Import Data from ERP-System to CRM 3.0 daily

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- Previous
  - 1
    - e-mail as soon as I install Outlook part of CRM 3 all my e-mail from inbox disapear. where is I can find it? Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58309
  - 2
    - Problem in Received Mail Hi All, I received an Email in MS outlook then Tracked it to CRM, now this is an Closed Activity and I see it in "My Closed Activity" and a problem: 1- Why this Closed Activity remained in My "In Progress" Queue and how can I remove it from Queue? -- Mohsen Ahmadi Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58306
  - 3
    - Problem with workflow callout I tried something like the example here: http://www.mscrmguy.com/hols/assembly/ But when i Try to execute the workflow as a manuall workflow I receive a message saying that there was an error, contact admin.. The workflow states are also on paused. I'm not even able to run any workflow after this incident. The event log says: "Action {BB2D2E6F-BDD2-DA11-8FF4-000802F14ED3} failed in step {B92D2E6F-BDD2-DA11-8FF4-000802F14ED3} of process instance {42006BC3-BDD2-DA11-8FF4-000802F14ED3}. Please view the paused rule in the Microsoft.Crm.Workflow.Monitor for more information about the failure." Please help, anyone!! Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58305
  - 4
    - CRM license - user or device based? hi, we have some users with multiple devices, such as a laptop, desktop and PDA. will it consititue as 3 licenses for a single user or simply 1 license coz only 1 person in active directory? thanks Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58304
  - 5
    - User names not to be displayed while sending emails Hi We have implemented CRM 3.0 for a customer who uses it for managing his Customer Service. There would be a thousand emails to their support inbox (support@xyz.com) and the CSR's answer it one after the after. Now when they reply to these emails, the email goes from their inbox displaying their names & email id's and not from the support inbox. Is there any way to hide their personal names and make the emails go from support@xyz.com? -- Jony Lawrence Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58303
  - 6
    - How to customize the case id? CRMers, When a new case is created, CRM automatically generates an id of the form CAS-number-suffix. Is there a way to customize this so that it looks more like: CASYYMMDDnnnnnn where YY, MM and DD represent the date the case was created and nnnnnn is the unique id for the day? Thank you in advance for your help. Pradeep Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58302
  - 7
    - Case ID v/s Email tracking token CRMers, When you create a case for a support email, by default the generated case id is of the form CAS-number-suffix. When a support person replies to the email, the CRM system automatically adds an email tracking token to the subject line. This email tracking token is not the same as the case id. Questions: 1. Why can't the email tracking token be the same as the case id? Won't it make sense to use case id to track emails for a given support case? 2. Even if they are different, how can I disable automatic placement of tracking token on the subject line? We do not wish to confuse the customers with two tokens. The case ID should be the only token. When I open a support case with Microsoft, the standard "new case acknowledgement" email that I receive from Microsoft actually has the case id and not the email tracking id. This is the way it should be. Thank you in advance for your help. Pradeep Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58301
  - 8
    - How to measure telemarketing team's performance? CRMers, The way we measure the performance of any person in the telemarketing team is purely by the number of calls and emails the person has made in a week. Here is what we need: 1. Number of newer leads/opportunities contacted for the week - EMail - Phone calls 2. Number of emails and phone calls made to existing leads/opportunities How can I get this information from MS CRM? Thank you in advance for your help. Pradeep Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58299
  - 9
    - Can I build Product Relationships I want to have a base product linked in some way to others (eg Printer and then a list of consumables). The idea is I can send a customer a priceslist of only their consumables. Any suggestions on how to achieve this would be welcome Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58296
  - 10
    - Steps to create a case from a support email CRMers, When we get a support email from a customer, it moves to the support queue and is assigned to a support person. This works. Now, I am trying to understand how to create a case out of this email and am a bit confused. I would appreciate it if someone can help me with the following questions. Q1. When an email is received in the queue, you can double-click it and associated the "From" address to a contact. So far so good. However, to create a case out of the email, I don't see any option anywhere. There is a menu item to create a new case. However, in this case, I have to copy the subject line from the email into the title for the case. I also need to once again specify the customer. This is slightly painful. Is there an easier way I missed? Q2. Once a case is created, now I see two items in my "IN progress" queue - the original email and the new case that I just created. How do I associate the email to this case? Thank you in advance for enlightening me. Pradeep Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58289
  - 11
