MS CRM Contact Synchronization with Outlook
I was recently testing the contact synch between ms crm and outlook and ran
into a problem: I have deleted a contact record in MS Outlook that was
tagged to be synchronized with MS CRM. As a result the record was no longer
in OUtlook, but was it was still in MS CRM which is what I wanted. Later on
I wanted to re-synch that record between outlook and crm, which I did by
ensuring the record meet the local data synch rules. The problem is that the
record will not show up in MS Outlook. Does anyone have any thoughts how I
can solve this problem ?
I am hoping that someone can help me. I have installed Microsoft CRM on a
small business server. the url to the website is http://crmweb when I enter
the url I get a dialog box asking for login information. After I enter the
information sometimes i will work, other times is will just sit there and
tell me "conecting to <server name>.<Domain name>.local After it works and I
log in I get excited that finally it's working, but when I sign in again it
no longer works.
I'm just not sure what to do
Thanks for your help
Hello,...importing contacts to CRM #2
When you import contacts to CRM. Do they automatically synkronize to Outlook
so the contact also get a contactcard in Outlook?
They will synchronize on the Next interval (mostly we put the 30
minutes interval). You can check the setting from clicking on CRM-
option and synchronization tab.
Blog = http://mscrmsupport.wordpress.com/
They will be synced to users Outlook contacts depending on security roles.
For instance if my CRM security role gives me global read privilages on
contacts then I will get all contacts from the entire system. If I import
10,000 contacts the...Detect whether there is an account configured in Outlook
What is the test to see whether this line will open Outlook 2007 or
the Outlook 2007 Startup Wizard?
Registry key 'HKEY_CURRENT_USER\Software\Microsoft\Windows NT
\CurrentVersion\Windows\Messaging Subsystem\Profiles' has entries, but
the current user does not have an account configured in Outlook.
One thing that may help is that prior to this line, network
connectivity is confirmed - can I "ping" Exchange or something like
I did a google search for the following a got lots of r...two CRM User to one AD user
I Have in MSCRM 30 two users which are connected to the same AD User. The
users in MS CRM has the same names two. No I Have a problem with the repair
fuktion of MS CRM, the protokol says it is one of this User in MS CRM. How
can I delete one of the two users in MS CRM.
Thanks you a lot for your helping!
We are in process of implementing our CRM server. We currently backup the
SQL Databases (including the system databases). Should we be backing up
anything on the webserver where CRM front end is installed?
Gente preciso de ajuda!
...Outgoing CRM Emails
I encounter a problem with outgoing CRM Emails. I have reduced the perimeter
of the problem, but I still lack some clues:
- Outgoing CRM Emails using CRM Outlook interfaces works fine
- Outgoing CRM Emails using CRM Web interfaces never arrives. I got an error
of failure indicating that the destination server didn't respond (tested with
several destination emails).
After many searches, it seems to be an SMTP configuration problem. During MS
CRM Install I might have choose "Defaults SMTP Settings". But I have found an
KB Article explaining how to modify this setting...CRM and Solomon Reports
Has anyone been able to create a Crystal Report that could
join a CRM table and a Solomon table in one report and
launch that report from CRM or Solomon?
I'm able to create reports that run in Crystal but these
reports won't run from within a Solomon or CRM
environment. Each seem to have special needs and neither
handle ODBC very well.
I do have basic knowledge on creating custom reports for
CRM etc. CRM just won't run a report when ODBC is
...Resource Scheduling IN CRM
We need to use the scheduling engine in CRM but seem to be up against a big
problem. We run events - e.g. 2 day training courses and want to be able to
see all the instructors available to run a course on a given date so we can
choose from them. Problem is that CRm only returns one set of instructors
for each day - not all the sets of instructors who could be available.
Can anyone suggest a way round this so we can see all the resources of a
given type available on a specific day (or days)
What is your rule and resource group?
I set up a test of "select 1 from ...Suming Up Time over the course of days
I have a sheet the contains event durations on specific days. Some
days have more than one event. I would like to add up all the event
times for each day on a second sheet and (line) chart the results
The list get longer with each event.
Tuesday Nov.2 2010 10:16 am 00:37:22
Tuesday Nov.2 2010 08:28 am 00:15:48
Monday Nov.1 2010 08:30 am 01:03:07
Sunday Oct.31 2010 06:36 pm 00:09:20
Sunday Oct.31 2010 06:17 pm 00:03:26
Sunday Oct.31 2010 05:27 pm 00:07:42
Sunday Oct.31 2010 11:15 am 00:27:19
Sunday Oct.31 2010 08:56 am 00:45:26
Saturday Oct.30 2010 12:44 pm ...MSG: Wait while Windows configures Publisher 2002
A few days ago out of the blue I started getting this
message saying Please wait while Windows configures
Publisher 2002 every time I start to log onto the internet
and nothing I do including reinstalling Publisher seems to
make it go away. I don't know if this is related or not
but it started happening after I reloaded McAfee virus
scan. Can anyone tell me how to make this message go away?
in the newsgroups
|| A few days ago out of the blue I started getting this
|| message saying Please wai...Any word yet on CRM 1.2 CDs for MBS Partners?
Is there any official word on when they will be shipping yet? Has anyone
else received their RTM version yet?
Nope we haven't recieved ours yet and we are a certified
business partner. Hoping to get them any day right now.
