Subject |  | | Modified | Category |
|---|
| | | | V1.2 |
| | | | V1.2 |
| | Today, Microsoft has build an integration tool to integrate Great Plains to Microsoft CRM. At this time, there are no other products that are integrated. Microsoft is referring customers to companies like Scribe to perform this integration functionality with their Scribe Insight for Microsoft CRM tool. Information on this tool can be found at http://www.scribesoft.com/Products/InsightForMSCRM.asp. |
| | | | V1.2 |
| | Successful sales professionals understand that one of the keys to success is a consistent process. Providing a repeatable experience for customers without a well-documented and executed strategy can be a challenge. Once you have created a powerful sales methodology, the next step is determining the best way to apply it uniformly and consistently across your entire sales organization. Microsoft... |
| | | | V1.2 |
| | Amy,
We have a sales force that calls customers weekly to sell supplies. We need to quickly see historical orders and would like to 'copy' or re-order the same products. Can Crm handle this?
Thanks
Dalen |
| | | | V1.2 |
| | Dalen,
Thank you for your question. Currently, repeating or reoccurring orders are not a part of the core functionality of Microsoft CRM. However, with application development using .NET technology this could be done.
Microsoft CRM does have the capability to create Revisions to Quotes. Essentially when you revise a Quote, it is copying all the Product information to the new Quote. ... |
| | | | V1.2 |
| | There are 3 community discussion groups for Microsoft CRM. One that is more Application focused, one that is focused on Development and one that is focused on Deployment.
You can find all 3 at the following website:
|
| | | | General Question |
| | There is a downloads site for Microsoft CRM. The link to the site follows:
If you have any questions on what a specific download is for or how... |
| | | | General Question |
| | How do I created a letter template, and have data from customized fields populate it? |
| | | | V1.2 |
| | Amy,
Where can I order the Training manuals for Course 8308 and 8309? How much do they cost? Are they any good?
Thanks,
Tom
|
| | | | General Question |
| | Hello Tom,
Here is the information on these manuals.
8308 Extending Microsoft CRM with .NET
PMT1-0000-0E00120
List Price : $150.00
8309 .NET Tools & Technologies to Extend Microsoft CRM
PMT1-0000-0N00120
List Price : $100.00
You can order these manuals through Inetium by contacting your Business Development Manager or just let me... |
| | | | V1.2 |
| | Out of the box CRM functionality using the Sales for Outlook Client you are only able to create Word templates using out of the box fields. You are not able to merge into Custom fields.
What you can do however, is from a List view within CRM, export the list to Excel, making sure the custom fields you want are in the list view, save that excel spreadsheet and then do your... |
| | | | V1.2 |
| | Amy,
How about with Crystal Reports? Also, will this be something that will be updated with the coming upgrade? I can imagine that many companies have customized - business related fields, and may need something similar.
Deb |
| | | | V1.2 |
| | Hi Deb,
Yes you can definately do this with Crystal Reports. With Crystal you can add any fields you want and from any table within CRM.
I do not know upcoming functionality around the Mail Merge feature in the Sales for Outlook client, but you are right, it is a need by almost every company. I would encourage you to go to CustomerSource and enter a Product Suggestion. ... |
| | | | V1.2 |
| | Amy,
What are the tables called in CRM to link to Crystal?
Thanks for all your help! I love this "Ask Amy" column, great idea!
Deb |
| | | | V1.2 |
| | Visit http://www.c360.com/Products.aspx to find out about
c360’s FREE Microsoft CRM tools available for download.
The tools available are:
Copy Address Utility - Simplifies the routine task of pulling a complete address block from Lead, Contact and Account records in Microsoft CRM. http://www.c360.com/CopyAddress.aspx
Record Clone Utility - Allows CRM users to quickly and easily make copies of CRM... |
| | | | ISV's for CRM |
| | Hi Amy,
I just installed version 1.2 of the Outlook client and went offlice for the first time. It copied all 9000+ CRM Contacts to my Outlook! Can I prevent it from doing this? How do I keep my personal Contacts seperate. It also copied many appointments to my calander. These appointments weree not created by me?
