How to integrate CRM 4.0 with Great Plain 9.0 ?

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  - 1
    - Business Management Error Move CRM 4.0 Database to Different Machi Hi, I have backed up a CRM 4.0 _MSCRM and MSCRM_Config database from one machine and restored both on another machine ( Which had been useing a test database). After restoring both databases on the new host I used the Deployment Manger to import the restored database. After completing the import when I attempt to open CRM I get an error message saying " Business Management Error The user ID associated the current record is not valid" From the server where I'm logged an as Administrator On client PC I get the following. Server Error in '/' Application. -------------------------------------------------------------------------------- Runtime Error Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be viewed by browsers running on the local server machine. Details: To enable the details of this specific error message to be viewable on remote machines, please create a <customErrors> tag within a "web.config" configuration file located in the root directory of the current web application. This <customErrors> tag should then have its "mode" attribute set to "Off".  <configuration> <system.web> <customErrors mode="Off"/> </system.web> </configuration> Notes: The current error page you are seeing can be replaced by a custom error page by modifying the "defaultRedirect" attribute of the application's <customErrors> configuration tag to point to a custom error page URL.  <configuration> <system.web> <customErrors mode="RemoteOnly" defaultRedirect="mycustompage.htm"/> </system.web> </configuration> -- agilbert2003 Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99620
  - 2
    - Customize the end user error page that CRM v4 issues? In CRM v4, we can display the simplified error message to end users (default), or set Dev Errors on and view the error message with a stack trace. BUT, can I customize or replace the simplified End User error page that is displayed when Dev Errors are turned off? My client would like to display a page with his corporate style, phone #, etc..., with instructions to call their internal helpdesk. Thanks, Steve Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99616
  - 3
    - Dynamic Worksheets in Excel Does anyone know a good resource for digging deeper into how dynamic worksheets work with excel. I am able to find basic information that says you can export the dynamic worksheets, and with some more advanced techniques can even add and remove CRM columns from the worksheet. What I can't find is information on what the user can do to that worksheet in excel, such as adding additional columns that exist in the worksheet only and don't have a data source. And that the information in these columns remains in tact and associated with the appropriate row/record when the data is refreshed and new rows are added, or possibly removed. Or are these dynamic worksheets only meant to be reporting tools that you refresh and refer to. Does anyone have any experience with this or advice on better resources? Thanks! Michele Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99615
  - 4
    - CRM 4.0 Opportunity Product, Quote Product ... attribute mapping The Opportunity Product, Quote Product, Order Product, and Invoice Product entities cannot have attributes mapped through the sales pipeline. There appears to have been a fix for this for CRM 3.0 see http://support.microsoft.com/kb/914921 I have tried using the Metadata Web Service (GetAppMetadataForEntity) to get more information ... http://[CRM_Instance_Name]/MSCRMServices/Metadata.asmx ... but the app fails when you provide an objectTypeCode with an internal server error 500 message A related problem exists with the inability to map Product information to the Opportunity Product entity. The Product Description and Description attributes can be added to the Opportunity Product views but there is not a way to populate these fields. There are key custom attributes which must be able to be mapped through the sales pipeline in our implementation which is a migration off of Siebel. Is anyone aware if MS is working on a fix or a workaround? I looked at the Workflow engine as well and there is no access to these entities. -- CRM Architect Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99613
  - 5
    - how to create lead in crm 3.0 and assign it to a team Hi, I am able to create a lead and assign it to a user. But i am not able to assign it to a team. Any help would be greatly appreciated. thank you hanu Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99600
  - 6
