXE I COULD ENTER INTEREST, AND CASH IN THE BROKERAGE ACCOUNT AND SEE IT IN THE REGISTER. ON MONEY PREMIUM, I HAVE TO LEAVE THE ACCOUNT, GO TO CASH TRANSACTIONS, AND SEE MY MONEY BALANCE AND THE TRANSACTIONS. IF YOU NEED TO STORE THE TRANSACTIONS IN TWO DIFFERENT PLACES, I GUESS I CAN CLICK BACK AND FORTH, BUT AT LEAST LET ME SEE MY CASH BALANCE IN THE ACCOUNT WHEN I GO TO THE REGISTER. NEXT ITEM. IF I HAVE A BROKERAGE ACCOUNT WITH $20,000, IS POSSIBLE TO TRANSFER $10,000 OF THAT TO ANOTHER BROKERAGE ACCOUNT? IF IT IS, IT IS NOT INTUITIVE. IF I GO TO CASH TRANSACTIONS FOR THE BROKERAGE ACCOUNT, AND MAKE AN ENTRY FOR $10,000, IT WRITES IT LIKE A CHECK. I GUESS I THEN HAVE TO GO TO THE RECEIVING ACCOUNT AND MAKE AN ENTRY LIKE A CHECK ARRIVED. KINDA DUMB THAT I CANNOT JUST TRANSFER IT. AM I THE ONLY PERSON WITH A BROKERAGE ACCOUNT THAT HAS MONEY AND STOCKS? IF I AM UNIQUE, I GUESS THERE IS NO PROBLEM....OTHERWISE, IT WOULD SEEM THE PERSONS WHO WROTE YOUR PROGRAM NEED TO TAKE A COURSE IN BASIC FINANCE. I EXPECT I WILL THROW MY MONEY PREMIUM AWAY, BUT I WILL SPEND A COUPLE MORE HOURS ON IT BEFORE I DO THAT. DAIVD BLACKBURN ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=d4288bec-c4dd-4e38-bf21-a6ea47dcb085&dg=microsoft.public.crm Tag: Implement CRM 3.0 on a Lotus environment Tag: 73837
  - 16
    - Values in Billable Time Field Hi All, Does anyone know where or how to change the values in the Billable Time field on the Case Resolution record? I need the values to be in 15 minute increments, but they aren't and I can't seem to change them through the usual customization methods. TIA, -- DDT Tag: Implement CRM 3.0 on a Lotus environment Tag: 73825
  - 17
    - Remove an entire Business Unit and corresponding data from MS CRM database We created a 2nd installation of MS CRM and copied over our entire database to the new installation. However, we would like to remove/extract all of the activities, leads, contacts, accounts, opportunities that are not connected to Business Unit that the new installation was intended for (for the last 18 mos, I created a parent entity with two child business units.. now one of the child business units will be its own entity with separate licenses, domain, network, users, etc). We probably erroneously copied over the entire database to the new installation of CRM (with disabled users from the old business unit). However, I would now like to remove ALL of the old business unit data since it occupies approx 95% of the database. PLEASE help :) Thanks Rob rkershberg@gmail.com Tag: Implement CRM 3.0 on a Lotus environment Tag: 73823
  - 18
    - Synchronize % complete field between Outlook and CRM We want to update the % complete field of a CRM task in Outlook, and have it synch with CRM. However, it looks like this is one field that does not synch up. Does anybody know if you can synch the field somehow? Mike Tag: Implement CRM 3.0 on a Lotus environment Tag: 73814
  - 19
    - Mass Qualify Opportunities Does anyone know if it is possible to Mass Qualify Opportunities? I want to be able to select more then one and qualify or disqualify them. Thanks Tag: Implement CRM 3.0 on a Lotus environment Tag: 73811
  - 20
    - Re: Annotation Import Not Associating with Account or Contact I'm having the same problem as this guy did earlier. I'm using the DMF. While I can migrate Contacts, Accounts, and Tasks successfully, Annotations are migrating - but without any objectid or objecttypecode. Sorta stuck here, as I can't figure out what could be causing this. Anyone have some helpful input? Thanks Tag: Implement CRM 3.0 on a Lotus environment Tag: 73810
  - 21
    - advanced find incidents Hi this might be a simple question... i have some incidents assigned to account and some incidents assigned to contacts for that account... is there a way to do an advanced find and list all incident belonging to the account (both account level and contact level) Any help is appreciated.. Thanks -Moha Tag: Implement CRM 3.0 on a Lotus environment Tag: 73805
  - 22
    - ordering activities by From (To) Why it is not possible to order activities, e.g. e-mails by From or To attribute in any view? Tag: Implement CRM 3.0 on a Lotus environment Tag: 73799
  - 23
    - Problem in installing CRM server Hi We are trying to install CRM server. but we getting following error message and we don't know the reason for this. Action Microsoft.Crm.Setup.Server.GrantDatabaseAccessAction failed. ---> Microsoft.Crm.Setup.Common.SetupException: Setup could not complete this action. This might be due to the fact that there are multiple Domain Controllers and they have not replicated new Microsoft CRM information yet. If this is the case you have several options: 1. Go to the domain controller and manually force synchronization. 2. Wait 15 minutes (typically) until the domain controller synchronizes automatically. 3. Click Retry a few times until Setup finds a different domain controller that has the Microsoft CRM information. ---> System.Data.SqlClient.SqlException: Windows NT user or group '<DomainName>\SQLAccessGroup {f88103ca-b3f1-4405-bc07-ed5261e75bc3}' not found. Check the name again. To add here, we installed SQL server using local administrator when we first try to install CRM server then we changed login to administrator of domain for MSSQLServer service but still we are getting same problem. and '<DomainName>\SQLAccessGroup {f88103ca-b3f1-4405-bc07-ed5261e75bc3}' group is present and it was created by CRM setup only. Thanks in advance Lalit Bhatia Tag: Implement CRM 3.0 on a Lotus environment Tag: 73789
  - 24
    - Re: Quickbooks vs. CRM for invoicing "Steve Yates" <steve@teamITS.com> wrote in message news:... > Is this different than 3.0 "rollup 1"? Never mind...! "Boolean1" <Boolean1@comcast.net> wrote in message news:UvedndOwQfNEQenYnZ2dnUVZ_tudnZ2d@comcast.com... > From the Rollup 1 KB article...Incompatibility with Windows Vista and 2007 > Microsoft Office programs: > Update Rollup 1 for Microsoft Dynamics CRM 3.0 does not make the Microsoft > Dynamics CRM 3.0 client for Outlook compatible with Windows Vista or with > 2007 Office programs. - Steve Yates - ITS, Inc. - Wisdom of Bart: I did not see Elvis ~ Taglines by Taglinator - www.srtware.com ~ Tag: Implement CRM 3.0 on a Lotus environment Tag: 73788
  - 25
    - contract lines error hi, I want to create new contract lines from ms crm 3.0 application, but there's an error. The error message: "Server Error in Application". Actually in my office there's no problem but in our client company there's an error. I want to ask, what kind of mistake that can make this error ? please help me.... Thanks, Yunita Tag: Implement CRM 3.0 on a Lotus environment Tag: 73781

