running CRM over a VPN

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- Previous
  - 1
    - CRM Integration with SAP Hi does anyone know of someone who has (or is in the process of) integrated MS CRM with SAP Business one? Tag: running CRM over a VPN Tag: 25387
  - 2
    - CRM and Mobile devices Hi, does anyone know what mobile devices the CRM mobile can be used on? Tag: running CRM over a VPN Tag: 25386
  - 3
    - Data Migration - new option Hi All, Thought this might be interesting. I have just heard that Scribe have added a new licensing option. Currently they have a perpetual license for 3995 and a 90-day "migrate" license for 995. Now, they have added a 45-day "migrate" license for 495! This is a great option for an initial data load - now, you can use an evaluation version to design and test your data import and then just get the 45-day license to perform it. Excellent for cost-concious sites. Stephen P.S. I don't work for Scribe! Tag: running CRM over a VPN Tag: 25385
  - 4
    - reports roles hello everybody, I want to configure reports so that only somme users can use it is it possible? Thanks Tag: running CRM over a VPN Tag: 25384
  - 5
    - Workflow I have the following scenario. An mail gets sent to a user requesting an action. After a certain time period I need to check whether or not that person has opened and/or done anything pertaining to the e-mail. If not an email is sent to that person's superior advising of the original e-mail. After another period of time I need to check again for any further action and depending on the outcome another e-mail is sent. My problem is that the system regards the email to the superior as an activity which nullifies my second check because it assumes that the user has done something which might not necessarily be the case. My rules are as follows Case Create - send an email After x hours - check for activity - if not send an email After another x hours - check again for activity - if not another email Does anybody have a workaround for this please Tag: running CRM over a VPN Tag: 25383
  - 6
    - Retriving Entity XSD's with custom fields Hi, I know this question has been answered in this group before, but I was not smart enough to take note at the time. I would like to know how it might be possible to retrieve an Entity XSD that includes all of the custom fields that have been added to the entitiy. I want to use this to create strongly typed data objects for record updating, rather than hard coding bloody XML strings all the time. If anyone knows what I mean, and can help me - that would be great! Cheers Chris Tag: running CRM over a VPN Tag: 25380
  - 7
    - Attaching to CRM Toolbar Events Hi, I have designed some sample applications that run within the CRM window (ie are launched via a navitem, rather than a toolbar item). Ordinarily, I use a separate Save Data button (or similar) to get the user to commit any changes to data that are made through using this custom page. I am wondering whether it is possible to detect the Save or SaveClose button being clicked on the CRM window toolbar, and hijack the client event, run some client code, or generate a postback. If anyone has any ideas on this, I would greatly appreciate some direction. Cheers Chris Tag: running CRM over a VPN Tag: 25379
  - 8
    - Automatically forward a copy of all outgoing email Hi, Is there any way that I can configure all outgoing email to be forwarded to a specific email address? Eg. All outgoing email sent from MS CRM should have support@microsoft.com in the TO/CC/BCC: field. My understanding from CRM Version 1.2, we cant customize any activities at all, and somemore the TO/CC/BCC are lookup field. Is there anyaway we can configure something at the Exchange 2003 Server level to track all the outgoing emails from Microsoft CRM to CC/BCC/Forward to a support alias (support@microsoft.com) Brief description on the environment setting: 1. Single domain 2. 4 servers in total, 1 for AD, 1 for SQL, 1 for Exchange and 1 for SQL. Any suggestion? Tag: running CRM over a VPN Tag: 25376
  - 9
    - Set default font in CRM Email in CRM SFO Hi, I prefer to use Courier New as the default email font. I wonder whether one can (and how if positive) set this up. Thanks. Tag: running CRM over a VPN Tag: 25371
  - 10
