back up the data in the CRM

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - New installation I have several questions: 1. After the installation of MSCRMv1.2, SQL distribution database wasn't seemed to appear at all. Why does this happen? 2. In v1.2 Sales for OUtlook Client, since it has its own local web server(IIS). What is the update interval from local IIS to IIS on MSCRM server? 3. Since we can't delete Business Unit in MSCRM, what is the workaround to remove any BU that are obsolete? Tag: back up the data in the CRM Tag: 30704
  - 2
    - Date settings You can set various date formats from System Settings in CRM including dd/mm/yyyy. From: "David Mobile" <DavidMobile@discussions.microsoft.com> Subject: Date settings Date: Monday, 20 December 2004 4:05 PM Can date be changed from eg 12-21-2004 to 21 day of 12 month 2004 re 21/12/2004 instead of 12/21/2004? Thankyou -- dave mobile Tag: back up the data in the CRM Tag: 30703
  - 3
    - Date settings Can date be changed from eg 12-21-2004 to 21 day of 12 month 2004 re 21/12/2004 instead of 12/21/2004? Thankyou -- dave mobile Tag: back up the data in the CRM Tag: 30702
  - 4
    - Moving CRM contacts into outlook I am having trouble selecting all the contact info I have created in CRM and moving that info into outlook, can somebody help, also when viewing account info only the fax number shows in account info, address also does not show how do I fix this Appreciate any help -- dave mobile Tag: back up the data in the CRM Tag: 30701
  - 5
    - copy role from business unit to another hi all can i copy any role form business unit to another business unitwith crm 1.2 thanx alot Tag: back up the data in the CRM Tag: 30697
  - 6
    - Next Version Is there any idea when the next version of CRM will come out. It would appear there are a lot of deficiencies in this current version. Kim Tag: back up the data in the CRM Tag: 30689
  - 7
    - freespace How can i remove custom fields in deployment manager Im worried I might exceed the no of fields I can create! What is the limit and if theres a way to free up some fields how could I do that. Tag: back up the data in the CRM Tag: 30688
  - 8
    - launch query on new thread? Using csharp/asp.net and the SDK, I want to launch a process containing a long-running CRM query on a new thread. I don't care about waiting for an async callback, because the new thread will write its status to the cache, so I just launch the new thread with thread.Start(). Problem is, the new thread doesn't appear to have permission to execute a CRM fetch; I get an http 401 error. It executes a crm login right before that without a problem though. I'm guessing this is because the new thread doesn't run in the same security context as the thread that launched it, but I don't know how to determine this or what to do about it. The web folder is already configured for windows authentication, and anonymous access is not allowed. If I run the very same code without spawning a new thread, it works great. Anyone got some tips? Tag: back up the data in the CRM Tag: 30683
  - 9
    - trouble going online I am not able to back online . the error i receive is "unexpected error, please try late. if the error presist please try again later." any solid suggestions. Thanks Tag: back up the data in the CRM Tag: 30678
  - 10
    - clean data I want to clean up the data from the exsisting setup and keep the customisation intact . ANy suggestions. Thanks Tag: back up the data in the CRM Tag: 30674
  - 11
    - Opportunity status change rule not working I have created a workflow rule to send an email to management when the status of the Opportunity changes to "won". It does not work. I'm set as Root Business Unit, and I've used the proper status field "statecode". Is there something I'm missing? Thanks for your help! -- DDT Tag: back up the data in the CRM Tag: 30663
  - 12
    - Modifying Contact view of Account Form Hi, I would like to add the "jobtitle" of the contacts in the "Contact" view located in the Account Form. Anybody knows how to do this? thanks a lot Tag: back up the data in the CRM Tag: 30662
  - 13
    - Specified logon name already exists Please help. I have a remote CRM user who has been using SFO for about a month now without problems. Yesterday, however, he went offline and now when he attempts to go back online he gets the following error: "The specified logon name already exists. You must specify a unique domain logon name or open the user record that is using this name already." He is able to access CRM via the web interface, and his Outlook appears to be functional. We have CRM 1.2 with performance & toolbar hotfixes installed. His Outlook is 2003 w/ SP1. Any thoughts would be greatly appreciated. Thanks, Daryl Tag: back up the data in the CRM Tag: 30661
