Importing Contacts

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- Previous
  - 1
    - View modification? I want to make the primary contact in the account view a link to the contact. How can I do this? ~ B Tag: Importing Contacts Tag: 16866
  - 2
    - Migrating Telemagic to CRM Hi... Has anyone had any experience with migrating Telemagic to CRM and, if so, have any advice they can offer me? I'm just beginning to work on a migration plan and am open to any suggestions or documentation anyone could offer... Thanks... Jill Hamann jhamann(removeThis)@brillianceaudio.com Tag: Importing Contacts Tag: 16862
  - 3
    - Create a note for an invoice Hi NG, I'm trying to create an note with attachment for an invaoice withe the CRM Proxy Class. So im looking to the SDK i found the Methode: CRMNotesManager.Create, and it works fine as long i wouldn't create any note with an attachment. But now i want to create an note with an attachment, but i haven't got any idea how I can create an node with attachment. So I hope somebody of you can help me. -- Thanks Andre Grumbach P.S. Please remove 'nospam' from the EMailaddress Tag: Importing Contacts Tag: 16861
  - 4
    - Full Screen Mode in CRM 1.2 Is it possible to open by default the new windows of MS CRM (ex: the account detail form) in full screen mode? Thanks for your answer Tag: Importing Contacts Tag: 16860
  - 5
    - Planning visualisation in CRM 1.2 Is it possible to display the planning of another user with the Calendar of the Workplace module? Thank you for your answer. Tag: Importing Contacts Tag: 16859
  - 6
    - Customization of the activity screens in CRM 1.2 Is it possible to customize the activities list of the home page (adding a new column, changing columns width, ..) ? On the same way, is it possible to customize the activities forms (appointment, task, ...) by adding controls (pick list, test box, ...) ? I know that standard customization doesn't allow to do this. Do you know another method (SDK, ...)? Thank you Tag: Importing Contacts Tag: 16858
  - 7
    - Sample data error When I try to double click on the Microsoft.Crm.DemoDataWizard.exe, I have got this error Application has generated an exception that could not be handled Process id=0x1318(4888), Thread id=0xe30(3632 Click ok to terminate the applicatio Click Cancel to debug the applicatio When I click debug, I hit another error: o debugger found Has anyone experience this before? Have I left out something? Tag: Importing Contacts Tag: 16853
  - 8
    - IE disappear hi all has anyone a good reason for the internet explorer closing after logging on to crm directly? knowing that all the updates are installed to the windows and the internet explorer i appreciate ur fast reply. thanks in advance for help Peter Adel ( a new commer to this news group) Tag: Importing Contacts Tag: 16852
  - 9
    - Fetch Xml: filter condition question I'm trying to get all appointment activities. (activitytypecode = 142) So I use this code witch I think should work: ... <filter type='and'> <condition attribute='activitytypecode' operator='eq' value='142'> </filter> ... But when I try to execute via 'query.ExecuteQuery' I get the following error: ErrorMessage: SOAP Server Application Faulted <detail><error><code>c00ce56d</code><description>Application Error</description></error></detail> Source: System.Web.Services I have tried other conditions and they do work. Just when I try it with ?activitytypecode' it doesn't. Can anyone tell me what I'm doing wrong or if there is a workaround? Thanks. Kris (PS. activitytypecode is a valid field for Activity) Tag: Importing Contacts Tag: 16850
  - 10
    - Close Window Warning In many instances while navigating MS CRM, I am running into the warning message that the "webpage I am viewing is trying to close the window..." I understand that this is an IE security setting and that it is beneficial in many ways, but it is truly infuriating when you are trying to work within CRM. I am unable to pin down the specific security setting that activates this functionality. Can someone point me in the right direction before I have a mutiny on my hands? Additionally, what are some things I might need to be more vigilant of with this security setting now off? Thanks in advance, Erik Dudley Tag: Importing Contacts Tag: 16839
  - 11
