What to do after installing CRM?! Problems....

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  - 1
    - Add random objects to view Is it possible in any way, with any tool (that means at all...), to add random object to a main view? It would have been nice to select any object and add this to "My Active Accounts" for example, not having to be the Owner. Any clues or comments? Thanx, JB Tag: What to do after installing CRM?! Problems.... Tag: 19967
  - 2
    - CRM without exchange Hi all our company needs to install Ms CRM, but we don't have exchange installed, in fact we use another mail server May we have some problems with crm features Thanks. Tag: What to do after installing CRM?! Problems.... Tag: 19966
  - 3
    - Multiple activities Hi! Have anyone come across a tool that can create activities for more than one object at once? I would like to use something like "Advanced find" to select the accounts or contacts, and then create one activity with all these objetcs attached. When your'e attaching one by one from the activity form, only the names are the selectabnle field. Thanx, JB Tag: What to do after installing CRM?! Problems.... Tag: 19965
  - 4
    - Changing Manager for a User In the User Guide for version 1.2 it says on page 15: ============================================================================ If you add users according to the managers they report to, it will be easy to move them from one group to another by simply changing the name of the manager they report to. Changing the manager's name on a user profile disassociates the relationship with the current manager, creates an association with the new manager, and automatically moves the user into the new manager's business unit. ============================================================================ I have not been able to repeat this behavior. The Business Unit does not change for the user when I change Manager (Menu: Actions - Change Manager). I need to change the Business Unit manually. Am I doing anything wrong? Is there special setup requirements needed to get this to work? I also noticed that the roles are deleted when the Business Unit changes. Is this intended behavior, or is it a bug? Any help or guidance is most appreciated Regards, Peter Rundberg Tag: What to do after installing CRM?! Problems.... Tag: 19964
  - 5
    - Escalation and background Workflows Does MSCRM have an escalation feature? Is there a way to make workflows run in the background without user intervention? For example, a case not meeting its target resolution date, could a workflow reassign the case to the supervisor of thye current owner and send an email to notify both parties? Thanks ! Tag: What to do after installing CRM?! Problems.... Tag: 19962
  - 6
    - CRM for Pocket PC? Hi all, Does anyone know if there is any software available to run MSCRM for Pocket PC? Thanks. Rob Tag: What to do after installing CRM?! Problems.... Tag: 19960
  - 7
    - A wishlist... any ideas?? I have some things that I would like CRM to do. Does anyone have any ideas as to how they can be achieved? 1: When I add a filter to a report, there seems to be no way of saving that filter so each time I go in, I have to reenter the fields and values. Is there a way of saving this? 2: Can default share permissions be attached to records depending on who created them? For example, user "A" creates a record and automatically users "B" & "C" can share it. If "B" creates a record, only "C" has a share. Is it possible to also have a generic default for shares if this is not possible? 3: When looking at an accounts or contacts list (ie not actually opened a record), is it possible to have a right mouse click to go straight to an activity for a record rather than opening it (one click only). Many Thanks, Lindsay Barrass Tag: What to do after installing CRM?! Problems.... Tag: 19958
  - 8
    - CRM separate Forest Hi all, What are my options if I need to install CRM into a completely different and separate Forest? Note, we will not be implementing Exchange in this environment as I understand that Exchange is a single forest application. So my question is, will CRM cope with inter-forest authentication? Kind Regards, Ash Tag: What to do after installing CRM?! Problems.... Tag: 19957
  - 9
    - Retrieve custom page layout Anyone know if, via SDK, you can retrieve your customized page layouts? i.e., which field is on which tab, etc. I've got to build a CRM add-on that mirrors a couple of pages, and I'd like to do this as dynamically as possible. TIA ! Paul Mavini Tag: What to do after installing CRM?! Problems.... Tag: 19955
  - 10
