Integrating CRM with Exchange?

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  - 1
    - Adventure Works Sample Data Install Problem When I am tring to install the sample data using the SampleDataWizard I get the following error when I click the Next button after entering 9 users from the AD; ************** Exception Text ************** System.Exception: Object reference not set to an instance of an object. at Microsoft.Crm.Tools.SampleDataWizard.SampleDataWizard.LoadTreeNode(XmlNode firstNode, TreeNode parentTreeNode) at Microsoft.Crm.Tools.SampleDataWizard.SampleDataWizard.InstallPanelNavigation() at Microsoft.Crm.Tools.SampleDataWizard.SampleDataWizard.btnNext_Click(Object sender, EventArgs e) at System.Windows.Forms.Control.OnClick(EventArgs e) at System.Windows.Forms.Button.OnClick(EventArgs e) at System.Windows.Forms.Button.PerformClick() at System.Windows.Forms.Button.ProcessMnemonic(Char charCode) at System.Windows.Forms.Control._ProcessMnemonic(Char charCode) at System.Windows.Forms.ContainerControl.ProcessMnemonic(Char charCode) at System.Windows.Forms.Form.ProcessMnemonic(Char charCode) at System.Windows.Forms.ContainerControl.ProcessDialogChar(Char charCode) at System.Windows.Forms.Form.ProcessDialogChar(Char charCode) at System.Windows.Forms.Control.ProcessDialogChar(Char charCode) at System.Windows.Forms.Control.ProcessDialogChar(Char charCode) at System.Windows.Forms.Control.PreProcessMessage(Message& msg) at System.Windows.Forms.ThreadContext.System.Windows.Forms.UnsafeNativeMethods+IMsoComponent.FPreTranslateMessage(MSG& msg) If I examine the Setup log file it contains the following error (3 times): Object reference not set to an instance of an object. I am using an MSDN 10 user Server licence on a Virtual Server running Windows 2003 R2 Standard Edition, SQL Server 2005 and CRM 3.0. All applications were installed as per the CRM implementation guide and installed successfully. The machine is being used as a testing server and the CRM system has been configured with the 'Adventure Works Cycle' Organizational Unit. Is there a recognized problem with using the Sample Data with the MSDN licenses? Tag: Integrating CRM with Exchange? Tag: 62395
  - 2
    - Add the ability to extend entities One thing that frustrates me when using crm is this - I'm setting up the case management workflow and I've got two or three entities that are fairly similar - they're all effectively cases that are raised and need to be resolved, but some are raised internally, some are raised externally, some are product related and others service related. Now each of these cases needs to be handled slightly differently in the workflow, and when I add custom attributes I don't want the internal service attributes to appear for example on a service related case because they are irrelevant. As far as I can see, the only option is to either customise the case to include all these scenarios or to create new entities for the types of cases. The suggestion is to add functionality to allow me to extend the case entity so that I have 4 different entities, all with the case entity as the base. They could all therefore follow the same workflow and then in certain branches I can access specific properties for my sub-entity. This would save me a hell of a lot of time and yet allow me to keep the workflow relatively simple and manageable. ---------------- 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=3694a19f-7bae-4e58-aaca-ad8d9b024d7b&dg=microsoft.public.crm Tag: Integrating CRM with Exchange? Tag: 62387
  - 3
    - Prefiltering CRM 3.0 Reports Hi, I'm hoping someone can throw some light onto this one! I have a CRM 3.0 installation running on a Windows 2003 Small Business Server with SQL 2005 and reporting services (2005). I create a report using Visual Studio 2005 and the Report Wizard, to list all of the active accounts. I upload the report using CRM. The report runs fine, until i want to filter it. So, back in Visual Studio i create an alias CRMAF_TableName. And re-upload the report. The report still runs, but it will not let me filter the report. I could do with filtering the report. I read somewhere that i might need to create the report using visual studio 2003 to be able to filter the report, although i'm not sure. Any help would be much appreciated. Cheers, James. Tag: Integrating CRM with Exchange? Tag: 62385
  - 4
    - Nearly blank in the Report Manager I can see only the words "Home", "My Subscription" & "Help" only. There is nothing under "Home". I would like to know what is the possible reason. Thanks for any help. Regards, wleung Tag: Integrating CRM with Exchange? Tag: 62382
  - 5
    - An unexpected error occurred in Report Processing. (rsInternalErro An unexpected error occurred in Report Processing. (rsInternalError) Culture name 'da-da' is not supported. Parameter name: name! I need to run reports but all i get is this! What can i do? thanks Tag: Integrating CRM with Exchange? Tag: 62381
  - 6
    - Excel Slow Opening Up Hi, I have installed CRM 3 Snap! and found Excel takes extra long to open up each time. Would anyone knows any way to overcome this problem? I have a WinXP Pro PC with P4 2.4Ghz CPU, 1Ghz Ram, and don't think it is a hardware resource issue. Thanks! Sindy Tag: Integrating CRM with Exchange? Tag: 62377
  - 7