    - Contract versus contract lines... CRMers, For our business, customers get one year standard support when they purchase a product (it is a software application). Therefore, I created a contract template with "coverage dates" as the allotment. The next step is to create a contract for a customer. This also seemed straightforward. However, it order to convert the contract from draft status to invoice status, I now am required to create a new contract line. Q1. Why do I need a new contract line when I already specified the necessary information in the contract itself. The most important information was the start and the end date for the contract and that has already been specified. Q2. When I create the contract line, I am required to enter Total Cases/Minutes. The contract template clearly states that this contract is of "coverage dates" type. Why then do I need to enter total cases/minutes? Q3. Contract line also makes it mandatory to enter the pricing for the contract. What is it that I must enter here? One year warrantly is a standard part of the product. The product is priced, not the contract. Entering a value of $0 does not work. $0.01 works though. It that what one must use? Thank you in advance for your help. Pradeep Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58288
  - 12
    - crm 1.2 to crm 3 upgrade time out CRM upgrade from 1.2 to 3 is failing with a timeout issue on a very large db (almost 16Gb). Any ideas? Event Logs: 15:06:31| Info| Adding attribute :StatusCode To Entity : Email 16:06:55| Error| Install exception.System.Exception: Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding. at System.Data.SqlClient.SqlCommand.ExecuteNonQuery() at Microsoft.Crm.Upgrade.ActivityUpgrade.Upgrade(String path) --- End of inner exception stack trace --- at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at System.RuntimeType.InvokeMember(String name, BindingFlags invokeAttr, Binder binder, Object target, Object[] args, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParameters) at Microsoft.Crm.Setup.DatabaseInstaller.DllMethodAction.Execute() at Microsoft.Crm.Setup.DatabaseInstaller.DatabaseInstaller.Install(Int32 languageCode, String file, Boolean upgrade) at Microsoft.Crm.Setup.Server.InstallDatabaseAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace --- at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) at Microsoft.Crm.Setup.Common.Installer.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Server.DatabaseInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.InternalInstall(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Server.ServerSetup.Upgrade(IDictionary data) at Microsoft.Crm.Setup.Server.ServerSetup.Run() 16:06:55| Info| Microsoft CRM 3.0 Server Setup Failed. 16:06:55| Info| Microsoft CRM 3.0 Server Setup Setup did not complete successfully. Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. Exception has been thrown by the target of an invocation. Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding. and 15:06:31| Info| Adding attribute :StatusCode To Entity : Email 16:06:55| Error| Install exception.System.Exception: Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding. at System.Data.SqlClient.SqlCommand.ExecuteNonQuery() at Microsoft.Crm.Upgrade.ActivityUpgrade.Upgrade(String path) --- End of inner exception stack trace --- at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at System.RuntimeType.InvokeMember(String name, BindingFlags invokeAttr, Binder binder, Object target, Object[] args, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParameters) at Microsoft.Crm.Setup.DatabaseInstaller.DllMethodAction.Execute() at Microsoft.Crm.Setup.DatabaseInstaller.DatabaseInstaller.Install(Int32 languageCode, String file, Boolean upgrade) at Microsoft.Crm.Setup.Server.InstallDatabaseAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace --- at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) at Microsoft.Crm.Setup.Common.Installer.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Server.DatabaseInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.InternalInstall(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Server.ServerSetup.Upgrade(IDictionary data) at Microsoft.Crm.Setup.Server.ServerSetup.Run() 16:06:55| Info| Microsoft CRM 3.0 Server Setup Failed. 16:06:55| Info| Microsoft CRM 3.0 Server Setup Setup did not complete successfully. Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. Exception has been thrown by the target of an invocation. Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding. Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58287
  - 13
    - Adding User in CRM 3.0 Mixed Mode Hi, I just finished installed CRM 3.0 in mixed mode. When i used deployment manager in order to add CRM users, no domain was found. In this case, i just could add the user manually from the settings tab on the form. Imagine if there are 70 users and i have to type manually. Is it intended behaviour in CRM 3.0 when implementing it in mixed mode?? As i believed when i set the native CRM, i did not encounter this problem. Using Deployment manager, I could find the domain and it's easier for me to add the user there. Or are there any hints in order to add users on mixed mode?? Carrie Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58267
  - 14