    - Triggering a workflow Hi, Can anyone tell me if it is possible to trigger a workflow when a specific selection is made from a custom field pick list (for an existing lead record that is assigned to a user and does not require a change of status)? Also, I assume workflows can be used to update a custom field with a null entry, effectively clearing the field entry? Thanks Tag: What to do after installing CRM?! Problems.... Tag: 19952
  - 11
    - An mscrm.pst already exists at location Hello fello MSCRMers. I uninstalled the Outlook CRM Client and tried to reinstall. The following message showed up: "An MSCRM.PST already exists at that location 'C:\Documents and Settings\user\local settings\application data\mscrm.pst. To continue, cancel setup, .... There is no MSCRM.PST file in that location. I've searched the entire drive but nothing has been found. Any advice on this? Thank you Tag: What to do after installing CRM?! Problems.... Tag: 19947
  - 12
    - Scribe Migrate - CRM 2 CRM I am planning to do a reinstall on our CRM server and have purchased Scribe (didn't come in till JUST now), and was planning to do this over the weekend. I have a test environment and want to try it here before I do this on our production. However this isn't as simple as I thought. I know, I know, read the manual, etc, etc etc. But its near critical that I get this production reinstalled, and I'd rather not work straight through a weekend just to learn this thing. Anways, can anyone give me the basic overview of this? Does this take hours just to create the migration setup? For some reason I had assumed it would have some sort of wizard and witin minutes it would migrate.........*shrug*? Do I have to manually assign each migration path for each table?! What should I read first? any help would be greatly appreciated..... thx, Gary Tag: What to do after installing CRM?! Problems.... Tag: 19945
  - 13
    - CRM screen not coming up.. Has anyone run across the CRM screen not even displaying when trying to log onto it from IE? Tag: What to do after installing CRM?! Problems.... Tag: 19941
  - 14
    - How do you fix Crystal after recovering CRM 1.0 ? Note: We're upgrading hardware for our CRM production implementation. The old hardware is being used as part of our backout plan - thus the reason for using different names for the DB and App server Problem: I've restored the CRM 1.0 databases to the new DB server. I've installed the CRM Application on a new App server (The original DB and App servers are shutdown). The CRM application works except for the Crystal Reporting function. On the new App server, in checking the Crystal APS configuratino on the new app server, it states that the APS belongs to the old app server. Now - what do I have to do to get the APS registered to the new app server? (The old app server will not be used again). Thanks! Tag: What to do after installing CRM?! Problems.... Tag: 19933
  - 15
    - SQL Reporting Services Okay, I've seen this topic mentioned, but no definitive answers Has anyone actually, in reality and in fact, used SQL Reporting Services to create reports against the CRM databases I agree that in theory it can be done, but it would be great to hear from someone who actually has done it in a live production environment Any takers? Tag: What to do after installing CRM?! Problems.... Tag: 19931
  - 16
    - Problem adding items to Price List When trying to add items to a price list, a product is selected from the list and then when attempting to enter a value in the UNIT field, a message appears: "You need to select a Product first." As far as I can tell, this is an endless loop and the price list cannot contain any items. Thanks for any help. Tag: What to do after installing CRM?! Problems.... Tag: 19930
  - 17
    - Can I share entities in migration process? The entities in CRM have only one owning user. If I want=20 who a user see a entity of another user, the entity must=20 be shared with this user.=20 Well, I want migrate entities who must be shared with some=20 users. Exists a way to do it? Thank you for pay attention and sorry my bad english. []'s Vin=EDcius Pitta Lima de Ara=FAjo Tag: What to do after installing CRM?! Problems.... Tag: 19929
  - 18
    - CRM on a Stand Alone box!- Problems Hi All, I have the following installed on the same box Windows server 2003 as the Domain Controller Exchange server 2003 MS CRM 1.2 Everything works fine if I have my computer connected to a network. But I have problems( Lots of error messages in the event log) if my network connection is unplugged. It takes me 10-15 minutes to shut down/ start my box. Has anyone experienced these problems. Another interesting point is that the following services do not start automatically ( although it is set to automatic). MS CRM Security service Crystal APS service. I understand that I have put a lot of questions out there. I would really appreciate any help in this matter. Thanks, Juma Tag: What to do after installing CRM?! Problems.... Tag: 19928
  - 19