    - IE does not display 'OK' and 'CANCEL' after Customization I have a MS CRM 3.0 client that has the following problem. He has got the SYSTEM CUSTOMIZER role assigned to him. When he tries to change the column widths for a view (under CUSTOMIZATION), he can change the various sizes (e.g. 75px, 100px, etc.), but the OK- and CANCEL button ARE NOT THERE (not greyed out, but totally gone). I have checked that he has sufficient rights to update these views (I logged into another PC with the same user ID, and the problem is not there on the other PC). He is running Windows XP SP2, IE6 (SP2). The problem is OBVIOUSLY with IE. Anyone got any ideas.? Tag: Integrating CRM with Exchange? Tag: 62375
  - 8
    - Price Is Locked on Orders and Invoices When converting a quote to an order, the system is automatically locking the prices by setting the "Prices locked" check-box. I need to be able to modify the product lines at both the order and invoice stage (the prices locked flag carries forwards to the invoice as well). I have a number of generic items which are included as products on the order (Installation time, delivery charges...) which effectively remain incomplete until the final stages of the installation and I am ready to invoice the customer. The price locking stops me from altering the existing product lines. What are the conditions that cause the order to be marked as "Prices locked" and what can I do to over-ride this setting? Your help on this problem would be appreciated. Thanks Steve Tag: Integrating CRM with Exchange? Tag: 62372
  - 9
    - MS CRM 3.0 - Error message displayed on entry to IE interface With MS CRM 3.0 fully installed, we're receiving an error as soon as we enter the system: "An Error has occured. For more information, contatc your system administrator" The error is displayed within the IE interface (that is, it isn't a javascript popup) and within the CRM frames (so we can see the top and left hand menues). However if we try and navigate anyqhere else in the system, the same message persists. Tag: Integrating CRM with Exchange? Tag: 62369
  - 10
    - Confused with go offline and sync to outlook priviledges Please explain what happens when I let or deny users to use this priviledge. If I deny to go offline does that mean that user will never have copy of data on his notebook? Will I be able to go offline if sync to outlook is denied? Tag: Integrating CRM with Exchange? Tag: 62368
  - 11
    - Server Application Unavailable Dear All, In one of our customer's site CRM 1.2 is implemented on the following environment: SBS 2003 (with relevant SPs) SQL Server 2000 (with relevant SPs) MS CRM 1.2 Exchange MS CRM intermittently gives "Server Application Unavailable" whenever I try to access CRM. All the services are running. No event logs. Although the error message says that an Application Event Log for the Web Server has been logged, I dont see any log in the Event Viewer. And moreover CRM also displays the authentication form before giving that error. That means the CRM Authentication service is working. Funnily enough the client gave me a call today morning that he is currently getting this error and none of the users are able to log in. I connected to the client site using VPN, tried accessing CRM and got that error. I had a look at the services. They were all running fine. I had a look at the Event Viewer. I found no logs. So finally I tried searching in google for similar scenarios. Found some and when I logged back in VPN to find that CRM is working again. I am stumped. Why did CRM stop serving the clients and how did it start serving again when neither me nor the client did anything on the server? Any guesses? Thanks and Regards Madhur Tag: Integrating CRM with Exchange? Tag: 62367
  - 12
    - workflow rule - customer's first order I have difficulty in creating a workflow rule for creating an activity when a new customer makes a first order. Can somebody help me out!! Tag: Integrating CRM with Exchange? Tag: 62366
  - 13
    - workflow rule - customer's first order I have difficulty in creating a workflow rule for creating an activity when a new customer makes a first order. Can somebody help me out!! Tag: Integrating CRM with Exchange? Tag: 62365
  - 14
    - workflow rule - track customer order I want to create an activity (such as a Task, Phone Call etc) if a customer has not ordered a product in 3 months. I have tried various options but didnt get it. Can anyone help!! Tag: Integrating CRM with Exchange? Tag: 62364
  - 15
    - Web Success <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd"> <html> <head> <title>Income For Life ™ - MY.WS</title> <link href="http://images.website.ws/kvmlm2/my_new.css" rel=stylesheet type=text/css> <meta http-equiv="Content-Type" content="text/html; charset=utf-8"> <script type="text/javascript">  </script> </head> <body bgcolor="#F9F5E0" leftmargin="0" topmargin="0" marginwidth="0" marginheight="0" background="http://images.website.ws/kvmlm2/my_images_new/bg.gif">  <table bgcolor="#16582A" width="100%" height="146" border="0" cellpadding="0" cellspacing="0" background="http://images.website.ws/kvmlm2/my_images_new/top_bg.gif"> <tr> <td width="196" height="146" align="right"><a href="http://www.website.ws" target="_blank"><img border="0" src="http://images.website.ws/kvmlm2/my_images_new/logo_top.gif" width="189" height="127" alt="Global Domains International, Inc."