SDK - how can I figure out which "flavor" of Microsoft CRM is installed?

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  - 1
    - Preventive Maintenance I have been asked by Management to put together a program to schedule and monitor the maintainence on our fleet of Ford trucks. Some are diesel and some are gas powered. Is someone out there who has knowledge of a program of this type or who has written this type of program in Access ? Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8284
  - 2
    - Delay or stop activity becomes history when I create an activity, such as an appointment, it will automatically carry over to the History section the day after the appointment has ended. Is there any way I can change it so that it does not automatically carry over to the history? Or maybe change it so that it won¡¦t go to the history for at least a week? Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8283
  - 3
    - Default look-up set to "Contacts" rather then Accounts in CRM Is it possible to set the lookup for a customer field to default on "contacts" rather then "accounts?" We do more business with contacts so it is a pain to have to change this all the time. Thanks, Kevin Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8281
  - 4
    - Delete a user Anyone have a clue how I can Delete a user from CRM...here is the situation: User was added...then the user was deleted from Active Directory and a new user with the same login created. In MSCRM the user was deactivated and then Activated. Now we can not assign a license to the user in MS CRM the error is "The selected object could not be found. Verify that the object exists in both the database and Active directory." I assume ths is because we deleted the user from active directory and added a new user with the same login. MS CRM does not see ths s the same object. So I would thnk the fx is to delete the user from MSCRM and add him back. However, I can only disable/enable. There is no delete option. I don't want top go directly to the database to delete this user. Any ideas? I tried lookng through the MMC user manager but that has never worked...micrsoft confirmed the problem to be a bug but never has come back with a fix. So my only method to manage users is through the web-based nterfaced provided in CRM. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8276
  - 5
    - Sales for outlook problem Hello everybody, After installing MS Sales for outlook, I get the following error when I try to add a new contact/account/... : Error in loading dll It only occurs when I try to do it from the menu on the CRM Home page within outlook and not when I use the Outlook forms or the online webapp. This error message could virtually mean anything so I really haven't got a clue where to start searching. Anybody with the (hopefully successfully solved) same problem to help me ? Thanks! Steven. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8269
  - 6
    - Deployment Manager I am setting up CRM in a test envrionment, I believe I have everything instaleld correctly. I have installed and reinstalled. When i run the Deployment Manager i get an error sying the snapin has failed. The event log has the follwing error in it. "dmLog: IsCRMSysAdmin : WhoAmI failed." can anyone tell me what im doing wrong? Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8266
  - 7
    - Second Post: CRM SDK Problem Hi I am using the code provided in the SDK to retrieve all Incidents for the all accounts, I displayed the string which contains the result from the database query (result of the retrieve method) using Response.Write . I get a display as shown below {99A3A57E-ACD0-4307-9CF4-D9D4C6C34B3F}{DEFDD353-8D3C-4C2E- 938E-F1B6C9BAF2CA}2003-10-27T09:30:22-08:00CAS-010862003- 10-27T09:30:22-08:00{6523D3D9-4D47-4981-9518-870B421E2AE3} {6523D3D9-4D47-4981-9518-870B421E2AE3}01{8ED32717-8930- 4FCD-BC43-A7CB141C82C7}{6523D3D9-4D47-4981-9518- 870B421E2AE3} Please do help as I am not able to get the XML structure. nor the data. Any help is appreciated. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8265
  - 8
    - crm and telesales campaigns Our people in telesales used to work with Siebel, and they keep asking about the concept of "campaigns". In all of the documentation, I found 2 documents that mentioned the word campaign exactly once. Could someone give me at least some kind of idea of how campaigns could be done in MSCRM? For example, we as a distributor decide to go on a campaign of selling HP laser printers. We have MSCRM with our partners inside, and custom field "HP Customer". The value of this filed can be true, or false. How do we: 1. define a campaign - a group of accounts with HP Customer field whose value is True 2. divide the campaign with target customers so that each of 4 telesales persons gets it's own customers to contact, without overlaping... 3. analize the results of that particular campaign? thanks, Ivan Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8261
