CRM on Outlook

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- Previous
  - 1
    - Cannot install crystal enhancement for CRM 1.2 After running MFR release of CRM 1.0, then installing the Developer release of CRM 1.2, I attempted to install crystal reports enhancements from 1.2, and got the following error message: "Setup has detected that you have Crystal Reports 9.2.0. You must first upgrade to Crystal 9.2.2 to continue with this setup." This issue is discussed in the Business Objects KB (MSCRM MS CRM CREE INSTALLATION ERROR CRYSTAL REPORTS ENHANCEMENT CD), and the solution presented is to uninstall Crystal Reports 1.2.0, then install 1.2.2. However, Crystal reports does not show up in Add/Remove Programs, and does not appear to be installed at all. I never installed the crystal enhancement for 1.0 (never even got CRM 1.0 to work), and there's no Crystal Reports folder in my program files directory. There is a crystal decisions folder in the MSCRM directory, but I can't find an uninstall package there (and I'm not sure if uninstalling Crystal Decisions would do anything to fix this, anyway). Has anyone run into this? Tag: CRM on Outlook Tag: 16888
  - 2
    - Custom View Joining MULTIPLE Entities I've seen a couple of posts that indicate it's "possible" to create a query (which our sales team would use as the source for a view) which pulls data from multiple entities (e.g. - Account AND Contact), but I haven't seen any FetchXML examples. It's a little difficult to see how that type of customization works "start-to-finish".... Anyone out there with some sample code they're willing to share?? -Mike Tag: CRM on Outlook Tag: 16887
  - 3
    - install crm-exchange e-mail router on stage of specify microsoft business solutions crm server, configure the server name then click Next, caught error One or more of the microsoft crm servers you listed is invalid or you do not have administrator privileges on that server. Make sure all servers are running properly and try again. I logged in as domain administrator, so i guess privilege issue is out of scope here . Any idea/advise/ troubleshooting tips please? I appreciate that!!! Tag: CRM on Outlook Tag: 16886
  - 4
    - CRM email: Implementing auto-unsubscribes? Hello there, We would like to use CRM's email capabilities to handle the sending of newsletters and other materials to contacts in CRM. We would also like recipients of these materials to be able to click a link which would take them off the recipient list. The most obvious way I see of pulling this off would be to add a "Click to Unsubscribe" link to the outgoing email which links to a custom page that then sets the "Allow email" field in CRM to false. Does this sound like the appropriate path to take? If so, how would I go about getting the custom link inserted into the outgoing email? When trying to insert a data field in the email template editor, there is nothing indicating a unique ID of any sort with the Contact object. Furthermore, even if there was, how would I insert that field into link? Any suggestions or comments are appreciated. Regards, Rich Gilmour Tag: CRM on Outlook Tag: 16885
  - 5
    - Migrating CRM to CRM We had to delete the OU from the Active Directy, and now cannot get to our data. Reading through the posts it looks as though we have to use the DMF to convert our data because of the GUIDs that are hard-coded in the files. Unless someone knows of a utility that I can use to change the GUIDs in the Active Directory - but we tried a number of different things. So, is there an easy method to import CRM data into CRM? I tried using SQL DTS to the cdf_entities, but this is like pulling teeth, and don't know if I am going to be losing any data. Anyone have any insight into getting this done quickly and completely? Thanks Ed Tag: CRM on Outlook Tag: 16880
  - 6
    - exchange e-mail router install question When installing the email router the setup process wants to install components into the default website. This is obviously the same directory that stores other the exchange components for OWA, OMA, Ect. Should I go ahead and install into that directory or create an additional website and install it there? Tag: CRM on Outlook Tag: 16879
  - 7
    - Event ID 2 can't send email I have the following error and have fixed it once by reinstalling the exchange mail router, but this can't be right. Reboots dont help either. Any help appreciated. MSCRM Platform Error Report: ---------------------------------------------------------------------------- ---------------------------- Error: <description>An unexpected error occurred.</description><details>An error occurred attempting to dispatch the email : Could not connect to host</details><file>D:\crm\Build\3297\src\platform\include\proxy\proxyutil.h </file><line>47</line> Error Message: An unexpected error occurred. Error Details: An error occurred attempting to dispatch the email : Could not connect to host Source File: D:\crm\Build\3297\src\platform\include\proxy\proxyutil.h Line Number: 47 Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionSte p.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Tag: CRM on Outlook Tag: 16878
