Questions about MS CRM 3.0 PART 2

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- Previous
  - 1
    - Questions about MS CRM 3.0 Hi, a) We have different external and internal email addresses. Will the CRM system be able to reconcile/deal with these? (for example, my external address is abe.lincoln@foo.com, but my internal address is abe.lincoln@ny.foo.com) b) Will MS CRM be able to track more than one email address of a client? i.e. the contact has a work email and a home email. c) how does the CRM plugin for exchange work? Does it involve some sort of exchage rules? If it is rules, is there anyway for users to prevent the plugin from working by modifying/deleting the rules? d) if I send a CRM email, is SMTP involved? if so .. does MS CRM support SMTP AUTH commands or does MS CRM just send email pretending to be me? e) does the CRM Plugin for exchange allow normal Exchange journaling of email to continue to function? f) would any emails get around the exchange journaling function? Thanks for any help, Soon to be CRM Implementor Tag: Questions about MS CRM 3.0 PART 2 Tag: 44573
  - 2
    - Advanced Find Queries - Combine Account and Contact fields... How will CRM 3.0 improve the "Advanced Find", so you can combine search and account fields in one search, like the c360 SearchPac for Microsoft CRM can do? Is there any information about that? If not, will the "c360 SearchPac for Microsoft CRM" work with CRM 3.0 too, or do I have to buy a new version, after upgrading to CRM 3.0? Tag: Questions about MS CRM 3.0 PART 2 Tag: 44572
  - 3
    - possible to enumerate page numbers? Hi, If any CRM object has big data(let's suppose that Opportunity has 50000 data), in the View, you can see those data by page number..... However, by default, it only navigates by one page...In other words, if I want to see 15 page, I should click 15 times to look at the page... Any way page number can be customized via CRM system customization?... I couldn't find it... For example, if I want to have viw something like this... 1 2 3 4 5 6 7 ..........(Would be last number of page number) In this way, if I want to look at the 15 page, I only need to click 15 number... Thanks. ..................................................................TJ Tag: Questions about MS CRM 3.0 PART 2 Tag: 44571
  - 4
    - Cannot access page after CRM 1.2 install? I have a Windows sbs2003 that is the DC (has to be) of the domain. I have just added a second member server to the domain. The member server has Windows 2003 SP1 and SQL 2000 SP4 installed. I am attempting to install CRM server but cannot access the \\localhost web site after the install. I do get the Crystal services errors during the install but this is fixed by adjusting the DEP settings. If I go to \\crmweb after the install, I recieve a login window that (after 3 unsuccessfull attempts), comes back with a Page cannot be found 404 error. I have unistalled and reinstalled CRM twice now, really don't like doing that. Anyone have any success getting through this?? I read a similar post where the server was "scrubbed", Win 2003 reinstalled, THEN CRM installed (successfully) and THEN SP1 installed and CRM still worked. This not really an option in my case, have Accpac running on SQL already........ Thx in advance for any help with this, L Tag: Questions about MS CRM 3.0 PART 2 Tag: 44570
  - 5
    - Date Formats Folks How do I go about changing the date formats from the default to English UK? Regards Gavin Tag: Questions about MS CRM 3.0 PART 2 Tag: 44562
  - 6
    - Export email addresses? (somewhat urgent) This is a fairly urgent question - we are closing our business for the hurricane and want to send an email to our clients letting them know of our closure. This email needs to come from a person in our company who is not on CRM, therefore, I can't do a CRM email. So, I need to export selected email addresses in a format that can be sent to someone else (Excel, Word???) so they can copy & paste it into an email. How do I do this?? HELP! Thank you! Andrea Tag: Questions about MS CRM 3.0 PART 2 Tag: 44547
  - 7
    - Problem with e-mail templates Hi, I have two problems with my e-mail template: Handling of pictures: - How do I instert pictures in a e-mail template and how do I see the design? - In one e-mail I sent out I did a cut and past from an ordinary e-mail including pictures. When I did past in the e-mail in the template I could not see any pictures. However when the e-mail was sent of it included the pictures in a way that made the e-mail look very bad. How do I avoid this? Invisible text: - I made a new template and tried to send it off. But when it was recieved by the reciepient the text was not visible. The text was only visible when the e-mail came up as an alert in the lower right corner. Support would be appreciated. Mattias Tag: Questions about MS CRM 3.0 PART 2 Tag: 44542
  - 8
