MSCRM Sales Module - Looking for Functional Spec Document

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  - 1
    - Visio Professional: Smart Shape Wizard When I try to use the Visio SmartShape function I get a run time error "OLE Automation Error" I have the original comapct dick software and I am a licenced user. Can anyone please help. Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5240
  - 2
    - Crystal Reports Logon Error Hello, I've moved my CRM installation from one machine to another (backed up the DB's and restored them on the new server) and I'm getting the infamous "Crystal Reports Logon Error - please verify that you have enough Crystal Licenses" I've tried the solutions from the 3 MS knowledgebase articles to no avail. In the application log I'm gettting 34400 errors.. The description for Event ID ( 34400 ) in Source ( Crystal_WebConnector ) cannot be found. The local computer may not have the necessary registry information or message DLL files to display messages from a remote computer. The following information is part of the event: assert failure in file (Y:\backend\WebAppServer\wsconnector\src\isapi\workerpool.c pp) at line 71. (false : Request failed with code 3 and error message Communication failed with all configured Web Component Servers because they are disabled or not currently running. If this problem continues, please contact the system administrator.).. The WCS servers appear to be running (according to the Crystal Configuration Manager) however I am unable to authenticate via the enable/diable servers button. Which account and authentication type should I be using? Thanks Neil Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5238
  - 3
    - Has anyone gotten an Action Pack CRM License? I have been requesting a CRM license every day for the past couple of weeks from my Action Pack, and I have not gotten anything yet. Has anyone gotten a usable license key from their Action Pack code? Does it take this long if you are selling the product to get a license to activate your customers? Bill Walter Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5234
  - 4
    - MS Money I have money 99 with all my business info on it. I recenly purchased money 2003 and I can't figure out how to transfer all my files into money 03. Please let me know if anyone out there can help....problem is, my new laptop does not have a floppy drive, only CD and money 99 wants to use a floppy. Thanks Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5233
  - 5
    - how to view shut down log My 2003 server is shutting down on its own and I want to view the shut down log. How do I do this. Thanks. Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5231
  - 6
    - MS CRM IN HIGER EDUCATION Hi everyone, I'm looking for contact with (higher) education institutions currently implementing Microsoft CRM to share experiences. If you know of any MS CRM projects in Education, please let me know! Many thanks, Marc Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5230
  - 7
    - XP Incompatable I recently bought a replacement PC with Windows XP installed on it. Now I cannot run some of my accounting software on this workstation. We use VisionPoint 10 connected with a LAN. The XP 'compatability' features do not seem to work with 'server-based' programs. The most severe problems appear to have to do with 'screen positioning'. Any ideas? I tried troubleshooting, I tried Compatability in the file properties, and I Disabled the "new interface components". Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5229
  - 8
    - EULA in Microsoft Office I have just installed Office XP on my computer and registered it online with Microsoft, but everytime I open one of the programs it asks me to accept the EULA again. How do I stop it from asking me that everytime I open an Office program? Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5224
  - 9
    - Looking for MS CRM Partner in Northern CA Bay Area Hello, We are a small startup company (MCSP) in the N. Calif. Bay area looking for a similar company to partner up with. We are currently 2 employees. I am a Microsoft MCSE with quite a lot of systems experience which includes SQL Server, Exchange and Cisco products. Both myself and my partner are former Microsoft Great Plains Business Systems employees from the Solomon Software division. We are looking to team up with other Microsoft CRM partners and Microsoft Small Business Manager partners for a mutually beneficial relationship. E-mail me directly to contact. Chuck Sellers Financial Infosystems chuck@financialinfosystems.com Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5218
  - 10
    - Price List Items Is there a way to customize the Price List Items form? Its not under system settings. tia, Gary Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5216
  - 11