    - Can I turn a Activity field in a picklist? I know who the Activity entity is not customizable in CRM=20 1.2. However, can I turn the category and subcategory=20 fields in a picklist? If yes, how? Thank you for pay attention. []'s Vin=EDcius Pitta Lima de Ara=FAjo Tag: What to do after installing CRM?! Problems.... Tag: 19925
  - 20
    - SAP to Microsoft CRM integration Has anyone integrated Microsoft CRM with SAP ERP solutions or know of any tools that might help? Tag: What to do after installing CRM?! Problems.... Tag: 19920
  - 21
    - CRM Database Schema We are using Microsoft SQL Reporting Services to write reports for Microsoft CRM and I am wondering if anyone knows where there is some good documentation for understanding the database schema and the relationships between tables. Thank you in advance. Tag: What to do after installing CRM?! Problems.... Tag: 19916
  - 22
    - Ownership of an Activity Problem: When you assign an activity (e.g. outgoing phone call)to another user it appears in the actvity list of both the "owner" and the "call initiator" (in this case, the person who is assinging the activity). A typical scenario: Telecanvasser owns a lead with an associated activity to make a call. Telecanvasser assigns lead to a salesman. Salesman now sees lead and has a task to call. Telecanvasser also still has a task to call. Confusion reigns! Has anyone any suggestions on how you could automatically change the call initiator to be the same a the call owner when it is assigned? You can do it manually of course but it adds an extra step in a process I am trying to make as simple as possible. Alternatively, can anyone tell me how to creat/modify the activity view in either workplace or home? Tag: What to do after installing CRM?! Problems.... Tag: 19912
  - 23
    - Exchange Connector Cluster Hi all Has anybody experienses with installation the Exchange Connector to an Exchange 2003 Cluster Server? Thx for all informations Thomas Tag: What to do after installing CRM?! Problems.... Tag: 19909
  - 24
    - Outlook resources integration Hi can anybody had integrated existing Outlook Resources (like meeting room, overhead projector...) to MS CRM ? It could be useful when you schedule an appointment on MS CRM and you want to book a room. Tag: What to do after installing CRM?! Problems.... Tag: 19902
  - 25
    - HOWTO: Customizing CRM - include auto-number field? Hello, We would like to customize our CRM Opportunity form. We want to include a OpportunityNumber field, which will be auto-generated when the new opportunity is created, similar to auto-numbers for Contracts, Cases, Articles, Quotes, etc. Is it possible and how do we go about it? I've looked at CRM Deployment Manager. It's possible to create a simple custom Attribute for particular object. But I couldn't figure out how to make it an auto-generated number, like SQLServer Identity... Could I just modify OpportunityBase table in MSCRM database? Do I need to change METABASE database too?.. Or should we consider modifying Opportunity aspx page?.. Thanks in advance. Regards, Dmitri Tag: What to do after installing CRM?! Problems.... Tag: 19884
- Next
  - 1
    - MSCRM time out? Hi, does anyone know if the product has a time_out functionality? especially on the web client.. MSCRM is per user license, For exampple the client only bought 1 named license, does it mean 2 users can log in to the system using the same login account? Thanks =) Tag: What to do after installing CRM?! Problems.... Tag: 19883
  - 2
    - Manual Update of Product Table Hi would it be possible to create a trigger to add/lessen a numeric field in the product table? Here's the scenario I wanted, whenever I include a product in ORDER MANAGEMENT, I need to update some fields in the PRODUCT TABLE (ITEMONHAND), we need to make it appear similar to a simple inventory system wherein the product number (ItemOnHand) is updated whenever an order for a product is created. I tried exploring if WorkFlow Manager allows the update, but among the objectas I tested, no MANUAL workflow could UPDATE the Product Object.. I was planning to use a trigger on a dummy field in the ORDER Object, so that once it is changed, an SQL Trigger would go directly to the PRODUCT Table and update the field of the corresponding product. Questions: Can I do this scenario using only the CRM Customization Tools? If I use SQL Triggers, will this void any support? or will this cause support issues? Thanks =) Tag: What to do after installing CRM?! Problems.... Tag: 19873
  - 3
    - account schema In our implementation, we've added several custom fields to account. Does anyone know how to retrieve this schema dynamically?(specifically, not the default account schema, but the internal account schema including the custom fields.) my assumption is that Internally MSCRM uses this schema to validate account inserts and updates. Tag: What to do after installing CRM?! Problems.... Tag: 19872
