Moving customizations from SQL 2k to SQL 2k5 CRM

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- Previous
  - 1
    - how to change regarding field from an email Hello all.. When i send an email regarding a particular LEAD (or regarding anything else) and then the person i sent the email to responds and talks about some other issue say a totally different LEAD CRM already tracks this email and puts in the regarding field the original LEAD i.e. whatever I put as regarding from the original email. I would like to change the regarding field as this is causing HUGE problems for me e.g. I email an AGENT regarding a lead (10 emails back and forth are sent regarding a single LEAD (all the regarding fields are the same as the original email) - GREAT. But then 2 weeks later the agent (not having my email\contact details on file) uses my last sent email and clicks reply to me to talk about something TOTALLY different i.e. another lead or case or opportunity but now i cannot change the regarding lead because CRM automatically links it that that original lead. And i cannot go around telling people to not do this, CRM should accomodate. Hope someone has a practical solution. TIA, TC Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76204
  - 2
    - Workflow to export file Hi All Wondering if it is at all possible to have a workflow rule to export a csv file into a shared directory? I would like to be able to trigger this to happen when a service activity is closed so that file can be imported into an accounting application. Any assistance would be appreciated. Ian Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76203
  - 3
    - crm 3.0 exchange router pls help!!!since last year pending i have a crm 3.0 install on sbs2003 and run perfect except to display the e-mail queue. i did follow the instruction to setup the exchange router : 1. create crm mailbox. (CRMMail) 2. install the exchange router and point the crm mail box to CRMMail. 3. run the rule deployement wizard. 4. create a disable user account(support). check the associated external account and CRMEmailEnabled attribute for it. then i test send email to support. at exchange system manager i able to see mail is deliver to support account but seem like not able to route a copy to CRMMail because not able to see any mail sit inside the CRMMail. And there is not bounce back message to sender mention that mail is not deliver.under the queue is not pendig mail. under event log, for mscrmexrouter services , it show --------------------------------------------------------------- Processing mailbox [CRMserverURL "http://server01:5555"EmailServer."server01"EmailAccount'CRMMail"ForceReDelivery.'False'] -------------------------------------------------------------- clossing mailbox [CRMserverURL "http://server01:5555"EmailServer."server01"EmailAccount'CRMMail"ForceReDelivery.'False'] ---------------------------------------------------------------- the message show every minute. any one any idea? Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76202
  - 4
    - Error Going Offline - Propagating Customizations Going Offline with CRM 3.0 Outlook Client I get error "The XML passed to the platform is not well-formed XML." I have recently restored the CRM server. Can anybody refer me to a comprehensive list of what files should be manually restored after restoring the database and reinstalling CRM and connecting to that database? I can't think of any customizations I have made that would upset the system. There are some c360 modules installed, and some light customizations on the forms. I re-imported the Customizations.xml file no problem. I have applied Update Rollup 1 to Server and Client. I have tried un-installing and re-installing Outlook Client. Still same error. Any suggestions? Thanks, Boolean1 Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76201
  - 5
    - Mobile configuration in Settings Hello. I redeployed Microsoft CRM to a new server and whenever I go into Settings, I still have the Mobile Configuration Entity on the left-hand side under "Settings" and "Customization". Any thoughts on the best way to remove this permanently from the system - is this a sitemap.xml modifciation? Thank you all. Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76199
  - 6
    - Strange problem with the Price lists Hi all: I have a product named A, ok? This product appears in 3 lists Price list 1, Price 100 price list 2, price 200 Price list 3 , price 300 In this scenario, I shouldn't need to define a default price list, right? Well, it happens that if a default price list is not defined, then the product doesn't appear in any on the Price lists.... Any ideas? Alejandro Leguizamo SQL Server MVP Colombia Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76192
  - 7
    - How to Disable Compulsory Fields Hi Ive just started to play about with CRM and need to disable a compulsory 'Name' field in a new entity. I dont need it at all and cant use it for anything else. Do I use the forms onLoad event to put garbage in it? Although even then its displayed and ideally I just want it gone. Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76189
  - 8
    - Active directory Hey there, Does anyone know if we could synch active CRM users with the active directory in order to retrieve newly added or modified data? -- Montreal CRM Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76186
  - 9