></a></td> <td height="146" align="center" valign="bottom"> <table width="285" height="146" border="0" cellpadding="0" cellspacing="0"> <tr> <td width="285" height="130"><img src="http://images.website.ws/kvmlm2/my_images_new/top_info.gif" width="285" height="104" alt=""></td> </tr> <tr> <td width="285" height="16"><img src="http://images.website.ws/kvmlm2/my_images_new/top_arrow.gif" width="285" height="16" alt=""></td> </tr> </table> </td> <td width="1" height="146"><img src="http://images.website.ws/kvmlm2/my_images_new/top_sep.gif" width="1" height="146" alt=""></td> <td width="196" height="146" align="center"><img src="http://images.website.ws/kvmlm2/my_images_new/top_callnow.gif" width="161" height="119" alt="Call Now! 2 Minute Recorded Overview +1.800.MY.DOT.WS"></td> </tr> </table> <table width="100%" border="0" cellpadding="0" cellspacing="0"> <tr> <td width="100%" align="center"><img width="286" height="42" src="http://images.website.ws/kvmlm2/my_images_new/mid_arrow.gif"></td> </tr> </table> <p align="center"> 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<td><a href="http://www.wsinternetshow.ws/" target="_blank"><img border="0" src="http://images.website.ws/newdesign/images/wsis_s1.gif" width="141" height="29" alt="WSInternetShow.ws"></a></td> <td width="40" height="44"> </td> <td><a href="http://www.wsinternetshow.ws/" target="_blank"><img border="0" src="http://images.website.ws/kvmlm2/my_images_new/bot_ebay.gif" width="72" height="44" alt="Ebay Radio"></a></td> <td width="40" height="44"> </td> <td><a href="http://www.wsinternetshow.ws/" target="_blank"><img border="0" src="http://images.website.ws/kvmlm2/my_images_new/bot_entradio.gif" width="99" height="44" alt="Entrepreneur Radio"></a></td> </tr> </table>  <br><br> <p align="center"> <a href="javascript:Popup('/glossary/mlm_privacy.html','priv','width=400,height=400,toolbar=no,directories=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=no');">Privacy Policy</a> <span class="bullet">·</span> <a 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All Rights Reserved.</a></p> <table border="0" cellpadding="0" cellspacing="0" align="center"> <tr> <td width="20"><img src="http://images.website.ws/kvmlm2/static_images/ico_phone.gif" width="16" height="16" alt=""></td> <td height="14" class="smalltext"><b>+1.800.MY.DOT.WS, +1.760.602.3030</b></td> <td width="18" height="14"><img src="http://images.website.ws/kvmlm2/static_images/x.gif" width="18" height="1"></td> <td width="20"><img src="http://images.website.ws/kvmlm2/static_images/ico_addr.gif" width="16" height="16" alt=""></td> <td height="14" class="smalltext"><b>701 Palomar Airport Road, Carlsbad, CA, 92011, USA</b></td> </tr> </table> <br> </body> </html> Tag: Integrating CRM with Exchange? Tag: 62356
  - 16
    - Wait Timers and Performance I want to know the performance effects Wait Timers have on the system. My workflow rule would kick off when a Case is created and then wait until a certain picklist value is selected. When a value is selected from a picklist in the Case, an email would fire off and the workflow would be finished. I could have 500 or more cases in a Waiting State at a time. So my question is; what kind of hit is the server going to experience? We are also running Great Plains here as well which is utilized nicely. Thanks much Tag: Integrating CRM with Exchange? Tag: 62351
  - 17
    - =?Utf-8?Q?Motorola_Q=E2=84=A2_-_CRM_3.0_Mobile_2.4?= My customer wants to get their sales team the new Motorola Qâ?¢ - it says it runs on Microsoft Mobile 5.0 which I'm assuming will work for CRM 3.0 Mobile - however it does not meet the requirment of the 3.5" display, 240 X 320 - the Motorola Qâ?¢ specs state it is 2.4" 320 X 240. Thoughts? Tag: Integrating CRM with Exchange? Tag: 62345
  - 18
    - Name Format is not Working We have a brand new install of Microsoft CRM 3.0.5300. Under the Name Format under Home...Settings...Organization Settings...System Settings...General Tab it is set to "First Name Last Name", when I change it to "Last Name, First Name" and click OK twice, the setting does not stick. When I open up the System Settings again it states "First Name Last Name" under the Name Format and it does not appear that I can change this. Has anyone else seen this before? Jack Bender Tag: Integrating CRM with Exchange? Tag: 62344
  - 19
    - CRM 3.0 on a SBS 2003 I recently installed the above on a new server running SBS 2003 Premium Edition using the default installation. I have two issues. First the account for vendors is not created and I cannot access system settings. Second occurs when I try to run repair for the CD. I received the following error: An Existing SQL Server Reporting Services Server Cannot Be Found Cause Setup cannot find the specified existing SQL Server Reporting Services Server. The following are possible causes for this failure: â?¢ Microsoft SQL Server Reporting Services Server is not installed on the specified computer. â?¢ If your Microsoft SQL Server Reporting Services Server is installed on a different computer from your Microsoft CRM Server, then a network connectivity problem is preventing this test from completing. â?¢ You may not have sufficient privileges to the specified SQL Server Reporting Services Server. Solution Verify each of the following and then run setup again: â?¢ Microsoft SQL Server Reporting Services Server is installed on the specified computer. â?¢ If your Microsoft SQL Server Reporting Services Server is installed on a different computer from your Microsoft CRM Server, verify network connectivity. Verify that you have at least local administrative privileges on the SQL Server Reporting Services Server. The url [which is incorrect] is htts://office.domain.com/ReportServer which does not exist. The report server is located on the local c drive which is the default. What should the url be? Any suggestions would be greatly appreciated. Thank you, Ed Podowski Tag: Integrating CRM with Exchange? Tag: 62342