  - 4
    - Gerneating guID's for new entities using code Hi, I am working with the CRMQuoteDetail object, trying to create new quote lines through a custom app. The web service fails on the Create method, with the soap detail for the error suggesting that the quotedetailid can not be null. This is okay, except that when creating accounts or contacts, the underlying platform generates the ids automatically, so i'm not sure if i can just use C# to create a standard guID to use. If anyone knows what i'm talking about and can help, I would greatly appreciate it. Cheers Chris Tag: What to do after installing CRM?! Problems.... Tag: 19870
  - 5
    - =?iso-8859-1?Q?Reports_list_view_isn't_displayed?= Hi all, Issue: Crystal Enterprise fails to display the Reports list view and the following error is displayed: "Please verify that you have enough Crystal licenses." I notice IG.pdf lists this item in the report troubleshooting section. The solution provided there applys to member server. In my case, everything(CRM server, sql server, exchange server) is installed on single laptop which is a window enterprise server DC. Any advise of solving the problem will be highly appreciated. Thanks in advance! Chaz Tag: What to do after installing CRM?! Problems.... Tag: 19867
  - 6
    - Unexpected Errors sending email I have just installed CRM. I am having problems sending email from it. When I set the DevError on the config file to on it states: An unexpected error occured. An error occured attempting to dispatchthe email: HTTP Status: 404 Nor Found. URL may be invalid. Error Number 0x80040216. Source d:\crm\build\3297 \src\platform\include\proxy\proxyutil.h Line 47 Query String //Activities/Email/edit.aspx Can anyone shed any insight on this? Thanks in advance. Tag: What to do after installing CRM?! Problems.... Tag: 19863
  - 7
    - CRM task are not showing up in outlook? One of our workstations is not showing the task that are created in CRM in the task under outlook. He also recieves a permissions error after creating the task but it still post in CRM. the other workstations work just fine. Tag: What to do after installing CRM?! Problems.... Tag: 19861
  - 8
    - Microsoft announces feature pack Check out their announcement: http://www.microsoft.com/presspass/press/2004/jun04/06- 01DrivesValueCRMPR.asp Microsoft Business Solutions Drives Additional Value In=20 Microsoft Business Solutions CRM 1.2=20 New Feature Pack Offers Tighter Integration With Microsoft=20 Office 2003, Availability of Microsoft CRM Mobile 1.2 and=20 Other Product Enhancements=20 REDMOND, Wash. -- June 1, 2004 -- Microsoft Business=20 Solutions today announced significant enhancements to=20 Microsoft=AE Business Solutions CRM 1.2, due to be released=20 in August. This Microsoft CRM 1.2 feature pack will=20 deliver additional features without additional license=20 fees to Microsoft CRM customers. The feature pack will=20 increase the value of the CRM solution in three key areas:=20 closer integration with Microsoft Office 2003,=20 availability of Microsoft CRM Mobile 1.2 and additional=20 feature enhancements. Deeper Integration With Microsoft Office 2003 The recently announced Microsoft Office Information Bridge=20 Framework will considerably deepen the integration between=20 Microsoft Office 2003 and Microsoft CRM. This closer=20 integration will make it easier for users to create and=20 track sensitive letters, escalate cases and look up=20 customer data, all without leaving Microsoft Office 2003.=20 This eliminates the need to switch back and forth between=20 programs. In addition, through powerful integration and=20 collaboration between Microsoft CRM, Microsoft Office 2003=20 and Windows=AE SharePoint=AE Services, Microsoft Office=20 Solution Accelerator for Proposals for Microsoft CRM will=20 enable organizations to create effective sales proposals=20 and shorten proposal-generation cycles=20 "This feature pack truly delivers on Microsoft's=20 commitment to integrated innovation," said Anders Brown,=20 group product manager for the Information Worker New=20 Markets Solutions Group at Microsoft Corp. "Two already=20 great products -- Microsoft CRM and Microsoft Office 2003 - - have already proved themselves to be powerful tools for=20 conducting business more efficiently and supporting strong=20 customer relationships. The deepened integration helps our=20 customers harness the true power of both products and=20 create a business environment characterized by a high=20 level of collaboration and productivity."=20 The new Microsoft Office 2003 integrations to Microsoft=20 CRM will be available in both American and International=20 English in August. Additional language localization will=20 be delivered in the fourth quarter of this year:=20 Information Bridge Framework in German, and Office=20 Solution Accelerator for Proposals in French, Spanish and=20 German.