    - The request failed with HTTP status 401: Unauthorized. Hi, I want to test the CrmIncident.Retrieve method ,but i get this message : The request failed with HTTP status 401: Unauthorized. bool result = false ; // strServer should be set with the name of the platform Web server string strServer = "success"; // virtualDirectory should be set with the name of the Microsoft CRM // virtual directory on the platform Web server string virtualDirectory = "mscrmservices"; string strDir = "http://" + strServer + "/" + virtualDirectory + "/"; // BizUser proxy object Microsoft.Crm.Platform.Proxy.BizUser bizUser = new Microsoft.Crm.Platform.Proxy.BizUser (); System.Net.ICredentials credentials = new NetworkCredential("administrator","1Ecom2005","Ecomp"); bizUser.Credentials = credentials ; bizUser.Url = strDir + "BizUser.srf"; // CRMIncident proxy object Microsoft.Crm.Platform.Proxy.CRMIncident incident = new Microsoft.Crm.Platform.Proxy.CRMIncident(); incident.Credentials = System.Net.CredentialCache.DefaultCredentials; incident.Url = strDir + "CRMIncident.srf"; string strErrorMsg = ""; string strIncidentId = oId; try { Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI(); // Set up the columns that you want to retrieve // Set up the columns that you want to retrieve string strColumnSetXml = "<columnset>"; strColumnSetXml += "<column>incidentid</column>"; // Put the incidents in order by contract strColumnSetXml += "<ascend>contractid</ascend>"; // Filter the incidents strColumnSetXml += "<filter column='title' operator='like' value='incident1,incident1)*' />"; strColumnSetXml += "</columnset>"; // Now retrieve the incidents strErrorMsg = incident.Retrieve(userAuth, strIncidentId, strColumnSetXml); result=true; } catch (System.Web.Services.Protocols.SoapException err) { // Process the platform error here strErrorMsg = ("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source ); } catch (Exception err) { // Process other errors here strErrorMsg = ("ErrorMessage: " + err.Message ); the message in subject line is the exception errormessage,what am I doing wrong,the crm server is on a domain controller ,i have put my machine on the domain where my project is an asp.net project is something wrong in code,web.config,or settings on server....?? Please Help, Regards, Mandar Tag: Questions about MS CRM 3.0 PART 2 Tag: 44541
  - 9
    - Help Me Please! Anyone know where I can get someone who understands the product and can help me configure it? I've had horrible luck with VARs. Tag: Questions about MS CRM 3.0 PART 2 Tag: 44540
  - 10
    - Server Admnistrator Password Change We want to change the Administrator password on a SBS2003 box running CRM 1.2. When we do this it knock out CRM though - have gone into the various CRM services + SQL and entered new Administrator Password but still CRM wont load with new password? Must be something I'm missing here that I need to set - any advice please? Thanks Roger Tag: Questions about MS CRM 3.0 PART 2 Tag: 44537
  - 11
    - Installation Hi, I'm trying to install CRM Server 1.2 on a Windows 2003 Server. A the end of the installation, a messagebox show the following errors: Setup was unable to install Microsoft CRM Server. Setup was unable to provision your organization. Setup was unable to create the root business. In the Event Log, the installation seem to success. The setup log (root of the disk) end is : [10:44:01] HrProvisionBusiness for {8695A31D-02B6-43B0-B2F9-C75D696A671D} [10:44:41] HrProvisionBusiness failed to create root business. hr: 0x8000FFFF [10:44:41] Setup was unable to create the root business. [10:44:41] Setup was unable to provision your organization. The serveur is Windows Server 2003 Standard Edition with SP1. SQL Server 2000 SP3 is installed on the same server. Active Directory is in Native Mode. What could explain the errors ? Thank for help Tag: Questions about MS CRM 3.0 PART 2 Tag: 44535
  - 12
    - Bass-Ackwards After 15+ years of Real CRM usage. I cannot begin to relate how frustrating Microsoft "CRM" is to use. We have just made a no-turning-back investment in this monster and every bit of logic that I "Normally" would have expected from a Microsoft product is just not here in its CRM. I cannot belief the extra steps my users need to execute for simple tasks: No autodating activities, no "Non-appointments" on a calender (God help you if you have a in-office conference call conflict with an appointment 45 minutes away), so many "Catch-22's" it's unbelievable, redundant fields, any global change needs to be published (as opposed to 'seeing' the changes when you next login), absolutely no simple effective tools for mass marketing, must have an CRM for Outlook to write a letter,and on and on. Cheezes Gripes! And there is no training available!!!! Our VAR could barely teach us our own customizations (which we had to do a lot of because of the multitude of MSCRM defficiencies) before those customizations fell apart. And now they want to bill us for trying to get them to work again in MSCRM....but I digress. Their "trainer" was not even a CRM user!!!!! I tried another local MSCRM reseller because their website reports training.....they've never sold a license yet....so no one's even requested a MSCRM class. I surly hope that this long overdue new version addresses these sins against common sense. It has been a [too] long wait!!!! Vented (whew) KYTFLYR Tag: Questions about MS CRM 3.0 PART 2 Tag: 44534
