Road map for the V2

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  - 1
    - Report window to customize Hello I would like to make disable or to hide some reports (120 reports is too complicated to search into). Is anybody knows how can I do ? Thank you Tag: Road map for the V2 Tag: 17920
  - 2
    - Offline Integration Hi, Does anybody know what I have to do to be able to access=20 Objects through the API when OFFLINE? Going through the=20 API work nice and easy as long as I have a connection to=20 the Crm-server. However, I would like to use the API in=20 an application that is installed on the Client and uses=20 the local Data. regards Bj=F6rn Westman Tag: Road map for the V2 Tag: 17915
  - 3
    - CRM - need some answers Can some one help me with following questions Q1: Opportunities Summary: I want to be able to see a total potential sales $ from open opportunities - how would I see that. I couldn't see it in the reports (or for some reasons the reports were not working Q2: I want to be able to see Opportunities by Sales person. How do I do that (report? Tag: Road map for the V2 Tag: 17913
  - 4
    - Windowsupdate using Intranet? Is there a way to setup a local server to use as the wundowsupdate site for a large # of pc's, but that has a small pipe to the internet? Tag: Road map for the V2 Tag: 17911
  - 5
    - Importing Pricelists Is there a way to be able to import pricing into the existing product base within MS CRM? As far as I know, MS CRM 1.2 doesnt support multicurrency, so if one is able to manipulate the data outside CRM (eg. in an Excel spreadsheet), how could one automate (or at least to some degree speed up) the import via a "best practices" method. Thanks...John Tag: Road map for the V2 Tag: 17909
  - 6
    - Security by Field/Tab I didnt see a way to do this but maybe I missed it.. In our "Cases" area we have blocks of time that should be modified only by the accounting team. Maybe this is in contracts and I havent played with it, but I basically added an integer field called Time and would like it so only the VP role (for example) can modify it. Anyone point me in the right direction? or am I better off using the contract to make 'time' contracts and then subtract it there? Thx.. Tag: Road map for the V2 Tag: 17905
  - 7
    - Workflow; Update Object I'm trying to make and edit routine in Workflow, e.g. when Account is updated, capitalize name, city, etc. Action Update only allow me to assign another value to a field. Any ways I can use 'built-in' funtions in the value field? Tag: Road map for the V2 Tag: 17901
  - 8
    - MSCRM & Exchange 2003 Hi, IG.PDF on the MSCRM 1.2 documentation CD says, that MSCRM may coexist with an Exchange 2003 on the same machine, but this isn't recommended. Why would that be? I have precisely the same deployment scenario ahead of me! I am running a Windows 2003 Enterprise Edition box. This machine has Exchange 2003, Sharepoint Portal Server 2003, SQL Server 2000 (sp3) installed on it. I need to run MSCRM v1.2 on the same machine. This box is also my Domain Controller. Are there any known issues in running the configuration mentioned above? Anyone running similar configurations and have had any issues?? Please do let me know ASAP! Cheers! Yusuf Tag: Road map for the V2 Tag: 17900
  - 9
    - Very annoying error When I click on the buttons on the bottom of the pages ie. Home - WOrkplace - Sales etc... I get this error Line: 69 Char: 4 Error: Permission denied Code: 0 URL: http://mscrm/bar_bottom.aspx?startPage=Home Whats the deal? Tag: Road map for the V2 Tag: 17896
  - 10
    - Role vs Biz Unit viewing permissions on accts Top level Biz unit is called National under it are central, east and southwest. Each of the child bizunits have members and the National has others. Accounts are assigned based on the territory ( biz unit). The problem is this : the acct is assigned to the east biz,the user is in the East BU, BUT he can flip his view to see ALL accts even at a national level. The user has read in his biz org in the matrix. Im stumped! Tag: Road map for the V2 Tag: 17894
  - 11