    - Pop up alert when a new activity hits a queue Hello, I have two questions : Is there a way to open a pop-up alert that would appear to a user screen when an activity is added to a queue ? Is it possible to use the PostURL function of the workflow to hit a custom service or Microsoftâ??s service to initiate an MSN or AIM messenger alert when certain events are triggered (creation of an entity for instance) ? Clo -- Clo Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99598
  - 7
    - Where did the time go on Created On and Modified On? In CRM 3.0 when you viewed the properties of a record you would see the Created On and Modified On Date AND TIME. In CRM 4.0 now all I'm seeing is the date. Any way we can set it to display the time again? It was very useful for us in the past. Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99597
  - 8
    - Access MSCRM web services from non >NET application Hi all: Does anyone out there have any experience with connecting to the MSCRM web services from a non .NET application? I am working with 2 ISVs who are trying to connect to the web services from Java. The product team said that connecting via GET is a non-no, and I have connected via JavaScript and a POST call, but that required knowing the entire SOAP message before the call is made....I followed Arash's example sometime ago and pulled the SOAP call from the MSCRM log files to build the message shown below... Any and all advice is appreciated. John. function AccessCRMWebServices() { // The following line must be changed to match the users MSCRM server URL var serverUrl = "http://danubecrm:5555/mscrmservices/2006"; var xmlhttp = new ActiveXObject("Microsoft.XMLHTTP"); xmlhttp.open("POST", serverUrl + "/crmservice.asmx", false); xmlhttp.setRequestHeader("Content-Type", "text/xml; charset=utf-8") xmlhttp.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2006/WebServices/RetrieveMultiple") xmlhttp.send("<?xml version='1.0' encoding='utf-8'?>"+"\n\n"+"<soap:Envelope"+ ' xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"'+ ' xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"'+ ' xmlns:xsd="http://www.w3.org/2001/XMLSchema">'+ ' <soap:Body>' + '<query xmlns:q1="http://schemas.microsoft.com/crm/2006/Query" xsi:type="q1:QueryExpression" xmlns="http://schemas.microsoft.com/crm/2006/WebServices">'+ '<q1:EntityName>account</q1:EntityName>' + '<q1:ColumnSet xsi:type="q1:ColumnSet">' + '<q1:Attributes>' + '<q1:Attribute>accountid</q1:Attribute>' + '<q1:Attribute>name</q1:Attribute>' + '</q1:Attributes>' + '</q1:ColumnSet>' + '<q1:Distinct>false</q1:Distinct>' + ' </query>'+ ' </soap:Body>'+ ' </soap:Envelope>') var result = xmlhttp.responseXML.xml; } Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99596
  - 9
    - CRM3.0: Asp.net Service call from CRM page prompt UserName/passwo... Hi i have a little problem and can't find any solution i hope that someone can help me. 1- i have developed a web service(asp.net) to clone records for MSCRM3.0 with VS2003 on my dev machine. 2 - then i created a virtual dir for my service under crm website next to MSCRMServices virual dir like myCloneService. 3-then created a button on any entity page through isv.config.xml to call a html page from service virtual dir this html page call my service on button click using javascript and XMLHTTP .its working fine on test machine but when i do above steps on crm server and try to access it from client/server it promt with user name and password dialog and its not accepting any user details. i am using admin rights for accessing crm/web service. any help will be great..... thanks nav Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99592
  - 10
    - Moving CRM 4 database to new SQL server? Hi! I'm trying to move the "OrgName_MSCRM" and the MSCRM_CONFIG to a new SQL server. This is how I go: - Disable Organization in Deployment Manager. - Copy Databases to the new server. - Attach databases at new server. - Edit Organization in Deploment Manager. - Wizard completes successfully. Then I want to remove the databases from the old SQL server to free up the diskspace. But when I detach the databases my CRM goes down. It says that the computer account "DOMAIN\COMPUTER$" does not have rights to the database. I have added the accounts that I found on the old server to the new. Do I have to change in the security on the databases to? Someone who has moved them successfully this way? ( This is how it is described in the Implementation guide.) -- Joakim G CRM Installation & Configuration Stratiteq Sweden Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99590
  - 11