    - Browser Locking on activities I am having a recurring issue with web clients that happens sporadically. These client are running on Dells 3.2 ghz processors with 512 of memory XP SP2. The patch has been applied to the server. The broswer will lock up on an existing case once an activity is added. You can get to the menu and click and reclick on new activity and respective types. Nothing ever happens beyond that. Any other browsers already opened (CRM or not) are locked up and you have to shut them down to get back in and start working again. Paul Palting Tag: running CRM over a VPN Tag: 25367
  - 11
    - Outlook distribution list Is it possible to use Contacts from Outlook 2003 Distribution list in CRM Contacts when sending email from CRM? Can I import Distribution list from Outlook to CRM? Appreciate your help. Thanks, Jipson Tag: running CRM over a VPN Tag: 25366
  - 12
    - Best practice: large cold call list Does anyone have any best practices suggestions or guidance re: the following scenario? My client has purchased approx 100,000 leads. They want to generate "call lists" which is subset of the 100k, and assign a list to a sales person who will then cold call. A list may be generated by "show me everyone in a certain zip code" or "show me anyone within a certain distance from an existing customer". The salesperson calls from the list, and updates the records appropriately. I want to ensure that leads do not end up on more than one call list, and that once they are called that they do not get called again for x number of months (they should not be removed from the master list). Also, leads, even if they have been called, should still receive e-mail notices from the company. How would you recommend setting this up with Sales Prof. CRM? Thanks for your help. Steve Tag: running CRM over a VPN Tag: 25364
  - 13
    - CRM Questions on SFOC Just a question... What are the advantanges and disadvantages to using the CRM Toolbar for creating Task, Appointments, E-mails and Contacts, which creates them in both CRM and in Outlook? If in both you could synch with a Palm or other PDA from within the Outlook folders, and I know you they synch automatically between, but would you not want to keep your corporate business contacts separate in CRM and then personal or personal business is Outlook? Just some clarificaion would be helpful. Thanks! Shauna Tag: running CRM over a VPN Tag: 25359
  - 14
    - DO NOT add any custom value to the Account PreferredContactMethod drop down. Do not add any custom values to the Account PreferredContactMethod dropdown. If you do, the publish will fail with "object reference not set" in the Event Viewer. The FormXml and FieldXml in OrganizationUIBase will be well-formed but invalid for Crm. If you go back to customize the form you will be unable to edit the dropdown. You will get a Javascript error when you try to. To revert to the version before the change. Delete OrganizationUIBase where objecttypecode=1 and version=(select max(version) from OrganizationUIBase where objecttypecode=1) and re publish. The problem does not occur with the same drop down on Contacts. The supplied values in these dropdowns are incomplete because they do not include the value "DO NOT CONTACT!" Has anyone had this experience? Tag: running CRM over a VPN Tag: 25358
  - 15
    - Notes and fonts Greetings, Using the SDK, I can create notes and attach them to Accounts (and other entities). I would like to add some formatted text to the note. However, notes appear to be hard-coded in a proportional font. Can notes be made to have a fixed font (e.g. courrier)? TIA and regards, --Paul Galvin ISSG Tag: running CRM over a VPN Tag: 25356
  - 16
    - SOAP error Greetings, I'm getting a SOAP error "80040e31" when using the SDK to create an invoice line. It does not always happen. Here is the XML I'm using: <invoicedetail> <productid>{7FB5189B-D54B-4515-95F1-D119A7C10E98} </productid> <invoiceid>{DD492242-56A1-4EC8-B1E7-A891806B51DC} </invoiceid> <description>MFG/PRO Inv#: I1172355 line </description> <lineitemnumber>26</lineitemnumber> <quantitybackordered>0</quantitybackordered> <quantity>72</quantity> <priceperunit>2.38</priceperunit> <manualdiscountamount>0</manualdiscountamount> <quantityshipped>72</quantityshipped> <CFSOrderedAMount>72</CFSOrderedAMount> <ispriceoverridden>1</ispriceoverridden> </invoicedetail> Is there anything obviously wrong with that? TIA and regards, --Paul Galvin ISSG Tag: running CRM over a VPN Tag: 25354
  - 17
    - Custom Fields on CustomerAddress do NOT appear in Account or Contact view. Custom fields on CustomerAddress do not appear in the views Account or Contact. So they are not available to be put on either the Account form or the Contact form. I have added a couple of string fields to CustomerAddress which I want to have on both Account and Contact forms. But they are not appearing in the drop-downs. Is this correct or have I missed something. Tag: running CRM over a VPN Tag: 25353