  - 8
    - Table Structure I need to find the table structures of the CRM database. Particularly where linked documents are stored. Does anyone have a good place to obtain this information. Tag: CRM on Outlook Tag: 16876
  - 9
    - Installing Outlook CRM I am running CRM 1.2 on SBS 2003. The Outlook client will not install on my workstations. The workstations are running WinXP Pro with Outlook 2003. I tried installing as local admin and domain admin. I get the following message in both cases: "MS CRM Sales for Outlook Setup cannot continue because Microsoft Outlook has not been initialized. To continue, cancel Setup, open and then close Outlook, and then start Setup again." It does not matter how many times I open and close Outlook. I get the same message trying the install on any of my workstations. All help is appreciated. Lee =============== Lee Stone Web Functions "Embrace change and drag the other 95% kicking and screaming into the future." =============== Tag: CRM on Outlook Tag: 16872
  - 10
    - License Question I know a user needs a license to the Sales module to see it in CRM client, but does a user need a Sales License to use CRM Sales For Outlook? Or will just a standard license do? Anybody know? Tag: CRM on Outlook Tag: 16871
  - 11
    - Importing Contacts When trying to import contacts into CRM I get the following message. "Microsoft outlook could not be started. Verify that outlook is installed on this computer." I have Outlook 2003 installed and also have installed the CRM Sales for Outlook Tag: CRM on Outlook Tag: 16867
  - 12
    - View modification? I want to make the primary contact in the account view a link to the contact. How can I do this? ~ B Tag: CRM on Outlook Tag: 16866
  - 13
    - Migrating Telemagic to CRM Hi... Has anyone had any experience with migrating Telemagic to CRM and, if so, have any advice they can offer me? I'm just beginning to work on a migration plan and am open to any suggestions or documentation anyone could offer... Thanks... Jill Hamann jhamann(removeThis)@brillianceaudio.com Tag: CRM on Outlook Tag: 16862
  - 14
    - Create a note for an invoice Hi NG, I'm trying to create an note with attachment for an invaoice withe the CRM Proxy Class. So im looking to the SDK i found the Methode: CRMNotesManager.Create, and it works fine as long i wouldn't create any note with an attachment. But now i want to create an note with an attachment, but i haven't got any idea how I can create an node with attachment. So I hope somebody of you can help me. -- Thanks Andre Grumbach P.S. Please remove 'nospam' from the EMailaddress Tag: CRM on Outlook Tag: 16861
  - 15
    - Full Screen Mode in CRM 1.2 Is it possible to open by default the new windows of MS CRM (ex: the account detail form) in full screen mode? Thanks for your answer Tag: CRM on Outlook Tag: 16860
  - 16
    - Planning visualisation in CRM 1.2 Is it possible to display the planning of another user with the Calendar of the Workplace module? Thank you for your answer. Tag: CRM on Outlook Tag: 16859
  - 17
    - Customization of the activity screens in CRM 1.2 Is it possible to customize the activities list of the home page (adding a new column, changing columns width, ..) ? On the same way, is it possible to customize the activities forms (appointment, task, ...) by adding controls (pick list, test box, ...) ? I know that standard customization doesn't allow to do this. Do you know another method (SDK, ...)? Thank you Tag: CRM on Outlook Tag: 16858
  - 18
    - Sample data error When I try to double click on the Microsoft.Crm.DemoDataWizard.exe, I have got this error Application has generated an exception that could not be handled Process id=0x1318(4888), Thread id=0xe30(3632 Click ok to terminate the applicatio Click Cancel to debug the applicatio When I click debug, I hit another error: o debugger found Has anyone experience this before? Have I left out something? Tag: CRM on Outlook Tag: 16853
  - 19
    - IE disappear hi all has anyone a good reason for the internet explorer closing after logging on to crm directly? knowing that all the updates are installed to the windows and the internet explorer i appreciate ur fast reply. thanks in advance for help Peter Adel ( a new commer to this news group) Tag: CRM on Outlook Tag: 16852
  - 20
