BCM to CRM 4.0 data migration
Has anyone done BCM to CRM 4.0 conversion?
Is there a tool exists to transfer data from BCM to CRM 4.0 like it has for
Could you bring the Activity across to CRM 4.0?
The problem with BCM to CRM 3.0 conversion was that it will bring the
activity across but it would not link them back to correct accounts or
contacts records in CRM.
Please let me know if anyone here has done the conversion from BCM to CRM
4.0, the tool that you used and the challenges that you faced.
I was able to bring across Accounts linked to Contacts by exporting both to
CSV. I ...Integration Questions
Where do I go or how do I get the CRM to integrate with
Great Plains, I think there is supposed to be an
integration tool somewhere, but I cannot find it.
There is an integration CD which you will have received if you are a CRM
partner or customer
"Nathan Tidd" <NTiddSPAM@douglas-associates.com> wrote in message
> Where do I go or how do I get the CRM to integrate with
> Great Plains, I think there is supposed to be an
> integration tool somewhere, but I cannot find it.
It is much more than a "Utility", i...Microsoft Money Plus Premium installed... doesn't run / launch
I am running Windows XP Professional. I just purchased, downloaded, and
installed Microsoft Money Plus Premium. All went off without a hitch or error
message. Downloaded perfectly, installed perfectly, no problems what-so-ever.
I then go to run either Money or Insights... both programs "start" in that I
can see a process for them in task manager. From that point on, NOTHING
happens. The process sits there forever (forcing me to end task to get rid of
it) and no window or application ever launches. I have tried all of the
related knowledge base articles about how to cleanly rem...Scheduling Integration for Integration Manager
Does anyone have any step by step procedure or documentation for scheduling
integrations for Integration Manager? I hope there is a workable way for not
so technical users to use so that I won't need to customize a functionality
for this in Dynamics GP.
They want to update their price list if possible using integration manager.
However, they want it to be scheduled, like for example the manager will
create the integrations today, then it will the update (integration), the end
of next week without human intervention. Reason being is that
updates/integration can run during ...picklist Synchronization in CRM 3.0 to 4.0
I have created a custom picklist in crm3.0, where VALUE of picklist
are different than the Value of CRM4.0 pick list. Does it impact
while Synchronization, i mean when migrating from 3.0 to 4.0?
One value is 1
Two value is 3
Three value is 2
Four value is 5 (HERE Value 4 is no longer, its deleted)
One value is 1
Two value is 2
Three value is 3
Does is required the same order value in both version?
I have migrated the system with custom picklist and they are migrated
and appeas as they were in CRM 3.0 .
...CRM Integration with an other SQL db
I'm looking to bridge Navision on SQL with CRM.
Any body got some suggestions on the best way to built that real time link?
How "Real Time" do you want it.
If you want, you can use PostCallouts to implement this kind of integration
(and there is a paper on MSDN on this subject) where you post changes to
Accounts, new Orders, etc. from CRM to your Accounts package.
For the other direction, bringing Accounts and sales information from the
Accounts package into MSCRM then I would look at using a package like Scribe
(BizTalk is also an option) to do this on a sch...ACT! Address Book integration
When integrating or using an address book in Outlook, the display name
is automatically appended with the name of the address book the 'look
up' found the name in...
example: Jonathan Dorfman (ACT!)
Is there any way to edit this feature or suppress it?
Thanks in advance.
~~ Message posted from http://www.OutlookForum.com/
~~ View and post usenet messages directly from http://www.OutlookForum.com/
...Microsoft Office 4.2.1 for Macintosh and power macintosh
I have the over 30 disks for microsoft office 4.2.1 for
macintosh and power macintosh and want to sell it. But I
want to have the correct information on what OS it needs,
available memory, etc. and I can't seem to find that.
Anyone know? Please write me.
The box says (excerpts):
68030 or 68040 processor
System 7 or later
8 MB RAM (16 MB recommended)
62 Meg of free hard drive space
PowerTalk extension (optional - only if you want to use PowerTalk)
On a PowerPC you need 7.1.2 or later and 70 MB of free hard drive space.
