Business Portal 2.0 to 5.0/5.1 Test/Production Upgrade Scenario
I'm trying to plan an upgrade for a client from Business Portal 2.0 to
Business Portal 5.0/5.1. They haven't decided if the new platform will be 32
or 64 bit yet, but the scenario should be very similar. I'm planning on
running the setup on a new server for a testing period and then that server
will become the new production server when we do the final cut-over. My
primary question is that once I have Business Portal installed on the new
server for testing, what steps must I take once I do the cut-over to
production. I was planning on just getting the GP 2010 upg...MS Outllook 2003 with Business Contact Manager Backup/Restores
Need some help with what the procedure is to backup
Business Contact Manager data from a single user license
system and restore it on another backup system I have.
This needs to include the opportunities and other data
linkages made on the system being backed up. Tried doing
an export / import but based on some info I saw on the MS
Office Web site this won't work!
Would appreciate any help!
There is a backup/restore function for the BCM database on the file menu.
"WHY" <Hnyda@mindspring.com> wrote in message
n...Default Opportunity views are ignoring closed state?
There are a number of 'system views' for opportunites like "Opportunities
Closing Next Month"
These views all seem to include already CLOSED opportunities, which does not
make any sense! And, as system views, it does not appear I can 'fix' the
I can create new views that do what is expected, but this does not seem like
Can I hide the system views?
Am I doing something wrong?
...Money 2005 Small Business #4
When I create an estimate it is printing an invoice instead, in other words,
with the estimate box marked, when I print out estimate it says invoice at
the top. Can ayone help me with this problem?
In microsoft.public.money, Chris Jones wrote:
>When I create an estimate it is printing an invoice instead, in other words,
>with the estimate box marked, when I print out estimate it says invoice at
>the top. Can ayone help me with this problem?
Be advised that this and the other two times you asked the same
question were posted.
I suggest you be patient until somebody wh...Workflow
As a services organization, we'd like to create a case record automatically
when an opportunity record is closed as "won". Has anyone figured out a way
to create a record off of a "status change" of another record?
It would involve the CRM Workflow Manager and the CRM SDK.
In the workflow manager, you create a rule, call it "Opportunity Won", for
the object "Opportunity", and the event is "Change Status".
In that rule, you check for opportunity status set to Won and post a URL.
It will look something like:
When opportunity st...Activities for an Opportunity Order
Is there any way to have activities for an Order in an Opportunity rollup and
appear in the Activities/History for the Opportunity? They show up for the
related account, but it would be helpful to be able to see these in the
On Apr 20, 12:10 pm, Rick M <R...@discussions.microsoft.com> wrote:
> Is there any way to have activities for an Order in an Opportunity rollup and
> appear in the Activities/History for the Opportunity? They show up for the
> related account, but it would be helpful to be able to see these in the
> related Opp...Reports in Money Small Business 2004
Since "upgrading" from Money SB 2002 to SB 2004, when I
run a Sales Analysis Report (ie, "All Projects" or any
project for that matter) . . . NONE of the sales/invoices
are included (except as $zero) for the dates BEFORE
I "upgraded" the software. The paid (or unpaid) invoice
(s) for all of the projects are still there, showing the
correct amount of money, they are not, however included in
ANY type of report I try to run. In other words, I can
ONLY get totals within a report SINCE I "upgraded" (since
6/1/04). IF I were to run any sales reports...Free/Busy
I would like to know if there is a way to suppress or prevent Free/Busy
information from showing. I've gone through the procedure below, but all
that does is display free/busy as "blank".
I am wondering if there is a way to configure Outlook 2003 (SP2) Or Exchange
2000/2003 to prevent the display of any Free/Busy information for specified
users. Specifically, I would like the free/busy to show the "no information"
Publish Free/Busy for "x" number of months:
- Launch the Outlook
- Click on the [Tools] pulldown menu
- Select [Options]...Free Live Webcast on Visio and Business Process Management
Visio and Business Process Management
Tuesday, February 21, 9am PST
Business Process Management is a rapidly growing software category that is
projected by Gartner to exceed $1B in revenue by 2008. Process discovery and
modeling are also becoming critical to businesses in their compliance
management efforts. This month, we have two partners - Harvard Computing
Group from the U.S. and Qualigram from France - who will demonstrate their
solutions for this webcast.
Our February webcast presenters h...Office 2007 Small Business (MLK License)
Helping a new business that has purchased 3 OEM MLK licenses for Office 2007.
They will upgrade 3 new pc's to Windows 7 but do not have media to install
Office 2007 SB. Where can they find the media that will work with their
If too much time has not elapsed
"Evigny" <Evigny@discussions.microsoft.com> wrote in message
> Helping a new business that has purchased 3 OEM MLK licenses for Office
> They will upgr...Replicate free and busy
I am using the InterOrg Replication utility to replicate
public folders and Free and Busy information. The public
folders portion is working and one direction of the FB is
My Exch5.5 users can view the FB schedules of my Exch2003
users. However, my Exch2003 users cannot view the Exch5.5
users schedules. I get "Unable to get collector from
folder Ex:/o=organization /ou=site' on server [Exch2003].
I have created mail-enabled contacts on Exch2003 for some
of my Exch5.5 users. And as per KB316022, they all have a
legacyExchangeDN attribute -
/o=Exch55-org/...View Filtering and Access Controls for Business Units
I am trying to implement MS-CRM for my company. We have multiple Business
Units . I need to give views to each Business Units so that they see only
their own Contacts/Accounts/Opp lists. How do I accomplish this ?