    - Duplicate Check Example Has anyone had success is implementing this sample code?: http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm/html/mbs_crmappdup.asp I simply dumped it into a folder on the CRM server under wwwroot. And try to run it from there (at this point I'll run it manually, I dont need a button via ISV). My biggest problem is understanding the step "Add Assembly as Reference to Solution". What exactly am I suppose to add? And where do I place this? Even to that, I still get errors. The first one was that it can't load: prjTechConference2002MSCRMSDKDemoWeb.ISVDuplicateCheck so on ISVDuplicateCheck.aspx on the <%@ Page > tage I added Src="ISVDuplicateCheck.aspx.cs" (seems like CodeBehind doesn't point properly). After that I got a new error: CS0246: The type or namespace name 'ISVAccount' could not be found (are you missing a using directive or an assembly reference?) I don't know how to fix this, but even if I did, I bet it would produce another error. I posted this before and only got one reply that it worked for him (nothing more nothing less). Any help would be greatly appreciated thx, Gary Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5215
  - 12
    - License key to add users I successfully installed CRM on one machine but in order to add a user or to grant him access I need a license key. I don't know from where I can get this license key and with whom I should talk. I can't allow users to work on CRM without having the license key. Can you help please with that Note that i got the CRM CD from the Microsoft CD box Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5203
  - 13
    - Problem with installation of Microsoft CRM During Microsoft CRM setup I got the following error: "Installation failed prematurely" and then "Failed to install Microsoft CRM Server. Failed to install MSI part of Microsoft CRM Server Setup. Unspecified error (80004005)" The error occurs after "Removing backupfiles", the setup have not created any SQL-database Can anyone help? Erling Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5202
  - 14
    - need product key for microsoft works I recently purchased a computer from a friend that had microsoft works discs with it but was no longer installed on the computer, gateway said that the warranty was out and could not help me and suggested I ask for help here. If anyone could help me with this issue I would greatly appreciate it. Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5201
  - 15
    - CRM license Key I successfully installed CRM on one machine but in order to add a user or to grant him access I need a license key. I don't know from where I can get this license key and with whom I should talk. I can't allow users to work on CRM without having the license key. Can you help please with that? Note that i got the CRM CD from the microsoft BOX Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5200
  - 16
    - office access upgrade Is there a way to add Access to my existing MS officeXP standard ? Thanks, Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5185
  - 17
    - Newbi MS CRM developer Greetings, We are ramping up to do some integration between MS CRM and an ERP package MFG/PRO (by qad, see www.qad.com). Our first effort will focus on transferring data from MFG/PRO to MS CRM. Specifically: 1) MFG/PRO "customers" to MS CRM "Accounts" 2) MFG/PRO invoices to ms crm invoices (invoice and invoicedetail). 3) MFG/PRO "items" to MS CRM products (I think). After doing our research, we've decided to take the SDK route. By this I mean that we won't use Biztalk or the data migration tool (?) but instead use methods on objects such as "Invoice.CreatAndRetrieve()". I'm hoping to get a little validation from the group and hopefully some tips on how to proceed. The process we envision goes as follows: - A business event on the MFG/PRO "side" triggers an export process of a customer (for example). - The export process creates an XML document in form and shape exactly as the SDK docs describe. By this I mean that we look at the invoice.xsd file and construct an XML document that can be directly fed into the Invoice.CreateAndRetrieve() method. - Post the XML document to an ASP page. I think we post it as a "regular" HTTP message since the contents of the XML should be treated like a string at this stage. - The ASP page takes the XML and uses it as a parameter to the Invoice.CreateAndRetrieve() method. - ASP page invokes the method. - ASP page returns back the GUID of the invoice to MFG/PRO so that a cross reference can be maintained. How does this look? Make sense? I have more questions, but I'll wait and see if anyone bites on this :) Regards and TIA, --Paul Galvin ISSG Home office: 201-251-1079 Cell: 973-610-5655 "When I was a little boy, I had to bring the newspapers inside." "Well ... When you were a little boy that was stupid!" Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5184
  - 18
    - Queue field? For Cases that are in a Queue, what field in the Case document corresponds to the Queue? If I were just looking at a Case and wanted to see in the details what Queue it was in, I wouldn't know unless I went to the Queue to see all the Cases. Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5178