    - Fetch Xml: filter condition question I'm trying to get all appointment activities. (activitytypecode = 142) So I use this code witch I think should work: ... <filter type='and'> <condition attribute='activitytypecode' operator='eq' value='142'> </filter> ... But when I try to execute via 'query.ExecuteQuery' I get the following error: ErrorMessage: SOAP Server Application Faulted <detail><error><code>c00ce56d</code><description>Application Error</description></error></detail> Source: System.Web.Services I have tried other conditions and they do work. Just when I try it with ?activitytypecode' it doesn't. Can anyone tell me what I'm doing wrong or if there is a workaround? Thanks. Kris (PS. activitytypecode is a valid field for Activity) Tag: CRM on Outlook Tag: 16850
  - 21
    - Close Window Warning In many instances while navigating MS CRM, I am running into the warning message that the "webpage I am viewing is trying to close the window..." I understand that this is an IE security setting and that it is beneficial in many ways, but it is truly infuriating when you are trying to work within CRM. I am unable to pin down the specific security setting that activates this functionality. Can someone point me in the right direction before I have a mutiny on my hands? Additionally, what are some things I might need to be more vigilant of with this security setting now off? Thanks in advance, Erik Dudley Tag: CRM on Outlook Tag: 16839
  - 22
    - Copying CRM to a duplicate domain We are trying to recreate our CRM environment in a duplicate domain for testing and trying to work out some of these timeout issues. Basically we are bringing up a DC, replicating AD, taking it down, removing it from the network (no cables what so ever) and bringing it back up and promoting it to master DC. We want to get all of the AD info, because we want to use all of the data we have for a true test environment. The plan was: DC on one box - CRM/SQL on another.. SQL is ready to go (will need to be updated again!) and We can do the CRM part with our hands behind our back. but syncing up the AD is quite another issue.. We have it on our CRM domain, then we try physically removing it from the domain and bringing it back up as a master - doesn't work. Needless to say, we are having issues with the DC bit.. Any suggestions or Gurus we can bug? Tag: CRM on Outlook Tag: 16837
  - 23
    - Query to replicate the Workplace view in a report I'm trying to create a report to see what's in the Workplace | My Work | Assigned and Workplace | My Work | In Progress for each one of my CRM users. Does anyone know what the query would look like to pull this data? Thanks, John Tag: CRM on Outlook Tag: 16836
  - 24
    - CRM Certification I am interested in pursuing MS CRM certification for all three 1.2 tests currently available. Does anyone have any recommendations for prep for these exams? I am the in- house database administrator but we brought in an outsource consultant for our CRM deployment prior to my coming on board. I have picked up a bunch of the technical specifics but there are gaping holes in my knowledge. I also purchased the 'Using Microsoft CRM' by Brown & Gravely as well. I did notice that MS is offering E- Courses in the requisite areas of certification for between $350 and $550 a piece. Are these adequate, or are there other sources that might be of better use in this regard. Please feel free to chime in. Thanks Tag: CRM on Outlook Tag: 16834
  - 25
    - Deployment Manager Error (CRM 1.2) We can manage users from CRM Web interface, but not from deployment manager. When we try to access the user manager through the deployment manager, we get 'Login failure for user 'NT AUTHORITY\ANONYMOUS LOGON'. (80040e40) Could there be a simple fix for it or should we re-install the whole server ? Tag: CRM on Outlook Tag: 16830
- Next
  - 1
    - Subject Manager Is it possible to link the subject manager to a field on an Account form. We need a way (like a pick list) to classify our accounts by industry however the pick list could be extremely large. Any ideas would be helpful as to how other users accomplish this. Tag: CRM on Outlook Tag: 16828
  - 2
    - Replication on CRM database I want to set up SQL replication of the CRM data to another server so that we can link to the data without messing with CRM. Can anybody think of a reason why I should not do this? The only thing I can think of is that CRM SQL is already replicating. I think I would create another publication so that if I wanted to stop it, it would not mess with the default replication. Can you have two publications of the exact same thing? Or would it be better to just add another subscriber to the current replication? I'd love to hear if anybody had any good/bad experiences doing this, or just thoughts on it. Thanks. Tag: CRM on Outlook Tag: 16823
  - 3
    - CRM Capacity planning Is there a documentation for CRM capacity planning? Tag: CRM on Outlook Tag: 16822
  - 4
