CRM Server Backup/Restore Instructions
I know that there is a document that describes how to backup CRM by backing
up the Active Directory, SQL Server DBs and XML Customization files. However,
is there a document that describes how we can restore this backup on the same
or another server?
Thanks Tag: Re: CRM Server Backup/Restore Instructions Tag: 82496
CRM Laptop Client for Outlook / TCP Ports
I was asked by our System/Network Administrator to give him an official list
(Supplied by Microsoft) containing all TCP Ports that need to be opened on a
Firewall in order to enable remote users to connect to the CRM server through
CRM Laptop Client for Outlook.
Is there such a list? Where can I find it?
If not then what do you recommend we should do in order to know (ALL) the
used TCP Ports by CRM Laptop client ?
Thanks Tag: Re: CRM Server Backup/Restore Instructions Tag: 82495
Re: RsPublishAction failed
http://support.microsoft.com/kb/916168/en-us
If it doesnt work , google this group with keyword ""The request
failed with HTTP status 401: Unauthorized". There are some posts from
past.
cheers.
PS" i am having problem wid google crm group" Tag: Re: CRM Server Backup/Restore Instructions Tag: 82493
Re: RsPublishAction failed
http://support.microsoft.com/kb/916168/en-us
If it doesnt work , google this group with keyword ""The request
failed with HTTP status 401: Unauthorized". There are some posts from
past.
cheers.
PS" i am having problem wid google crm group" Tag: Re: CRM Server Backup/Restore Instructions Tag: 82492
Re: RsPublishAction failed
http://support.microsoft.com/kb/916168/en-us
If it doesnt work , google this group with keyword ""The request
failed with HTTP status 401: Unauthorized". There are some posts from
past.
cheers. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82491
Re: RsPublishAction failed
http://support.microsoft.com/kb/916168/en-us
If it doesnt work , google this group with keyword ""The request
failed with HTTP status 401: Unauthorized". There are some posts from
past.
cheers. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82490
Re: RsPublishAction failed
http://support.microsoft.com/kb/916168/en-us
If it doesnt work , google this group with keyword ""The request
failed with HTTP status 401: Unauthorized". There are some posts from
past.
cheers. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82489
CRM reports problem
Hi,
When I try to view a CRM report [using SQL Server 2005 Reporting services],
the following error is displayed:
"You do not have sufficient privileges to view this report. Contact your
system administrator"
I would really appreciate if someone can provide guidance in resolving this
issue.
Thanks.
-Sekhar Tag: Re: CRM Server Backup/Restore Instructions Tag: 82486
Pop Up su CRM
Hi,
i'm trying to insert a pop up window on a crm contact form.
I want to update a field bye choosing by windows pop up list.
For example...
If country is 'United State of America' ... form will open a pop up with all
the state in USA... by clicking on one state... a field on a contact form is
populated.
IS IT POSSIBLE ?
I have error on this script on the pop up page...
function selectState(name) {
alert(self.opener.document);
alert('State:'+self.opener.document.crmForm.all.address1_stateorprovince.value);
self.opener.document.crmForm.all.address1_stateorprovince.value=name;
window.close();
}
</script> Tag: Re: CRM Server Backup/Restore Instructions Tag: 82484
Making accounts (Companies) public
What is the best way to accomplish the following:
We have a number of companies (accounts) that we want viewable by the entire
organization. Thoughts are to use Relationship Type attribute to class
account(Company) records. We want all supplier records to be viewable by
all. Some possible solutions
1) Create a team including the entire organization and share the record
using either workflow or a callout on change of relationship type.
2) Hmm... I thought I hade more ideas. I guess not.
What is the best approach to accomplish this?
M Tag: Re: CRM Server Backup/Restore Instructions Tag: 82481
Sql server reporting services error
Hi,
I am unable to access Sql server report manager.
Error: The request failed with HTTP status 400: Bad Request.
Any help will be greatly appreciated.
Thanks,
-Sekhar Tag: Re: CRM Server Backup/Restore Instructions Tag: 82478
iFrame and ASPX based SQL Query
We would like to view the output of a sql query in an iFrame via another
webpage. How can I pass a crm variable like crmForm.all.name.value to the
SQL query so that it only pulls records for the particular customer that I am
viewing. Do I pass this variable to SQL or pass the SQL select to the CRM
iFrame variable? Could anyone give me a quick example for the onLoad event?