    - Copying CRM to a duplicate domain We are trying to recreate our CRM environment in a duplicate domain for testing and trying to work out some of these timeout issues. Basically we are bringing up a DC, replicating AD, taking it down, removing it from the network (no cables what so ever) and bringing it back up and promoting it to master DC. We want to get all of the AD info, because we want to use all of the data we have for a true test environment. The plan was: DC on one box - CRM/SQL on another.. SQL is ready to go (will need to be updated again!) and We can do the CRM part with our hands behind our back. but syncing up the AD is quite another issue.. We have it on our CRM domain, then we try physically removing it from the domain and bringing it back up as a master - doesn't work. Needless to say, we are having issues with the DC bit.. Any suggestions or Gurus we can bug? Tag: Importing Contacts Tag: 16837
  - 12
    - Query to replicate the Workplace view in a report I'm trying to create a report to see what's in the Workplace | My Work | Assigned and Workplace | My Work | In Progress for each one of my CRM users. Does anyone know what the query would look like to pull this data? Thanks, John Tag: Importing Contacts Tag: 16836
  - 13
    - CRM Certification I am interested in pursuing MS CRM certification for all three 1.2 tests currently available. Does anyone have any recommendations for prep for these exams? I am the in- house database administrator but we brought in an outsource consultant for our CRM deployment prior to my coming on board. I have picked up a bunch of the technical specifics but there are gaping holes in my knowledge. I also purchased the 'Using Microsoft CRM' by Brown & Gravely as well. I did notice that MS is offering E- Courses in the requisite areas of certification for between $350 and $550 a piece. Are these adequate, or are there other sources that might be of better use in this regard. Please feel free to chime in. Thanks Tag: Importing Contacts Tag: 16834
  - 14
    - Deployment Manager Error (CRM 1.2) We can manage users from CRM Web interface, but not from deployment manager. When we try to access the user manager through the deployment manager, we get 'Login failure for user 'NT AUTHORITY\ANONYMOUS LOGON'. (80040e40) Could there be a simple fix for it or should we re-install the whole server ? Tag: Importing Contacts Tag: 16830
  - 15
    - Subject Manager Is it possible to link the subject manager to a field on an Account form. We need a way (like a pick list) to classify our accounts by industry however the pick list could be extremely large. Any ideas would be helpful as to how other users accomplish this. Tag: Importing Contacts Tag: 16828
  - 16
    - Replication on CRM database I want to set up SQL replication of the CRM data to another server so that we can link to the data without messing with CRM. Can anybody think of a reason why I should not do this? The only thing I can think of is that CRM SQL is already replicating. I think I would create another publication so that if I wanted to stop it, it would not mess with the default replication. Can you have two publications of the exact same thing? Or would it be better to just add another subscriber to the current replication? I'd love to hear if anybody had any good/bad experiences doing this, or just thoughts on it. Thanks. Tag: Importing Contacts Tag: 16823
  - 17
    - CRM Capacity planning Is there a documentation for CRM capacity planning? Tag: Importing Contacts Tag: 16822
  - 18
    - Change default duration of tasks (especially e-mails generated from workflows) Anyone have ideas for changing the default duration of tasks that are generated from workflows? (or all tasks for that matter) The reason I'm looking for this is that if a workflow fires an e-mail based on a template to the customer; and if it has a duration of 30 minutes; that skews the overall time reported to the user during case resolution. No one did 30 minutes of work while the workflow sent an automated e-mail. (I didn't find anything on PartnerSource or the Implementation Guide or SDK documentation) Kevin Tag: Importing Contacts Tag: 16818
  - 19
    - CRM Customization Is there any way to change the basic entity names - such as instead of calling something a Contract - can it be named say for example a Loan? Similarly for other entities can they be renamed to customize as per business terminology used by the business. Any help will be appreciated. Tag: Importing Contacts Tag: 16815
  - 20
    - Outlook Client via VPN I have a small installation with approx 10 sales people who are permanently out on the road - anyone know if I can use the Outlook client for CRM ok via a VPN connection? I assume it will work but would be glad to hear from anyone with first-hand experience. Thanks Roger Tag: Importing Contacts Tag: 16814
