How to? Import .xls to a new installed CRM??? URGENT!!!!!

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- Previous
  - 1
    - Activate Order I create 2 manuel rule from Workflow manager at below: 1. Manuel Rule Change state to : Submitted 2. Manuel Rule Change state to : Activated I run first rule when order is Active and Order is submitting. After that I run second rule when order is submitted but it cant run and I see "An error has occured" message. Does anybody help to me? How can I activate "submitted order"? Best Regards, Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40793
  - 2
    - Adding values to "OpportunityCloseActivity" I'd like to add more values for "Status Reason" for when my users close an opportunity. However, the Close Activity is a popup window that I can't find when I go to the system customization while logged in to MS CRM. Is there anyway to add values to this?? I see the fields in Deployment Manager (OpportunityCloseActivity/statuscode), but obviously I can't change anything there. Thank you very much for any help! Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40788
  - 3
    - appointment how do we accept or decline an invitation (appointment) in CRM 1,2 (not using Sales for Outlook) Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40787
  - 4
    - Sharing function Hi, I have a problem with the sharing function. I have this error: ....the Business Unit can be inactive or deactivated...... It's no true. Can somebody help me? Thanks Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40780
  - 5
    - Error when trying to connect to crmweb When trying to connect to http://crmweb i get the following error. Server Error in '/' Application. ---------------------------------------------------------------------------- ---- Parser Error Description: An error occurred during the parsing of a resource required to service this request. Please review the following specific parse error details and modify your source file appropriately. Parser Error Message: Could not load type 'Backup.Global'. Source Error: Line 1: <%@ Application Codebehind="Global.asax.cs" Inherits="Backup.Global" %> Source File: C:\inetpub\wwwroot\global.asax Line: 1 Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40779
  - 6
    - Recieving an error when opening CRM e-mail????? When a response to a CRM E-mail is received, it is automatically attached to the CRM Record (Opportunity, Account, Lead) as activity history. In order to further respond to the CRM E-mail and continue the thread the user has to do this from the CRM Activity History on the record. Sometimes when the e-mail is opened in CRM it contains this warning message: "The e-mail below may contain script or content that is potentially harmful and has been blocked. Unblock" With this error message, the user can not respond or forward the e-mail from CRM. The e-mail form blanks out and the user gets an internet â??Page can not be displayedâ?? error screen. You will see this message on the CRM E-mail when you open it. What could be causing this? -- Mike At DSI Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40776
  - 7
    - Sending email to queue user from LAN fails Is it normal that email sent to a queue user from an external recipient works fine but email sent from a local user on the domain fails to arrive? Is this by design? Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40773
  - 8
    - Upgrading windows 2000 CRM server to windows 2003 server Does any know of a procedure or KB article that covers this. Thanks Ken Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40772
  - 9
    - Rule ? CRM 1.2 Sales prof. I have made a manual rule that updates 3 custom account fields from true to false. They worked fine before but now the customer get an error stating that he isn't allowed to make the change. The systemadministrator with all rights can't apply the rule either. Can it be because of the rollup fix or something ? It is a very simple rule so I don't have a clue, can anyone help me out here, thank you ! Any thought is welcome ! Jack Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40771
  - 10
    - Report consultation crashs Hello, I've noted that Crystal Enterprise for MS CRM doesn't work very well in my deployment : - Sometimes it works - Sometimes nothing loads after long time - In the most cases, I get this error : "updateViewState failed" In that last case, I've verified : APS is running. I don't have a lots of users accessing simultaneously Crystal Enterprise, but we have imported around 2000 accounts and 6000 contacts. Has someone experienced such problems ? Could it be an hardware requirement problem ? Thanks for advance -- Michael MARTIN BrainSoft (France) Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40770
  - 11