    - CRMADDIN adjustments. Is there a way to change where the CRM toolbar displays when a new message is located? I have checked for available COM Add-In Registry keys and can not find any that would allow us to right justify the tool bar. I would really like to move the toolbar off the left hand side of the window so that it is not located directly under the â??Sendâ?? button in Outlook. -- Redadmin Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76183
  - 10
    - Workflow email off of custom entity I am trying to create a workflow that sends email to a lead on the creation of an attached, custom entity. My specific case is: internet user requests information from the website. They sign up to receive the information, and what they enter on the sign-up gets put into a lead. They then request a specific item, and this gets placed into a custom entity in CRM. Now, when the custom entity is created, I want to trigger an email to be sent to the person that just requested it, which is stored on the lead. This would work if I could call a manual workflow as a subprocess from a different entity type, but I can't. It would work if I could specify something more than Owner or Owner's manager as a Logical User on my custom entity. This would work if I could push the email into a random field and use THAT for my To address. Needless to say, none of these appear to be possible. Does anyone know of a way to trick the workflow manager into allowing this behavior? Can I change something in the DB to make it think that my lead manual workflow (which uses a Lead email template) is actually categorized under my custom entity so I can call it as a subprocess from my workflow there? Or is there some other way than the 3 I listed above to do this that I'm just not thinking of? To recap: on creation of custom entity, email to lead (attached to entity). Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76181
  - 11
    - Workflow email I am trying to create a workflow that sends email to a lead on the creation of an attached, custom entity. My specific case is: internet user requests information from the website. They sign up to receive the information, and what they enter on the sign-up gets put into a lead. They then request a specific item, and this gets placed into a custom entity in CRM. Now, when the custom entity is created, I want to trigger an email to be sent to the person that just requested it, which is stored on the lead. This would work if I could call a manual workflow as a subprocess from a different entity type, but I can't. It would work if I could specify something more than Owner or Owner's manager as a Logical User on my custom entity. This would work if I could push the email into a random field and use THAT for my To address. Needless to say, none of these appear to be possible. Does anyone know of a way to trick the workflow manager into allowing this behavior? Can I change something in the DB to make it think that my lead manual workflow (which uses a Lead email template) is actually categorized under my custom entity so I can call it as a subprocess from my workflow there? Or is there some other way than the 3 I listed above to do this that I'm just not thinking of? To recap: on creation of custom entity, email to lead (attached to entity). Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76180
  - 12
    - Adding to the CRM Database (SQL) I'm running CRM 3.0 on SQL 2005. I'm looking to add dynamic information to my database via an odbc. There is an open source database that has daily updated information, we want to feed that updated information into our system everyday at the same time, creating new leads when they are inserted. Can someone help me with this? -- Luke Davis, MCSE: Security DEM Networks - Senior Systems Architect 7225 N First, Suite 105 Fresno, CA 93720 Office: 1 (559) 439-1000 Fax: 1 (866) 640-2041 www.demnetworks.com Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76179
  - 13
    - Importing Outlook Contacts into Microsoft CRM Trying to import my contacts from Outlook into MS CRM and having issues. When trying to import getting unicode errors. I've tried importing the contacts in as .xls, .txt, .pst. xls and txt don't bring back errors the information just doesn't import when I go down to the Microsoft CRM folder>contacts, I don't see them listed there. I only get the Unicode error when doing importing it using .PST. I'm not quite sure If I'm doing something wrong or what. The data field mapping isn't to user friendly either, I see the test contacts I created but again when selecting the options I want and dragging them over to the right side for the mapping, the info still isn't appearing in Contacts CRM. Any suggestions are greatly appreciated. Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76178
  - 14
    - sales quotas and commissions Is anyone using MSCRM to manage sales quotas and commissions. Quotas are fairly complicated - by product and commissions are set up by % to plan with $ accelerators. Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76176
  - 15
