CRM\Accounting program recommendationsWhat accounting program works\integrates best with CRM 3 for small business
environments of <75 users?
Use Microsoft Accounting or Quick books with Microsoft CRM.
I have done integration with Quickbooks with MS CRM 3.0
--
Happy Programming........
Thanks,
Imran
www.pkblogs.com/microsoftcrm3
"Monte" wrote:
> What accounting program works\integrates best with CRM 3 for small business
> environments of <75 users?
Hi Monte,
For non-MS small business apps, I only know of QB having an integration
with CRM. On the MS side as of today, there hasn't been any ne...
CRM Server Installation Error!!!Hello,
I had installed CRM Server(Demo Version from Action Pack) in a pc which has
Windows 2000 Server.
Active Directory, Exchange Server are in another Server(PDC) which has
windows 2000 Server OS. There is a problem since i have uninstalled CRM
Server, CRM Databases and Active Directory objects
because of a problem during previous installation. When i try installing
again CRM Server the following msg is displayed :
"Setup was unable to install Microsoft CRM Server.
Setup was unable to determine your account name".
Also i have the following log file:
[15:45:35] ===========> ...
MS CRM Professional Exam Learning Resource verificationDear all! can you guide me, is this(below) some document which is
mentioned in the preparationg guide, if this is then can u plz give me
a link to download it,
Essential Learning Resources:
Microsoft CRM Applications - manual
Thanks
faraz
Why should we?
You will be our [cheap] competitor then.
:^)
<farazfastian@gmail.com> wrote in message
news:1127748283.995860.278180@z14g2000cwz.googlegroups.com...
> Dear all! can you guide me, is this(below) some document which is
> mentioned in the preparationg guide, if this is then can u plz give me
> a link to download it,
>
> ...
Direct Dial and Fax for CRMHowdy group,
Are there any add-ons out there for Direct Dial or Fax from CRM? My users
are looking for a button to actually fax\dial from CRM contacts.
Suggestions are most welcome!
We're using the Cisco CRM web dialer for direct dial. So far we like the
feature and are still testing this.
"kat" wrote:
> Howdy group,
>
> Are there any add-ons out there for Direct Dial or Fax from CRM? My users
> are looking for a button to actually fax\dial from CRM contacts.
> Suggestions are most welcome!
Is Cisco CRM web dialer of plug and play type? Have you ...
crm entitieshi there hope someone can help......... SME in north west england. getting
used to CRM with a small amount of it experience. Whilst tracking leads i
have created fields with picklist to see where the various enquiries are
comming from, i want them to carry over when the lead is converted into a
contact or account. i cannot find how to do this.. is it possible without
creating an individiual one on each form..........? Please help me CRM your
my only hope!!
Hi,
You will need to create a picklist on account and contact. Than using
mapping, you can map lead's picklist with account or ...
CRM Grids with no check boxesThe check boxes that display in the contact grid and
account grid are not displaying. How can I fix this? The
check boxes are used to select the contact or account
that you want to act on or mail merge to. Please help.
What version of CRM are you useing? 1.0 or 1.2?
the checkboxes were removed in CRM 1.2 and can be selected byt using the
CTRL or SHIFT key for multiple selections.
<anonymous@discussions.microsoft.com> wrote in message
news:896e01c432b0$fec8c560$a401280a@phx.gbl...
> The check boxes that display in the contact grid and
> account grid are not displaying. How...
CRM 3.0 ReportingI need to convert my custom Crystal reports to srs. Are there step by step
instructions for creating reports in srs? Do you have to have Studio
installed? What is the best and quickest methods for report generation?
You need visual studio to write SRS reports. You can get information on
creating crm reports by looking at the SDK
http://www.microsoft.com/downloads/details.aspx?FamilyID=9c178b68-3a06-4898-bc83-bd14b74308c5&DisplayLang=en
Note that thre are also companies on the web offering to convert crystal
reports to srs for about 25 dollars a report. They do not guarantee to gi...
CRM HArdware QuestionHello,
We currently have CRM 1.2 with the following hardware
Server 1 - CRM 1.2 and SQL server
Server 2 - Exchange 2003
Other Servers - DC etc.
I was wondering if I can have CRM 1.2, SQL server and Exchange 2003 all on
the same box ?
i.e.
Server 1 : CRM 1.2, SQL , Exchange.
This server will be a Dual Xeon with 1GB RAM.
Thank you in advance.
vikrantca
As long as you are willing to live with the performance implications, this
should work. The key is that you have your DC's on other machines. There can
be some imcompatibilities with AD residing on the CRM server, but the other
co...
Calendar Folder in CRM addon OutlookI need to clarify an issue that has generated a heated debate.