  - 13
    - Where are Attachments Stored? I have attached a number of documents in Notes on various accounts, and I have restored the entire database to my DR Site. Happily, everything is working as expected, and I see the attachments in the backup installation. However, I am not sure whether they are stored as binary files in the database and are being backed up and restored with the database, or whether they are stored as some kind of link. I see the entries in the AnnotationBase table. Does anyone know where the physical file from an attachment is stored? I want to make sure that if my primary server is unavailable, the backup copy will still be downloadable and readable. If nobody knows, I will shut down my primary server after hours and then make sure that the attachments are still there, but it would sure help if anyone can shed any light on this. Thanks. Bernard Spanger Reluctant part-time CRM Administrator :) Tag: Questions about MS CRM 3.0 PART 2 Tag: 44533
  - 14
    - Update Microsoft CRM to work on Microsoft Windows XP Service Pack Hi! Somebody knows, How I can update Microsoft CRM to work on Microsoft Windows XP Service Pack 2? Exist a link with information but I do not understand where and how finding that update? https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;EN-US;870635#appliesto Thaks! Tag: Questions about MS CRM 3.0 PART 2 Tag: 44532
  - 15
    - getting the account id when I have the incident id from url querystring Hi, How to get the account id for a case when I have an incident id obtained from the request,and then say... get details like faxnumber for an account,is this a valid question ??I see an CRM Incident.Retrieve method to read the incident table perhaps,there is a foreign key, Regards, Mandar Agashe. Tag: Questions about MS CRM 3.0 PART 2 Tag: 44529
  - 16
    - xml parser error: xml document must have a top level element hi, when deleting an invoice or order i receive the following error message: "xml parser error: xml document must have a top level element" when running sql profiler trace during the procedure, i can see that the following t-sql-statement: update Invoice SET ModifiedBy=N'{1D3ACF63-3D76-49AE-AC90-A6FEB6113545}',ModifiedOn=getutcdate(),DeletionStateCode=2 Where InvoiceId='{45280801-F8C6-4F7E-BC01-DBF3F8FDF701}' and then IF @@TRANCOUNT > 0 ROLLBACK TRAN to me it looks as if the transaction is rollbacked hereby (due to the xml parser error), but i can not understand why. deletion service is working fine so far. any hints are welcome thanks, fritz -- Fritz Theiss Tag: Questions about MS CRM 3.0 PART 2 Tag: 44524
  - 17
    - large email attachment Hi, all. My useres have to attach documents which may have up to 8MB to EMails. When they try to send them, an error appears: System.Http.Exception: timeout [HttpException (0x80004005): Zeit für Anforderung überschritten] which means "timeout" Nevertheless the email is sent, but it's status is still open in CRM. I have modified the registry of the server already. emaildispatchtimeout = 0x12c maxuploadfilesize=0x00855000 EMails with such attachments could have been sent without problems until I've updated my server with SBS SP1. Any ideas? Regards Jürgen Germany Tag: Questions about MS CRM 3.0 PART 2 Tag: 44523
  - 18
    - crmaddin.dll and duplicity of contacts Is the following scenario possible? - SFO user goes offline. He is in a hurry, so he aborts the sync process. - The user is back in the office again. He canÂ´t use SFO, so the administrator takes away and adds back again the crmaddin.dll (in Outlook, Tools, Options,...COM add-ons) - all Contacts from Outlook Contact Folder are imported into MS CRM and makes duplicity records - the user doesnÂ´t do absolutely nothing - duplicity records are imported only with some data (name, middle name, mobile phone,...), data in user defined fields are not imported, boolean user defined fields are empty (T/F is missing - while in new added records in MS CRM boolean fields are not empty) Is it possible? Or the user must done import of contacts (from CRM menu Tools/Import)? [I donÂ´t know if it happened by the first attempt to go offline. I donÂ´t know, how looked user`s Outlook Contact Folder before this attempt.] -- thanks, Ivana Tag: Questions about MS CRM 3.0 PART 2 Tag: 44521
  - 19
