howto synchronize laptop client over WAN?

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
    - Contact lookup in Opportunity Entity Often times we sell to one end-user within a large organization (Account). I consider the Accout our customer so use the Potential Customer field to lookup the Account. However, I would like to be able to quickly see that Joe Smith is the primary contact for a particular opportunity so that when I view 'My Opportunities' I can go to the one with Primary Contact Joe Smith. The way we do this now is by inputing the Topic of the Opportunity to be "Joe Smith - Software Sale". Then when we open that opportunity we can go to relationships and find that Joe Smith is the Business Decision Maker. This is too cumbersome so I would like to add a field in the Opportunity Entity Form that does a lookup on contact name to be the Primary Contact for this opportunity. In other words, I envision a field called Primary Contact that by default will be the full name from where the Opportunity originated (by Lead or by Contact) and then if I want to change it I can do a lookup on Contact name. So long story short, how can I create a custom attribute with type lookup and insert it into the the Opportunity Form? I've read several discussion about having to create a custom entity and then adding a one to many relationship. It seems that this approach is used when you want to add a custom entity. In my case I already have three existing entities, 'Contact' and 'Opportunity' and 'Lead'. Thank you, Tag: howto synchronize laptop client over WAN? Tag: 73982
  - 2
    - Resource only at 1 Site only CRM3: Under Settings --> Sites How come one can assign resources (workers) to 1 Site only? I have workers that need to perform activities inhouse as well on location at the clients. When I create a service with a selection rule I have to specify Same or All Locations. Now when a worker is only available under the Site 'Work @ client's place', thus not 'Work @ own company', and needs to do some inhouse jobs this weekend, I get warnings that my selection rules for Servicescheduling are not ok (which is understandable). How should this be organized? Tag: howto synchronize laptop client over WAN? Tag: 73981
  - 3
    - [CRM 3.0] Following mails in Outlook Hello, I have a problem on the Outlook component for CRM 3.0. It is component for "portable computer" which is installed. The problem appears for a few emails (it is rather random): when the person tries to make follow in CRM an error occurs "SQL server met an error. Please contact your system administrator". Something is strange becasue it is that for other similar emails that functions well. Would somebody have already encountered this problem? Thank you by advance. Tag: howto synchronize laptop client over WAN? Tag: 73980
  - 4
    - MS CRM Employment Questions. I have been working with Microsoft CRM 3.0 for about 6 months and have become fairly familiar with the tool as I am the only person doing any customizations in my organization and working closely with our Network Admin. I enjoy working with tool and was curious as to what opportunities people have found or are aware of. I work for a small company in Northern VA / DC Area and wear many hats including Release Manager and Product Manager but was interested in possibly doing this full time? Where would I start? Tag: howto synchronize laptop client over WAN? Tag: 73979
  - 5
    - CRM Customization help (grid display page menubar) Hi all, What i need is to store a date value taken from user and pass it to all crm built pages and use it there. This needs to be done for a custom added entity. In detail i added an entity to handle payments for different clients. What i need is to add a button in the crm menu bar on the default grid display page for payments that would prompt the user for date and then set that date in the session or any place from where i can access it later in the input pages for pyaments. If there is an option available to add simple text field in the mebu bar that would be far better. any idea how to do it ?? Tag: howto synchronize laptop client over WAN? Tag: 73975
  - 6
    - delete a team , buz unit and user from crm 3.0 pro hi, i can't remove a team , buz unit or user from my crm application. please help me. Tag: howto synchronize laptop client over WAN? Tag: 73968
  - 7
    - Service Activity Relationship Customisation - CRM Experts Help Required! I'm having the same problem as the one described here: >> I am having problems customizing a form in CRM 3.0 and would appreciate >> any assistance. >> >> When customizing the Service Activity Form ("The main application >> form") a field called "Regarding" exists under the Details >> section. It is possible to align accounts, contacts, cases etc in this >> field. I am trying to add a field that forces the users to align the >> Service Activities with an existing Case via a lookup and not give the >> user options for accounts, contacts etc. >> >> >> How do I add the selection box for the existing cases? My gut tells me >> that I need to create a new relationship but I am not sure how or >> where. A was hoping a recent book purchase would offer the solution but >> it did not. This question went unanswered, but so I was hoping that it may get a second look this time. Basically, I want to determine a chargeout rate based on a number of conditions (i.e. type of service, normal/overtime, customer's service level etc). Most of these are in the Service Activity form already, or sit nicely in