Fun with SQL and CRM Help needed
Ok. I've been tasked with setting the "Address Name" for every contact
equal to the name of the parent company.
I know I can write an SQL query to do this, I just can't figure out
where the relationship is between contacts accounts and the
customeraddressbase table. So, heres what I need to do:
Open Contact, Get Contacts Parent Customer Name, Put Parent Customer
Name into Address Name for the contacts main address.
The database is relatively new, we just finished a very botched import
from ACT! not to long ago. this is the latest "Fix" that I've been
asked to...Move CRM databases
We have MS CRM 3.0, Reporting Services, and CRM/ReportServer databases on a
single server. We now want to move the CRM and Reporting services
databases to a SQL Server 2000 cluster. Anyone know if there is a tool to
do this or do we need to move them manually and update the database and
metabase keys in HKLM\Software\Microsoft\MSCRM ?
There is no tool to do thisa automatically. YOu can read the Implementation
Guide where it talks about disaster recovery. Basically you can restore your
database to a new sql server and then point your crm web server at the new
sql system by...Proactive Alerts in CRM
Is there a way to set up alerts or notifications if certain things are
happening in the CRM. Such as a date being overdue, a person tried to get
into a section they are not supposed to, etc. Thanks.
Client Solutions Manager
Workflows should be able to do most of the alerting about things being
overdue to either send an email or create a task
People cannot get into anything they are not supposed to. If they are
locked out of say... invoices through security, the option does not
Kyle Conquy wrote:
> Is there a way to set up alerts or notifications if ...Planning to Upgrade Great Plains eEnterprise 6.0 to version 9.0
Hi Planning to upgrade from version eenterprise 6.0 running on SQL7.0 to
Dynamics 9.0 on SQL 2005 anyone has done it? if so please post.
We have done it several times already.
We can do it for you.
> Hi Planning to upgrade from version eenterprise 6.0 running on SQL7.0 to
> Dynamics 9.0 on SQL 2005 anyone has done it? if so please post.
I have done upgrades from 6. to 9.0
Always print reports before and after each version upgraded and compare.
Backup the Reports Dictionary.
Create a package file...CRM and Small Business Financials
Has anyone heard through the grapevine about any plans for CRM and Small
Business Financials in the future? SBF would be a great product for us, but
we find a gaping hole in that there doesn't seem to be any type of Sales
Force Automation or CRM option that works with SBF. Why would any company
with a sales force switch to SBF back end without a front end option as
well? Seems like MS missed the boat on that one!
Presentations Direct - "Document Finishing Solutions"
...Microsoft CRM Asynchronous Processing Service (client)
We recently moved our deployment from one server to another. We were having
issues this morning and when I started to look into things like are the
services running, I notices two instances of Microsoft CRM Asynchronous
1) Microsoft CRM Asynchronous Processing Service
2) Microsoft CRM Asynchronous Processing Service (client)
Does anyone have any idea what the 2nd one is? I've never seen that before.
Have you installed microsoft data migration manager ? if i recall my
memory the second one is because of data migration manager .
Blog : http://ms...Can't installt IBF on CRM Server
first i'm install IBF On my CRM v1.2 (it's name crm)
after that i'm try to install IBF for CRM on my CRM Server
but in Step "Publish Metadata" i'm type "http://crm:8082" and click
but it's show message box "The Information Bridge metadata service
location is not avaliable" and can't install it.
but i can access "http://crm:8082/IBFWriteService.asmx" and
"http://crm:8081/IBFReadService.asmx". so how can i install it ?
...Integration Manager destination for Bank Transfers
Currently there is not a way to bring in a mass entry for bank transfers. My
company has atleast 50 every month. WE manually key these in. It would make
sense to have a destination with in integration manager so this could be done
with a click on a button.
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click &q...Conditional Formatting #3
I have this conditional format in cell BB35
If I insert cells between BB35 & BB37, then the
formula changes to =IF(BB35>$BB$38,TRUE)
Is there a way of making BB37 absolute,
or is there a formula using ROW that I could use?
Select cell B35
Choose Format>Conditional Formatting
From the first dropdown, choose Formula Is
In the formula box, type: =B35>INDIRECT("$B$37")
Click the Format button and select your formatting
Click OK, click OK
George Gee wrote:
> I have this conditional format in cell BB35...run time error #3
getting run time error message says closing not naturally
Milly Staples [MVP - Outlook]
Post all replies to the group to keep the discussion intact. Due to
the (insert latest virus name here) virus, all mail sent to my personal
account will be deleted without reading.
After searching google.groups.com and finding no answer, PVNM asked:
| getting run time error message says closing not naturally
can you do watermarks in excel?
On the Format menu, point to Sheet, and then click
Select the graphics file to use for the background
The selected graphic is repeated to fill the sheet. You
can apply solid color shading to cells that contain data.
>can you do watermarks in excel?
maybe the following sites will help you:
And for Excel 2002+:
>...How large can the MS Money software ITSELF get, over time? (plz re
I've been using MS Money for years. The last time I upgraded it was to Small
Business v 2006 as I run a small business from my home office. I have my pers
and bus financials on there since the 90's (not sure of very 1st
transaction...). Features-wise, there's no reason for me to upgrade or change
anything, and, I also on occasion need to view certain Reports which by
nature need to include data from old now-closed bank and credit card accounts
so I do not want to "archive" anything at all. But.. I'm wondering, how long
can this go on? that is, entering financia...Outlook slow saving attachments to nt 4.0 server
After upgrading to Windows XP Professional, Outlook 2000
is extremely slow in saving attachments to a Windows nt
4.0 server with Service Pack 6.0a. All service packs and
updates were installed in both Outlook and Windows XP.