    - Perfect storm of a CRM upgrade I've just completed what, I believe, amounts to the perfect storm of an upgrade. The client was moving from SBS 2003 (not R2) on a virtual machine to a physical Windows 2003 64 bit server. They were also upgrading CRM3 SBS to CRM4 Professional. As SBS was running SQL 2000 and CRM3 does not run on 64 bit machines the database couldn't be easily moved from one to the other. So we have an upgrade, migration across domains and a move to 64 bit. The eventual path to success was the following: 1) Upgrade SQL 2000 to 2005 2) Upgrade CRM3 to CRM4 on the SBS virtual machine 3) Backup the database and transfer it to the new 64 bit server 4) Install CRM4 on the 64 bit server 5) Use deployment manager to attach the old database Points of note: * You can upgrade SBS SQL 2000 to 2005 but you may need to completely reinstall SRS as in my case the discs simply would not allow for SRS to be upgraded * If you get "Malformed XML Found in Microsoft Dynamics CRM Saved Queries" this could be an issue with the saved queries table but it could also be a permissions issue. In my case the user who had installed CRM was not the domain administrator. Upgrading as the domain admin did not cut it. Promoting the original user to a domain admin and upgrading did the trick * If you get "Action Microsoft.Crm.Setup.Server.InstallConfigDatabaseAction failed. Invalid user name. Failed to validate username for given domain. Only existing domain usernames and email addresses are allow" then try unplugging the network once the required components are installed. This cleared the error for me * On a 64 bit box, make sure you are running IIS in 64 bit mode and therefore ASP.Net is registered in 64 bit mode. If not, CRM will get past the pre-checks, start installing and then bomb out leaving a mess which cannot be repaired, uninstalled or installed over * The deployment manager can be used to add an organisation with the Professional license. It simply swaps out the default database for the new one and maps the users as usual (although, I again hit an issue with the setup user being someone other than domain admin. The error was "At least the setup user needs to be mapped before this organization can be imported". I had to swap map links to make it work) Good luck if you come across a similar situation ;) Leon Tribe Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99585
  - 12
    - Retrieving other attributes from a lookup dialog Is it/how is it possible to retrieve other attributes from a selected record in a lookup dialog? E.g. from Account form, the lookup of Primary Contacts lists contacts' name, phone number etc. Is it from the account form after the selection possible to retrieve the selected contact's phone number? Something like crmFrom.all.primarycontactid...? Alternatively, what is a god way to retrieve the select contact at this point? -- Best regards, Per Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99584
  - 13
    - Load the address from the lookup table to corresponding contact fi Is it possible to create a custom mapping / loading between the contact and account entities in such a way that when selected the existing account value from the lookup table of account on the contact page, the existing address fields will be populated into corresponding contact fields? Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99574
  - 14
    - Can you deploy internet facing CRM 4 on SBS? At a CRM 4 briefing session I picked up that IFD required a separate server for authentication. I have a CRM 3 Small Business deployment on SBS 2003. Can I upgrade this to CRM 4 Workgroup edition on SBS 2003 and activate IFD - using just the one existing server? BillB Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99573
  - 15
    - Jscript Error and Numeric Fields erasing upon lost focus Aarrghhhhhh! I am at my wits end with this one. I am getting the following error message when trying to customize a form by adding elements that has manifested itself recently (the only one in my company to have this issue). The worst part of it all (besides being able to manage CRM customization), is that in a regular form (i.e., opportunities) when a numeric amount is entered, the value is erased when the element loses focus (when I click save/close for example). Here is the error message, and what I (and my OPs guys) have tried. "An Error has occurred in the script on this page. Line: 18; Character: 1; Error: Automation Server cannot create object; Code: 0; url: http://crm01/Tools/FormEditor/Dialogs/addfields.aspx" It obviously does not display the next form properly. I have tried the following: 1. Installed Windows Scripting 5.6 patch: http://support.microsoft.com/kb/323885 2. Performed the following: Method 1: Microsoft Internet Explorer 6.x Repair for Windows XP From the Start menu, select Run. In the Open field, type sfc /scannow (Note: There is a space between sfc and /scannow) Select the OK button. Follow the prompts throughout the System File Checker process. Reboot the