there. However, I need to be able to look at the service level for the customer (let's say Gold, Silver or Bronze). This really fits in the Account form (or Contract I guess, but I haven't looked at this yet), should be copied into the Case form, then copied into the Service Activity form. I don't want the technicians to have to select the service level themselves as it adds one more thing to think about. Since I couldn't edit the Case/Service Activity relationship directly, I was thinking I could use a bridging entity and create new relationships. No joy - apparently, I can't create a relationship (either 1 to many or many to 1) that points to the Service Activity entity. Any ideas people??? I really want to be able to automatically calculate a rate so that I can create a new report which lists all the service activities related to a particular case, then calculate the charge to the client. Tag: howto synchronize laptop client over WAN? Tag: 73967
  - 8
    - Report Access not Kerberos perhaps IIS or Security - debug attache This is the Debug Info from DevErrors=On. The problem occurs when any user (except when on server itself) accesses Reports or System Settings. Any information on how to sort this much appreciated. Server Error in '/' Application. -------------------------------------------------------------------------------- The request failed with HTTP status 401: Unauthorized. 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.Net.WebException: The request failed with HTTP status 401: Unauthorized. Source Error: The source code that generated this unhandled exception can only be shown when compiled in debug mode. To enable this, please follow one of the below steps, then request the URL: 1. Add a "Debug=true" directive at the top of the file that generated the error. Example: <%@ Page Language="C#" Debug="true" %> or: 2) Add the following section to the configuration file of your application: <configuration> <system.web> <compilation debug="true"/> </system.web> </configuration> Note that this second technique will cause all files within a given application to be compiled in debug mode. The first technique will cause only that particular file to be compiled in debug mode. Important: Running applications in debug mode does incur a memory/performance overhead. You should make sure that an application has debugging disabled before deploying into production scenario. Stack Trace: [WebException: The request failed with HTTP status 401: Unauthorized.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1296 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +218 Microsoft.Crm.ReportingServices.ReportingService.ListChildren(String Item, Boolean Recursive) +80 Microsoft.Crm.Application.Controls.ReportsGridDataProvider.GetReports(Int32& numReports) +738 Microsoft.Crm.Application.Controls.ReportsGridDataProvider.Execute() +29 Microsoft.Crm.Application.Controls.AppGridUIProvider.Render(HtmlTextWriter output) +229 Microsoft.Crm.Application.Controls.ReportsGridUIProvider.Render(HtmlTextWriter output) +8 Microsoft.Crm.Application.Components.UI.DataGrid.RenderData(HtmlTextWriter output) +531 Microsoft.Crm.Application.Components.UI.DataGrid.RenderInnerHtml(HtmlTextWriter output) +471 Microsoft.Crm.Application.Components.UI.DataGrid.Render(HtmlTextWriter output) +125 Microsoft.Crm.Application.Controls.AppGrid.Render(HtmlTextWriter writer) +127 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243 _ASP.home_reports_aspx.__Render__control1(HtmlTextWriter __output, Control parameterContainer) +420 System.Web.UI.Control.RenderChildren(HtmlTextWriter writer) +27 System.Web.UI.Control.Render(HtmlTextWriter writer) +7 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243 System.Web.UI.Page.ProcessRequestMain() +1926 Tag: howto synchronize laptop client over WAN? Tag: 73966
  - 9
    - Outlook Tracking Issue When I click Track this email in CRM it pops up with the message " a program is trying to access your address book..." everytime I want to do it. How do I stop this? Tag: howto synchronize laptop client over WAN? Tag: 73963
  - 10
    - Is the Activities View Customisable? I'd like to add Contact name and Phone number against Activities. Is it possible to customise Activities and then show in a list view? Tag: howto synchronize laptop client over WAN? Tag: 73961
  - 11
    - Report Hi, I make a custom report called "Report A", but when I run it in microsoft CRM application, there is error dialog like this : ----------------------------------------------------------------------- Reporting Services Error : An error has occured during report processing .(rsProcessingAborted) Cannot create a connection to data source 'mi-crm' . (rsErrorOpeningConnection) Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON' ----------------------------------------------------------------------- For information, the user open the report is CRM user (user Liau). Liau was a member of ReportingGroup in active directory, and then i try to add ReportingGroup group to SQL Server for dbowner role. Anyone help me ? Tag: howto synchronize laptop client over WAN? Tag: 73959
  - 12
    - update admin owned entity fail with SDK When i try to update the contact with CRM SDK Webservice , it return the following error: Target user does not hold required privileges. The user i use is a "systme administrator" role" After checking, I found that the fail record is owned by "Administrator". And it is ok to update record if the contact is owned by other users. On the other hand, if I update the fail record through CRM Web Site, it is ok at all, no error return. Is anyone face the same problem and has soultion on this? Code I used as follow: TargetUpdateContact target = new TargetUpdateContact(); target.Contact = con; UpdateRequest update = new UpdateRequest(); update.Target = target; UpdateResponse updated = (UpdateResponse)CRMService.Execute(update); Tag: howto synchronize laptop client over WAN? Tag: 73958
