Conversion problem
Hello all,
When I enter a new Lead in CRM, and I convert the Lead to an Account, a
Contact and an Opportunity, some fields (with content) are not 'transfered';
after I look into the new Contact/Account/Opportunity I see empty boxes.
The corresponding fields (on the different forms) point to exactly the same
'schema-names', but somehow the data is not copied from the LeadAddressBase
table to the CustomerAddressBase table.
Has anyone experienced the same problem, and if so, how did you solve it?
Regards,
Johan Klein | Lost Boys | The Netherlands Tag: How do you change works to word? Tag: 7218
Error Unable to Save
Hello,
We have a new install and it has not functioned yet. The
install and run capability all seems normal. However,
when we try to save information it comes back with an
error. This the way the error looks from the client. The
server side is more descriptive.
Server Error in '/' Application.
----------------------------------------------------------
----------------------
Runtime Error
Description: An application error occurred on the server.
The current custom error settings for this application
prevent the details of the application error from being
viewed remotely (for security reasons). It could,
however, be viewed by browsers running on the local
server machine.
Details: To enable the details of this specific error
message to be viewable on remote machines, please create
a <customErrors> tag within a "web.config" configuration
file located in the root directory of the current web
application. This <customErrors> tag should then have
its "mode" attribute set to "Off".
<!-- Web.Config Configuration File -->
<configuration>
<system.web>
<customErrors mode="Off"/>
</system.web>
</configuration>
Notes: The current error page you are seeing can be
replaced by a custom error page by modifying
the "defaultRedirect" attribute of the application's
<customErrors> configuration tag to point to a custom
error page URL.
<!-- Web.Config Configuration File -->
<configuration>
<system.web>
<customErrors mode="RemoteOnly"
defaultRedirect="mycustompage.htm"/>
</system.web>
</configuration>
Has anyone seen a simular problem?
Thanks,
Mark Tag: How do you change works to word? Tag: 7212
Does Anyone Know MS Billing Telephone Number?????
when I lost my credit card I found that Microsoft has
been billing me for something, and I have no clue what it
is. So I went to Microsoft's web page and they have no
telephone numbers that I can find, except for their paid
technical support numbers.
Does anyone know the billing telephone number at
Microsoft???????????????????
Thank you,
Ray Henke Tag: How do you change works to word? Tag: 7208
Can you manually delete data from the Account and Contact tables?
I am doing some testing and am presently deleting data from the
Accountbase and Contactbase tables in the MSCRM database. I know that
the supported method is to backup and restore the databases but ...
Anyone have experience with this?
I am only loading data from the CDF database to these 2 tables. In
order for me to delete the data I have to temporarily disable "Enforce
Integrity" in the 4 relationship between Accountbase and Contactbase.
It works ... but will I have problems in the future after I have
finally loaded all my good data?
Danny Tag: How do you change works to word? Tag: 7207
Biztalk*(CRM+SBM+RMS) = 1 integrated system
Hi all,
Has anyone had any experience with Small Business Manager? There is not much
news anywhere on how good an accounting package it is. I want some input
from actual users....not MS bragging about how great it is....
Has anyone done an integration with CRM and Small Business Manager? MS
recommends using BizTalk...it's tough enough learning CRM...now I need to
learn BizTalk?
Being an MS partner, ideally we would like the complete system to be:
MS-CRM for customer mgmt , Small Biz Mgr for accounting, Retail Management
System for inventory AND xml services provided by a vendor for products and
pricing.
What are my chances of pulling this off? MS makes it sounds like BizTalk is
the solution to any and all integration....I fired off a big long email on
what specifically I needed to do to MS Partner support and they replied with
"...use BizTalk..."
This newsgroup has been more helpful than anything offered by MS.
After reading all NINE training manuals on CRM (not to mention the white
papers and ITK...etc) and how wonderful and full-featured MSCRM is....then
actually using it....it is amazing how many of the features just aren't
there.
Had to by Crystal 8.5 (not the current version mind you) just to add our
logo to the reports??? That's just downright silly.
And as much as MS touted CRM as being the first "fully .Net leveraged
product by Microsoft"...installing the most current version of the framework
causes it to crash???
For those integrators and programmers more experienced than me....( ie ALL
OF YOU )...what is your honest opinion of CRM and its future? I've read
some of the rants on here...and it doesn't sound all that good.
Is there any news on exactly what the next version will improve upon?
Take care...God bless you (and protect you) if you're running CRM. =0)
Sam Tag: How do you change works to word? Tag: 7205
XP with/versus 2000
I've had XP for just under two months. I can't tell you
what the server is, but everyone else in the company is
on some kind of 2000. XP has its moments, but mostly I
spend minutes waiting for documents to open, close, save -
it's frustrating as all get-out. Something looks like
it closed okay, but the next time I go to open it,
there's a TMP file of the document (of course, they don't
tell you what the heck program to open a TMP file with,
so those just get deleted). The basic document saved
fine in these instances.