    - Scribe insight Error 384 callout code throws exception We have been testing the migration from Goldmine 6.5 Corporate, into CRM 3.0 using Scribe Insight. Everything is working "ok" but we are having some minor issues. Now we want to completely empty out the CRM databases, and test another migration with Scribe. I am getting the Error 384 callout code throws exception. One of my DB guys thinks it has to do with the keycrossreference table in Scribeinternal DB. But, i uninstalled CRM, and Scribe, deleted all databases, and we are still getting this error? is there something in the registry that needs to be changed? Thanks Rodney Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76174
  - 16
    - Cross Site Scripting Access is denied Hello, I have an external ASP .NET page embebbed in a iframe on CRM 3.0, the page make calculations and set a value in a TextBox inside the CRM form using JavaScript, the url of the iframe is set in the OnLoad event: document.all.IFRAME_TOTALCOTIZACION.src="http://localhost/AdvancedSearch/CotizacionTotal.aspx?oId=" + crmFormSubmit.crmFormSubmitId.value ; All work ok when i use localhost to set the url of the page and i execute the page logging in my computer ( do calculations and set value), but when i execute from another computer of the local network using the browser not find the page because this seek in "localhost", so i replace the "localhost" for IP or name of the machine instead "localhost", but the JavaScript to set the value give me an error "access is denied", i think this is because explorer recognize this like an Cross Site Scripting and the explorer restrict that, but i don't know how to fix, any ideas ?????. i leave unchecked option to restrict command sequences between frames. Thanks Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76169
  - 17
    - Screen has black patches Hello, We are using CRM 3.0 and we have recently updated our browser to IE 7. Since the browser update, a few of our users are noticing black patches appearing on their browser windows - only when they are in CRM. If they press F5, it seems to refresh some of the black area, but not all. Has someone else experienced this and if so, what is the resolution? Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76167
  - 18
    - import data for user define entity hi guys How i can import data for user define entity? Regards Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76164
  - 19
    - campaign hi guys i would like to achieve campaign workflow but there i donâ??t know it is applicable or not this is my workflow Plan and create campaign->setup email campaign planning tasks->send reminder to owner->schedule meeting->send email concept to content team Please it is applicable to do it in workflow after create manager campaign how Regards Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76162
  - 20
    - should be able to copy & paste up to 3 items at a time There are situations when using MSWord/Excel and OE when one wants to copy & paste up to 3 words/phrases, e.g. email address, subject and contents of an email sent to different persons instead of cc/bc. If one can copy 1,2,3 and paste 1,2,3, it would make work easier. IF MS accepts this idea/suggestion, it may be considered for a reward to me. BM Shah Tel: 91 22 27662854 shah301@mtnl.net.in ---------------- 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=7a8441be-9a09-48a2-b5fc-ead7304e2988&dg=microsoft.public.crm Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76161
  - 21
    - Plse help....! Incoming eMails connect to the wrong opportunity Can somebody explain the logic behind the eMail tags, and how the system connects incoming email? We have many incoming eMails that connect to the wrong entity. Consider the following scenario I see happening here: 1) User1 creates new mail regarding Opportunity ABC and changes the sender to the queue Presales and it gets tag CRM:1234 2) A reply with tag CRM:1234 arrives in the queue Presales and is automatically connected to Opportunity ABC So far so good.... 3) User1 creates new mail regarding Opportunity XYZ and sends from her own username and it gets tag CRM:1234 (same tag as before!) 4) A reply with tag CRM:1234 regarding Opportunity ABC arrives in the Presales queue and gets connected to Opportunity XYZ (the wrong one!) Is this a bug, do we have a database issue, is this by design.....? Should we not send from a queue? Any suggestion will be greatly appreciated because this is causing (as you can imagine) a great mess! Many thanks in advance, Egbert Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76159
  - 22
    - MS CRM Synchronisation Can somebody explain to me the process of Synchronisation does CRM synchronises PST files. if so why? Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76153
  - 23
    - Distribute Campaign Activity: 401: Unauthorized Hi all, We've got an evaluation CRM site put together (CRM 3.0 Server) on Windows 2003 Server/AD/SQL 2000. We've got 10 or so clients testing heavily to see if it whats we want from a CRM solution for our organisation. Everything generally is running ok, despite our client PC's currently not members of the domain (we are in a process of Novell>AD migration) - and thus we've had to do various fiddles to get clients to talk to the CRM server - such as caching of usernames/passwords on the client... We're currently experiencing this on the Distribute Campaign Activity/ mail merge screen: "Internet Explorer Script Error" when trying to perform a mail merge for a campaign. In Account & Contacts mail merge facilities work fine, just when you try it from a Campaign, >From Distribute Campaign Activity, select any option and "open word" button and you get: "Internet Explorer Script Error" error has occured in the script of this page line 132 char 1 Error The request failed with HTTP status 401: Unauthorized Code 0 URL - http://crmserver:5555/_grid/cmds/dlg_camailmerge.aspx? iObjType=4402&iTotal=1&sIds={8277C19B-9DB2-DB11- B9E1-001422193A29}&sAction=letterviamailmerge Running this from a client that is a member of the domain (in case its a funny with the test clients not in AD) seems to show the same behaviour. Anybody seen this? the 401 seems to be a strange error as this implies user authentication issues, but as everything is authenticating fine between client and server, I'm not why its throwing this up at this screen - anything I should check? Ta in advance, Steph Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76148