  - 20
    - Add Existing Contacts to a Custom Entity or to an Account Hello. I have created a custom entity "Entity A" with a 1 to many referential relationship to Contacts. How can I attach more than 1 Existing Contact to an "Entity A"? It seems obvious that I can create several New Contacts and attach them, but I want to attach Existing Contacts from within the "Entity A" form. Accounts seem to behave the same way. It is easy to attach only 1 Existing Contact as the Primary Contact of an Account (through a contact lookup field); otherwise I can only create New Contacts. How can we attach several existing contacts to an "Entity A"? Thanks! Sarah Tag: Integrating CRM with Exchange? Tag: 62338
  - 21
    - CRM 3.0 / Blackberry Email Tracking We are looking for a solution to allow Blackberry / CRM 3.0 users track emails sent from thier Blackberry, similiar to the "Track in Crm" functionality available in the Outlook CRM Add-In. The 10digits product does not track email activity. I would think someone out there has needed this functionality on Blackberry w / CRM 3.0 Marty Tag: Integrating CRM with Exchange? Tag: 62335
  - 22
    - assigning of leads I am doing a CRM 3 implementation. I want to assign leads to a sales representative based upon how many leads they have disqualified and converted for that week. Our sales representatives are given a set amount of leads (could be 200, 175, or 150 leads). Scenario: Joe converts 5 of his leads to accounts and disqualifies 57 leads. The following Monday a Sales Manager would give/assign Joe 62 new leads. There is no territory or business workflow to automatically assign the lead. Also we have our leads sit for 21 days before we initiate follow up calls. I was thinking we would assign all new leads to a Sales Manager for later distribution. Any Ideas? Tag: Integrating CRM with Exchange? Tag: 62331
  - 23
    - How to create a new CRM mail Merge Template I just need the basic steps to create a new Word Template and add a few basic fields from the account. Also, If adding fields from the account, can I also add the name of the Primary contact?? Thx! Tag: Integrating CRM with Exchange? Tag: 62329
  - 24
    - POP3 Email Is is possible to configure MSCRM SBS Edition & exchange server to route emails when a company has their email hosted externally (POP3) Tag: Integrating CRM with Exchange? Tag: 62328
  - 25
    - Outlook Client for Laptop, Synchro when exit outlook? Hi, does the CRM Outlook client for laptop synchronize the data when the user exit outlook? if no, does it possible to do this? or does the user MUST click go offline to do the sync.? thanks. Jerome. Tag: Integrating CRM with Exchange? Tag: 62327
- Next
  - 1
    - Problem with Report Manager on SQL2005, please help!!! I have a problem with Report Manager and don't know how to fix it. The situation is next: I have CRM 3.0 and SQL2005 installed on the same server. By the way this is the first experience with SQL2005. Everything installed fine, but i cant work with report manager as i did on SQL2000 by going to this page http://server/reports. I can see and open reports in CRM, i can open report server but when I try to open this link i get this error: The request failed with HTTP status 400: Bad Request. This is very critical to me and a company, please assist! Many thanks in advance! ------------------------ regards, Ilya Milshtein MBSCP Softline Solutions Tag: Integrating CRM with Exchange? Tag: 62326
  - 2
    - Accessing marketing lists in Outlook I know I am unable to do mail merge in the Web CRM. Is there a way to access the marketing list from CRM into the Outlook for CRM, to use the mail merge feature without having to look through all contacts. If I am able to pull them into Outlook, I can create folders designating the various lists to send my mail merge to. Also - looking at my contacts in Web CRM there are many duplicates, triplicates as they come from different lists, will this make a difference to the tracking? -- Thanks, kch Tag: Integrating CRM with Exchange? Tag: 62324
  - 3
    - When contacts are associated to multiple Companies I was hoping someone can give me some ideas on best practices for this situation: We are recording cases and when possible defining the customer field as a contact. Many times, consultants will call in for a company requesting support. We want to track the case as associated to the Account they are calling from as well as the true person who is calling in. A consultant would work for a company other than the one they are representing. Right now I am having to create that person more than once in order to associate the case to the caller/contact and the account that they are representing when they call in. I thought about using the field responsible contact, but that will not allow me to select the contact and see cases from the contact entity. I hate that I have to duplicate the person at multiple companies in order to see the case from both the account and contact perspective. How are other people handling this? Tag: Integrating CRM with Exchange? Tag: 62323
