CRM Integration with MBS/Dynamics products

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  - 1
    - Is there document showing differences in Outlook CRM & Browser CRM the ones i noted so far are: Mail merge menu - not available in browser CRM Knowledgebase table - not available in Outlook CRM Service calendar - not available in browser CRM Settings - not available in Outlook CRM Search folder - not available in browser CRM Tag: CRM Integration with MBS/Dynamics products Tag: 52132
  - 2
    - =?Utf-8?Q?Sales_Letters_-_Is_this_really_=E2=80=98?= I am in general very enthusiastic about Microsoft CRM and in particular like its workflow and its framework. However, to perform some very common sales activities such as send a sales letter to a contact associated to an opportunity it seems very time consuming. Is there a better way? Using Microsoft CRM it takes at least 38 clicks or actions â?? minimal of 5 minutes open opportunity â??> opportunity window opens click on company â??> company window opens click on contact â??> contact window opens select action menu â??> then select â??mail mergeâ?? select template button -> ok -> new window opens select required template -> ok -> word opens -> then â??mail merge recipientsâ?? window opens with contact details in each field select ok press â??next review your lettersâ?? check format of address and rest of content letter is ok press â??next complete the mergeâ?? press print -> ok press â??edit individual lettersâ?? -> ok select close document and save to my documents folder remembering the file name go to opportunity window select actions menu -> add activity -> letter -> letter new window opens type subject of letter -> save select paper clip (attach file) -> attachment new window opens press browse and go to folder where letter was saved and select document file name -> open press attach button press close button select actions menu -> close letter -> select status = sent -> ok press close button to close letter window press save and close button to close opportunity Select contact window â??> save and close Select company -> save and close Using our previous CRM product â?? about 8 clicks or actions â?? 1 minute maximum go to opportunity select hot key Ctrl L (for Letter) select letter template required -> ok word opens with required letter check format of address and rest of content letter is ok select print close letter (letter it automatically stored against prime contact and opportunity) if subject of letter needs to be modified click documents button on opportunity window and retype subject Tag: CRM Integration with MBS/Dynamics products Tag: 52127
  - 3
    - CRM Deployment Manager Hi, After a number of trial installs and fine tuning of my installation process I have finally install CRM 3.0 on our live server. The installation went without a hitch. No prereq' problems and no errors during install. I rebooted the server, ran through the CRM SBS Edition Config Wiard to find that it couldn't apply the changes to the server. OK I thought, perhaps my user (administrator) needs adding to the user list so I launched the CRM Deployment Manager on to get the following error: The server http://CRM/MSCRMService/ is not responding. This might happen if it is currently unavailable, it is not a Microsoft CRM server, or you do not have sufficient priveleges to run User Manager. For more information contact your system administrator. I installed CRM as administrator and ran Config Wizard and Deployment manager whilst logged on as administrator. All CRM services are running and the only errors in the event log are HTTP errors relating to the fax router service. One last piece of info. If I try to browse the CRM website through IIS I get the CRM Access Denied Page. Can anyone help as I'm so close to a good installation but can't get any users deployed. Thanks, Joe Tag: CRM Integration with MBS/Dynamics products Tag: 52123
  - 4
    - Outlook reduced permissions patch Does anybody have the v1.2 SFO reduced permissions patch CRM1.2-KB841124-Client.exe The link in KB841124 is broken and I cannot find it in MS downloads. If anybody has it please reply with a link or send it to rilsurf123@aol.com Thanks Scott Tag: CRM Integration with MBS/Dynamics products Tag: 52122
  - 5
    - Customizing my active view Hi, is there a chance to add a column to "my active accounts" view that contains besides the owner the user/team the individual account is shared with? Thanks for reply! Tag: CRM Integration with MBS/Dynamics products Tag: 52118
  - 6