  - 21
    - Activities View & Regarding Field Is it possible to see the Regarding name in the activities view? I know it is possible to exit the activity view throught the view editor e.g. http://crm/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001902} for all activities though this only allows addition of a few fields. if I look in the SavedQueryBase, the view {00000000-0000-0000-00AA-000010001902} gives a FetchXml string with the activity fields. the display text for the regarding field is available in the Activity view as the ObjectName field Can one simply add the ObjectName field to this to provide the regarding field, or it is much more complex. This is a big omission for us, as having the account name (which we populate in the regarding field of an activity would be so useful. TIA Chris Galley Tag: Importing Contacts Tag: 16808
  - 22
    - Metadata Cache Error When trying to "Go Offline" after synchronization completes I receive the: "Metadata Cache Error" No Entity Anyone experience/solve this issue? Tag: Importing Contacts Tag: 16804
  - 23
    - Multiple owners Is it possible to assign a account to owners Tag: Importing Contacts Tag: 16803
  - 24
    - Required Bandwidth for MS CRM Hi, What is the average usage of network bandwidth required to run a single session of Microsoft CRM ? This information would help everyone to validate telecom infrastructure required to support Microsoft CRM. Does anyone has this type of information ? Thanks! Sylvain Bélanger Tag: Importing Contacts Tag: 16800
  - 25
    - Sending fax Hi; I can send fax with the Outlook by writing "Fax-Server" to the to part and the fax-number to the to part of the Message as [021242345678]. Is it possible to create a e-mail template that does the same thing? Because I want to send fax to the list of customers... Alper Can Tag: Importing Contacts Tag: 16799
- Next
  - 1
    - Add a button to Advanced Find Results Hi all; I am trying to add a button the advanced find results view. And after clicking the button I want to run my own code. Can I customize a the advanced find view and want to add a button. Is it possible? Alper Can Tag: Importing Contacts Tag: 16797
  - 2
    - incoming Email I have a user in CRM with the email address Lisa.Simpson@Simpsons.com. If I send an email to this address, and then log in as Lisa, shouldn't I see the email under Workplace | My Work | E-Mail? Did I miss some configuration? I only can see incoming emails if I promote them, or if they are attached to a contact. I can never see them as the TO user. Please help. Thanks. Tag: Importing Contacts Tag: 16794
  - 3
    - Automatically mail for birthdates Hi; I have tried to create a rule for accounts and contacts in order to send mail for birthdates. But I cant see the fields in the fields of these objects . And also I have tried to assign a case if the owner does not respond in 12 hours. How can I do this? Alper Can Tag: Importing Contacts Tag: 16789
  - 4
    - Problems with Import: the company name does not get imported I am trying to import my outlook contacts in CRM. The problem is that the company name does not get imported. Am I doing something wrong? What can I do in order to fix the problem. Thanks in advance for your help, Feliks Tag: Importing Contacts Tag: 16783
  - 5
    - Product catalog In the price list for each item we have a standard configuration: Pricing Method = Percent of List Percentage = 100 Rounding = None For the Product Item we have the list price ex. .005 Decimals Support =3 My problem is the system is rounding the .005 to .01. If I have 1000 items I need to charge .005 the total for the sale would be 5.00 instead of 100.00 (.01 * 1000). How do I solve this problem and is anyone having the same problem. Tag: Importing Contacts Tag: 16782
  - 6
    - User with no license I thought I remember learning in CRM class that a user would be able to log into crm without having a license, but that they would not be able to see the sales and customer service modules until they were assigned a license. Can anybody confirm this? I just added a user, gave him a role, but did not give him a license. When I try to log in as him, it gives me a license error. Shouldn't he be able to just log in and see his workplace? Tag: Importing Contacts Tag: 16776
  - 7