The CRM folder in Outlook contains a structure similar to the web interface
eg. Workplace/My Work/Activities.
Now my manager was adament that he saw a user had the CRM Calendar within
Outlook. In other words a calendar subfolder just like Activities that
presented the CRM calendar (not Outlook standard calendar).
Whereas I feel it was never there. I did manage to create one but it would
prove too complicated for this user to replicate.
I was always under the impression that there were subtle differences between
the web versi...
CRM Outlook Sales Client questionMy users have this kind of problem on sending CRM e-mail with Sales on
Outlook. (We are using Outlook 2002 and 2003, Exchange 2000, CRM v1.2)
When they send CRM e-mail by pressing CRM E-mail button, the sent messages
go to either draft or delete items folder instead of Sent Items folder. Is
it normal?
Because I believe as long as that e-mail activity is linked to the contact,
account, or opportunity, then "Mission Accomplished"; right (If we use CRM
Web Client to send e-mail, it will be the same situation and we won't find
any "Sent Message" at all)? And I saw those se...
2 Exchange with 1 CRM ?!Hi NG;
I have a working CRM with
Exchange 2003
SQL-Server
CRM-Server
1 AD
and all works great.
Now I have some users on another Exchange-Server who want to use the
email-functionality too. Up to now they are able to send crm-mails, but of
course it is not possible that incoming mails with a guid were routed into
the crm-system. For this I installed the mscrm-connector on our second
exchange 2003 server. The first is the mailbox-sever and the second is a
smtp-connector, no frontend or something like that.
My problem now is, that incoming mails are not routed into our crm!
Any Ideas?
...
Full Text Indexing Error on CRM InstallHi
I'm getting the following error during install at select SQL Server
"Full-Text Indexing needs to be running on the specified SQL server."
I've installed Index Service, and also went back and reinstalled the full
text module in SQL Server 2000. Still getting the error.
How do I fix this?
Hi
Have you checked the indexing service is started in services?
Regards
Dan
"amwbgi" wrote:
> Hi
>
> I'm getting the following error during install at select SQL Server
>
> "Full-Text Indexing needs to be running on the specified SQL server....
CRM System Tray Icon shows as a black square.Having installed the CRM Outlook Client for Laptops, the system tray icon was
working fine, but, after a few reboots (but no changes) now just shows as a
black square. If I hover over it, it says CRM CLient - Online as usual, and
doesnt appear to be affecting the operation of CRM at all, its just damn
annoying.
Has anyone else seen this behaviour? And/or got a fix for it?
I've tried the old de/re install and that's made no difference what so ever.
T.
I finally fixed this by uninstalling CRM, and then manually removing all the
CRM DLL's.
Then a reboot and reinstall, and th...
CRM 3 Custom Entity Edit and DeleteI've created two custom entites which one relates to the other (many to one).
When I create a new record on one of them (the one) I can select from the
side menu bar a view of the other one (the many). I am able to create a new
record from this view but I cannot edit or delete the record once it is
created. If I do the same relationship and configuration between a custom
entity and a system entity (the system being the many) I am able to create,
edit and delete the system entity records from the same type of view.
What do I need to do to make my custom enity records editable and ...
Act! to CRMHow would I go about migrating act data into CRM. I have been to export to a
acess data base but it need to be a csv file. Any Help with this would be
great.
Mike
Buy Scribe
http://www.scribesoft.com
"Michael Truffa" wrote:
> How would I go about migrating act data into CRM. I have been to export to a
> acess data base but it need to be a csv file. Any Help with this would be
> great.
>
> Mike
>
>
>
Hi Michael,
You could buy scribe as peter advices, but there's also a tool delivered
with mscrm. This tool is the Data Migration Tool. It...
Customized app with CRM for POCKET PC???Hi,
I am trying to develop a cutomized application for Pocket PC.
I would like to use web service of MS CRM in the application.
Here is what I did.
In Visual Studio .NET,
1. Create Smart Device Application Project.
To use web service,
2. I added Microsoft.Crm.Platform.Proxy and
Microsoft.Crm.Platform.Types in the References folders.
3. added 'using Microsoft.Crm.Platform.Proxy' in the source code;
4.
void GetCRM(String urlCRM) {
BizUser objBizUser = new BizUser();
objBizUser.Credentials = new NetworkCredential("ID","PASSWORD","MYDOMAIN");
obj...
OWA CRM?Is there a way to have our Exchange 2003 OWA client
integrate with our CRM? I mean, is it possible to have the
OWA list the CRM folders like the actual Outlook program
does after installin the CRM client? If so, what do I
need to do to make it happen? Thanks in advance.
