information framework for ms crm

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- Previous
  - 1
    - SQL log file running rampant On our development server, Adventure_Works_Cycle_MSCRMMobileMetabase_log.LDF is going nuts. it's at 1.7GB and growing at an alarming rate (about 500MB / Day). The corresponding database is only 5MB! :o I've tried shrinking it. I've tried forcing a backup of the transactions. I've asked our SQL gurus who don't know. I'm afraid of deleting the transaction log for two reasons: 1) I don't know the implication on CRM 2) if it grows again that fast after I'm done, I haven't really fixed it, I've only delayed the inevitable I will admit, we've not gotten CRM Mobile working yet due to a number of 'whoopsie' issues, but we shouldn't have a log going bonkers like this. Help, quick! We're running out of HD space! :o Tag: information framework for ms crm Tag: 32002
  - 2
    - Slow CRM performance over VPN Hi, Is there a lot of data transferred while accessing CRM? We have a customer that is complaining of slow performance when accessing CRM over a VPN connection. He has tried 2 different high speed Internet connection with the same result. He has no CRM performance problem at his office! He's using Symantec as firewall. Could it be an issue? Any idea ? Thanks in advance. Sebastien Tag: information framework for ms crm Tag: 31996
  - 3
    - What do u recommend hi everyone, I am installing MS CRM on a LAN with a win 2000 Domain Controller. I know that the operating system on the MSCRM server could be win 2000 server or win 2003 server. In my situation (I mean the operating system of the domain controller is win 2000) which operating system is recommended to be installed on the MSCRM server? thanks. Tag: information framework for ms crm Tag: 31995
  - 4
    - crystal report never ends Hello there! Have you any idea why a report never ends and how to fix it? Thank you, Elena Tag: information framework for ms crm Tag: 31994
  - 5
    - New update to IBF: Anyone work with it yet? http://www.crn.com/showArticle.jhtml?articleID=57700649&flatPage=true IBF 1.5 coming soon to an MSDN near you. I don't know if it's already beta'ed but has anyone tried to make the new ver work better with CRM than 1.0 does? Dave Tag: information framework for ms crm Tag: 31992
  - 6
    - MSCRM SDK error When creating a quote/salesorder/invoice detail object - if the uomid does not match the uomid of the product, the error "An unexpected error occurred." is returned but the object is created. Tag: information framework for ms crm Tag: 31991
  - 7
    - Workflow manager, User manager in Deployment Manager I have intsalled CRM 1.2 from our msdn subscription..with Adventure works cycle license..on windows 2003 server enterprise edition, which also has MS-SQL 2000 server with Reporting Services. I can access the crm web application through IE...but when i try to run Workflow manager or try the User manager in Deployment Manager...i can't connect...i get the message saying that ...server is not responding...may not be crm server.... i tried names, ipaddress, with and without ports...no luck... i am logged on to the machine/server with Administrator account, which i used to install the crm.... I saw several posts related to this issue...and i tried solutions suggested...but the problem still exists..hence the post..hoping to get new suggestions to try... thanks in advance Tag: information framework for ms crm Tag: 31989
  - 8
    - Error when sending email in CRM I am running SBS 2003 and CRM 1.2 on the same server. The following error occurs when I send an email through our CRM web: Error Description: An unexpected error occurred. Error Details: An error occurred attempting to dispatch the email : A SOAP error occurred: '80040154Class not registered ' Error Number: 0x80040216 Any thoughts??? Douglas Tag: information framework for ms crm Tag: 31986
  - 9
    - Verfying CR in bulk? I've found that anytime I make a change to accounts, leads, etc, that the corresponding reports need to be reverified to sync up the data connections. If I don't they cause errors eaither while viewing or exporting. Is there a way to resync all of the reports in bulk? We have not only the 120 that came out of the box - but another 25 custom reports. I have to open each one and verify - then resave it - and it is just taking too long. Kristina Tag: information framework for ms crm Tag: 31985