    - Repost: Hi I am reposting this question, So please do help. I need to access the details of a subject using the subject.retrieve Sdk method. I am able to retrieve all the details except the title column. I would appreciate if somebody could help me with the same. Regards tina . Tag: Importing Contacts Tag: 16774
  - 8
    - Setting viewing order for email templates Is there a way to manage email templates so that they will at leats appear in alpha order when users need to find them in a list? Thankful for any Help. jtak Tag: Importing Contacts Tag: 16773
  - 9
    - Contracts Is there any way to remove an expired contract from the Contract Screen view We have several expired contracts and would like them removed. Any help would be greatly appreciated Warm regards LisaG Tag: Importing Contacts Tag: 16772
  - 10
    - Converting WordPerfect 5.1 file to Word Can this be done. If so, how. I would really like to preserve and use my extensive WordPerfect documents in Word. Thanks. Tag: Importing Contacts Tag: 16766
  - 11
    - Converting Quatro Pro 5.0 file to Excell Can this be done. If so, how. I would really like to preserve and use my quatro pro files in excell. Thanks. Tag: Importing Contacts Tag: 16765
  - 12
    - Deployment manager via command line / Add picklist on a schedule Is the following possible? Run CRM Deployment manager via a commandline interface to publish customizations. I need to automate a process and wanted to add publishing of customizations as a scheduled job. AND...thought it violates the rules, is it possible to add a new picklist item via a SQL insert statement? Trying to automate the adding of a new picklist item each week. Tag: Importing Contacts Tag: 16762
  - 13
    - replication of multiple CRM databases Hello, I'm investrigating CRM packages and the environment I'm looking at is having two or three instllations (one in US, one in Canada and possibly one in France). The data needs to be shared to a degree (if possible) and one option I want to consider is MS SQL server replication. Ideally, so the two/three international installations can work with the same data, showing local regional settings (US$ Can$ and euro). Network infrastructure means having an installation in one central location with the other two accessing the central, shared database over the Internet would not be the most appropriate. (Though using the Internet for data replication would be OK). I understand that CRM uses replication to handle synchronization between the central db and MDSE based outlook clients for offline access. But does this hinder server replication for seperate CRM servers? Any thoughts and ideas welcome? S Conchowski Tag: Importing Contacts Tag: 16760
  - 14
    - HELP!!! Crystal Security Services not starting When I boot the PC on which MS CRM is install it gives a error in the event viwer & CRM Security service is not started. Event Type: Error Event Source: Service Control Manager Event Category: None Event ID: 7009 Date: 10-Apr-04 Time: 9:31:10 AM User: N/A Computer: E2KSERVER Description: Timeout (30000 milliseconds) waiting for the Microsoft CRM Security Service service to connect. Any Suggestions Devesh Tag: Importing Contacts Tag: 16759
  - 15
    - Create a "View" for Accounts that displays Primary Contact's email Hi, Today I created a new Account View for one of our business units. The view displays a listing of the particular type of Account that the business unit serves. When I asked the business unit if that View helped them, I got a reply saying that the column for Account Email was good but they preferred a column for the Primary Contact's Email. It seems that out-of-the-box, I can't use the web front end to include a column for the Primary Contact's Email. I can (& I have) include a column for the Primary Contact which displays the Contact's name. Of course, unlike the Primary Contact's Email, there is a field in the Account Schema for the Primary Contact so it makes sense that I can display a column for that. Is it possible to use the SDK to create a saved query that retrieves the Primary Contact's Email and then link that query somehow to an Account View? Thanks! Matt Narayan. Tag: Importing Contacts Tag: 16756
  - 16
    - CRM Licence key I need CRM test licence key. Tag: Importing Contacts Tag: 16754
  - 17