  - 13
    - Printing Labels from Marketing List It is possible to create Mail Merge documents for the members of a Marketing List through Quick Campaign or Main Campaign. But how about creating labels for all the members in the Marketing List? It seems that labels can be created only from the main contact list and not from the Marketing list. Any pointer?? Tag: howto synchronize laptop client over WAN? Tag: 73955
  - 14
    - Sum of Billable Time Against Cases We raise cases against customer requests and complete billable time when cases are completed but I can't see a simple way to see the total of billable time against a customer? Any advice please? Roger Tag: howto synchronize laptop client over WAN? Tag: 73944
  - 15
    - Implement CRM 3.0 on a Lotus environment Hello, I need information about implementing Microsoft CRM 3.0 in the following environment: * Lotus Notes as e-mail server * There is no Exchange Server * Domain users are on Active Directory I need to know the following: * Do I need to install exchange server and integrate it to Lotus? * Is there any ISV software or connector that lets install CRM with Lotus and not Exchange * Any documentation about integrating CRM with Lotus is usefull too Tag: howto synchronize laptop client over WAN? Tag: 73943
  - 16
    - CRM 3.0 Contact's not synching up properly with Outlook Contacts. CRM 3.0 Contact's are supposed to sync up with outlooks contacts list. Well when I birthday is placed for a contact in CRM it populates outlook's calender with an event. For some reason it populated a paticular contact for every single day in the calender. Any help on how this happend and how to clean it up would be great. Thanks Tag: howto synchronize laptop client over WAN? Tag: 73940
  - 17
    - KnowledgeBase Title Chage to Article My company has a product called "KnowledgeBase" which obviously causes confusion with the CRM "Knowledge Base" articles. Can anyone tell me where I can change the title of "KnowledgeBase" to something like "Article" within CRM? Tag: howto synchronize laptop client over WAN? Tag: 73939
  - 18
    - KnowledgeBase Title Chage to Article My company has a product called "KnowledgeBase" which obviously causes confusion with the CRM "Knowledge Base" articles. Can anyone tell me where I can change the title of "KnowledgeBase" to something like "Article" within CRM? Tag: howto synchronize laptop client over WAN? Tag: 73938
  - 19
    - Unable to uninstall CRM 3.0 client from any other user, including Admin (Local or Domain) How do I uninstall CRM 3.0 client that was installed on another user account we don't have access to? The only way we can uninstall the client is if we log in as the user who used it. When people switch computers and a new user needs that computer, the only way to enable them to use CRM outlook client is to uninstall it on the old user and reinstall on the new. Why!? Any help is appreciated. Tag: howto synchronize laptop client over WAN? Tag: 73937
  - 20
    - [CRM3] Scheduling a serviceactivity which consists of multiple (sub)services When I schedule a Serviceactivity in CRM 3.0 I get to choose only one specific Service. Now what when I've defined different Services, say - Service 1:Configuring a laptop - Service 2: Connecting a laptop to a domainnetwork - Service 3: Installing Office2007 on a laptop Now how can I schedule 1 (just one) Serviceactivity (say Service X: placing a fully configured laptop) under which all three services are being executed? When all three sub-services have been executed, the total amount spent on these sub-services should be calculated when the parentcase is being closed. I can't get visualize this in my head at the moment because I'm stuck with multiple issues: A) I have different services B) I have different Resources (users) that can perform that service C) I have services that exist of other services themselves. How have you dealt with Service/Subservice issues in your organisation? Tag: howto synchronize laptop client over WAN? Tag: 73935
  - 21
    - CRM 3.0 - SQL 2000 Reporting Services - Problem with reporting from network client PCs We have an installation of Microsoft CRM 3.0 SBE running on SBS 2003 Premium (ISA is not installed). The installation is working perfectly all round with one exception. We suspect that our problem has something to do with either the configuration of our certificate or CRM, reporting services and IIS permissions. CRM was installed on a fresh installation of SBS. When running reports from CRM on the server itself we have no problems what-so-ever. When we run reports from a domain member client pc on the network and run a report we can edit criteria in the report viewer and run reports etc. When we click run report, we are prompted to enter user credentials (not the case when we run reports from the server). When the report output is rendered, no data is getting through and we are presented with blank graphics placeholder (with little red x) and only the report output template. When we attempt to drill down or get details on any of the reports, we get the following error message. Line: 68 Char: 1 Error: 'top.trEditFilter.Style' is null or not an object Code: 0 URL: http://ourcrmserver:5555/CRMReports/viewer/drillopen.aspx? blah blah blah,.......... Anyone have any ideas? Thanks in advance Tag: howto synchronize laptop client over WAN? Tag: 73931