    - mysterious relogin after 15 mins Hello, after about 15 minutes of working with MS-CRM IE opens a login window. Problem is, it wants me to enter a password for a non existing user. User in CRM is John Doe, domain login for this user is user08. The login window wants me to enter the password for "\\crmsrv\John Doe" password for user08 is not accepted. After closing IE (loosing all entered data) and restarting it, everything works (for about 15 minutes). Is there anything I can do about that? Regards, Tobias Tiederle Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40764
  - 12
    - Moving CRM Database Hi All, How can I move the Microsoft CRM SQL Server databases to a different machine (same domain, of course)? Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40763
  - 13
    - Mailing Groups of persons in CRM I would like to make account's member of groups, or make contact's members of groups. In that case I can would like to send e-mails to groups instead of mailing to account's or contact's. How can I Arrange that? Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40760
  - 14
    - Slow response times using browser over VPN Hi I use CRM 1.2 remotely via VPN over broadband. Most of the time I use the Outlook interface, but occasionally I need to go direct via IE. Response times are fine using Outlook but painfully slow (half an hour to load the first screen) using IE. I'm using Windows 2003 Server and XP client. Any good ideas? TIA Tim Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40758
  - 15
    - Opportunity, Quote, Order to Invoice Hi, Am i correct that 1 opportunity can have several active quotes?? But each quote can only be associated with one order and one order is associated with one invoice. Our client asks whether one quote can have several order. For example in a quote for 10 items. Then the customer is required to send 5 items first and the rest later. How to accomodate this partial order in MSCRM? Can someone help me?? Thanks Carrie Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40751
  - 16
    - Can't select text in input control I have created a custom page that works fine within CRM. The strange thing is that I can't select (highlight) text in a textbox control. I created the page using an asp:TextBox control and a regular HTML Input control set to type=text. For some reason I can't select the text using the keyboard or mouse in either case. The standard CRM pages don't exhibit this behavior. Does anyone have a clue what's going on? Thanks. James Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40750
  - 17
    - Data Migration We're planning to replace our current CRM (SalesForce) with MS CRM 1.2 in 3 to 4 months. Any good tools out there for migrating data from SF to MS CRM? Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40749
  - 18
    - Import/Export Is there a way to view a sample or an example of an import/export file of a Quote in CRM? We are going to be implementing CRM for a customer and we are also going to be working with Syteline to synchronize their data back and forth between CRM. I need to provide Syteline with an example of a CRM import/export file. Thanks! Cayla cayla@monrealconsulting.com Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40746
  - 19
    - Creating new attributes When using Schema Manager to create new attributes, I'm not able to create a new attribute with "Lookup" as type, "Lookup" is not availabe as one of the type options. But yet some of the exist fields, for example, in Account table came with "Lookup" as type. Why? Is there a work-around? Please help. Thanks. Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40745
  - 20
    - Deactivated Accounts show up in Search. Why? We have accounts that no longer do business with us that we've Deactivated. However, when we do a search / advanced find those accounts still come up. How can we screen those out of the results? Thanks! Jim Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40744
  - 21
    - UK Date Format I cant believe this has not been asked before, but dont seem to be able to find it, however.... Is there a way of changing the date format to Uk style and the currency to Â£ sign?? Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40740
  - 22
    - 1 email fill my queue!!!! Hi, I'm testing a deployment of the CRM 1.2. I test the exchange filter to get email sent to support@company.com. This works fine... but... every 30minutes the same email is added to the queue again!!!! I have done 2 tests, and these 2 emails are copied every 30minutes... what's wrong??? thanks Jerome Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40737
  - 23
    - Removing Carriage Returns from Excel file I am a new CRM user. I have a large excel file converted to cvs but because a lot of my contacts were scanned from business cards there are a lot of carriage returns (symbols). Is there a way to automatically remove all of the carriage return symbols from a large excel database? -- Linda Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40736