Tom
|
| | | | V1.2 |
| | Hi Tom,
In the outlook client Microsoft CRM Menu bar, click on Tools>Options. There are 3 checkboxes at the bottom. This is why all the Contacts, Tasks and Appointments came over into your Outlook folders. If you want to prevent this from happening in the future uncheck these boxes.
Also, when you choose the Go Offline button, there is a checkbox at the bottom of the... |
| | | | V1.2 |
| | In the Sales for Outlook client the buttons on the CRM Toolbar will periodically not work. They will still appear on the Toolbar, just when you click it, it will not pull the form up.
If this happens, it is most likely the the Outlook Forms Cache have been corrupted. You can correct this issue by following the steps outline below:
1. Open Microsoft Outlook, and then click Options... |
| | | | V1.2 |
| | An update to the Microsoft Business Solutions CRM Sales for Outlook 1.2 is available to help improve the Outlook client offline synchronization performance, to enable more scalable deployments, and allow for deployments with tighter security requirements. This update also fixes the problem of not having all contacts synchronized when a large number of contacts are in the database.
Please go... |
| | | | V1.2 |
| | The Microsoft CRM 1.2 Feature Pack delivers additional features without additional license fees to Microsoft CRM customers. The feature pack increases the value of the CRM solution in three key areas: closer integration with Microsoft Office 2003, availability of Microsoft CRM Mobile 1.2 and additional feature enhancements.
The attached document will give details on what is included with the... |
|  | | | V1.2 |
| | These slides will help your organization optimize data that is viewed by users. This is also a good source of information for optimizing data that is synchronized to the Sales for Outlook client.
Amy Mayer
CRM Implementation Specialist
Inetium Inc. |
| | | | V1.2 |
| | When you use Microsoft Business Solutions CRM Sales for Outlook (the Outlook client) for storing and tracking customer and lead information, you can use the mail merge feature to create a personalized e-mail message and send it to a list of recipients that you select. You can also use this feature to create labels and personalized letters for bulk mailings.
If you are using Microsoft Word 2002 or... |
| | | | General Question |
| | The c360 Customer Portal will allow organizations using Microsoft CRM to extend their customer service and support functions to the web to achieve more efficient support and service as well as higher customer satisfaction and self sufficiency. The c360 Customer Portal will allow organizations to quickly and easily create a web self service presence that is fully integrated into their Microsoft CRM... |
| | | | ISV's for CRM |
| | Update rollup 1 is available for Microsoft Business Solutions CRM 1.2 Sales for Outlook.
Customers who are not using Microsoft CRM 1.2 Sales for Outlook can still see the benefits in functionality and performance that are provided by this update rollup. They can do this by installing the server components of this package on their servers that are running Microsoft CRM 1.2.
Follow this link to read... |
| | | | V1.2 |
| | WordMailMerge for MS CRM 1.2WordMailMerge is a Microsoft CRM Add-On which creates letteractivities directly out of the Microsoft Word.( Word 2003 or XP).
- Works also with custom fields.
- Make Mail Merges with opportunities and insert also related informations from the accounts.
- Make the selection of the rows (accounts,leads,contacts or opportunities) in Word. No need for SFO.
- Gives you the ability...
|
| | | | ISV's for CRM |
| | | | General Question |
| | Because no two businesses share the same business philosophy and customer relationship management strategy, we've designed Microsoft Business Solutions CRM for maximum flexibility and extensibility. Although some customers are able to use Microsoft CRM directly out of the box, you might find that customizations will be necessary to address your specific business needs. Whether you need to add functionality... |
| | | | ISV's for CRM |
| | If you are thinking of reorganizing your Business Units, Security Roles and Users in Microsoft CRM, there is a new hotfix released that you will need to download. You will need to know your CustomerSource username and password to access the hotfix.
This hotfix is a rollup of... |
| | | | V1.2 |
| | Amy,
When I send a CRM email from the account level and receive a reply, the reply is stored in my personal email queue in the CRM workplace (along with being sent to my Outlook inbox). If I delete it from the workplace queue, it is also deleted at the account level, and I lose the customer's reply in CRM. Is promoting the email to a CRM activity the only way to keep the reply at the account... |
| | | | V1.2 |
| | Sarah -
I believe we have some more investigation to do here.