Also, If I gave inter business unit acesses , how do I make sure that the
one business unit users can not modify any fields on other's Business Unit's
Thanks in advance for any help,
This is quite easy to do with CRM. Assuming you have already created your
Business Units in CRM, you can view a security role within one of the
Business Units and a...Field mapping for Opportunity Products
Why I can't add some field mapping for OpportunityProduct system
relation with Opportunity? I need to know the default pricelist that
was assigned for an Opportunity when I am at OpportunityProduct form.
...SQL Server Sort Order for Business Portal
Our existing SQL Server database for GP uses a Binary sort order. We are
trying to install Business Portal (using Windows Share Point Services) but
the the install instructions says it can only be installed on SQL Server with
sort order 52 (Dictionary Order, Case Insensitive). If we create a new SQL
Server instance using sort order 52 for Business Portal, are there any issues
we may run into in the future regarding data exchange with GP?
You can either create a new SQL Server instance using DOCI or you can let the
system install SQL Express which will automatic...Printing business cards #11
I've created my business cards in Pub. 2002 and print preview shows
everything perfectly. However, when I print each row seems to print a little
too hgih into the next until finally the last row of cards has a .25 inch gap
at the bottom. Seemed to me it might be a feed problem with my printer, but
I printed a test page and it was not skewed. I even tried adjusting ( in Pg
Setup) the vertical gap between the rows and that moves the printing too
much. Hope my rambles make sense. I've been messing w/ this off and on for
3 days now.
It does sound like ...Business Contact Manager in 2003 missing
My trial version contained BCM but the Pro version of
2003 seems to be missing this great app. Is it supposed
to be there?
If you have already installed Outlook 2003, then you need to install the BCM
from disk 2. Ensure that you are NOT using an Exchange server in the
profile with the BCM as it is not supported and will cause the BCM to not
Milly Staples [MVP - Outlook]
Post all replies to the group to keep the discussion intact. Due to the
Swen virus, all e-mails sent to my actual account will be deleted w/out
After searching google.groups.com and finding no answer
...Apply account's pricelist to opportunity
It seems like a bug:
All accounts have a default price list
When I create an opportunity from the account, the price
list is correctly copied to the opportunity.
However, when I create an opportunity from the Opportunity
tab is Sales, the price list is not copied?
This is because the pricelist cannot be known when the
form is popped, as the account / contact is not known.
>It seems like a bug:
>All accounts have a default price list
>When I create an opportunity from the acco...Delivery Status Notification (Delay) on mail from business domain to AOL
I don't believe this is the right place to post this, but I'm not sure where
to go. When we send business correspondence to AOL, we get a Delivery
Status Notification (Delay) message for all messages. I'm fairly certain
that it's not related to the AOL spam filters as I tested it on an account
that had the spam filters turned off and still got the Delivery Status
notification message. Has anyone ever seen this problem before? What is
Some server between you and the recipient is delaying the messages - it
might be AOL, it might be some other server. You c...create an opportunity using webservice
I was trying to create an opportunity from the webservice.
CrmService servo2 = new CrmService();
opportunity opp = new opportunity()
opp.name = "test";
It return a SoapException at the "create" line:
Server was unable to process the request
Can anyone help me?
Thx a lot
You need to specify the potential customer to save the opportunity.
Does anyone know if you can display the rights granted to users (via Outlook
client) in the Exchange System Manager? For example: If one user grants
another user Author rights to his Calendar, is there a place in ESM that I
can see this? I looked at the Mailbox rights in ADUC, but that doesn't
display it. Thanks!
On Mon, 28 Aug 2006 09:18:02 -0700, Scott
>Does anyone know if you can display the rights granted to users (via Outlook
>client) in the Exchange System Manager? For example: If one user grants
>another user Author rig...RETIREMENT INCOME FOR LIFE
RETIREMENT INCOME FOR LIFE
...Invalid Site Owner
I've been working for days trying to get GP Portal for GP 10 installed.
I have a single MOSS server, and backend database servers.
The applications work, administration works...everything seems fine.
When I try to install BPortal, I can't get around this error:
Invalid site owner
The existing Business Framework Login ID or the password is invalid. Please
verify this information and try again.
There are exactly 2 articles on customer source addressing this....I have
attempted each work around. One article says to rename the domain, which is
NOT an option.
I have totally rebu...Outlook 2003 w/ Business Contact Manager question
We recently upgraded our Outlook to 2003 and are
interested in adding in the Business Contact Manager
software. My question is this: We DO NOT have a server,
can Business Contact Manager be shared? I know that
Outlook 2003 has a way that you can share schedules over
a Free/Busy service that Microsoft offers for free. Can
this be done with Business Contact Manager?
To my knowledge a BCM database can't be shared at this point.
BCM does have its own newsgroup at:
"Dawn" <anon...RESOURCES setup but sometimes the free/busy time doesn't show
I setup a bunch of resources per this article for Exchange 2003...
....but I've noticed that sometimes when users schedule something, it doesn't
show up as being busy to other users. If I open that resources account in
outlook, click on the calendar and the close Outlook, then the free/busy
Is there a better way to do this? Ideally I would think that the free/busy
time should be updated alomst instantly without having to open the resources
Thanks for the help.
...change business card printing from 10 to 8 on a page?
Some how Pub reverts back to a 10 per page even when I org set it up a 8 per
how do I change it back to 8
What version Publisher are you using?
2003 and below, Page setup, Business cards, click *Change copies per page*...
..5 Horizontal Gap
..5 Vertical Gap
This setup will print with crop marks, if you don't want the marks, on the print
screen click *Advanced Print Settings*
2007, File, Page setup, Advanced (on the right) select *Multiple pages per
sheet*, change the margins to those above. Give the setup a name, it will be
available next time you nee...