    - Installing CRM Dear Colleagues My environment is the following: - 1 Windows 2000 Test Server (Will be used as the CRM Server and the SQL Server) 1 Exchange Server 2 Domain Controllers Approx 40 Workstations I currently have the CRM Deployment guide, but I have encountered various problems when I have tried to install CRM on my 'Test Server', and the deployment guide has not been too helpful, some of the problems that I have encountered are concerning, â?¢ SQL Server 2000: choosing or creating a new database â?¢ IIS: not being able to log into or even view the default CRM website â?¢ Removing CRM Completely from the Server, including the database Does anyone know of alternative DOCUMENTATION, which explains the installation in full and actually getting CRM to work, and also for troubleshooting the problems that I have listed above. Any Advice or recommendations would be much appreciated. Kind Regards Brunodj Tag: Questions about MS CRM 3.0 PART 2 Tag: 44520
  - 20
    - Anyone Return Product? Do you like it? I was curious to know if anyone has returned it? The product seems like it has great potential, but I'm having trouble importing my data and I find I am unable to get help anywhere. Am I alone? Are my problems just a startup hurdle? Our CRM provider is not very knowledgeable about the product and I fear long-term maintenance problems when a problem arises. Tag: Questions about MS CRM 3.0 PART 2 Tag: 44517
  - 21
    - Not incoming external mail to CRM queue Hi, I have read the Implementation guide, and have done exactly as they have said. I have created a disabled user as per the spec and done both CRMEmailEnabled and "Associated External" on the exchange advanced in AD. I have created the queue and set the labels correctly. I am not sure what else i could be missing. I canÂ´t receive email from external domain to CRM queue. Microsoft Exchange Server 2003 infrastructure work very good... Thank, Tag: Questions about MS CRM 3.0 PART 2 Tag: 44513
  - 22
    - Removing The Sales for Outlook Client How I can remove The Sales for Outlook Client? I try from Adding/Remove Programs but it removed inadequately and some components remained by there. Now I cann't installer the aplication again. How I can do it? Thanks for all! Tag: Questions about MS CRM 3.0 PART 2 Tag: 44512
  - 23
    - Removing The Sales for Outlook Client How I can remove The Sales for Outlook Client? I try from Adding/Remove Programs but it removed inadequately and some components remained by there. Now I cann't installer the aplication again. How I can do it? Thanks for all! Tag: Questions about MS CRM 3.0 PART 2 Tag: 44506
  - 24
    - Security Descriptor in Subject line Hi, When sending from CRM or SFO there is a CRM{descriptor}MRC added to the subject line. Is this by design? Can it be removed? Does it mean there is something wrong with the install? Thank You, Tag: Questions about MS CRM 3.0 PART 2 Tag: 44503
  - 25
    - CRM 3.0 and Price List Upgrading Hi, Does anyone know if CRM 3.0 will have a mechanism to update large price lists and/or multiple price lists? We have CRM 1.2 and have 4 price lists, each having about 1200 items. We have an upcoming price list change - happens each quarter, and to do them manually takes days. I hope Microsoft has incorporated something like this into 3.0. Any info would be helpful. Thanks! Shauna Tag: Questions about MS CRM 3.0 PART 2 Tag: 44500
- Next
  - 1
    - user id or team id is missing Thanks to everyone's help I've been able to import into the CDF/DMF successfully (or so I believe). However when weh I run the Migration tool, I receive for what appears to be every record: The user id or team id is missing. My users have licenses. I've run ListUmappedUsers and there are no unmapped users. I've run MapUser for all bad users previously. I'm not sure what this means and how to import my data. Please help. I've seen other similar posts, but no clear resolution. Tag: Questions about MS CRM 3.0 PART 2 Tag: 44499
  - 2
    - CRM Installation Dear Colleagues My environment is the following: - 1 Test Server (Will be used as the CRM Server and the SQL Server) 1 Exchange Server 2 Domain Controllers Before my initial attempt to install CRM, the Test Server already had SQL Server 2000 installed and both SQL server and agent were both started, with multiple instances. When I installed CRM for the first time the first problem I encountered was the CRM installation could not find a SQL Server database, after reading the deployment guide again I realised that Microsoft CRM can only support what is known as a â??Default Instanceâ?? of SQL server. To overcome this problem, because it was a test server I un-installed SQL Server, and followed the CRM deployment guide to installing SQL Server, â??but would not like to do that in the futureâ??. After I installed CRM Successfully I encountered the following problems: - â?¢I accessed IIS on the Test server Selected the CRM website I made a choice to browse the site I then was prompted for a USERNAME, PASSWORD and DOMAIN NAME. I tried to access the site using the Domainâ??s Administrators Username first then I tried the CRM Admin Username, and both didnâ??t work? I have now un-install CRM from the test server completely and now I would like to know what pre-requisites in full are there for installing CRM, concerning the following: - â?¢IIS (Default Website) â?¢SQL Server Also â?¢Is there any way I could create a default instance of SQL Server without doing a re-installation of SQL Server?? â?¢And what exactly is a Default instance of SQL?? Tag: Questions about MS CRM 3.0 PART 2 Tag: 44495
