ACT! data migration problems

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- Previous
  - 1
    - Emails in system mailbox, not in queue Hi There, I have set up a queue for a support team and deployed a rule for it through the rule deployment wizard. Emails sent to the support address are arriving in the mailbox in exchange, but there are no copies of the emails in the queue. What I have done so far: - Support account and email already existed in AD, set SELF to have full rights and Associated External Account - Added CRM server and Exchange server and granted full mailbox access. - Ensured CRM system mailbox is in PrivUserGroup as well as crm and exchange server - Created support queue in crm with support email address, me as owner and parent business unit. - Ran rule deployment wizard using crm system email address used to install the exchange router, and deployed rule to the support account. Sent emails to support email address, they arrive in the exchange mailbox but do not arrive in the support queue. There are no errors in the event viewer. Any ideas on what could be the cause of the problem? Getting a lot of pressure to have this resolved asap, so any help would be greatly appreciated. Thanks, Chris Tag: ACT! data migration problems Tag: 74935
  - 2
    - Is ACT! 2007 really THIS bad? Cnet rating is Abysmal 1.4 out of 10 for user reviews. Average of 1.5 stars from Amazon.com with review titles like... "Act 2007-Run For your life" "A Support Nightmare!" and "25 hours of problems later...I give up!" I sent some of this stuff to the consultant we were talking to about upgrading and he sent us this.. "Unfortunately, we have become aware of some very unethical tactics of some of the major competitors of ACT (namely Goldmine and salesforce.com) that use many of their partners to actually post review after review that are negative...to the point where that's all you see. They don't (can't) screen out the fake postings of competitors from real users-and the sheer passion of the competitors to bury any real postings make any real research by reading user reviews to be extremely faulty. Here are some reviews from more reputable sources: http://www.vnunet.com:80/personal-computer-world/software/2170933/review-sage-act-2007-crm http://www.pcmag.com/article2/0,1759,1902782,00.asp http://www.eweek.com/article2/0,1759,2042455,00.asp http://www.smallbusinesscomputing.com/biztools/article.php/3640611 http://www.tmcnet.com/news/2006/11/06/2050687.htm Additionally, if you'd like to speak to some of our recent clients, they might give you some recent real world experience of using ACT for their businesses. Let me know if you're interested. Finally, we've found that most of our clients find that most successful business software solutions not only require a good tools (the software), but also an experienced and knowledgeable partner to help design and implement the solution (the consultant). Our company has the most years of ACT certification than any company on the west coast-and we've provided successful solutions for hundreds of companies " I am totally lost on where to go from here. Tag: ACT! data migration problems Tag: 74931
  - 3
    - Converting Leads to Opportunities in CRM 3.0 (changes since CRM 1.2?) We are in the process of upgrading from CRM 1.2 to CRM 3.0. In 1.2 we were able to convert Leads to only Opportunities. However, in 3.0 it appears that you must also convert the Lead to an Account or Contact as well (i.e. after clicking on the Convert Lead button, if you select only the Opportunity checkbox, the OK button is disabled, however, if you also select either Account or Contact, the OK button becomes enabled). Is this a change in functionality from CRM 1.2 or is there a setting that impacts this behavior? Thanks in advance. Tag: ACT! data migration problems Tag: 74929
  - 4
    - Opportunity Close Form Customization Hello - Has anyone found the ability to modify the Opportunity close form? I have modified (with success) the attributes - but, I cannot locate the actual form that pops when you close the Opportunity via the Action drop down CRM 3.0 w/rollup 1 Thanks! Tag: ACT! data migration problems Tag: 74918
  - 5
    - Sales Process Stage How can I make a Sales process depend on a field? It seems I can only move forward in a sales process based on activities (Task, email, etc) and closing it out in the IF ... ELSE .. WAIT steps of a stage. How can I do this by checking if a field is populated or not? Tag: ACT! data migration problems Tag: 74912
  - 6
    - Default Web Site What is the significance of the Default Web Site? When should one choose to install to the Default Web Site vs. creating a New Web Site for the CRM 3.0 deployment? This is a CRM 3.0 Professional installation on a member server (Web Server) in an SBS 2003 environment. I just noticed in the Implementation Guide, when installing on an SBS box: "Do not install Microsoft CRM to the default Web site." When installing on a Windows Server (member Web Server, for me) it says: on the Select Web Site Page, select a Web site from the Web site list. Or select the Create New Web Site option and setup will create a new Web site for Microsoft CRM Server. I did install to the default Web Site on the member server, and it is working fine. But I may want to change this URL when I go to make it Web-accessible from the external Internet. Is it easy enough to change your CRM Web Site (URL) at a later date? Thanks, Boolean1 Tag: ACT! data migration problems Tag: 74902
  - 7
    - Online Chat and MSCRM 3.0 Does MSCRM 3.0 provide online chat out of the box which I can integrate into my existing site. I am looking for a solution similar to CuteSoft Live Support? Thanks Tag: ACT! data migration problems Tag: 74899
  - 8
    - Event 5895 Error: Can't clean up the following tables: Activity I have CRM 1.2 and I have applied rollup 2, but it didn't fix this problem. Any suggestions? Tag: ACT! data migration problems Tag: 74895
  - 9
    - httpModule injection Hi all, I'm trying to develop a class that extend IHttpModule for injecting in some pages some script tag for including js file. I've added in web.config of MSCRM (/wwwroot/web.config) this section: <configuration> <system.web> <httpModules> <add type="myHttpModules.myHttpModule,myHttpModule" name="myHttpModules" /> </httpModules> ... The I've developed an empty class that extend IHttpModule, like so: namespace myHttpModules { public class myHttpModule :IHttpModule { public myHttpModule() { } public void Dispose() { } public void Init(System.Web.HttpApplication Appl) { } } } Then I've compiled the class and I've copied the dll file in wwwroot/bin. At the end I've restart the CRM application and when reopend it, the application returned me a CRM ERROR ("an error was occurred. For more information contact the system administrator"). This happen when the application have to load /_root/HomePage.aspx or some other pages. What's wrong in what I've done? I've to enable some settings in IIS? Thanx, marcus Tag: ACT! data migration problems Tag: 74887
  - 10
    - Upgrade Path - CRM 3.0 SBE to CRM 3.0 Pro I wanted to move my CRM Server to a Web Server, off of the SBS 2003 machine. I accomplished this using CRM 3.0 Professional. Now I would like to re-import my customizations and my data. I'm just thinking out loud, but here is what I would presume the requirements to be for this: 1. Uninstall the CRM 3.0 SBE Server from the SBS 2003 machine (after backing everything up) 2. Delete the Existing CRM 3.0 / SQL 2005 Database 3. Install CRM 3.0 Pro on Web Server (Windows 2003 R2 Member Server) with the Same Organization Name 4. Import the Customizations 5. Restore the Database Like I said, I have "accomplished" the main goal of installing the CRM 3.0 Pro application on the Web Server, but I ran into a problem installing with same organization name. I think this might have been because I didn't do Step 2 -- delete the SQL database first. So I installed with a different organizaton name to later find it unable to import customizations or restore data. I would like to go back and try again, but I'm nervous about wasting a lot of time if either Step 3, 4, or 5 won't work. I'm worried that it will not be possible to import the SBE customizations / data into the Pro version. (I'm sure it doesn't work if you don't have the same organization name!) Please let me know if it is do-able to import customizations from SBE to Pro IF you install the latter with same organization name... Thanks much, Boolean1 Tag: ACT! data migration problems Tag: 74878
  - 11
    - CRM Mobile and SQL Server CPU Useage Hi there Since we installed CRMMobile our (new) server has been SO SLOW! SqlServer is taking anywhere from 69 - 99% cpu time (mostly around 99) I have run sql profiler and discovered that many times a second the following transactions are running: exec sp_executesql N'SELECT recipientAddr,recipientSrvcPort,sourceAddr,sourceSrvcPort, MIN(arrivalDate) as minArrivalDate, count(*) as messageCount FROM vwInBoundQueue WHERE recipientAddr=@recipientAddr AND recipientSrvcPort=@recipientSrvcPort GROUP BY sourceAddr,sourceSrvcPort,recipientAddr,recipientSrvcPort ORDER BY minArrivalDate',N'@recipientAddr nvarchar(256),@recipientSrvcPort nvarchar(256)',@recipientAddr=N'http://businesssolutions.microsoft.com/CRM',@recipientSrvcPort=N'http://schemas.microsoft.com/BusinessSolutions/2003/CRM/Mobile.wsdl:CRMMobileService,CRMMobileMsgBus' AND exec sp_executesql N'SELECT recipientAddr,recipientSrvcPort,sourceAddr,sourceSrvcPort, msgId FROM vwInBoundQueue WHERE recipientAddr=@recipientAddr AND recipientSrvcPort=@recipientSrvcPort ORDER BY arrivalDate',N'@recipientAddr nvarchar(256),@recipientSrvcPort nvarchar(256)',@recipientAddr=N'urn://mbsmobility/',@recipientSrvcPort=N'CRM/Administration/DeviceRegistration' I guestimate these two procedures are executed at least 30x/second. I stopped the Mobile Integration Service and MSSQL useage went back down to normal. After re-starting the service it is back up around the 90%'s How can I stop this from hogging my resources????? What do people here know about these queries?? Tag: ACT! data migration problems Tag: 74874
