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...Microsoft Shortcut Bar
I can't find the shortcut bar in Office 2003? What gives?
M S B
Office 2003 was "improved" by removing the office shortcut bar.
The osb from an earlier version will work in 2003 ( I'm told).
You can also use the quick launch toolbar in windows as a substitute or look for a third party utility.
San Francisco, CA
P.S. - OfficeXP was improved by removing office binder.
"Microsoft Shortcut Bar" <firstname.lastname@example.org> wrote in message
> I can't find the shortcut ...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...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: ...Outlook plug in install
I currently have SQL Server installed on my local pc for
some other task. In the install of Outlook plugin for CRM
it wants to install MSDE is this going to conflict with
my SQL 2000 instance?
Joe Thomas wrote:
> I currently have SQL Server installed on my local pc for
> some other task. In the install of Outlook plugin for CRM
> it wants to install MSDE is this going to conflict with
> my SQL 2000 instance?
Yes it will conflict. Microsoft will not support sales for Outlook if
you do this and they strongly recommend not to install sales for
Outlook if you already have SQL ins...Business Portal Error-SQL server does not exist or access denied
We are running business portal 4.0 for one of our customer. It was running
correctly, however, they have changed the SQL server port (previously it was
set as default 1433). After that the business portal becomes very slow and
while creating a new request (purchase requisition) if we open the item pop
up; it is showing exception
"SQL Server does not exist or access denied...."
Can any body tell me how can I provide the new port number to business
portal connection to the database.
Thanks and Regards,
Thanks for using the newsgroups. I have a...Can't insert Char(1) into SQL Server from Stored Procedure
I am trying to insert a char(1) field into a table from an ASP.Net/C#
At first I was inserting rows into the table but none of the columns that I
was inserting the rows into were char(1) columns, they were mostly int and
Then I found out that there was one column in the list that was not supposed
to be an int column but instead it was supposed to be one of the char(1)
columns into the table.
So I replaced the int column in the list with the char(1) column and since
the value of the char(1) column resulted from a CheckBox ('Y...How to install WCF templates?
How to install WCF templates for Visual C# 2008 Express Edition?
I have Visual Web Developer 2008 Express Edition too and my computer is
running on Winodws XP Professional. I can find WCF template in VWD2008EE but
not in VC#2008EE.
Any help would be appreciated
On Apr 15, 1:55=A0pm, Raj <R...@discussions.microsoft.com> wrote:
> How to install WCF templates for Visual C# 2008 Express Edition?
> I have Visual Web Developer 2008 Express Edition too and my computer is
> running on Winodws XP Professional. I can find WCF template ...Relay from unstruted server
A certain IIS SMTP server in my company maintained by junior admins got its
IP address added to SPAM list at MSN. The junior admins came asking me to
allow relay from their insecure server to the Exchange 2000 server that I
My recommendation is that they work with MSN to get their IP address removed
from that spam list.
Is that likely that MSN/hotmail would remove them from their Spam list ? If
so, who would be the contact phone# at MSN to do that ?
Do you agree that I should not allow relay from the IIS SMTP to the Exchange
server if that IIS box it is not secure and not maintai...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??
...Windows Server 2008 R2 04-09-10
Windows Server 2008 R2 and Windows 7 share the same code? how is that
possible when Windows 7 has both 32 bit and 64 bit versions and windows
server 2008 r2 is only 64 bit
As Microsoft is going to use only 64bit versions for servers they don't built
the 32bit version. Sharing the same code doesn't mean that the server OS
use exaclty the same files, there are a lot more and different ones. But
the basic code is the same.
Disclaimer: This posting is provided "AS IS" with no warranties, and confers
Is there a free or pay service that will alow me to relay my mail through
them? I have a online business and use a cable modem from home. My
customers that are with AOL do not recieve my Emails. I figure that i can
overcome this if I can relay my mail.