  - 9
    - mscrm plugin (module) development hi, does anyone have an example of a plugin for mscrm with .net code, and/or details of how to integrate with the product. we're having real trouble finding out information about this. thanks in advance, ben Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8253
  - 10
    - Hot keys in MS CRM Has any one seen a list of hot keys/shortcut keys for MS CRM? Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8252
  - 11
    - I can recover the administrator role Hello Its Posible recover the administrator role without reinstall all aplication ???? Help please.... Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8248
  - 12
    - Cannot bypass login & password I have a computer from my job that they do not want anymore. it was hooked up to a network (no longer) and when I start up it prompts me for a login and password. I can't get in at all, is there any way that I can change this. The program is Microsoft windows professional. Should I keep or toss it. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8243
  - 13
    - CRM-SBS Install question Question regarding installing MS CRM on SBS2K. On page 151 of Install Guide, "Add Microsoft CRM Accounts to Pre- Windows 2000 Compatible Access Group", I'm guessing that in the Members tab I just need to add the SBS server, right? Thanks, SD Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8240
  - 14
    - Using Access or Excel for a datebase ??? I know i would use Access for a datebase but i need to know the advantages of using Excel for a datebase and is there any other program that i could use. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8239
  - 15
    - Emailing from CRM I want to be able to email a client from crm but I do not want clients to email into crm. Is there a way if I install the Exchange Email router to limit which way we would like to send or receive traffic. -Thank You Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8237
  - 16
    - Creating reports in access and linking to CRM I am looking for some ifo on creating a report in Access 2002 and linking the report to a table in crm. Is this possible and where can I find additional information. I am also looking for any information on creating an Access database and retrieving the information in CRM as a backup medium if CRM is down. Thanks Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8236
  - 17
    - Hardware Req for CRM *SQL Server* Repost We are having issues with our SQL Server and CRM. CRM Server is on another box - SQL Server is on dual PIII 700 box w/2G ram.... We are getting "security descriptors cannot be updated" when updating roles and while using Workflow to email 100 emails for newly created leads we get "deadlock" and/or "Lock:Timeout" issues. Is anyone else getting the same errors and may I ask a role call on what everyone's SQL Server hardware is like? MS says we have a hardware issue and we want to make sure before we buy another server. THANKS! Kristina Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8234
  - 18
    - Problem with forms custimization I'm trying to add some fields to Accounts form. I added an "HP Customer" attribute using Deployment Manager of a Boolean type. Then I added the field using System Customization to the Details tab of the Accounts form. It all looks and works very nice in the Account Custimization part of the CRM, but when I go to the Sales module and take a look at the existing account, there is no new field on the form. When I create a new account, still no new field on the form. However, the filed is visible as a column on the list of all accounts. How can I make new fields visible on the form? p.s. I am using CRM v.1.0, is there perhaps a newer version, and/or when can we expect one? Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8225
  - 19
    - Get All users from the mscrm hi, how can i get the avalable users in ms crm through program(C# or VB.NEt)? Lots of thanks Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8211
  - 20
    - Cannot use Workflow Manager Hi, My crm server was running normally. I logged on as an administrator which own all privileges. But, when I tried to use the Workflow Manager, it popped up: "The specified Microsoft CRM server is not responding. This might happen if it is currently unavailable or it is not a Microsoft CRM server. For more information, contact your system administrator." What's wrong? Any help? Thanks! Chris Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8210
