Import Updates to Data in the CRM
I have a need to import a large amount (at least a few thousand) of data
updates into my CRM - this is specifically limited to Client data, which
may make it easier. On a quarterly basis I receive a file containing
updated statistics, addresses, etc for my clients, and I need to batch
update my CRM with this information.
Does anyone have any suggestions on how to do this?
I am a newbie but I have been using this:
I think there are some built in ways to do simple imports as well.
"...MS Outlook toolbar does not have CRM toolbar installed
I have a user running on a XPSP2 machine with Outlook 2K3 with CRM 3
installed. The CRM install is for online only. Recently, the ability to
'track in CRM' has not been functioning. After looking at the laptop myself,
the CRM toolbar is enabled however nothing in CRM is functioning. It will
highlight as you move the cursor over the different buttons but nothing
All updates have been installed and there is only one patch for CRM
installed, KB913270. I've checked Event Viewer and do not see any errors. I
have also tried disabling and then enabling the tool bar again ...Problem with changeing font on visio 2003 in polish version of it.
I'm using Visio 2003 (polish version) and windows XP (also polish
version). I don't know what happend but since last few days I had a
problem with visio. When I'm trying to change font in box on the
diagram I get error message saying "Number is not valid" and change
any kind of help will be pleased
...Troubleshooting same Word versions
In our office, my coworker and I have the same version of WORD and XP, but
her view of the exact same document is different (wrong). Mine shows up
correctly. We've checked everything we know to check such as VIEW, Tools,
Page Setup, settings, etc...and everything matches. Any ideas?
In what way(s) does it differ?
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
"Peggy" <Peggy@discussions.microsoft.com> wrote in message
&...Incompatible CRm database
Dear CRM man,
I have Microsoft CRM 3.0 that was upgrade from CRM 1.2.
The SQL 2000 installed on same machine with CRM 3.0.
And we have a mapping entity problem in CRM that make us to repair CRM.
Microsoft already remote our CRM machine, but they were surrendered
So we decide to troubleshoot this problem by ourselves
Anyway, we have read from "Microsoft CRM 3.0 Implementing Guide.PDF" (page
So we decide to uninstall, and leave the database intact...
before did it, we have also backup all customization, and all custom
after that, we try to restart the system...Stop using a separate time zone in CRM. Use the Windows time zone
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 "I Agree" in the message pane.
...picklist Synchronization in CRM 3.0 to 4.0
I have created a custom picklist in crm3.0, where VALUE of picklist
are different than the Value of CRM4.0 pick list. Does it impact
while Synchronization, i mean when migrating from 3.0 to 4.0?
One value is 1
Two value is 3
Three value is 2
Four value is 5 (HERE Value 4 is no longer, its deleted)
One value is 1
Two value is 2
Three value is 3
Does is required the same order value in both version?
I have migrated the system with custom picklist and they are migrated
and appeas as they were in CRM 3.0 .
...Email in Outlook and CRM
Once I Track and email in CRM, can I now delete it on the exchange server?
Will it still be in the CRM or is it really just a link?
Client Solutions Manager
Once you've tracked an Outlook email in CRM it will remain in the CRM Server
even if the email is removed from Outlook/Exchange. The only way to remove
it from CRM is to delete it from CRM.
This posting is provided "AS IS" with no warranties, and confers no rights.
"Kyle Conquy" <KyleConquy@discussions.microsoft.com> wrote in message
news:82E4CBA3-9398-476D-AF8E-C00...Exchange Full Administrator
I was unable to install "MS Exchange Messaging And Collaboration Services".
It always prompt that it requires "Exchange Full Administrator at the
organization level". What are the "Exchange Full Administrator role"?
Generally it will be the account that you ran forestprep with, although you
can specify other accounts as Exchange Full Administrators. First install
System Manager. Once its installed launch it, right click on the
Organization object, and click delegate control. Go through this wizard to
find out the account that already has the proper rights, ...noncommercial header still shows after upgrade
how we get this changed?
Uninstall all versions of Office, install the upgrade and when it asks where
the qualifying product is, insert the HSE disk and point to it.
MVP Microsoft [Publisher]
Tech Editor for "Microsoft Publisher 2007 For Dummies"
"rjmorgan01" <firstname.lastname@example.org> wrote in message
> how we get this changed?
...How to tell if the Exchange version is enterprise
How to tell if the Exchange version is enterprise. I just
took over an exchange environment and i need to know if
the exchange server they installed is enterprise or not
D�j� Ak�m�l�f�, MCSE MCSA MCP+I
Microsoft MVP - Directory Services
www.readymaids.com - we know IT
Do you now realize that Today is the Tomorrow you were worried about
"AJ" <email@example.com> wrote in message
> How to t...How to get file and product version number ?
I want to get file version and product version from ".rc" file. BUT instead
File version : 1,1,0,0
Product version : 2,0,0,1
my function return theses values :
dfileversionLs = 7864320
dfileversionMs = 655380
dproductversionLS = 65536000
dproductversionMS = 327680
dstructversion = 65536
Variables are in my following code :
HRESULT GetFileVersion(char *filename,char* sversion)
DWORD cchver = GetFileVersionInfoSize(filename,&dwHandle);
if (cchver == 0)
char* pver = new char[cchv...Process map about CRM 3.0
Hello! I'm looking for the process map about CRM. I need it to know the
entities which I have to use. Very thanks for your help.