    - Campaign Templates I'm trying to figure out how to use Campaign Templates, or at least some copyable framework for a campaign that I can copy over and over again each time I have a tradeshow, promotion, or whatever else. Campaigns are set up to do this or at least it looks that way but they don't accomplish my task. Maybe I'm using it incorrectly but it seems pretty straight forward. Here's what I've done. 1. Create a New Campaign Template from the Campaign screen. 2. Fill in the form information desired and click save. 3. Now I set up the activities that I want as part of my template so that I don't have to recreate them every time I do a campaign. 4. I save the campaign template and I go and look at my activities and low and behold the planning and campaign activities that I created in the template are in my Open Activities view even though a real campaign has not been created nor started. 5. So, my next thought was fine, skip the template and just copy existing campaigns that have been completed. 6. I tried completing the planning tasks and copying the template and that is not allowed. I have to delete the completed activities in order to copy the template as a template or real campaign. So, to me it seems like all the Campaign Template is good for is the form information and not intended to be used to copy activites as well. Yes it does copy activities over but not the way I would think it would (make a real activity from a place holder that is not a real activity). I don't see why real activities are created from template campaigns. Campaigns can be used very effectively on a one off basis but if you want to copy over to a new campaign this don't seem to occur logically. Maybe my logic is skewed, I don't know. If any one can explain this to me and help me figure out a way to use campaign templates like any other template with out of the box functionality I would greatly appreciate it. If it can't be done it can't be done and that's ok, I just need to know my options. Thanks, Fronk Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58257
  - 15
    - Change SSL cert hoses reports??!?! Howdy, If I keep IIS happy using publishing.domain.local, my CRM reports work great. However as soon as I switch it to server.domain.com I get generic errors. I am switching it to appease Outlook clients connecting to Exchange via RPC over HTTP. The Outlook connection doesn't like the publishing certs. Can I change the SSL for the Default Web Site and still keep CRM happy?? Thanks a ton!! -- D a v i d L o z z i Data & Web Technology Specialist Delphi Technology Solutions, Inc. Wilmington, MA dlozzi@(remove this)delphi-ts.com - www.delphi-ts.com Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58253
  - 16
    - A server certificate could not be validated for the Reporting Services Report Server Hello, I have CRM 3.0 installed but reporting isnt working properly, well not working at all. Look at my previous post at 4/21/06 10:49AM. I figured I give a Repair a try using Add/Remove programs. I run through the wizard and the System Requirements window errors on Microsoft SQL Server Reporting Services with the following error: A server certificate could not be validated for the Reporting Services Report Server Any ideas? Thanks, -- D a v i d L o z z i Data & Web Technology Specialist Delphi Technology Solutions, Inc. Wilmington, MA dlozzi@(remove this)delphi-ts.com - www.delphi-ts.com Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58241
  - 17
    - Programatic sharing of teams. I have been searching the sdk and have had trouble finding the method I should use to share an entity (incident, contact, custom entity, etc.) with a team. Does anyone have a quick answer? I'm assuming an associated method for removing a share to a user or team will be named similarly to the creation method. If not, that would be good to know as well. Thanks. Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58239
  - 18
    - Organizing Views In the old CRM version, is there a way to bring the list of "views" - either under the category "accounts" or "contacts" and NOT in the "System Customization" since they are organized there - in alphabetical order? Thanks Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58236
  - 19
    - Internet explorer desappear When I trying to connect to the CRM server the Internet explorer windows desappear. Anybody has any idea what is happening? W Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58234
  - 20
    - Attend a FREE CRM 3.0 Seminar Attend a FREE HiTech Institute Microsoft Dynamics Seminar on CRM, Axapta and BizTalk. HiTech Institute is presenting Microsoft Dynamics ERP and Business Connectivity software seminars at our downtown Toronto office - 2 Bloor Street East, Suite 2103. Our in house master certified experts will guide you through what you need to know to take advantage of Microsoft CRM - Client Relationship Management, Axapta - ERP and BizTalk - connectivity. In a few short hours we hope your tour will give you the know how to take advantage of a lot of the great features in these packages. You owe it to yourself and your company to understand how these software packages can drive your business. There is no cost for you to attend. Please visit http://www.htinstitute.com/events_main.asp (copy to your browser) for more information on the events and to register. Be among the leaders in the North American business! Join HiTech Institute downtown for your Product Tours. Shouldn't you be using all the available tools out there to drive your company's business? We look forward to seeing you. Event Management Team HiTech Institute 2 Bloor St. East, # 2103 Toronto, ON, M4W 1A8 Tel: 416 513 1535 www.htinstitute.com Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58227
  - 21
    - CRM Email Warning Hello. I have a user that appears in the CRM email window when composing an email. It doesn't seem to hinder their email capabilites but was just curious if anyone else has experienced it before; 'The email below might contain script or content that is potentially harmful and has been blocked. Unblock' Thoughts, he says it mostly happens when he pastes some text in from MS Word. Thanks, Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58220
  - 22