computer when System File Checker completes. Comment: At then end of this process, no files were updated. Method 2: Microsoft Internet Explorer 6.x Repair for Windows XP From the Start menu, select Search, select All Files and Folders. Select More Advanced Options and place a checkmark beside Search Hidden Files and Folders option. Ensure that Search System Folders and Search Subfolders are also checked. In the All or Part of the File Name box, type ie.inf In the Look In drop-down menu, select C: or the letter of the hard drive that contains the Windows folder. Click the Search button. In the search results pane, find the ie.inf file located in Windows\Inf folder. Right click the ie.inf file and click Install on the context menu. Reboot the computer when the file copy process is complete. Comment: This reverted IE, which caused it to download massive updates from Microsoft to revert it back. 3. Adjusted Tools>Options>Security Settings for Active Scripting. Saved and Closed IE. Rebooted. 4. Uninstall & Reinstall of IE7 Can anyone help???? regards, ungaio Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99561
  - 16
    - Upgrade 3.0 to 4.0 failed: object named 'Attributetypes' already i Setup failed with 2 errors of which the first appeared to be ignored on a retry but then the second would not continue. Now what? Log is: 16:53:55| Info| Metadata xml upgrade: pass 1 16:53:55| Info| Metadata xml upgrade: pass 1 16:54:34| Info| Metadata xml upgrade: pass 2 16:54:34| Info| Metadata xml upgrade: pass 2 16:54:55| Info| Updating metadata for custom many-to-many relationships 16:54:55| Info| Updating metadata for custom many-to-many relationships 16:54:59| Info| Upgrading the views in the MSCRM database 16:54:59| Info| Upgrading the views in the MSCRM database 16:55:44| Info| The metadata for the custom entities is being upgraded 16:55:44| Info| The metadata for the custom entities is being upgraded 16:55:59| Error| System.Exception: Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.ArgumentException: parsing "(\\(PayX:[0-9]+)" - Not enough )'s. at System.Text.RegularExpressions.RegexParser.ScanRegex() at System.Text.RegularExpressions.RegexParser.Parse(String re, RegexOptions op) at System.Text.RegularExpressions.Regex..ctor(String pattern, RegexOptions options, Boolean useCache) at System.Text.RegularExpressions.Regex..ctor(String pattern, RegexOptions options) at Microsoft.Crm.Caching.OrganizationSettings.InitTrackingPrefixes(ICacheEntityWrapper organization) at Microsoft.Crm.Caching.OrganizationSettings.Initialize(ICacheEntityWrapper organization, Dictionary`2 organizationLanguages) at Microsoft.Crm.Caching.OrganizationSettingsCacheLoader.LoadCacheData(Guid key, ExecutionContext context) at Microsoft.Crm.Caching.ObjectModelCacheLoader`2.LoadCacheData(TKey key, IOrganizationContext context) at Microsoft.Crm.Caching.BasicCrmCache`2.CreateEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Caching.BasicCrmCache`2.LookupEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Metadata.LocalizationHelper.GetLabelsForResource(String resourceName, Guid objectId, String objectColumnName, String collectionName, String labelName, IOrganizationContext context) at Microsoft.Crm.Metadata.MigrationAttributeHelper.CreateImportSequenceNumberField(Guid entityId, MetadataHelper metadataHelper, ExecutionContext context) at Microsoft.Crm.DataUpgrade.MigrationFieldsUpgrade.MigrationFieldsUpgradeDriver.UpgradeCustomEntitiesForMigration() --- End of inner exception stack trace --- at System.RuntimeMethodHandle._InvokeMethodFast(Object target, Object[] arguments, SignatureStruct& sig, MethodAttributes methodAttributes, RuntimeTypeHandle typeOwner) at System.RuntimeMethodHandle.InvokeMethodFast(Object target, Object[] arguments, Signature sig, MethodAttributes methodAttributes, RuntimeTypeHandle typeOwner) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean skipVisibilityChecks) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at System.RuntimeType.InvokeMember(String name, BindingFlags bindingFlags, Binder binder, Object target, Object[] providedArgs, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParams) at Microsoft.Crm.Setup.Database.DllMethodAction.Execute() at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseCollection releases, Int32 currentProgress) at Microsoft.Crm.Setup.Database.DatabaseInstaller.installInternal() at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase) at Microsoft.Crm.Setup.Server.InstallDatabaseAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace ---, Error, RetryCancel, Option1 17:00:24| Info| InputResult: Retry 17:00:24| Info| Dropping v3 sql jobs 17:00:24| Info| Dropping v3 sql jobs 17:00:24| Info| Dropping v3 sql jobs 17:00:24| Info| Creating v3.0 metabase tables in database 