Please contact your ISP, maybe they can provide one. As far as I know, AOL
and Version has this business.
Note: Version's relay server may be not compatible with Exchange server
"Josh" <email@example.com> wrote in message
> Is there a free or pay se...Microsoft Exchange Server
I am using Outlook 2003 for my emails from microsoft exchange server. A few days back I neede to reinstall my windows. Everything with the installation and configuration goes fine at my outlook 2003 but I am unable to get back all of my inbox and Sent items from my microsoft exchange server.
I can see some of the items in my inbox and some in sent items however a lot of things are still missing.
Can anyone help for this problem?
Early response is highly appreciated.
Submitted using http://www.outlookforums.com
Are all messages shown whe...tesuto 03-11-07
tesuto...Page setup for 8.5x11 calendar w/picture on tabloid paper?
How can I set up a calendar with 8.5x11 (landscape) pages with pictures for
each month to print on tabloid (11x17) paper so it can be saddle stiched? I
would like the picture on the top half and calendar on the bottom half. I
keep ending up with two of the same pictures on one page and two calendars
on the next page. Thanks, Bob
I assume you are taking this to a professional printer so why not just set
each page up as a landscape 8� x 11 and let your printer do the rest?
MVP Microsoft [Publisher]
"Bob at 4799" <Bob at firstname.lastname@example.org>...Help me identify my missing permission (Cannot open public folder) -2147217843 (Maybe Authentication Fails?)
The following snippet of code throws an error number -2147217843. When
I googled this error code, I see many references to authentication
failed. I am assuming my problem is some kind of permission related
problem on the "MyNewFolder" public folder.
-- start code ---
Dim objFolder As New CDO.Folder
Dim f As ADODB.Field
'sURL is like: file://./backofficestorage/mydomain.com/Public
objFolder.DataSource.Open sURL, , adModeReadWrite, adFailIfNotExists
--- end code --
I have code that runs before this that actually creates the
"MyNewFolder" publ...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
>...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...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...IE 7 / Win2k3 x64 server things pop-up blocker is on
I have a problem with one server where it thinks the pop-up block is on when
it is actually not. I disable the pop-up blocker for all zones in group
policy but I continue to receive messages from websites that pop-ups are
disabled and that I need to enable them. I don't understand how this can be
the case unless IE is doing something its not telling me about. Any ideas?
PS IE ESC is disabled on this server. IE ESC was disabled before terminal
services was installed.
> ...I continue to receive messages from websites that pop-ups are
> disabl...attachment previewers not installed?
I have a newly installed Office 2007 and cannot open several attachments ie
WMV as I get a message "no previewers installed" How can I resolve this
do they open if you double click them? The previewer error is because they
can't display (or play) in the preview pane - you need to open the
Are you using Vista or Windows XP?
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Need Help with Common Tasks? http://www.outlook-tips.net/beginner/
Outlook 2007: http://www.slipstick.com/outlook/ol2007/
Outlook Tips by email:
daily...I want to add a mail account without setting a SMTP server. Is it possible?
I want to add a second mail account that is outside my company.
Since the company firewall does not allow us to connect to SMTP-servers I
to add this account without setting the SMTP propertiy.
I cannot specify the company server as it is an Exchange server and the
outside one an IMAP one.
Currently I have specified the outside SMTP server since outook does not
allow me to add an account wihtout setting this.
I keep getting annoying error messages as my computer can't connect to the
Any one know a way around this?
The company server has SMTP enabled, u...2 Domains, 1 Exchange Server
We're trying to go with 2 seperate 2003 domains, but with only one
Exchange 2003 Server. What would be needed for the domain that the Exchange
server is not in to access e-mail? We've contemplated having those users use
OWA, but would really like them to be able to use Outlook 2003. We're a
school district and want to segregate the kids domain from the administration
domain, but only have funding for one Exchnage server. Any ideas\help will
be appreciated. TIA.
This should explain what it requires:
"tj woo...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...