  - 22
    - Data Migration Framework should allow custom entities Data Migration Framework shoul allow importing data to custom entities. -- Luis Panzano Renacimiento Sistemas Microsoft GOLD Certified Partner http://lpanzano.spaces.live.com/ ---------------- 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=e95a91c3-a3cc-4150-b04b-b399d4f6616a&dg=microsoft.public.crm Tag: howto synchronize laptop client over WAN? Tag: 73929
  - 23
    - Planning a service with more or less required users When I create services you have to pick the amount of users, needed for that service. Say I have a service 'Configure Server' and 3 persons are needed out of a pool of 10 capable people. When you schedule that service, one seems to be stuck with that amount of required users. I can select 2 people, but then with the calculation of the times that are available, CRM uses the amount set (thus it looks for 3 people to schedule in), if I select 4 people you get the error of planning more resources than required for the service (which is understandable). Sometimes I want to schedule only one employee and perhaps even 3. And what if I want to schedule a person that's coming along just to watch how the service is being executed (think of a trainee that is not actually performing any duties) ? How have you dealt with this issue? Tag: howto synchronize laptop client over WAN? Tag: 73928
  - 24
    - Lookup record dialog box The lookup dialog box field for different types of activities are different. For example, if we add job title in the find columns for Contact find (uder form and view). The job title is seachable in Phone activity Receipeint field, but it is not in To field of email. The two lookup foms also look different. Is there a way to make Job title searchable on Email lookup dialog box? Thanks Tag: howto synchronize laptop client over WAN? Tag: 73921
  - 25
    - Free CRM Server license for Dynamics GP customers? My partner said at a recent user group meeting that MS was offering a free CRM Server license for Dynamics GP customers (who are current on their enhancement plan). Does anyone know more details about this program? I'd like to set up and explore using CRM in a small environment (maybe just a few users) and this would make it easier to do. Unfortunately, my partner isn't being much help on this one....they told me to look on CustomerSource, but I can't find anything resembling this. Anybody else heard of this, or know where I can go for more information? Thanks, Jason Tag: howto synchronize laptop client over WAN? Tag: 73912
- Next
  - 1
    - Issue since Rollup 1 applied Since applying Rollup 1 yesterday, we experience the followng error: "Failed move data for entity 'Contact' during sainsert. countRow=1" Searching I find suggestions that this is an issue Rollup 1 will resolve. In this case it was working fine UNTIL we applied the rollup. Any suggestions are appreciated. Tag: howto synchronize laptop client over WAN? Tag: 73909
  - 2
    - Assign Telephone Call and send email Good afternoon, We are fairly new to CRM 3.0 and trying to acomplish the following: Telephone Call is received CRM User clicks the create telephone call CRM User sets TO: field to CRM User phone message is for CRM User sets FROM: Feild to contact / business that is calling types in phone call info, etc. When this is saved we want a Workflow process to assign the phone call to the TO person then email the TO person. Is there a way to do this? Thank you in advance, Steve Tag: howto synchronize laptop client over WAN? Tag: 73908
  - 3
    - CRM v4.0 aka Titan I have researched the posts throughout this group and haven't seen much on this topic. Visit these two links (i'm sure there are tons more) to see what I'm talking about: http://www.microsoft-watch.com/content/operating_systems/microsoft_to_talk_mash_ups_titan_crm_40_at_convergence.html http://blogs.zdnet.com/microsoft/?p=85 If anyone has ANY other information regarding the release, new features, etc on this topic please post it here. Thanks, Brandon Tag: howto synchronize laptop client over WAN? Tag: 73898
  - 4
    - TimeZones When doing reports with CRM we have several users in different time zones (Central and Eastern). To add pain to injury some have daylight savings time and others don't. We've added custom date fields into CRM and are now reporting. Depending upon when the information is entered it shows on either the current day or the next day. These dates we need to report on the correct date. We know we have the SystemUserBase table that we can cross reference for time zone bias but is there a simple function that we can wrap a query in to automatically handle the offset? We're using a filtered view to try and get the information out of CRM in our reports. John Tag: howto synchronize laptop client over WAN? Tag: 73884
  - 5
    - Question about service planning and travel time. Hello, I have the following question. Within the Service planning module of CRM I have the possibility to plan my service people. But our service is with the customer itself, at there location. So the service people have to cope with travel time to get to there next appointment. I cán not see this in my serviceplanning view, and so there is a risk a appointment is planned on travell time... Does someone know a solution? Please help, thank you in advance. Eric Tag: howto synchronize laptop client over WAN? Tag: 73882