  - 4
    - Error when saving an email that you just selected to Track in CRM System Details: CRM 3.0 Windows 2000 Exchange 2003 SQL 2000 Order of events; 1. Email to outlook client from an external email address. 2. User selects "Tracked in CRM". 3. User selects "Viewed in CRM". 4. If the email address is not recognized user 'Add contact record for unknown email address'. 5. User selects "Save and Close". 6. The text of the error is as follows: "This activity is closed. After the record is saved, you cannot change business required fields. Do you want to continue?" 7. User selects "OK" 8. The following error message is displayed in the web screen: Microsoft CRM Unhandled Error Details: Server Error in '/' Application. Server was unable to process request. 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.Services.Protocols.SoapException: Server was unable to process request. 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: [SoapException: Server was unable to process request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1496 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +217 Microsoft.Crm.Platform.Proxy.EmailWebService.Update(Email email) +55 Microsoft.Crm.Application.SMWrappers.Email.OMUpdate() +42 Microsoft.Crm.Application.SMWrappers.ObjectBase.InternalUpdate(String id, String xml) +152 Microsoft.Crm.Application.Platform.ActivityBase.InternalUpdate(String id, String xml) +20 Microsoft.Crm.Application.Platform.Entity.Update() +139 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +418 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +57 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Activities.EmailDetailPage.ConfigureForm() +261 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 I have looked around the board and can only find the "cfsdirectioncode" fix but that seems to be close but not exactly what we are getting here. Does any one have any ideas on how to correct this issue. Thanks for your time. -- Redadmin Tag: Integrating CRM with Exchange? Tag: 62321
  - 5
    - Unable to search on KB Articles while offline While offline in outlook, I am able to do a KB Article search on the title of an article or by browsing articles by subject. However, the full text search does not work. Is there a way to make this work? Tag: Integrating CRM with Exchange? Tag: 62319
  - 6
    - Activity History Activity history is ok but if I want to look at an account record and se just emails sent/ or just those received or just emails with attachments is there a way to do it (outside of creating a custom dot net page?) Thanks Roger Tag: Integrating CRM with Exchange? Tag: 62315
  - 7
    - Exporting to Excel Issue When exporting from CRM 3.0 to Excel 2003, dates and numbers in CRM 3.0 are exporting as text in Excel 2003. Is there a way to correct this so that dates and numbers export correctly? Thanks, Kathy Tag: Integrating CRM with Exchange? Tag: 62309
  - 8
    - does CRM support IE7? I have a strange issue... Hi, I'm admin of the CRM. if I access the users page using a Win 2003 computer with IE6, I can add / edit etc... a user account from my XP station with IE7 Beta 2, I can'T !!!! on the 2 systems I'm authenticated as myself. does it an IE7 issue? or else? thanks. Jerome. Tag: Integrating CRM with Exchange? Tag: 62308
  - 9
    - Considering Microsoft CRM 3.0 The company I work for is considering upgrading CRM and Microsoft's CRM 3.0 is one we are considering. I thought instead of sales guys telling me what I want to hear, I'd ask the people who use it every day. If anyone could offer any opinions on the following, it would be greatly appreciated. -Importing data from a previous (non-Microsoft) CRM. Currently we use Clientele by Epicor (SQL back end) -How does the application handle multiple languages? Also secondly, how does programmatic modifications get translated to the new languages? -Limits. We currently have 40,000+ contacts in our current system. Has anyone seen significant speed hits because of large amounts of data? -Duplicates. Is there a merging function or is it a deletion of one or the other? Also is there any mechanism to try to prevent duplicates from being entered? -Data mining. I've done some research and I though I saw that this has the ability to use SQL Reporting Services as the report engine. Does it also provide any sort of generic reporting tools for non-sql-savvy users to create any sort of metrics or reports? -Sales milestones. Does the application have the ability to identify the progression of the lead as it follows the sales process. Also is there off the shelf ability for events to trigger off the attaining of certain milestones? -Marketing campaigns. Does the application have the ability to track budget cost, actual cost, all the events within, progress of events within, responsibility of, etc... I guess the true question is how robust is the marketing campaign feature of the application -Remote users. We have 50+ mobile users that are available to be working online 80% of the time (in the future, this will include global users outside of the US. How has performance been? Has there been issues with synchronization of data. Also how does the application handle someone working offline and changing a contact while someone else changes the contact. How does the application handle deciding who's right? Thank you for all your feedback. Nathaniel Tag: Integrating CRM with Exchange? Tag: 62307