    - Change default duration of tasks (especially e-mails generated from workflows) Anyone have ideas for changing the default duration of tasks that are generated from workflows? (or all tasks for that matter) The reason I'm looking for this is that if a workflow fires an e-mail based on a template to the customer; and if it has a duration of 30 minutes; that skews the overall time reported to the user during case resolution. No one did 30 minutes of work while the workflow sent an automated e-mail. (I didn't find anything on PartnerSource or the Implementation Guide or SDK documentation) Kevin Tag: CRM on Outlook Tag: 16818
  - 5
    - CRM Customization Is there any way to change the basic entity names - such as instead of calling something a Contract - can it be named say for example a Loan? Similarly for other entities can they be renamed to customize as per business terminology used by the business. Any help will be appreciated. Tag: CRM on Outlook Tag: 16815
  - 6
    - Outlook Client via VPN I have a small installation with approx 10 sales people who are permanently out on the road - anyone know if I can use the Outlook client for CRM ok via a VPN connection? I assume it will work but would be glad to hear from anyone with first-hand experience. Thanks Roger Tag: CRM on Outlook Tag: 16814
  - 7
    - Activities View & Regarding Field Is it possible to see the Regarding name in the activities view? I know it is possible to exit the activity view throught the view editor e.g. http://crm/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001902} for all activities though this only allows addition of a few fields. if I look in the SavedQueryBase, the view {00000000-0000-0000-00AA-000010001902} gives a FetchXml string with the activity fields. the display text for the regarding field is available in the Activity view as the ObjectName field Can one simply add the ObjectName field to this to provide the regarding field, or it is much more complex. This is a big omission for us, as having the account name (which we populate in the regarding field of an activity would be so useful. TIA Chris Galley Tag: CRM on Outlook Tag: 16808
  - 8
    - Metadata Cache Error When trying to "Go Offline" after synchronization completes I receive the: "Metadata Cache Error" No Entity Anyone experience/solve this issue? Tag: CRM on Outlook Tag: 16804
  - 9
    - Multiple owners Is it possible to assign a account to owners Tag: CRM on Outlook Tag: 16803
  - 10
    - Required Bandwidth for MS CRM Hi, What is the average usage of network bandwidth required to run a single session of Microsoft CRM ? This information would help everyone to validate telecom infrastructure required to support Microsoft CRM. Does anyone has this type of information ? Thanks! Sylvain Bélanger Tag: CRM on Outlook Tag: 16800
  - 11
    - Sending fax Hi; I can send fax with the Outlook by writing "Fax-Server" to the to part and the fax-number to the to part of the Message as [021242345678]. Is it possible to create a e-mail template that does the same thing? Because I want to send fax to the list of customers... Alper Can Tag: CRM on Outlook Tag: 16799
  - 12
    - Add a button to Advanced Find Results Hi all; I am trying to add a button the advanced find results view. And after clicking the button I want to run my own code. Can I customize a the advanced find view and want to add a button. Is it possible? Alper Can Tag: CRM on Outlook Tag: 16797
  - 13
    - incoming Email I have a user in CRM with the email address Lisa.Simpson@Simpsons.com. If I send an email to this address, and then log in as Lisa, shouldn't I see the email under Workplace | My Work | E-Mail? Did I miss some configuration? I only can see incoming emails if I promote them, or if they are attached to a contact. I can never see them as the TO user. Please help. Thanks. Tag: CRM on Outlook Tag: 16794
  - 14
    - Automatically mail for birthdates Hi; I have tried to create a rule for accounts and contacts in order to send mail for birthdates. But I cant see the fields in the fields of these objects . And also I have tried to assign a case if the owner does not respond in 12 hours. How can I do this? Alper Can Tag: CRM on Outlook Tag: 16789
  - 15
    - Problems with Import: the company name does not get imported I am trying to import my outlook contacts in CRM. The problem is that the company name does not get imported. Am I doing something wrong? What can I do in order to fix the problem. Thanks in advance for your help, Feliks Tag: CRM on Outlook Tag: 16783
  - 16
    - Product catalog In the price list for each item we have a standard configuration: Pricing Method = Percent of List Percentage = 100 Rounding = None For the Product Item we have the list price ex. .005 Decimals Support =3 My problem is the system is rounding the .005 to .01. If I have 1000 items I need to charge .005 the total for the sale would be 5.00 instead of 100.00 (.01 * 1000). How do I solve this problem and is anyone having the same problem. Tag: CRM on Outlook Tag: 16782
  - 17