...CRM Deployment/Schema Changes in 1.2
Just came across an oddity in CRM 1.2. Some may remember that 1.0 had a
habit of doubling field sizes in exported schemas. In 1.2, rather than fix
the export, they modified the import to half the size of imported fields.
That makes sense ;) Why not just fix the export?
So if you're doing unsupported things like manually adding fields to the CRM
1.2 schema, make sure you enter double the size that you actually want
created, or you may run into a "data out of range" error.
For v1.0 I ran into that very issue for a customer that had a huge number of
fields and spent way...CRM 3.0
Please let me know how could I customize the navigation panes. For example,
I would like to remove links to Quotes, Orders and Invoices that appear in
the navigation pane on the left of the Opportunity form.
On 22 jan, 09:31, "Hrvoje Vrbanc" <hrvo...@recro.hr> wrote:
> Hello all!
> Please let me know how could I customize the navigation panes. For example,
> I would like to remove links to Quotes, Orders and Invoices that appear in
> the navigation pane on the left of the Opportunity form.
> Thank you,
I...Upgrading from 2004 to 2005
I am considering upgrading from Money 2004 to 2005. Would it be best to
uninstall Money 2004, before installing Money 2005?
In microsoft.public.money, Rod wrote:
>I am considering upgrading from Money 2004 to 2005. Would it be best to
>uninstall Money 2004, before installing Money 2005?
No. You can copy your Money 2004 file to a name such as rod05.mny.
When you install Money 2005, it will ask if it should uninstall
previous versions. Say no. Then let Money 2005 create a new empty
file without a Passport (select Decline). Do an internet update and
confirm that Money 2005 is ...Problems installing Sample Database on SBS2K3,CRM 1.2
When running the sample databse wizard I get the error
message "The currently logged-on user does not have a
Microsoft CRM license. Please contact your system
administrator." I'm using the same account I used to
install CRM, the administrator account. I have no problem
bringing up MS CRM (http://mscrm) & logging in with this
account on the server, however it isn't listed under
users in Settings>Business Unit Settings>Users. Also, its
not listed in the deployment manager under user
manager>Adventure Works Cycle. I've found 1 reference to
this specifi...Reports Missing after Upgrade
I upgraded a client to 4.0 and after the upgrade all of the default reports
are missing. I can get the report server URL. Any one have any suggestions?
...sql server conflicts between versions?
I am using firebird 2.0 database for my application. It runs at our client
site very well. But one day it did not work. Finally we found the client
installed some other application, that used lower version of firebird.
Now we are planning rewrite our application in .net and use sql server
express as database. Since much more applications use sql server than
firebird, will the firebird problem happens in sql server as well? I mean if
I use sql server 2008 express, if my client installs different versions of
sql server or sql server express before or after installing my app...evaluation version of server 2003
is it possible to find somewhere in the web the evaluation version of
Windows server 2003. I need this version for a test network, because all my
custumers have this version of server.
"Uwe Conradi" <firstname.lastname@example.org> wrote in message
> Hello everybody,
> is it possible to find somewhere in the web the evaluation version of
> Windows server 2003. I need this version for a test network, because all
> my custumers have this version of server.
I...CRM 3.0 Relationship entity
I have a question about creating relationships between entities. Currently,
I need to create bunch of relationships from each opportunity to multiple
accounts.I defined all the roles for these accounts and created the
relationships from opportunity to account successfully but the problem is
when I go to the corresponding account, I can not see the relationship
created from the account to the opportunity.It obviously creates the
relationship,one-way, from opportunity to account and does not automatically
creates the backward relationship. Is there a way to automate the two...Printable manuals GP version 10.0 on Windows 7
I have a client that has installed Windows 7 Professional client operating
system. They are on version 10.0. The Printable manuals that are accessed via
the ? help button do not open. The table of contents of the manuals is
available but when you click on a particular series it does not open. They
have installed Adobe PDF version 9 latest service packs but this has not
fixed the issue. If i locate the manual through windows explore and the
documentation folder under GP i can open the manual.
Can anyone assist?
...Error while connecting to Datasource for CRM Dashboard
I created a new document on sharepoint site, then i draged the Office
PivotChart from Web Part List.
When i click on Connect to an external data source
I am getting the following error
Internet explorer has encountered a problem with an add-on and needs to close
add-on name : OWC11.DLL
Version of IE is 7.0
MS Office installed is : Office 2003
...CRM Email 05-12-04
I just installed SFO successfully, however whn i try to
send send an email that i created using the crm email
button it fails to send.
A Microsoft CRM box comes up: "An error has occured. For
more information contact your system administrator."
Any suggestions are greatly appreciated.
Is your Exchange connection OK? Can you send email from Outlook via Exchange
(i.e. not a CRM email)? Does an nslookup <server> from the client resolve
correctly to the server?
Also, try this,
Go to: C:\Program Files\Microsoft CRM\Client\res\web and edit the web.config
I am getting an error that says "Specified Module not to be found"
when choosing full-text indexing tab in Exchange System Manager.
My system is Exchange 2003, and Windows 2003.
Picture screenshot is attached.