Thanks,
Rob Tag: Re: CRM Server Backup/Restore Instructions Tag: 82475
WfActionLog
In my tracing of SQL Server for performance tuning of our CRM system I
notice the following query happening over and over and over:
exec sp_executesql N' select distinct wfactionlog.ProcessInstanceId as
''processinstanceid'' from WFActionLog as wfactionlog inner join
WFProcessInstance as wfactionlogprocessinstanceid on
(wfactionlog.ProcessInstanceId =
wfactionlogprocessinstanceid.ProcessInstanceId) and
wfactionlogprocessinstanceid.DeletionStateCode in (0) and
((wfactionlogprocessinstanceid.StateCode in (@P1,@P2,@P3))) where
(wfactionlog.ObjectId = @P4)',N'@P1 int,@P2 int,@P3 int,@P4
uniqueidentifier',0,1,2,'ECAD4EB6-F800-DC11-8AE7-02BF9F1A2449'
What process is causing this? Can we tune how often it polls. It is a
negligable cost after adding an index and cleaning up WF tables as defined
in the section "Removing Workflow Log Records on SQL Server 2005" in this
document:
http://www.microsoft.com/downloads/details.aspx?FamilyID=6b32e0b3-5520-48a7-b3cd-d8477d084821&DisplayLang=en,
but it is still many many hits per second...
Thanks
--
----------------------------------------------------------------------------
Louis Davidson - http://spaces.msn.com/members/drsql/
SQL Server MVP
"Arguments are to be avoided: they are always vulgar and often convincing."
(Oscar Wilde) Tag: Re: CRM Server Backup/Restore Instructions Tag: 82474
Activate and close a quote on chnage of sales stage
We use a number of sales stages that are selected as part of the creation of
a quote (we dont use opportunities due to the restiction of not being able to
override prices and have addin products).
Has anyone created any code, or can suggest how, once a quote reaches a
sales stage of Closed/Won or Closed/Lost the Quote is Activated and the quote
Closed with a status reason on Won, and a Do Not Revice thsi Quote selected.
I guess I would be looking at something relating to the OnSave areas but am
not really aware of the code required to fulfil the above.
Any help would be greatly apprecaited
AK Tag: Re: CRM Server Backup/Restore Instructions Tag: 82471
Dynamic Exports for Appointments
Hello:
I don't seen anything in the KB articles to this affect, but do other users
encounter issues when trying to create a dynamic pivot table or worksheet
from an Appointment query? I am looking to use a custom view and build a
pivot table off of it.
Interestingly, I can Dynamic Export the 'All Appointments' from the
Workplace view, but if I go to do the same Export from the same 'All
Appointments' view in Advanced Find it tells me I cannot do a dynamic export.
Thoughts or suggestions?
Thanks.
--
Michael J. Lisle, Jr.
SVA Consulting, LLC Tag: Re: CRM Server Backup/Restore Instructions Tag: 82470
Database structure question
I'm pretty new to see CRM so please excuse my ignorance.
I'm trying to think through how to implement what are currently two separate
databases into CRM. One of the databases is simply an Exchange public folder
which contains contact information for our clients, employees and basically
anybody we need to contact for any reason. This seems a pretty good
candidate for the default contact entity as going forward we would use the
contact and business entities to improve our sales and marketing process.
The second database is currently in access and uses a web application as the
front end. All this really is is a contact database for doctors that we have
interviewed in the past. The access database contains two tables, one table
is a contact record and the other and interview record. There can be only
one contact for each doctor but we may have interviewed them many times on
different cases.
I'm trying to decide whether or not I want to create a custom entity for the
second database. Being new, this creates several problems. The first is the
bulk import limitation. I'm trying to make this as easy as possible for me
and using the built-in utility in CRM seems an excellent feature. My
understanding is that this won't work for custom entities and that's kind of
a problem as there are about 10,000 records in this database.
I'm looking for a recommendation as to whether I should merge both of these
databases into the default contact database and then add a business required
attribute for "type of record" this could have several selections, one of
which would be "Expert" which could then be set up with a view so that if
users pull this view they would only see our current experts (which is the
second database) or should I go with a custom entity for our experts database
and am I making too big of a deal about using XML or some other process to
import contacts into a custom entity (is this not really that hard even for a
newbie).