17:00:24| Info| Creating v3.0 metabase tables in database 17:00:24| Info| Creating v3.0 metabase tables in database 17:00:24| Error| System.Exception: Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. ---> System.Data.SqlClient.SqlException: There is already an object named 'AttributeTypes' in the database. at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlCommand.RunExecuteNonQueryTds(String methodName, Boolean async) at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(DbAsyncResult result, String methodName, Boolean sendToPipe) at System.Data.SqlClient.SqlCommand.ExecuteNonQuery() at Microsoft.Crm.Setup.Database.DatabaseUtility.ExecuteSql(InstallDatabase database, String sql, Int32 timeout) at Microsoft.Crm.Setup.Database.SqlScriptAction.Execute(DatabaseUtility dbUtility) at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseCollection releases, Int32 currentProgress) at Microsoft.Crm.Setup.Database.DatabaseInstaller.installInternal() at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase) at Microsoft.Crm.Setup.Server.InstallDatabaseAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace ---, Error, RetryCancel, Option1 17:00:38| Info| InputResult: Retry 17:00:38| Info| Dropping v3 sql jobs 17:00:38| Info| Dropping v3 sql jobs 17:00:38| Info| Dropping v3 sql jobs 17:00:38| Info| Dropping v3 sql jobs Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99560
  - 17
    - Spouse tracking, linking in CRM We have a situation where both individuals of a married couple are in our Contacts table. We want to first be able to link the two people together on the form, and not in the relationships area. Any suggestions on doing a lookup from a Contact for another contact to display the contact name? Once the link is made, we would want to open the other person's form (similar to opening an account from the contact form). A similar situtation might be tracking the pain chain in an organization - this person reports to their manager. Link the two together. Secondly, if we can do that, can we also populate some spouse fields on the form for things other than the spouse name (like birthdate, membership status, etc?) -- Steve Luc Senior Consultant InfoGrow Corp (330)929-1353 x222 Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99557
  - 18
    - mass of cases/tasks/emails assigned to user hello, I have just hada really strange thing happen in CRM 4.0. one user has just been assigned over 90 tasks/cases/emails. Has anyone ever had such a problem? Thanks Ian Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99556
  - 19
    - CRM 1.2 to 3 I have a CRM1.2 database which has been put onto an SQL2005 server in SQL 2000 compatability mode. The site it was at was migrating from SQL 2000 and the CRM1.2 system was no longer in user, so they moved the database (backup from old server and resotre to new) over to the new server before getting rid of the old one. Is there any way this database can be upgraded to use CRM v3 (and then onto v4) I know 1.2 isnt supported on SQL 2005, so I cant install 1.2 for this upgrade process. The old SQL 2000 machine is no longer available, and the backup taken prior to the move has gone as well. Hitesh -- Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99554
  - 20
    - inbound email showing "In Progess" but not in the history of the contact Get the email router setup and managed to send an outbound email to a contact and this was recorded against the contact. When they replied the email was received and shows in my "In Progess" folder whoever when I look at the activites or history for the client this email does not show? Can someone advise..... Thanks P Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99553
  - 21
    - Question on Activity (Service Activity) Associated View Using CRM 3. I have a custom field in Service Activity form. I would like to expose this field in associated view of activity under CASE. I realised that activities, we view under any entity as associated view, come from Activity entity and not from Service Activity entity. Does anyone know a work around? Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99541
  - 22
    - CRM Moving Sql Server 2000 to 2005 (Database and report) new Serve Hi, I'm working to move sql server 2000 to sql server 2005 on a new server. CRM 3 is installed on one server and Sql 2005 and Reporting Service on an other server. I backuped and restored the database succefully. But I have an issue when I produce reports. On some reports, I have the graphic with fields where "#Error" is display. Any idea? Thanks David Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99540
  - 23