  - 19
    - Can I Email a Quote? Does CRM allow me to email a quote within the application? -- Brandon IT Director Office Equipment & Supplies at http://www.presentationsdirect.com Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5177
  - 20
    - Width property in isv.config? I'd like to pop up a window by adding an entry in the isv.config. But I am unable to specify anything for the width and hieght of the window, is there a list of possible parameters anywhere? thanks -Paul Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5174
  - 21
    - need software solution I am trying to print many different file types automatically, but I cannot do so because of the different file types. I need some sort of "distiller" to turn these files into one printable file type, ie PTF. There are going to be Word, Exel, Internet Explorer, and other different file types need to be "distilled" into a common file type to print automatically. I don't know if this type of software even exsists, but if anyone can push me in the right direction, I would much appreciate it. Thanks, Joe Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5173
  - 22
    - Internal email via workflow Is it possible to use an email template to create an email to internal users? I am trying to send a notification to people that has detail about the Case, Number, description, etc, which seems to be only possible using a template. However, it looks like it is impossible to specify the recipient as the User while creating the workflow, which has resulted in external contacts receiving the email that was intended for internal consumption. If anyone has advice on this, I would appreciate it. Thanks, SC Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5170
  - 23
    - help Ok I have 3 computers 2 have windows xp the other has windows 98se. I am networking them together with a hub. The xp machines see each other and the win 98 machines see the xp machines but the 98 machine won't see it self and the xp machines won't see it. I have a\enabled file sharing on all computers and from what I can tell all the portocols are there except xp doesn't use NEt beui like win98. The netbios is enabled over ipx\spx Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5166
  - 24
    - Microsoft Money 2002 install/uninstall Money installation wizard starts every time I try to enter the control panel. I already have Money 2002 installed. However, after uninstalling, the program continues to be shown in my program list on the install/uninstall window. Please help. Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5158
  - 25
    - What ports necessary on the Domain Controller? I am trying to secure a Win2k public Active Directory domain controller by using RRAS packet filtering. This machine has Exchange 2000 as well. In order to have MSCRM on another server continue to communicate with it, what ports need to be open? Just the DNS port or are there other ports that MSCRM needs to communicate with the AD on? Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5156
- Next
  - 1
    - Where is the data? I have now successfully (I think) installed the server and the Outlook client. I chose to installe the server with the sample database. When i go to another PC and use IE to go to the website I cannot see an data at all. How can I be sure I am connected to the correct website? What should I be seeing? Sarah Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5150
  - 2
    - Totally remove CRM How can one TOTALLY remove CRM? The uninstall does NOT remove AD pointers nor SQL db's. I want it totally gone. No trace. No registry keys. Nothing. Any ideas? Sincerely, Brian S. Bergin Terabyte Computers, Inc. Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5147
  - 3
    - Biz Talk Server and CRM Hi, Has anybody used the biz talk server to connect CRM with an external Sequel database? Jerry our email address is at: ibizinitiatives dott com Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5142
  - 4
    - Will MS CRM v1.2 support .Net Framework 1.1? Does anyone know if the international version of MS CRM v1.2 will support the .Net Framework 1.1? Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5132
  - 5
    - URL? I ran the default install for the adventure works demo last night. I cannot connect to the server via IE. Can anyone confirmt the URL I am supposed to be using? Sarah Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5130
  - 6
    - Crystal Reports Error We have moved CRM from one server to another server. Everything has gone well except now when we try to open any report we get the following message: File Repository Server Input is down. [On Cache/Page Server: CRMSERVER.pageserver] Under the Crystal Configuration Manager I can see it has entries now for both the old server and the new one. Can anyone help? Andrew Reeves Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5127
  - 7