  - 14
    - Microsoft CRM Workflow and Business Process Accelerator Hey everyone, The team is wrapping up our work for the year and getting ready for the holidays. As part of that wrap up, we've just posted a really cool Workflow and Business Process Accelerator on the Microsoft Download site: http://www.microsoft.com/downloads/details.aspx?FamilyId=8D31A81C-E369-4E07-8268-6E2407C6BF14&displaylang=en You'll find a lot of great content on how to increase the effectiveness of your sales and service people using the automation capabilities of the workflow engine in Microsoft CRM. Additionally you'll find educational content and sample code to help you rapidly put these ideas and capabilities to work in your company. Take a look and let us know what you think. Happy Holidays! Alex -- Alex Simons Director of Program Management Microsoft CRM ------------------------- This posting is provided "AS IS" with no warranties, and confers no rights. Use of included script samples are subject to the terms specified at http://www.microsoft.com/info/cpyright.htm Tag: back up the data in the CRM Tag: 30659
  - 15
    - Print quote + export to word + save as + create note w/attach Hi all, I would like to know if anybody has already done something similar, even using some (cheap) commercial program. The main goal is to add a button on the quote form (as explained previously in this group) that should: - invoke Crystal Report in a "silent mode" passing some parameters (quote ID, folder name to say where to put the exported report, etc.) and telling CR to export the report in Ms Word format to the folder specified; - create a note with the Word file attached. I am sure the last step is very easy, but I cannot figure out about the first one. I think that editing a quote in Ms Word format prior to send it to the customer should be one of the easiest activities of a salesman, and with this product seems to be a bit too complex... Another way could be to use SFO and the "Print quote for customer" function, with the mail merge feature, but in this case if you added some fields to the offer you can not use those new fields, and your customer will not be happy so much. I waited also for the Office Information Bridge Framework for CRM, and for something called "Accelerator for Proposal" (mmh, the name was exactly was I was looking for...), but I discovered that the MOIBF for CRM only "exposes" account, contacts, and so on, and we are still waiting for the Accelerator. At the end, I decided to post this message, hoping in your help... Thank you in advance, Ruben. Tag: back up the data in the CRM Tag: 30657
  - 16
    - CRM Pro subject manager w/ 1 user I using CRM Pro, I only need one user (small wine company starting up). I found the posting about needing to be logged in as the original administrator to use the subject manager, however, I can't seem to switch to use a different user now that I have created the administrator user. While attempting to switch, I get locked out of the system for having no user license. (Tried that once, and had to reinstall; currently just logging in as administrator) Is there any way around this? Thanks, ESH Tag: back up the data in the CRM Tag: 30656
  - 17
    - SQL database Hi, I have just converted an access database and placed it in the SQL database for CRM with all relationships and data i had from the old database. The records are all in place in the correct database (companyname_MSCRM) but i still can not seem to get any of the data into CRM itself... what am i doing wrong? Tag: back up the data in the CRM Tag: 30654
  - 18
    - An unexpected error occurred.(CRM Email) Need some help, I'm running MS Small Biz 2003 server and CRM 1.2 on the same box. I have been stumped by this error: COM Proxy: Error Loading File : File may not exist, damaged, or ect. The above is from teh Debug Info. Error Description: An unexpected error occurred. Error Details: An error occurred attempting to dispatch the email : Could not connect to host Error Number: 0x80040216 Source File: D:\crm\Build\3297\src\platform\include\proxy\proxyutil.h Line Number: 47 Date: 12-17-2004 Time: 10:02:11 AM Type: Platform Error (2) Server: companyweb Query String: /Activities/Email/edit.aspxid={CB84A6B5-F0AD-4891-B289-208383D1DB9B} I think the fix is siple from reading other articles, but I can not seem find. Any help? Tag: back up the data in the CRM Tag: 30653
  - 19