    - CRM seminar being held at Microsoft Canada Headquarters - 1 June - 8:30 - 12 Attend a FREE CRM 3.0 seminar at Microsoft headquarters conducted by HiTech Institute and Microsoft Canada. register at - http://www.htinstitute.com/wsregform.asp?reg=61 ( copy to your browser ) Event Date: Thursday, June 01, 2006 Event Time: 8:30 AM to 9:00 AM - Breakfast and Networking 9:00 AM to 12:00 PM - CRM Event Location: Microsoft Canada Co. 1950 Meadowvale Blvd ( just east off Mississauga Road north of the 401 highway ) Mississauga, Ontario Topic: What's New in Microsoft CRM 3.0 With and Navigating the New User Interface Collating and Sharing Information What's New for Salespeople What's New for Marketing Personnel What's New for Customer Service Representatives What's New for Service Schedulers Audience This course is intended for individuals or anyone that plans to implement, use, maintain, consult, or support Microsoft CRM in their organization. The class is targeted toward, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Microsoft CRM and gain foundational knowledge of the new application functionality. Contents What's New in Microsoft CRM 3.0 With and Navigating the New User Interface Collating and Sharing Information What's New for Salespeople What's New for Marketing Personnel What's New for Customer Service Representatives What's New for Service Schedulers Event Details: Cost: FREE - Value of $700 Register: You can register online OR By Phone: To reserve your spot, please call 1-800-816-4811 or 416-513-1535 and ask for Seminar Event Registration. Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58219
  - 23
    - Multiple records attached to one or many accounts I am attempting to create an entity called Trading Partner that can be assigned to an account. Basically I would like to globally create these Trading Partners then assign multiple trading partners to every account. Is this possible with a many to one & one to many relationship? How would I go about setting that up? Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58217
  - 24
    - Cannot View Reports Howdy, Using CRM 3.0 (new install) on Windows 2003 SBS Premium. When clicking on Reports in CRM web client I get: An error has occurred. For more information, contact your system administrator. Also, get the same message when clicking on Settings > Org Settings > System Settings. From what I have read, they are the same thing. When I go to http://server/reports I can see the SQL Server Reporting Services page, however there are no items listed. I'm assuming the installation should've set one up? What are the settings to set one up? Should I rerun installation? How can I get these reports working? Thanks!! -- D a v i d L o z z i Data & Web Technology Specialist Delphi Technology Solutions, Inc. Wilmington, MA dlozzi@(remove this)delphi-ts.com - www.delphi-ts.com Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58216
  - 25
    - Prior owner of a case notification queston Lets say a case has been assigned by one of our techs to another tech. I would like to have some way of informaing the tech via email that the person he assigned it to has acknowledged it, say by changing the cases staus. Is there any way that I can track the previous owner of a case and send them an email or does anyone have a different way of handeling this? Stuart. Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58215
- Next
  - 1
    - Error when bulk emailing Here is the error as summarized to me by one of our techs: There is a feature where you can send bulk email and make it look like it came from another person or queue (whatever that is). User has tested that feature successfully in the past by sending a message to himself and he made it look like it came from one of the other sales persons. Today he was trying to us that feature for the first time in a real message. The message was destined to about 75 recipients, but when he tried to send it, this error (attached) came up, and once that error comes up, he can?t do anything in CRM. Even if he closes IE and reopens it, he can?t logon. The error comes up right away. I think after his web session times out (20 minutes) he will be able to logon again, because that?s what we observed earlier. The error message that was attached was "Exception from HRESULT 0x80044151. Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58199
  - 2
    - Campaign response to lead mapping Anyone know the answer to this one? TIA. http://groups.google.com/group/microsoft.public.crm.deployment/browse_thread/thread/bd6b139d9cb350a9/13b76976861d5add?q=nahi&rnum=1#13b76976861d5add Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58198
  - 3
    - Install Outlook Client on CRM SBS Server???? Is that possible to install CRM Outlook Client and CRM Server on the same SBS server? Just for testing... Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58197
  - 4
    - Exchange router not frowarding email to CRM Hi, Have setup CRM-Exchange Email Router & Deployment rules. When sending an email from outlook to external contact regarding a case (for example), external contact receives email with CRM tag. When external contact replies email arrives in inbox, but does not automatically go into history to attach itself to case. This has to be done by opening email & clicking "Track in CRM". The email from the external contact does get as far as the inbox of the MSCRMSystemuser mail box that was setup for the router, but does not get deployed from here in to MSCRM. Nothing in logs, any help much appreciated. Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58189
  - 5
    - MS CRM and SBS record limitation Hello. Is there a recommended amount of records CRM 3.0 SBE and Small Business Server can handle?? (i.e. 1 million, 1 thousand, etc.) Technically I know we meet the standards as mentioned in the Implementation Guide. Thanks, Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58188
  - 6
