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  • Forum Post: Error on accessing CRM client

    i.pranay
    I recently started working with CRM, so as a first step i have installed a CRM on a server and CRM client on my machine. When i try to start CRM web client or throught outlook, i get an error popup saying: An error has occurred. For more information, contact your system administrator. I can also...
    on 21 Aug 2008

  • Forum Post: edits to custom text fields disappear on Save or Save and Close (3.0)

    Kathybb
    I have attempted to add custom text fields to both the account and contact record. In both cases, edits to the field when creating a record are saved normally, but trying to update the field in the record causes the changes or additions to disappear on Save or Save and Close. I've removed and recreated...
    on 22 Aug 2008

  • Forum Post: Re: Very New to CRM

    Leon Tribe
    If you have the requirements and a fair idea of their current business processes, the next step is to work out how CRM fits into this. If you don't have it already, download the demo VPC and user's guide from Microsoft downloads. Once you have this you can work out where the gaps are and how...
    on 27 Aug 2008

  • Forum Post: Re: bulk input of company and contact from csv file

    Leon Tribe
    Welcome aboard. The 'internal key' is generally referred to as the GUID (pronounced goo-id). Using the import wizard, the best approach, as it sounds like you've discovered is to import the accounts, extract the GUIDs and name, match them up to the contacts via a vlookup and import the contacts...
    on 28 Aug 2008

  • Forum Post: Adding button to an entity toolbar in crm 3.0

    prabhakar rao
    Hi everybody, I want to add button to an entity(like account) toolbar, if i click that button it will show another entity new form(like contacts). this is my requirement.Can anyone help me how to acheive this requirement ? Pls provide the detailed information. Thanks Prabhakar...
    on 28 Aug 2008

  • Forum Post: Re: Data Out of Range Error while adding new CRM user

    Wes Weeks
    Best guess is that you have too many characters in one of your fields. Name too long, etc. You can look at the entity attributes for the systemuser entity to see what the allowed lengths are and that might help. You could also try enabling tracing to find the cause. You can download the 3.0 Debug...
    on 3 Sep 2008

  • Forum Post: Re: Duplicate an entity instead of recreating one from scratch

    Wes Weeks
    There isn't a copy entity function per se. You could export the contact entity and edit the configuration xml by hand to create something nearly identical but there are a few relationships/fields you wont'be be able to include (like customer) because they are system entities and not enabled for...
    on 3 Sep 2008

  • Forum Post: Export Bulk Data in CRM 3.0

    CRM_TEKSPORT
    I am trying to work on a major project. I need to export a segment of my CRM system including activites, notes, and hostory for select contacts. Is there a tool or way to perform this. Any help / advice / tools or resources would be very helpful. I am currently using CRM 3.0. There is a way to export...
    on 14 Aug 2008

  • Forum Post: Re: error importing a CSV file

    Leon Tribe
    I can't see an attached file but this error msg can display if the file contains carriage returns in it. Often these crop up if the source of data is something like Outlook which dumps into csv format without stripping these out. To clean up the data, isolate the column giving you grief and use...
    on 10 Sep 2008

  • Forum Post: Re: Why upgrade CRM 3.0 to 4.0?

    Leon Tribe
    The best place to go would be the 'what's new' guides but here are a few changes: -Can handle multi-currencies for opportunities -Can handle multiple languages on the one implementation -Much more freedom in defining relationships between entities -Multi-tenancy (can have multiple company...
    on 16 Sep 2008

  • Forum Post: CRM 3.0 - All Cases Assigned to One User, Need to Revert

    Kelli
    The current System Administrator disabled the old CRM System Administrator and Bulk Reassigned the old SAs cases to himself. He somehow reassigned all the cases in the DB to himself. I am trying to find out if there is a table that includes the transaction history of cases or if there is someway to revert...
    on 17 Sep 2008

  • Forum Post: Re: Leads/Contacts/Accounts/Opportunities

    Leon Tribe
    Generally speaking the definitions are quite flexible but here is the common definition: Lead: An unqualified opportunity. This could be as simple as a business card or a conversation overheard in a pub Contact: The individuals your business interacts with during the normal course of the day (normally...
    on 26 Sep 2008

  • Forum Post: Re: Upgrade: CRM 3.0 > CRM 4.0 - with the data migration?