>Is there any official word on when they will be shipping
yet? Has anyone
>else received their RTM version yet?
the cd's were sent out to a number of partners who were then informed they
were faulty and would be receiving new copies. Any day now we hope
"Nick" <firstname.lastname@example.org...Import Updates to Data in the CRM
I have a need to import a large amount (at least a few thousand) of data
updates into my CRM - this is specifically limited to Client data, which
may make it easier. On a quarterly basis I receive a file containing
updated statistics, addresses, etc for my clients, and I need to batch
update my CRM with this information.
Does anyone have any suggestions on how to do this?
I am a newbie but I have been using this:
I think there are some built in ways to do simple imports as well.
"...CRM v3.0 Questions
Is the fuctionality to unshare multiple records available in v3.0. The 1.2
documentation shows this functionality but it seems to be missing from the
When you re-assign a record in v1.2 the record maintains a share
relationship with the prior owner. Does v3.0 function the same way.
Are there any tricks (other than using SCRIBE) when importing new records to
link multiple contacts to a single lead. Has any new flexibilty been added to
the Microsoft record importer.
In 3.0 if you go to the settings > Organization Settings > System Settings
th...Sharepoint Integrate with CRM
Does Any one know virtual pc image that had integration sharepoint with crm
for demo purpose available for download ?
thanks to all in advance
...E-mail response not tracking in CRM
E-mails are not tracked as activities in CRM when people reply to a CRM
generated e-mail. The orginal e-mail is tracked in CRM but not responses or
Does anyone have any ideas as to how I can resolve this issue? I checked
the knowledgebase but all the articles appear to be related to CRM 1.2. It
would be nice if Microsoft would filter 1.2 articles out. I have tried but
haven't been very successful. Maybe I am missing something.
...Offline Defragmentation in Cluster configuration
I have an Active/Passive exchange 2003 cluster.
My priv1.edb is 25Gb in size and my pub1.edb is 200Mb. I have more than
100GB of available space on my Store Drive. I would like to run Eseutil /d
to defragment my database files and wanted to find out if I can dismount
both stored on my passive node first, run Eseutil on passive, mount the
store back and then fail all users to the passive so it becomes active and
go through the same steps on my previously active node wile it's passive.
why do you want to do a defrag? have you discovered that there is a huge
amount of whit...Message tracking in CRM 3.0
I have contacts in crm that have 2 E-mail address and tracking only works
for primary address, is it possible to track secondary email addresses
...CRM lockout problem
I'm trying to install CRM 1.2 on SBS2003. I managed to get the intial
installation to work, then added an additional user which I gave
administrator priviledges. I then decided to remove the administrator
priviledges from that user (I thought) and I am now completely locked out of
the system. When I go to the homepage I just get an error message telling me
that the user trying to log on has no licence allocated and I can't do
I've reinstalled the system a couple of times to no avail, albeit using the
existing SQL database.
Any suggestions how I can get back into the sys...BizTalk/CommerceServer/MS CRM/...?
I need to make an application that does basicly this:
- Receiving Demands from Clients for some Products
- Searching in the DataBase which Suppliers (may) have these Products
- Contacting these Suppliers (by Contact Person) for a Price Offer
- Grouping the best Price Offers and doing an Offer to the Client
- If they Client want the Offer: Ordering them by the Suppliers
- Take care of Shipping/Controls etc
- The Management of all these Clients, Suppliers, Products, Carriers,
- Printing Reports
I should make this in VB.NET, but because a lot of these action seem to b...CRM 3.0 Mobile
We are running the following:
- Small Business Server 2003 Premium R2 without ISA configured
- CRM 3.0 Small Business Edition
- CRM Mobile
- 3rd Party SSL Certificate
- Sprint PPC-6700 (Mobile 5.0)
Everything works great except sharing Accounts and Contacts on the
PDAs running CRM Mobile. It only gives the users the ability to view
contacts and accounts that he/she owns. Sharing works fine in the CRM
clients. Is it possible to share this information on the PDAs?
is this the original mobile aplicaiton or mobile express?
Microsoft CRM...New CRM users can use the outlook client but Can't login to the CRM-Web
We have been using CRM for sometime and most of our users are working
with the outlook client with a small number using the Web side of
thing. I was asked to create a CRM account for a new associate last
week. I am not sure what I could have screwed up because he cant
login to the web page, it just keeps prompting him for his login
info. I RD'd into his station and saw the re-prompting just as he
explained. I then tried to login in with my account and it worked
The only difference between the two is that the last CRM account I was
asked to create was about 3 Mo ago. There have ...Uniqe field in CRM
How do I keep my contact/leads unique and up to date
I want to import hundreds of leads once a month. Each import might
contain entries thats allready imported to CRM. Each entry have a
unique ID, how can I stop CRM from making duplicate entries.
The best solution would be if it is possible to update/overwrite
fields in entries allready in crm database.
The only way to really accomplish this would be to write your own import routine
that included the logic you need to prevent dups. The std import process
assumes the data is new.
MVP - Microsoft CRM
---------...CRM Phone Calls don't go to Outlook Calendars
The CRM Phone Calls are not synchronizing into our Outlook calendars. Is
this a 'feature' or flaw?
Thanks to all who reply.
This is as designed. Only the objects that have a direct correlation
between Outlook and CRM map over (Contact, Appointment, Task). Outlook has
no concept of a "phone call".
MVP - Microsoft CRM
"Jerry Haynes" <JerryHaynes@discussions.microsoft.com> wrote in message
The CRM Phone Calls are not synchronizing into our Outlook calendars. Is
this a ...