  - 18
    - Exchange Contact Prolem Hi, We are using CDOEx.dll with COM Interop and C# to write Contacts to an Exchange 2000 Server. We write the contacts to a public folder. When we access the created contacts with an Outlook 2002 client all works as expected. If we access the contacts with an outlook 2003 client the email address fields disappear from the contacts. Whats wrong? Is this a bug? Please help!!!! thanks Our code: **************************************************************************** ************* public void WriteContact( string Folder, ExContact NewContact ) { ADODB.Connection conn = null; ADODB.Fields field = null; CDO.Item item = null; CDO.Person person = null; string folderUrl = null; string contactFullUrl = null; string contactName = null; try { //-------------------------------------------------------------------------- -------- // combine the path to the folder //-------------------------------------------------------------------------- -------- folderUrl = UrlCombine( _rootFolder, Folder ); //-------------------------------------------------------------------------- -------- // new file name for the contact //-------------------------------------------------------------------------- -------- contactName = NewContact.LastName + " " + NewContact.FirstName + " " + NewContact.Company + ".EML"; //-------------------------------------------------------------------------- -------- // combine the path to the folder //-------------------------------------------------------------------------- -------- contactFullUrl = UrlCombine( folderUrl, contactName ); // person = new CDO.PersonClass(); item = new CDO.ItemClass(); field = item.Fields; //-------------------------------------------------------------------------- -------- // Set Filemappings to the Contact (FileSaveAs) // other contact properties //-------------------------------------------------------------------------- -------- // person.FileAsMapping = CDO.CdoFileAsMappingId.cdoMapToLastFirstOrg; field["DAV:contentclass"].Value = "urn:content-classes:person"; field["http://schemas.microsoft.com/exchange/outlookmessageclass"].Value = "IPM.Contact"; field["urn:schemas:contacts:profession"].Value = NewContact.JobTitle; field["urn:schemas:contacts:email1"].Value = NewContact.Email; field["urn:schemas:contacts:email2"].Value = NewContact.Email2; field["urn:schemas:httpmail:subject"].Value = NewContact.FirstName + " " + NewContact.LastName; field["urn:schemas:contacts:businesshomepage"].Value = NewContact.PersonalHompage; field["urn:schemas:contacts:customerid"].Value = NewContact.FileAs; field["urn:schemas:contacts:fileasid"].Value = "5"; field["urn:schemas:contacts:fileas"].Value = NewContact.FileAs; field["urn:schemas:contacts:givenName"].Value = NewContact.FirstName; field["urn:schemas:contacts:pr"].Value = NewContact.FirstName; field["urn:schemas:contacts:cn"].Value = NewContact.FirstName; field["urn:schemas:contacts:sn"].Value = NewContact.LastName; field["urn:schemas:contacts:personaltitle"].Value = NewContact.Title; field["urn:schemas:contacts:officetelephonenumber"].Value = NewContact.WorkPhone; field["urn:schemas:contacts:telephoneNumber"].Value = NewContact.WorkPhone; field["urn:schemas:contacts:homephone"].Value = NewContact.HomePhone; field["urn:schemas:contacts:mobile"].Value = NewContact.MobilePhone; field["urn:schemas:contacts:facsimiletelephonenumber"].Value = NewContact.WorkFax; field["urn:schemas:contacts:l"].Value = NewContact.WorkCity; field["urn:schemas:contacts:o"].Value = NewContact.Company; field["urn:schemas:contacts:street"].Value = NewContact.WorkStreet; field["urn:schemas:contacts:co"].Value = NewContact.WorkCountry; field["urn:schemas:contacts:postalcode"].Value = NewContact.WorkPostalCode; // person.NamePrefix = NewContact.Title; // person.FirstName = NewContact.FirstName; // person.LastName = NewContact.LastName; // person.Title = NewContact.JobTitle; // person.Email = "\""+ NewContact.Email + "\" <" + NewContact.Email + ">"; // person.Email2 = NewContact.Email2; // person.WorkPhone = NewContact.WorkPhone; // person.HomePhone = NewContact.HomePhone; // person.MobilePhone = NewContact.MobilePhone; // person.Fields["personalhomepage"].Value = NewContact.PersonalHompage; // person.WorkFax = NewContact.WorkFax; // person.Company = NewContact.Company; // person.WorkStreet = NewContact.WorkStreet; // person.WorkCity = NewContact.WorkCity; // person.WorkCountry = NewContact.WorkCountry; // person.WorkPostalCode = NewContact.WorkPostalCode; // person.Fields["urn:schemas-domain-tld:modified"].Value = NewContact.LastModified; // person.Fields["officetelephonenumber"].Value = NewContact.OfficePhone; // person.Fields["urn:schemas:contacts:email1"].Value = "\""+ NewContact.Email + "\" <" + NewContact.Email + ">"; // person.Fields["urn:schemas:httpmail:sender"].Value = "\""+ NewContact.Email + "\" <" + NewContact.Email + ">"; //-------------------------------------------------------------------------- -------- // the "display as" field //-------------------------------------------------------------------------- -------- // person.Fields["urn:schemas:httpmail:read"].Value = "False"; // person.Fields["urn:schemas:httpmail:subject"].Value = NewContact.FirstName + " " + NewContact.LastName; // person.Fields["urn:schemas:mailheader:subject"].Value = NewContact.FirstName + " " + NewContact.LastName; // person.Fields["objectClass"].Value = "contact"; // person.Fields.Update(); field.Update(); conn = this.Connect( folderUrl, this._userName, this._passWord ); //-------------------------------------------------------------------------- -------- // save the new record in the Exchange server store //-------------------------------------------------------------------------- -------- // person.DataSource.SaveToContainer( contactFullUrl, // conn, // ADODB.ConnectModeEnum.adModeReadWrite, // ADODB.RecordCreateOptionsEnum.adCreateNonCollection, // ADODB.RecordOpenOptionsEnum.adOpenSource, this._userName, this._passWord ); item.DataSource.SaveTo( contactFullUrl, conn, ADODB.ConnectModeEnum.adModeReadWrite, ADODB.RecordCreateOptionsEnum.adCreateNonCollection, ADODB.RecordOpenOptionsEnum.adOpenSource, this._userName, this._passWord ); } catch( COMException comEx ) { System.Diagnostics.Trace.WriteLine( comEx.ToString(), this.GetType().FullName ); throw comEx; } catch( Exception ex ) { System.Diagnostics.Trace.WriteLine( ex.ToString(), this.GetType().FullName ); throw ex; } finally { if ( person != null) { person = null; } this.Disconnect( conn ); } } **************************************************************************** ************ thanks for your help PETER Tag: running CRM over a VPN Tag: 25349
  - 19
    - Order status problem. please help hi how can i change the status of an order to completed or something like that. there seams to be a status hierarchy assigned to the order status (fields seem to be statecode and statuscode) what i would like to have is 1. order is in status "new" 2. when somebody is working on the order the status should be set to "in progress" 3. after work is done or item is deliverd --> status = "completed" completed items should also not appear in active order list view please help! i have tried nearly everything in the user interface. i cant simple advance the status of the order. regeards peter Tag: running CRM over a VPN Tag: 25348
  - 20
    - CRM Task question Hi, I have a question regarding CRM task and Outlook Task on CRM v1.2, here is the scenario: "User A uses "CRM Task" on Outlook Sales Client to create a task and assign to User B User B updates the task on Outlook only and reply (or assign) back to User A Will the updated task (from the Outlook side) be the same updated task on the CRM if we don't use Online or Offline feature?" Because what happen is my user (user A) showed me an error message stating that there is an error synchronized task (from Outlook) to CRM task. She didn't use synchronized feature. Thanks. Tag: running CRM over a VPN Tag: 25340
  - 21
    - Outlook and Synchronization error From the CRM for sales add-in for Outlook, we are getting an error when we try to synchronize or go offline. The error message is "The remote server does not exist or has not been designated as a valid publisher". Any ideas? Tag: running CRM over a VPN Tag: 25338
  - 22
    - Linking Microsoft Word and Microsoft CRM Activities Hello all, Is there a way to link the creation of mailing labels with the Letter Activity in Microsoft CRM? For instance, if you create labels (using Microsoft Word's MailMerge) for everyone in your contacts in Microsoft CRM, a Letter Activity is created for each of those contacts. - Michael Losapio Tag: running CRM over a VPN Tag: 25335
  - 23
    - Access Denied when getting WhoAmI? One of our developers has encountered a VERY strange problem. When he attempts to use the default code to get the current user (bizuser WhoAmI), he get a HTTP error of Access Denied (401 I think). Nobody else has this problem, and the REALLY weird part is that he can execute other CRM functionality, such as creating a lead, etc. Any ideas? Tag: running CRM over a VPN Tag: 25334
