CRM 3.0 Implementation
I am interested in the experiences of others with implementing Microsoft CRM
3.0. I am a one man development team who has been tasked with implementing
CRM 3.0 with 30 users initially.
Our organization has been running on Lotus Notes for quite a while. We moved
to echange for e-mail over a year ago but still use Lotus for custom
databases. The first step will be pulling the data from Lotus Notes to CRM.
I have looked into the Microsoft CRM 3.0 Certification. There is a company
that offers a 10 day CRM 3.0 boot camp. Is this a good idea, and at what
point should I take it? We would lik...Problems migrating BCM data into CRM SB edition
I am having a problem migrating data from Business Contacts Manager (BCM)
into CRM 3.0 Small Business edition.
I have downloaded the BCM data migration pack and have followed the data
migration documentation to the letter.
I even cleaned up the BCM database prior to copying the files, checking them
for errors using the Manage Database option in the Business Tools menu.
It gets so far through the migration process and then bombs out.
Here is the final few entries from the log file:
28/10/2006 12:18:53------>Transitioning to next screen. From:
ConfigurationSummary screen. To: ...Changing SQL Server for CRM 1.2
As my SQL server is currently on its last breath I am in the process of
moving our CRM 1.2 databases to a new dedicated serever. I have detatched the
databases from the old server, copied the files to the server and attached
I have then gone into CRM deployment manager and changed to the SQL server
to the new server.
That all appears to work fine, no error messages. But when users try to
access the CRM system they get an error and the CRM server event log fills
with error messages. A few are listed below:
dmLog: Failed to execute the SQL batch in the file sqlbatch.sql.
MSCRM P...help need with VC 6.0 IDE and mfc
First let me explain the scenario where i m using this requirement.
We are Using CustomAppWizard and designing a wizard .One of the wizard
pages will Insert Composite controls as many as the user wants .
1.So i should be able to dynamically insert ATL controls without using
Insert Control Dailog.
2. can any one tell me how to dynamically create Template file in
TEMPLATE folder of resource view .
3. I want to include many files created by templet files and add them
to build by editing newproj.inf
Is it possible to do this.
4.I would even like to know if i have 2 ifles in my C drive h...transfer data from multiple columns to singlr column
I have data in form a d g
b e h
c f i (but larger scale)
and I need it in a single column going a to z.
highlight you data, copy, go to the column where you want to see the data,
paste special, transpose
> I have data in form a d g
> b e h
> c f i (but larger scale)
> and I need it in a single column going a to z.
You up for using a macro?
'dantuck Mar 7, 2007
&...Transferring control of CClientDC to CDC
I have a class MSWinDisplayManager which I want to take a CClientDC
context so that it's member functions can perform drawing routines on
I want the class to have it's own CClientDC member which all the
have access to draw on. My constructor looks like this:
This is called by the user like:
then I want to do things like:
The problem I have is that private_win isn't getting control of the
device ...Removing multiple users from Outlook
We did some computer switching, which involved uninstalling a copy of Office
XP and replacing it with a copy of Office 2003. Now when I open Outlook, it
makes me choose a user. This wasn't in the .pst file which was transferred
for the other computer, but apparenly it was on this computer someplace.
How can I get Outlook to simply open for the one account without that dialog
box popping up?
Control Panel | Mail | Show Profiles...remove any profiles you don't want.
Select the one you do want and set it as the default. (if there are more
than one left)
-Ben-...automaticaly create a variable sized table from user input
How can I user data input to a cell by a user to create a table with that
number of rows.
eg. User enters 1024 in B2
165 in B3
12.5 in B4
A10 would contain 1, B10 would contain =B3+(A10*$B$4)
A11 would contain 2, B11 would contain =B3+(A11*$B$4)
etc to 1024
The user entered number in B2 could be any whole number between 1 and 1024
I could make this better but other things to do right now so try this.
Uncomment the last line to remove the formula and just leave the values.