    - Security Rules and Sharing Hi, We have a client with this scenario: BU1 - User A - Security role BU level for account entity - User B - Security role User level for account entity BU2 - User C User C shares an account that he owns with User B with read, write and append permissions. User B can now see, write, etc the shared account. User A, despite having permissions at BU level for account entity, cannot see the shared account. Our client needs that User A can see, write, etc the shared account without the need of sharing it with user A. Do you have any suggestion of how we can do this? Regards, Rute Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58186
  - 7
    - MSCRMBulkMai the service service is Stopped: Critic condition. Hi, I use SBS 2003 with CRM 3.0 + Exchange connector.Everythings seems to work find (SBS + CRM) Every day, I get this error in the performance report service: MSCRMBulkMail the service is Stopped: Critic condition. What do you think ? Thank you for your reply Pascal Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58184
  - 8
    - crmExchangeQueueService Hi, Does anyone know or there is a way to delete a message that is in the crmExchangeQueueService? I have, since I've upgraded from CRM 1.2 to 3.0, a massage with some strange signs in it (don't know were it comes from, never used CRM-Router for Exchange in v 1.2) wich failed to deliver to all servers. It creates dailly arround 1000 events... Thanx for any help, Mario Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58183
  - 9
    - Multiple installations in one Domain?? MS CRM 1.2! Hello, we have the following problem: We need a MS CRM of 1.2 server for some tests. We had installed a 1.2 Server in former times. We have since deinstalled the Server. Now we wanted to install CRM on another server. But MS CRM 1.2 wants to start the services of the first server. We have problems with the access to the ActiveDirectory. But we have all rights! A tried Redeployment breaks off while connecting the IIS. Any ideas? Greetings, Stefan Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58182
  - 10
    - integrate Outlook WEB access and CRM web client is there any development that would give all CRM options in Outlook web access in order to have a similar feeling as when we are in the outlook client? ---------------- 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=8d0aa242-aa75-449a-83a8-db60a6e4c55f&dg=microsoft.public.crm Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58181
  - 11
    - Changing my SSL certificate: impossible to access reprots in CRM 3.0 - SBS 2003 Hi, I used the Internet Wizard on the SBS 2003 and changed the SSL adresss of the web server. Since then , reports do not work anymore. I get the error "contact your administrator". Reports do not find the new web server. How can I resolve this issue ? Thank you for yor help Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58179
  - 12
    - Reporting asking for username/password ? CRM 3.0 on SBS 2003 Premium When I try to run a report it ask for credentials ? Has anyone got an idea on this ? Jack Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58178
  - 13
    - I cannot install the CRM 3.0 List Web Part 1.0 My problem is; I cannot install the Microsoft Dynamics CRM 3.0 List Web Part "crmlistwebpart.exe" in my Windows Share Point Services SP2 on SERVER1. The error message is: Installation of the List Web Part for Microsoft Dynamics CRM 3.0 requires that Windows SharePoint Services v2 or SharePoint Portal Server 2003 be installed. Verify that one of the SharePoint technologies is installed on the server and retry setup.... and the install proces stop... My enviroment is: SERVER1 IS: Windows Server 2003 R2 Full update Windows SharePoint Services v2 (SP2) - Microsoft Office Web Componnent - Windows SharePoint Services English Language Template Pack / SP2 - Microsoft .NET Framework 2.0 - Language Pack of Microsoft .NET Framework 2.0 SERVER2 IS: Windows Server 2003 R2 Full update Microsoft Exhange Server 2003 Microsoft SQL Server 2005 Microsoft Reporting Services 2005 SERVER3 IS: Windows Server 2003 R2 Full update Microsoft CRM 3.0 Professional - All software in installed in spanish S.O and WSS - No error in event log for all servers - All web services CRM/WSS/Exchange work very good ------------------------------------------------------------------------------------------------ Using this syntax (msiexec /i listwebpart.msi /log error.log) I capture this errorr log: === Logging started: 19/04/2006 04:01:42 === Action 04:01:42: INSTALL. Action start 04:01:42: INSTALL. Action 04:01:42: AppSearch. Searching for installed applications Action start 04:01:42: AppSearch. AppSearch: Property: WSSPATH, Signature: WSSPATH.RegSearcher AppSearch: Property: SHAREPOINT_STSADMIN_PATH, Signature: SearchForStsAdmin Action ended 04:01:42: AppSearch. Return value 1. Action 04:01:42: LaunchConditions. Evaluating launch conditions Action start 04:01:42: LaunchConditions. Info 2898. Tahoma8, Tahoma, 0 MSI (c) (10:68) [04:01:43:725]: Product: List Web Part for Microsoft Dynamics CRM 3.0 -- Installation of the List Web Part for Microsoft Dynamics CRM 3.0 requires that Windows SharePoint Services v2 or SharePoint Portal Server 2003 be installed. Verify that one of the SharePoint technologies is installed on the server and retry setup. Action ended 04:01:43: LaunchConditions. Return value 3. Action 04:01:43: SetupCompleteError. Action start 04:01:43: SetupCompleteError. Info 2898. TahomaBold10, Tahoma, 0 Action 04:01:43: SetupCompleteError. Dialog created Action ended 04:01:44: SetupCompleteError. Return value 2. Action ended 04:01:44: INSTALL. Return value 3. Property(C): SHAREPOINT_STSADMIN_PATH = C:\Archivos de programa\Archivos comunes\Microsoft Shared\Web Server Extensions\60\bin\stsadm.exe Property(C): txtTitle2 = 0 Property(C): txtTitle = 0 Property(C): txtSetup2 = 0 Property(C): RBGSETUP = 1 Property(C): txtSetup3 = 0 Property(C): txtSetup4 = 0 Property(C): txtSetup10 = 0 Property(C): ProductName = List Web Part for