  - 10
    - CRM Server Setup Error I unnistall CRM 1.0 When i attempt to reinstall CRM, select existing database. In the next Windows appears this message: "Microsoft CRM Setup could not find valid organization on chosen database. You need to have at least one organization before installing MSCRM." The server is Windows 2000 Advance+SP4, with Active Directory. I not unnistall SQL, and the dataBases. Help??? Tag: information framework for ms crm Tag: 31981
  - 11
    - An error occurred during pricing of a detail line item Tried to create a quote in which I added three products. When I hit recalculate I get an error on the top of the screen which reads 'An error occurred during pricing of a detail line item'. Any ideas. I'm close to using this now but I can't really do much if i cant generate quotes. Any help on this much appreciated. Tag: information framework for ms crm Tag: 31977
  - 12
    - 'In the Next 7 Days' View Problem I have noticed recently, on two seperate CRM installations, that Opportunity Views with a filter on a date field using the conditions 'In the next 7 days' or 'In the last 7 days' no longer work. 'In the next 7 days' seems to return all dates in the future except those that are actually in the next 7 days! 'In the last 7 days' is so erratic that I haven't been able to figure out what it is doing. On both CRM servers these Views have been working for months without changes being made to them. Has any one else encountered this problem or have any ideas how I might fix it? Thanks, Chris Tag: information framework for ms crm Tag: 31972
  - 13
    - Workflow Email query I'd like to use Workflow to automatically generate an email to the Account Owner when a Case is created for one of their Accounts. "Account Owner" is not available as a Logical user. Any ideas how I could do this? Richie Tag: information framework for ms crm Tag: 31969
  - 14
    - DivideByZeroException I've just installed Ms CRM 1.2 on a dedicated server who work with a second server with SBS 2003. All work but i have a problem when i want to send an email from my crm, i have an exception of type DividByZero exception.. Someone know how to send correctly email from my crm ? thanks Alex Tag: information framework for ms crm Tag: 31968
  - 15
    - Problem with product customisation I really need to have suuplie name in the main list of products but for some reason its doesnt appear in the allowable options with all the other fields you can add. I really need this to be there. I know it can be added to the drop down for the product but it really doesn't suit our business to have to click on the product everytime we want to see who the supplier is. Surely theres a way to do this. Anyone? Tag: information framework for ms crm Tag: 31966
  - 16
    - MSCRM Security Service do not start Hello! I have following OS: CRM 1.2 & IIS application server (Windows Server 2003), SqlServer 2000, SP3 (Windows Server 2003) Everything works OK before I run following updates/hotfixes from Windows Update -site to both servers. First I run updates to DB-server following order: KB890175,KB871250,KB885835,KB885836 Next I run updates to CRM-application server following order: KB890175,KB891711,KB871250,KB885835,KB885836,KB885881,KB883935,KB824151 After reboot servers, I got a Service Not Running error when I try to connect to Microsoft CRM. Then I tried to start the MSCRM Security Service (Log On as: Local System account) I get the following error: ERROR 1053: The service did not respond to the start or control request in a timely fashion. I have tried hint from MS support site: http://support.microsoft.com/default.aspx?scid=kb;en-us;870167 Even option 3 do not work. When unregistering service I got error: Service unregistered! -2147467259 (0x80004005) Description: Unspecified error Unspecified error When registering service: C:\Program Files\Microsoft CRM\Server\bin>CrmSecurityService.exe -r -s I got error: Registration failed! -2147023824 (0x80070430) Description: The specified service has been marked for deletion. The specified service has been marked for deletion. -2147467259 (0x80004005) Description: Unspecified error Unspecified error I tried to remove installed updates/hotfixes from CRM application server, but it do not help. I have red CRMs news groups related CRM security Service but there is no help to my problem. What next I should try? Best regards, \Lars Tag: information framework for ms crm Tag: 31965