    - CDF - activity, opportunities, quotes I've been loading most entities in a MS-CRM database using CDF. In general the test environment consists on 5-30,000 records for the main entities. A few observations: Performance for especially Products, Opportunities, Qutes and QuoteDetails was pretty bad until I added a number of indexes to the CDF-tables (and ran Update Statistics..) Some issues: Activity: calculation of duration does not like start- or end-times at midnight (00:00:00). Looks like a bug in the XML generator. Workaround: change th times with a few minutes. Activity: It looks like CDF closes a number of old appointments (but not email). The rule, if any, is not clear, but the CDF_Activity there are marked as open. Activities that thus are marked as completed by CDF to not have an close-date in MS-CRM. On the other hand, activities, which in CDF are converted as closed, gives an application error when you try to open them in MS-CRM. For open Activities, scheduled start, end and duration aresupplied. For closed Activities, actual start, end and duration are supplied. Maybe schduled information also should be supllied for closed Activities? Opportunity: Hasn't found a way to convert additional contacts associated with an opportunity? Quote: Even though I convert quotes as open (statecode = 1 (active) and statuscode = 2 (in progress)) and myself as the owner, the quote is read-only, and I'll have to make a new revision in order to change it? Lead: SIC code doesn't seem to be converted. Tag: Road map for the V2 Tag: 17893
  - 12
    - Installing CRM sales for Outlook (2003) Why would I get the error message while installing Sales for outlook on windows XP rigth after "Specify Microsoft CRM server": <<Setup was unable to find an instance of Microfoft CRM server components>> The CRM server is working well and I can connect from XP client PCs fine using the same URL. Thanks for your support! Tag: Road map for the V2 Tag: 17892
  - 13
    - Installing CRM In attempting to install CRM I get an error message. "Microsoft CRM requires Microsoft ASP.NET to be configured and running. Also, if you installed the Microsoft .NET Framework before installing Internet Information Services (IIS), then there may be an issue with ASP.NET registration. If this is the case, reinstall the .NET Framework and try again." There is no appearent method to configure ASP.NET. In "Add and Remove Roles" it says that IIS, ASP.NET are configured and it will not allow me to remove them. I need to know what the solution is. Tag: Road map for the V2 Tag: 17886
  - 14
    - Case Retrieve:Urgent Hi, I am using the the CRM SDK method to retrive the case details using the incidentid. I am not able to retrieve the status,responsiblecontactid,createdon fields of the case. I would appreciate if anybody could help me with this , Sarah Tag: Road map for the V2 Tag: 17883
  - 15
    - SFO Question ... Hi there! Quite often the Outlook menu buttons "New CRM Contact", "New CRM Task", New CRM Appointment" or some of them, do not function. Is this happening to any of you? I have noticed that, whenever this happens, when I go offline, the CRM cannot syncronise the corresponding items to the button that is inactive. For example when I cannot create a new CRM Contact from Outlook, I cannot import CRM Contacts by syncronization... Any help? Thanks a lot, Elena Tag: Road map for the V2 Tag: 17881
  - 16
    - Emails marked as SPAM (a solution perhaps?) There have been discussions about how MS CRM's emails are often marked as SPAM . We just rolled out MS CRM and are coming across this very problem ourselves. I thought it was because of the GUID, but in at least one case, the primary reason for it to be qualified as SPAM is due to the number of spaces that the system includes before the GUID. Here is the header from a customer who uses SPAM Assassin. X-UDCOM-MailScanner-SpamCheck: spam, SpamAssassin (score=5.712, required 4, BAYES_01 -1.52, HTML_MESSAGE 0.10, MISSING_OUTLOOK_NAME 0.10, NO_REAL_NAME 0.16, RCVD_IN_SORBS 0.10, SUBJ_HAS_SPACES 4.10, SUBJ_HAS_UNIQ_ID 2.68) The extra spaces counts for 4.10, while the GUID counts for 2.68. If the GUID was included without the numerous spaces, I think it would have passed the filter. I presume there is no way to remove these extra spaces? If MS is listening, it sounds like as easy solution to this problem while maintaining the important email tracking ability. -Bill Tag: Road map for the V2 Tag: 17877
  - 17
    - Newbie configuration help I have installed CRM 1.2 on a SMS2003 Premium Server and I'm having the problem of creating users as well as getting the "You are not authorized to view this page" within IE on companyweb. The exact message I receive when I go into CRM Deployment Manager's User Manager is: "The server localhost is not responding. This might happen if it is currently unavailable, it is not a Microsoft CRM server, or you do not have sufficient privileges to run User Manager. For more information, contact your system administrator" Unfortunately, I am the system administrator and cannot turn to myself for the fix. I am logged into the CRM server as administrator. Any ideas or direction that I should take? Thanks, Steve Tag: Road map for the V2 Tag: 17876
