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: ...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...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...Customize Current View: Filter Problem
Using Outlook 2002, I have created a category called "Hidden" i
outlook. In my calendar, I put all the appointments I don't want t
appear in this calendar (i.e. daily reminders).
I then filter out all these "Hidden" items by selecting --
Customize Current View-->
Hidden (the category I created)-->
Edit these criteria directly-->
And then I change:
("DAV:isfolder" = false AND "DAV:ishidden" = false) AN
("urn:schemas-microsoft...customizing quote merge template
I have 2 major problems that I just cannot seem to be able to resolve.
When using the mail merge template to do a quote it seems that there
are only a very limited range of "fields" that are made available to
the user. These DO NOT include the actual accounts "Address" only
shipping and billing address - 99% of our clients don't use these
address's so all our data is in "Address_line1" etc
Neither do the fields for "product description" appear in the list
only the products name. All our quotes have always included a short
four or five line desc...Customizing AdvisorFYI
I have an account for some stock options in a privately-owned company.
Approximately monthly, AdvisorFYI keeps telling me, "It's time to update
your investment prices in Money." There isn't a price update that
often. Is there a way to turn this message off without turning of the
other useful AdvisorFYI Investment warnings?
...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
&...double clicking and draging a column in a chart to chg data
in Excel 2003, double clicking on a column in a chart and then dragging the
column up or down would change the data in a table upon which the chart
How does one do this in excel 2007?
That feature has been removed in 2007, there is no way to do it.
If this helps, click the Yes button.
"Tom of inns" wrote:
> in Excel 2003, double clicking on a column in a chart and then dragging the
> column up or down would change the data in a table upon which the chart
> How does one do this in excel 2007?
&g...Can't open 2005 data file after reinstalling Money 2005
I am experiencing a recurring problem. I have had to reinstall Windows XP
and MS Money 2005. I am now unable to open my previously converted 2005 file
or restore any backup version. I consistently get the following error
"Money cannot locate filename or cannot open it, possibly
because it is a read-only file, you do not have
permission to change it, or your disk drive is write-
protected. If you have chosen the correct file and it
cannot be accessed, you will need to click OK and then
Restore your most recent backup file."
Any help or thoughts would be greatly ap...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??
...Unable to click customizing outlook today button
Unbable to click the customising outlook today button for
Outlook 2000 install in the windows xp profession
machine. I have updated the office 200 patch 3. But it
seem remain the same problem.
http://support.microsoft.com/default.aspx?scid=kb;en-us;820575 might be
Neo [MVP Outlook]
Due to the Swen virus, all e-mails sent to this account will be deleted
"Clarence" <email@example.com> wrote in message
> Unbable to click the customising outlook today button for
> Outlook 200...custom field for projects with tasks past due
I am wondering how/what formula would be needed for creating a custom field
at the project level to show when a project has at least one task that is
past due. I have a custom field at the task level (IIf([Finish]<[Current
Date] And [% Complete]<100,1,2)) that will show when an individual task is
overdue, but I want to add a custom field to the Project Center > Summary
view to show when a project has any overdue tasks. The PM can then drill
down from there into the project and see exactly what tasks are overdue.
Once I figure out the formula for this I want to assign ...Non-VBA way of making custom menus.
Sorry for the new thread but even on Google, the thread isn't showing up.
Well, it was SOOO easy, as I knew it would be. The webpage I quoted in my
message this morning didn't mention the "New Menu" at all!
So, here is the non-VBA way to create a custom menu:
- TOOLS > CUSTOMIZE
- under the categories available choose NEW MENU and then drag the NEW MENU
option under the Commands window up to the menu bar (like D'UH!! <lol>
Wish all those hours spent searching yielded webpages that gave this! <g>)
- THEN one can go back to the MACROS category a few line...Input to custom reports
I'd like to be able to input values to a custom report like the Year. Is
there any way to package a custom report and provide input to it? Every year
the user has to go into the custom report and change the Year restriction.
Alternatively, (this is a payroll report), is there any global variable or
some other back door that I can use to get the current year in a custom
report? Given the report writer may not be the ticket what would the
recommendation be to create custom reports that require input? VB.NET?
Using VBA you can allow for input in the custom reports. B...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
>...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...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 ?
...Customer check data
When customers pay by check RMS asks for specific information such as
drivers license number, routing number, account number, address and phone
Does anyone have a report and or a way to extract this info from the
database for cases when the check is returned for NSF?
We can write you this report. Contact me for detail on price .
Afshin Alikhani - [ email@example.com ]
CEO - Retail Realm
= = = = = = = = = =
"Scott Santorio" <firstname.lastname@example.org> wrote in message
> When customers pa...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...Macro to seperate data
I seem to be struggling to find a macro that will work in previous threads.
In sheet 1 is a list of data in columns A:N and the number of rows will
vary. It is a list of sales with each sale record ocuppying one row. The
salesperson's name is in column C and each salesperson will have multiple
What I am trying to do is create a seperate summary sheet in the workbook
for each salesperson. Therefore sheets 2 to 20 are templates that already
exist with a different salesperson's name entered into cell C3 on each of
I am trying to find a macro that ...Need HELP! for Linking data
Could someone please direct me to where I can learn how to link date in a
work book. i.e., I have individual pages for each subject but I need the
data that is entered in these individual pages to transfer to the Master
without having to manually in put it.........TNX
There are not too many bits about linking worksheets or workbooks that I can
But have a look at the links below, in case they give you the information
I think it is frustratingly one of those things which is very easy when you
know how, or if you can get someone to actually show you, but if you hav...Copying Data in a cell in one sheet to a cell in another sheet
I've run into a problem trying to copy data from a cell
in one sheet to another. I have a spreadsheet
called "rating" which contains a number of formula that
calculates a final number. I also have a spreadsheet
called "Final" that copies over the information
from "Rating". In "Final", I'm trying to copy a number
from "Rating" into a particular cell. I put in =Rating!
G89, but it won't work. When I press enter, a window
pops up "Update value:Rating". I press enter again and
in the cell where I want the number ...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...Macro
I need a macro that help me to transfer name and address information from an
specific table in excel to a template in words on specific areas and then
print the word document.
The reason for this is that i need to create diferents letters to be sent to
the customers from the excel table.
Example of the table is:
soc seg, customer name, child name, customer code, add 1 , add2, city,
estate, zip code. all this information will be paste on word letter template
on specific areas or fields.
IMHO the best approach would be to set up a mail merge documen...macros entering data
How do I create a macro that goes to one cell
then waits until I enter new data, then goes to another cell
and waits until I enter new data etc?
How about something like
NewValue = inputbox("Enter the value for cell A1: ")
range("a1").value = NewValue
NewValue = inputbox("Enter the value for cell G2: ")
range("g2").value = NewValue
NewValue = inputbox("Enter the value for cell I8: ")
range("i8").value = NewValue