Books / documentation on MS CRM
Hi
Is anyone out there aware of any good sources of
documentation on MS CRM? I have read everything on the
documentation CD, and the 'Que Using MS CRM' by Laura
Brown and John Gravelly, which is good as far as it goes,
but is somewhat lightweight in several of the areas where
I have questions.
Thanks
Gill Tag: Prove the patch that came from Microsoft Tag: 8409
Installed Products
Is it possible in MS CRM to record the installed products
at a customer?
I would like to be able record the details of a product
including serial number, when we sell a product, and then
be able to search on this when the customer contacts us
for support.
Any ideas?
Thanks
Gill Tag: Prove the patch that came from Microsoft Tag: 8408
Workflow to close unrequired orders
I have a situation where I need to be able to update the
opportunity linked to a quote and then other quotes
linmked to the same opportunity. I am sure that this must
be possible using a Sales Cycle, but I am struggling to
get it to work.
The scenario is:-
An Opportunity has generated several quotes (typically
complex variations on quantity and discount levels). The
customer accepts one of these (possibly after a complex
process within his own organisation), and from this one
quote an order for the products (quantities, prices and
discount) listed on this quote is generated. On the
raising of this order I want to autoclose all the other
linked quotes, and update the opportunity to show that an
order has been raised from it.
Any ideas?
Thanks
Gill Tag: Prove the patch that came from Microsoft Tag: 8407
Modify Resolve Case
I have modified many forms in my MS CRM under Settings > System
Customization.
One form I cannot find however is the Resolve Case form which is
visible if you open a case and go to Actions > Resolve Case.
I want to predefine the list of solutions instead of letting my users
type their own value in, so reporting down the road is more
meaningful, but I cannot find that form anywhere to customize.
Can anyone assist with this?
Thanks Tag: Prove the patch that came from Microsoft Tag: 8404
Palms and/or Pocket PC
Will the next revision of CRM include tie-ins to Palms
and/or Pocket PC? Tag: Prove the patch that came from Microsoft Tag: 8403
Custom Fields
I am interested in creating fields within the CRM so that
if I have a customer that I am about to quote to, and I
find that they have other equipment that I want to store
in the CRM ... tied with the customer ... can I create
these fields and allow them to be searchable? Tag: Prove the patch that came from Microsoft Tag: 8402
Scrollbars within navigation tabs
I have created a new tab on the account form's left nav
bar that calls out to a custom web form. My problem is
that scrollbars do not appear in these custom tabs -
unlike the built in tabs. I have tried to
pass "scrollbars=1" in the WinParams parameter in
isv.config but this didn't work either. Does anyone know
how I can get scrollbars to appear in my custom tabs?
Thanks in advance for your help.
Shannon Willison Tag: Prove the patch that came from Microsoft Tag: 8400
e-commerce solution
I need some advice on what direction I should go in to
create an online catalog of products that are searchable
and interactive so a customer can enter details of what
they are looking for and continue entering info to end up
with a very specific part. My company manufactures
thousands and thousands of parts. Present catalog was
created in Pagemaker 6.5 and then converted in PDF's.
However, there is no existing database. Any suggestions
would be appreciated. Tag: Prove the patch that came from Microsoft Tag: 8394
cannot delete record...
hi,
i have received an error when i tried to delete a closed invoice; "the
record cannot be deleted because it is read-only"
any ideas? Tag: Prove the patch that came from Microsoft Tag: 8389
setting fields on forms to not editable
Hello,
I want to make the Account number field on the Account form not editable,
just like the Project number on the Case form. Does anyone here know how to
do this? I compared the attributes in the deployment manager, and they look
the same, just like the properties on the form designer.
I am going to use these fields to store Customer and Case numbers from an
external application, and so I don't want users to be able to change the
values.
Thanks,
Daniel. Tag: Prove the patch that came from Microsoft Tag: 8388
8000 byte row limit blown while adding fields to Microsoft CRM Account object.
Hi all
My customer has requested a great deal of customisation on their CRM
implementation, particularly the Account object.
As such, around 40 new fields have been added to the account object
via the Deployment Manager.
Unfortunately, we are at the point now where additional fields cannot
be added, due to us reaching the 8000 byte row limit of SQL Server!
The message in the event log is as follows: 'dmLog: New size of the
attribute ({B806C9CD-554F-4BA6-80C2-0906640276BE}) exceeds the SQL
Server row limit of 8000 bytes.'