  - 18
    - Data Migration Framework and Contracts Hi everyone. Anybody knows when the contracts will be included into Data Migration Framework? Exist any patch for import them? Thanks in advance. Bea. Tag: Road map for the V2 Tag: 17874
  - 19
    - Content Advisor My content advisor comes up every time I change a page on the web. I have gone into the Tools-Internet and changed the settings but it still occurs-HELP Tag: Road map for the V2 Tag: 17873
  - 20
    - Auto-Responder for CRM Email Re-post: The marketing material I have from Microsoft says that CRM Sales Pro comes with Email Auto Response functionality. That would be great if I could find any documentation on it. Anyone know if this is possible without doing any programming? Or is this another case of Microsoft's marketing machine promising something that doesn't really exist Tag: Road map for the V2 Tag: 17871
  - 21
    - confguring lead routing Hi, I have installed Microsft crm 1.2 on my sandbox with "Adventure Works Cycle" demo license. I want to check out lead routing feature but I can not find anything related to that. I searched the web and could not find any document related to lead routing. All the site mention it as a feature avaialable with Microsoft CRM Sales professional but none of them tells how to configure the same. My License Manager shows that I have 6 "suite Professional" licenses so I believe I should be able to configure lead routing on my system. Please let me know how can I go about configuring lead routing and if there are any proper documents available for that. Thanks in Advance Tag: Road map for the V2 Tag: 17870
  - 22
    - Custom Web Integration Can I integrate MS-CRM within my asp.net application? I am in the process of designing an asp.net application for the office and I would like to integrate some of the crm pages within the application. If this can't happen, could I at least display crm information and create a link to the CRM application to make changes to the records within the crm application? Your suggections are greatly appreciated. Jose Tag: Road map for the V2 Tag: 17868
  - 23
    - Escalation or notification based on time elapsed Hello Please advise on how I can customize the MS CRM Workflow to notify a manager if one sales stage takes more than a stipulated time frame? Is it possible or am I overlooking the obvious? Kindly help Regards M Babu Tag: Road map for the V2 Tag: 17864
  - 24
    - cannot delete business unit? Hi, I am using microsoft CRM 1.2 with demo license of Adventure works Cycle. Is there any way to delete a "Business Unit". I go to Settings -> Business Unit Settings -> Security Roles -> Business Management. The delete option for "Business Unit" and "User" is disabled there. I searched in groups and found a few discussion about deleting users which say that it is not allowed to delete mscrm users. However I did not find any reference about deletion of "Business Unit". The user guide that comes with the installation shows steps to delete a "Business Unit", so i presume it must be possible.. Also if there is no way to delete a Business Unit directly then is there a way to do it manually. Thanks in Advance Tag: Road map for the V2 Tag: 17863
  - 25
    - Access Denied in Offline mode Get the message access denied when in offline mode? I have Adminstrative and CEO privligeses... Tag: Road map for the V2 Tag: 17862
- Next
  - 1
    - What happened? Dear David, I see this problem every day? Did you find a solution Georges Tag: Road map for the V2 Tag: 17861
  - 2
    - Microsoft Outlook 2002 - "Out of Office" I want to be able to use the "Out of Office" function, but "Help" says I need Microsoft Exchange. What is this and how do I get it? Tag: Road map for the V2 Tag: 17858
  - 3
    - exams for crm V1.2 Can anyone help me with a mock exam or study guides or anything towards certification in CRM v1.2. I have to pay for the exam myself and I need some kind of guide or something to increase my chances of passing the first time. Thanks jan Tag: Road map for the V2 Tag: 17854
  - 4
    - Montior resolution Hello, Is there any recommended monitor resolution for MS CRM? Regards, Venkat Tag: Road map for the V2 Tag: 17851
  - 5