- Brian Allen
Theres no flip of the switch on this one,......you'd have to write you're
own app using the SDK, and that would be very impressive if someone pulled
that off, even for an ISV....
-Gary
"Brian Allen" <brian@biznetis.net> wrote in message
news:1a94301c41e66$47889f50$a401280a@phx.gbl...
Cant Import Users from CRM 3.0 Sample DataHello
I have followed the Implementation Guide on how to set up the sample
database for CRM 3.0.
It all seems to go smoothly but all the data is installed except the users.
I have set the users up in Active Directory but they refuse to be recognised.
...
Any ideas??
I am having the same exact problem. All Sample Data except the Sample Users
are imported into CRM 3.0. I have them created in AD and they are NOT in CRM
prior to SD install. Any advice here? Thanks .... Scott
"Mark Macrae" wrote:
> Hello
> I have followed the Implementation Guide on how to set up the samp...
Cannot copy data from CRM to GPI'm really stuck here and if you wouldn't mind answering a question
I'd be eternally grateful.
I have installed both CRM and GP and the connector and I'm trying to
use the data synchronization tool to migrate data from CRM (which has
all the data today) to GP (which has no data in it yet). I have run
the tool on several types of data such as lists of customers and the
log says "successful" for most of the items when moving from CRM to
GP. When I log into GP I'm not seeing any of the migrated data.
Here's some info about my environment.
1. Machine A has CRM,...
Treat All Incoming emailas CRM EmailWhen I set this option on the SFO client it says som server configuration
required but I cant see what needs to be done on the server.
Anyone know?
Roger
On the server, the administrator needs to go to the user's record in
Active Directory. Right click on the user and select Properties. Click the
"Exchange Advanced" tab. Click the "Custom Attributes" button and then select
the first attribute in the list, then click Edit. In the window that opens
up, type "CRMEmailEnabled" without the quotes. Click OK to save this custom
attribute.
Now all email s...
CRM desktop client #2is there any type of visual indication from the CRM 3.0 desktop client that
will notify a user that another user has logged on or has been logged on?
--
life is only like a box of chocolates if you live it with your eyes wide shut
not without writing an external tool to do that, i do not think.
--
Kamal Hitari
MBSS, MCNPS, MCTS
2B.net Ltd
http://kamalhitari.blogspot.com
Joe B wrote:
> is there any type of visual indication from the CRM 3.0 desktop client that
> will notify a user that another user has logged on or has been logged on?
...
Compare and Merge Two different CRM InstancesWe have two different CRM environments that we want to merge into
one. My first step was to try and compare the different instances to
see what the different were between them.
I exported all of the customizations from each and performed a diff.
Yuck. Since the customizations don't export the elements in the same
order it looks like their are over 7,000 differences between the two
files. Reality says that at best there may be 50-100.
Is there any way to get these to output in the same order so that I
can get a more realistic diff between them? The only other thought I
have at this po...
CRM SERVICE CRMTRACE RUNS EVERY FIVE MINUTES AND CANT STOP ITthis service is constantly start ng on our system and using resources. how do
we stop it
Refer to registry setting on CRM Server
HKLM\Software\Microsoft\MSCRM
Check that "TraceEnabled" has been set to 0
Good luck!
"Steve" <Steve@discussions.microsoft.com> wrote in message
news:FB43D905-BF5E-4801-9B7D-6FFFDB4DB932@microsoft.com...
> this service is constantly start ng on our system and using resources. how
> do
> we stop it
thanks Daniel. It was and is set to 0 which makes it very unusual
"Daniel Tan" wrote:
> Refer to registry setti...
CRM tag in subject line and Antispam???What is the word on this? Is is a problem that creates real issues or is it
something that only happes a few times?
Thanks in advance...
Jake
Its created problems for us, so we had no choice but to disable it.
Otherwise you'll lose corporate emails, and sometimes never know (what if
the receiver never finds out that their spam filter caught it?).
Doesn't look like this will be changed for a very long while. Its very
disappointing, and quite frankly pathetic on MS's part.............a
customer RELATIONSHIP manager depends highly on email, and a system without
tracking is pret...
Getting the dateformat of CRM in javascriptHi,
I am newb to crm. Using iframe i am displaying an external aspx page in
accounts form. i would like to know is there a way to get the dateformat used
by crm in javascript and send it as querystring to my aspx page. so that i
can format the date fields in my aspx page in the dateformat used by crm.
Thanks and reagrds
All Crm files call include a file /_controls/settings.aspx as a javascript
file. This file contans variabels about the date format. The file returns the
following (on my system):
var ORG_DATE_FORMAT = 7;var ORG_DATE_SEPARATOR = '\u002d';var
ORG_DATE_START_DAY ...