    Leon Tribe
    The implementation guide is a good start: http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang=en This takes you some of the way there. The rest you should be able to piece together from the forum posts and Google. The short version is...
    on 28 Sep 2008

  • Forum Post: Re: Microsoft Office Information Bridge Framework

    Leon Tribe
    There was a component called the Bridge Framework and it was great. Microsoft themselves used this in some of their demos and the part of it people remember was the ability to adjust a quote in Word and send this information directly back to CRM from the Word screen. The bad news is it was available...
    on 29 Sep 2008

  • Forum Post: Re: Uploading from one crm system to MS Crm

    Leon Tribe
    Short of developing an import utility or using a third party tool like Scribe, if you can extract the data out of the CRM into csv format, you can import it using the standard import utilities that come with CRM. Leon Tribe
    on 29 Sep 2008

  • Forum Post: Re: keeping the history of previous owners of accounts?

    Leon Tribe
    This is a function of the security settings you have against the account-opportunity relationship. If you go to settings and look at the relationship you should see it set to cascading, which means security flows down to the child entity. Adjust this security and ownership of the child records will not...
    on 29 Sep 2008

  • Forum Post: viewing all notes for an account in CRM 3.0?

    Vicky Reeves
    We use the notes tab a lot to enter notes on a call with a prospect, but some people will put notes against the lead, or opportunity or contact or against the account, so to see what's going on, you have to go into each of those and view the notes in several places. Is there a way of viewing all...
    on 25 Sep 2008

  • Forum Post: How to configure which activities are shown in the "Service calendar" view? (CRM3.0)

    Andreu Garcia
    Hi, all: We are using the “Service calendar” view to allow all the sales and service teams can see the whole staff location and occupation. We’ve found two problems in the standard behaviour: (1) That view only shows service appointments for those users that are invited as required participants...
    on 3 Oct 2008

  • Forum Post: Re: Localised sample data

    Leon Tribe
    Save the data into a unicode-compliant text file, NOT a csv. The import tool will read it and bring the data in correctly. Leon Tribe
    on 16 Oct 2008

  • Forum Post: error: source file is corrupt?

    jemma1975
    Hi am getting the above error when I try and import a .csv file into CRM v3 Has anyone any ideas? Thanks
    on 20 Oct 2008

  • Forum Post: Some picklist fields don't allow multi-edit

    Kathybb
    I've customized the Account entity form with several dropdown picklist fields. When I try to edit multiple records, the picklists on the General tab allow me to set them with no problem, while the ones on a new tab I added to the form are deactivated and will not accept multi-edit changes. Has anyone...
    on 2 Oct 2008

  • Forum Post: CRM 3.0 with Vista and Outlook 200 Client on laptop

    Ian
    Wonder if anyone can suggest where to look or how to track down what is going on with this implementation. Running CRM 3.0 on SB2003 server. All works fine for weeks and then go offline in CRM client ready for my user to take their laptop out on the road. When they get back it seems to take forever to...
    on 21 Oct 2008

  • Forum Post: Re: Move CRM4 contact data to Outlook?

    Leon Tribe
    You need to look for the local data rules and modify the rules for Contacts. Leon Tribe
    on 22 Oct 2008

  • Forum Post: CRM 3.0 generating error

    pedalhead
    We have SBS 2003 SP1, CRM 3.0, and a separate server running SQL Server 2005. A few days ago users started noticing their Outlook CRM toolbars grayed out and accessing the website generates an error "An error has occurred." This happens on all platforms tried; XP, Vista, Windows Server 2003...
    on 22 Oct 2008

  • Forum Post: Re: Track in CRM for Appoinments

    Leon Tribe
    In the user options (CRM-Options). On the general tab you can turn off what gets synched between CRM and Outlook. Turn off the 'Appointment' option and it should stop synching. Leon Tribe
    on 27 Oct 2008
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