    - Copy of entity Acconunt Hi i have another question. Is it possible to create a new entity that is the copy that is the copy (exact) of the account entity? In my new entity i will add a new fields that are not present in the account entity. If so, would you kindly instruct me about? Thank's Marco Rocca Lario Engineering www.lario.com Tag: CRM Integration with MBS/Dynamics products Tag: 52106
  - 7
    - CRM 3.0 Mobile installlation issue I an trying to install CRM 3.0 Mobile Beta on an existing CRM 3.0 server which works very well. Brief steps are as below: 1. install .NET 2.0 Framework over CRM server 2. Run setup.exe under CRM 3.0 Mobile Beta CD 3. Select "Microsoft CRM Network" at the 1st window 4. Select to accept EULA and click Next. A messagebox pops up saying that: Setup did not find a Microsoft CRM user with the required privileges for the Microsoft CRM Mobile user account. This user must have Read privilege at the Organization level for Record Customization and User. Assign these privileges to an existing user or to a new user created for this installation, and then restart setup. I haded tried to create users with a custom Security Role which has privileges for reading all objects at Organization level and also Go Mobile privilege, but the Msgbox still pops and blocks the installation. Could anyone help make me out of this trouble? Tag: CRM Integration with MBS/Dynamics products Tag: 52105
  - 8
    - Domain Controller and CRM Hi, We accidently deleted the Domain controller for our CRM production. As a result, i cannot start the microsoft security services and the CRM system is not running at all. Since the failure is in the DC, Is there a way that the OU, User and roles defined in CRM can be exported into new DC? Or are there any better solution than this one? Thanks Carrie Tag: CRM Integration with MBS/Dynamics products Tag: 52104
  - 9
    - Sharepoint Services stsadm.exe utility failed during setup Hello, I am installing CRM 3.0 Server on Small Business Server 2003. I have followed all the instructions written in Microsoft CRM 3.0 Implementation Guide. Before the end of instalation i recieve an error message : "Action Microsoft Crm.Setup.Server.RSConfigureSharePointAction failed. Windows SharePoint Services stsadm.exe utility failed with the exit code -2130256315 and message: cannot connect to the configuration database." Does anyone know what is the problem? Can somebody, please, help me? Tag: CRM Integration with MBS/Dynamics products Tag: 52103
  - 10
    - Outlook Light Client does not work on Terminal Services We have a SBS 2003 install of CRM V3, all works well however we have just built a fresh server using Windows 2003 SP1 Terminal Services and Office 2003 SP2 and have followed the deployment guide for Ternminal services. The script runs fine. However the MSCRMaddin.dll fails to load everytime. I have followed some of the posts which say remove the addin and add it again and run MSXML SP2, still no joy. Come on it cannot be that hard microsoft, whats the answer. Help!! Tag: CRM Integration with MBS/Dynamics products Tag: 52102
  - 11
    - 3.0 laptop client fails to connect Installed laptop client against Outlook 2003 sp2. No errors on install. It even connected on the first time. I've uninstalled and installed many times. Here's a log excerpt: # CRM Tracing Version 1.1 Unmanaged # LocalTime: 2006-02-08 16:59:30.987 # Categories: *:Verbose # Schedule: Hourly # ComputerName: LT-JJB # CRMVersion: 3.0.5300.0 [2006-02-08 16:59:30.987] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Reading registry key BusinessId failed Function: FReadWzRegKeyValue File: c:\crmv3rtm\src\application\outlook\addin\common.cpp Line: 829 [2006-02-08 16:59:31.3] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::Crm Service is available Function: CAddin::HrActivateAddin File: c:\crmv3rtm\src\application\outlook\addin\addin.cpp Line: 383 [2006-02-08 16:59:31.3] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Starting UI Initilization. Function: CAddin::HrInitializeUI File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 53 # CRM Tracing Version 1.1 Unmanaged # LocalTime: 2006-02-08 16:59:31.877 # Categories: *:Verbose # Schedule: Hourly # ComputerName: LT-JJB # CRMVersion: 3.0.5300.0 [2006-02-08 16:59:31.877] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrCheckOutlookUIState File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 1021 >hr = 0x80070057 [2006-02-08 16:59:31.877] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CRM Toolbar wasn't found. Function: CAddin::HrCheckOutlookUIState File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 1023 [2006-02-08 16:59:31.877] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Either an error happened during the last UI initialization or Outlook crashed. Reinitializing the UI. Function: CAddin::HrInitializeUI File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 81 [2006-02-08 16:59:31.893] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Reading registry key IsvXmlHash failed Function: FReadWzRegKeyValue File: c:\crmv3rtm\src\application\outlook\addin\common.cpp Line: 829 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrRetrieveUIXml File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 249 >hr = 0x80070005 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrRetrieveUIXml File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 275 >hr = 0x80070005 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Failed to retrieve UI xml from the server. Status code: -1. Body content: (null). Function: CAddin::HrRetrieveUIXml File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 277 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrInitializeUI File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 103 >hr = 0x80070005 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | hr = 0x80070005. Function: CAddin::HrInitializeUI File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 103 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrActivateAddin File: c:\crmv3rtm\src\application\outlook\addin\addin.cpp Line: 501 >hr = 0x80070005 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrActivateAddin File: c:\crmv3rtm\src\application\outlook\addin\addin.cpp Line: 502 >hr = 0x80070005 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | hr = 0x80070005. Function: CAddin::HrActivateAddin File: c:\crmv3rtm\src\application\outlook\addin\addin.cpp Line: 505 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrActivateAddin File: c:\crmv3rtm\src\application\outlook\addin\addin.cpp Line: 679 >hr = 0x80070005 [2006-02-08 16:59:31.955] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Entered CUIUtil::UpdateUI(oldState=sOnline (0), newState=sAddinLoadFailure (6)) Function: CUIUtil::UpdateUI File: c:\crmv3rtm\src\application\outlook\addin\uiutil.cpp Line: 615 [2006-02-08 16:59:32.2] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Exited CUIUtil::UpdateUI() Function: CUIUtil::UpdateUI File: c:\crmv3rtm\src\application\outlook\addin\uiutil.cpp Line: 674 [2006-02-08 16:59:42.812] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Entered CUIUtil::UpdateUI(oldState=sUnknown (-1), newState=sAddinLoadFailure (6)) Function: CUIUtil::UpdateUI File: c:\crmv3rtm\src\application\outlook\addin\uiutil.cpp Line: 615 [2006-02-08 16:59:42.828] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Exited CUIUtil::UpdateUI() Function: CUIUtil::UpdateUI File: c:\crmv3rtm\src\application\outlook\addin\uiutil.cpp Line: 674 Any assistance would be appreciated. jb Tag: CRM Integration with MBS/Dynamics products Tag: 52084
  - 12
    - CRM Help Would you consider something like this is a download area? Documentation is fairly slim at the moment, and any help is greatly appreciated Here is the post I am referring to: Subject: Anyone want a HOWTO on E-mail templates? 1/10/2005 8:17 AM PST By: Dave McGuire In: microsoft.public.crm I just wrote up a full doc, with screenshots, on how to work with email templates. Here's what's covered: HOWTO: work with Email templates in CRM 1.2 Introduction More information How to create a template and include graphics Using the Template Making a template available to the company Using an organization-wide template Modifying or deleting an organization-wide template I anonymized it from my company's information, so anything with our logo or company name has been censored. It's under 400K; If you're interested, please reply to this message and I'll look at your profile and forward it to you. Dave -- Thanks for your patience! ---------------- 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=a5165edd-e09d-4135-8b29-ab914aabcf1d&dg=microsoft.public.crm Tag: CRM Integration with MBS/Dynamics products Tag: 52083
  - 13
    - Outlook CPU Hog after CRM v3.0 Client I am finding that once you put the CRM client on a workstation (not a laptop, just a normal workstation) the CPU pegs to about 95% for about 10 seconds every 30 seconds. In just 20 hours of run time, Outlook consumes just over 4 hours of CPU time in task manager. My sycn interval is set to ever 30 mins, so I am wondering what is up, has anybody seen this before? Thanks, Mike Tag: CRM Integration with MBS/Dynamics products Tag: 52082
  - 14
    - User access Hi, I create a user in MS CRM app with Role and License, but I access with this user I have an error access. The message of error is : "You don't have permissions of role assign ..." Please, anybody have information about that Thxs Tag: CRM Integration with MBS/Dynamics products Tag: 52075