These groups on this server(msnews.microsoft.com) would be helpful:
Ajay Kalra [MVP - VC++]
"abc" <email@example.com> wrote in message
...Problem logging in to CRM by a not-Admin user
I am having a problem logging in for certain CRM users. If they don't belong
to a local CRM server administrators group, they cannot log in. They get, I
believe, 403.1 error. Once added to that local group, they can log in just
fine. CRM site is configured as the trusted site to use curent AD username
and password. CRM is set to use Windows intergated authentication. I have an
open incident with IIS group without much luck. I believe the problem is
within a user. Does he (she) have to belong to a special group to gain access
P.S. Integrated HF is applied.
are they using th...CRM Sales for Outlook 1.2
We are using mscrm 1.2 successfully for a while now (no
mail router, no outlook client). Now we tried to
integrate it into our exchange environment using the
outlook client. Online is working fine but the offline
functionality isn't working. Obviously the local msde-
database is not getting any data.
The error message is: "Metadata-Cache error, No entity!"
The log says:
MSCRM Platform Error Report:
Error: Exception from HRESULT: 0x80040E00.
Error Message: Exception...If formula #3
In a formula how do i say, larger than 56 but smaller than 420... o
larger than 56 AND smaller than 420
Message posted from http://www.ExcelForum.com
> In a formula how do i say, larger than 56 but smaller than 420... or
> larger than 56 AND smaller than 420?
> Message posted from http://www.ExcelForum.com/
...Microsoft Money Version 3
I went to balance my checking account and had to postpone. When I was ready to continue balancing I went to Tools/Balance Account and got a warning message that says "You have previously postponed balancing the account. If you entered a service charge or interest amount last, you can't change them here. You can change them later in the Account Book window. I clicked "OK" but it still would not allow me to continue. I went back to my Account Book and deleted the service charge and interest owned amounts. However, now the amounts shown on Service Charge and Interest Earn...How do I insert ISBN numbers starting with 0?
couple of ways
select the range where the ISBN numbers are going into and choose format /
cells - text
enter them using an ' in front of each one (e.g. '0123123213) the ' won't
show when printed or viewed
enter them with spaces or non-numeric characters
Let us know how you go
"Chris" <Chris@discussions.microsoft.com> wrote in message
be a little respectful when asking for help. write the query in the body
of the message.
-------------------...Where to get Data Migration Framework 3.0
Can someone tell me where to download the Data Migration
Framework version that works with MS CRM 3.0?
Thanks in advance
"Samuele Marconcini" wrote:
> Can someone tell me where to download the Data Migration
> Framework version that works with MS CRM 3.0?
...Changing tax forms in MS Money 2004
Is there a way to add/change tax form categories and tax form line
categories in MS Money 2004? The old MS Money version I had before used a
".TXT" file that allowed you to edit tax lines but that seems not to be the
case in MS Money 2004.
In microsoft.public.money, Oscar Hoogland wrote:
>Is there a way to add/change tax form categories and tax form line
>categories in MS Money 2004? The old MS Money version I had before used a
>".TXT" file that allowed you to edit tax lines but that seems not to be the
>case in MS Money 2004.
See Taxes->T...Business Portal 2.0 Installation on GP 7.5
Has anybody successfully implemented Business Portal in
I have set up Business Portal on a notebook which acts as
the application server, web server as well as terminal
server for demo purposes. I have tried to access the Great
Plains windows from the tasks hyperlink in each center but
I failed. I get error messages. I am also not able to view
published FRx reports from the portal. It seems that I
need to know SharePoint to modify the pages & web parts
but I am unable to find any relevant helpful documentation.
Can anybody help me?
...Formula Help? #3
if i have the following table, what is a formula i can use
to pick up both male and female Construction and total it
all up, so it comes to 28?
1991 Full time part time casual self employed
manufacturing 1 2 3 4
construction 2 3 4 5
wholesale 3 4 5 6
retail 4 5 6 7
communications 5 6 7 8
accomodation 6 7 8 9
finance 7 8 9 10
education 8 9 10 11
health 9 10 11 12
government 10 11 12 13
manufacturing 1 2 3 4
construction 2 3 4 5
wholesale 3 4 5 6
retail 4 5 6 7
communications 5 6 7 8
accomodation 6 7 8 9
finance 7 ...crm help 11-16-05
Hello to everybody,
I'm a new CRM user and newsgroup mailer too!
Somebody can help me to find a good CRM tutorial?
Some CRM structure example ?
Hi David. Which version? The Documentation CD contains all the information
you need. They are in PDF format.
d> Hello to everybody,
d> I'm a new CRM user and newsgroup mailer too!
d> Somebody can help me to find a good CRM tutorial?
d> Some CRM structure example ?
d> Thanks...How do I undo or delete the auto MS Clip Organizer?
I allowed the MS ClipArt Organizer (in MS PUB 2003) to manage all my images
on my system automatically (major slip of the right index finger) and
discovered I have way too many images available. Doesn't make it practical to
manage removing them manually. I would like to redo the process, eliminate
numerous images added to the MS ClipArt organizer but can't even figure out
where or what file the catalog is written to. Does anyone have any
suggestions re: this dilema? Many thanks in advance. I can also be reached at
firstname.lastname@example.org. Thanks ... Terry
Re-name the MStore10.mgc to...