  - 3
    - Information is needed befor this report can be processed I am using CRM 1.2 on SBS 2003 Prem. I have had crm installed for about 7 months and the client has just decided to use the software. I installed using the CRM installation basics book (followed evrithing to the letter except names and passwords). when the customer tries to generate a report (Client report, Account report, etc.) they recieve the following error: "Information is needed befor this report can be processed" on the Crystal reports screen. CRM has also been running very slow. The server is a Dell with Dual XEON 2.4, it has 2GB Ram, and Raid 5 HD configuration 3x75GB with plenty of free space. Please help and thank you -- KB Tag: Questions about MS CRM 3.0 PART 2 Tag: 44493
  - 4
    - Inactive Leads We had a consultant import about 2700 leads in to CRM at one point. We never did anything with them so they remained in CRM. There is a view called Inactive Leads and this is where they all reside. My process or processes in CRM makes a Lead show up in the Inactive view. Every action I take on an Active Lead closes the Lead and places it in the Closed Leads view. It may have been from the import, I just can't figure out how to make a Lead become Inactive. Tag: Questions about MS CRM 3.0 PART 2 Tag: 44490
  - 5
    - sales outlook client install problem When trying to install the outlook client I get the following error in the MSDE log. I have tried to manually install MSDE but after the install problem starts it just goes away without completing. Any ideas? MSI (s) (24:44) [09:29:25:253]: Doing action: UpgDetectBlankSaLogin.2D02443E_7002_4C0B_ABC9_EAB2C064397B Action ended 9:29:25: InstallValidate. Return value 1. MSI (s) (24:CC) [09:29:25:273]: Invoking remote custom action. DLL: C:\WINDOWS\Installer\MSI12.tmp, Entrypoint: UpgDetectBlankSaLogin Action start 9:29:25: UpgDetectBlankSaLogin.2D02443E_7002_4C0B_ABC9_EAB2C064397B. SOFTWARE\Microsoft\Microsoft SQL Server Setup.{E09B48B5-E141-427A-AB0C-D3605127224A} TempFolder is C:\DOCUME~1\ADMINI~1\LOCALS~1\Temp\{E09B48B5-E141-427A-AB0C-D3605127224A}\ Loading extended custom action library C:\DOCUME~1\ADMINI~1\LOCALS~1\Temp\{E09B48B5-E141-427A-AB0C-D3605127224A}\sqlcax.dll SOFTWARE\Microsoft\Microsoft SQL Server Setup.{E09B48B5-E141-427A-AB0C-D3605127224A} Starting custom action UpgDetectBlankSaLogin() Entering Function MyMsiEvaluateCondition MsiEvaluateCondition for VersionNT returned TRUE End Function MyMsiEvaluateCondition An error was encountered during connection to server: 3. Tag: Questions about MS CRM 3.0 PART 2 Tag: 44488
  - 6
    - CRM Installation problem with ASP.NET Hi all, I get the following error on installation... Setup was unable to install Microsoft CRM Server. Setup was unable to configure the Web services that are using ASP.NET The path specified cannot be used at this time(80070094). Installation is on a virtual server on Windows 2003. SQL SP4 and DC are on different physical Windows 2003 servers. This has happened on two seperate virtual machines, both Windows 2003 member pre-SP1 Belo is the setup log for ASP.... 13:08:38] AspNetConfigurator: Configuring the ASP.NET worker process... [13:08:38] AspNetConfigurator: DotNetVersion=v1.1.4322;CRMRootDir=c:\inetpub\wwwroot;CRMWebRoot=/LM/W3SVC/1/ROOT;IdentityType=3;UserName=DOMAIN\SERVICE_ACCOUNT;UserPass=***** [13:08:38] AspNetConfigurator: Detecting IIS version... [13:08:38] AspNetConfigurator: IIS version: 6.0 [13:08:38] AspNetConfigurator: Detecting IIS mode (default or isolation)... [13:08:38] AspNetConfigurator: IIS 5.0 isolation mode enabled: 0 [13:08:38] AspNetConfigurator: Creating the CRM_WPG local group... [13:08:38] AspNetConfigurator: Adding the group to the local policies... [13:08:38] AspNetConfigurator: Access this computer from the network. [13:08:38] AspNetConfigurator: Log on as a batch job. [13:08:38] AspNetConfigurator: Log on as a service. [13:08:38] AspNetConfigurator: Impersonate a client after authentication. [13:08:38] AspNetConfigurator: Assigning NTFS permissions to the group... [13:08:39] AspNetConfigurator: Full access to C:\WINDOWS\Microsoft.NET\Framework\v1.1.4322\Temporary ASP.NET Files\ [13:08:39] AspNetConfigurator: Read, Write, Delete access to C:\WINDOWS\Temp [13:08:44] AspNetConfigurator: Read access to c:\inetpub\wwwroot [13:08:44] AspNetConfigurator: List Folder / Read access to c:\inetpub [13:08:44] AspNetConfigurator: Read access to C:\WINDOWS\Microsoft.NET\Framework\v1.1.4322\ [13:08:45] AspNetConfigurator: Read access to C:\WINDOWS\assembly [13:08:48] AspNetConfigurator: Read access to C:\WINDOWS\system32\ [13:08:48] AspNetConfigurator: Assigning registry permissions to the group... [13:08:51] AspNetConfigurator: Identity type: 3 [13:08:51] AspNetConfigurator: Adding the specified user account to the CRM_WPG group... [13:08:51] AspNetConfigurator: Adding the specified user account to the IIS_WPG group... [13:08:51] AspNetConfigurator: Creating and configuring the CMRAppPool application pool... [13:09:21] Setup was unable to configure the Web services that are using Microsoft ASP.NET. [13:49:01] ===========> Microsoft CRM Server setup completed: 9/20/2005 13:49:1 : 0x80070094 Any help appreciated Tony Tag: Questions about MS CRM 3.0 PART 2 Tag: 44487