Microsoft Dynamics CRM 3.0 Property(C): Manufacturer = Microsoft Property(C): ProductCode = {D8653C8E-9AC6-43C7-BEE0-8A53427998EE} Property(C): ProductLanguage = 1033 Property(C): ProductVersion = 3.0.5300.1075 Property(C): UpgradeCode = {AA966E2D-B953-445D-AE29-386055FBF841} Property(C): L_StsAdmin_Output = STSAdm output: {0} Property(C): L_Error_AdsiNotFound = Could not determine adsi path for virtual server {0}:{1} Property(C): L_Error_DirPathNotFound = Could not determine directory path for web.config for virtual server {0}:{1} Property(C): L_Error_PolicyFileNotFound = Could not determine policy file location for virtual server {0}:{1} Property(C): DefaultUIFont = Tahoma8 Property(C): ErrorDialog = SetupError Property(C): ARPHELPLINK = https://mbs.microsoft.com/customersource/support Property(C): ARPCONTACT = Microsoft Property(C): ARPURLINFOABOUT = http://www.microsoft.com/crm Property(C): ARPNOMODIFY = 1 Property(C): ARPNOREPAIR = 1 Property(C): EXTRACTCABONLY = 0 Property(C): L_ErrorText_SHAREPOINT_LOC = Unable obtain Microsoft SharePoint installation location. Property(C): L_ErrorText_STSADM_EXEC = An error occured attempting to add the web part package through stsadm. Property(C): SourceDir = C:\ Property(C): Privileged = 1 Property(C): PackageCode = {4F164653-0377-4AD4-A6B5-AE2106A36A9B} Property(C): ProductState = -1 Property(C): PackagecodeChanging = 1 Property(C): CURRENTDIRECTORY = C:\ Property(C): CLIENTUILEVEL = 0 Property(C): CLIENTPROCESSID = 3088 Property(C): VersionDatabase = 200 Property(C): VersionMsi = 3.01 Property(C): VersionNT = 502 Property(C): WindowsBuild = 3790 Property(C): ServicePackLevel = 1 Property(C): ServicePackLevelMinor = 0 Property(C): MsiNTProductType = 3 Property(C): WindowsFolder = C:\WINDOWS\ Property(C): WindowsVolume = C:\ Property(C): SystemFolder = C:\WINDOWS\system32\ Property(C): System16Folder = C:\WINDOWS\system\ Property(C): RemoteAdminTS = 1 Apparently the problem is the property: WSSPATH (not is possible to find the access route to WSS installation directory) My WSS app is installed by default in SERVER1 Some idea? -------------------------------------------------------------------------------------------------------- More information for this web part: Microsoft Dynamics CRM 3.0 List Web Part http://www.microsoft.com/downloads/details.aspx?FamilyId=BC9B3526-DECF-4057-A530-91840C0D5401&displaylang=en Thanks, Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58170
  - 14
    - Restricting the Case Lookup Is there a way to prevent resolved cases from appearing in the case lookup? Specifically... Create an email in Outlook. Click the 'Track in CRM' button. Click the 'Regarding' button. Change the 'Look For' to Cases. Currently this lookup displays all cases with no restrictions. I would like to restrict this to only show active cases. Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58166
  - 15
    - Case Lookup Is there a way to prevent resolved cases from appearing in the case lookup? Specifically... Create an email in Outlook. Click the 'Track in CRM' button. Click the 'Regarding' button. Change the 'Look For' to Cases. Currently this lookup displays all cases with no restrictions. I would like to restrict this to only show active cases. Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58164
  - 16
    - E-mailing Case Resolution to Client Would love to figure out a way to set it up so when one of my engineers resolves a case and drops in the resolution reason, billable units, and description that it would go straight to the client. Anyone have any idea how to pull this off? rml Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58162
  - 17
    - .NET 2.0 and CRM Hi all, We had a client that had access to their calenders, then one morning (after their IT guy applied updates to their server, inc .NET 2.0) they could use all parts of CRM but not the calenders. They just recieved a not available error. I read some posts that said that .NET 2.0 when installed on CRM server or workstation can cause the calender to be unavailable. I informed the client to remove .NET 2.0 and put on .NET 1.1 with SP1. He has not yet done that but weirder again it now is available, the following morning, without change. Has anyone seen this or know how/why this happened inscase it happens again and I need to look into it. Cheers, Nathan Warner Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58161
  - 18
    - How do you e-mail a person when a case is assigned to a person. In our case form we have a drop down box with some names put in. How would a person make an event that would be smart enough to know what name is being selected and then e-mailing that person so they know a case has been selected for them? Thanks in advanced! Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58154
  - 19
    - CRM 3.0 Dynamic Excel Export error Hello, I am receiving the following error when attempting to export a dynamic excel spreadsheet from CRM 3.0: Connection failed: SQLState: '01000' SQL Server Error: 10061 [Microsoft][ODBC SQL Server Driver][TCP/IP Sockets]ConnectionOpen (Connect()). Connection failed: SQLState: '08001' SQL Server Error: 17 [Microsoft][ODBC SQL Server Driver][TCP/IP Sockets]SQL Server does not exist or access denied. CRM 3.0 and SQL 2005 are installed on the same server (this is a development environment) and in the same domain as the AD controller. SQL is setup to allow SQL and Windows authentication. I would appreciate it if anyone provide more information about what is causing this issue. Thank you, TimDarius Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58152
  - 20