    - Crystal Reports, CRM 1.2 Read the following in past newsgroups: "Microsoft CRM v1.2 ships with a specially configured copy of Crystal Reports v9.0 but you will need to purchase the licenses from your usual sources to activate it. The other option is to purchase the Professional or Developer edition of Crystal Reports v9.0 and use the enhancement patch that is available on your CRM server CD to configure it for Microsoft CRM. I believe this option will work for Crystal Reports v10 as well. For all options you only need to purchase licenses for those users responsible for customising reports as you would not want all users creating ad-hoc reports." We are in Certified Business Programme, can we get licence for free? Tag: Road map for the V2 Tag: 17849
  - 6
    - hosting CRM We are looking at feasibility of hosting a client's CRM. Whitepapers say this can be done. We are running Windows 2003 AD consisting of a single forest,single domain, with Exchange 2003 as the messaging system and have CRM and Adventure Works Sample DB and Sales For Outlook Client up and running nicely. Any advice before I start would be appreciated. Tag: Road map for the V2 Tag: 17846
  - 7
    - Contacts best practises When dealing with an account, with multiple contacts, is it best to put the activities under the account or the contact? I guess if they are all under the account, it is easy to see what has happened in one screen. However obviously if they are under the contact, you can see who you talked to? What is the best practise on this? Tag: Road map for the V2 Tag: 17845
  - 8
    - Event Source: VSS / Event ID: 6004 I am testing SBS 2003 Premium with CRM 1.2 during the backup process we recive the following error; Event Type: Error Event Source: VSS Event Category: None Event ID: 6004 Date: 2/05/2004 Time: 11:00:20 PM User: N/A Computer: 001DC001 Description: Sqllib error: Database Operations___Technology_Group_MSCRM is not simple. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Data: 0000: 53 51 4c 53 4e 41 50 43 SQLSNAPC 0008: 33 39 37 00 00 00 00 00 397..... 0010: 53 51 4c 53 4e 41 50 43 SQLSNAPC 0018: 32 39 37 00 00 00 00 00 297..... I have seen that this error is caused when a database is not set to "simple" as a recovery model. (Strangly the model databse is allso set to full.) Are there any issues with changing Operations___Technology_Group_MSCRM database to a simple recovery model? Excuse my ignorance but what is the Recovery option? The following databases are also set to "full" recovery model; Operations___Technology_Group_CRMCRYSTAL Operations___Technology_Group_METABASE Operations___Technology_Group_MSCRM model (as previously mentioned) Should these be changed or as they do not produce an error in the logs left as they are? Thank you for your help. Regards, Tom Ward Tag: Road map for the V2 Tag: 17844
  - 9
    - Default font SFO Email Hello! Is there a way to change the default font for new CRM-Emails created by using the SFO toolbar? Thanks for any hint! Dieter Tag: Road map for the V2 Tag: 17842
  - 10
    - java virtual machine Ho un pentium 4 con Windows XP Home. Firewall Zoneallarm 4.5.594.000 antivirus McAfee 4.5.1. Premesso che ho seguito gi' i vari consigli di eliniarecookies, file temporanei, ecc. ho il seguente problem A seguito di una reinstallazione completa del SW di sistema, non riesco piÃ¹ ad ustilizzare le chat che hanno bisogno di Java VM. Non riuscendo a scaricare l'aggiornamento da Microsoft, come fatto un anno fa dopo aver comprato il pc, ho seguito le istruzioni per scaricare il sw da Sun ma quello che e possibile scaricare da li e solo Java TM vers.1.4.2_04 (build 1.4.2_04-b05). con questa versione, malgrado ripetuti tentativi, alcune chat non funzionano correttamente (x es. quello di Digiland di libero dove funziona solo java light) mentree altre proprio non riconoscono ilsw Java installato e dicono che manca appunto Java VM (x es. quelle di yahoo). Non so pi\ che fare...mi potete dare un valido aiuto? Grazi Franco - Roma Tag: Road map for the V2 Tag: 17837
  - 11
    - Removing Quotes and Sales We have just installed CRM, and are doing some testing on it. We have created some test quotes and sales, however when we try to remove these we get the message "cannot remove as these are read-only" How can we remove closed quotes and sales? I have all rights and permissions Tag: Road map for the V2 Tag: 17836
  - 12
    - Entity ID Where can I find a listing of entity IDs? I'm specifically looking for the Sales Literature table, but am just as interested in knowing how to find the information myself. Thanks in Advance for any help! Tag: Road map for the V2 Tag: 17832
  - 13
    - Basic CRM questions 1. If I install CRM and do not integrate with an accounting package, is it still possible to see customer sales data? IOW, can I "hook up" CRM to read directly from MS SQL server or an ODBC/OLE DB compliant database? If I can't read directly from a database using OLE DB or ODBC, can I import sales data toCRM via some import utility (e.g., export my sales data from SQL Server to a text file and then import that into CRM)? Or is the only way to get sales data is integration with Great Plains or Solomon? 2. Can I integrate CRM with Small Business Manager? Tag: Road map for the V2 Tag: 17831