This really leaves us in a bit of a pickle, because:
a) We now cannot add any more fields to the account object.
b) We cannot undo, delete or modify any of the previously added custom
fields - they're stuck there (so we can't free up space that way)!
In short - we're stuck with what we've got and can't go forwards or
backwards.
Can anyone suggest any methods of working around this issue - as luck
would have it we are only one field short, but it's very limiting for
the future if we're stuck with this limit.
Andrew
Andrew Volz
Senior Consultant
Senetas Group
Phone +61 3 9820 1988 | Mobile 0409 795 537 | Facsimile +61 3 9821
4899
Level 1, 11 Queens Road, Melbourne 3004, Australia Tag: Prove the patch that came from Microsoft Tag: 8380
manipulating CRM database directly
Hi,
I would like to create a program to access the crm metabase database for
updating the callout subscriber settings.
Currently the metabase database name is adventure_cylcle_works_metabase.
How can i get the database name for the same for any crm installation.
Will it be of the pattern <<CRM_Organization_Name>>_Metabase
In that case where and how will I get the name of the organization.
I guess, from the active directory. If so what is the attribute that i need
to ask for.
it would be great if I get the connectionstring for crm metabase database
using with the SqlConnection object
hope somebody have understood my problem.
thanks in advance
rojer Tag: Prove the patch that came from Microsoft Tag: 8378
Microsoft CRM Standard
All,
Need a copy of Microsoft CRM Sales Standard, Trial or
Demo to evaluate . Tag: Prove the patch that came from Microsoft Tag: 8371
undeliverable mail
I keep getting message in outlook express telling me that
my mail was undeliverable. I did not send it in the
first place. Why am I getting these messages? Maybe 3-4
a day. It is annoying! Thanks! Tag: Prove the patch that came from Microsoft Tag: 8369
Error loading CRM folders in Outlook 2003
I'm currently testing CRM in an SBS 2003 domain running
Office 2003. I recieve an error after installing the CRM
Sales on a client with Outlook 2003. It states: "Error
loading CRM folders". I can't seem to track down the
error in the event logs and CRM seems to work anyway, but
I'm still in the early parts of testing to I'm sure I
will run into a issues sooner or later.
Thanks,
Mike Tag: Prove the patch that came from Microsoft Tag: 8365
scrollbars in the frame
I am running my own small app in a frame using isv.config
settings. How can I put scrollbars on my window? Tag: Prove the patch that came from Microsoft Tag: 8359
Activities Relationship (MSCRM Database)
Would someone mind looking at the ActivitesBase table and tell me what
relationships they have for this table?
Thanks!
Kristina Tag: Prove the patch that came from Microsoft Tag: 8355
CRM with SBS 2003
I'd like to get CRM 1.0 up and going and also SBS2003. Has anyone
done CRM on W2K server as a member of SBS 2003 network? Any issues? Tag: Prove the patch that came from Microsoft Tag: 8351
Happy Halloween everybody!
Hope everybody has a great Halloween!
Me, I'm dressed up as MSCRM 1.0. I have a yellow
GP 'walk the talk' T-shirt, cut full of holes...
I didn't make as many holes as the product, of course,
because it would not look good to have a half-naked
consultant walking around the building...
Let's hope 1.2 is a treat and not a(nother) trick....
Yeah, like I'm gonna sign it... Tag: Prove the patch that came from Microsoft Tag: 8344
CRM 1.2 on MSDN Downloads
Hi,
Anyone know when the next version of CRM will be available on MSDN
downloads?
Will it require WinServer2003?...Sharpoint Portal Server or Windows
Sharepoint Services?
Thanks,
Josh Tag: Prove the patch that came from Microsoft Tag: 8335
cannot seem to find any simple help from microsoft
On occassion I get business email with attachments that
will not open. Message says Viewer not available in pop
up window from Microsoft that will not go away without
clicking on the yes button,( I suggests to go to
ActiveXGallery) ( it goes to microsoft homepage) Which
programs can I download to solve this problem?
I cannot get any online help from MS without signing up
for some *** email.
( possibly another solution is to write a program that
would make microsoft dissappear entirely out of our lives
Thanks if you could help. Tag: Prove the patch that came from Microsoft Tag: 8334
CRM Custum Apps out there...
I read about custom apps en a lot of developing going on...
Is there a list of custom apps??? Or can you tell me about your custom app.