    - Crystal Reports We have moved CRM from one server to another server. Everything has gone well except now when we try to open any report we get the following message: File Repository Server Input is down. [On Cache/Page Server: CRMSERVER.pageserver] Under the Crystal Configuration Manager I can see it has entries now for both the old server and the new one. Can anyone help? Andrew Reeves Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5126
  - 8
    - Need to make dealer lists - what software to use I currently have Windows XP loaded on my computer from Gateway. (no office vesions). I work out of my home and need to make some separate dealer lists for each State in the US. I would like to be able to add or delete from these dealer lists at anytime. I do not need any spreadsheets. There is no math involved. I will only have store names and addresses, phone numbers. Each list will be sepearte, for each State. Which Micorosoft program will allow me to do this? Your help and commnets please. Thanks so much. Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5119
  - 9
    - Outlook contacts and address book I can export or transfer addresses from my contacts list but not from my contacts to my address book. Hence I cannot use the contacts in Word for envelops or mailings. How do I correct this? Molly Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5117
  - 10
    - Problesm in setting up client I have set up the server with the sample database and added a few users. I would now like to start testing it properly. I would like to install the Outlook Sales client. I have a couple of problems with this 1) What is the URL of the server? 2) When the install gets part of the way through i get the error message that there is no default mail client, or the client cannot fulfill the request. The default client is set by a GPO. I double checked Outlook and everything looks normal. (except of course that it is greyed out and I cannot change the default to anything else) Another problem I had, was that when I first ran the install the install said that I did not have Outlook 2000 or later installed. I have XP SP1 installed. After I reran the install it seemed to be OK again. Anyone have any thought on the above? Cheers Sarah Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5115
  - 11
    - Installing Office XP on different computers I want to install Office XP on six computers that are networked in a workgroup(no server). Do I need to buy six licenses or can I use the same license from one CD? If I do need to by other licenses(6)how do I do this. Is it cheaper to purchase 5 more CDs. Thanx 4 your help! Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5111
  - 12
    - Authentication problems after RPC fix After running all windows updates yesterday in order to ensure that we were not vulerable to LoveSan, etc.. (including Windows 2000 Service Pack 4 and the dot net Framework 1.1 update), we can no longer authenticate to our MS-CRM test server.... The Error we receive is: Server Error in '/' Application. ----------------------------------------------------------- --------------------- Access is denied. 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.ApplicationException: Access is denied. 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: [ApplicationException: Access is denied. ] System.Security.Principal.WindowsIdentity._ResolveIdentity (IntPtr userToken) +0 System.Security.Principal.WindowsIdentity.get_Name() +71 System.Web.Configuration.AuthorizationConfigRule.IsUserAllo wed(IPrincipal user, String verb) +100 System.Web.Configuration.AuthorizationConfig.IsUserAllowed (IPrincipal user, String verb) +81 System.Web.Security.UrlAuthorizationModule.OnEnter (Object source, EventArgs eventArgs) +178 System.Web.SyncEventExecutionStep.System.Web.HttpApplicatio n+IExecutionStep.Execute() +60 System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) +87 ----------------------------------------------------------- --------------------- Version Information: Microsoft .NET Framework Version:1.1.4322.573; ASP.NET Version:1.1.4322.573 Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5110
  - 13
    - Can't add users, they aren't in the list, HELP Our network is made up of 2 NT 2000 Domains, several hundred users in each. The Add user wizard in the Deployment manager doesn't show me all the users I'm interested in adding, I only get about 50 from the domain I want to use, the 2nd one Curiously the 1st domain has about 250 users in it. It's an older domain and I haven't checked, but it feels like every person is in it. I've checked, and it doesn't seem to be based on group membership. The people who aren't in the list of possible new users aren't missing from any of the groups which people who are in the list belong to. Any ideas? Any way to add users manually? I've checked the SQL tables and it doesn't look too complicated, but there a few guid's I don't want to try to fake. Suggestions? TIA, Rob Bruce Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5101