  - 24
    - Distribute Campaign Activity: 401: Unauthorized Hi all, We've got an evaluation CRM site put together (CRM 3.0 Server) on Windows 2003 Server/AD/SQL 2000. We've got 10 or so clients testing heavily to see if it whats we want from a CRM solution for our organisation. Everything generally is running ok, despite our client PC's currently not members of the domain (we are in a process of Novell>AD migration) - and thus we've had to do various fiddles to get clients to talk to the CRM server - such as caching of usernames/passwords on the client... We're currently experiencing this on the Distribute Campaign Activity/ mail merge screen: "Internet Explorer Script Error" when trying to perform a mail merge for a campaign. In Account & Contacts mail merge facilities work fine, just when you try it from a Campaign, >From Distribute Campaign Activity, select any option and "open word" button and you get: "Internet Explorer Script Error" error has occured in the script of this page line 132 char 1 Error The request failed with HTTP status 401: Unauthorized Code 0 URL - http://crmserver:5555/_grid/cmds/dlg_camailmerge.aspx? iObjType=4402&iTotal=1&sIds={8277C19B-9DB2-DB11- B9E1-001422193A29}&sAction=letterviamailmerge Running this from a client that is a member of the domain (in case its a funny with the test clients not in AD) seems to show the same behaviour. Anybody seen this? the 401 seems to be a strange error as this implies user authentication issues, but as everything is authenticating fine between client and server, I'm not why its throwing this up at this screen - anything I should check? Ta in advance, Steph Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76147
  - 25
    - CRM Exams hi, What are the exams available for CRM. please let me know the exam codes and pass percentage. where can i get the manuals /books for the same. thanks Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76146
- Next
  - 1
    - Importing data from an excel file I have an excel file with contact data for customers. Now I want to import it into CRM 3.0. I use the guide but I am stuck at the manual import i.e. populate CDF at step 5 in the data migration framework application. Do I have to go to the SQL server and select the database and import into the contacts table? I am really sorry for the newbie question.. /Jonas Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76144
  - 2
    - E-mails and CRM I am having an installation of Microsoft CRM on a single Windows 2003 server which is also a domain controller for a small network. I am not using any exchange server or any other e-mail server inside my network, but i get all the e-mail from my ISP's e-mail server My question is: Can i track the e-mail coming to microsoft outlook to the crm server? What changes should i make during the configuration of the crm in order to make it work? Thx in advance for your replies Christoforos Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76138
  - 3
    - Is Back-Dating possible? Last Friday I made many calls, but did not have time to enter those activities into CRM for an existing account. Is it possible to close those activities with Fridayt's date as opposed to today's? Thanks Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76120
  - 4
    - Index was outside the bounds of the array Dear Team, While saving quote product in Ms. CRM 3.0. There was generated error like below : 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: [COMException (0x80045f00): <details>Index was outside the bounds of the array.</details>] Microsoft.Crm.Platform.ComProxy.CRMQuoteDetailClass.Update(CUserAuth& Caller, String QuoteDetailId, String QuoteDetailXml) +0 Microsoft.Crm.Application.Platform.QuoteDetail.InternalUpdate(String id, String xml) +37 Microsoft.Crm.Application.Platform.Entity.Update() +139 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +418 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 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.SFA.QuoteDetailDetailPage.ConfigureForm() +280 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Please advice, how to solve this. Thanks, Wira Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76113
  - 5
    - Exporting reports A report I have created is quite wide, and when I print or export it, it goes across two pages. Is there any way to set this to default to landscape, or at least ask me what orientation I want it in? Or even scale it so it fits onto the paper? Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76110
  - 6