  - 7
    - Sent Date of Promoted into CRM Email When I promote an email to CRM, the date created field is that of the date I promoted the email into CRM, and not the date the email was sent or received into Outlook. For example, I receive an email from a client on September 1, I don't promote it until September 7, even though the client sent it on September 1, in CRM it shows as having been created September 7. Does anyone have a way or know of an add-on that I can capture the original received date in CRM? Right now my only solution is to automatically route all incoming email to CRM, and really rather not have to do that. Thanks in advance for any solutions. -- Nick Tag: Questions about MS CRM 3.0 PART 2 Tag: 44486
  - 8
    - Keystrokes intermittently missed Has anyone else seen a problem with keystrokes such as Alt+F not working intermittently? Tag: Questions about MS CRM 3.0 PART 2 Tag: 44482
  - 9
    - Sales people accounts Hi How can I define accounts under account managers ? In our organization, sales people are responsible from their own accounts (customers). Can I define that X account is Jane's account ? Best Rgds. Tag: Questions about MS CRM 3.0 PART 2 Tag: 44475
  - 10
    - Send Email Template to both emailaddress1+emailaddress1 Hello, In the Contact record there are two email addresses (that are default in the crm system) email1 - his schema fields name is "emailaddress1" email2 - his schema fields name is "emailaddress2" when we send an email to contacts by using Email Template the email sent to email1 (emailaddress1). is there an option to decide which email adresses the email template will use? OR is there an option to use both addreses (the email template will send to both emails addreses - email1 + email2) best regards, Amir Levi Tag: Questions about MS CRM 3.0 PART 2 Tag: 44472
  - 11
    - Training Manuals anybody have training manuals for MS CRM Certification. I did alot in MS CRM in following areas 1- MS CRM Application Development 2- Customization 3- Installation/ Configuration/TroubleShooting. Need Training manuals. Plz send to me... ASAP. Thanks, .Net (MVP). Tag: Questions about MS CRM 3.0 PART 2 Tag: 44471
  - 12
    - Account Views Order Is there any way of manually setting the order in which views are displayed in the drop down box for Accounts? We've created a number of similar views all starting with the word "account" followed by a username (eg: Account - Joe Bloggs etc..) and ideally want them displayed in the list together alphabetically but at the moment they're all mixed in with other views in no logical order. It's not a major problem but would make the system more user friendly if we could have all these views together in the list, is this possible? Thanks, Steve Tag: Questions about MS CRM 3.0 PART 2 Tag: 44463
  - 13
    - SFO replication I get this error in my SQL Replication pleas help The schema script '\\SQLServer01\MSCRMSnapshotShare\unc\SQLServer01_Adventure_Holdings_Pty_5cee1afe_CRMPub-Adventure_Holdin97eb8e60\20050913105133\CustomerAddressBase_5.sch' could not be propagated to the subscriber. (Source: Merge Replication Provider (Agent); Error number: -2147201001) --------------------------------------------------------------------------------------------------------------- The process could not read file '\\SQLServer01\MSCRMSnapshotShare\unc\SQLServer01_Adventure_Holdings_Pty_5cee1afe_CRMPub-Adventure_Holdin97eb8e60\20050913105133\CustomerAddressBase_5.sch' due to OS error 5. (Source: Bot01\CRM (Agent); Error number: 20143) --------------------------------------------------------------------------------------------------------------- Access is denied. (Source: (OS); Error number: 5) --------------------------------------------------------------------------------------------------------------- Tag: Questions about MS CRM 3.0 PART 2 Tag: 44462
  - 14
    - Cannot publish or export in Deployment Manager When I click on "Publish Customization" or "Export Customization" I get an error: Runtime Error! Program: C:\windows\system32\mmc.exe This application has requested the Runtime to terminate it in an unusual way. Please contact the application's support team for more information. Has anyone experienced a similar problem? What can be causing this, it was working before? Thanks in advance, Bilge Gul Tag: Questions about MS CRM 3.0 PART 2 Tag: 44461
