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...Is Word in Office:Mac2008 the same as PC version?
Operating System: Mac OS X 10.4 (Tiger)
If I learn how to use Word, will I be able to use the Windows or PC Version if I need to in the future for a job?
The principles are largely the same; however, as of Office 2007
(Windows)/Office 2008 (Mac), there have been significant differences not
only as far as the interface is concerned, but also the functionality in
general. Word 2007 on Windows offers far more features than the Mac version,
and, depending on your needs, this is the version you should get. However,
to give you an adequate answer, we would need to kn...Access 2007 and Vista code problem
I am developing a database on a XP SP2 machine. On a form I have created
some buttons with event procedures that run 2 queries and open a form. I
sent the db to someone running Access 2007 on a Vista machine and nothing
happens when she clicks the buttons and there are no messages.
I know nothing about Vista so thanks in advance for any help.
Might be a reference problem, have them open the open a code window and
click tools references. See what says missing and tell them what should be
there, Add it and it should work. Duff
"Tim Reid" <TimReid@discussions.micr...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??
...Outlook 2007 Search always returns no matches
Any search I do in Outlook 2007's new search box returns no matches.
I watched the Indexing Status as it progressed, and now it says "Outlook has
finished indexing all of your items"
But, searching on anything, even the word "The" or "a" returns no results.
I'm searching all Outlook items. I'm on an Exchange Server via VPN.
Anyone have any suggestions?
I uninstalled Office and re-installed and the problem went away...
"Tom" <email@example.com> wrote in message
> Any search I do i...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...Publisher 2007 frequently crashes
I'm having some difficulty with Publisher 2007. Whenever I try to open a
particular file, the program crashes. I get no error message, except that
Publisher needs to close. I've run Office Diagnostics (twice), with no
results. I can open other Publisher files. The file that I am trying to open
is an internal website for the company I work for. This file began acting
strangely a couple of weeks ago - it wouldn't insert a duplicate page for a
while, but I found a workaround, so I didn't worry about it. However, now I
think that it may be a part of a larger probl...Add PowerPoint 2007 to Office Basic
I have Office Basic installed on my laptop and need to add PowerPoint. What
is the most recommended, easiest and least expensive way to do this?
...Using Access 2003 on client to see Sharepoint 2007
Testing a Sharepoint environment and I can easily manipulate and run the
database from Access 2007, but when I try to use Access 2003 it wants me to
save the database to a location. The Access 2003 has the compatiblity pack,
but it seems to not work when I download it.
So the question is using Sharepoint 2007 and posting the Access 2007 format
to it, can a user go to the sharepoint site and use a 2003 Access database
that has the compatibility pack and open without having to download it?
Message posted via http://www.accessmonster.com
Send check for $500.00 to: David A Jenn...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
>...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...Outlook 2007 Calendar -> Outlook 2003
In the past I could forward appointments and birthdays from one PC to
another, if both PC's had Office 2003. I just tried forwarding a birthday
from Outlook 2007 to Outlook 2003 and it doesn't work. I get the email in
2003. Open it, open the calendar item, then click on Save & Close. No
error message. But it's not there. Neither in the current month or for
next year. I forwarded it as a reoccurring item, that's the only way it
will let you do that.
Has anyone else been able to do this?
Or, is this a backward compatibility issue?
It's odd.... this works fine for...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...compact database in VBA access 2007
I have recently upgrade to office 2007 from office 2003. To compact a
database from within the database itself, I used the follwing code.
Unfortunately it no longer works in access 2007. Is there some similar code
that will work?
Public Function FncCompactTheCurrentDB()
CommandBars("Menu Bar"). _
Controls("Database utilities"). _
Controls("Compact and repair database..."). _
On Thu, 28 Jan 2010 17:34:01 -0800, SL <SL@discussions.microsoft....Outlook 2003 Out of Office Reminder RPC over HTTP
I have some remote office users that have Outlook 2003 configured
using RPC over HTTP. They do not get the notice that pops up
reminding them that their Out of Office is on when they open Outlook.
Is there a way to get this to work?
...Creating Text Box in Publisher 2007 Crashes the Application
Hello, we have a clean install of Publisher 2007 under Windows XP SP2, and
when we try to create a text box in a document, (both an existing document
and a blank document), publisher crashes. Office is fully patched.
I ran Office Diagnostics from the help menu and no problems were found and
the issue persists. Any thoughts on how to resolve the issue?
See if selecting a different printer as default helps.
How to view error signatures if an Office program experiences a serious error
Mary Sauer MSFT MVP
http://of...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...MS Access 2007 code not running
I have created a brand new database in Access 2007 and linked some VB
code to run on Form_Load. This code worked perfect with no problems
the day I created it. Now today I opened the same form and it is not
running the Form_Load code anymore (and yes it is still there, I did
not delete it). I got frustrated so I copied and pasted the code to
Form_Current and several On_Change events and set breakpoints at the
beginning of all the events just to see if it was the Form_Load that
was not triggering, but NO events are triggering my VB code. Any
See this page:
http://accessjunkie.com/fa...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...Topic- Implementation Methodology covered in CRM Exam!
Next week I am apearing for Exam "CRM Instalation &
I am in doubt that cheptor "Implementation Methodology" is
covered in Exam?
I can not found above topic it in following course note!
Your answer will help me to Read above Topic for Exam
point of View or note?
Kesh. I passed the "Installation & Configuration" (MS-03-010) exam yesterday.
The "implementation methodology&q...MS Project 2007 question
I am developing a simple schedule with no resources but 2 tasks out of 100
are hazardous and I would like to make the schedule so that when these tasks
occur, no other tasks can occur. In other words, even though all tasks are
moving around as the schedule is being developed, I would like to make sure
no other tasks can be scheduled wherever these 2 hazardous tasks fall. These
2 tasks are serial to every other task in the schedule. Is there a way to do
Thanks for your help.
Create two milestones. Use milestone 1 as the successor task to all tasks
th...Office 2007 Templates & Themes
Is there anyway the content for Office 2007 at the MS Office web site
could be made available to Office:Mac users. Currently need to have OGA
validation via ActiveX control or from Office for Windows programs.
Surely Mac users could be given access!
We have asked that question. We don't have an answer yet (at least, it
wasn't "No", that would have been quick!).
They are trying to work out how to let us in without letting in all the
people using the competitor products.
I think they will set up a mirror on the MacTopia site that will allow us to
reach the ones tha...