    - rollup on vista? I tried to install the rollup client on my Vista Business / Office 2007 / vc3 Crm outlook client and it would not let me. Says not enough storage to process command. I'm thinking it is a compatiblity issue. the rest of my users use the vc3 Outlook client using Office 2003 sp2 and Windows XP SP2. So I installed the rollup on the server side and sit here confused as to how to apply it client side. Thanks in advance. Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76108
  - 7
    - How to say " I LOVE YOU" I would love 2 know how 2 say "I LOVE YOU " in all lanuage please need 4 a project. Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76107
  - 8
    - CRM Mobile Express Web Site Setup I've installed Mobile Express, and am able to access it within the network. I am unclear how to make it work outside the firewall. I haven't entered a Host Header, nor have I configured an SSL port. Can anyone point me in the right direction? Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76102
  - 9
    - Bulk Import Wizard: Source file is corrupt error message When trying to upload a .CSV file, after selecting the file, choosing Leads, and then click next, it say the Source file is corrupt. I am able to open the file in Excel with no problem. I got this message when I tried to import a file with 5,000 records in it. I found that if I cut it back to 998 records, I got it to work twice. But it has not worked since. Any suggestions would be greated appreciated. Thanks. Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76101
  - 10
    - Error when synchronizing We wanted to test the new v 3.0 client release on a laptop which is running Windows XP SP2 and SBS Office 2003. Everything runs fine until the user goes offline for the first time with the new client. It states that 9000 records need synchronizing, then never completes with the following error 'Failed move data for entity 'E-mail attachment during action saInsert, countRows=232. Contact your system administrator for assistance.' The server is running SBS CRM 3. The new client is installed on another XP SP2 machine with SBS Office 2007 and no poblems when trying to synchronizing 6000 records. Is there any tweaks necessary for installing this client on Outlook 2003? Thanks Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76092
  - 11
    - Make CRM Faster: Slow = Practically Unusable CRM 3.0 is great, however for practical use, it is too slow & cumbersome. Sales staff need a very responsive solution to be able to view/switch records during a phone conversation. Support staff need similar responsiveness. Speed is a BIG issue with this product & almost killed it within our organisation. ---------------- 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=6cdd3ca4-88d5-49e1-8aba-7080b66f9d1c&dg=microsoft.public.crm Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76091
  - 12
    - how to stop the downward flow of changing owners Hello, Currently in CRM 3.0 if a user changes ownership on a parent account, it filters down that ownership to all sub locations, contacts, opportunities, etc. We do not want the owner of the opportunity to change. Is there a way to stop that from happening in the system, so that if the owner of the parent account change the other owners of opportunities won't be changed to that person? Any advice would help. Thanks! Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76083
  - 13
    - Can't Access Reports Hi there. I'm having problems with my CRM reports. I can access CRM using an external, public ip address. However, i can't access any of the reports, both the default ones and the customised ones. I get the following error: Cannot create a connection for the data source A_B_MSCRM. Login failed for user '(null)'. Reason: Not assoiciated with a trusted SQL server connection. Please help me, i've tried just about everything. Thank you in advance. -- Regards, Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76082
  - 14
    - Create task with a specific due date from workflow? I have a user defined field on an opportunity, lets call that "Estimated Required Date". When the date field is entered that triggers a workflow rule that creates a task for someone to build the estimate for the job. How do I create that task such that the task due date is the "Estimated Required Date"? The workflow forms seem to only allow number of hours, days, etc. from the time of Task creation and even that seems to require a hard-coded value. Thanks in advance for any help. Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76081
  - 15
    - E-Mail Router Rule Deployment Wizard and Deactived Users? I am attempting to use the E-Mail Router Rule Deployment Wizard to update my users e-mail rules so that emails will be automatically tracked when a customer replies to the user sending it (and they don't need to click the Track in CRM button in their outlook client each time), but I have three deactivated users that are no longer in our Active Directory. Each time I run the Wizard, it says it is unable to (obviously) resolve these users. Is the Wizard working on the other inboxes? Is there any way to check? Any way to delete these users totally from the system since the wizard is trying to apply the rule on deactivated accounts? Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76079
  - 16