  - 24
    - Trouble getting Workflow Rule to fire I am using the CRM Workflow manager to trigger specific events to update the system. The issue that I am having is determining what Event (Create, Manual, Assign, Change Status) I need to assign to the rule? The scenario is as follows: When a field at the Contact level is set to â??TRUEâ?? I need a rule to run to update a field at the Account level. The issue I am encountering is that the Rule never gets fired. Here is the code, I have tried using a Wait condition and an If/Else statement: When Contact Status is Changed If Contact.QuickMoveActive = 1 Then Update: Account.QMAvailLicense -= 1 End IF OR When Contact Status is Changed Wait Contact.QuickMoveActive = 1 End Wait Update: Account.QMAvailLicense -= 1 In this case â??Contact.QuickMoveActive = 1 â?? tells the system that this user is now an active user of a specific product. When this event occurs then I need the RULE to fire and subtract 1 from the total number of licenses still available for this Account which is represented by â??Update: Account.QMAvailLicense -= 1â?? . Any ideas on what I can do to accomplish this? Any assistance would be greatly appreciated, thanks Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40729
  - 25
    - Cases and Workflow We are using cases as problem reports... what is the best way to set up workflow so that when the case is created it is routed to a specific queue and the queue owner and account owner are emailed? and when the case is assigned to another queue that queue owner is emailed? Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40728
- Next
  - 1
    - customize view and form for KB articles Hi all, I have found URLs on this newsgroup for (unsupported) customization of several CRM views and forms that don't offer this by default. However, the URL's for customization of the view and form for KB articles were not included. Can someone supply those? Thank you for replying. Basman Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40726
  - 2
    - How to? Format the CRM Server, than restore the SQL database. I have backup all the sql database, and then format the server, re-installing the Windows Server 2003, and re-installing the CRM server. Now I'm going to restore the CRM database, it should be done by restore the SQL database. Anyone has ideas to restore the data? Cheers, Jim Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40722
  - 3
    - CRM Integration for great plains When I'm trying to instal MSCRM Integration with Great Plains v. 1.2 results in this error: "Setup could not locate the specified SQL Server. Verify that the specified server is valid SQL Server running with supported software. Only MS Great Plains or later is supported." How can i solve this problem... Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40721
  - 4
    - Create shortcut button to activity Hello Sorry if this is a newbie question but I havent found an answer so far. I'm trying to find a way of creating a custom button on the Lead update screen to create an activity eg a phone call as a shortcut instead of having to go to the Actions menu, then PhoneCall, ie it's just a click of a button instead of using the menus. I've added a custom button to "/activities/email/edit.aspx" and have PassParams = 1 set. However, when I click the button I get a new email activity with oID passed but the Recipient field is not populated, so therefore is not saved with the lead I'm updating. The Action menu sends more parameters but I don't know how to get my button to send all the required parameters. Is there a way of doing this? Thanks in advance Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40720
  - 5
    - Campagne Management and Offers in Microsoft Word Hello, i ve seen the new mscrm 1.2 and i had two questions: 1. Is it possible to realize campagnes via mail and then is it possible that a person, who gets an mail caused by the campagne could register for example for a conference? 2. is it possible to create an offer in mscrm and the export it to ms word using our company word templates. Thanks for your help Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40719
  - 6
    - Crystal Report Licence Error Hello... I have got problem when acceesing crystal report which is newly installed. The problem is about licenses. How can i solve this problem... MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: Unable to access crystal; check to see if you have enough licenses : Unable to log into crystal; check to see if you have enough licenses : Unable to communicate with crystallogon.csp Error Message: Unable to access crystal; check to see if you have enough licenses : Unable to log into crystal; check to see if you have enough licenses : Unable to communicate with crystallogon.csp 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: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40715
