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...help need with VC 6.0 IDE and mfc
First let me explain the scenario where i m using this requirement.
We are Using CustomAppWizard and designing a wizard .One of the wizard
pages will Insert Composite controls as many as the user wants .
1.So i should be able to dynamically insert ATL controls without using
Insert Control Dailog.
2. can any one tell me how to dynamically create Template file in
TEMPLATE folder of resource view .
3. I want to include many files created by templet files and add them
to build by editing newproj.inf
Is it possible to do this.
4.I would even like to know if i have 2 ifles in my C drive h...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...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
>...Vlookup returns "0"
I am using the following formula
and it is returning a zero if there is no data found in
that cell. If there is no data found I would like it to
How can I do this?
There are a couple ways so do this. One is to test it, which makes for
doing the VLOOKUP function twice.
=if(VLOOKUP($A$1,'Data Sheet'!$A$11:$BH$15,3,FALSE)=0, "" ,
This gets a little messy. Better yet, and simpler is to hide the original
cell (column, whatever), an...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??
...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...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
>...Showing 3:54PM instead of 3:54:03PM
How do you get rid of the seconds in the time area. I have changed the
formatting in the time. I use the excel file as a data source. I include the
time in the mail merge. It always shows up with the seconds in the time. Very
it may be formatted as text, so won't respond to changing the time format.
if it is text, the TIMEVALUE formula will convert it to a decimal-based time
value which can then be formatted by using Excel's normal Number formatting--
to get rid of the seconds.
> How do you get rid of the secon...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 ?
...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...Outlook Client #3
I have recently installed crm outlook client for one of my users and then
also installed the 2 rollups for version 3.0 . Unfortunately outlook is
still restarting even after the rollups. Kidnly advise the necessary
solution that resolve the problem.
Please clarify, outlook loads and then crash "restart"? Has Office applied
with latest Office update?
Frank Lee, Microsoft Dynamics CRM MVP
"Faiz Amir" wrote:
> Dear All,
> I have recently installed crm outlook client for one of my ...Rounding Numbers #3
I have a list of values as below:
I would like to create a formula that rounds the values to the nearest 0.05
eg. Round 476.14 to 476.15, 361.99 to 362.00, 375.36 to 375.35 etc…
Is there anyway that I can do this?
> I have a list of values as below:
> I would like to create a formula that rounds the values
> to the nearest 0.05 eg. Round 476.14 to 476.15,
> 361.99 to 362.00, 375.36...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...how do I import my contacts from IncrediMail 2.0 to MOutlook2007
I am new to using microsoft outlook 2007 and am searching for a way to upload
my contact list, from Incredimail 2.0 to Outlook 2007. Any help would be
definitely appreciated, thanks!
How do I save my IncrediMail Address Book and move it to a different
In Outlook - File --> Import and Export ... import the CSV file created via
process noted above
Karl Timmermans - The Claxton Group
Co...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...SetWindowsHookEx #3
Could someone explane to me what is the purpose of dwThreadId, the last
member of SetWindowsHookEx function?
I've expected that this is a thread id with which hooks is associated. That
means that hook is getting only messages produced by this particular thread.
But it looks like I'm getting system wide messages anyway. so could somone
make it clear for me?
In fact I need to process a mesages of only one window. I know the thread id
of that window. But! this thread is not in my process! And I don't want a
real system wide hook because it slows down the box.
Ok, I think ...RMS 1.2 vs 1.3, plus integrate with Great Plains
1.) I am working on an assessment for upgrading our current RMS software from
1.2 to 1.3. My assessment will take in account the benefits, broken down by
store operations (Retail) and the benefits to IT. Also, list risks and
potential problems that might be experienced. We currently have 28 stores
with 3+ registers per location with another 22 new stores on the schedule
over the next 2 years. Are their other in this group of similiar size that
have done this upgrade to the new version?
2.) If we do not upgrade the software, can we still integrate the RMS to
Great Plains? Would we...Report to show Item Class Distribution Amounts
We would like to create a report, using Crystal Reports, that would show the
following: dollar amount break down of the Sales Distribution accounts (COGS
and Sales) per item class based on a date range. What is the most accurate
way of going about this? We could only think of this method: (in short) sum
the Ext Price based on SOP30300.CSLSINDX and SLSINDX and hope it matches the
SOP10102 summed distribution amounts. Any advice would be appreciated.
Thanks in advance.
With the SLSINDX you would use the Extended Price and the CSLSINDX you would
use Extended Cost. You would probably ...isinteg reports configuring tstmgr failed : ecBadVersion
we have lost our mail after NAV did it's worst.
have performed eseutil /p and /d as suggested elsewhere
now get error from isinteg
Update - have now sorted this thanks
...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...