    - Update custom made picklist with the help of sdk Hi, I have made my own picklists and when I create eg. an incident with the help of SDK I would like to update my picklists as well with the corresponding value. I have made three picklists for an incident(case), but I can't figure out how to update it from the SDK. Can anyone help me on this one? This is how I do it in my xml query: (int)Microsoft.CRM.Flags.ObjectType.otIncident In contact I have just made one picklist and the update seems to work alright. That's why I suspect one can only have one custom picklist. Can any one confirm? Thanks, Tag: back up the data in the CRM Tag: 30650
  - 20
    - CRM and Exchange Hi everybody, I'm a newbie in CRM, but I'm learning about it. I've got a scenario in which I have to create an ActiveDirectory subdomain. In this subdomain I have to install MS CRM. Do you know if I have to install Exchange in the same subdomain? Alternatively can I manage this by using the mail router of CRM to connect to the Exchange in the main domain? Would this work without installing exchange in the subdomain? Thanks a lot. davide Tag: back up the data in the CRM Tag: 30646
  - 21
    - Automatically updating fields Hi, Sorry to repost this but I just want to check whether there are any new options for what I want to do: I have several thousand records in MS CRM (leads and accounts), which contain fields like annual turnover, number of employees etc. In 12 months time the information in such fields will be out of date and I need to be able to up date these fields from an external source so that we can continually target our marketing activity based on fields like turnover, number of employees etc. Responses to my original post gave the following options: 1. Scribe Insight 2. Write SDK Calls 3. Update the database table directly in SQL (unsupported) Does anyone know of any other options? Thanks Lee Tag: back up the data in the CRM Tag: 30642
  - 22
    - Crystal: Verify you have enough crystal licences I have been experiencing a problem, like many of you, with Crystal reports on a CRM 1.2 server reporting that there are not enough licences when I try to access a report. The reporting service works for a while and then stops - restarting all of the crystal services make no difference but after rebooting the server it starts to work again. There are a number of events in the event viewer i.e.: ------------------------------------------------------------------------------- MSCRM Platform Error Report: ------------------------------------------------------------------------------- Error: Unable to access crystal; check to see if you have enough licenses : Unable to log into crystal; check to see if you have enough licenses : Unable to connect to cluster @IIS01.CCSIT.CO.UK to retrieve updated APS member list. Logon can not continue. Error Message: Unable to access crystal; check to see if you have enough licenses : Unable to log into crystal; check to see if you have enough licenses : Unable to connect to cluster @IIS01.CCSIT.CO.UK to retrieve updated APS member list. Logon can not continue. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) For more information, see Help and Support Center at ------------------------------------------------------------------------------- I tried the reported fixes I can find but nothing worked, INTERACTIVE and Authenticated Users have the correct access rights. Finally I resolved the problem by tracking through the connection that the Crystal_CrystalAPS service uses. It uses a DSN to connect to the database (Specified in the service properties). testing the connection was failing - it turned out in my case that the service was using the local service account and that the local service account on my server didn't have any access rights on the database. I have fixed this by granting (Temporarily) the IIS01$ service account SysAdmins rights on the SQL server. I am posting this purely in case other people have the same problem and want another straw to clutch at! If you have other fixes which work for you post them in response to help out other people - so far I have found lots of problem reports but few fixes. Thanks Tag: back up the data in the CRM Tag: 30640
  - 23