  - 14
    - Publisher 2002 Publisher 2002 won't let me open my files why is that? I do a newsletter, save it, then return to open it and it tells me that the file cannot be found. I try again in my dialogue box and still nothing happens. Can anyone help? thanks Hune Tag: Road map for the V2 Tag: 17816
  - 15
    - csgallagher@metromilwaukee.com csgallagher@metromilwaukee.com Tag: Road map for the V2 Tag: 17815
  - 16
    - Search using multiple fields Hi Is it possible to search by multiple fields, for example: telephone = '123' or telepone2 = '123' Any suggestions TIA Miria Tag: Road map for the V2 Tag: 17814
  - 17
    - New Case Notification - Email When someone submits a case or sends an email request to a queue I want that queue to be able to send email notifications to specific CSR's. Is this even possible? The user guide just DANCES around this process. Any help is appreciated. Thanks. John Tag: Road map for the V2 Tag: 17810
  - 18
    - Foxpro 7 Is Foxpro 7 supposed to open a new instance for each new db file I open? Tag: Road map for the V2 Tag: 17807
  - 19
    - Pushing down updates So I dont have to run around my office with a CD-R filled with the latest security updates and packages... I would like to perhaps purchace or download a tool that would push down updates from server to desktops. does microsoft offer such a solution thank you L.Prince Tag: Road map for the V2 Tag: 17806
  - 20
    - CDF Contacts, without Accounts Hello Many thanks in advance I have quite a bunch of contact that I would like to add to CRM 1.2. I was wondering if it was possible to load just the contacts only and no accounts ? So the only data that I will load will be cdf_contacts Thank you vikrantc Tag: Road map for the V2 Tag: 17801
  - 21
    - Script error when launching CRM in IE I have CRM set up on a Windows 2000 Server running SQL, with Active directory running on a different Windows 2000 Server. I finished setting up CRM, rebooted the server, and went to IE to launch CRM and received the following error after logging in. Line 98 Char 1 Error: Syntax Error Code: 0 Has anybody encountered this problem before? Tag: Road map for the V2 Tag: 17799
  - 22
    - ACT UniqueID Hello Iam trying to migrate ACT contacts (version 6.0) to CRM 1.2. As everybody else I have a problem with the unique id How do I extract the Unique ID from ACT db ? I did an export of all contacts, but there is no unique id field in there I looked thru DMF but couldnt find much info on unique id field Is is possible that before loading data in CDF I just assign a sequential integer to all the contacts and perform the load Many Thank vikrantca Tag: Road map for the V2 Tag: 17796
  - 23
    - Add new counter field to Opportunities Hi Virtual Team, We want to add a new field onto the opportunity form / table that will be a sequential counter. I.E. Each of our opportunities will have a unique number assigned. Any ideas as to how we go about it? Many thanks, Karl. Tag: Road map for the V2 Tag: 17794
  - 24
    - Viewing attachments Is there any way of configuring CRM so that the user can click on an attachment to open it, so that they do not have to right click & download the attachment, then find it & open it? Thanks Chris Tag: Road map for the V2 Tag: 17786
  - 25
    - Workflow Manuel rule Hi, I can't manually run rules , I have every time en error from MS CRM ("contact your admin..."). The same rule in automatic mode (on create or else) works. Any ideas? Thanks Tag: Road map for the V2 Tag: 17782

Hello,

can anybody have a list of new functionalities planned for V2 ?

Road map for the V2 by anonymous

anonymous
Tue May 04 15:58:06 CDT 2004

Here's a brief synapsis I pulled from somewhere??:

Simplified set-up
Activity customization
Account roll-up
Data cleansing
Many-to-many relationships for contacts and accounts
Products by customer
Outlook synchronization enhancements
Customer service for Outlook
Email support for knowledge base and sales literature
Workflow enhancements
Performance and scalability enhancements
Field service dispatch
Enhanced extensibility
Marketing automation enhancements
Back-office integration with Navision 4.0

----Original Message-----
>Hello,
>
> can anybody have a list of new functionalities
planned for V2 ?
>.
>

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