    - Remote access user should allow you to assign leads, accounts and. CRM should provide the capability to assign records to non CRM users. IE - the company may have manufatcuring rep companies that resell their product but these companies and their sales reps would never work in CRM. They need the ability to assign teh records to them to manage and track sales and comissions. ---------------- 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=b0314ed8-8415-4032-910e-b42d1cd2f27e&dg=microsoft.public.crm Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76077
  - 17
    - SQL connection though jscript Hi, I'm trying to write information (user, caseid, date) into an external SQL database from the OnLoad event of the case entity, but don't know how to do it. Any pointers?? Thanks very much Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76074
  - 18
    - Custom Private Views I have created a bunch of new Views within Leads, Accounts and Contacts. I shared them with just one team (Vice Presidents). The views do have "Private" next to them. However, all users can see these views in the list of views. They do not see the records within the views, but they are all still in the dropdown. How can I hide these views from the users' Views Dropdown lists? Thanks Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76071
  - 19
    - Point CRM at sharepoint directory Need help I have sharepoint setup and have added an iframe etc to view. What i would like to do is when a user opens up an account and goes to the ifram it takes them directly into the client file instead of having to go through a list to get to it? I was thinking of using the account ref number as it would be the same as the folder name to do this Can anyone help with doing this Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76069
  - 20
    - Log Owner changes of CRM entities When the owner of a record changes, it's ownership history should be tracked. This would allow visibility and reporting flexibility as well as open the door as an enabler of historical reporting. ie: Order totals by Sales Rep could then be calculated by the Sales Rep who owned the Account at the time of the order, and not just by the current owner of the Account. Options considered: 1. Record the owner change date and previous owner on the record itself using custom code from the onchange event. 2. Create a generic Ownership change log entity where a record is created from the Owner onchange event for Account, Contact, Opportunity and custom entities. Workaround is to create point in time snapshots in the database for reporting via SRS (not ideal). ---------------- 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=5dc60cdd-1be4-48d9-b8b4-a7124dd16910&dg=microsoft.public.crm Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76068
  - 21
    - problem after crm 3.0 installation hi, after install crm 3.0, when try to open http://crmserver, a dialog box appears asking for user/pass after this the web page disappears. need help Fernando Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76066
  - 22
    - Flatten out Account structure I was wondering if anyone could give me some insight on the way we would like to use CRM 3.0 from an account perspective. We would like use Accounts for all accounts in CRM versus using a sub-accounts. Meaning that when parent account is entered and a so called sub-account they would be on the same level in CRM. Will we lose any functionality or reporting capabilities if everything is an account versus having accounts and sub-accounts? We have made some custom entities that enable us to flatten out our account structure but still maintain a hierarchy of accounts at the account level and not the account, sub-account level. Any thoughts would be appreciated. Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76065
  - 23
    - Problem with reorganising Business Units In our present situation we have everything under one single BU, which meant that every user from every department was able to see everything that was created (like cases). To get some form of separation I've created 3 business units and moved every employee to it's designated unit. So far so good. Users of UnitA could no longer see cases of UnitB and so on. The securityroles are all (were still) attached to the root-unit, but were copied to the child-units. Editing a child-securityrole doesn't work, so I've tried editing them at the rootlevel (as changes are inherited by the childroles). What doesn't work anymore is that users cannot create cases anymore. CRM throws an exception, that has to do with priviliges. I don't know what is causing the problem. 1) I created extra sub-units 2) moved users to their specific units 3) the standard roles are copied to these users (and by default set to no roles, so I've readded them, but with the settings as they were). 4) separation of records works, but can no longer create Solutions? Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76064
  - 24
    - Picklist with "other" option ? Hello people, is it possible with MS CRM 3.0 to have a picklist with an "other" option which will allow the user to fill in a value that is not inside the picklist ? Regards, Mav. Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76059
  - 25
    - Number at end of contact name Since synchronising CRM to Outlook, many of the synchronised contacts have a number at the end of their name. What's going on? Mike -- Mike Bristol, UK CRM user www.crmuser.blogspot.com Tag: Moving customizations from SQL 2k to SQL 2k5 CRM Tag: 76057