I delete my emails out of the 'My Work' folder all the time and they stay underneith any record that email is associated with. So if I have a Contact in the To: or From: fields and the Account or Case in the Regarding field, after I delete that email from My Work, it still remains under the Account, Contact, etc...
... |
| | | | V1.2 |
| | Sarah -
Here is the answer to your question:
How to delete an e-mail activity from the My Work folder in Microsoft CRM Workplace (895604)
INTRODUCTION
In Microsoft Business Solutions CRM Workplace, you can use two methods to delete an e-mail activity from the My Work folder. However, the methods produce different results. Use method 1 if you want to remove an e-mail activity from the folder...
|
| | | | V1.2 |
| | Inetium has become an official reseller of CardScan Pro for Microsoft CRM.
The fastest, easiest, most accurate way to capture contact data into Microsoft CRM! It quickly scans and accurately reads printed content from business cards to place the captured contact information in the correct fields of the Microsoft CRM program.
CardScan Pro mirrors the Microsoft CRM structure.... |
| | | | ISV's for CRM |
| | Hi Guys,
I need to import contacts on an ongoing basis, but i notice that the CRM duplicates imported contacts if they already exist on the CRM instead of updating them...
Does anyone have information on how i can import these contacts without creating the duplicates?
Rgds |
| | | | V1.2 |
| | Good morning -
Today, Microsoft CRM does not have any duplicate checking, even when importing records as you have found.
You would be able to do this with a tool called Scribe Insight. This tool is a migration and integration tool that specifically works with Microsoft CRM. This tool allows you to write a script that first looks for duplicate records based on your specifications. ... |
| | | | ISV's for CRM |
| | I would like to share a “Case” with a user. I only want them to see what I share. No other cases. They have a license for “Services”. I created a new security role, and have tried different settings in this security role. I have not been able to lock out other cases. Any suggestions? |
| | | | V1.2 |
| | Hello -
I can get this to work in my test environment.
Here were the steps I took:
1. Created a new Security Role, do not copy an existing role. The only privilege I have given the role is the User Access level on the Case Entity. Leave the default privileges the system provides on the Business Management tab.
2. Give this role to a user.
3. Log into CRM as... |
| | | | General Question |
| | c360 Products for Microsoft CRM Version 3.0
c360 is pleased to present this preview of c360 products for Microsoft CRM. The table below illustrates how c360 products complement and extend Microsoft CRM 3.0
Check out the attachment for in depth product enhancements and what is available.
If you have any questions please let either Ryan or Amy or your Inetium BDM... |
| | | | ISV's for CRM |
| | Amy,
I see it's not possible to create an appointment from workflows? Is there any known workaround? If not, do you know if this will be possible in V3?
Is it possible to create an email from workflow without sending it? I'd like the email created, but would like to send it manually.
Thanks.
Sarah |
| | | | V1.2 |
| | Hi Sarah -
In v3.0, it is still not possible to create an Appointment type activity with Workflow. What you could do is create a Task for the user notifying them that they should create the Appointment Activity. At least there is some kind of notification to the user that there is an action they need to take.
Using workflow to create emails actually sends the email to the person identified... |
| | | | V1.2 |
| | I would like to unshare multiple records. I followed the instructions, but get the following message: "you can only view the access rights for one record."
I own all the records and have system admin rights.
|
| | | | V1.2 |
| | Hello -
We are only able to unshare 1 record at a time. Unfortunately there is no way around this. This is because each share of each record might have different access rights.
Let me know if you have any other questions,
Amy Mayer
Inetium CRM Consultant |
| | | | General Question |
| | Microsoft has posted a Beta/working copy of their training manual for CRM 3.0.
Inetium will keep this site updated as Microsoft Updates their site.
The What's New in Microsoft Dynamics CRM 3.0—Applications course provides the information required to recognize the key differences in the new features found in Microsoft Dynamics CRM 3.0. This 154-page training manual explores new features and functionality,... |
| | | | V3.0 |
| |
- In general, what is CRM's primary purpose for assigning an owner?
- When is the owner assigned?
- Can there be multiple owners?
- Can the owner change?