It takes, 9 documents out of 10 (Word, Excel, Acrobat) at
least 30 seconds to open or close a document.
Word is not responding is the message I see most often.
Or better yet are the times when I get the "no room on
disk" message - my disk is three times larger than my
previous hard drive.
And I've stopped sending Error Reports. I've been
sending them for close to two months and no one has
gotten in touch with me to even say "sorry".
Anyone out there with similar experience with XP on a
network with all others on 2000? Is there a way to make
these two work and play well together? Or should I just
have it uninstalled and shot?
Thanks for "listening" to my vent. Condolences to any
others who've been through this same mess. Tag: How do you change works to word? Tag: 7199
Where to get Crystal Reports 8.5 for MSCRM?
I have read that I will need this product in order to
customize the reports in MSCRM.
Where can I get this product?
Can I use Crystal Enterprise 8.5 instead? Tag: How do you change works to word? Tag: 7198
wireless lan connection between 2 computers without a router?
can i set up a connection between two xp professional
computers both running wireless internet cards without a
internet connection and without a router, all i want to do
is to be able to see the shared files on the other
computer using the wireless connection, i have set up a
server and have a connection between the two but neither
one of the computers accknowledge each other but only that
they are connected, yes i have enabled all of the sharing
properties on the file,, i am trying not to have to buy a
router , is there any possiable router program that i can
install on the computer that will act as a " virtual
router" Tag: How do you change works to word? Tag: 7183
Microsoft CRM sales for outlook 2003
Allo,
We've installed Office 2003 and Outlook does not support
Microsoft CRM sales for outlook, does anyone have an idea
if a version for Outlook 2003 is available?
Thanks
Edgard Tag: How do you change works to word? Tag: 7173
CRM Server Requirements
Hi,
We are pursuing a prospect that is running NT4.0 and will be upgrading to
Win2003. ( and yes we know that we have/should wait til CRM 1.2 before
installing CRM)
They will run the 'real version' of SQL and Exchange on one box. Even
though they are a 'small' company, only 15 users, they aren't going to use
SBS.
My question is given that the box will be pretty spiffy - P4, 2.5 gighz,
dual processors with 3 meg of memory (as prescribed by their infrastructure
company) can I install CRM on this same machine?
The user guide explains a SBS configuration with up to 25 users and then
jumps to 2 server configuration to support up to 100 users.
They don't address a non-SBS small installation running only 20 users or so.
Any thoughts?
Jerry
http://www.iBizinitiatives.com Tag: How do you change works to word? Tag: 7170
CRM Grids
I've written an app for CRM and everything works. However its a bit ugly and
horribly slow. Its located on the Account nav bar, and that loads up all the
activities associated with it (be it opportunity, contact, or quote). So its
similar to the one there, I just want to show more data and sort.
I have my data entering into a datatable then placed into a datagrid. Now
I'm looking into how they did, and since the SDK doesn't cover this at all,
I only have the "_grid" folder under wwwroot for an idea. I tried playing
with with Microsoft.CRM.Web.Grid and Microsfot.CRM.Controls.Grid, but havn't
had much success.
Whats the best way to go about using grids in CRM? I just want to mimic, for
example, the activities grid.
thanks,
Gary Tag: How do you change works to word? Tag: 7161
Distribution database
Has anyone noticed their distribution database growing
unusually large. Ours is up to 1.7GB while our other
databases are relatively small.
Q1: Is there a way I can drop and recreate this db?
Q2: Is this normal or is there an underlying problem that
needs to be addressed?
Q3: Do I need to backup the distribution database for
distaster recovery? (I am backing up the other 3 dbs as
well)
Thanks in advance. Tag: How do you change works to word? Tag: 7158
Excel 2000
Is it possible to use concatenation with VLOOKUP? Is
there another way to do the same?
I have several worksheet files, say BB03CP79.XLS,
BW01CP69.XLS, DW02CP72.XLS, BW02CP59.XLS, etc.
Furthermore, each worksheet file contains 3 worksheets,
FLOCK RECORD, GROW OUT, GROWER PAY.
I am creating a new worksheet to pull certain information
from each of the worksheet files. In this file I will
create column headings that matches the Worksheet files
that I am referencing, BB03CP79, BW01CP69, DW02CP72,
BW02CP59. Because of the length of my formulas which use
the VLOOKUP command, they get pretty long. I would like
to use CONCATENATE to combine the first part of the
formula with my column headings (file name) and the last
part of the formula.