  - 10
    - Laptop Client Synchronisation - failed move data during ... Hi, Hoping somebody can shed some light on this. When I click the Go Offline button on my laptop to synchronise the CRM data it's get's to the following: Synchronising 56 Letters to offline database and shows the following error: Failed move data for entity 'Letter' during action saDelete, countRows=56. Contact your system blah blah blah. I have deleted the campaign the letters were part of (this is a relatively new installation that I'm now starting to use) and all traces of the letters that I can see, but no joy. I even deactivated any entries with the 'Letter' type when in CRM->Local Data but again with no joy. Any help is much appreciated. Tag: Integrating CRM with Exchange? Tag: 62306
  - 11
    - ecommerce architect needed This is a unique opportunity to architect and build a new web site and integrate with all other company software to provide global commerce for our products on the web from the ground up. The position is for a full time employee - not contractor, and is located onsite in Concord, MA. The position description is provided below. Thank you for your time. For more information email LR.staffing@comcast.net. ------------- Senior ecommerce Architect This is a unique opportunity to build a new web site and integrate with all other company software to provide global commerce for our products on the web from the ground up. You will join a team of mechanical CAD employees that has repeatedly proven itself in the industry. Located in Concord, MA, we are a new CAD company developing a new 3D system and also a new way to sell CAD software. As a senior ecommerce architect, your responsibility will include developing our web site with the ability to download free software trials; integrating site with our software products; selecting and implementing a license manager software solution; creating and integrating a commerce solution, selecting and integrating a sales force automation solution; selecting and integrating an accounting software system; creating a customer renewal software solution all in a secure simple to use site. Requirements: =B7 Experience in developing and maintaining subscription based web sites =B7 Exceptional integration knowledge and success at connecting multiple systems =B7 5+ years of professional software development experience is a plus =B7 Experience as IT developer working with multiple business applications (web sites, SFA, commerce software, etc) =B7 Degree in math, physics, computer science, or engineering =B7 An advanced degree is a plus =B7 Ability to function in a team environment with an appreciation of aggressive goals =B7 Energy, creativity, and a desire to build the best web site and web system ever. For more information about this opportunity or to apply, email LR.staffing@comcast.net. Local candidates only; no relocation assistance is available. ---------------- Lisa Saba Staffing Consultant LR.staffing@comcast.net 508-880-2984 Tag: Integrating CRM with Exchange? Tag: 62304
  - 12
    - Cannot add fields to a CRM View Hello, I am trying to add fields to CRM Orders view. I need to get the contact information, and those fields are not available when I attempt to create a view in Orders. I can easily create a SQL view that does what I need. How do I get CRM to add fields which are not available in the list? TIA, -- SQL DBA MCSE Tag: Integrating CRM with Exchange? Tag: 62300
  - 13
    - Map 2 Custom Fields from Opportunity to Quote Hi, I have created 2 new fields in opportunityproduct and created the same fields in quotedetail. Is it possible to configure crm 3.0 that when a quote is created from an opportunity, that the values of these fields appear in the corresponding fields in quotedetail? Can someone help me? Thanks Roland Tag: Integrating CRM with Exchange? Tag: 62297
  - 14
    - offline post-callout in crm 3.0 Hi, we are using post-callouts for some custom entites in CRM 3.0. Is post-callout available in offline mode? If not, will the post-callout be fired when the user goes back online? thx Jani Tag: Integrating CRM with Exchange? Tag: 62295
  - 15
    - Migrate data from 1.2 to 3.0 Hi Can i use the data migration framework to migrate data from 1.2 SBS to 3.0 Professional after doing all the required mappings ? Is there an easier way to have data from 1.2 SBS moved to 3.0 Professional? Tag: Integrating CRM with Exchange? Tag: 62294
  - 16
    - Order in Case "Customer" lookup field Aloa... Where can i change the order in the lookupfield for customer in the case entity ?? Prefered ist the Account, for us should be the contact as prefered. I don't see where i can change the order ... please help. Greetz Marcel Tag: Integrating CRM with Exchange? Tag: 62292
  - 17
    - Relationship with Acitivty Hi, I have create an custom entity of my own. I want to create a relationship with Activity where activity would be the primary entity . What i want is In my entity screen. i want to list of activites. Something like grid. and In Activites i want to show my entity which will be multiple. How can i do it. Its OK if i could just show all the activities in my entity. Regards, Shelvin. Tag: Integrating CRM with Exchange? Tag: 62280
  - 18