  - 24
    - Disabling Contacts AND Accounts From my testing it appears that if you Disable an Account it DOES NOT disable the associated Contacts. That doesn't make sense to me as why would I need to keep a contact active that's with an Account that is inactive. So, is there a way to change this to default to inactivate for associated contacts? Tag: running CRM over a VPN Tag: 25333
  - 25
    - How do I delete a custom attribute. Help! I created a custom attribute in the Contact Entity of my Microsoft CRM on my production server and it has a typo. I would really like to rename it or delete it but there is no obvious way. I have also looked through MSDN etc and have found no reference to it (creating yes, deleting editing, no). Thanks in advance. Tag: running CRM over a VPN Tag: 25329
- Next
  - 1
    - Change schema field label. How update the field'd labels? I changed on Manager Deployment Tool (chang->publish->reset IIS) the Schema Name but this change don't reflect on CRM. Thank you for pay attention. []'s Vinícius Pitta Lima de Araújo Tag: running CRM over a VPN Tag: 25326
  - 2
    - Disable certain fields depending upon the user role Hello, I'd like to disable fields & buttons depending the role the user belongs to i.e. fields would still be visible but they won't be editable by certain users. Is it possible? Can it be done without creating a totally new form and by editing one of the existing forms? Tag: running CRM over a VPN Tag: 25321
  - 3
    - SFO's MSDE causes Windows Explorer crash. We have CRM at our main offices in London and also have 2 guys in Los Angeles who belong to our domain and use CRM via the web. They would like to use SFO. These guys are roaming sales men, so their domain credentials are cached on their PC's and they connect to our domain only when at their office and using VPN. They are on XP Pro (SP1) laptops with 2.6GHz P4 and 512Mb memory, running Outlook 2003. Whilst at their offices and connected by VPN to the London domain, we successfully installed SFO on their PC's. It appears to work, but causes Windows Explorer to crash. Switching off the SFO MSDE instance stops the crashes. The application error log lists CRM error "0x80044104" and the following MSDE error: "The description for Event ID ( 19011 ) in Source ( MSSQL$CRM ) cannot be found. The local computer may not have the necessary registry information or message DLL files to display messages from a remote computer. You may be able to use the /AUXSOURCE= flag to retrieve this description; see Help and Support for details. The following information is part of the event: (SpnRegister) : Error 1355." Is SFO installation and/or usage fully supported when connected to a domain only via VPN? Cheers, Steve. Tag: running CRM over a VPN Tag: 25314
  - 4
    - CRM Exchange Email Router wont install I have CRM server installed on machine "A", the DataBase on Machine "B" and now i want to install the Exchange Email Router on Machine "c". I was previosly installed on machine "C", it was uninstalled and now i get the following error when trying to reinstall on "C": --------------------------- Microsoft CRM-Exchange E-Mail Router Setup --------------------------- One or more of the Microsoft CRM servers you listed is invalid or you do not have administrator privileges on that server. Make sure that all servers are running properly and try again. The logon account im using is a domain admin and and is added on machine "A". On machine "A"(CRM server) in the event log i get the following error: MSCRM Application Error Report: ---------------------------------------------------------- ---------------------------------------------- Error Message: 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. Source File: Line Number: Stack Trace Info: at System.Web.UI.Page.HandleError (Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplica tion+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) any ideas?, what useraccount is it using? Tag: running CRM over a VPN Tag: 25311
  - 5
    - Backup Exec Access Denioed Exchange Mailboxes since installing CRM on SBS2003 we can no longer backup our exchange mailboxes. error 'access denied'. recreating a new job wil not allow the public/mailbox store selection. this problem has been escalated with veritas who cannot fix it (we have tried reinstals, permissions etc), the problem coincides with a CRM install. any thoughts? Tag: running CRM over a VPN Tag: 25309
  - 6