My formula may look like this:
=IF('[BB03CP79.XLS]Flock Record'!$A$13<$A17, VLOOKUP
($A17,'[BB03CP79.XLS]Flock Record'!$A$13:$Y$64,25),0)+IF
('F:\Shared\Flockrecords\GA\[BB03CP79B.XLS]Flock Record'!
$A$13<$A17, VLOOKUP
($A17,'F:\Shared\Flockrecords\GA\[BB03CP79B.XLS]Flock
Record'!$A$13:$Y$64,25),0)
CONCATENATE seems to work only with text not formulas. If
that is true, do you have any other suggestions?
Thank you. Tag: How do you change works to word? Tag: 7156
Licensing on Great Plains integration
Hi all,
We are interested in implementing Great Plains with Microsoft CRM. If I
have 20 sales people using CRM to place sales orders using the Great Plains
integration from CRM do they need licensing in Great Plains plus the named
licenses in CRM?
Thanks.
- Jeff
- Jeff Tag: How do you change works to word? Tag: 7155
SQL Server 2000 fatal exception c0000005
I have isolated a situation that will cause SQL Server
2000 to experience a fatal c000005 error every time.
However it defies my understanding of what is happening.
I have a table that contains two columns of GUID info.
These two columns are included as members of a five column
Unique Constraint. The first is the highest order of the
UC, and is defined as NOT NULL. The second is the lowest
order and is defined as NULL. The Unique Constraint
processes just fine against my 61 rows of test data.
If I now create an index on the column that represents the
highest order member of the Unique Constraint, I will
experience the fatal exception every time. When I removed
the Unique Constraint and instead substituted a simple non-
unique clustered index, the problem went away. This is my
current workaround, but it requires me to manage the
uniqueness in the application code rather than in the
database.
If anyone has any ideas as to what may be causing this
problem, I would be most interested to learn more about
it. I have been able to extract the one table, its one
Unique Constraint and its one Index, and can recreate this
problem 100% of the time whenever I run the CREATE scripts
in Query Analyzer. Tag: How do you change works to word? Tag: 7142
Framework 1.1, security and running external web apps
We wish to deploy our own web app on the CRM server to
automate some tasks within the CRM using the SDK, but we
have hit some problems with security & mixing versions of
the .NET framework -
The CRM uses V1.0 of the .NET Framework
We use V1.1
I've worked out how to mix the versions without breaking
both apps using aspnet_regiis.exe, but we've hit a brick
wall with setting up the security :( (basically no-one
could run our app).
After checking directory/iis security the problem boiled
down to the 1.1 framework install didn't create the ASPNET
worker process user - we think this is because its a
domain controller. So we manually created this. We found
an article explaining that the user needs to be given
rights to Log on as a Batch Job, set this and rebooted and
now the ASPNET user can launch our web app, but no-one
else can (despite the fact we have 'allow users = '*'' in
the web.config). What am I missing? Tag: How do you change works to word? Tag: 7138
MS CRM - Has any one tested with SQL Cluster and Exchange Cluster
Hi!
We are also trying to use MS CRM using our existing SQL
Server Cluster and Exchange Server Cluster. We are told
by the MS Reseller that this configuration will not work
and insists that we need to buy additional licenses of
SQL / Exchange and also host them in separate boxes. We
are in a fix as we have a disaster recovery site!! I have
also been told that MS CRM does not work with named sql
server instance!!!!! If you have been successful, please
let us know. It will be useful for us.
Thanks in Advance
thx
mani Tag: How do you change works to word? Tag: 7134
CRM SQL Database
We are seeing a size of over 19 GB on our SQL Database for
Microsoft CRM. That is on the MSCRM_log database. This
surprises me because we have only been using CRM for about
6 months and also, all of our data and all of our email
combined only adds up to about 12 GB of total size. Is
this normal or is there something we can do to clean
things up regularly? This is not a problem now, but if
the DB continues to grow at this rate, then it will become
a problem much sooner than we anticipated.
Thank You,
Chad Tag: How do you change works to word? Tag: 7127
Look at these pack for Microsoft Internet Explorer
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type="multipart/alternative"
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Content-Type: multipart/alternative; boundary="gnxjneqsx"
--gnxjneqsx
Content-Type: text/plain
Content-Transfer-Encoding: quoted-printable
Microsoft Customer
this is the latest version of security update, the
"October 2003, Cumulative Patch" update which resolves
all known security vulnerabilities affecting
MS Internet Explorer, MS Outlook and MS Outlook Express
as well as three newly discovered vulnerabilities.
Install now to protect your computer
from these vulnerabilities, the most serious of which could
allow an attac