=20 Microsoft CRM Mobile 1.2 Microsoft CRM Mobile 1.2, previewed earlier this spring,=20 is focused on providing critical customer information to=20 sales and management personnel whenever and wherever they=20 need it. Microsoft CRM Mobile 1.2 enables contact=20 management and opportunity management capabilities on=20 Pocket PC 2003 devices. Microsoft CRM Mobile 1.2 will=20 support American and International English only. Additional Microsoft CRM Enhancements The Microsoft CRM 1.2 feature pack includes enhancements=20 across the Sales for Outlook=AE client; a redeployment tool=20 to enable the migration of Microsoft CRM configurations=20 and data among deployments, sites and application domains;=20 and reporting enhancements to drive best practices in=20 developing parameter-based reports and their management. "The Microsoft CRM 1.2 feature pack will help businesses=20 build even more powerful relationships with their=20 customers," said Helene Cole, chief executive officer with=20 Altara. "Our customers take their investments in=20 technology very seriously, and Microsoft CRM helps them=20 maximize those investments by providing opportunities to=20 closely integrate with existing Microsoft solutions."=20 Tag: What to do after installing CRM?! Problems.... Tag: 19860
  - 9
    - CRM Usage - Question Is there anything I lose, functionality-wise, in CRM by having my users work solely in CRM for Outlook? We haven't started using CRM yet so I would be very interested in anybody's experience/opinion. I don't want my users to have to switch all over and it seems like you can do everything in CRM For Outlook. The one weak thing I do see is that you don't see your email queue the way you do in the web browser, but I am going to write a separate ASP page for that so that's not a problem Thanks. Tag: What to do after installing CRM?! Problems.... Tag: 19859
  - 10
    - Metadata cache error Hi Everyone, I am logging in over a VPN and getting a Metadata Cache error when going offline. It says No Entity. Has anyone seen this before. thanks in adv.. Nic Tag: What to do after installing CRM?! Problems.... Tag: 19856
  - 11
    - SQL Field Limitations I understand that there are 8000 character limitations on tables in SQL that affect CRM's ability to extend customizations on any particular object. I also understand that once a field is created in CRM and deleted, that, currently, those characters are not recoverable. Is there any way for me to quickly determine what usage level I am at on a particular object (current and orphaned) via SQL query or otherwise. Thanks in advance. P.S. I did not do the original deployment and am unable to get any info from those who did. Tag: What to do after installing CRM?! Problems.... Tag: 19855
  - 12
    - Question: deleted user in active directory before deleting in crm If a user in active directory is accidently deleted before deleting the user in CRM, thus making the CRM account orphaned, how can the CRM account be removed to free the license? Tag: What to do after installing CRM?! Problems.... Tag: 19851
  - 13
    - assigning and sharing activities Is there any way to set it up so that I can pick and choose which activities I want to share from one contact/account. I have a list activities under one contact, but I don't want to share them all. When I select only one activity and go to actions/share - it automatically adds the person/team to all activities. This is a major problem. Jen Tag: What to do after installing CRM?! Problems.... Tag: 19850
  - 14
    - Sending CRM E-mail from CRM Sales for Outlook One user gets a "Contact your System Administrator" message when they sending a CRM E-mail from CRM Sales for Outlook. Another user does this function fine. What setting controls this. Thanks Tag: What to do after installing CRM?! Problems.... Tag: 19849
  - 15
    - Crm Sales for Outlook Hi, I am tryin to install the sales for outlook on an XP pro box running Outlook 2003. However, I get to the point where it ask you to enter in the url of the crm server.. I enter in the ip address of the crm server and i get an error message saying setup can'f find crm componets. If i go to my web browser and but the same ip address in i am able to log into crm. but for some reason the sales outlook version cannot find the sever componets with this IP can someone pls help. e-mai: iscott@econolite.com Tag: What to do after installing CRM?! Problems.... Tag: 19848
  - 16