  - 17
    - Data Migration Problem Hello, i had just read the data migration frameworkguide, and i'm trying to migrate data into the crm database. But i have not the same entries in my cdf_Account_info table, but data is in cdf_Account table present. What is working wrong?? log files are correct. I hope someone can help me! ali Tag: information framework for ms crm Tag: 31962
  - 18
    - Any side effects when customise XSLs and ASPXs file Hi Any side effects when customise XSLs and ASPXs file directly from "C:\Program Files\Microsoft CRM\Tools\XslFiles"...this is in the CRM Server..... I will wait for answers before I modify the files directly. Thanks in advance. Kim. Tag: information framework for ms crm Tag: 31959
  - 19
    - Changing the view on the convert dialog Hi, Anyone out there know where to change the view of Convert Lead dialog box i.e. 1.) Created a new Lead 2.) Clicked on Convert Lead 3.) Convert lead popup dialog appears and I want to change the Potential Customer label to Customer/Partner. Thanks in advance. Kim. Tag: information framework for ms crm Tag: 31958
  - 20
    - Email Template Hi Everyone, When user inserts email template, the body is inserted fine, however not the Subject line. Is it suppose to be that way, or is there something wrong? Your input is much appreciated. Thank you. Tony Tag: information framework for ms crm Tag: 31957
  - 21
    - MSCRM Integration for Great Plains Dear All, Right now I'm trying MSCRM Integration for Great Plains Tool. The issue is how i can integrate primary contact on great plains to contact and primary contact field on account (MSCRM) Please help me Tag: information framework for ms crm Tag: 31955
  - 22
    - Is there a way to identify shared accounts using SQL Is there a way to identify which accounts are shared using an SQL query. Thanks Kim Cannon Tag: information framework for ms crm Tag: 31953
  - 23
    - ReAssign an account shares the account with the existing and new o I have noticed that when an account is reassigned from one owner to another, it establishes a share between each of these parties. Is there a way of turning this option off. Thanks Kim Cannon Tag: information framework for ms crm Tag: 31950
  - 24
    - Unit Problem: diffirent basic unit to a product One product has only one Unit Group, and one UnitGroup has only one basic Unit. Then One product has only one basic Unit. But our business is special. We sell software and provide trainings. For selling, we can use "license" as basic Unit. But we need another basic Unit: Hour. Is there any solution in Ms CRM? Thanks a lot. Tag: information framework for ms crm Tag: 31949
  - 25
    - Some CRM interface features are broken I have just noticed that some of the navigation interface is broken in my installation of CRM. Specifically, the Home, Workplace, Sales and Reports buttons at the bottom don't work (a scripting error occurs). Scripting Debugger gives the following error: Line: 69 Char: 4 Error: Permission Denied Code: 0 URL: http://crm/bar_bottom.aspx?startPage=Home Navigation using the GoTo menu works fine. Any ideas? Tag: information framework for ms crm Tag: 31946
- Next
  - 1
    - Anyone tried customizing activity views by editing the SavedQueryBase records? Would editing the SavedQueryBase records directly allow me to add otherwise unavailable columns to the various activities views? I am trying to show the phone number (location) but this column is not available using the workarounds posted for editing the activity views using the CRM GUI. Anyone tried this yet? I am not looking for an officially supported solution - just a functional workaround. Tag: information framework for ms crm Tag: 31945
  - 2
    - Attachments & Notes/History in ACT 2000 In ACT 2000, emails are just attached .det files. How are these emails migrated over to MS CRM. It seems that Saleslogix has a hard time importing attachments from ACT. I was wondering if MS CRM is the same way. I will pretty much need to retain all the Notes/History wheter it's a Note, Email, or Attachment. Thanks in advance. Tag: information framework for ms crm Tag: 31929
  - 3