  - 21
    - Creating CRM user - security privileges issue When attempting to create a new CRM user in the user manager wizard, I get the following error after selecting a user from the list of domain users. "You don't have sufficient security privileges to run the user manager wizard." The server is running Windows 2000 server, not 2003 like I have seen on other similar inquiries. Any direction is appreciated. Thanks, Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8209
  - 22
    - no permissions to anything I have installed our action pack CRM version, and I can not access the CRM website, or add users. It says I don't have sufficient security priveleges to run the User Manager Wizard. For more info contact your system admin (me). Is this a license issue? I sent my license request today but it says to wait 5 to 7 business days. I figured there would be a trial period at least. Any input? Also from a previous post I noted CRM isn't supported on win2k3 server. Should I deploy a seperate 2000 server with SQL on my network, or does it not work with 2003 active directory or exchange server 2003 either? what about Outlook, does it support Outlook 2003 yet? Cheers! Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8208
  - 23
    - Adding a previously removed field to a form Hi I have removed a field from the contact form (the state field) and want to re-add it. It does not show in the list of fields to add, presumably because CRM thinks that it is already on the form. How do I convert a field from a text field to a pick list? Does it require adding an entirely new field to the schema and using this field? Thanks Gill Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8199
  - 24
    - CRM Errors Managed to install crm but keep getting these errors with "snap in failed to initialize".... Application error log DMSNAPIN dmLog: IsCRMSysAdmin : WhoAmI failed. Any Ideas? Travis McGee Boston Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8196
  - 25
    - Utilizing custom webcontrols in CRM Hi, Just wondering whether anyone has successfully used the tabcontrol found in CRM. If so, is it simply a matter of adding to the VS IDE? Any help would be great. Cheers Chris Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8193
- Next
  - 1
    - importing contact data into CRM Hi everyone; How could I import contact and other data from other files or databases into CRM? thanks, Farshad Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8192
  - 2
    - CRM and Active Directory Native Mode? I recieved my Action Pack kit and I'm trying to install CRM on our server. We have Windows 2003, with a standard Active Directory Deployment, Exchange Server 2003, and SQL 2000 SP3a loaded up. When I try to install CRM, it gives the following error: "Your Active Directory deployment must be in Native Mode" Any ideas as to what I can do, or why this is happening? Thanks! Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8191
  - 3
    - Adding Industry Codes I am picking up the pieces on a previous installation of CRM, and want to add additional industries to my industry dropdown in the Lead form. For the life of me, I can't find the proper table in the database. Can someone be good enough to point me in the right direction? Thanks, Chris Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8190
  - 4
    - How to make the Case description field larger. Hello- We are using the case description field to capture all history on a case. We do not attach notes because it is annoying and painful to have so many clicks to add detail to a case. I want all of the detail unless it includes supporting files or emails in the description so I can see all case history with one click. Any way to make the case description field larger? Furthermore, is there a way to see if there are notes attached to a case without clicking on the notes tab? THere should be an indicator on the case itself or in the cases overview view to see when notes are attached. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8186
  - 5
    - How can I promote a email to a new CRM case? Often, we get customers mailing our support@company.com account and they are often new incidents. The promote to CRM activity is great, but it does not look like I can create a new case with it, just associate it with an existing case. Did microsoft forget this very obvious workflow, or is it me that's missing something obvious? Thanks! Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8185
  - 6