You're safe up to and in...CRM an Telephone System Alcatel
Hi everyone, i have just set up a test crm server with a test alcatel
omnipcx telephone system. My setup is a windows 2003 SBS with CRM small
business and exchange router. How does crm contacts differ from outlook
contacts? If i add a contact under the crm section it seams to add it under
the outlook contact section a minute or 2 later, does the crm contacts synch
with outlook contacts? and also i can get the contact to pop up when i dial
from a recognised number but it saves it under the outlook contact journal
and not the crm, any ideas?
We have a Telep...Integration Transaction Order Issue
We just switched from using Integration Assistant for Excel to Integration
Manager 9.0. The integrations are defined the same way for both programs.
When the General Journal integrations run they complete without
errors/warnings. But when you view the transactions in the batch in Great
Plains the transactions are not in the same order as they were in the Excel
spreadsheet. They seem to be very random.
The total dollar amounts balance and the integration runs successfully but
we can't get the transactions to maintain their order from the Excel
spreadsheet. We can't use a so...Problems with CRM e-mail
We have 3 problems:
1. We use CRM with Outlook client. Lets say that my partner makes a new
contact with an e-mail address and I want to send an e-mail to this contact.
How can I select this contact from the "to" button in Outlook, since it
doesn't appear? Is there any workaround?
2. Whenever I send an e-mail from CRM, the receipient instead of reading my
full name as sender (as it is stated in AD, and as it is shown whenever I
send an e-mail from Outlook), he reads my full e-mail address
(email@example.com). How can I change this and send with my full AD name?
3. Is t...CRM to GP Integration CD Builds
We are missing our GP to CRM Integration CD and waiting on delivery of a new
one. However, we do have the Release Candidate 2 CD dated 3/25/2003. Can
anyone tell me if this CD is the same as the RTM CD that went out? I can't
remember if there was another build afterwards.
...CRM address book in Outlook
In my CRM address book in Outlook, the format is “firstname name” whereas I
would like “name firstname”.
I found well the option in CRM allowing me to change this format but a alarm
message says to me that only the new contacts will be affected by this
Everybody can help me ?
...Please verify BUG in Microsoft Windows XP/2003 Accessibility *MPS* #2
The Problem (Multi Processor only):
This occurs when there is MORE than one Logical/Physical CPU on the
When a console winevent hook function is active, changing the codepage
of a console window causes the console window to not respond.
I set a hook using SetWinEventHook to get notified on events
EVENT_CONSOLE_CARET to EVENT_CONSOLE_END_APPLICATION
all is well, events are coming.
When I open a CMD window and change the codepage to a different
codepage than the default one, the window stops responding.
>From my tests it appears that the problem is somewhere in the
SetCo...Integration Mgr with Excel ODBC
I'm trying to use an Excel workbook (xlsx) as a simple ODBC source. After
specifying the path for the source file when I click the Table button IM
pauses for a few seconds and then closes. Same thing happens if I try using
xls format. This is on GP 10 SP2 with IM 10.00.1134. Any ideas what would
be causing this to happen?
Changing the spreadsheet to XLS would be a good first step.
Charles Allen, MVP
> I'm trying to use an Excel workbook (xlsx) as a simple ODBC source. After
> specifying the path for the source file when I click th...Microsoft Office 2004 unable to print
I have a problem that has only cropped up today. For some reason all
Office 2004 programs are unable to print. I can print from any other
program, but not from Office.
When you attempt to print the print dialog will come up, but will be
unable to show anything in Quick Preview. If you hit print you get an
error message indicating "Word cannot print due to a problem with the
current printer. Make sure you have a printer selected in Print
Center. You may need to print again or adjust your printer settings."
I have tried deselecting Quick Preview in the print dialog and it
makes ...Going offline in CRM 04-23-04
What security right are you suppose to have when you are offline in
CRM for Outlook. Because when I go offline it works fine but it does
not allow me to acces any of the data(contacts, leads, etc). on my
local machine. But when I go online again it allows me to acces data
on the server. What am I doing wrong???
