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: ...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.
...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...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 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...Send to certain person using specific email account
I send an email to a certain receipient but don't want to use the
default email account.
Is it possible that when I send to them (plain text) , that it will
choose the other account I want to use to send it? Please advise how I
set this up.
I do not believe that this can be achieved automatically through standard
use of Outlook as you need to manually specify the name of the account to
send from if different than the default.
However, it would be possible using the Outlook object model. An Addin would
need to be developed that monitored each mail item prior to sending. If the
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...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?
...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...HELP Recovering addresses and email from Outlook 2003
I had some serious driver issues that required re-installing XP from
disc. I did use the backup option and have a backup of all the old
data. And of course had to reinstall Office 2003.
Will third party software restore my old email and addresses or am I
out of luck?? Thanks for the help
> I had some serious driver issues that required re-installing XP from
> disc. I did use the backup option and have a backup of all the old
> data. And of course had to reinstall Office 2003.
> Will third party software restore my old email and addresses or am I
> out of lu...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 ...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...Multiple copies of email in "Forward to"contact
I am running Exchnage 2003. My CEO has a conatct in our organisation that
refer to his blackberry contact. I have set the forwarding to also keep a
copy in his mailbox.
What happens is that three copies of his forwarded email hit his blackberry
account! Only one hits his internal mailbox.
What I ahve determined is that the front end Exchange server seems to be
creating the additional copies. Is this how its meant to be (don think so cos
its such a nuisance and my CEO keeps complaining about it).
How do I tell the front end server that this guy's mail server is the one
that...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...Service Products Tracking.
We run a workshop repair service, what is the best way to track customers
products, as it seems unfeasible to add products when booking an over the
counter repair order in CRM.
I would like to track repairs against machine manufacturer to do simple
reporting like reliability against brand etc.
I would recommend the following as the product you sell is a service I would
create the service as the product i.e. create product Start-up costs, hourly
To track brand reliability I would create one or more custom entities which
contain the brand and maybe even their products. T...Sending Email #6
When sending e-mail I heep getting it bounced back with
the following message;
Your message did not reach some or all of the intended
Sent: 1/12/04 4:34 PM
The following recipient(s) could not be reached:
'name' on 1/12/04 4:34 PM
553 sorry, that domain isn't in my list of
allowed rcpthosts (#5.7.1)
Why does this keep happening? Receiving e-mail is not a
Generally, this error message means that the email address to which it
refers is not accurate. Go to your address book and carefully check the
spelling and ...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...Spam is a big big problem
Spam is a big big problem
...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
>...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...Strange problem
We have been rolling out new Windows 7 workstations (all new computers) at
work over the last few months and a strange problem has developed. Prior to
Windows 7 we were using Windows XP with Office 2007.
The problem is, we have a workbook which uses a UserForm for filling in all
required information. Prior to rolling out the new Windows 7 workstations,
the workbook and UserForm were working flawlessly (for over a year) and they
still work flawlessly on the first 3 Windows 7 workstations but on the last
2 workstations we rolled out if you open the UserForm and leave it open for
...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...HELP! Outlook POP3 problem(s)
Hello. I am so lost. I have a few e-mail accounts set up on my computer
which retrieves my mail from a couple of different providers and deposits the
mail into my Outlook Inbox. Up until yesterday, my mail always has worked
fine. For some strange reason, my Outlook is now (Again) retrieving my
messages from all of my accounts I had set up, which are all duplicates of my
messages. There is now nearly 4,000 duplicate messages in my folders. I
can't seem to stop the download of these already retrieved messages. To top
things off, a couple of my email account login windows keep p...