CRM Sales for Outlook /machine profiles

Hi Everyone,

I have situations where employees are out of the office,
they are connecting over a VPN when connecting to a
Domain and doing their CRM thing, but has anyone come
across an employee that doesn't have a internet
connection and wants to use their machine and cannot log
into the domain, becuase of this no internet connection
problem and having to log onto the local machine and
basically, they are not able to create emails and or add
any CRM tasks or anything like that as they don't even
show in that profile. We are finding that this is a huge
problem with our company. This is causing problems with
our sales people. Anyone else have any spectacular ideas
or how are you using these procedures.

thanks in advance
kelnic

Chris
Fri Jan 23 13:07:56 CST 2004

Since I've yet to get Sales for Outlook running
successfully (See my post from last week on that mess), I
can't promise this is your answer, but my assumption is
that you need to setup your machine to cache 1 or more
previous logins (through the local or domain security
policy). Doing so will allow your user to login to their
domain profile even though they are not connected to the
LAN or VPN.

>-----Original Message-----
>Hi Everyone,
>
>I have situations where employees are out of the office,
>they are connecting over a VPN when connecting to a
>Domain and doing their CRM thing, but has anyone come
>across an employee that doesn't have a internet
>connection and wants to use their machine and cannot log
>into the domain, becuase of this no internet connection
>problem and having to log onto the local machine and
>basically, they are not able to create emails and or add
>any CRM tasks or anything like that as they don't even
>show in that profile. We are finding that this is a huge
>problem with our company. This is causing problems with
>our sales people. Anyone else have any spectacular ideas
>or how are you using these procedures.
>
>thanks in advance
>kelnic
>.
>

John
Fri Jan 23 14:00:37 CST 2004

Hi Kelnic:

This doesn't make sense, when the user machine is added
to the domain the local profile should also be created so
the user can log onto the machine with domain credentials.

Make sure your AD guys are administering the accounts and
logons properly. You might have to delete the accounts,
then recreate tehm and rejoin to the domain.

HTH.

John.

>-----Original Message-----
>Hi Everyone,
>
>I have situations where employees are out of the office,
>they are connecting over a VPN when connecting to a
>Domain and doing their CRM thing, but has anyone come
>across an employee that doesn't have a internet
>connection and wants to use their machine and cannot log
>into the domain, becuase of this no internet connection
>problem and having to log onto the local machine and
>basically, they are not able to create emails and or add
>any CRM tasks or anything like that as they don't even
>show in that profile. We are finding that this is a huge
>problem with our company. This is causing problems with
>our sales people. Anyone else have any spectacular
ideas
>or how are you using these procedures.
>
>thanks in advance
>kelnic
>.
>

Matt
Fri Jan 23 14:16:23 CST 2004

Kelnic,

As long as they are still logging in with their Domain login, there
should be an issue (provided they went offline first). The machine
should allow the login as it will use the cached version of their
creditials, even though they aren't connected to the network.

One issue you're seeing is that the Sales for Outlook client does not
support a multi-user profile install. It will only work for the user
that was active when the sw was installed on the machine.

Matt

On Fri, 23 Jan 2004 10:50:04 -0800, "kelnic"
<anonymous@discussions.microsoft.com> wrote:

>Hi Everyone,
>
>I have situations where employees are out of the office,
>they are connecting over a VPN when connecting to a
>Domain and doing their CRM thing, but has anyone come
>across an employee that doesn't have a internet
>connection and wants to use their machine and cannot log
>into the domain, becuase of this no internet connection
>problem and having to log onto the local machine and
>basically, they are not able to create emails and or add
>any CRM tasks or anything like that as they don't even
>show in that profile. We are finding that this is a huge
>problem with our company. This is causing problems with
>our sales people. Anyone else have any spectacular ideas
>or how are you using these procedures.
>
>thanks in advance
>kelnic

kelnic
Sat Jan 24 07:44:46 CST 2004

Hi Everyone,
I want to thankyou for your response! It is great.
See the thing is is that I have one machine that was not
joined to the domain. We did the join of the domain over
the VPN, so the client machine has their local login and
now they have their domain login. When they login to the
domain, they have the profile that CRM uses. When they
log into the local machine, just say that they don't have
an internet connection at the moment, the outlook does not
see the CRM. Of course this is with a windows XP, or
professional machine. If the machine has server on it,
they are able to log into the domain everytime even if
they do not have a internet connection and work with the
CRM. Any thoughts on a work around for this, right now, I
have them backing up their pst to the local c drive and
then reimporting this into the domain profile.