    - Removing standard buttons from main sales window (Account) Chris, is there also a way to remove the "New Account" button above the grid in the Sales module (when Account is selected from the left nav pane) and replace it with a custom "New Account" button? I need to do this, because our client wants to perform some checks before a salesperson can actually insert new account data. Thx in advance, Gwendy Pavlovic "Chris Rogers" wrote: > Sebastiano, > > Totally unsupported, but effective. Edit /SFA/accts/edit.aspx (after > making a backup copy!) and place the script below between the </body> > and </html> tags at the bottom. Developer exercise: Since the > functions are common to many forms, a better way would be to have them > defined in a separate file and reference that with a <script > language="javascript" src="..."></script> element within the <head>, > then only have the RemoveToolbar* function calls in your end-of-page > script. > > Chris Rogers > www.CustomerEffective.com > > > <script language="JavaScript"> > > // sButtonTitle is the exact button title (e.g., "Recalculate" or > "Look Up Address..."). > // For buttons with icons, add a leading space to sButtonTitle > (e.g., " Send E-mail"). > function RemoveToolbarButton (sButtonTitle) > { > var oToolbarTDElement = > document.all.mnuBar2.childNodes[0].childNodes[0].childNodes[1]; > var oToolbarItemToRemove; > > for (var i = 0; i < oToolbarTDElement.childNodes.length && > !oToolbarItemToRemove; i++) { > if (oToolbarTDElement.childNodes[i].innerText == > sButtonTitle) > oToolbarItemToRemove = oToolbarTDElement.childNodes[i]; > } > > if (oToolbarItemToRemove) > oToolbarTDElement.removeChild(oToolbarItemToRemove); > > } > > // iSpacerIndex is 0-based (so 0 means the first spacer, ...) > function RemoveToolbarSpacer (iSpacerIndex) > { > var oToolbarTDElement = > document.all.mnuBar2.childNodes[0].childNodes[0].childNodes[1]; > var iSpacerCount = 0; > var oToolbarSpacerToRemove; > > for (var i = 0; i < oToolbarTDElement.childNodes.length && > !oToolbarSpacerToRemove; i++) { > if (oToolbarTDElement.childNodes[i].outerHTML == "<IMG > src=\"/_imgs/mnu_hSpacer.gif\">") { > if (iSpacerCount == iSpacerIndex) { > // We found the spacer we want to remove. > oToolbarSpacerToRemove = > oToolbarTDElement.childNodes[i]; > } > else { > // Not there yet. > iSpacerIndex++; > } > } > } > > if (oToolbarSpacerToRemove) > oToolbarTDElement.removeChild(oToolbarSpacerToRemove); > > } > > RemoveToolbarButton(" Send E-mail"); > RemoveToolbarSpacer(0); // as it's no longer necessary. > > </script> > > > "Sebastiano Castrini" <castrini(remove)@libero.it> wrote in message > news:#FiH9ltpEHA.3244@tk2msftngp13.phx.gbl: > > Hi. > > > > Is there an (unsupported but effective) way to remove standard buttons > > in > > Toolbar (ie the "Send E-mail" button in Account Form") > > > > Sebastiano. > > Tag: back up the data in the CRM Tag: 30639
  - 24
    - New Installation Hi All I new with CRM. If I want to install CRM, I need to have a win 2003 server, a SQL server and A CRM server. Can all these server installed into a single computers or they need individual computer? Thanks Tag: back up the data in the CRM Tag: 30638
  - 25
    - Send Direct E-Mail as another User I apologise if someone has posted this before but I've looked everywhere and cannot find an answer to this one. I am trying to send a direct email template as another user and I am having issues. There issue is to do with assigning as another user. Here is the process that I am following. 1. I select the records (contacts or accounts) that I wish to send the email to. 2. I select Actions -> Send Direct E-Mail 3. I select the appropriate template that I wish to send 4. I select the Option to Send Direct e-mail to: Selected Items on this page 5. I select the magnifing glass at the right of User/Queue: to select the Send direct e-mail from: field 6. In the Look Up Records Window I select the Go button and I see only my own Username. No matter of searching (ie entering correct user names or wild characters) will result in another User Name being displayed. I have tried adding Users to teams/Territories they are all in the same Business Unit. I have tried from a System Administrator account however none of these have resulted in another user being displayed. I haven't found any documentation on the configuration of this if anyone has a solution to this it would be very helpful. Thanks in Advance. Tag: back up the data in the CRM Tag: 30635
- Next
  - 1
    - Picklist 'type ahead' feature When a custom picklist is added to a form, the user has to scroll to select the appropriate entry. My users are frustrated that this product does not act in the same way other MS products do...begin typing in the field and the picklist advances based on the letter(s) typed. I have one field that has 500 items in the list. Any suggestions? Thank you! Tag: back up the data in the CRM Tag: 30630
  - 2
    - Field masking I am looking for a way to mask phone number fields on the contact, lead and account forms. There must be some custom code out there... Tag: back up the data in the CRM Tag: 30629