A possible cause could be that when you installed Sales for Outlook you were not logged into the domain you were only looged into the local machine. This means that when you perform the first synchronisation no data is taken into the MSDE database.
...Using a SQL Job to run an unattended Integration with Integration
Is there a way to run an Integration using a sql job instead of using a
Windows Scheduled task. I am using SQL Optimizer so I do not need to log into
Great Plains first.
Lewis: Yes. You would first create a .bat file (DOS program). In this batch
file, you move to the Integration Manager folder (optional), then you would
use the command line called IMRun.exe located in this folder (IMRun.Exe
"IntegrationName" -Refer documentation) . Once you create the batch file, you
would call this batch file using a DTS package within SQL EM. Then you would
schedule a SQL job to call this D...Microsoft Money Plus and future versions
We have been asked to post the following by the MS Money Team.
Annual Release Change
.. Microsoft Money Plus continues to be a valuable tool for our customers;
however the feedback we are hearing is that the incremental updates to the
software don't merit a new product every year. Given this, we have decided
against releasing a 2009 version of Money Plus.
.. We are moving off of an annual release cycle for Microsoft Money Plus (no
Money 2009 version in the fall), with future release dates TBD. Money Plus
continues to be a valuable tool for our customers, however the feedback we
ar...Scheduled Integration via Integration Manager
I in dire need of help and would need to know if there is any way that I can
schedule integrations using integration manager. For example, my client
would want to update the price list via integration manager. Is there a way
for them to just enter a date to run the integration, and if possible a time
as well, then it will automatically run the integration at that specified
date and time?
Any workarounds, ways and step by step procedure on how to achieve that,
would be very very great.
The IM user guide covers that in detail. If you don't already ...Look at that patch that comes from Microsoft Corporation
Content-Type: multipart/related; boundary="ntvtjcwy";
Content-Type: multipart/alternative; boundary="ebhzbsfkh"
this is the latest version of security update, the
"November 2002, Cumulative Patch" update which eliminates
all known security vulnerabilities affecting
MS Internet Explorer, MS Outlook and MS Outlook Express
as well as three new vulnerabilities.
Install now to help protect your computer
fro...CRM Integration 1.2 for Great Plains
The CRM Integration 1.2 for Great Plains seems to only support
integration between one Great Plains company databse and an
installation of CRM.
Does anyone know if it is possible to integrate more than one Great
Plains database to a CRM installation using the the standard CRM
Integration 1.2 for Great Plains and Biztalk server.
CRM <=> GP Integration only supports integraiton to one GP
>The CRM Integration 1.2 for Great Plains seems to only
>integration between one Great Plains company databse and
>installation of CRM....Asking How to publish video using Microsoft Publisher
This is a three part question:
1. I have produced a video using Microsoft Movie Maker.
I have put the hyperlink to the movie into my MS Publisher document.
I can view the video through MS Publisher (using CTRL click) but the link
doesn't work when I use Web page preview. Does the video need to be in a
certain place i.e. in folder index files?
2. How should I publish the video to my own personal website? Should I
upload it separately to the website? Where does it need to be located? In
3. To activate the video do I need to change the HTML to invoke the
Microsoft movie pl...CRM 3.0 for Outlook compatibilty with Skype?
After installing and using Skype, my CRM toolbar vanish in grey mode in
Outlook. Adds In were not working. And I could not get the darn thing to
reappear. After several tests, I uninstall Skype out of desperation. My CRM
reappear and stays on. I reinstalled Skype, uses it: same disappearing act
Does any one have the same problem? How did you solve it? We are using CRM
3.0, Outlook 2003 and Skype. My sales reps are driving nuts: they need all
We had same problem. Now it is gone. I don't know if medicin was Office 2007
and rollup 2 over v3c CRM client...Need Microsoft CRM consultant in California Silicon Valley 11-28-06
We are looking for an individual Microsoft CRM consultant to help us on MS
CRM. We want this person to help us through the issues and new functionality,
design reports and so on.
Independent MS CRM consultants - please email your resume and contact
information to firstname.lastname@example.org