  - 12
    - Adding Field Values Has anyone added values in fields to give a total? There are 20 fields. 1 - 19 have a value (say 5 each) Field number 20 requires the total of 19 x 5. Any assistance greatly appreciated. Cheers, Mandy. Tag: ACT! data migration problems Tag: 74867
  - 13
    - Migration from Goldmine to CRM 3.0 with Scribe insight help needed Ok, we are doing a migration from Goldmine 6.5 Corporate Edition to CRM 3.0. I took the advice of numerous posts and purchased Scribe insight for the data migration. There is very little for instructions for this software. I am getting the Error Number 104 "Error opening data source GoldMineAdapter.Database." Any ideas what this problem may be? I Thank you for any help, and i will try not to post too many stupid questions about this :) Rodney please feel free to respond: rhall;at;salient;dot;com Tag: ACT! data migration problems Tag: 74860
  - 14
    - Promoted leads don't include custom attributes Having added an attribute to both the Lead and the Account 'Company Information' section on the form of both entities I can't get the data to transfer as it does with other fields to the Account when a Lead is promoted. Is there a 'Promote Lead' script I need to modify? Thanks for you assistance in advance, Cheers, Gro Tag: ACT! data migration problems Tag: 74859
  - 15
    - SRM 3.0 for SBS - SQL 2005 reporting server OK? Trying to "test" install CRM 3.0 for SBS on a SBS 2003 Premium R2 server. Installation gives option to install a sql Report Server or use existing. The one it tries to install is SQL 2000 and the screen says it is not compatible with other versions of SQL. So will the install allow you to connect to the SBS 2003's SQL 2005 Workgroup Report Server? Can;t find this answer anywhere! Thanks, KBB Tag: ACT! data migration problems Tag: 74858
  - 16
    - Vista Gadget Hey guys, I read, that the CRM v3c Client supports the Vista Sidebar. So I installed the CRM Client on my Vista Enterprise with Office 2007, but I can't find the Gadgets? Where do I find them or activate them? Regards, biba Tag: ACT! data migration problems Tag: 74856
  - 17
    - Inbound Email Hello, I have created an Auto-Reply rule from when cases get created. If a user eplies to the email, I would like it to get recorded back into the CRM, I beleieve this is possible. As there any configurations that need to happen to do this? When I reply it goes to the case owner like a normal email but does not go to the CRM as well. Thank you, Ray Tag: ACT! data migration problems Tag: 74854
  - 18
    - iFrame help Hey all, I've been working on my first iFrame implementation within CRM 3.0. I created a simple ASP .NET page that reads data out of the MSCRM db and displays it. The user can then check boxes next to the records to indicate whether or not that record was used. Upon submitting the page, the data is written back to the db. The page works as expected in Visual Studio 2005. However, I'm having a couple problems within CRM. The page shows up in the frame as expected, which is fine. Question one is, how do I access methods within the iFrame? For example, I'd like to be able to call the submit(); method in the form onSave event... I've not had any luck getting to it. I've tried several variations on the crmForm.all.IFRAME_CR_Contacts.form1.submit(); to no avail. I have searched the forums, the web, and looked through my CRM customization class paperwork and I can't find an answer. Any help would be greatly appreciated. Thanks in advance, Jason Tag: ACT! data migration problems Tag: 74850
  - 19
    - How to unlock Attributes in Activity, (ie Statuscode) When I go to the attribute statuscode, I can not aquire access to the fileds, what is the process to change the access? -- Thanks, David Neel Tag: ACT! data migration problems Tag: 74848
  - 20
    - Security permissons for executing workflow rules What permissions must be assigned with the security role to a user, to let him execute manual workflow rules? (Rules are very simple, we just sending emails to other users with them). I can execute such rules with sysadmin user, but I have not time today for experiments with disabling permissions :( Thanks for help! Tag: ACT! data migration problems Tag: 74846
  - 21