  - 15
    - Sql Agent Error After installing CRM we are receiving the following error. "An error occurred when attempting to set the SQLSERVERAGENT service to AutoStart: System.ComponentModel.Win32Exception: The specified service does not exist as an installed service at Microsoft.Crm.Setup.Common.Utility.ServiceUtility.SetServiceToAutoStart(String serviceName, String machineName) at Microsoft.Crm.Setup.Server.ServiceRunningValidator.AutoStartLocalService(String serviceName, TimeSpan waitTimeForStart) We have CRM on a SBS 2003 machine and SQL EE 2000 on a W2K3 machine. Both are DCs the SBS holds all FSMO roles. Thanks Tag: CRM Integration with MBS/Dynamics products Tag: 52065
  - 16
    - How to open a form by clicking a button made in the isv.config Hi, I made a new entity "mycontacts" that has a few forms. I also made a button in the isv.config under the entity "account". What I want is, that when I click that button, a form of mycontacts(showing also the accounid) will be opened. Are isn't this possible ? Thanks in advance . Climber Tag: CRM Integration with MBS/Dynamics products Tag: 52063
  - 17
    - Emails Has anyone seen emails being marked as read in Outlook when they are being tracked in CRM. This is before the user has had a chance to open up the item. Regards Tag: CRM Integration with MBS/Dynamics products Tag: 52062
  - 18
    - Price changes don't appear in orders I've changed prices on my items, but when we go to add the item to an order the price posted to the order does not reflect the new number. We're currently using only one price list. I've "activated" the list. Am I missing a "publish" activity or something? Tag: CRM Integration with MBS/Dynamics products Tag: 52058
  - 19
    - CRM 3.0 and Faxing I recently upgraded our systems CRM from 1.2 to 3.0. I was using Omnirush to handle all of our faxing from CRM. However it has come to my attention that Omnirush is not yet supported by CRM 3.0. Have any solutions been found that integrate w/ 3.0? Most importantly supports batch faxing Tag: CRM Integration with MBS/Dynamics products Tag: 52057
  - 20
    - Attachments in e-mail sent to many users Hello All I am trying to find out how to send an e-mail attachment to a lot of different contacts in CRM 3.0. We were told there was a way but the instructions don't work. The e-mail goes to all the receipents but no attachment is every sent. Can someone please give me directions on how this is done. -- Thanks Tag: CRM Integration with MBS/Dynamics products Tag: 52055
  - 21
    - get access to attribute from other entity I created new attribute in Quote Product, for example Cost from Supplier. How can I get acces to this attribute from Quote form? I need to calculate Cost from Supplier for all products in Ouote. -- Alex Tag: CRM Integration with MBS/Dynamics products Tag: 52051
  - 22
    - CRM 1.2 and SFO We've recently moved our CRM install to another server. The web client is working, but the SFO client is giving us trouble. When we go in to CRM for Outlook, it takes a long time to load. Then, after doing one or two things, it freezes up, then kicks us out of Outlook altogether. Any ideas? I'm wondering if we have the latest/greatest updates installed. How would I go about determining what SFO version we're on (including updates)? And what version is the latest/greatest? -- bondg Tag: CRM Integration with MBS/Dynamics products Tag: 52050
  - 23
    - Error accessing Reports in CRM 3.0 I get this error: Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- The request failed with HTTP status 401: Unauthorized. 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.Net.WebException: The request failed with HTTP status 401: Unauthorized. 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: [WebException: The request failed with HTTP status 401: Unauthorized.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1296 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +217 Microsoft.Crm.ReportingServices.ReportingService.GetResourceContents(String Resource, String& MimeType) +48 Microsoft.Crm.Reports.ReportCache.get_CategoryList() +401 Microsoft.Crm.Reports.Home.ConfigurePage() +912 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +20 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 and Microsoft CRM Application Error Report: Error 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. Error Details: Exception of type System.Web.HttpUnhandledException was thrown. Error Number: Source File: Not available Line Number: Not available Date: 02-08-2006 Time: 14:22:36 Type: Application Error (2) Server: crm Request URL: http://crm/CRMReports/home_reports.aspx any help? Tag: CRM Integration with MBS/Dynamics products Tag: 52048