    - Importing Accounts and Contacts using Data Migration Manager Hi, I imported the following in this order: 1. Accounts 2. Contacts (mapped Account Name to Parent Customer which was imported earlier) Is there a way to identify the contact as a primary contact during Contacts import so that Account is updated with a primary contact? Thanks. Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99535
  - 24
    - error when saving changes or sending email I have a client that just upgraded to 4.0. Only one user is having this problem. When saving any type of record or trying to send an email, he receives the Microsoft Dynamics CRM has encountered a problem. Please tell Micorosft about the problem., etc. The action completes successfully, but getting this error message every time is very annoying. Anyone have a suggestion as to what is causing this problem? Thanks, -Rick M. Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99532
  - 25
    - CRM 4 no longer supporting sql 2000 Could someone from Microsoft please explain to me why the latest version of "Microsoft DYnamics" GP supports sql 2000, but the latest version of "Microsoft Dynamics" CRM does not? If a customer has both, that already upgraded to Dynamics 10 on sql 2000, cannot upgrade CRM, due to them dropping support on sql 2000. How is sql 2000 not supported, when it's supported with Microsoft and DYnamics GP? Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99529
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  - 1
    - Field inheritance from account to contact Hi, I see that CRM 3.0 only inherits the main phone no. (telephone1 attribute) from Account to a new Contact to that Account. I cannot find the code doing that under field events, form events or view events. My intention is to duplicate that behavior for other fields (such as fax no.), so does anyone know how this is done by CRM for telephone1 attribute? Thanks Dan Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99528
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    - Setting up the CRM email router for inbound/email email capture? Hi all. Setup the email router on the exchange server however it doesnt seem to work as expected. What I am trying to acheive is that all users who send email via outlook the email gateway will now that this is a contact on CRM and tag the email. When looking CRM the email will then show as an activity, when the user replies the reply needs to be tagged against the contact. In the configuration do you need to setup inbound/outbound profiles for each user or is this global for each user account? Thus I have one of these for inbound and one for outbound, one deployment and then attach this to the relevant user? Thanks Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99524
  - 3
    - Can't Go Offline With CRM 4.0 I just upgraded from 3.0 to 4.0. I am running Outlook 2007 on a Win XP laptop. I finally was able to get the CRM Client installation but now if I try to go Offline I get the following error: The requested Performance Counter is not a custom counter, it has to be initialized as read only Any ideas as to how to fix this? Thanks. Rick Bellefond RB Data Services Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99523
  - 4
    - Proxy Error 407 We recently installed a business card scanner to import data into MS CRM 3.0 The following error message is received "The request failed with HTTP status 407: Proxy Authentication Required". Our Security mgr observed the proxy activity and stated that the software is not making any internet access attempts but trying to access an internal server. He concluded that this could be a configuration issue either of the CRM server itself or in the client software. Is there a specific place within the CRM server or application where I need to enter credentials for the proxy? Has anyone ever run into this error? Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99520
  - 5
    - Context-Sensitive Help 1. Is there a way to augment the supplied Help file with customized procedures specific to a customer? 2. Or can a customized help file be incorporated into the Microsoft help application? -- LaRae Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99518
  - 6
    - SOS! List of fields for Contact does not show-Advanced Find, Work Hi, I noticed today, when I try to do an advanced find or edit filter in a view for the Contact entity. All other entities show the list of fields. How do I get them back? Voni Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99516
  - 7