    - CrmExchangeQueueService,email problem ?! What is happening here, i have attached the logfile. Seems like email-spamm on the crm server. ? What should i do to stop this? /Niklas App: E 'Tue Apr 13 22:43:52 2004': CrmExchangeQueueService - " The message '[Full-Disclosure] EEYE: Windows Expand-Down Data Segment Local Privilege Escalation' failed to deliver to all servers " App: W 'Tue Apr 13 22:43:52 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: '[Full-Disclosure] EEYE: Windows Expand-Down Data Segment Local Privilege Escalation' URL: 'qrbcommhttp://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:43:50 2004': CrmExchangeQueueService - " The message 'Why banks hate us' failed to deliver to all servers " App: W 'Tue Apr 13 22:43:50 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Why banks hate us' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:43:30 2004': CrmExchangeQueueService - " The message 'Message subject' failed to deliver to all servers " App: W 'Tue Apr 13 22:43:30 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Message subject' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:43:27 2004': CrmExchangeQueueService - " The message 'Vi skiner ikapp med vårsolen!' failed to deliver to all servers " App: W 'Tue Apr 13 22:43:27 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Vi skiner ikapp med vårsolen!' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:43:22 2004': CrmExchangeQueueService - " The message 'Millions in Foreclosure winslow' failed to deliver to all servers " App: W 'Tue Apr 13 22:43:22 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Millions in Foreclosure winslow' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:43:11 2004': CrmExchangeQueueService - " The message 'antipathy' failed to deliver to all servers " App: W 'Tue Apr 13 22:43:11 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'antipathy' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:43:10 2004': CrmExchangeQueueService - " The message 'Re: [trafik] Flashbacks forum har =?iso-8859-1?Q?st=E4ngts__av?= Marknadsdomstolen' failed to deliver to all servers " App: W 'Tue Apr 13 22:43:10 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Re: [trafik] Flashbacks forum har =?iso-8859-1?Q?st=E4ngts__av?= Marknadsdomstolen' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:43:06 2004': CrmExchangeQueueService - " The message 'Re: Semester =?iso-8859-1?q?ans=F6kningar?=' failed to deliver to all servers " App: W 'Tue Apr 13 22:43:06 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Re: Semester =?iso-8859-1?q?ans=F6kningar?=' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:42:15 2004': CrmExchangeQueueService - " The message 'Free sample of Jerky Naturals Dog Treats' failed to deliver to all servers " App: W 'Tue Apr 13 22:42:15 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Free sample of Jerky Naturals Dog Treats' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:42:15 2004': CrmExchangeQueueService - " The message 'MBSA 10.0.4.21' failed to deliver to all servers " App: W 'Tue Apr 13 22:42:15 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'MBSA 10.0.4.21' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:41:55 2004': CrmExchangeQueueService - " The message 'Datorbutiken.com: Nyhetsbrev v.16' failed to deliver to all servers " App: W 'Tue Apr 13 22:41:55 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Datorbutiken.com: Nyhetsbrev v.16' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:41:19 2004': CrmExchangeQueueService - " The message 'get vl@gra today' failed to deliver to all servers " App: W 'Tue Apr 13 22:41:19 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'get vl@gra today' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:41:13 2004': CrmExchangeQueueService - " The message 'N0 prior prescri,pti0n needed for VIC0D1N, VA11IUM, XAHAX, AMB1EN......' failed to deliver to all servers " App: W 'Tue Apr 13 22:41:13 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'N0 prior prescri,pti0n needed for VIC0D1N, VA11IUM, XAHAX, AMB1EN......' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:40:38 2004': CrmExchangeQueueService - " The message '[Full-Disclosure] ron1n phone home, episode 7' failed to deliver to all servers " App: W 'Tue Apr 13 22:40:38 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: '[Full-Disclosure] ron1n phone home, episode 7' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:40:16 2004': CrmExchangeQueueService - " The message 'Re: Re: Re: [Nant-users] Conditional copy' failed to deliver to all servers " App: W 'Tue Apr 13 22:40:16 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Re: Re: Re: [Nant-users] Conditional copy' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:40:01 2004': CrmExchangeQueueService - " The message '[SA11065] Microsoft Windows RPC/DCOM Multiple Vulnerabilities' failed to deliver to all servers " App: W 'Tue Apr 13 22:40:01 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: '[SA11065] Microsoft Windows RPC/DCOM Multiple Vulnerabilities' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:39:42 2004': CrmExchangeQueueService - " The message 'Re: [trafik] Flashbacks forum har =?iso-8859-1?Q?st=E4ngts__av?