  - 14
    - CONNECT How do you connect to CRM? I have it installed, The snap in works, but I just cant figure out how to access it yet.I don't have sales for outlook installed yet, but I thought you could access it via a web interface? Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5099
  - 15
    - Server error in '/' Application When I want to save some information (web based) like a quick Contact, I receive the following error: Server Error in '/' application. A potentially dangerous Request.Form value was detected from the client ............ anyone an idea ? Thx Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5098
  - 16
    - Any limit to custom CRM fields Anybody konw what, if any, limit there is on adding custom fields? And Why? All or specific objects? Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5096
  - 17
    - Installation error I get the following error while trying to install the crm server from the msdn cd's Failed to install Customer Relationship Management Server Failed to provision your initial business Failed to create root business Catastophic Failure (8000FFFF) I need immediate help Thanks Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5095
  - 18
    - CRM for Mac OSX Does anyone know when or if CRM will be available for Mac OS X ? Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5094
  - 19
    - Sales Process - Activity Due Dates By default, the due dates for all activites in a sales stage are based on the start of the sales stage (i.e. Activity 1 - due in 2 days, etc.). Is there a way to make a later activity's due date be dependent on an earlier activity within the same sales stage (i.e. Activity 2 will be due 2 days after Activity 1 completes). Right now, the only way I can think of doing it is to split the sales stage into two smaller stages. Thanks, Shane Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5084
  - 20
    - What old software do I have to install to test CRM? I got my Microsoft Action Pack last week and converted all my test machines to SBS2003 and a couple of Windows 2003 Application Servers. Everything is working fine in the test environment for SBS 2003, Exchange 2003, and Outlook 2003. I am now getting ready to add CRM, and it looks like I have to reformat everything again and go back to the 4 year old software that I had on the test machines before in order to install CRM. Is there a compromise position where I can reformat one of the application servers as Windows 2000 with an Exchange 2000 and still keep AD on SBS 2003, and keep Exchange 2003 as my main exchange server for the test? Can the test users keep Outlook 2003 and attach to the Exchange 2003 or do they need to go back to an older outlook and use the exchange 2000? Bill Walter Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5080
  - 21
    - MSCRM - e-mail question! When an email is sent from MSCRM and is replied to by the end user, where is the reply located w/in CRM? probably a stupid question, but I'm testing out the e-mail router functionality, and I sent out a message (which the user received with the tag in the subject line, they replied directly to it) but I can't find it in MSCRM Thanks for the response! -Dave Vandenberghe dave@global-image.com Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5077
  - 22
    - Activities Tab: History Date Why is there no history date on completed activities? What is the logic? Is it possible to add in a date column into the history? How? Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5076
  - 23
    - excel file I have created an extensive Excel file. After I have set- up my page format, and print, the file reverts back to original default. how can I set up my page format and retain for future use. Time consuming to set-up each time I enter data. t Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5066
  - 24
    - Error while installing CRM connection to SQL Server fails .............; Setup could not authenicate you as an administrator on the SQL Server. Can anyone explain why when I log on with the administrator account I get the message above when trying to pick my SQL server in the "Select SQL Server" step. If I log on as another admin I can get in. Also, it does not matter what database I type in, even blah, I get the same error message... Is there some permission in the domain that I am missing? Thanks... Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5060
  - 25
    - Does MSCRM leave Cookies? I wanted to verify with anyone that MSCRM does not use cookies. We're researched this and cannot find any evidence that cookies are used. Has anyone else come to the same conclusion. Tag: MSCRM Sales Module - Looking for Functional Spec Document Tag: 5058

Hello. I'm in the process of purchasing MSCRM Sales Module for my
organization and wanted to see if anyone has written a functional spec
document they would be willing to share with me. Thanks in advance for
your help!

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