    - User with no license I thought I remember learning in CRM class that a user would be able to log into crm without having a license, but that they would not be able to see the sales and customer service modules until they were assigned a license. Can anybody confirm this? I just added a user, gave him a role, but did not give him a license. When I try to log in as him, it gives me a license error. Shouldn't he be able to just log in and see his workplace? Tag: CRM on Outlook Tag: 16776
  - 18
    - Repost: Hi I am reposting this question, So please do help. I need to access the details of a subject using the subject.retrieve Sdk method. I am able to retrieve all the details except the title column. I would appreciate if somebody could help me with the same. Regards tina . Tag: CRM on Outlook Tag: 16774
  - 19
    - Setting viewing order for email templates Is there a way to manage email templates so that they will at leats appear in alpha order when users need to find them in a list? Thankful for any Help. jtak Tag: CRM on Outlook Tag: 16773
  - 20
    - Contracts Is there any way to remove an expired contract from the Contract Screen view We have several expired contracts and would like them removed. Any help would be greatly appreciated Warm regards LisaG Tag: CRM on Outlook Tag: 16772
  - 21
    - Converting WordPerfect 5.1 file to Word Can this be done. If so, how. I would really like to preserve and use my extensive WordPerfect documents in Word. Thanks. Tag: CRM on Outlook Tag: 16766
  - 22
    - Converting Quatro Pro 5.0 file to Excell Can this be done. If so, how. I would really like to preserve and use my quatro pro files in excell. Thanks. Tag: CRM on Outlook Tag: 16765
  - 23
    - Deployment manager via command line / Add picklist on a schedule Is the following possible? Run CRM Deployment manager via a commandline interface to publish customizations. I need to automate a process and wanted to add publishing of customizations as a scheduled job. AND...thought it violates the rules, is it possible to add a new picklist item via a SQL insert statement? Trying to automate the adding of a new picklist item each week. Tag: CRM on Outlook Tag: 16762
  - 24
    - replication of multiple CRM databases Hello, I'm investrigating CRM packages and the environment I'm looking at is having two or three instllations (one in US, one in Canada and possibly one in France). The data needs to be shared to a degree (if possible) and one option I want to consider is MS SQL server replication. Ideally, so the two/three international installations can work with the same data, showing local regional settings (US$ Can$ and euro). Network infrastructure means having an installation in one central location with the other two accessing the central, shared database over the Internet would not be the most appropriate. (Though using the Internet for data replication would be OK). I understand that CRM uses replication to handle synchronization between the central db and MDSE based outlook clients for offline access. But does this hinder server replication for seperate CRM servers? Any thoughts and ideas welcome? S Conchowski Tag: CRM on Outlook Tag: 16760
  - 25
    - HELP!!! Crystal Security Services not starting When I boot the PC on which MS CRM is install it gives a error in the event viwer & CRM Security service is not started. Event Type: Error Event Source: Service Control Manager Event Category: None Event ID: 7009 Date: 10-Apr-04 Time: 9:31:10 AM User: N/A Computer: E2KSERVER Description: Timeout (30000 milliseconds) waiting for the Microsoft CRM Security Service service to connect. Any Suggestions Devesh Tag: CRM on Outlook Tag: 16759

I tried installing the sales for outlook component on
Outlook 2003 running Win XP pro. It locked up towards the
end (98% approx) during the SQL SP3. Now I try to re-
install but it said that it has to be removed before it
can be re-installed. I can't find the option to remove
from the add / remove programs. How can this be removed?

Does the email router needs to be installed before the
sales for outlook component?

TIA

Jose

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Re: CRM on Outlook by Justin

Justin
Thu Apr 15 23:48:03 CDT 2004

Try uninstalling the MSDE instance, and then delete the folders for the
MSDE, then reinstall

<anonymous@discussions.microsoft.com> wrote in message
news:1d88b01c4233c$5a7232e0$a101280a@phx.gbl...
> I tried installing the sales for outlook component on
> Outlook 2003 running Win XP pro. It locked up towards the
> end (98% approx) during the SQL SP3. Now I try to re-
> install but it said that it has to be removed before it
> can be re-installed. I can't find the option to remove
> from the add / remove programs. How can this be removed?
>
> Does the email router needs to be installed before the
> sales for outlook component?
>
> TIA
>
> Jose

Top