  - 24
    - Sales & Marketing Pane I've just completed the CRM 3.0 installation. When I connect to the site, I only see Workplace, Service and Settings. Shouldn't I also see Sales and Marketing? Tag: CRM Integration with MBS/Dynamics products Tag: 52047
  - 25
    - CRM Case Notification HI, We are in the begining stages of using CRM and were wondering if it was possible to have a notification either emailed to you, or shown somewhere on the main page that a change had occured. Thanks Adam Rath Tag: CRM Integration with MBS/Dynamics products Tag: 52046
- Next
  - 1
    - Key constraints for CRM 1.2 Hi all. Could someone script the key constraints and indexes on CRM 1.2, We had to drop ours some time ago due to a migration failure and CRM3 is complaining that the constraints are not correct? Ta P Tag: CRM Integration with MBS/Dynamics products Tag: 52045
  - 2
    - Permisssions for Copy as campaign I was wondering what permissions are needed for using the feature of copying an existing campaign as a new campaign (under actions within the campaign window) I am able to do this as a system Administrator but unable to do this as a Vice President of Sales Tag: CRM Integration with MBS/Dynamics products Tag: 52040
  - 3
    - Outgoing emails from CRM problem CRM 3.0; email router is installed; Queue has been created We are able to receive incoming email. However, when we use the email activity in the crm web client and send the email, the mail doesnt go through. The email activity is saved under the history section of that particular account/contact though. Any ideas?? Niths Tag: CRM Integration with MBS/Dynamics products Tag: 52037
  - 4
    - SDK Creating an inactive account or contact How can I create an account and setting it's "StatusCode" at 2 while creating? The schema seems to tell that the value can be assigned at creation but it seems to ignore my value :( any example? /fb Tag: CRM Integration with MBS/Dynamics products Tag: 52032
  - 5
    - Setup was unable to grant access to the Microsoft CRM databases Hello all, I am trying to duplicate our current Microsoft 1.2 CRM production Environment. I have exported the Database and gone through all the import processes. When i start the install i keep getting the error "Setup was unable to grant access to the microsoft CRM databases, Unknown Error. 80040E14" I am installing using a domain admin account. When i press OK the installer terminates. I have been searching all over this forum but have not found anything yet. Any assistance would be appreciated. Ranga Tag: CRM Integration with MBS/Dynamics products Tag: 52028
  - 6
    - Deployment manager locking up Hi. Each time I use the deployment manager it locks up. When it bring up the prompt box saying "searching for MS CRM on this server" it locks up. Thus, I can no longer deploy and customisations. Thanks Paul Tag: CRM Integration with MBS/Dynamics products Tag: 52026
  - 7
    - product and quote product Don't quite understand difference between product and quote product entities. For example I need field supplier in the quote, the attribute is present in product, but absent in quote product. How can I add this attribute to quote product? Of course I can create new attribute, but I think it's better to use existing. Thanks. -- Alex Tag: CRM Integration with MBS/Dynamics products Tag: 52024
  - 8
    - View Account Information from a Custom Form I want to view account info from a custom form as reference data. This would be a little like an IFrame I guess. I only need a read-only view of the account data, but I still would like it available from a tab. Any suggestions? -- Mark Tag: CRM Integration with MBS/Dynamics products Tag: 52022
  - 9
    - Emailing quotes CRM3 Hi All I have jsut installed CRM 3 and having a play around one thing I cannot get my hea around or find any help on is how to send a quote to a contact. It says make the quote active.... but then what? no way to print or email.... seems very strange so I assume I have missed th point!!! Can anyone help???? tia Andy Tag: CRM Integration with MBS/Dynamics products Tag: 52020
  - 10
    - CRM V3 adding drop downs in disqualiftying leads we are using version 3.0 and see that in v1.2 you can add additional drop down selections to disqualifying leads, how do we do it in v3.0? thanks Tag: CRM Integration with MBS/Dynamics products Tag: 52018
  - 11
    - Workflow Query. Hi, Scenario: I assign a case to a user, if that user does not accept that case i.e. it remains in their 'Assigned' queue & does not get moved into their 'In Progress' queue within a certain period (e.g. 8 hours) the system will email the user to inform them the case was assigned to them & not accepted. Is this possible in Workflow? Thanks in Advance. Frank. Tag: CRM Integration with MBS/Dynamics products Tag: 52017