    - System.DivideByZeroException i've just installed Microsoft CRM 1.2 on a server who work with a second sbs 2003 server... All woks, but i have one problem, when i want to send an email i have an System.DivideByZeroException... Someone know how to correct this exception ? thanks alex Tag: information framework for ms crm Tag: 31925
  - 4
    - Test and Production Install on same server We are looking to install Microsoft CRM on our server. We would like to be able to install the demo database for testing and training purposes and then when ready install our live database. MBS Tech support is telling us that we can use the same SQL Server for the 2 databases but that you can't have the 2 Microsot CRM Server installs on the same server. Has anyone out their found any type of work-around that makes this doable? It is simply not practical for us to add another server to our network simply to install the sample database for Microsoft CRM. How have others dealt with this issue? Any feedback is appreciated. Tag: information framework for ms crm Tag: 31923
  - 5
    - How to relate an Activity to a group of contacts? Is there a way to easily attach an Activity to multiple Contacts. For example, how can I attach the same Task to all the Contacts in New York? Selecting contact by contact is much to time consuming Tag: information framework for ms crm Tag: 31922
  - 6
    - DST Import into CRM- Test batch count equals 0 We are trying to import out ACT! data into MSCRM using the cdf databases, and have been going along without problems until we get to the test integration- the p_cdf_SetTestBatchCount appears to work fine, but when we go to the cdf_EntityMigrationInfo, the TestBatchCount still reads <null> not the value we set. Any suggestions? Thanks in advance. Tag: information framework for ms crm Tag: 31921
  - 7
    - MSDE Installation Fails with SFO Trying to install SFO (Version 1.2) and it fails when attempting to install MSDE. I get the follow error: "Set has failed because of an error. Setup was unable to install Microsoft SQL Server 2000 Desktop Engine (sp3a). Install it seperatly and restart setup.exe." I am running Windows XP SP2. I have tried disabling the windows firewall but still fails. The CRM server is up and running and I can access it via the http://<crm server name>. Thanks REG Tag: information framework for ms crm Tag: 31912
  - 8
    - error on page I sometimes have the error message "error on page" below in the main ms crm window, when I switch from Sales to Workplace , or from Workplace to Home. Is this a known problem, and is there a solution for this. I do not have it always, and clicking on F5 resolves it.. untill it is back. Any idea ? Wim Tag: information framework for ms crm Tag: 31900
  - 9
    - rename Order to Contract Is there an easy way to rename objects in ms crm ? or is the only way the rename of field-labels and views ? Example: rename account to company , etc.. Regards, Wim Tag: information framework for ms crm Tag: 31899
  - 10
    - CRM 1.2 Massmail Problems with the Subject Line of Microsoft CRM E Can somebody send me an link to the Tech Article? Thanks Alwin Tag: information framework for ms crm Tag: 31898
  - 11
    - hide or show fields in ms crm based on criteria Is there a way to show or hide certain fields or zones based on for example the relationship type on an account screen ? Regards Wim Tag: information framework for ms crm Tag: 31897
  - 12
    - Email Workflow rule. I created an email workflow rule that is applied when someone updates information on an Order. The rule reassigns the order to another individual and emails the new owner. I am wondering how to also CC the Account owner, owner of the originating account (Not Order owner). Thanks in Advance. Tag: information framework for ms crm Tag: 31896
  - 13
    - Private Activity Hi, is it possible to "make private" (for the owner) an activity ? I.e. that others users can't read it even if they can read/modify the object for which that activity has been created ? Thanks for help, regards. Dominique Szczudlak Tag: information framework for ms crm Tag: 31893
  - 14
    - Role / Privilege doubt Hi, can somebody reply to telling me if it's a wellknow issue/bug or a "local config problem" : On my system, I can see ALL contacts created by a user assigned to a BU "father" even if I have set my privileges to don't see it (I hope !) ? Thanks for your help, regards. Dominique Szczudlak Tag: information framework for ms crm Tag: 31892