Range("a10") = 1
Range("b10").Formula = "=B3+(A10*$B$4)...Need Help with Deleting Empty Paragraphs in Word 2003
I have written the code below to delete all empty paragraphs at the end of a
document and then place the cursor at the end of the last paragraph.
It works fine as a stand alone sub in a new doc, but fails inside the real
document that contains other code that manipulates several documents.
The failure is that it will delete the last empty para, but then gets stuck
looping inside the While...Wend because subsequent .Delete are not happening.
So, the question is why would this work in one document, but then fail in
n = 0 ...crm 3.0 error 03-01-06
I'me getting this error while installing crm3.0 for SBS:
"error writing to file microsoft.mshtml.dll verify that you have access to
That file is in the C:\Program Files\Microsoft.NET\Primary Interop
I (and 'everyone') has full access to that dir.
What can I do about this??
...Office 2003 Service Pack 3--subsequent problems opening Publisher
I run Publisher 2003 on Windows XP. On June 13, I updated my system with
Office 2003 Service Pack 3 so that I could open Word documents with the file
ext docx. Subsequent to the Service Pack 3 installation, whenever I open a
Publisher file (which I created), I get the following message: "Publisher has
detected a problem in the file you are trying to open. If you are certain
that this file came from a trusted source and does not contain harmful
information, click OK." What is causing this and is there a way to stop this
Error message when you...Renaming Partial File Names
Is it possible to rename part of a file name? (almost like a find and
replace) My database pulls in the excel file names from a directory, with
it's subfolders and contents as well. Every file begins with "Kay Form".
Kay no longer works in our department, and I'd like to run a loop that
replaces "Kay Form" with "Featured Track". I don't know how to do a partial
Thank you in advance!
Message posted via AccessMonster.com
Checkout the Replace function. I...CRM 3.0 Login Problems
Some specific users are constantly getting prompted for CRM login in Outlook.
We are using desktop client (online) online. This happens randomly. We have
CRM 3.0 with rollup update 2 and IE7. We have also applied this fix
http://support.microsoft.com/default.aspx/kb/934243/en-us. Also added the crm
site to local intranet zone.
set the authentication in IE
check rollup update 2
MS CRM Certified Professional
Chat with me on MSN / Gmail / Skype : ID Is :.. email@example.com
>...Showing 3:54PM instead of 3:54:03PM
How do you get rid of the seconds in the time area. I have changed the
formatting in the time. I use the excel file as a data source. I include the
time in the mail merge. It always shows up with the seconds in the time. Very
it may be formatted as text, so won't respond to changing the time format.
if it is text, the TIMEVALUE formula will convert it to a decimal-based time
value which can then be formatted by using Excel's normal Number formatting--
to get rid of the seconds.
> How do you get rid of the secon...Hyperlink problem #3
I've got two workbooks on a shared drive with hyperlinks
linking the two. When a user clicks on the hyperlink on
the first workbook, it takes him to the second workbook.
Fine. However, when the user clicks on the hyperlink in
the second workbook to go back to the first, the error
message says that that workbook is already open and it
cannot open two files with the same name. Help is
I just tried a small test in xl2002 and it worked ok for me. I use
Insert|Hyperlink to create the links.
Are you sure that the hyperlinks point at the file you want--same folder and
e...Unable to sort on customer CRM 4.0
When you try to change the campaign response views to have customer as
sorting CRM gives an error. You can't even click on customer column to sort
when it's now customer that is default sorting.
Is this a bug ?
same here. I think its a bug
"Help needed" wrote:
> When you try to change the campaign response views to have customer as
> sorting CRM gives an error. You can't even click on customer column to sort
> when it's now customer that is default sorting.
> Is this a bug ?
...Outlook Client #3
I have recently installed crm outlook client for one of my users and then
also installed the 2 rollups for version 3.0 . Unfortunately outlook is
still restarting even after the rollups. Kidnly advise the necessary
solution that resolve the problem.
Please clarify, outlook loads and then crash "restart"? Has Office applied
with latest Office update?