    - Auto-generate invoices from GP Hello, We create 1000+ invoices per month, using QB pro 2000. We import these from an spreadsheet (created in 'IIF' format - some of you will know what I am talking about ;). The spreadsheet is created in access using our billing data (sql server). Anyway, we are moving to GP 7.5. Will I have to create a similar program, or will GP read my billing data (sql server) and create my invoices ? If I have to create a program or modify GP, what tool should I use ? I see the following ... eConnect Continuum Dexterity Modifier Integration assistant for Excel I can use anything, but any .net-oriented tool would be my preference. Finally, these tools are extra $$$ add-ons correct ? Thanks, Ken Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8182
  - 7
    - (Repost) XSDs for CRM objects? I am trying to either find static copies of XSDs for CRM objects or some permanent url locally to CRM server or Microsoft hosted site where I can reference the XSD by. Whenever your query returns a resultset xml, it should be loadable in a XmlDataDocument but it will need a schema. Personally I think this should have been a part of each object so that I can build a strongly typed dataset from the get-go. So anyone? Much appreciated... Jiho Han Infinity Info Systems Corp. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8180
  - 8
    - How to load the sample database? Hello, > > > I need help to load the sample database which come with the CRM 1.0 cd. > I > > am > > > a MSDN universal subscriber. I follow the instruction. The CRM server > > start > > > up ok. I went to deploment manager and follow the instruction to put in > > the > > > license # as specific in the Chapter 20 page 221 of MS CRM > implementation > > > guide. I then went to the CRM home page click business setting and click > > > users and put all 5 users with license. > > > Then I go to the cd, and execute the microsoft.crm.demodaatwizard.exe, > It > > > took a while. I put in all 5 users/passwords and roles selections which > I > > > defined in the Activer directory. I click next. > > > What I got is the message "You do not have 5 Microsoft CRM suite > > > Professional license available. For more information, contact your > > > administrator". > > > I am sure I did because I tupe in the license key > 8JUNYZUK3U66WXTRP7WE1. > > > And these key are availabe when I access the user profile. I was using > > > Adventure Works Cycle as organization name. Should I use MSDN Subscriber > > as > > > organization name?? > > > Please help!! > > > Thanks > > > Anthony > > > > > > > > > > > > > > > > > > > > > > > > > > > > > Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8177
  - 9
    - Laptop Mouse I installed Windows XP Professional after which the Targus Mouse that I purchased would not work in either USB Port. Anyone know how to enable it? Bob Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8166
  - 10
    - sales make sure you delete the crm and sql folder in program files or where ever installed Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8158
  - 11
    - 2nd post - Can anyone help me with an installation problem? I am a newbie to CRM working on my first installation and I am having some difficulty. I am trying to install on a SBS 2000 system that has been updated to meet the requirements. I started by installing the CRM server software. On my first install I left the INC out of the organization name and was not able to add licenses. I then uninstalled and reinstalled with the correct organization. I then changed the Crystal Reports Admin password and Added my license key. (I am following the instructions in the document entitled "Implementing MS CRM Sales Project Guide) I then moved on the installing the MS CRM Exchange E-mail Router. I put in the disk and start the install. It asks me the server name which I provide and then it asks an account and I tell it the Domain Admin username and password. The installer the starts installing and about 33% the way through I get the following message: Error 1303: The installer has insufficient privliges to access the directory c:\inetpub\wwwroot\MSCRMConnector. The installer cannot continue. Log on as administrator or contact the system administrator. At this time I have no choice but to cancel. I tried to go check the permissions on that folder only to discover that there is no security tab! I am logged in as the Domain Administrator. Any help with this will be appreciated. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8156
  - 12