  - 7
    - Migrating both SQL & CRM to a new server Hi, I am currently looking into the procedures to migrate all the CRM data from an OLD machine to a NEW machine.Currently both SQL 2000 SP3 and CRM are installed on the OLD machine running Windows 2003 Std Server Edition. We are to retire the OLD one and want to move everything to the NEW. I have installed SQL 2000 SP3 on Windows 2003 Server (non-SBS) already. Since I cannot install CRM on the NEW one without uninstalling CRM on the OLD first. I am wondering if the following steps will work: 1) Copy everything in <systemdrive>:\Program Files\Microsoft CRM\Crystal Decisions\Enterprise 9\Filestore from the OLD to the NEW 2) Uninstall CRM on the OLD 3) Install CRM on the NEW and ask the CRM to use the existing database during installation. 4) Depromo OLD, and remove it from the network. Having said that, if there anything I have to do before installing CRM after copying? If this would not work, do you have any suggestion for me? Regards, Antonio Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40712
  - 8
    - Stop using a separate time zone in CRM. Use the Windows time zone -- Robert Green IT Manager All-Tex Exteriors ---------------- 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=70fd107c-25b3-4c92-b1d4-f371d6a174e6&dg=microsoft.public.crm Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40709
  - 9
    - Sometimes when the e-mail is opened in CRM it contains this warnin When a response to a CRM E-mail is received, it is automatically attached to the CRM Record (Opportunity, Account, Lead) as activity history. In order to further respond to the CRM E-mail and continue the thread the user has to do this from the CRM Activity History on the record. Sometimes when the e-mail is opened in CRM it contains this warning message: "The e-mail below may contain script or content that is potentially harmful and has been blocked. Unblock" With this error message, the user can not respond or forward the e-mail from CRM. The e-mail form blanks out and the user gets an internet â??Page can not be displayedâ?? error screen. You will see this message on the CRM E-mail when you open it. What could be causing this? -- Mike At DSI Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40704
  - 10
    - Blocked Content on CRM E-mail We are seeing a warning on some CRM E-mails using the CRM E-mail form: "The e-mail below may contain script or content that is potentially harmful and has been blocked." When we get this message we can no longer respond to or forward the e-mail. Further, if we do try to send, the e-mail form is replaced with a generic internet "Page can not be displayed" error message. Any ideas on how to correct this? Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40703
  - 11
    - Error starting CRM from the Web I've just installed CRM on a Windows 2003 Server. The Win2003 Server is joined to a domain that is based on Windows 2003 Small Business Server. The Win2003 Server is configured as an application and file server. Doesn't have Active Directory, DNS, or any other services running on it, since SBS2003 handles all of this. I'm trying to add users to CRM in the Win2003 Server via the Deployment Manager, but find that I can't see from any of the users that are in AD on SBS2003. I then tried to add users to CRM manually by calling up the CRM web site on the Win2003 Server. However all I get is an error message: "An error has occurred. For more information contact your system administrator." How do I resolve this? Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40700
  - 12
    - CRM v1.2 + Windows 2003 SP1 = Problems. Things seems to work fine pre-SP1, but now I'm experiencing these problems after installing Windows 2003 SP1: 1.) Trying to login with an admin account using IE on the CRM server itself gives me a "HTTP Error 401.1 - Unauthorized: Access is denied due to invalid credentials." This worked just fine pre-SP1. I can log on with that same user account on any other workstation just fine. It's not a popup blocker. It's not a license that wasn't assigned to the user account. It's something else. 2.) When trying to look at my users in Deployment Manager, it gives me a "The server localhost is not responding. This might happen if it is currently unavailable, it is not a Microsoft CRM server, or you do not have sufficient privileges to run User Manager." This also worked just fine right before the SP1 upgrade. Does anyone have a fix? Seems security related? Is there a hotfix out for this issue? Thanks, Mike Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40696
  - 13
    - JavaScript Error We just installed the CRM to evaluate it and we are getting the JavaScript error "Permission Denied" on the bottom toobar. It works with the Windows 2000 machines, but not our Win XP SP2 machines? Is there some sort of security setting we need to set? Any help would be appreciated. Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40693