    - Successful Duplicate Detection Okay... We have a CRM 4.0 deployment - the problem is that when a duplicate detection job completes succesfully and the user receives the notification that the job completed successfully it reflects the wrong server URL. The URL in the display below actually refers to a staging environment. I'm at a loss to explain where this URL came from. Does the discovery service play a role in this? http://SAL-IIS-01:5555/USDEV/tools/asyncoperation/edit.aspx?id={00000000-0000-0000-0000-000000000000} should be: http://YAL-IIS-01:80/USCORP/tools/asyncoperation/edit.aspx?id={00000000-0000-0000-0000-000000000000} I have a case open with Microsoft to troubleshoot this - and will update the resolution on this usenet group. Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99515
  - 8
    - Notify user when a tasks is assigned to them? Hi all. Just getting to grips with CRM 4 havent used it since 1.2. I would like the user who is assigned a task to receive an email notifying them that it has been assigned to them. Can this be done? HJad a quick look ino Workflwo but you had to select the user in the to/from of the email where as this would not be known Thanks Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99509
  - 9
    - Close Lead Window after Converting to Opportunity Hi All, Anyone knows javascript code or any code that can do Close Lead Form/Window once Convert Lead to Opportunity? it means there is only Opportunity window is open. Thanks adn Appreciations. -Toi Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99506
  - 10
    - Replacing Telephone Area codes with Area names Hi everyone Can anyone please assist me, I'll like to know if its possible to have a area name written on the Country/Region field when the area code on the Telephone field is typed in, that is when the user types 011, then Gauteng should automatically be input on the Country/Region field. Thanking you in advance for your response Mavie Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99503
  - 11
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  - 12
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  - 13
    - How to handle ad-hoc cases Some of our contract customers only have pre-paid support for their servers and we handle this by assigning a monthly paid contract template to them. How should we handle tracking ad-hoc support they require on items not covered by the contract when they don't buy a time or no. of cases based contract? Kind regards Steve Wright Tag: How to integrate CRM 4.0 with Great Plain 9.0 ? Tag: 99498
  - 14
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  - 15
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  - 16
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  - 17
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  - 18
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  - 19
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  - 20
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  - 21
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  - 22
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  - 23
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  - 24
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  - 25
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Hello everyone,

My client would like to integrate between MS CRM 4.0 and GP 9.0. From my
read on this forum, it looks like we have 3 options to accomplish:-

1. Use Scribe Insight
2. Use CRM/GP Connector : it is not released for CRM 4.0 from Microsoft yet.
It might take about 3-6 months.
3. Develop custom

I wonder if I choose to develop custom integration (option 3), what
componenent I need to use for integration. I am a CRM developer so in my idea
I might need to use CRM Web service to update / insert data into CRM but how
about if I want to update / insert data into GP , how can I do that ? Does GP
have web service I can call same concept as CRM ?

Anyone has experience, please share.
Thanks,
AJ.

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RE: How to integrate CRM 4.0 with Great Plain 9.0 ? by BullittFitzhugh

BullittFitzhugh
Sun May 04 11:48:00 CDT 2008

you have several choices with GP--
I recommend Scribe. But if you want to do it yourself, try econnect or
Integration Manager. See
http://msdn.microsoft.com/en-us/library/ms994230.aspx
--
Bullitt Fitzhugh

"AJ." wrote:

> Hello everyone,
>
> My client would like to integrate between MS CRM 4.0 and GP 9.0. From my
> read on this forum, it looks like we have 3 options to accomplish:-
>
> 1. Use Scribe Insight
> 2. Use CRM/GP Connector : it is not released for CRM 4.0 from Microsoft yet.
> It might take about 3-6 months.
> 3. Develop custom
>
> I wonder if I choose to develop custom integration (option 3), what
> componenent I need to use for integration. I am a CRM developer so in my idea
> I might need to use CRM Web service to update / insert data into CRM but how
> about if I want to update / insert data into GP , how can I do that ? Does GP
> have web service I can call same concept as CRM ?
>
> Anyone has experience, please share.
> Thanks,
> AJ.

Top