Frank Lee, Microsoft Dynamics CRM MVP
"Faiz Amir" wrote:
> Dear All,
> I have recently installed crm outlook client for one of my ...Rounding Numbers #3
I have a list of values as below:
I would like to create a formula that rounds the values to the nearest 0.05
eg. Round 476.14 to 476.15, 361.99 to 362.00, 375.36 to 375.35 etc…
Is there anyway that I can do this?
> I have a list of values as below:
> I would like to create a formula that rounds the values
> to the nearest 0.05 eg. Round 476.14 to 476.15,
> 361.99 to 362.00, 375.36...Shortcut for inserting names?
I am building many formulas, each with many named cells as part of it.
Currently I have to go to Insert | Name | Paste with the mouse each time I
want to insert a name. I looked in Walkenbach's Excel Bible but couldn't
find any mention of a keyboard shortcut or other shortcut. Is there one I
could take advantage of?
I've got Excel 2002.
...running reports from MS CRM prompt for username and password
When running a report from Microsoft CRM client it prompts for username and
password. When given it's runs the report correct
question: if MS CRM 3 is configured correctly is it normal that when trying
to generate a report in MS CRM prompt for username and password?
No, ideally it should pass the users AD credentials to the reporting IIS
server (single sign on). If you were to close the browser and run a different
report does it still prompt for credentials?
I've noticed this does also depend on the hostname. For instance if the
reporting server uses a differe...Associating Multiple Existing Contacts to an Account, Until CRM 2.x
I have racked my pea-sized brain for endless days for a way to associate
multiple existing contacts (or accounts) to an account.
My client has accounts that have many contacts (or accounts) involved at
different stages of acquiring a new account.
The logical method would be to add a custom attribute with lookup
functionality into the existing CRM contact or account objects but this is
not possible with CRM 1.x.
The resulting UI would allow an end user to associate different contacts (or
accounts) to an account. Example:
- AccountPhysician: (existing account or con...SetWindowsHookEx #3
Could someone explane to me what is the purpose of dwThreadId, the last
member of SetWindowsHookEx function?
I've expected that this is a thread id with which hooks is associated. That
means that hook is getting only messages produced by this particular thread.
But it looks like I'm getting system wide messages anyway. so could somone
make it clear for me?
In fact I need to process a mesages of only one window. I know the thread id
of that window. But! this thread is not in my process! And I don't want a
real system wide hook because it slows down the box.
Ok, I think ...RMS 1.2 vs 1.3, plus integrate with Great Plains
1.) I am working on an assessment for upgrading our current RMS software from
1.2 to 1.3. My assessment will take in account the benefits, broken down by
store operations (Retail) and the benefits to IT. Also, list risks and
potential problems that might be experienced. We currently have 28 stores
with 3+ registers per location with another 22 new stores on the schedule
over the next 2 years. Are their other in this group of similiar size that
have done this upgrade to the new version?
2.) If we do not upgrade the software, can we still integrate the RMS to
Great Plains? Would we...automating email marketing with workflow in CRM 4.0
I am attempting to prepare a client demo that demonstrates some of the
features of Microsoft CRM 4. The potential client is a staffing
agency, and I have spent some time thinking about how they might use
Here is a business process I have thought up that, if I could get it
to work, would be great to show at a demo.
1. An account calls about an opportunity. The opportunity is
entered. The opportunity has certain skills attached to it, such as:
SQL Server, Linux, C#, etc
2. Contacts (candidates) also have certain skills attached to them,
such as: SQL Server, Linux, C...Indirect Method for Name Box Variable? #2
The reason I want to do this is that I have to collect data on a dail
basis but I have to display it on a graph on a weekly basis.
I select the entire week of cells and give it a name like week52.
The following week I have to select the entire week and name i
Everything is set up that I can just copy and the numbers will progres
for whatever length of time I need to graph (months, years, etc) excep
Maybe I'll just go back to using the range of cell numbers.