  - 14
    - Impersonation Error when searching the Help Guys, I'm getting the following error when searching the CRM Help: Server Error in '/' Application. ---------------------------------------------------------------------------- ---- Impersonation failure. 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.Web.HttpException: Impersonation failure. 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: [HttpException (0x80004005): Impersonation failure.] System.Web.ImpersonationSuspendContext.GetCurrentToken() +214 System.Web.ImpersonationSuspendContext.Suspend() +53 System.Web.HttpContext.GetConfig(String name) +104 System.Web.Configuration.HttpCapabilitiesBase.GetConfigCapabilities(String configKey, HttpRequest request) +14 System.Web.HttpRequest.get_Browser() +143 System.Web.UI.Page.CreateHtmlTextWriterInternal(TextWriter tw, HttpRequest request) +28 System.Web.UI.Page.CreateHtmlTextWriter(TextWriter tw) +12 System.Web.UI.Page.ProcessRequestMain() +1916 ---------------------------------------------------------------------------- ---- Version Information: Microsoft .NET Framework Version:1.1.4322.2032; ASP.NET Version:1.1.4322.2032 I didn't find anything related in the internet. Any advise? TIA, Andrea Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40691
  - 15
    - Import contacts as Contacts or Leads? I realized after I imported my Outlook contacts as "contacts" to MSCRM that the contact screen does not have a company name and that I need to create an account and attach the account to the appropriate contacts. Am I approaching this the right way - is it more appropriate to import my Outlook contacts as "leads" rather than contacts? Not sure if there is a right appoach to this but it is time consuming to match up all my contacts into approapriate accounts and it doesn't seem like the way it should work. Tom -- tom mauriello princiapal corporate voice inc. Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40689
  - 16
    - Sync between Outlook / MS CRM Hello, Here is my probleme concerning contact sync between Outlook and MS CRM : How can I put Outlook existing contacts into MS CRM, and make them linked (so a modification in CRM will be pushed in the Outlook Contact form) ? I've done this : 1Â°) Export of the Outlook Address Book into a CSV file 2Â°) Clean up of the CSV (keeping only Outlook contacts that I want to put in MS CRM) 3Â°) Import this file in MS CRM (Tools > Import) Nevertheless it's seems there aren't linked : when I make a modification using my CRM forms (within Outlook), the modification doesn't appear in the outlook address book. Normally when I create a contact using the CRM forms within Outlook, modifications immediatly appeared in the Outlook Address Book. Any help please!!! :) -- Michael MARTIN BrainSoft (France) Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40687
  - 17
    - Microsoft reveals details of CRM 3.0 http://www.techworld.com/applications/news/index.cfm?NewsID=3980 -- John O'Donnell Microsoft CRM MVP http://www.mscrmfaq.us Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40679
  - 18
    - Write-in products in opportunities Hello We have a need to use write-in products with opportunities as it is possible with quotes. I noticed that opportunity products have similar boolean fields (ispriceoverridden and isproductoverridden) with quote products, but when I add these fields to form, it does not allow to override price and still demands me to choose product. Is this a bug or feature, is there a workaround or I just have to accept that no write-in products can be used with opportunities? Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40676
  - 19
    - How to sync ALL contacts into Outlook - not just the new ones? Hi, Ive a question/problem! I want to sync all the contacts into the personal contactmap of Outlook, not just the new ones. I will tell you the problem: If I use the button Options -> Synchronise only the new created contacts are synced. In stead of the program looks what do you have in Outlook and you get the rest it checks whats new in CRM and you get that. My problem is that not all the contacts are synced. If I sync the contact to my personal contacts in Outlook the map will be filled with (just) the new created contacts. After that I delete them out of the personal contactfolder and when I try to sync again no contacts are in the folder. Is there a solution for this problem ... or is it just me :S (could be)? Waiting for a response!!! Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40671
  - 20