Are there any other limitations or advantages for keeping the databases
separate or together? Tag: Re: CRM Server Backup/Restore Instructions Tag: 82468
Having an issue with CRM 3.0 Client
It seems as though when someone is tracking things into CRM from Outlook
sometimes it appears that it cannot find CRM and the client stops working. I
am unable to synch and I am unable to track anything into CRM. I have been
uninstalling the Client and then reinstalling it. I don't want to have to do
that. Is anyone out there experiencing the same issues? I really want to
know if it is a bug in the new version of CRM 3.0 or if there is another
solution to the problem? Tag: Re: CRM Server Backup/Restore Instructions Tag: 82466
Rotating an mpeg
Hi,
I need help in rotating an mpeg. I've tried downloading Movie Maker but
it's not downloading. I have Automatic Updates but I keep getting the error
window 'Updates were unable to be successfully installed' The following
updates were not installed: Microsoft Windows Installer 3.1 I get the same
error every time.
Can someone please advise how to rectify the update issue and more
importantly, how can I rotate my mpegs 90 degrees please.
Cheers!
ShannonD Tag: Re: CRM Server Backup/Restore Instructions Tag: 82464
Customers within Telecom
I am interested to know whether Microsoft has any customer cases within
telecom or Television using Dynamics CRM in Scandinavia or Europe? Tag: Re: CRM Server Backup/Restore Instructions Tag: 82462
Arabic Text
Dear sir
I have a C.R.M V.3.1 .
i make upload for some customer i have on SQL Database .
the data are sucessful transfer but its a corrupted data , i cont show the
arabic text like this ???????? @#$$#%#%#$% Tag: Re: CRM Server Backup/Restore Instructions Tag: 82458
Question on Stopping IIS and Workflow
Hello,
I understand pretty well the CRM system now. What I am concerned with
though is making some custom workflow callouts. I have the book Working With
Microsoft Dynamics CRM which I feel has been an excellent resource.
I am ready to create some dll files and add them etc. What I am concerned
with though is the fact that we have active tasks being monitored by workflow
every day.
If I stop IIS and do all the steps necessary to put in place active code,
will that drop all the entities that are being monitored currently? It is
extremely important that they not drop off the workflow monitor. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82456
Products and services - Sales orders Vs. service orders
During my experience with other CRM systems, I've seen that the companies
that sell things, have products in their catalog and use some kind of
logistic order called "sales order".
On the other hand, services companies (i.e. telecommunications providers)
have services in their catalog and the business processes do not end when
the services are installed, they can be modified and/or deactivated
afterwards. So a different concept is handled here: "service orders".
I would say there are two main differences between sales orders and service
orders:
(1) There can be different service order types (i.e. installation,
modification, deactivation), while there is just one sales order type
(sale).
(2) The order details in a service order must be replicated to an assets
table to distinguish the order contents (and orders history) from the active
services subscribed by the customer at a moment in time. For an installation
service order, order details are inserted in the assets table; for
modification service orders, they are updated; and for deactivation service
order, assets records are deleted.
It seems Dynamics CRM has been designed for companies that sell products, so
services companies have to model their services as products (because the
ServiceAppointment entity is not enough to support the whole service sale
process -opportunity, quote, order-). We need to handle orders and to store
the current active services for each customer so the standard orders tables
are not enough for us.
Has anybody been in a similar situation? Any suggestion to model this?
Thanks a lot in advance. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82454
Exchange Requirement
I have a question with regards to the Exchange Server requirements for CRM.
We are mid-migration (5.5 to 2003) and whilst we can point the CRM server
router to the 2003 server the client mailboxes are still hosted on the 5.5
one... Is this a problem? The end user is using Outlook2003 (if that
maters)... Julian Tag: Re: CRM Server Backup/Restore Instructions Tag: 82451
Dynamic CRM
Please let me know that, Dynamic CRM is for Small size Businesses or Medium
or larg? Tag: Re: CRM Server Backup/Restore Instructions Tag: 82447
Re: RsPublishAction failed
can u get the detailed error by changing the Dev errors to "On".
1= C:\Program Files\Microsoft CRM\CRMWeb
2= Open the web configuration file
3= find a Node : <add key="DevErrors" value="Off"/>
3.1 instead of "off" , replace it with "On".
Now re-produce the error. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82441
Re: RsPublishAction failed
can u get the detailed error by changing the Dev errors to "On".
1= C:\Program Files\Microsoft CRM\CRMWeb
2= Open the web configuration file
3= find a Node : <add key="DevErrors" value="Off"/>
3.1 instead of "off" , replace it with "On".
Now re-produce the error. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82440
Re: RsPublishAction failed
can u get the detailed error by changing the Dev errors to "On".
1= C:\Program Files\Microsoft CRM\CRMWeb
2= Open the web configuration file
3= find a Node : <add key="DevErrors" value="Off"/>
3.1 instead of "off" , replace it with "On".