    - Checklist before resolving a case Hi I have been asked by our service department to create a custom entity that forces a checklist to be completed before a case can be a resolved. A case should never be resolved without this checklist being completed and this checklist would outline the basic conditions of service delivery. I am familiar with creating custom enitities but unsure what event should be used and what the best way to create this entity should be. I really would appreciate it if anyone has any suggestions on how this can be done or has created anything similar and would like to share this info. Many Thanks Tag: ACT! data migration problems Tag: 74844
  - 22
    - Checklist before resolving a case Hi I have been asked by our service department to create a custom entity that forces a checklist to be completed before a case can be a resolved. A case should never be resolved without this checklist being completed and this checklist would outline the basic conditions of service delivery. I am familiar with creating custom enitities but unsure what event should be used and what the best way to create this entity should be. I really would appreciate it if anyone has any suggestions on how this can be done or has created anything similar and would like to share this info. Many Thanks Tag: ACT! data migration problems Tag: 74843
  - 23
    - Having same behaviors for CRM users as for contacts Hi, We need same behaviors for CRM users as they exist for contacts. Specially concerning marketing lists. Our customers frequently have to broadcast a newsletter or a document to a panel of external AND INTERNAL contacts, amongst these internal contacts, lot of them are crm users. The only solution to days is to duplicate these CRM users in a contact entity, but there are a lot of undesirable side effects. 1) mail tracking is no more running (same address in contact and user leads to no tracking!) 2) confusion in the mind of crm users concernaing the place where is their history records. 3) usage of sharing informations through attribution and sharing is difficult to understand with all these duplicate datas. An elegant solution would be to allow crm users (systemusers) to be incorporated in marketing lists. The second step would be to have the customer pseudo entity actually including prospects, accounts and contacts, also include systemusers. Here is the challenge, not so difficult according to existing database schema, allowing just the systemuser typecode for customer entity seems easy ? Regards CS ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=804de9b8-b041-47a7-91f0-f5dcba8c835d&dg=microsoft.public.crm Tag: ACT! data migration problems Tag: 74840
  - 24
    - Quoting in CRM Hi. I work for a company that sells products similar to a design/printing service. I have used the demo-lab numerous times but I still find it impossible to create customer-ready quotes. I would like simply to be able to select from a list of styles, fabric, dimensions, and features, and then create a customer-friendly document with all the details of the customer, final balances etc and then just pdf this to them. Is all this possible in the CRM platform? Tag: ACT! data migration problems Tag: 74838
  - 25
    - Thoughts on Sales Processes .... Hi, I am just wondering what is the best and standard way to create the sales process. It is pretty easy to create tasks for steps in the sales process and make little check lists for each stage. However, do you think it is necessary to do some scripting to prevent users from being able to move ahead in a process by graying buttons and menus out? For example, I need to create a field where only mangers can edit before being able to create a quote. Would it make sense to gray out the quote, order, etc buttons? Or is waiting on a task to be completed sufficient enough? I realize that this question might be really depending on what my company wants but since I am new to configuring CRM's and just learning sales processes, I want to know what is the standard ways to set these things up. Any thoughts are much appreciated. Sincere Regards, Ray Tag: ACT! data migration problems Tag: 74823
- Next
  - 1
    - Search by Case ID or Order Number Hi all, Seasons greetings. We use CRM Case ID as Job/Order number in our accounting system. When supplier has any queries regarding specific (accounting system) order number, we can't go to Case or Order view and use the search field at the top there. I managed to find the CRM Case or Order using Advanced Find. But it takes time. Does CRM have or intend to add search by Case or Order id, so we can find them quickly just like locating Accounts or Contacts? Thanks. Tony Tag: ACT! data migration problems Tag: 74821
  - 2
    - Closing Quotes without creating an SalesOrder Can I close a Quote without creating a SalesOrder? By default, as far as I understood, I can either create a SalesOrder and make my Quote's state "Won", nor I can close it and set state to "Lost" or "Canceled". I need to set Quote's state to "Won" without creating a SalesOrder entity. Tag: ACT! data migration problems Tag: 74820
  - 3