    - Customisation Transport Manager What is the point of referencing export XML as a "Backup" tool of customisations as mentioned in ch7.P489 crm install guide, when in fact re-importing will not roll back changes? It seems more sensible to rely on the actual SQL database backups than export XML, except for in a complete disaster situation- or when importing to a different deployment. Any thoughts? Tag: running CRM over a VPN Tag: 25308
  - 7
    - For what "objects" do callouts work This might be a silli question, but here it comes any way. I know callouts can be used with accounts and customers and something more, but i can't remeber what. Can anyone inform me about this??? Tag: running CRM over a VPN Tag: 25307
  - 8
    - create check boxes in form Hi all, I'm trying to create attributes which will be shown as check boxes when i customize forms. Any way to achieve that? Thanks Tag: running CRM over a VPN Tag: 25306
  - 9
    - Change License / Company name Hi, we tried CRM 1.2 with the MSDN license key. Now my company bought a 25 user Proffesional Suite license and I want to change the key on the production server. Is there an easy way to do this?? The only solution I see, is via the Data Migration Framework. Erik. Tag: running CRM over a VPN Tag: 25303
  - 10
    - How do I upgrade from Business Contact Manager to CRM I have microsoft buisness contact manager currently on my machine, we recently installed CRM server any ideas on how to upgrade? Tag: running CRM over a VPN Tag: 25299
  - 11
    - query engine error...to ms crm team hey guys ive noticed a strange error. i created 3 new fields using schema manager in salesorder. published the changes...restarted iis...added the fields into the order form published the changes then restarted iis again. i created a new report added those 3 new fields into it...saved it using report manager...when i tried to view it..it gives the error 'query engine error' "Query Engine Error. File 8e43878cb8e2416.rpt." when i remove those 3 new fields from the report it works fine. so i'm guessing somewhere in crm those 3 fields havent been updated? any suggestions? Tag: running CRM over a VPN Tag: 25297
  - 12
    - Product List How do you import/load a product list? Can you do so with a list in Excel format? Thanks. Tony Tag: running CRM over a VPN Tag: 25296
  - 13
    - SDK Access to PickLists Hi, I am wondering whether anyone has done any work with accessing picklist values through the SDK. I can't find any reference for it in the documentation, but am sure that somebody would have tried it before me. Essentially, I am coding up asp custom server controls to mimic the controls in CRM. I wish to create a picklist control, and would like it to retrieve the list of available options and values from CRM, rather than me have to replicate the data (either in a separate SQL db, or in the control itself). If anyone knows how to retrieve the picklist values from within the crm database, I would be grateful for any help. Cheers Chris Tag: running CRM over a VPN Tag: 25295
  - 14
    - forwarding emails in MSCRM Hi there, we are running CRM version 2 and found that when you forward emails in CRM browser version the attachment is not attached to the forwarded email. Is this a known bug? Is there a fix? Regards, Kyaw Tag: running CRM over a VPN Tag: 25291
  - 15
    - CRM SDK: Creating notes with attachments Greetings, I'd like to use the SDK to: 1) Create a note. 2) Attach a document to the note. 3) Attach the note (and associated document) to an Account. Then, hope and pray that that information will sync down to the client when they go off line. Has anyone done this before with success or failure? Regards, --Paul Galvin ISSG Tag: running CRM over a VPN Tag: 25278
  - 16
    - Anyone know how to do this one. Ok here is the scenario. On the contacts page I have a button to launch www.mapquest.com (which this website comes up with a couple of fields with address, city, state, zip. and a search button.) does anyone know how I might be able to pass the address1, city, state and zip to that seperate Internet explorer window so Sales persons can easily print out a map. Also would Mappoint services be a better approach for this one? Any help would be greatly apprecriated. I am also assuming that these calls would be part of the ISV.Config file as well Tag: running CRM over a VPN Tag: 25277
  - 17
    - Pulling Line Items from Quotes up to Opportunities Has anyone performed a work around that pulls line items from quotes up to Opportunities. Currently standard CRM pulls line items from Opportunities down to Quotes but not vise versa... Has anyone faced this issue before? Is there a work around? Bob ISS Group Tag: running CRM over a VPN Tag: 25272