- Is the owner assigned to the Acct or Contact?
|
| | | | General Question |
| | The owner is used to determine security in the system, it is used in providing data views and also to provide reporting capabilities. Essentially every record in CRM has an Owner associated to it. There might be an Account and the account is owned by a user. There are Contact associated with this Account and those Contacts might have a different owner associated to those records. ... |
| | | | General Question |
| | Are there alternative ways to tying a team of people to an account and/or contract on the service side of CRM?
|
| | | | General Question |
| | Hello -
An alternative way to handle this in V3.0 is to setup a new Entity called Team and then make a relationship to Accounts or Contracts and tie a team of people to that record.
If you would like more in depth details of how to set this up please contact me directly at amayer@inetium.com or call 952-646-0800. I would be more than happy to assist you.
Thanks,
Amy... |
| | | | General Question |
| | Hello
Have recently installed CRM 3.0, created a new team but under the wrong business unit. can't change the business unit as the option is greyed out. Can't seem to delete the team either.
Are there any methods for deleting a team?
cheers |
| | | | V3.0 |
| | Hello and thank you for using Ask Amy.
After you create a team in Microsoft CRM, that team cannot be removed nor is there a way to change the Business Unit.
If this is a team that you do not want your users to use, I would suggest at the moment to change the name of the team to something like 'zDon't Use'. That way it will always appear at the bottom of the list.
... |
| | | | General Question |
| | Hi!
We have deleted a user in crm and Active Directory and now we can not change the owner of an account in CRM to a new salesperson and i get the following error "A resource required for this operation is disabled" What can i do? I've tried to enable the user in Active directory and to set him up again in CRM but i get error in CRM when i try to do that.
Thankful for a resolution!
IDE |
| | | | V1.2 |
| | Hello -
Thank you for using Ask Amy. I have attached a document to this posting that will assist you with this problem. This is the only way to get around this issue.
Let me know if you have any further questions.
Amy Mayer
CRM Consultant
Inetium, Inc. |
| | | | V1.2 |
| | Thank you very much, it worked!
Chris |
| | | | General Question |
| | Hi!
When i try to clixk on whichever Report i get this error message:
Microsoft CRM Platform Error Report:
Error Description:
Unable to access crystal; check to see if you have enough licenses : Unable to log into crystal; check to see if you have enough licenses : Unable to connect to cluster @IDECRM001.IDENET.COM to retrieve updated APS member list. Logon can not continue.
Error... |
| | | | V1.2 |
| | Hello and thank you for using Ask Amy.
Most times this error can be resolved by simply resetting the Crystal Services. Follow these instructions:
On the CRM server open the Crystal Configuration Manager from the Start menu. Highlight all the Crystal services, right click and choose restart. After that has restarted then restart the World Wide Web Publishing service from... |
| | | | V1.2 |
| | After the upgrade to V3, the admin user was automatically set to "restricted access mode." This means we cannot assign records to the admin user. Instead of immediately changing the process (which is the long term goal), I would like to remove restricted access mode from admin. Will there be any negative side effects if I give the admin user full access? |
| | | | General Question |
| | Hello and thank you for using Ask Amy.
If you remove the Restricted Access checkmark, then the Admin will have a full license which means it will be taking up one of your licenses in CRM. That is the only draw back.
Amy Mayer
Inetium, Inc.
|
| | | | V3.0 |
| | Does decreasing the amount of minutes CRM synchs with Outlook have any known side effects?
I changed the synch from 15 minutes (default) to 10 minutes. |
| | | | General Question |
| | Hello and thank you for using Ask Amy.
I have some client's who have changed this as well and they have not seen any disadvantages. I also have not heard of any other disadvantages.
Amy
CRM Consultant
Inetium |
| | | | V3.0 |
| | Hello--
We've got a server on which CRM has been installed a few times -- finally got it working on the last try. The only remaining problem is that one of the users (who was active with the CRM during a previous incarnation) cannot authenticate. He gets three tries and then the "You are not authorized to view this page" message (when logging in via Explorer). My suspicion is that something... |
| | | | V3.0 |
| | Hello -
I don’t think v3.0 would impact on this users account from an AD perspective as much – the security is more in the CRM database now than it is in AD.