Now re-produce the error. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82439
Error opening Deployment Manager
Hi,
Please can someone help me. I cannot open the Deployment Manager on our CRM
server. It comes up with a message saying that I need SQL administrative
priviledges to run the deployment manager. I have verified that I am a system
administrator.
I have tried the following:
-Checked that my user I am logged on with is a local admin on both the CRM
and SQL servers
-My user is a system administrator in SQL
-My user is in the PrivUserGroup and the SQLUserGroup
Any help would be appreciated. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82438
CRM SMS Solution
Hello CRM Users / Dealers/Consultant:
We are planning to come out with a Great CRM SMS Solution.
SmartReminder - A powerful SMS reminder function that is synchronized with
your CRM. By entering and saving a calendar reminder, an appointment or a
task, you can elect to have SMS reminder forwarded to your Palm Treo or
Blackberry Phones. With SmartReminder you will never miss a client
appointment
Your Suggestions & Comments are highly appreciated.
Regards,
Manick
ERP Solutions Specialist
manic_m@yahoo.com
Zslinc, USA Tag: Re: CRM Server Backup/Restore Instructions Tag: 82427
E-Mail attachment button missing
My user enters a new email activity and saves it. When he goes to the
attachment tab, he still does not get the New E-Mail attachment button.
When I do the same as an administrator, I do get the E-Mail attachment
button. What is the security setting that my user is missing?
Thank you. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82426
I am asked for a user name and password when I open crmweb from the server.
I just restored CRM 1.2 from a SBS2003(1) machine to another
SBS2003(2) machine for testing the backup of the databse. I followed
the redeployment instructions. When I open crmweb from internet
explorer from the server1, I am prompted with a username/password
dialog box. If I enter a valid user name/password, I get page cannot
be displayed error. I have added a client to the domain of
SBS2003(2). If I log in with the same user password and type in
crmweb, I do not get a username/password dialog box and crm opens.
Does anyone know why this is? Any help would be appreciated.
Thanks,
Lance Tag: Re: CRM Server Backup/Restore Instructions Tag: 82424
How to connect other database of back-end lagacy system from callo
Hello everyone,
Anyone has experience to integrate MS-CRM by creating a customized web
service and call it from postcreate callout with VS 2003, C#?
I have a problem to use sql command to connect another sql database in my
web service. Can anyone give me a sample how to use sql command to connect
other sql database from a customized web service and use that customized web
service in postcreate callout ?
Thank you,
Amnouy Tag: Re: CRM Server Backup/Restore Instructions Tag: 82423
MSCRMExRouter errors in event log
This error shows constantly in our our event logs on the Exchange Server:
Event Type: Error
Event Source: MSCRMExRouter
Event Category: None
Event ID: 0
Date: 5/22/2007
Time: 3:09:03 PM
User: N/A
Computer: TARARI-EXCH
Description:
System.NullReferenceException: Object reference not set to an instance of an
object.
at ADODB.ConnectionClass.get_State()
at
Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox)
at
Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ExecuteService()
Anyone see this error, or know how to resolve it?
I could find nothing from MS.
Thank you,
~N~ Tag: Re: CRM Server Backup/Restore Instructions Tag: 82418
RsPublishAction failed.
Hi,
While installing MS-CRM V3.0 Reporting services, I receive the following
error :
"Action Microsoft.Crm.Setup.Server.RSPublishAction failed. The specified
path is not a metabase path. Parameter name:path".
I am planning to install MS-CRM v 3.0 on a separate sever and SQL Server
2005 + Reporting Services on another server.
Any help will be appreciated.
Regards,
-Sekhar Tag: Re: CRM Server Backup/Restore Instructions Tag: 82416
RsPublishAction failed
Hi,
When I try to install MS-CRM V3.0, I get the following error:
"RsPublishAction failed". It also shows 3 buttons namely, Abort, Retry,
Ignore.
I am a newbie and would appreciate any help.
I have 1 CRM server and 1 SQL server 2005 server running reporting
services. Initially, I had 2 warnings and chose to proceed further.
Thanks,
-Sekhar Tag: Re: CRM Server Backup/Restore Instructions Tag: 82410
CSR and SR Lookup
How can I add lookup attributes to the main Account Form that look up values
from the user table. I want to be able to assign a CSR and an SR to each
Account. These value already exist as users in my system. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82408
System Relationship Behavior
Is there a way to create a relationship on a custom entity that uses the
System type of behavior. This type of behavior exists on things such as
Customer for Case and Regarding for Activity. We would like to create an
entity which can be associated with a client or an account, but it appears
the only way to do this is to add two fields one for each relationship. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82407
Adding to Picklist error
I have a new problem where I cannot add or modify items in a picklist. I am
trying to added another item to the industrycode for accounts, but when I try
to save the new item, the system errors with:
"An error has occurred. For more information, contact your system
administrator"
I have tried another attribute on an entirely different entity and the
problem is the same. Even if I just modify the text of an existing item
within a picklist, I get the same error when I try and save it.