= Marknadsdomstolen' failed to deliver to all servers " App: W 'Tue Apr 13 22:39:42 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Re: [trafik] Flashbacks forum har =?iso-8859-1?Q?st=E4ngts__av?= Marknadsdomstolen' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:39:29 2004': CrmExchangeQueueService - " The message '!BB - 2250610! front2.eniro.se.msgs - 400999999999999' failed to deliver to all servers " App: W 'Tue Apr 13 22:39:29 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: '!BB - 2250610! front2.eniro.se.msgs - 400999999999999' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:39:15 2004': CrmExchangeQueueService - " The message 'Re: --dry-run' failed to deliver to all servers " App: W 'Tue Apr 13 22:39:15 2004': CrmExchangeQueueService - " An HTTP status code of 403 was returned while attempting to deliver a message. Message subject: 'Re: --dry-run' URL: 'http://crm.qrbcomm.se/MSCRMServices/CrmEmail.srf' " App: E 'Tue Apr 13 22:39:05 2004': CrmExchangeQueueService - " The message 'Enjoy all the new games with $777 f Tag: Importing Contacts Tag: 16753
  - 18
    - server API & multi-creation of objects Hello! I have the following scenario: I get data from a webservice. These data are (temporarily) stored in a XML file on the server. The data contain: 1 account, numerous customer addresses and numerous contacts. When I save the account a post-callout routine stores these data in MSCRM (we use MSCRM v1.2). It works fine, but: VERY SLOW. In my test case I have 26 customer addresses and 21 contacts. The whole post-callout routine needs 22 seconds. (When it is called the first time, it needs 33 seconds.) Through some tests I found out that 6 to 7 seconds of the time is consumed by the XSLT transformation I do. So there still remain 15 seconds which are consumed by doing 26 calls to CRMCustomerAddress.Create() and 21 calls to CRMContact.Create(). I think - and our customers think - that this speed is embarrassing. As a developer I have an idea, where this slowness comes from: The SDK methods work as webservice methods. That is useful and necessary, when you want to handle objects from remote. In my scenario the data is already on the server (as a XML file) and it should be loaded into the (MSCRM) database on the same server. In this scenario doing the object handling via webservice methods is absolutely overhead. If the creation of the objects would be done on the server only, it would much more faster (the creation of some data rows is usually done in a blink of an eye). So the following extensions of the SDK would be EXTREMELY REASONABLE: (hello Microsoft, can you hear me?) - methods that do the object handling directly and not via webservice (let's call that: a server API) - a method like CreateMultiple() for creating multiple objects of one type. Any ideas of how to speed up the post-callout routine would be appreciated. Regards, Reinhold Mannsberger CRM Developer _______________________ SENSIX IT-Solutions GmbH The CRM Company Storchengasse 1 A-1150 Wien Phone: +43 1 8972426 http://www.sensix.net Microsoft Certified Partner ID: 583491 Tag: Importing Contacts Tag: 16751
  - 19
    - Deletion service cannot clean up tables I get the deletion service logging in the Application log every 10 minutes the following error: Event ID: 5895 Source MSCRMDeletionService Error: Can't clean up the following tables: Account; Activity. I have CRM and SQL on separate machines and used a custom user, promoted as a domain admin to install CRM???? Is this something I can clean up in CRM or is there a log for this service somewhere???? Many thanks Chris. Tag: Importing Contacts Tag: 16749
  - 20
    - MS CRM & Sharepoint Services Hi All, Does anyone have any experience incorporating MS CRM into a sharepoint services portal? (Win2k3) This seems like a logical solution but i cannot find reference to a similar case anywhere. We want to allow staff to enter via the sharepoint site and have access to Webmail & MS CRM as well as the features of Sharepoint. Any help or comments would be appreciated. - Stu Tag: Importing Contacts Tag: 16746
  - 21