    - Customising quantity I can't figure out how to customise the quantity so that there are no decimal places shown. Currently every product etc shows up as x.xxxxx (to 5 places). We do not want any decimal places, or at the very least down to a maximum of 2. Tag: ACT! data migration problems Tag: 74819
  - 4
    - Send workflow email to case contact instead of Account Primary Con We have a case workflow set to send an email to the contact. However it is sending to the primary contact on the account rather than the contact selected for the case. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=6992e3cc-8d46-4349-b961-2c609bad607e&dg=microsoft.public.crm Tag: ACT! data migration problems Tag: 74810
  - 5
    - can not install .net framework 1.1 service pack 1 I am installing crm 3.0 in win server 2003. But I got the problem with intatalling component .Net framework 1.1 service pack 1. It is failure to install it. I dont know what is the reason. Could someone help me solve this? Thanks a lot! Regards, Cao Huy. Tag: ACT! data migration problems Tag: 74806
  - 6
    - Error in COntacts Hi Somtimes when i entered the contact form through the laptop client I get an error (after some reentering i succeed ) and than some of the crm toolbars are disapperead do you know what is the reason for this error ? the laptop client is doing a lot of troubles - what can I do ... -- Thx, Omry Tag: ACT! data migration problems Tag: 74805
  - 7
    - Find cases without activities I am trying to maka a view that finds all cases without any activities e.g. service activity, call etc. I tried several cobinations but not succeed. Any ideas? thanks! Tag: ACT! data migration problems Tag: 74804
  - 8
    - Error during CRM Dynamics install with Reporting Services Server I have installed a test server with SBS 2003 R2 recently and want to add CRM Dynamics. The install fails during the custom install when specifying the Reporting Sevices Server URL. I can't seem to get the sysntax or the true address right. What is the address of the existing Reporting services? Where should I look to find it and what is the valid url address? Any help will be greatly appreciated. Regards, Martin Tag: ACT! data migration problems Tag: 74801
  - 9
    - Filtered view linked table behaviour from Microsoft Access Using CRM 3.0 and Microsoft Access 2003 We have a legacy database using access that linked to Golmine (dbase) contacts for the pupose of contact lookup which is then used in a quotation table and subsequent lookup of address information on a printed "Quote" form. This has been in place for years and has performed well. We are changing from Goldmine to CRM 3.0 and I am having trouble with the behaviour of the linked dbo.filteredcontact view. The view does link and can be used in another access table (say Quote) to lookup a contact ID. However a access query that joins the CRM view fields with the "Quote" fields does not return the records. I also created a new SQL view based on the dbo.filteredcontacs view - the behaviour is identical. Has anyone had experience with this issue and can advise on what I might be doing wrong? Thanks Gary Tag: ACT! data migration problems Tag: 74800
  - 10
    - Help Desk ISV Add on for CRM Anyone know of an isv add-on for CRM to provide comprehensive help-desk & asset mgt functionality? Roger Tag: ACT! data migration problems Tag: 74799
  - 11
    - V3c desktop version won't load Hi; I'm having trouble with the v3c (desktop version; Office 2007 on Windows XP sp2 with IE7). The installation went fine, but when I start Outlook I get the following: "Your Web browser options are currently set to disable cookies. Microsoft CRM requires cookies to use the Web client. To enable cookies, see the online Help for your browser." My CRM web access is fine. No amount of monkeying with IE settings has made any difference. I've disabled a/v and firewall, still the same error. Any ideas? Thanks Dave Ireland Tag: ACT! data migration problems Tag: 74797
  - 12
    - Apply Rule ... Hi, I have created some rules/processes. 1. To create an auto email when a case is created 2. Sales process I would like to make these both automated, however you must go to Actions and apply the rule to make them work. I did create them as "Create" How do I make these rules automatically apply? Thank you? Tag: ACT! data migration problems Tag: 74794
  - 13
    - Microsoft CRM Forum Just announced: http://microsoftcrmforum.com -- Best regards Rasmus Foged Tag: ACT! data migration problems Tag: 74791
  - 14
    - How do I change the reporting services server? I have Titan installed, but I cant figure out how to change the reporting services server in a supported way. Any ideas? I had installed the reporting services on a different server than the CRM install, but want to move them to the same. Thanks Tag: ACT! data migration problems Tag: 74790
  - 15