  - 6
    - Calendarweeks off The date on our CRM 3.0 server is set correctly and to use GMT+01:00 hour for TimeZone (Amsterdam, Berlin, Rome,...). The weeknumbers in CRM 3.0 go like this: Year 2003: has 52 weeks Year 2004: has 52 weeks as well Year 2005: has 3 weeks 52? Year 2006: misses a week 52 Year 2007: is ok again, 52 weeks Year 20xx: etc. also ok. Any reasons why? Tag: howto synchronize laptop client over WAN? Tag: 73881
  - 7
    - Mail Merge Images Missing One of our clients is trying to use the Mail Merge option to send out newsletters based on an email template which includes images. The only merge fields in the document is the client's name. However, the images in the template do not always get sent. Sometimes they are merged into the final document and other times no image is displayed at all. They are using Word2003. Any ideas? Tag: howto synchronize laptop client over WAN? Tag: 73880
  - 8
    - Issue with Syncing Contacts in Outlook After I create a contact in CRM, the contact is created in Outlook but without the 'Company' name. Why is this? Thanks Tag: howto synchronize laptop client over WAN? Tag: 73877
  - 9
    - Alternative to the Email editor in the CRM I use the outlook interface to send emails and link them to the CRM to keep records. this is fine. However, when I open a recorded email within the CRM, it is the CRM editor which is used. I found it very very poor. Is there a way to use within CRM the outlook email editor? Tag: howto synchronize laptop client over WAN? Tag: 73875
  - 10
    - Next Scheduled Release in February 2007? At Convergence last Spring the CRM team repeated numerous times that they were on a rapid development and release schedule and that partner and customers should look forward to a release in February 2007. I don't see any documentation about what's in store for 2007 -- though I have learned more from colleagues who resell SalesForce.com about what's in store for that CRM solution. Where can I learn more so I can help better service our customers and prospects? Tag: howto synchronize laptop client over WAN? Tag: 73873
  - 11
    - Provide a better upgrade path with Business Contact Manager Hi, my suggestion is to provide a better upgrade path between Business Contact Manager and MS CRM. Small business owners that use BCM will want to upgrade to CRM as they grow. Looking at the blogs and postings, there seems to be a lot of problems migrating data from one to the other. I thought it would be great if I could just drag and drop a contact from BCM to the leads folder or contacts folder and have it add a record automatically. I was able to use the data migration tool to get my accounts to migrate over but not my leads and even so, not all of the information came through such as emails and activities. ---------------- 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=130969c0-8e80-4e31-844c-7829b290bfce&dg=microsoft.public.crm Tag: howto synchronize laptop client over WAN? Tag: 73872
  - 12
    - CRM V3.0 on SBS prem cannot access reports Hi.. currently have an issue with MS CRM with regard to accessing reports. from both client machine and server i cannot access reports. from within CRM i get "error.. An error has occurred. For more information, contact your system administrator." if i try to go to http://localhost/reports i get "The request failed with HTTP status 403: Forbidden" have looked on MS site and googled without much success. SBS 2003 prem (not R2 and no ISA) iis using .net v1.xxxx any idea thanks Tag: howto synchronize laptop client over WAN? Tag: 73871
  - 13
    - Bulk email aborted from quick campaign Folks, Have done an Advanced Find and from there created a bulk email Quick Campaign. (590 recipients/contacts) after clicking on Create screen closes after a short pause but the campaign shows 0 success 0 failed Status Reason Aborted. (error: 0x8004023b in description) If I do the same with a subset of 7 contacts it works fine. (ie emails to all seven are sent out) Any suggestions? Have checked bulk email service is running Have set tracing debugtracelevel - nothing obvious Have checked all email addresses in valid format Have set AllowUnresolvedPartiesOnEmailSend Have applied relevant hotfixes to allow bulk emails - does work for at least 7 Have set SMTP server message properties to allow 10000 recipients per message and 200 message per session Tag: howto synchronize laptop client over WAN? Tag: 73869
  - 14
    - Save and Close not working correctly Hi - We're finding a very strange and unnerving problem today. When using the save and close button the contacts in question at first seem to save and close. However - when we go back into CRM after closing out the information actually has not saved. Has anyone else seen this? Thanks - Maria Tag: howto synchronize laptop client over WAN? Tag: 73868
  - 15
    - Save and Close not working correctly Hi - We're finding a very strange and unnerving problem today. When using the save and close button the contacts in question at first seem to save and close. However - when we go back into CRM after closing out the information actually has not saved. Has anyone else seen this? Thanks - Maria Tag: howto synchronize laptop client over WAN? Tag: 73867
  - 16