    - MS SQL Server takes 100% cpu Alright, everyone has posted different slow CRM questions. Mine will be extremely specific. My organization runs CRM 3.0 with a pretty good sized database, size in my opinion should not matter, remember infinite scalability? Primarily with the Outlook 2003 add-in. Alright so they have an 'Offline Client', usually that means you'll be running on a laptop, or atleast that is how it is here. With 1.4 GHz and 1 Gig of memory exactly how does MS expect people to support a MS SQL server locally? It pegs the CPU, makes outlook a hog and the machine is virtually useless until 2-5 minutes after boot, and Outlook is slow even after completing the boot process. Both the sqlserver process and the helper process peg the cpu at different times. My question is, how do we make these laptops, with these necessary CRM apps on them, run at a reasonable pace. Is there some way to improve efficiency, or lower priority of the sqlserver, but my thought is that would only slow Outlook queries even more. So I guess the mobile/offline version of CRM makes a decent small form laptop useless. MS recommends going SQL32 on the server, but offline that won't stop the cpu from going to 100%, also increasing memory won't get the cpu to run more cycles so these fixes are BS. We can't be (and I am sure are not) the only people with this issue and MS still doesn't believe that it is as slow as it is. Do they test in a high-end environment for 25 minutes and then say we are ready to ship? I mean how did they not see that 'mobile laptops + sql server != good idea'. Seriously any solutions or ideas would be more than appreciated. Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58142
  - 21
    - Autosend I was wondering if anyone had gotten this to work? I've followed the instructions, and and deployed the DLL per. I do get an error during the build of: warning CS0168: The variable 'er' is declared but never used The mail gets created, but never sent. The process counters in the workflow monitor never move. I get the following in the server event log: Condition {D8703A8C-91BD-DA11-A267-00508B94DB5A} failed in step {D7703A8C-91BD-DA11-A267-00508B94DB5A} of process instance {CE703A8C-91BD-DA11-A267-00508B94DB5A}. Please view the paused rule in the Microsoft.Crm.Workflow.Monitor for more information about the failure. for every email that it tries to send, but nothing is ever written to the workflow log. Any help is appreciated. Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58134
  - 22
    - converting lead error in 1,2 I get this error when i try to convert a lead to to an account and contact. Deos anyone have any ideas? Microsoft CRM Unhandled Error Details: Exception from HRESULT: 0x80042F09. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Runtime.InteropServices.COMException: Exception from HRESULT: 0x80042F09. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [COMException (0x80042f09): Exception from HRESULT: 0x80042F09.] Microsoft.Crm.Platform.ComProxy.CRMAccountClass.Create(CUserAuth& Caller, String Account) +0 Microsoft.Crm.Application.Platform.Account.InternalCreate(String xml) +31 Microsoft.Crm.Application.Platform.Entity.Create() +19 Microsoft.Crm.Web.SFA.LeadDetailPage.Qualify(Object sender, DataEventArgs e) +720 Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, User user, String objectId, String& data, Entity entity) +188 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +103 Microsoft.Crm.Application.Forms.EndUserForm.Execute(Entity entity) +60 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +24 Microsoft.Crm.Web.SFA.LeadDetailPage.ConfigureForm() +272 Microsoft.Crm.Application.Controls.AppPage.OnLoad(EventArgs e) +130 System.Web.UI.Control.LoadRecursive() +35 System.Web.UI.Page.ProcessRequestMain() +750 Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58132
  - 23
    - Role Permissions to allow Sending an Email for a Lead I've been slowly locking down my users' access in CRM 3.0, and must have done a very good job. They USED to be able to click send email and the email would go out through CRM, and get logged. Now, when they try to send an email, they get an error that they don't have sufficient permissions to view this record or perform this action. I've looked high and low, and can't figure out what role/security controls this. Does anyone have any ideas? thanks! Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58131
  - 24
    - CRM 1.2 attachments - limit of path/file name length Hi there, in MS CRM 1.2 there is a limit of the path/file name length, when you want to upload an attachment. You can only upload an attachment with path/file name length of maximum 185 characters. Is there a way to avoid this limit? Thanks for your replies, Florian Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58128
  - 25
    - Migrating from CRM 1.2 to 3.0 Hello, I have a question about migrating data from 1.2 to 3.0. I do not really want to do an upgrade, but if it's the best option so be it. With the new abilities in CRM 3.0 for creating custom entities and attributes, I want to move a lot of our existing 1.2 data to new custom entities/attributes that better match their purpose in our system. My question is the best way to do this. Basically I see two scenarios: 1. Use the DMF to map all the existing data to the new locations on a new 3.0 system. This seems like the option to go with, however I am not sure how to maintain relationships between things like accounts and their activities/notes. I need to set a new unique ID in the CDF for each entity and I'm not sure how to relate these new IDs between entities. 2. The second option would be to upgrade everything to 3.0, and then move data around once it is upgraded. One of the big problems I see for my situation is that I need to turn all leads into accounts. Is there a way to qualify all leads into accounts in some sort of bulk fashion? Any ideas or potential troubles with what I am thinking will be greatly appreciated. Thank you! Tag: Import Data from ERP-System to CRM 3.0 daily Tag: 58126