  - 15
    - Upgrade from Win 2003 Server to SBS Prem Hi, I have the following problem: In the moment CRM1.2 runs on a Server 2003, the SQL Server is on the same machine and Exchange 2000. The thing we plan is to 'upgrade' the Win2003 to Win SBS Prem and Exchange should be transported to SBS too. It should be a one box solution then. Does Microsoft provide a chacklist for that case - or could someone give me some details about critical points!? Thanks for help, Bernd Michitsch Tag: Questions about MS CRM 3.0 PART 2 Tag: 44457
  - 16
    - adding button on edit.aspx and calling external .net web service in event handler Hi, In the case section in Microsoft CRM Server if I open through web site in iis,I go to the edit.aspx and try adding a button server control or html control button,asp.net control addition gives error,because perhaps the formbase is a custom control refrenced through assembly,so I am looking to add a button on the page from where I can call a web service to send a fax,is it possible through isv config file,this is my first day in office with this server,I get errors in the case screen when i add aspx button to edit.aspx,the whole form seems to be made from 3 custom controls thru 3 assembly files,can you suggest how to tackle this problem Thanks , Mandar Agashe. Tag: Questions about MS CRM 3.0 PART 2 Tag: 44448
  - 17
    - languages On the topic of languages, this list of available languages you gave does not include Korean. If microsoft CRM is not available in Korean, do you know of a similar CRM solution that is available in Korean? Tag: Questions about MS CRM 3.0 PART 2 Tag: 44441
  - 18
    - holding the control key down does not highlight let' say that I am selecting multiple accounts to change their assignment. I want to select # 1, 2, and 5. I can highlight 1 and 2 find with the shift key or control key. If I try to use the control key to highlight #5 it will not highlight. It opens a new IE window. I thought this was something to do with the google toolbar but I have uninsalled it to test and stil have the same problems. It appears to only happen in CRM. Anyone have any ideas? Tag: Questions about MS CRM 3.0 PART 2 Tag: 44437
  - 19
    - Deactivating an account does not deactivate the contacts? I was asked by a user why, when an account is deactivated, the contacts are not deactivated as well. I had never noticed this but can not seem to find any information on this. Has anyone else experienced this and if so, is this correct? Tag: Questions about MS CRM 3.0 PART 2 Tag: 44435
  - 20
    - Security Roles for Records I cannot see the record Opportunities since accidentally it clears all the permissions to crmadmin and cannot assign them again. What I can do for being able to accede again to this record? Thanks! PD: Excuseme by my bad English! Tag: Questions about MS CRM 3.0 PART 2 Tag: 44432
  - 21
    - roles wanna know in which table the rolesÂ´ privilegies are stored thanks Tag: Questions about MS CRM 3.0 PART 2 Tag: 44426
  - 22
    - Shared Calendars This "shared calendar" chestnut always crops up in conversations with customers and where exchange isn't the groupware of choice, what is the official line as to what the MSCRM calendar can actually provide? Are there integration capabilities for such products as Lotus Notes and in particular Groupwise? Tag: Questions about MS CRM 3.0 PART 2 Tag: 44423
  - 23
    - CRM 1.2 Knowledge Base - Delay when Publishing Article Can anyone point me in the direction of how the KB functions in CRM? Specifically I am trying to understand why there is a delay from the time we publish a KB article in CRM to the time the article is available for view in CRM. For some reason, it is very challenging for me to find detailed information about how the KB functions in CRM. I also do not seem to be able to obtain detailed product information about CRM. The user guide and help reference that comes with CRM is of little to no value. I have reviewed the CRM white papers that are listed online, and they do not provide the technical type of information I need. Is there a more detailed CRM product guide available? Thank you in advance for your assistance. Donna Tag: Questions about MS CRM 3.0 PART 2 Tag: 44422
  - 24
    - CRM High Availability II In a previous post I had asked whether a box running CRM and SQL together could be put in a cluster for high availability. The answer came back no due to what I thought was a limitation of SQL. However, there's a book written that describes how to give SQL high availability. Does this mean that it is possible? If not, what's the true limitation? http://www.microsoft.com/mspress/books/index/6515.asp Tag: Questions about MS CRM 3.0 PART 2 Tag: 44418
  - 25
    - CRM 3.0 ETA Hi - is the ETA for the 3.0 release to existing users still October? Has anyone heard of a firm date? TIA, S Tag: Questions about MS CRM 3.0 PART 2 Tag: 44416