    - CRM error over VPN One of our users is unable to access CRM using a VPN connection but can access CRM fine our offices. Both the office machine and the user's home machine are Windows 2000 SP4 & IE 6 SP1. The user has tried another machine at home which is Windows XP Pro and that works. The following error appears when the user tries to access VPN from home: MSCRM Platform Error Report -------------------------------------------------------------------------------------------------------- Error: <description>The logged-in user was not found in the Active Directory.</description><details>Please verify that anonymous access is disabled on the web server.</details><file>d:\crm\core\src\platform\security\crmsecurity\secmain.cpp</file><line>2290</line> Error Message: The logged-in user was not found in the Active Directory. Error Details: Please verify that anonymous access is disabled on the web server. Source File: d:\crm\core\src\platform\security\crmsecurity\secmain.cpp Line Number: 2290 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: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40666
  - 21
    - How can I convert order to invoice? I have orders and I converted orders to invoices. After that I changed invoice's status reason to paid in full. But I'm seeing this order at active orders page, still. I think if I convert order to invoice and I set invoice's status reason to paid in full, I musn't see this order at active orders page. Does anyone help me? Am I true? Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40663
  - 22
    - CRM Training Courses - UK Hi All, Does anyone know of any training providers for MS CRM courses in the North West of the UK? We are looking at taking 2 courses with regards to CRM customisation but can only really find London based courses. We are based in Liverpool so adding travel costs and accomodation to the price of the CRM courses is going to be a bit too much for us. Has anyone on here purchased the training guides on their own, without training? As our only other option is to buy the guides and read through them ourselves, but do you miss out on anything not being in the classroom or are the Guides useful themselves. Thanks Simon Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40653
  - 23
    - duplicate error Hi everybody ! We have just make some mappings in our MS CRM environment from Accounts to Contacts and we've got the "Duplicate Error" message. I've check the group's archives to find a solution in the kb 862493 but it doesn't solve the problem. I still have the same error. When I compare the Dev Environment and the Production environment, I can see a lot of difference in the existing mappings. It seems than MS CRM create its own through the life of the application. So there are my questions : * Does it exists a default list of the mappings to go back to a "reliable" state ? * Is it possible to know more about the behavior of MS CRM and the mappings ? Thanks ! Dubois Alec http://www.axialog.fr Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40652
  - 24
    - Auditing feature in MSCRM MSCRM should have an auditing feature to address duplicate record (account, contact, etc.) checking. This functionality is very much requested by most Partners and customers. ---------------- 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=21315de3-272f-494c-b13e-356e38ed6da1&dg=microsoft.public.crm Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40648
  - 25
    - CRM Integration requires NTFS formatted hard drive Hi, When I'm trying to instal MSCRM Integration with Great Plains v. 1.2 results in this error -------------------------------------------------------------------------------------- Microsoft CRM Integration requires NTFS formatted hard drive. Please resolve the issue and re-start setup -------------------------------------------------------------------------------------- The integration server is running on Win 2000 Server SP4. The system partition and hard drive already using NTFS file system. Any suggestions? Thanx, David Tag: How to? Import .xls to a new installed CRM??? URGENT!!!!! Tag: 40643

How to? Import .xls to a new installed CRM??? URGENT!!!!!

Many thanks.

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RE: How to? Import .xls to a new installed CRM??? URGENT!!!!! by ceo_uk

ceo_uk
Fri Jul 08 18:18:02 CDT 2005

Is it use DMF or SQL Ent Manager?

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Re: How to? Import .xls to a new installed CRM??? URGENT!!!!! by Peter

Peter
Sat Jul 09 04:01:35 CDT 2005

You can either use DMF or Scribe Insight for Microsoft CRM from
www.scribesoft.com

You must not use Enterprise manager. Not supported and it will all go wrong
for you

"CEO" <ceo_uk@msn.com> wrote in message
news:E5BE828B-96EF-4736-9C26-9F756DDAB0F5@microsoft.com...
> Is it use DMF or SQL Ent Manager?

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Re: How to? Import .xls to a new installed CRM??? URGENT!!!!! by ceo_uk

ceo_uk
Sat Jul 09 04:54:01 CDT 2005

Thanks Peter, I want free way. :)

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