I am running CRM 3.0 with rollup 1 installed.
TIA Tag: Re: CRM Server Backup/Restore Instructions Tag: 82405
CRM DATE TIME NOOB QUESTION
Hello guys...my first post....so heres the problem
i hve this field of type CrmDateTime and i want to set the current
system date onto that field..i need to do this is VB....
now i knw that in VB the Date function gives a diff format than
CrmDateTime,,
Dim mydate As CrmDateTime
mydate.Value = Date.Now
recordchange.pm_lastleadgenerated = mydate
I have tried this but it doesnt work: i get the error: Object
reference not set to an instance of an object.
THANKS A LOT FOR THE HELP
cheers
Vishal Tag: Re: CRM Server Backup/Restore Instructions Tag: 82398
World GMT Table
I can't believe I'm the first person to need this material. Moreover, I can't
believe I can't get result in a google search, but maybe someone here has
some information...
I need to migrate Account data with Country and/or (in several cases) City
GMT Timezone designations.
I have been able to map most Countries to their CRM Address1_UTCOffset Int
values. However, Russia, China, Mexico, USA, and a few other Countries need
to be classified on the City level.
Does anyone know a resource that can give me this data in a table format??? Tag: Re: CRM Server Backup/Restore Instructions Tag: 82397
RM Error: General failure in scheduling engine
Good day!
It seems my installation of CRM 3.0 was ok. I did not come across any
errors, but I have landed with this annoying error; CRM Error: General
failure in scheduling engine. Is crops up when viewing the Service Calendar
and any acvtivity involving a calendar function. Is there anyone who could
shine some light on this problem, or have a cure?
Any help would be welcome.
Ralph Lehmann Tag: Re: CRM Server Backup/Restore Instructions Tag: 82396
Add Contact from CRM to Outlook
I am having an issue with trying to get the Parent Customer field in CRM when
adding a new contact to be added to Outlook for the Company Field. I am not
sure if I need to change the schema of the Parent Customer so it will point
to the schema of the Company field in Outlook? Please advise. I really need
help in doing this. Tag: Re: CRM Server Backup/Restore Instructions Tag: 82393
AD issue with CRM 3.0 installation
Hi,
I get the following error on the last page during installation: "Setup was
unable to verify that the "Trust for Delegation" property is enabled for the
computer object."
I am a newbie and I would appreciate any help in this regard.
Thanks,
-Sekhar Tag: Re: CRM Server Backup/Restore Instructions Tag: 82384
SQL server error whilei installing CRM 3.0
Hi,
I get the following error message for MS-SQL SERVER while installing CRM
version 3.0:
"Setup detected a version mismatch between the specified database and the
current product"
Any help will be greatly appreciated.
Thanks,
-Sekhar Tag: Re: CRM Server Backup/Restore Instructions Tag: 82382
Outlook Client Reinstall fails
Win XP Pro Sp2 with Outlook 2003
CRM 3.0
Trying to re-install Client laptop enabled.
CRM installed originally no problem. There were issues with another program
that caused us to remove the system from the domain and delete the primary
user. The Laptop was added back to the domain and the user re-created.
Upon trying to reinstall CRM Laptop. there are failures. I have tried to
manually uninstall CRM per Microsoft Partner Newsgroup. Still no luck. I
tried the Windows Installer Cleanup Utility and CRM does not even show up to
uninstall. There is one KB931270 hot fix that will not uninstall. When I
try to uninstall the hotfix I get the message"Setup has detected that he
language of Microsoft CRM installed does not match the update language you
are installing." I am completely flaberghasted on this message.
Using Disc2 December 2005 SBE Outlook Client Setup
Microsoft SQL Server Desktop Engine (CRM) Fails to install "Fatal Error
during installation"
MSDE SP4 fails to install "User Cancelled installation." But I did not hit
cancel.
Symantec is disabled.
What to do, What to do? I don't think driving over the laptop with my car
will help but it has crossed my mind.
Any suggestions are appreciated. Thanks Tag: Re: CRM Server Backup/Restore Instructions Tag: 82377
Search for "redeployment tool " if u want to move to another server .