Hello, I need information about implementing Microsoft CRM 3.0 in the
following environment:
* Lotus Notes as e-mail server
* There is no Exchange Server
* Domain users are on Active Directory

I need to know the following:
* Do I need to install exchange server and integrate it to Lotus?
* Is there any ISV software or connector that lets install CRM with Lotus
and not Exchange
* Any documentation about integrating CRM with Lotus is usefull too

Top

Re: Implement CRM 3.0 on a Lotus environment by John

John
Wed Dec 13 16:12:19 CST 2006

This might help

Integration to exchange is only needed to track incoming emails.

http://www.microsoft.com/downloads/details.aspx?FamilyID=2417e918-2e30-41db-a3b2-2f800bf76ffe&DisplayLang=en

==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowecrm.com

"Irene Prieto" <irenep@sega.com.gt> wrote in message
news:%238wc%23UvHHHA.1008@TK2MSFTNGP06.phx.gbl...
> Hello, I need information about implementing Microsoft CRM 3.0 in the
> following environment:
> * Lotus Notes as e-mail server
> * There is no Exchange Server
> * Domain users are on Active Directory
>
> I need to know the following:
> * Do I need to install exchange server and integrate it to Lotus?
> * Is there any ISV software or connector that lets install CRM with Lotus
> and not Exchange
> * Any documentation about integrating CRM with Lotus is usefull too
>

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