  - 3
    - Fax Merge with Custom Fields and attachments Hello all, Has anyone been successful in implementing a Fax solution that will merge customs fields and include attachments? Any suggestions would be appreciated. Tag: back up the data in the CRM Tag: 30628
  - 4
    - Users of top-level business unit are unable to log in to CRM. All of our users who are members of the top level business unit are unable to access CRM through SFO or CRM Web. When attempting to access through the Web, receive "External Error - No Such Object on Server - The selected object could not be found. Verify that the object exists in both the database and the Active Directory. When trying to access through SFO, receive the below error: Microsoft CRM Platform Error Report: Error Description: There is no such object on the server. Error Details: Details on this error have not been provided by the platform. Error Number: 0x80072030 Source File: Not available Line Number: Not available Date: 12-16-2004 Time: 11:51:48 AM Type: Platform Error (2) Server: 127.0.0.1 Query String: /stage.aspxpage=Home&area=nav_home Last night we deleted and renamed a number of roles at this level. All these changes should trickle down through all the sub units. Users at lower level units are able to get in with no problem. Tag: back up the data in the CRM Tag: 30622
  - 5
    - Group Policy Software Installation Hi, I was check if anyone was successful in installing Sales for Outlook using group policy. I tried to use the msi and a zap file. No luck with either of them. Is this feature supported or will be? Thanks, Gaurav Dalal Tag: back up the data in the CRM Tag: 30621
  - 6
    - Unhandled Exception Error - Urgent Hello All, We just published customizations from our Sandbox to our real Test environment. Looks like all of the customizations came across. However, I am having issues with some of the views. For example when I go into the Settings --> Business Unit --> Business Unit screen I get the error below. This occurs with Users as well. It also occurs when I go to System Customizations --> Lead, Accounts, etc..I can still create Business Unit and I can perform customizations to the Object forms...I just continue to get this error with the views. Any recommendations will be greatly appreaciated/ Error Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Query String /_grid/grid_data.aspxsortCol=name&sortDir=ascend&viewId={00000000-0000-0000-00AA-000010001018}&filter=&pageNum=1 Tag: back up the data in the CRM Tag: 30614
  - 7
    - Workplace Activities Views Where can I go to modify the Activities View in my Workplace? I would like to add the Account Name field to all the activities listed. Tag: back up the data in the CRM Tag: 30612
  - 8
    - Changing Activities Default Times Is it possible to change the default duraction time of all activities to 15 minutes? I cannot find where to change any activities screen (ie. fax, mail, appointment, etc) properties. Thanks! Tag: back up the data in the CRM Tag: 30611
  - 9
    - Billing from time spent on cases I am really in need of a add-on piece to CRM that would allow our company (and our clients, for that matter) to bill based on time spent on a particular case. Specifically, I'm looking for Technical Support-based time billing and Legal time billing. We're looking for CRM to automatically compile hours for a given customer and then, after progressing through a billable time review process, generate invoices. I think I've heard that that functionality was originally going to be handled by Great Plains, but many of our small clients are looking for CRM and the capabilities mentioned above without having to adopt GP as well. Any help would be greatly appreciated. Tag: back up the data in the CRM Tag: 30609
  - 10
    - Email line spacing Thanks, it worked! This must be another "feature" of MSCRM Tag: back up the data in the CRM Tag: 30607
  - 11
    - Any word on the release of CRM version 2.0? I was reading the recent press release from Microsoft (http://www.microsoft.com/presspass/features/2004/dec04/12-14YearReview.asp#empowering) and noticed no mention of the next release of Microsoft CRM in it. Does anyone know when the next version is planned for release? Tag: back up the data in the CRM Tag: 30600
  - 12
    - Email line spacing Hi, When writing an email in MSCRM double line spacing is used. Does anyone know of how to change this to single line spacing. At the moment we are having to write the email in Word and then copy/paste it into the MSCRM email. Thanks Lee Tag: back up the data in the CRM Tag: 30593
