Projects in CRM3?
I just downloaded and ran the VPC-demo of CRM3.
I cant see any projects or the ability to create projects with project
description, managers, documents pertaining to the project, activities in
the project, and so on.
Anyone with any info and/or experience with this in CRM3?
Rolf @ Questus ans
You can accomplish this using the functionality MS CRM 3.0 provides for
customized entities. We have created a "Project" entity using MS CRM
tools and defined all the fields we require for our internal projects.
The result is actually pretty impresive. So, even thou...CRM 3.0 Problem report setup
I am exerienceing problems with a CRM 3.0 setup : reports are not available
1) CRM server ( also a domain controller I know it is not good but no
choice) win 2003 SRVR name HTC-DATA ( I know the - is not recommended but was
already there) working fine . CRM web client and outlook client OK
Installed by domain admin + no host header + no https + Network services
running CRm services
2) SQL server + report (SQL SRVR 2000) HTC-sharepoint Also a sharepoint
2003 portal (again no other option)
The application pool runing the root default web service is specific to
sharepoint bu...extremely slow performance with CRM 3.0
We have a CRM 3.0 installation on Win2003 SP2 (Dell Poweredge 1800, Xeon
3GHz, 2GB RAM, 3x73 SCSI on RAID 5). The DB server is on another server (SQL
We have 7 registered CRM users and I think that we do not have more than 2
concurrent users. Everything seemed to work fine until lately, with no
particular performance issues. In the last few days however, we detected an
extremely slowdown and performance degradation. We do not know where to look
for the cause. We have seen that the SQL server goes up to very high
CPU-levels when even the simplest action is done by a CRM user.
An...restore IIS 6.0
I need to restore IIS and since I havent created any metadata backup manually
in IIS , so I guess thats not my choice, but I have full backup of Windows,
is there anyway I can restore IIS from that?
have you seen these
I know you said you have the backup, but I think this is nice to read as well
http://support.microsoft.com/default.aspx?scid=kb;%5BLN%5D;234429...Pivot Table Question #17
I have a rather large pivot table, which displays (2) years of monthly sales
data for 10 different salespeople. I would like to distribute among my
staff, but without allowing the sales staff to view data pertaining to other
salespersons, which is not relative to them. How would I accomplish this?
All assistance appreciated!
If you don't want salespeople to see other people's data, base their
pivot table on only their sales data. You can use a filter to extract
their data from the source, then base the pivot table on that.
> I have a rather ...Customizations in v3.0 during upgrade
When you upgrade v1.2 to v3.0, which customization prevail in 3.0? Will the
customizations be the exactly like they were in 1.2?
Example: Say in the account form for 1.2, I deleted all fields expect for
five of them (any five for this example), when I upgrade to 3.0, will there
still only be five fields on the account form?
Modified forms will be upgraded.
MVP - Microsoft CRM
"James" <James@discussions.microsoft.com> wrote in message
When you upgrade v1.2 to v3.0, which custom...Microsoft CRM 3.0 Installation 11-09-07
Good Day Board,
I'm beginning to feel the strain of installing this CRM program and I
would like a little more assistance here. I have finally gotten my SQL
2005 server installed and updated. Now I'm trying to install the CRM 3.0
server software now and when it reaches the dialog screen labeled
"Specify Reporting Services Server" I hit on a snag.
The "Install new Reporting Services server" radio button is grayed out
and I do not have a reporting server. When I try to move pass this
screen I get "The specified Report Server URL syntax is not valid.
Inva...Best Practice questions
I just ran Best Practice Analyzer on a new exchange 2003 setup I have.
It shows that I have 3 critical issues. Issue #1 being that I have too
much RAM. I have 8 Gb (I know it only needs 4 but, will more be that
harmful??) Issues #2, the system page file is too large (I let windows
define this, the analyzer says it should be less the what it is). Is
this a bad thing, I cant see why. And lastly issue #3, I have a Dell
PowerEdge 6850 with HotSwap memory and it says I must disable this
feature. I don't mind doing this, but I would like to know why the
analyzer states this. What about ...what book do you recomende for formulas & advance excel questions
l am in a job that uses Excel (formula) alot, what book/course do you
recomend that may be helpful to me as I am @ Int. level in Excel.
For Formulae I have John Walkenbach's Excel x Formulas (Where x is the
version, although truthfully I never changed from 2000) and for other Excel
issues maybe the Excel Bible series by the same author
Hanging around here will help much too.
Microsoft MVP - Excel
"KimSingh" <KimSingh@discussions.microsoft.com> wrote in message
news:3645...Easy Upgrade From 1.2 To 3.0?
I am working on an upgrade of 1.2 to 3.0 on an SBS2003 box, and it has not
been fun. Major headaches, restores, reboots, and reinstalls.
My question to the group: Has anyone had a clean and easy upgrade? I've seen
lots of posts here about problems with the upgrade process, and I'm just
wondering how prevalent these headaches are, and whether or not the upgrade
has gone smoothly for anyone? I'd be interested to know what your environment
looks like, especially if you have not had any problems with the upgrade
Matt; we...Combined IF Statement Question
I'm trying to get a formula that if any one of the cells in A3:A9 are "No"
then add the corresponding B3:B9, if "Yes" then don't add. I have six
differenting connecting sum areas that all need to be combined in one
formula. How can I do this?
"Cindi" <Cindi@discussions.microsoft.com> wrote in message
> I'm trying to get a formula that if any one of the cells in A3:A9 are "No"
> then...Ease of upgrading from 7.0 to 9.0
We finally have to bite the bullet and upgrade from Dynamics 7.0 to GP
9.0 (via either 7.5 or 8.0).
Question is, for a network administrator who is not a GP user, how much
time should I expect this to take? And will I need to involve GP
users? If it's going to take a whole day, I'd rather pay a consultant
to do it.