More questions .. if anyone can help ..

a) can I create recurring appointments in MS CRM 3.0? In 1.2, you
couldn't.

b) are there any external vendors which can provide an user accessible
workflow editor for MS CRM? The editor which comes with MS CRM is
really more for the admins. Is there anyway to have workflows which
are only viewable by certain people and not others?

c) has anyone worked with any address verification software which
integrates with MS CRM? any recommendations?

d) has anyone worked with any PDA apps which integrate with MS CRM?
any recommendations?

e) how do people here deal with group calendars? how does that work in
MS CRM?

Thanks in advance for any help or suggestions.

Top

Re: Questions about MS CRM 3.0 PART 2 by Matt

Matt
Fri Sep 23 20:25:15 CDT 2005

I'm afraid most of the info re: v3.0 is still under NDA. I would reocmmend
forwarding questions directly to your MBS rep.

--

Matt Parks
MVP - Microsoft CRM

"Anonymous CRM User" <pedroquien@gmail.com> wrote in message
news:1127435062.909634.223610@g49g2000cwa.googlegroups.com...
More questions .. if anyone can help ..

a) can I create recurring appointments in MS CRM 3.0? In 1.2, you
couldn't.

b) are there any external vendors which can provide an user accessible
workflow editor for MS CRM? The editor which comes with MS CRM is
really more for the admins. Is there anyway to have workflows which
are only viewable by certain people and not others?

c) has anyone worked with any address verification software which
integrates with MS CRM? any recommendations?

d) has anyone worked with any PDA apps which integrate with MS CRM?
any recommendations?

e) how do people here deal with group calendars? how does that work in
MS CRM?

Thanks in advance for any help or suggestions.

Top