  - 12
    - CRM V3.0 - case, resolving condition Hi everybody, how can i do if i want to have case resolving condition ? For exemple, I want the user to attach an article to the case before resolving it, but i dont know how to do that... workflow ? jscript ? thank for your answer or tips Tag: CRM Integration with MBS/Dynamics products Tag: 52016
  - 13
    - Multiple Addresses in v1.2 What is everyone doing when it comes to multiple addresses for an account? Say the Account's physical location is 123 Main St but the Account's mail goes to PO Box 789, do you store the PO Box in More Addresses? If so, you can't display the data from More Addresses when you query from inside of CRM in the view results of the query, since More Addresses is not stored in the Account table. Where should the altnerative addresses be stored and how can I query for them? Jim Tag: CRM Integration with MBS/Dynamics products Tag: 52006
  - 14
    - MSDN license Hi all, I've installed the Dynamic CRM from MSDN Universal, using the Product Key found on the MSDN subscriptor area. At the end of installation process, the program says that I've 30 days for Registration, and when I run the shortcut in Start Menu, I receive an error message that the MSDN Product Key is not accepted. So the MSDN CRM have only 30days of life? How can I change this? Nik Tag: CRM Integration with MBS/Dynamics products Tag: 51996
  - 15
    - Direct E-mail in Campain hello all you can send E-mail to a particular Marketing list by doing this: 1- After creating the marketing list add the particular member. 2- go to advance find and select contact from look for comBox. 3- select marketing list under related tab and put your marketing list name. 4- press find and then select whatever meber you want. 5- press send mail button (in the tool bar). thanks ---------------- 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=1a9b9b83-650c-41fc-8970-eff6cbfe7f8e&dg=microsoft.public.crm Tag: CRM Integration with MBS/Dynamics products Tag: 51995
  - 16
    - Creating price list Right newbie here What is the best way to create a product list and a price list for those products that covers a daily rate, weekly rate, monthly rate and yearly rate? i.e product 1MB IPVPN Circuit with a price list giving daily, weekly, monthly and yearly rates. Tag: CRM Integration with MBS/Dynamics products Tag: 51994
  - 17
    - MySap Integration to Microsoft CRM Hi, We are in a competetive scenario with SAP at one of our customer`s Site. The custome is also using SAP for ERP applicaitons. We have good chance to place Microsoft CRM and integrate to ERP applications of SAP. My first question is if any one has experience to shrare with my customer about it. My second quesiton is about the API and integration to MySAP, how easy or difficult this might be? any one experienced? Regards Max Tag: CRM Integration with MBS/Dynamics products Tag: 51992
  - 18
    - Hide\View Tab and field I would need to enable users - belonging to different BUs - to see specific fields (or tabs) according to their BU. How could you get this kind of solution with version 3.0? Thanks for your support. Marco Rocca Lario Engineering www.lario.com Tag: CRM Integration with MBS/Dynamics products Tag: 51991
  - 19
    - Lotus email??? Will CRM V3.0 work with Lotus email? Tag: CRM Integration with MBS/Dynamics products Tag: 51988
  - 20
    - CRM 3.0 and SBS partial usage Hi - We need to install CRM 3.0 using SBS However we already have an Active Directory server and Exchange already installed. Can we install SBS to use SBS SQL with CRM and use the AD and Exchange on the other servers without affecting CRM performance If we install CRM Business Edition with SBS -- Microsoft Navision Developer / Consultant Tag: CRM Integration with MBS/Dynamics products Tag: 51978
  - 21
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Hi,

Anyone know anything about the integration between CRM 3.0 and ...say....
Dynamix AX/Axapta?
I'm thinking sharing of customer data and such....

Jeppe Jespersen
Denmark

Top

Re: CRM Integration with MBS/Dynamics products by Matt

Matt
Fri Feb 10 22:13:11 CST 2006

There is nothing available yet. You would need to build it.

--

Matt Parks
MVP - Microsoft CRM

"Jeppe Jespersen" <jdj curly jdj dot dk> wrote in message
news:OAfVImWLGHA.3276@TK2MSFTNGP09.phx.gbl...
Hi,

Anyone know anything about the integration between CRM 3.0 and ...say....
Dynamix AX/Axapta?
I'm thinking sharing of customer data and such....

Jeppe Jespersen
Denmark

Top