    - share workflow rules Hi I use crm 3.0 and i need to know if i can share workflow rules with some users or teams (manual rules. For example i created 10 rules and i want 5 of them to be applied by team "a" or user "a" and the other 5 rules by team "b" or user "b".). Till now that depends on the security roles as i have seen. Does anybody knows if this is possible? thanks. Tag: Integrating CRM with Exchange? Tag: 62276
  - 19
    - craete a new case with a workflow .... it's possible? I would create a new case when a new mail arrive to a queue (support for example) but I have not find a possible workflow rule. It would seem that a new case must be created only manually. Tag: Integrating CRM with Exchange? Tag: 62275
  - 20
    - Configuration questions Hi all Can anyone plz answer me the following questions: - Is is possible to configure wich crm contact fields are mapped to wich outlook contact fields? If yes where can it be done? - Is it possible to configure wich lead fields are matched to wich contact or account fields when converting a lead into a contact or an account? If yes where can it be done? Thanks a lot and regards Thomas Tag: Integrating CRM with Exchange? Tag: 62274
  - 21
    - CRM, SQL and Exchange. Hi all, I am guessing that this is un-supported but I couldn't find in the IG anywhere where is says definatly one way or the other. So I thought I would ask the question just in case I am wrong. - SQL 2000, SRS, EXCHANGE 03 and CRM v3 on the one Enterprise 03 server - DC on a different server. I know that it is do-able as we have tested it sucessfully but more looking to whether it is a supported environment or not. Any insights/comments appreciated. Thanks, Nathan Warner Tag: Integrating CRM with Exchange? Tag: 62273
  - 22
    - Contract Hi there, Is it possible to change a Contract Status after it has been set to Invoiced? The reason I ask is that currently our Projects have the following status; not complete complete approved for invoicing invoiced In CRM I will use Contracts as our projects. However, we need to know the status of the Contract (i.e. if a developer has completed work on a Contract line the Contract status should be set to complete). The status will also allow me to display a report for say "All Contracts with a status of Approved for invoicing" which will allow the Accounts to write up an Invoice for the Contract. Does this seem a normal scenario or maybe there are other ways CRM provides for this functionality? ---------------- 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=45370220-09bb-4449-937a-6dfa369b035a&dg=microsoft.public.crm Tag: Integrating CRM with Exchange? Tag: 62270
  - 23
    - Contract Lines and Invoices When a Contract Line is complete for a Contract and we need to bill for the Contract, what is the best practise with the Invoices system within CRM 3.0? There seems to be no relation with Contracts and Invoices? I thought that by "Invoicing" a contract it would appear in the Invoices area in CRM? Can this be a feature in the next update? ---------------- 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=be63e5d1-05c4-4ecc-88e0-ea77c0cd44b2&dg=microsoft.public.crm Tag: Integrating CRM with Exchange? Tag: 62269
  - 24
    - Settings tab disapear from Admin user Hi All, we have a strange issue regarding the setting tab on the CRM UI. i am the admin user and when i login to the CRM it can see the settings tab and all other options inside, but when i install the outlook desktop client on my machine the settings tab from the web UI either disappears or does not do anything when i click on it. so if i uninstall the outlook client it starts working fine again on the web UI. anyone else ever faced this before ? any ideas what could be the problem and the resolution ? Regards Ashfaq Ali CRM & GP Consultant Tag: Integrating CRM with Exchange? Tag: 62268
  - 25
    - Incoming Email from Router Hi All, I am facing a typical CRM issue that our emails with CRM token with them are not directly reaching inside CRM, but when in outlook we click track in CRM it does. I have read and searched the newsgroup and found many answers & solutions to this issue and have tried them all (the ones i found) but still no success. following is what i have already done: (*) installed the router (*) installed and run the deployment wizard for the forwarding rule in users mailboxes. (*) have entered the CRMEmailEnabled attribute to the users exchange advance custom attributes. (*) the users setup in AD and exchange setup is all okay and was working before the CRM was setup. (*) the settings available in user preferences regarding email tracking are also marked to recv emails in CRM. as a user (the admin user) i am sending emails to dummy leads that i have created with google email accounts. i can see the token in the subject line and when i reply back i get them in my outlook and not in CRM, but when i press Track in CRM it does gets into the CRM. my questions are: (*) is there anything else to do with CRM setting or AD setting or Exchange setting ? (*) I read somewhere in the newsgroup that if the token prefix is changed from the Organization settings then this tracking issue arrises and to solve this i need to isntall the patch, could this be the problem as our prefix has changed by the boss !. (*) how can i trace where the problem is ? Regards Ashfaq Ali CRM & GP Consultant Tag: Integrating CRM with Exchange? Tag: 62267