Only CRM based please...
Regards,
Robert Tag: Prove the patch that came from Microsoft Tag: 8332
Crystal Reports problem trying to filter list of Accounts
Hi there,
We are running an Account report and trying to filter the list. When it
tries to filter, it comes back with this error:
CFBMailListBRCF is a custom field. It allows us to choose the field to
filter by and choose whether is equals Yes or No. But when you apply the
filter it errors.
Crystal Reports Error The error message returned is: Error in formula .
'({contact.ownerid} = '{87F5EF7C-EB5A-471D-AE51-AB843922442F}' and
CDbl({contact.CFBMailListBRCF}) = 1)' This field name is not known.. File
b90307a31a3a634.rpt. [On Cache/Page Server: CRMSERVER1.pageserver]
Any ideas?
Thanks,
Shawn Fletcher
Success Computer Consulting
shawnf@sccnet.com Tag: Prove the patch that came from Microsoft Tag: 8331
CRM 1.0 Crystal Print report error
Hi
I am trying to use the builtin crystal reports and every report is coming
back with the below error any advice on how to solved this? Regards J
Error encountered by Crystal PageServer
----------------------------------------------------------------------------
----
The error message returned is:
Error detected by database DLL. [On Cache/Page Server: CRMSERVER.pageserver] Tag: Prove the patch that came from Microsoft Tag: 8330
CRM error in Windows 2003
I have installed microsoft CRM and the registration key
from our action pac subscription in windows 2003. Every
time i try and add any information i get the folowing
error:
Server Error in '/' Application.
-----------------------------------------------------------
---------------------
A potentially dangerous Request.Form value was detected
from the client
(crmFormSubmitXml="<account><name>ggm</...").
any ideas? Tag: Prove the patch that came from Microsoft Tag: 8322
Deployment Manager
Until you enter your first license key, you must be
logged into the OS under the same login that you
designated as the Admin login for CRM. Tag: Prove the patch that came from Microsoft Tag: 8321
sale for outlook
crating a task in sales for outlook client using the CRM
task button only makes a task in outlook folder, and does
not make a crm task. but in the oulook folder its
classified as a crm task. Any help would be Appriciated .
outlook 2002. arggg Tag: Prove the patch that came from Microsoft Tag: 8320
Customize Reports
I am looking to find out how we can customize reports
that are in CRM. What will I need to accomplish this
task? Tag: Prove the patch that came from Microsoft Tag: 8317
notes / attachments not migrating when lead is converted
I am building out our processes right now. When I put
notes/attachments on a lead and then convert it to an Opportunity /
Account / Customer - it disappears... anyone know what could be
causing this...
I looked to see if there was some mapping info under the deployment
manager but could not find anything...
Thanks!
Laurie Tag: Prove the patch that came from Microsoft Tag: 8315
problem trying to install sales for outlook client
I am trying to install the "sales for outlook" client on 2 brand new
machines, and it will not go beyond installing msde. The error message
I get is:" Setup failed to configure the server. Refer to the server
error logs and setup error logs for more information".
This is what I managed to get from the error log:
003-10-30 11:48:30.37 server Microsoft SQL Server 2000 - 8.00.760
(Intel X86)
Dec 17 2002 14:22:05
Copyright (c) 1988-2003 Microsoft Corporation
Desktop Engine on Windows NT 5.0 (Build 2195: Service Pack 3)
2003-10-30 11:48:30.39 server Copyright (C) 1988-2002 Microsoft
Corporation.
2003-10-30 11:48:30.39 server All rights reserved.
2003-10-30 11:48:30.39 server Server Process ID is 1872.
2003-10-30 11:48:30.39 server Logging SQL Server messages in file
'C:\Program Files\Microsoft SQL Server\MSSQL$CRM\LOG\ERRORLOG'.
2003-10-30 11:48:30.41 server SQL Server is starting at priority
class 'normal'(1 CPU detected).
2003-10-30 11:48:30.63 server SQL Server configured for thread mode
processing.
2003-10-30 11:48:30.65 server Using dynamic lock allocation. [500]
Lock Blocks, [1000] Lock Owner Blocks.
2003-10-30 11:48:30.83 spid3 Warning ******************
2003-10-30 11:48:30.83 spid3 SQL Server started in single user
mode. Updates allowed to system catalogs.
2003-10-30 11:48:30.90 spid3 Starting up database 'master'.
2003-10-30 11:48:32