    - Microsoft CRM vs. Goldmine Ladies and Gentlemen, My company is in the process of reviewing CRM solutions and our reseller is suggesting Goldmine over CRM. One of the key reasons is that Microsoft CRM has a problem with its "one-to-many" relationships when associating data within another file. Is this true? What are the advantages of CRM over Goldmine? Thanks! John Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8153
  - 13
    - ACT! integration I posted some of my code from this summer that using the ACT! API to move contacts from ACT! to the Microsoft CRM cdf database used by the Data Migration Tool. It's of value since it took me a while to figure out how to talk to ACT! in the first place. The MSCRM stuff is not as valuable. http://www.mscrm-technical.com/DesktopDefault.aspx?tabid=14&ArtifactID=b0702936-e49d-44a1-9b8e-6fbde9f76db9 There's no warranty to it - of course, but it worked for me. Mark Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8152
  - 14
    - Cannot Clean Up ActivityBase Table Is there a fix for this yet? I would hate to have to clean up the database everyday? TechKnowledge Microsoft CRM Deletion Service Failure Error "Cannot Clean Up ActivityBase Table" Appears in the Application Event Log on the Microsoft CRM Server Printable Link Email this link Document ID: 30380 Date Created: 4/24/2003 Date Last Modified: 6/18/2003 10:39:47 AM Language: English - United States Country: USA Product: Microsoft CRM Versions: 1.0 Modules: Microsoft CRM Miscellaneous Issue Microsoft CRM Deletion Service failure error - "Cannot clean up ActivityBase table." occurs in the Application Event Log on the Microsoft CRM Server. Resolution This error usually appears when an attachment is attached to an Activity record, where the Activity record has been deleted from the application. At that point, the record is marked to be deleted from the database. Then, the deletion service sees that this record needs to be deleted. However, when the service tries to delete the Activity record, it cannot because there is an attachment assigned to the Activity record. Since the Attachment is stored in a separate table, there is a dependency on the Activity record, so it cannot be deleted. To verify this, on the Microsoft SQL Server where you installed the Microsoft CRM databases, please open the Query Analyzer tool (Start | Programs | Microsoft SQL Server | Query Analyzer). Point to the <organization_name>_MSCRM database, and execute the following script: SELECT * FROM ActivityBase WHERE DeletionStateCode = 2 This statement will return records in the ActivityBase table, where all Activity records are stored, that are marked for deletion. The Microsoft CRM Deletion Service removes any records with a DeletionStateCode = 2 for any entity in the database. If the Activity record(s) in question are not being removed, there is most likely a reference to that record in the Activity Attachment table. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8147
  - 15
    - some fields are missing in the resultXML Hi, when I try to retrieve all the accounts for a particular principal using an empty columnset parameter, it is not retrieving many of the fields in the accounts table as listed in the accounts.xsd. Infact, as per the SDK it should return all the columns, which have In Read = 'yes'. the following are the only fields that were returned, where do all the rest of the fields go? for ex: creditlimit, websiteurl etc <account> <accountid>{D17A8F20-D1D0-4F51-B365-92FDF16EDBE9}</accountid> <accountcategorycode name="Standard">2</accountcategorycode> <territoryid name="Eastern" dsc="0">{8A76F9EC-A904-4656-86E8-838F08CF6D30}</territoryid> <defaultpricelevelid name="Wholesale" dsc="0">{D8231AE0-9BEE-40FF-AE7A-FC722722B5F0}</defaultpricelevelid> <preferredcontactmethodcode name="Any">1</preferredcontactmethodcode> <customertypecode name="Prospect">8</customertypecode> <accountratingcode>2</accountratingcode> <industrycode name="Entertainment Retail">14</industrycode> <territorycode>2</territorycode> <owningbusinessunit>{09D9FE87-9483-4F08-9B30-DCABB841A94C}</owningbusinessun it> <originatingleadid name="Dodd, Cindy" dsc="0">{24B0B506-24EC-439C-8B14-3DCB7AA9CC7C}</originatingleadid> <paymenttermscode name="Net 60">4</paymenttermscode> <shippingmethodcode>4</shippingmethodcode> <primarycontactid name="Dodd, Cindy" dsc="0">{DF3F306F-19DE-4F50-9784-623BF6693FA8}</primarycontactid> <participatesinworkflow>0</participatesinworkflow> <name>Suburban Cycle Shop</name> <accountnumber>SUB582B4</accountnumber> <revenue>30000</revenue> <numberofemployees>8</numberofemployees> <ownershipcode name="Private">2</ownershipcode> <emailaddress1>someone@microsoft.com</emailaddress1> <donotphone name="Allow">0</donotphone> <donotfax name="Allow">0</donotfax> <telephone1>555-0135</telephone1> <donotemail name="Allow">0</donotemail> <donotpostalmail name="Allow">0</donotpostalmail> <creditonhold name="No">0</creditonhold> <createdon date ="07/15/2003" time ="7:38 PM">2003-07-15T19:38:04+05:30</createdon> <createdby name="User2, Test" dsc="0">{40B824A1-EF70-452B-8F7F-4A1F2AC0A30E}</createdby> <modifiedon date ="07/15/2003" time ="7:58 PM">2003-07-15T19:58:01+05:30</modifiedon> <modifiedby name="User1, Test" dsc="0">{0B5EA5A3-DECA-4D04-A4F4-3D86BD70D55A}</modifiedby> <statecode name="Inactive">1</statecode> <statuscode name="Inactive">2</statuscode> <address1_addressid>{442ADE8D-0F5D-44DC-93E6-3330AEEE66C3}</address1_address id> <address1_line1>58 Adams DR.