    - Recipient Address Deleted When some of our users send e-mails from their laptops with CRM installed (laptop version) and the e-mail is tracked in CRM, sometimes the recipient e-mail addresses in the to field are deleted after the send button is pushed! The e-mail will go to people they've CCed and will appear in their sent items with the addresses deleted. This means they need to check every e-mail they send. I've found absolutely no information about anything like this. Any help would be appreciated. Tag: howto synchronize laptop client over WAN? Tag: 73864
  - 17
    - Error in Sales Process upon automatic email to user group When an opportunity is created, the sales process automatically fires off. When a particular task is completed, it is written that an email is to be automatically sent to a user group defined in the setup. For two particular users in our pilot group, the email does not automatically send and an error is generated for the task. I cannot recreate the issue. I have tried creating an opportunity and assigning it to that user, then going through the stages of the sales process. I do not get the error. There are other users in the same office who can create opportunities and they do not get the error and the email is automatically sent to the user group specified. I cannot view the error. When I try to open the task in which the error occurs, I receive an "Insufficient Permissions" error. I am set up as a System Administrator. I am at a loss. There does not seem to be a rhyme or reason as to why this is happening only for a couple of people. The other people in the office are set up with the same Roles as the two having issues. Has anyone seen anything like this???? Please help! Tag: howto synchronize laptop client over WAN? Tag: 73862
  - 18
    - Looking for Contract MSCRM trainers We're seeking a good contract MS-CRM trainer to handle our occassional on-site and classroom training engagement, as well as possibly some of the light development work arising out of these classes. Typically our classes are fairly introductory level oriented to sales people and sales managers. Please respond off-list to jobs@ledet.com if interested. Tag: howto synchronize laptop client over WAN? Tag: 73861
  - 19
    - Loading MS CRM in FRAME / IFRAME Is it possible to run MS CRM Forms inside of parent Iframe/Form? How pass to CRM login/password programatically from parent form? Thanks. Tag: howto synchronize laptop client over WAN? Tag: 73860
  - 20
    - First access after installation After installing CRM 3.0 i want to access the crm over http://servername:5555/ A Login window apears and i put in my login name and password - the next page says page can not be found error 404 So which login information is needed - the normal domain login? Do i have to check something in the IIS? any help would be fine. best regards from germany richard Tag: howto synchronize laptop client over WAN? Tag: 73855
  - 21
    - Quick Find Activites I had a query regarding the quick find associated with the activity entity in MS-CRM 3.0 We have added the due date as a find field for the Quick Find View and published I have some records whose due date falls on 22/11/2007 and some records whose due date is 22/11/2206 I have CRM date format as dd/mm/yyyy In the Quick Find when I enter a date as 11/22, it enters all the records whose records have the due date as 22/11/2006. If I have to retrieve the record whose due date is 22/11/2007, I will have to enter the date as 22/11/2007. Which date format does the CRM application recognize when performing the search based on the date field? Tag: howto synchronize laptop client over WAN? Tag: 73854
  - 22
    - Account Merging Problem.. Hi All, We currently have problem in merging Account. When we merge account, the new UI will be displayed for us to choose which field we want to merge. But, currently, we don't see any lookup-type field in the merge field option. Anyone know this is bugs from CRM or anything wrong with my current CRM configuration? If it's bugs, is there any Knowledge Base or Patch? If it's wrong with my CRM Configuration, anyone knows how to fix it? Regards, Gunady Tag: howto synchronize laptop client over WAN? Tag: 73853
  - 23
    - Standard unit on product Is it possible to get the products standard unit transferred to the unit field on quotes and orders ? Why does the user have to choose the unit when there already is a default on the product ? -------------------------------------------------------------------------------- Jeg beskyttes af den gratis SPAMfighter til privatbrugere. Den har indtil videre sparet mig for at få 28127 spam-mails Betalende brugere får ikke denne besked i deres e-mails. Hent en gratis SPAMfighter her. Tag: howto synchronize laptop client over WAN? Tag: 73851
  - 24
    - Routed Mails not appearing in CRM I have the exchange router installed, to send mail to CRM and have deployed a rule to a user. When mail is sent to this user, the mail is forwarded to the sink mailbox (crmmail) and it then dissapears from the sink mailbox, but it never appears in CRM. No errors appear in the event log. The router service is running as the same account as the sink box, and is a domain admin, but no luck. Thanks Tag: howto synchronize laptop client over WAN? Tag: 73850
  - 25
    - Clicking On Reports Now Causes An Error Message I was able to run reports just fine for months and now when I click on the reports option I am get the following error message: Description: An unhandled exception occurred during the execution of the current web request. Any idea as to why I would am now getting this error message and how to fix it? Thanks. Rick Bellefond RB Data Services www.rbdata.com Tag: howto synchronize laptop client over WAN? Tag: 73848