  - 13
    - CRM Sales for Outlook and Windows Mobile Syncronizer Pocket PC Pro I'm trying to find any written support info on any conflct between CRM Sales For Outlook and the Windows Mobile Pocket PC Syncronizer software. It is nice to have your Pocket PC sync to Outlook even though it's not synced to CRM. Yet there seems to be a conflict that kills the CRM Outlook Menus when the Win Mobile Syncronizer is installed. Anybody have any ideas? -- www.mtccrm.com - Only Microsoft CRM and Everything for or about Microsoft CRM! Technical, implementation, and pre-sales resource and all related (ISV) products e-commerce site. Tag: back up the data in the CRM Tag: 30588
  - 14
    - calling ms-crm look-up window from external application hi, i've built external application to extend mscrm via isv, now i want to add look up capability similar to mscrm, specifically contact look-up, anyone know how to call this look-up window instead of building our own ? any help will be appreciated thx, henyung Tag: back up the data in the CRM Tag: 30586
  - 15
    - Opportunity (estimatedvalue) Hi, Ive added a custom webpage via the ISV to the left panel of the opportunity. Depending on some criteria, I may update the value of "EstimatedValue" field. I would like it to : - Update/Refresh when I click the "Information" tab at the top. - I would like it not to recalculate it via system. (in fact I would have liked to remove the "Calculated from system / user defined" choice but I'm unable to remove it from the form. Can I place it to forced "user defined" so it never gets overriden by the system? thanks for your help! Tag: back up the data in the CRM Tag: 30583
  - 16
    - Some workflow rules not working I have a Sales process that works like a charm, and Case routing to Queues is also working great. Two other rules that used to work are no longer working. The only change recently was a power failure last week, but no error messages were logged and all services are running. I've restarted them as well, to no effect. Any ideas? -- DDT Tag: back up the data in the CRM Tag: 30582
  - 17
    - opportunity estimated close date alert hey all is it possible to have an alert sent out to someone when an opportunity reaches the estimated close date? Thanks Tag: back up the data in the CRM Tag: 30574
  - 18
    - Beter WEB Access Login page like OWA Is there a third party add-on or a option from Microsoft to add a better web access login page like Exchange OWA has? I want to publish this via the internet for remote sales users, but wont do this until I can secure it via SSL. I am working right now on a SSL certificate for this process but would rather use a process like Forms Authentication in OWA. Any ideas? Tag: back up the data in the CRM Tag: 30573
  - 19
    - Setup failes on SQL server After attempting to install CRM 1.2 using the MSDN version I keep getting a "Microsoft CRM Setup could not validate this instance of SQL server" error. I have attached the install log. PLEASE HELP!!!!! I cannot get past this screen System config: Windows 2000, SP4 SQL 2000 SP3a MSMQ Domain Controller Logged in under admin account [17:04:08] ===========> Starting Microsoft CRM Server setup: 12/15/2004 17:4:8 Build: 1.2.3297.0 [17:04:08] Command Line /L*V c:\crm\install.log [17:04:08] Found Platform Major Version 5, Minor Version 0 [17:04:08] FIsWin2kRemoteSessionMappedDrive: Starting... [17:04:08] FIsWin2kRemoteSessionMappedDrive: Done: false [17:04:08] Starting Domain Admin Check [17:04:08] Domain Admin Check successful [17:04:08] Entering HrGetDefaultNamingContextPath [17:04:08] Exiting HrGetDefaultNamingContextPath Hr = 0 [17:04:08] AD native mode check successful [17:04:08] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/sspifilt [17:04:08] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/Compression [17:04:08] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/md5filt [17:04:08] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/fpexedll.dll [17:04:08] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/ASP.NET_1.1.4322.573 [17:04:08] MDAC 2.71a check successful [17:04:08] Checking if Data Migration 1.0 is installed (product GUID: {66E960B1-907A-471f-8087-DFB72620819D})... [17:04:08] AuthZ check successful [17:04:08] MSXML check successful [17:04:08] Checking v1 product GUID: {8F455EE9-EE38-4C4D-B77B-18DD9C21ECCE} [17:04:08] Checking component GUID: {F7E525AA-5F7C-4342-B4B2-62054A6C6DD4} [17:04:08] No existing CRM product found. [17:04:39] FIsGoodConnection on 127.0.0.1 [17:04:39] SQL Server version is 8 [17:05:29] ===========> Microsoft CRM Server setup completed: 12/15/2004 17:5:29 : 0x0 Tag: back up the data in the CRM Tag: 30572