    - Convert from Maximizer Enterprise Is it possible to convert a Maximizer enterprise or Max 9 database with 3000+ contacts over to Microsoft CRM 3? We also have several "custom fields" that we would REALLY want to be transferable. Is there any tools for this, or maybe 3rd party services? Anyone have any experience with this? Tag: ACT! data migration problems Tag: 74789
  - 16
    - Sales Process not working Hi, I am a newbie and struggling. I have created a sales process that i activated and i believe when i create a new lead it should start to take effect and create a task. However no task is being created. Also, would this gray out icons that should come later in the process? I was wondering if anyone had any ideas what might make this happen. Tag: ACT! data migration problems Tag: 74784
  - 17
    - sending outside emails I'm having trouble sending mail that goes outside of our domain. If I go to contacts and choose a contact with an external email address I eventually get a postmaster email. The postmaster email tells me that it originally is "delayed" but then another message will tell me that it didn't send because it wouldn't deliver in the allocated time frame. I'm running crm 3.0 on a Windows 2003 Server and Exchange 2003. The connecter is obviously installed on the Exchange Server. Any ideas on what I'm missing. The only thing I found in the implementation guide is to configure the Virtual Default SMTP service with the i.p. address of the external DNS servers. Thanks. Tag: ACT! data migration problems Tag: 74779
  - 18
    - Quantity on Hand On a "Product" page, there is some navigation on the left that includes "Site Quantity". Is there a way to eliminate this navigation from this page? -- Brandon ================== Presentations Direct - http://www.presentationsdirect.com > Binding Machines http://www.presentationsdirect.com/binding-machines/gbc-binding-machines.asp > Laminators http://www.presentationsdirect.com/laminators/gbc-laminators.asp > Paper Shredders http://www.presentationsdirect.com/paper-shredders/gbc-paper-shredders.asp ================== Tag: ACT! data migration problems Tag: 74775
  - 19
    - Update Ower ID of Contacts I'd like to update the ower id of several contacts that I am importing for another assocate in a Production enviornment. I have the GUID for the contact owner but it does not look like I can import the contacts and update the owner id at the same time? Tag: ACT! data migration problems Tag: 74770
  - 20
    - Update Ower ID of Contacts I'd like to update the ower id of several contacts that I am importing for another assocate in a Production enviornment. I have the GUID for the contact owner but it does not look like I can import the contacts and update the owner id at the same time? Tag: ACT! data migration problems Tag: 74769
  - 21
    - Datetime - Display only the time Hi all ! Is it possible to have a datetime field but only displying the time. I know that only displying the date is possible, also to display date and time, but I didn't find the way to display only the time. In the system entity "Service", there is a field called "begining at" only displaying a time information, but no way to reproduce a custom field like that it in the soft. Any aidea? Thank you very much... Tag: ACT! data migration problems Tag: 74766
  - 22
    - Create or Update Type Hi all, I try to generate a JScipt, which will only runs as onLoad when its a creating Form. When the Form is a updating Form, the Script should not run. Is there any way to get the type of the form (create or update), normaly I can check some files like name, if has data or something else, but this isn't possible there. Thanks, Andre Tag: ACT! data migration problems Tag: 74760
  - 23
    - General Technical Questions I know very little about CRM at this point and am looking for general technical information to begin researching a CRM implementation. Articles such as what types of problems to expect and what technical capabilities I should prepare for. Thanks, Cliff Tag: ACT! data migration problems Tag: 74758
  - 24
    - Recommend TAPI Phone System We are looking into switching CRM's to MS CRM and want to use phone intigration. We currently don't have much of a phone "system" so we want to get one that is TAPI enabled so we can use the CRM's phone features and possibly this addons: http://www.mscrm-addons.com/Default.aspx?tabid=100 Does anyone have any recommendations for TAPI phone systems? Tag: ACT! data migration problems Tag: 74757
  - 25
    - CRM 3.0 & SQL CALs Do i need a SQL CAL for each seat of CRM? I have hunted for an hour tonight to find where it is documented that we DON'T need a SQL cal for each user (because I read it in another post). My IT department needs actual documentation. Can anyone out there help me? Point me in the direction of the verbiage I am looking for? Thank you! Melissa Tag: ACT! data migration problems Tag: 74756