I wonder what way I should choose to import data (Accounts, Contacts,
Offers,... perharps some custom entities) from an ERP-system to CRM 3.0 on a
daily basis.
the CRM does NOT work with a relational database, thus I don't know, if
migration tools would work but I think they won't. Please tell me if I'm
wrong and I'm able to use those tools for imports of dBase or CSV-Files, too.

Development of a custom interface is possible but it's said anywhere that
developers shall never interact with the CRM-database directly.
Under what circumstances can I be sure to be on the safe side and not to
destroy anything by a wrong INSERT?

I think, the Webservices will help, if I convert the import data to XML
first. Ist this the way to go?

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RE: Import Data from ERP-System to CRM 3.0 daily by Goldensun

Goldensun
Sun Apr 23 17:30:02 CDT 2006

Yes, I think the webservice is the way.
Even in CRM1.2, I use webservice to get data from other websites and create
related object in CRM system.
You don't need to directly use the CRM-Database, you just use some CRM-APIs.

"Llanddcairfyn" wrote:

> I wonder what way I should choose to import data (Accounts, Contacts,
> Offers,... perharps some custom entities) from an ERP-system to CRM 3.0 on a
> daily basis.
> the CRM does NOT work with a relational database, thus I don't know, if
> migration tools would work but I think they won't. Please tell me if I'm
> wrong and I'm able to use those tools for imports of dBase or CSV-Files, too.
>
> Development of a custom interface is possible but it's said anywhere that
> developers shall never interact with the CRM-database directly.
> Under what circumstances can I be sure to be on the safe side and not to
> destroy anything by a wrong INSERT?
>
> I think, the Webservices will help, if I convert the import data to XML
> first. Ist this the way to go?

Top

Re: Import Data from ERP-System to CRM 3.0 daily by Pradeep

Pradeep
Mon Apr 24 03:35:40 CDT 2006

Take a loot at eXamin Fusion data integration product at
www.examinfusion.com. It connects to most small/midsize ERP and CRM
systems, including MS CRM, and can migrate/synchronize data among them.

Disclaimer: I work for this company. However, my intention here is not
to spam the newsgroup. I apologize in advance if anyone feels any other
way.

Pradeep

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