  - 20
    - Don't forget to post your MSCRM add-on. It's free. I am trying to compile a comprehesive list of all the MSCRM add-ons out there. Supported or not. http://www.mscrmexperts.com/Default.aspx?tabid=112 Tag: back up the data in the CRM Tag: 30563
  - 21
    - error in reporting service when i restart the crm server the crysatl APS service allows stop and it must be started manualy in the event vewier i found tis errore after restarting the crm server source: Crystal_CrystalAPS event id : 35101 The root server reported an error Initialization Failure. (Reason: Unable to connect to the database using the provided connection string. Reason: [Microsoft][ODBC SQL Server Driver][SQL Server]Cannot open database requested in login 'Adventure_Works_Cycle_CRMCRYSTAL'. Login fails.). do you have an idea thanx Tag: back up the data in the CRM Tag: 30554
  - 22
    - Error: The root element is missing After publishing a customization I cannot open any objects (contact, account, lead etc). The object popup-window shows Error. I can click around in the system but not open up any objects or create new. I have tried to import an old customization and iisreset etc but without any result. I turned on the more extensive error message in the web.config file. This is the result: Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Xml.XmlException: The root element is missing. Tag: back up the data in the CRM Tag: 30553
  - 23
    - SFO Synchronization I continue to have a SFO (1.2 with all hot fixes) user where the data available off-line is different than on-line. No errors are reported. I have heard that there may be a sync problem when the CRM server is also a Domain Controller. Has anyone any conformation on this? Are there any other reasons for this. I have already completely uninstalled the outlook client and reinstalled and re-synced. I will say that each time a data problem is identified, it is when the user has synced over a VPN connection. TIA Tag: back up the data in the CRM Tag: 30552
  - 24
    - Sales Stage Ordering Hi All - Sorry if this is a basic question, but I have not been able to find the answer in this group or other online resource. We've taken the SPI Sales Process and modified it slightly: - Changed the names of the Sales Stages - Changed the probabilities - Added one additional activity The problem we're having is that the reports (e.g. Opportunity | Pipeline Chart Report By Sales Stage) seem to order the sales stages in a somewhat random order (e.g. 4th stage then 1st stage then 3rd stage...). So my first question is this - How do you "tell" CRM the order of the sales stages so that they appear in a logical order in the reports? Perhaps this isn't possible and I need to use Cyrstal to modify the reports... Second question is related to Crystal. I've seen conflicting posts. Which version of Crystal should I get (9.x or 10.x, Professional or Developer or Standard)? Thanks in advance. Tag: back up the data in the CRM Tag: 30550
  - 25
    - CRM User Manager When I try to open User Manager I get the following Error: The server localhost is not respinding. 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. Tag: back up the data in the CRM Tag: 30549

Hello...
I am a newbie in CRM system. Does anyone know how to backup the data of CRM
system? Our client does not want to type the product and customer data one by
one. Unfortunately they make a big mistake that can't log onto the CRM server
anymore, any way which to back up their data without typing the numbers of
data manually.
thanks

Top

Re: back up the data in the CRM by nospam2Newsgroup

nospam2Newsgroup
Mon Dec 20 07:37:47 CST 2004

"backup the CRM data" <backup the CRM data@discussions.microsoft.com>
schrieb im Newsbeitrag
news:B49E9453-465A-468F-BAB7-D80AC339D9C6@microsoft.com...

> I am a newbie in CRM system. Does anyone know how to backup the data of
> CRM
> system? Our client does not want to type the product and customer data one
> by
> one. Unfortunately they make a big mistake that can't log onto the CRM
> server
> anymore, any way which to back up their data without typing the numbers of
> data manually.

You can find this kind of information here:
"Microsoft CRM Implementation Guide"
Chapter 10 (Backing Up and Restoring)
http://www.microsoft.com/technet/prodtechnol/mscrm/mscrm12/plan/10_Bakup.mspx

--
JÃ¼rgen Beck
Dipl. Kfm./Wirtschaftsinformatik
MVP fÃ¼r Microsoft CRM und Visual C#
MCSD.NET, MCDBA, MCSE, MCT
Microsoft Business Solutions Certified Master - Microsoft CRM Developer
http://www.Juergen-Beck.de

Top