We are using Scribe and their ACT! template to migrate data into MSCRM. We
are doing something wrong, because each contact record is creating a new
account record, instead of the contacts from the same company being added to
a single account record. I would like to be in contact with someone who has
done this migration successfully in order to find out what we are doing
wrong. If you can give any help, please post some contact information or
email me at "rick at cimbrian.com".

Thanks,
-Rick

Re: ACT! data migration problems by Jeff

Jeff
Tue Jan 16 20:15:52 CST 2007

Hi Rick,

Jeff Loucks
888-474-2237
MVP

"Rick M" <RickM@discussions.microsoft.com> wrote in message
news:4EB82EB3-76FC-44E6-BCF5-F66ABA9C0EFD@microsoft.com...
> We are using Scribe and their ACT! template to migrate data into MSCRM.
> We
> are doing something wrong, because each contact record is creating a new
> account record, instead of the contacts from the same company being added
> to
> a single account record. I would like to be in contact with someone who
> has
> done this migration successfully in order to find out what we are doing
> wrong. If you can give any help, please post some contact information or
> email me at "rick at cimbrian.com".
>
> Thanks,
> -Rick

RE: ACT! data migration problems by MicrosoftCRMDeveloper

MicrosoftCRMDeveloper
Wed Jan 17 01:54:00 CST 2007

Dear Rick,

I have done ACT migration using Scribe & Also developed my utility for data
migration from ACT, Other system etc.

Mail me mscrmexpert@gmail.com

Thanks,
Imran
www.pkblogs.com/microsoftcrm3

"Rick M" wrote:

> We are using Scribe and their ACT! template to migrate data into MSCRM. We
> are doing something wrong, because each contact record is creating a new
> account record, instead of the contacts from the same company being added to
> a single account record. I would like to be in contact with someone who has
> done this migration successfully in order to find out what we are doing
> wrong. If you can give any help, please post some contact information or
> email me at "rick at cimbrian.com".
>
> Thanks,
> -Rick