Hello,

on our notebooks we use the Outlook for Sales laptop client, so we can use
CRM without connection to our server.

So far we connected the notebooks to the LAN in which the server is located
to synchronize the notebook with the server. Last week we opened an office
which is connected to the server LAN through a VPN-tunnel through the
internet. Is it still possible to synchronize the client over this slow
connection or do I need have a fast LAN-connection?

And an additional question: is there a way to configure which items to
replicate to the notebook or is the whole CRM-database replicated to the
notebook?

Thank you!
Rainer

Top

Re: howto synchronize laptop client over WAN? by John

John
Thu Dec 14 14:08:33 CST 2006

If you can open a VPN connection to your company network you will be able to
sync data. The sync process in CRM 3.0 is far faster than 1.2

==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowecrm.com

"Rainer Hubovsky" <hubovsky@atlan.hubovsky.net> wrote in message
news:slrneo39ra.s0t.hubovsky@atlan.hubovsky.net...
> Hello,
>
> on our notebooks we use the Outlook for Sales laptop client, so we can use
> CRM without connection to our server.
>
> So far we connected the notebooks to the LAN in which the server is
> located
> to synchronize the notebook with the server. Last week we opened an office
> which is connected to the server LAN through a VPN-tunnel through the
> internet. Is it still possible to synchronize the client over this slow
> connection or do I need have a fast LAN-connection?
>
> And an additional question: is there a way to configure which items to
> replicate to the notebook or is the whole CRM-database replicated to the
> notebook?
>
> Thank you!
> Rainer

Top