    - Global Replace Hi, I need to be able to clear the contents of a custom field for multiple lead records. This could mean clearing specific fields for hundreds of lead records at a time. Basically I want to allocate leads to individual sales guys and at the end of the month clear the contents of some of the fields that they may have filled. Obviously its not feasible to do this for each individual lead record. This may seem strange but fits with our sales process. Thanks Tag: What to do after installing CRM?! Problems.... Tag: 19845
  - 17
    - Updating Boolean Field with onChange I am having difficulty with setting a value of a new boolean field using the OnChange scripting against a picklist. If anyone has some sample code / formatting information that I can use it would be greatly appreciated. Also, I also need to know if it is possible to stop the default value for the Revenue (isrevenuesystemcalculated) field on the opportunity form being set to "Yes" when the "Convert Lead" function is used. We can set the default value to "No" for user created Opportunities but when Convert Lead is used it seems to ignore the default value. Again, any help would be most appreciated. Tag: What to do after installing CRM?! Problems.... Tag: 19844
  - 18
    - CRM and MultiSpeak There is an initiative in the cooperative utility world to streamline integration between systems using a common protocol. That protocol is called MultiSpeak www.multispeak.org. It appears to be very similar to an EDI transaction but that is a very cursory observation. Question: Does anyone know if MSCRM has been integrated using MultiSpeak or if it is MultiSpeak compliant? Thanks. Tom Tate Tag: What to do after installing CRM?! Problems.... Tag: 19841
  - 19
    - Access to Web Client Question: What do most people do in terms of accessing the CRM Web Client? I mean, do you first have to connect to domain via VPN, and then connect to the Internet and the CRM Web Client; or do you allow access via Web directly (without having to go through VPN)? Our site is setup to have to connect via the VPN first. Thanks, Ian Tag: What to do after installing CRM?! Problems.... Tag: 19838
  - 20
    - MS Project Integration Has anyone seen MS CRM linked to MS project. The idea being to automatically creat a project with an opportunity (use of project template...) Regards Antoine Tag: What to do after installing CRM?! Problems.... Tag: 19836
  - 21
    - Time based workflow (escalation) I've got a requirement to escalate cases not resolved within a period of time (eg 4 hours) to a manager. (I've also come across a similar request with respect to leads being escalated if not picked up within a day and re-allocated etc.) In Workflow Manager there doesn't seem to be a way of automating this. Am I missing anything? Tag: What to do after installing CRM?! Problems.... Tag: 19833
  - 22
    - Renaming a Business Unit Hi there! We want to rename a business unit. This is not possible through the CRM interface. Can we do it from the SQL Server directly? If we de-activate the BU and then create a new one, will there be any problem with the users that now work normally under the old BU? Thanks, Elena Tag: What to do after installing CRM?! Problems.... Tag: 19831
  - 23
    - Exchange for CRM I was wondering if we can install CRM without installing Exchange server. Tag: What to do after installing CRM?! Problems.... Tag: 19825
  - 24
    - Can teams OWN objects? It seems as though in version 1.2, teams cannot own objects...whereas version 1.0's documentation suggests that objects CAN own objects. In Version 1.0 objects can be assigned to (OWNED) or shared with Teams. In Version 1.2 objects can only be shared with teams. Can anyone confirm this? RF Tag: What to do after installing CRM?! Problems.... Tag: 19814
  - 25
    - Installation of CRM Server result in Unknown Error 80040E31 I am attempting to install a evaluation copy of CRM server on windows 2003 and database server is SQL 2000 SP3 on windows 2003. A new domain was created on a single server. Installation goes fine for a long amount of time then at the very end I get the following error.... I have uninstalled and reinstalled 4 times!!! Please help Here is the error Setup was unable to install Microsoft CRM SErve Setup was unable to provision your organizatio Setup was unable to create the root busines Unknown Error 80040E3 Before re-installing, I have removed the crm database files from the SQL 2000 server and have als removed the OU from the active directory I understanding the error 80040E31 is the timeout error, but I am running the SQL2000 and the CRM on a same machine on its own domain. Why would there be a timeout Thanks in advance, Antonio Tag: What to do after installing CRM?! Problems.... Tag: 19813

I have just installed MS CRM 1.2 on a SBS2003. Everything went fine but when
I try to access the website I get HTTP 400 - Bad request "The page cannot be
found".
It seems that everything in IIS is OK.

Any ideas???

Thanx,
Michael.

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