</address1_line1> <address1_city>Randolph</address1_city> <address1_stateorprovince>MA</address1_stateorprovince> <address1_country>US</address1_country> <address1_postalcode>43935</address1_postalcode> <address1_telephone1>555-0135</address1_telephone1> <address2_addressid>{3095A0C3-7FA2-42B8-BBF1-87055F158AAD}</address2_address id> <ownerid name="User2, Test" dsc="0" type="8">{40B824A1-EF70-452B-8F7F-4A1F2AC0A30E}</ownerid> </account> thanks rojer Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8144
  - 16
    - Restricting access to Export to Excel functionality. Hi all I am aware that the answer is likely to be 'no', but is anybody aware of a way in which I can disable the Export to Excel functionality on the various screens (accounts, contacts, etc.) - either on a user by user basis or globally. A customer of mine believes this functionality makes it too easy for a user to do a complete dump of the central CRM data to Excel. (Obviously we have given them access to the data and we want them to be able to view it, but we do not want them to easily be able to do a complete dump). Any help appreciated. Cheers Andrew Andrew Volz Senior Consultant Senetas Group Phone +61 3 9820 1988 | Mobile 0409 795 537 | Facsimile +61 3 9821 4899 Level 1, 11 Queens Road, Melbourne 3004, Australia Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8140
  - 17
    - Problem with pick-list fields within views (Microsoft CRM). Hi all I have experienced an identical issue at two Microsoft CRM sites which I am hoping people may be able to shed some light on. In short, when pick-list fields are displayed as columns in views, the values do not show on the screen. This appears to be the case for ALL pick-list fields, such as relationship type for account, role for contact, etc. For example, we have created an Account view that shows Account Name, Parent Account Name and Relationship Type. The account records display perfectly for Account Name and Parent Account Name, but the Relationship Type column is completely empty. There is definitely data in this field, because double clicking into the account detail view displays the correct relationship type in the pick-list field. The problem occurs irrespective of whether the pick-list items have been customised or not. Both sites are using the international version of the CRM (v1.0). Any advice appreciated. Thanks Andrew Andrew Volz Senior Consultant Senetas Group Phone +61 3 9820 1988 | Mobile 0409 795 537 | Facsimile +61 3 9821 4899 Level 1, 11 Queens Road, Melbourne 3004, Australia Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8139
  - 18
    - Workflows with Email Templates Hi, I am trying to send an email (based on an email template) from an automated workflow. When an opportunity with value of over $50,000 is created, I would like to send an email to the account manager/owner with the details of the opportunity. Opportunity-typed email template created with necessary info. When I select the template from within Workflow manager email activity the rest of the field become greyed out. Any insight would be helpful. Is this feasible? Thanks, Jason Mutchler Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8131
  - 19
    - CRM on SBS 2003 DISASTROUS ** DO NOT ATTEMPT ** USERS BEWARE After downloading the CRM from the MSDN Universal subscribers site and attempting to install it 6 times, I have finally given up, after discovering that it does not work as advertised on SBS 2003. In fact it does not even install. In fact... worse than that it blows away a lot of SBS configuration files for sharepoint etc etc. Question: Why does the MSDN download site not say that "This product will not run on SBS 2003"? So, we thought... Maybe the Business Contact Manager will be better for us seeing as the CRM does not yet work on SBS 2003. After installing that, and playing around with it. We liked it. BUT. It is doctored and will not work with shared public folders on exchange 2003 even though standard shared contact folders will. Question: Why do microsoft not license the BCM for shared use an an optional license? Many people would buy it. Conclusion. Microsoft do not have a workable, shared CRM for Exchange 2003 and/or SBS 2003. One last point. If you DO install BCM 2003, it works well, until... You connect to an exchange server. At which point it removes itself, the forms, databases, and the "Business Tools" menu out of outlook 2003, and you lose all your data. Office 2003 and SBS 2003 are great products. BMC 2003 and the Microsoft CRM are unusable. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8128