Thanks for your advice.
Users generally aren't involved. How long it will take depends on how many
company databases you have and what size they are and whether or not you
have any 3rd party products installed. If you don't have an onsite GP
adminis...Iframe in opportunity form displaying related custom entity
I can't manage to find out what the correct url is for this. There's a 1-M
between opportunity and custom.
I've checked stunnware, but when i type the following code :
in the address bar of an opportunity form, all I get is this :
Can anyone help?
i ran into the same issue and here is what worked for me. i removed the
iframe from the form (published it) and then tried to get the url. this time
it worked. i then added the iframe back to the form. se...How to Activate "Show all" in a Protected Shared Workbook
I created a protected and shared workbook in Excel 2003 ,the default
Filter Option is "Auto Filter"
how can I use the "Show All" in Filtering.?
even I unchecked the "Filter Settings" in "Tools-> Share Workbook ->
Advanced -> Include Personal View " but it did not work.
If the workbook were not shared, then you could create your own macro that
unprotects the worksheet, does the showall and reprotects the worksheet.
But with the workbook shared, you can't change the protection of a shee...Quicken 99 File Convertor for Money 5.0
Does anyone know if there is a "Quicken 99 Basic" File
Convertor for Money 5.0, and if so how do I get it???
Well, since v. 5 of Money was released in 1997 (fall '96 probably) and
Quicken 99 was released, well, in 1999, it seems improbable that such a
converter would ever have existed. Generally one doesn't want to covert a
very obsolete version date file for one obsolete application to an even more
obsolete data file format for an even more obsolete alternate application.
But to each his own. Good luck with this requirement.
"Gene Muth" <watache1...Old MS Mail 3.0 support
I am trying to find a way to support the old Microsoft
mail postoffice. I have several cusotmers on small local
LAn's using this with Outlook 97. If I convert/upgrade
them to Office XP it continues to support the MS Mail
Postoffice. However, a New install does not have this
support. Anyone know how to get Office XP/2003 to support
the old Microsoft Mail Postoffice?
Milly Staples [MVP - Outlook]
Post all replies to the group to keep the discussion intact. Due to
the SWEN virus, all mail sent to my personal account will be deleted
witho...answering my own question...thanks anyway
Answer to my most recent question on xpath:
*** Sent via Developersdex http://www.developersdex.com ***
Don't just participate in USENET...get rewarded for it!
...questions about ASCII characters
I use control derived from CEdit class. I have ASCII text buffer where are
stored printable and non-printable characters, every byte is one character,
no multibyte characters.
I'd like to display this buffer in my derived CEdit control.
First questions I have question about ASCII character charts in msdn doc:
1. There are some "pictures" in non-printable ASCII codes, does belong these
"pictures" to ASCII standard ? Or on other system with different language
settings will be these characters displayed differently ?
If it is standard what is needed to set in my ...encryption in CRM3
I have a client that wants to encrypt certain fields in CRM, so that
employees cannot see them, IE, bank details, favourite pet, mothers maiden
name. I have have not had this before and wondered if this was at all
And then have the ability to input a password or something long those lines
to reverse this, should they need to see the details-OR persons\people with
the relevant security can reverse this.
does anyone know how this can be done? with V3 MSCRM. can anyone suggest
thanks and regards
Thanks again for all the help
I would think that th...What is the release date for 9.0?
...Pivot Table questions #3
Okay, I'm not that new to Pivot Tables, but normally when I create them, I
just live with what I can't figure out.
Now I'm wanting to really create some very specific ones.
I need two pivot tables that I will be printing essentially as reports.
My data looks like this.
Store Item Size Qty Price Extension
1 ABC 32 2 9.00 18.00
1 ABC 34 2 9.00 18.00
1 AXX 32 1 10.00 10.00
2 ABC 32 1 9.00 9.00
Okay, what I want is Pivot table that looks like this:
Item Size Price Extension
ABC 3 2 9.00 45.00
AXX 1 10.00 10.00
So...Outlook Contacts Question
Is there a way to creat a field in outlook that has the same type of setup
like the annivesary field that puts a reminder in the calander. What i woudl
like to do is in a particular contact i woudl like to ad a date field called
Purchase date. Have an outlook calander appointment reminding me of that.
Not without writing code to duplicate the functionality of the anniversary
and birthday fields.
Sue Mosher, Outlook MVP
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
"Rod...Multiple email not working for CRM 4.0
I am trying to send direct email to multiple marketing contacts, but
the emails are never sent. I am able to send individual emails if I
email the contacts one by one, but when I select multiple contacts the
emails are never sent.
I have tried this with both the email router option as well as
directly through the outlook email client.
The help file references a bulk email server, but I am unable to find
this service anywhere on the email router machine, or the CRM server.
thank you for you help.
...another dumb question from me
sorry in advance
i finally am giving ie8 a go - had been using ie7 & opera as my car ins.
site would not work on one & my credit union would not on the other -
anyway, in ie8, i see auto complete - is this like opera's password function
? that is, some of the sites i use regularly, on opera, i just click the
icon & bam, the username & pw were put in - i don't know how to do it in
ie8 - went to help but it said how to turn it off, but it's on & i see
nothing to click that will fill in the details for me
any/all, much appreciated
Dallas...Outlook Web Access Questions
We're recently migrated to Exchange 2003 on Server 2003,
and it seems that Outlook Web Access isn't properly setup
out of the box. It looks like I will need to setup a
redierect in IIS to point to the /exchange folder of the
default web site.
I never had to do this for Exchange 2000, so I'm just kind
of wondering if there is some other fix I should be
looking for. The KB doesn't seem to have anything for me.
When the users browse to the default web site it comes up
saying that the site is "Under Construction". here is
exactly what it says: