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...CSV File Problem
Can any one explain why the following problem occurs please?
A colleague has a small list of data which is a csv file exported from SQL.
Column One is a serial number from 1 to 29.
Column 2 is a number of transactions which have occurred.(it should look
like example A below in Excel)
1 475 1,475
2 1732 21,732
3 1670 31,670
4 2176 42,176
5 608 5,608
6 1579 61,579
7 43101 743,101
8 54512 854,512
9 51258 951,258
10 61050 1,061,050
If I double click on the csv file, it opens in Excel but c...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.
I have some code where I calculate this month minus 2 month. This goes fine
until I get to august. When I use DateSerial to deduct 2 month I get to July,
and this makes no sence. I made the following testcode.
Dim MyDate As Date
MyDate = #8/31/2010#
MsgBox DatePart("m", DateSerial(Year(MyDate), _
Month(MyDate) - 1, Day(MyDate))) ' MsgBox = 7
MsgBox DatePart("m", DateSerial(Year(MyDate), _
Month(MyDate) - 2, Day(MyDate))) ' MsgBox = 7
MsgBox DatePart(&qu...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
I am using the following formula:
Where BH24 = 15:21, BG24 = 15:00 (times based on a 24 hour clock)
The answer returned is 0.3, but it should be 0.4. If you round out to 2
places the answer is 0.35. Unless I am missing something 0.35 should round
to 0.4. If I use Roundup, it rounds everything up. What am I missing?
this is due to Excel's representation of numbers (see:
In your case the formula
=(BH24-BG24)*24 does not return 0.35 but
(Just test it and format the resulting cell with enough decima...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...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?
...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??
...Offline folder problems #2
Basically I installed Outlook 97 on my office PC which is
connect to microsoft exchange server.
For some reason all of my messages were copied into
offline folders, this causes a problem, whenever I open up
outlook I get this message.
Upload of offline changes could not be completed you do
not have sufficient permission to perform this operation
on this object. See the folder contact or see your system
I do not administrator access on my user profile, every
time I open outlook it resets everything I have changed
(view etc) and gives that error message. How ...open two different Access reports
I was wondering if i can get some help here. I have two different reports
that i want to open when a user clicks a button to view the reports for
printing. Is there any way of popping them up at the same time in VBA?
Thank you in advance
>I was wondering if i can get some help here. I have two different reports
>that i want to open when a user clicks a button to view the reports for
>printing. Is there any way of popping them up at the same time in VBA?
>Thank you in advance
Yes. Call the DoCmd.OpenReport command twic...OLK 2k7
Outlook is behaving strangly with the "through the selected account"
Each time I restart Outlook the rule fails. When I go in to check on the
rules I get told that the rule is "invalid". and the "SELECTED" account
is no longer selected.
Each time the criteria the account needs to be selected by changes.
For example with the following data
Account Name Email Account
One time I go in and it's asking me to select the account ...outlook 2k2 problem
I am using Outlook 2002 with SP3, and i have not had any problems up
until a week ago. My password does not seem to save even though i have typed
it in correctly in the e-mail acct settings ,and have checked "save
password. It saves it as long as i have Outlook open, but as soon as i close
it, and then later open it again, my password is gone and Outlook asks me
for my e-mail password. So, i re-type and i check "save password". But if i
decide to close Outlook (say for the evening, and shut down my computer or
something), my password disappears the next time i open Outlo...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...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...Sort by Credit Card Type on EDC Detail Report
What do I have to do to get my EDC Detail Report to show different credit
card types, like Visa, MC or Amex. Now under Tender Type, it just shows
Credit card...well...I kinda knew that. How do I fix it?
add tender types for each credit card type rather than just "credit card".
then z out. all transactions after this change will reflect what you want in
"tl" <firstname.lastname@example.org> wrote in message
> What do I have to do to get my EDC Detail Report to show different credit
>...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
>...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 ?
...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...Hyperlink problem #3
I've got two workbooks on a shared drive with hyperlinks
linking the two. When a user clicks on the hyperlink on
the first workbook, it takes him to the second workbook.
Fine. However, when the user clicks on the hyperlink in
the second workbook to go back to the first, the error
message says that that workbook is already open and it
cannot open two files with the same name. Help is
I just tried a small test in xl2002 and it worked ok for me. I use
Insert|Hyperlink to create the links.
Are you sure that the hyperlinks point at the file you want--same folder and
e...Mother of a sumproduct (ish) problem!
At least it is to me - now I humbly beseech your magic :)
A1 to A10 contain 10 unique letters, e.g. A,Q,E...
B1 to B10 contain 10 unique letters, e.g. Z,B,A...
C1 to C100 contain nonunique letters, e.g. E,E,F,E,Q,Q...
D1 to D100 contain nonunique letters, e.g. A,T,F,A,X,B...
E1 to E100 contain values, e.g. 9,1,3,5,7,2...
In pseudo logic, for x = 1 to 10 I want to find each Ax:Bx pairing in
Cy:Dy and sum E when matched. So I want to sum Ey for the rows where [Cy
is "A" and Dy is "Z"], plus each Ey where [Cy="Q" and Dy="B"], etc. for
the sample...Problem with Database Wizard
I'm trying to generate a diagram based on the contents of
an Access database, using the database to provide x,y
coords for instances of a Master shape. It seems I need
to run the wizard twice, first to link a master, then to
generate the drawing. The first bit appears to work OK,
but when I do the second bit, Visio says that there is no
master in the stencil that it can use. But I know the
master is connected, because if I modify the database,
then refresh the shapes, they change accordingly.
Does anyone have any idea why this isn't working for
me ? I'm using Visio 20...