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: ...Problems with creating a newsletter
I chose the form "Newsletter - email".
I have created a 3 page newsletter. Now, I have NO IDEA how to send it out
as an email. I do not want to send it as an attachment. I cannot figure out
which "save as" format or what I need to do so that i can email this
newsletter. Is there a website that goes through how to do this?
Am I correct when I say that it has to be html in order for me to send it as
email? That is not one of the options.
Any help you give me would be greatly appreciated.
...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...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...What's happened to the findfirst function in Access 2010?
I have a working Access 2007 Application which is now failing miserably in
2010. It hinges on location the first available working document in a table
runing the following VBA code:
.FindFirst "([fld1] + [fld2]) = 0"
If .NoMatch Then
.FindLast "([fdl1] + [fld2]) <> 0"
.... FURTHER PROCESSING ...
What must I do to correct this? Go through a record by record search?
In 2007, this works correctly, stopping at the appropriate record (approc.
rec 1385 in the recordset...Send to certain person using specific email account
I send an email to a certain receipient but don't want to use the
default email account.
Is it possible that when I send to them (plain text) , that it will
choose the other account I want to use to send it? Please advise how I
set this up.
I do not believe that this can be achieved automatically through standard
use of Outlook as you need to manually specify the name of the account to
send from if different than the default.
However, it would be possible using the Outlook object model. An Addin would
need to be developed that monitored each mail item prior to sending. If the
d...Resolving Email Address to existing contact problem
Has anyone else come across this issue in MSCRM3.0? - when you attempt to
resolve an email address to an existing contact in CRM (that does not
currently have an email address stored in their details) the contact resolves
OK but does not update the email address in the contacts details.
Is this by design, or have I found a bug?
...Joining text with a formula in cell #4
just to complete the thread...
I found the answer.
You have to change the format of the cell to custom 0.00"*"
this is the only way it will show only 2 decimal places
Thanks for the hel
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...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??
...HELP Recovering addresses and email from Outlook 2003
I had some serious driver issues that required re-installing XP from
disc. I did use the backup option and have a backup of all the old
data. And of course had to reinstall Office 2003.
Will third party software restore my old email and addresses or am I
out of luck?? Thanks for the help
> I had some serious driver issues that required re-installing XP from
> disc. I did use the backup option and have a backup of all the old
> data. And of course had to reinstall Office 2003.
> Will third party software restore my old email and addresses or am I
> out of lu...Multiple copies of email in "Forward to"contact
I am running Exchnage 2003. My CEO has a conatct in our organisation that
refer to his blackberry contact. I have set the forwarding to also keep a
copy in his mailbox.
What happens is that three copies of his forwarded email hit his blackberry
account! Only one hits his internal mailbox.
What I ahve determined is that the front end Exchange server seems to be
creating the additional copies. Is this how its meant to be (don think so cos
its such a nuisance and my CEO keeps complaining about it).
How do I tell the front end server that this guy's mail server is the one
that...Qrp Date functions
Where do I find the various functions to modify the Reports
like cast(DatePart(Dd,[Transaction].Time) as nvarchar) and others
and what they mean????
Found the information at MSDN Transact-SQL Reference
"Barry L" <email@example.com> wrote in message
> Where do I find the various functions to modify the Reports
> like cast(DatePart(Dd,[Transaction].Time) as nvarchar) and others
> and what they mean????
...wanted to design a 4 sided A5 leaflet.
Are there any templates available to download?
There are pre-designed leaflets within Publisher.
You might think about 4-sided... Do you mean a booklet fold?
There are templates here
Mary Sauer MSFT MVP
"Mystic" <Mystic@discussions.microsoft.com> wrote in message
> Are there any templates available to download?
...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 ?
...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...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 :.. firstname.lastname@example.org
>...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...Sending Email #6
When sending e-mail I heep getting it bounced back with
the following message;
Your message did not reach some or all of the intended
Sent: 1/12/04 4:34 PM
The following recipient(s) could not be reached:
'name' on 1/12/04 4:34 PM
553 sorry, that domain isn't in my list of
allowed rcpthosts (#5.7.1)
Why does this keep happening? Receiving e-mail is not a
Generally, this error message means that the email address to which it
refers is not accurate. Go to your address book and carefully check the
spelling and ...Some Excel formatting functions taking a long time to work #2
Excel 2000 SP3
When I use some formatting functions for the first time in a
session, such as bold, increasing font size etc, it takes up to 30
seconds to work. Meantime Excel is locked up until it completes that
formatting call. I suspect faulty DLL?
Has anyone experienced this? How to fix (other than a complete re-
Any advice appreciated.
On Nov 5, 8:39=A0am, Piri <wiremu.pare...@hotmail.com> wrote:
> Excel 2000 SP3
> When I use some formatting functions for the first time in a
> session, such as bold, increasing font size etc, it takes =A0up to 30
> secon...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...Adding a Macro to a VLookup Function
In Excel 2000 -- I would like to create a summary spreadsheet (sheet2).
For each time that "Name" appears in sheet 1, row *, take information from
the same row, but columns 2 and 6 and bring it over to sheet 2 in the
I know that you need to do a "VLookup" function and I got that to work. I
know that you also need a "Loop" statement, so that it will continue to
perform the Vlookup and bring over the information for each time that the
name appears. I don't know how to write the formula so that the VLookup and
the Loop are combined.
Examp...Using INDIRECT within functions
I learned a bit from JLathman in a previous post but tried to use the same
methodology with this formula (also learned from this Group to get the last
entered value in a column) without much luck.
The original formula was this with 2009 sheet being static:
Trying to make it dynamic I tried the following without success:
=LOOKUP(INDIRECT("2,1/(" & O1 & "!$H$3:$H$65536<>"")," & O1 &
Did I miss something or are...Date function quit working
I have an Access 2002 application that I have been running on Windows XP SP2
I just installed the application (running in Access Runtime) on a Windows
Vista Home Premium machine. Now, anywhere I used the =Date() function, it
fails and just shows #Name?
I also have a subform on one of my forms that has now gone blank. It also
uses the date function.
I had this problem when I converted to Windows XP several years ago and
updating the OWC10.dll to version 6619 fixed both issues.
However, everything I have read says that reference file makes no difference
to the Access...total group & max function
I am using Access 2003
I created a Db for Machine Mtce. The table consists of 3 tables, (1) Basic
Mach Infor (ie Mach#, Mach Name, Mfg etc) - (2) Operations Table - consists
of different prev mtce (PM) that need to be completed at various time frames.
Ex: "Mach 100" could have 3 different operations; Oper # 100A to change the
oil due every 90 days, Oper # 100B to check the belts due every 180 days,
Oper # 100C to grease the machine due every 365 days.
The 3rd table is the "PM History" table which includes the history of all of
the PM's completed with Work Order...CRM Email Displays Size=2>
One of my users is experiencing an issue when they save an email that is
tracked within CRM the email displays in CRM with "Size=2>" directly in front
of certain lines of the email. So for example "Size=2>" will appear in front
of someone's comments in the email or in front of their name. Does anyone
know why "Size=2>" is displaying in front of the lines of an email? Thanks.
"Mike H." wrote:
> One of my users is experiencing an issue when they save an email that is
> tracked within CRM the email displays in CRM wit...