  - 18
    - CEO Doesn't Want 12000 Contacts Synched to his Outlook Contacts Folder All, We have set up the entity structure in mscrm that the CEO of my customer has globabl visibility and access to all 12000 contacts in MSCRM. The problem is that he doens't want or need all 12000 contacts to be synched to his outlook contacts folder every time he goes offline. He spends a lot of time in the plane and needs to go offline often. Is there a work around? Bob ISS Group Tag: running CRM over a VPN Tag: 25271
  - 19
    - CRM setup hi, i have a little problem installing MS CRM on a Windows Small Business Server 2003. when i get to the point of selecting the SQL database the setup program send a message that tell that index creation isn't activated in the server. what can i do? Miguel Angel Romera Scott Tag: running CRM over a VPN Tag: 25270
  - 20
    - Load Balanced Application Servers We are planning a large CRM implementation and I can't find any information on load balancing CRM application servers. I would like to setup 2 CRM app servers behind a cisco load balancer, both app servers would use the same SQL server backend. Any information on if this will be a problem is appreciated. Tag: running CRM over a VPN Tag: 25269
  - 21
    - Running CRM over a WAN Anyone out there got this working? Head Office running CRM Server and Exchange 2003 Server. Remote offices access it over a VPN link. But there are problems. Had to configure remote sites as member servers to our main domain. Does CRM Client require a constant active directory connection? If anyone's got any config details on running CRM over a WAN would appreciate these details. Cheers. Steve. Tag: running CRM over a VPN Tag: 25267
  - 22
    - VPN access using the Outlook CRM Plug In Dear All, Help Required!!! CRM plug in successfully installed. But upon rebooting, found out that now Windows Explorer hangs. Isolated problem down to CRM SQL Engine. Disable this engine and all runs fine. Anyone got any ideas? Steve. Tag: running CRM over a VPN Tag: 25266
  - 23
    - How do you report on workflows applied? We have some workflows that are to be applied to all Accounts. The sales manager wants to be able to see a list of all Accounts that have the workflows applied (and the ones that haven't). Is this possible? Tag: running CRM over a VPN Tag: 25262
  - 24
    - Problem using Web services with C# I want to make use of the routines in the SDK but are experiencing a basic problem. I copied the SDK-dll's form the Server installation CD to C:\inetpub\wwwroot\bin on the CRM server. In a virtual website I placed two files test.aspx and test.aspx.cs. Content test.aspx: <%@ Page src="test.aspx.cs" Language="c#" AutoEventWireup="true" %> Content test.aspx.cs: using Microsoft; using Microsoft.Crm; using Microsoft.Crm.Platform; using Microsoft.Crm.Platform.Proxy; When I enter http://<servername>/<virtual website>/test.aspx in my browser at the server I get a compiler error at the last line: CS0234: The type or namespace name 'Proxy' does not exist in the class or namespace 'Microsoft.Crm.Platform' Somehow the compiler can find Crm in Microsoft and Platform in Crm but not Proxy in Platform. Does anyone have a suggestion to solve my problem so I can make use of the web services in the SDK? Tag: running CRM over a VPN Tag: 25259
  - 25
    - Modifying Reports Is there a way to make modifications to the reports (add new ones, change existing ones, etc.). For example, I would like to show a total on the Order List report (with a filter applied). Thanks, Matt Tag: running CRM over a VPN Tag: 25258

Has anyone got any experience of running CRM over a dial
up network? Is it possible to run the web client from a
dial up in a hotel bedroom for example? Many thanks.

Top

RE: running CRM over a VPN by ShawnDieken

ShawnDieken
Fri Sep 10 00:59:01 CDT 2004

Hi Jerry-

Yes, it is possible to access CRM from a remote location over the Internet.
If you expose your CRM web site externally you would be able to do this.
This would involve setting up IIS and your DNS to resovle to a site like
crm.mycompany.com. I would recommend that you use SSL to secure your web
site as well.

Thanks!
Shawn Dieken

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. Â© 2003 Microsoft Corporation. All rights
reserved

"Jerry Warden-Smith" wrote:

> Has anyone got any experience of running CRM over a dial
> up network? Is it possible to run the web client from a
> dial up in a hotel bedroom for example? Many thanks.
>

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