This may be a non-issue but I wanted to check to see if anyone has done this
and ran into issues.

I have the XML customization files from our previous install of CRM 3.0 with
SQL 2k database. I now want to import and publish these same customizations
to CRM 3.0 on SQL 2k5.

Has anyone done this or can point me to documentation that tells about the
success or issues for doing this?

Thanks.

Re: Moving customizations from SQL 2k to SQL 2k5 CRM by Markus

Markus
Wed Feb 07 04:26:01 CST 2007

On 7 Feb., 06:35, Chris Treanor
<ChrisTrea...@discussions.microsoft.com> wrote:
> This may be a non-issue but I wanted to check to see if anyone has done this
> and ran into issues.
>
> I have the XML customization files from our previous install of CRM 3.0 with
> SQL 2k database. I now want to import and publish these same customizations
> to CRM 3.0 on SQL 2k5.
>
> Has anyone done this or can point me to documentation that tells about the
> success or issues for doing this?
>
> Thanks.

I know there is a whitepaper how to move the complete database from
SQL Server 2000 to 2005. You can find it here http://www.microsoft.com/
downloads/details.aspx?FamilyID=709f9cc7-8d53-45e8-
b853-1f9e733f9774&displaylang=en

In my opinion importing customizations to 2k5 should also be no
problem since this should be independent of the SQL server version...

Regards,
Markus

RE: Moving customizations from SQL 2k to SQL 2k5 CRM by Niths

Niths
Wed Feb 07 05:09:00 CST 2007

Hi Chris,

I've imported customizations from a server running SQL 2K to a server
running SQL 2K5 without any problems. I don't think you should have any
issues in this regard.

HTH,
Niths

"Chris Treanor" wrote:

> This may be a non-issue but I wanted to check to see if anyone has done this
> and ran into issues.
>
> I have the XML customization files from our previous install of CRM 3.0 with
> SQL 2k database. I now want to import and publish these same customizations
> to CRM 3.0 on SQL 2k5.
>
> Has anyone done this or can point me to documentation that tells about the
> success or issues for doing this?
>
> Thanks.