We would love to be able to support you on troubleshooting this issue. You can call 952-646-0800. Ask for Dave Stahlman. He can direct your call appropriately.
Thank you,
Amy Mayer
CRM Consultant
Inetium |
| | | | General Question |
| | There is a current issue with CRM and the integration of Appointments within Outlook that I wanted to address.
There have been instances where customers who have noticed that Appointments were 2 hours off in Outlook, but were correct in CRM. The issue is related to the Time Zone setting within CRM.
This problem will arise if you have a user who has their Time Zone in CRM set to Pacific... |
| | | | V3.0 |
| | so, how is the fact that inetium is being sold going to affect this site? |
| | | | General Question |
| | Inetium will be officially sold on March 15th, 2006. This transaction will have very little effect on our daily operations. Our name will remain the same and all employees and management are being retained. We will continue using and expanding the function of this web site. We will be having our next CRM user group on April 5th where we will review the content discussed... |
| | | | General Question |
| | I have multiple users across the country. I occasionally have a lead that I want to share with all of them. What happens if one person wants to convert this lead to a contact? Will this convert it for everyone? If so, how would you address it so it wouldn't convert it for everyone across the board? |
| | | | General Question |
| | I have multiple users across the country. I occasionally have a lead that I want to share with all of them. What happens if one person wants to convert this lead to a contact? Will this convert it for everyone? If so, how would you address it so it wouldn't convert it for everyone across the board?
|
| | | | V3.0 |
| | Is there a way to convert a group of leads to a contact, or do you have to do this one by one?
Thanks? |
| | | | V3.0 |
| | Hello and thank you for using Ask Amy.
When you share a Lead with multiple users, the Lead is not multiplied. Therefore, any changes made by any user who has access to the lead will reflect for the other users who have access to that Lead. If the Lead is converted by 1 user, the lead will be converted for all users, because they are all viewing the same record in the CRM database. ... |
| | | | General Question |
| | Hello and thank you for using Ask Amy.
Leads do need to be converted 1 by 1. You can do this by opening the Lead record and click on the Convert Lead button from the Actions bar.
Thanks,
Amy Mayer
CRM Consultant |
| | | | V3.0 |
| | Hi
I am trying to import my contacts (Salutation , FirstName ,LastName etc.) into ContactBase table writting custom queries, so far so good but i can't figure out how to import the address of each contact into the CustomerAddressBase table. The uniqueidentifier ParentId on CustomerAddressBase table doesn't exist on ContactBase table, so how could i 'connect' this tables on my query.
... |
| | | | V3.0 |
| | Hello -
Are you using Scribe Insight for migrating the data? If not, what tool are you using?
Thanks,
Amy Mayer
CRM Consultant |
| | | | General Question |
| | www.mscrm-toppers.com provides a still growing catalog of add-ons for Microsoft CRM. It currently holds add-ons from more than 70 ISV's from all over the world (mainly USA, Europe and Australia).
Livnara Consulting |
| | | | ISV's for CRM |
| | For Leads where I have selected to share with other members, they are not seeing those Leads. If I assign them they are available to the member assigned.
This maybe a setup issue with AD and CRM but any assitance would be appreciated |
| | | | V3.0 |
| | Hello and thank you for using Ask Amy.
You will want to check the View the user is trying to view the Lead from.
When a record is shared with a user, the record will show up in the Open Leads view, but will not show up in the My Open Leads view. This is because when sharing a record with another user, the ownership does not change.
If this is not the issue, please... |
| | | | V3.0 |
| | I have a requirement;
I have 2 Team- Team A and Team B and 3 Users.
User 1 is a member of Team A and B
His role in Team A is 'Manager' and in Team B is 'Consultant'
I should be able to know each members role in respective Teams. Can anybody Help me n doing this in CRM
Thanks in anticipation
Rodrigz
|
| | | | General Question |
| | Rodrigz,
What you can do here is the following:
1. Create a Custom Entity Called "Team Membership", or something similiar to it.
2. Add an N:1 Relationship with the User Entity, this will allow you to have a lookup on this entity for the User on the Team.
3. Add an N:1 Relationship with the Team Entity that way we have a lookup to the Team's... |
| | | | General Question |