Hi All,

I have already installed CRM 3.0 on a Windows Server 2003 machine. I
had installed it without Exchange. Now I have installed Exchange 2003 and
wish to integrate CRM with it. How to proceed doing this?

Regards,
Harshad

Top

RE: Integrating CRM with Exchange? by Patrick

Patrick
Wed Jun 14 16:45:02 CDT 2006

RTFM

Install the exchange router
--
Patrick Verbeeten (MCSD)
Lead Developer
Aviva IT
Web: aviva-it.nl

"Harshad" wrote:

> Hi All,
>
> I have already installed CRM 3.0 on a Windows Server 2003 machine. I
> had installed it without Exchange. Now I have installed Exchange 2003 and
> wish to integrate CRM with it. How to proceed doing this?
>
> Regards,
> Harshad
>
>
>

Top

Re: Integrating CRM with Exchange? by Daniel

Daniel
Thu Jun 15 05:11:35 CDT 2006

Refer to chapter 17 of the IG.
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&DisplayLang=en

"Harshad" <harshadphadnis@abosoftware.com> wrote in message
news:ejZTXX7jGHA.4748@TK2MSFTNGP04.phx.gbl...
> Hi All,
>
> I have already installed CRM 3.0 on a Windows Server 2003 machine.
> I
> had installed it without Exchange. Now I have installed Exchange 2003 and
> wish to integrate CRM with it. How to proceed doing this?
>
> Regards,
> Harshad
>
>

Top