  - 15
    - MS CRM 1.2 Sales for Outlook Hi, is it possible to install/use CRM 1.2 Sales for Outlook on a laptop without entry of this laptop in any domain? Thanks achim Tag: information framework for ms crm Tag: 31891
  - 16
    - Customize Activities Can I make any changes to the various Activity forms? A user want to change the Category and Sub-Category to drop-down lists. Is this possible? Thanks, Paul Tag: information framework for ms crm Tag: 31889
  - 17
    - KDC error followed by You are not authorized to view this page My CRM server was reporting KDC errors. I followed the KB article http://support.microsoft.com/?id=215383 to stop the errors. Now I can not get to the CRM web site at all, I am getting "You are not authorized to view this page" when I hit the CRM web page. I can live with the KDC errors so how do I roll back the change I made in KB article 215383? Thanks! Duane N. Tag: information framework for ms crm Tag: 31887
  - 18
    - how to generate a tracefile for one user (log field changes) How can I get a logfile or report on all things that a specific user has done in MS CRM ? Is this possible ? and if so, How ? Regards Wim Tag: information framework for ms crm Tag: 31886
  - 19
    - Salesforce Automation Error When converting a quote to an order some of our sales people are receiving the following error: SalesForce Automation Error. The order is still created, but it does not open, the error appears instead. This is leading to duplicate orders. Has anyone seen this before? Any info. would help. Tag: information framework for ms crm Tag: 31884
  - 20
    - Mail Merge Issue When I perform a mail merge, CMR automatically attaches an activity to each affected account, with a subject line of "Mail Merge Letter." My users want to attach the actual letter to this activity, and rename it to something more meaningful. Unfortunately, when it is created, it is also (inexplicably) closed. Is there any way to tell CRM to leave this activity open? Thanks! Tag: information framework for ms crm Tag: 31882
  - 21
    - C# -- E-mail and back-ground color -- C# Hello, I've some problem with email template in CRM: why I don't make the background color of my e-mail template black?. I can make the fonts blue, yellows, etc. but I don't make the back-ground red o black. I try to put in crm the html, but the crm cut-off the header of the html. The e-mail template function but the color go away. Why? I send a piece of my code, I hope somebody help me! BizUser bizUser = new BizUser(); bizUser.Credentials = CredentialCache.DefaultCredentials; bizUser.Url = String.Concat(crmUrl, "BizUser.srf"); CRMCustomerAddress crmCustomerAddress = new CRMCustomerAddress(); crmCustomerAddress.Credentials = bizUser.Credentials; crmCustomerAddress.Url = String.Concat(crmUrl, "CRMCustomerAddress.srf"); CRMEmailTemplate emailtemplate = new CRMEmailTemplate(); emailtemplate.Credentials = CredentialCache.DefaultCredentials; emailtemplate.Url = String.Concat(crmUrl, "CRMEmailTemplate.srf"); CUserAuth crmUserAuth = null; try { crmUserAuth = bizUser.WhoAmI(); } catch (Exception e) { log.Write(e); log.Close(); Environment.Exit(1); } string strErrorMsg; try { // Set up the XML string for the e-mail template string strXmlTemplate = "<template>"; strXmlTemplate += "<presentationxml><![CDATA[<template><html><![CDATA[<!DOCTYPE HTML PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\"> <HTML><HEAD> <META http-equiv=Content-Type content=\"text/html; charset=iso-8859-1\"> <META content=\"MSHTML 6.00.2900.2523\" name=GENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=#000000> <DIV><FONT face=Arial color=#ffffff size=2>Prova di e-mail con sfondo nero </FONT></DIV></BODY></HTML>]]]]><![CDATA[></html></template>]]></presentationxml>"; strXmlTemplate += "<subject>A Template Subject Stefano</subject>"; strXmlTemplate += "<templatetypecode>1</templatetypecode>"; strXmlTemplate += "<body><![CDATA[<?xml version=\"1.0\" ?