  - 20
    - microsoft works 95 data base transfer to works 2002 How can I make my old mailing list that was made in microsoft works 1995 compatible to my new computer running windows xp with the works 2002. I do not want to type 800 names over again. I have tryed transferring but only get giberish. Thanks Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8126
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    - Excel export functionality from Contracts?? Hi Everyone! Does anyone know if it's possible to do an Excel Export from Contracts (Contract with an 'r' vs. Contact)? The Contract records seem to be locked-down from doing an Excel Export. This includes Contract records that are retrieved via Advanced Find. My client is running into a few roadblocks with this when trying to do reporting on all of their Contracts. I'm sure that the MS analysts/developers thought this was a good idea initially, but it's forcing us to resort to Crystal Reports to solve this issue. If anyone has any ideas, then please feel free to post them here. Thanks! Cheers, Rob Kszan CRM Source, Inc. www.crmsource.com Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8125
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    - How to load the sample database? Hello, > I need help to load the sample database which come with the CRM 1.0 cd. I am > a MSDN universal subscriber. I follow the instruction. The CRM server start > up ok. I went to deploment manager and follow the instruction to put in the > license # as specific in the Chapter 20 page 221 of MS CRM implementation > guide. I then went to the CRM home page click business setting and click > users and put all 5 users with license. > Then I go to the cd, and execute the microsoft.crm.demodaatwizard.exe, It > took a while. I put in all 5 users/passwords and roles selections which I > defined in the Activer directory. I click next. > What I got is the message "You do not have 5 Microsoft CRM suite > Professional license available. For more information, contact your > administrator". > I am sure I did because I tupe in the license key 8JUNYZUK3U66WXTRP7WE1. > And these key are availabe when I access the user profile. I was using > Adventure Works Cycle as organization name. Should I use MSDN Subscriber as > organization name?? > Please help!! > Thanks > Anthony > > > > > > > > > Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8116
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    - Is is possible to create a CRM email with graphics in it? Hi all, Since CRM emails are HTML based, is it possible to create an email in CRM that includes graphics in the message body (ie. send an email that is mocked-up with a company masthead and a picture, etc.) Has anyone been able to do this and how was it done? Thanks, Kevin Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8112
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    - Formatting? I'm doing computer work as a volunteer for an agency. Their computer has Microsoft Professional. My computer has Microsoft Millenium. I want to work at home on my computer but I've been unable to open info from a floppy or flash drive. Either it won't open or I get "nonsense figures" such as boxes, not words. Any suggestions? Thanks for any help anyone can give. Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8111
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    - SDK Example Problem Hi I have a problem with the SDK example. I am trying to retrieve the incidents associated with an account, I am sucessful in retrieving , but i recive only GUID's not the data. Any help is appreciated. Thanks in advance Tag: SDK - how can I figure out which "flavor" of Microsoft CRM is installed? Tag: 8097

How can I programatically figure if a client is running Sales Standard or
Sale Professional, versus Service Standard or Service professional?

Can I use the CRMLicense.GetPurchasedLicenseCount method and assume that
when the license count is equal to zero, it isn't and if it's greater than
zero, it is???? Or is there a better way?

Thanks
-JD

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