    - Found new CRM 1.2 Bug While working on our new Bulk Emailer with attachments product, I discovered an interesting bug in the CRM 1.2 Schema. The "My Active Contacts" view has two order attributes. Passing the view id for this view ({00000000-0000-0000-00AA-000010001003}) to the CRMQuery API ExecuteById method results in an SQL exception...basically related to multiple columns with the same name in the order by list. I was using this method to retrieve all objects for whatever view the user had selected. The only way to fix it was to export the CRM schema, and manually remove one of the order attributes from the "My Active Contacts" view, and then re-import the schema. This seems to fix the problem! I checked all the rest of the views manually, and they all seem to be fine. Hope that saves someone else some headaches! Mike ----------------------- Greaterthantwo Media http://www.greaterthantwo.com Coming Soon: Send bulk email templates with file attachments from Outlook and the web. New Product: Printable and customizable Quotes, Order & Invoices with line items for Outlook and the web. Tag: Importing Contacts Tag: 16741
  - 22
    - Multiple CRM servers I've been asked the following question, and not having dealt with any implementations of this scale, I don't really have the experience to answer it fairly. Additionally, I haven't been able to find any documentation one way or the other. Here's the setup--large company, happy with a single CRM organization, but for workload issues, wants multiple CRM servers. In theory, I know this should be OK. My question: Are there any known gotchas, or issues, or things that need to be done differently when installing the second (or third etc) CRM servers? Ta James Finley Auldhouse Auckland, NZ Tag: Importing Contacts Tag: 16740
  - 23
    - Log on to windows 2000 server I have used the same password to log on to my windows 2000 server for over three years and suddenly it stopped working. How can I get into the domain to reactivate it? Or can I Also the log in from the workstations are not working. Tag: Importing Contacts Tag: 16739
  - 24
    - Deleted an Active Directory User and I can not remove a CRM license from it. We have deleted a user account from our Active Directory. We found out that the user had a sales license for CRM, and deleting the user account from Active Directory did not automatically free up the license. The user account was gone from Active Directory, but not from CRM server! When we clicked on the user account and tried to remove the sales license from that user account, it said the user account could not be found in active directory, and it did not let us do anything about that orphant license. How can we free up that license from this phantom user account? Tag: Importing Contacts Tag: 16736
  - 25
    - Trouble With Internal Emails We have a process where our sales staff emails a request to a queue. The people watching the queue accepts the email then replies to it. This creates 4 entries in an account's activity history. I have read that this is "by design" (see below) - but am I the only one that has a problem with this? Sometimes people need to do this a couple of times a month - you can imagine how 4 emails at a time (when only 2 are needed) can add up. Suggestions? TechKnowledge Multiple Activity records are created for e-mail to a Microsoft CRM user Printable Link Email this link Document ID: 32684 Date Created: 8/27/2003 Date Last Modified: 11/21/2003 Language: English - United States Country: USA Product: Microsoft CRM Versions: 1.0 Modules: Microsoft CRM Email SUMMARY This article discusses when multiple Activity records are created for e-mail to a Microsoft CRM user. MORE INFORMATION When you send an e-mail to another user in Microsoft CRM, two Activity records are created. This behavior will occur when the e-mail is sent to a Microsoft CRM user (Microsoft CRM user on the TO line) and no Contact is specified on the TO line of the e-mail. Two Activity records will be created; one without the GUID and one with the GUID. The functionality seen here is "By Design". Microsoft CRM always creates an Activity when an e-mail message is sent. This Activity is the original e-mail and will be a closed Activity. The second e-mail is the message sent to the user on the TO line. Tag: Importing Contacts Tag: 16735

When trying to import contacts into CRM I get the following message.

"Microsoft outlook could not be started. Verify that outlook is installed on
this computer."

I have Outlook 2003 installed and also have installed the CRM Sales for
Outlook

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