><xsl:stylesheet xmlns:xsl=\"http://www.w3.org/1999/XSL/Transform\" version=\"1.0\"><xsl:output method=\"text\" indent=\"no\"/><xsl:template match=\"/data\"><![CDATA[<!DOCTYPE HTML PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\"> <HTML><HEAD> <META http-equiv=Content-Type content=\"text/html; charset=iso-8859-1\"> <META content=\"MSHTML 6.00.2900.2523\" name=GENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=#000000> <DIV><FONT face=Arial color=#ffffff size=2>Prova di e-mail con sfondo nero </FONT></DIV></BODY></HTML>]]]]><![CDATA[></xsl:template></xsl:stylesheet>]]></body>"; strXmlTemplate += "<title>Prova di Email con immagine</title>"; strXmlTemplate += "<mimetype>text/html</mimetype>"; strXmlTemplate += "<ownerid type=\"" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() +"\">"; strXmlTemplate += crmUserAuth.UserId + "</ownerid>"; strXmlTemplate += "</template>"; string strEmailTemplateId = emailtemplate.Create(crmUserAuth, strXmlTemplate); } catch (System.Web.Services.Protocols.SoapException err){ // Process the platform error here strErrorMsg = ("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source ); log.Write(strErrorMsg); log.Close(); Environment.Exit(1); } catch (Exception err) { // Process other errors here strErrorMsg = ("ErrorMessage: " + err.Message ); log.Write(strErrorMsg); log.Close(); Environment.Exit(1); } Tag: information framework for ms crm Tag: 31881
  - 22
    - SFO causes High CPU utilization on SQL server This recently started happening, and I am not sure why. I loaded SFO on two new laptops and attempted to go offline with each. The SQL Server is also the same server running CRM 1.2. When the synch starts on the client the SQL/CRM server instantly spikes to 100% and stays that way as the SFO client never finishes the synch process. Any ideas on a setting that might need to be changed or a patch, etc? Regards, Sean Tag: information framework for ms crm Tag: 31878
  - 23
    - Manager grayed out on user setup After adding a user, I want to change the manager (which is blank at the moment) but the manager field is grayed out, as a result, I can't change this field. Any suggestions? Tag: information framework for ms crm Tag: 31875
  - 24
    - Emails in HELP DESK enviroment The clients in this case are people working inside the same organization (using the same exchange) and when they opened a case the main comunication between Help desk and them is by email. But those emails are arriving to OUTLOOK and NOT to the CRM!! How can we change that?? We want to relate those emails to the correct case. The actual process is: 1. The request arrive by email to Outlook. Help Desk open a case and attach the email to it. 2. Help Desk send an email (from CRM) to the user with indications... 3. The user responde and send other email... (we are loosing this email in the CRM platform) Any help?? or Ideas??? Tag: information framework for ms crm Tag: 31873
  - 25
    - Modifying Domain Logon name I added a user, but forgot to include the domain name infront of the user name. While CRM told me (after save & close) that the domain name must be entered, it still allowed the user to be created. Now I want to go back to the user and edit the domain logon name field in the user profile, but it is grayed out and will not let me change it. Any suggestions? Regards, Tag: information framework for ms crm Tag: 31872

I'm installing the MOIBF for ms crm, and I have the error message
during installation that the "information bridge metadataservice
location is not available".
I'm having on one server my sql server database and my IBF server,
and on another server my crm server, on which I'm installing the MOIBF
for ms crm.
Has this to do with the c:\inetpub\azRoles access ?

If anyone has some advise on this configuration...
its more then welcome

Wim

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RE: information framework for ms crm by onayamspaydavid_mcguire

onayamspaydavid_mcguire
Fri Jan 14 11:59:03 CST 2005

I ran into this too.
The one critical piece that the documentation doesn't fully mention is you
need plain old IBF installed first.

That part can be downloaded from
http://www.microsoft.com/downloads/details.aspx?FamilyId=2833D4A7-9856-4E25-B7D6-E0C68872AF83&displaylang=en

Dave

"Wim" wrote:

> I'm installing the MOIBF for ms crm, and I have the error message
> during installation that the "information bridge metadataservice
> location is not available".
> I'm having on one server my sql server database and my IBF server,
> and on another server my crm server, on which I'm installing the MOIBF
> for ms crm.
> Has this to do with the c:\inetpub\azRoles access ?
>
> If anyone has some advise on this configuration...
> its more then welcome
>
> Wim
>

Top