thanks in advance
kelnic



>-----Original Message-----
>Kelnic,
>
>As long as they are still logging in with their Domain
login, there
>should be an issue (provided they went offline first).
The machine
>should allow the login as it will use the cached version
of their
>creditials, even though they aren't connected to the
network.
>
>One issue you're seeing is that the Sales for Outlook
client does not
>support a multi-user profile install. It will only work
for the user
>that was active when the sw was installed on the machine.
>
>Matt
>
>On Fri, 23 Jan 2004 10:50:04 -0800, "kelnic"
><anonymous@discussions.microsoft.com> wrote:
>
>>Hi Everyone,
>>
>>I have situations where employees are out of the office,
>>they are connecting over a VPN when connecting to a
>>Domain and doing their CRM thing, but has anyone come
>>across an employee that doesn't have a internet
>>connection and wants to use their machine and cannot log
>>into the domain, becuase of this no internet connection
>>problem and having to log onto the local machine and
>>basically, they are not able to create emails and or add
>>any CRM tasks or anything like that as they don't even
>>show in that profile. We are finding that this is a huge
>>problem with our company. This is causing problems with
>>our sales people. Anyone else have any spectacular
ideas
>>or how are you using these procedures.
>>
>>thanks in advance
>>kelnic
>
>.
>

Matt
Mon Jan 26 12:14:44 CST 2004

Kelnic,

Windows XP Pro can be configured to allow you to login to the Domain
account even when there is no internet connection. If this is not
being allowed on the machine, than it's a XP config problem. They
should not need to login to the local machine.

You are describing a typical Sales user and how they should use CRM.
They are online some times and then "go offline" to be on the road.
When they are in Offline mode, they have access tot he CRM data from
within Outlook, except that it's a cached version on thier machine.

Matt

On Sat, 24 Jan 2004 05:44:46 -0800, "kelnic"
<anonymous@discussions.microsoft.com> wrote:

>Hi Everyone,
> I want to thankyou for your response! It is great.
>See the thing is is that I have one machine that was not
>joined to the domain. We did the join of the domain over
>the VPN, so the client machine has their local login and
>now they have their domain login. When they login to the
>domain, they have the profile that CRM uses. When they
>log into the local machine, just say that they don't have
>an internet connection at the moment, the outlook does not
>see the CRM. Of course this is with a windows XP, or
>professional machine. If the machine has server on it,
>they are able to log into the domain everytime even if
>they do not have a internet connection and work with the
>CRM. Any thoughts on a work around for this, right now, I
>have them backing up their pst to the local c drive and
>then reimporting this into the domain profile.
>
>thanks in advance
>kelnic
>
>
>
>>-----Original Message-----
>>Kelnic,
>>
>>As long as they are still logging in with their Domain
>login, there
>>should be an issue (provided they went offline first).
>The machine
>>should allow the login as it will use the cached version
>of their
>>creditials, even though they aren't connected to the
>network.
>>
>>One issue you're seeing is that the Sales for Outlook
>client does not
>>support a multi-user profile install. It will only work
>for the user
>>that was active when the sw was installed on the machine.
>>
>>Matt
>>
>>On Fri, 23 Jan 2004 10:50:04 -0800, "kelnic"
>><anonymous@discussions.microsoft.com> wrote:
>>
>>>Hi Everyone,
>>>
>>>I have situations where employees are out of the office,
>>>they are connecting over a VPN when connecting to a
>>>Domain and doing their CRM thing, but has anyone come
>>>across an employee that doesn't have a internet
>>>connection and wants to use their machine and cannot log
>>>into the domain, becuase of this no internet connection
>>>problem and having to log onto the local machine and
>>>basically, they are not able to create emails and or add
>>>any CRM tasks or anything like that as they don't even
>>>show in that profile. We are finding that this is a huge
>>>problem with our company. This is causing problems with
>>>our sales people. Anyone else have any spectacular
>ideas
>>>or how are you using these procedures.
>>>
>>>thanks in advance
>>>kelnic
>>
>>.
>>