MS CRM

CRM 3.0 External Connector License

wormscoffer — Mon, 05 Nov 2007 12:01:23 GMT

Hello David

I wonder if you can help me with a licensing question please?

We are a registered partner and have the Action Pack. After completing the SBS assessments also have a 1 year subscription to Technet on-line.

We are using CRM 3.0 SBE on our SBS server and would like to start using the Portal product from c360 to allow our client's to access service information about their open cases via our website. I understand that we need the external connector from MS (License only - no software required) but I understand this has a flat cost of about $15K. As we only have three technicians there is no way we can even consider this outlay. Is there any way we can obtain this licensing via any of our partner benefits?

Thanks

Andrew

MS CRM and Outlook 2007/Vista

rmb48 — Tue, 20 Mar 2007 01:18:02 GMT

I am trying to install the CRM client for Outlook on a new Vista / Office 2007 machine. The installer and the documentation say I need to load .NET 1.1 plus SP1. I thought Vista already had .NET 3.0. Do I need to have both? The installation won't proceed without clearing the missing .NET1.1 warnings.

Any view / comments appreciated.

Regards

Robert

How to change CRMMail and CRMRouter passwords

JamesS — Mon, 17 Jul 2006 20:27:47 GMT

I posted this question in the MS CRM forums, but no feedback yet:

"Got a small issue with a CRM 3.0 SBE install on SBS2K3 PE that I cant find documented,

During a recent security audit, I changed the passwords for CRMMail and
CRMRouter users (via ADUC) to new, complex ones.
Since I changed the passwords, any replies from customers, to emails sent
from CRM (with the tagged subject line), do not automatically get populated
into CRM ( have to manually click the 'Track in CRM' button when the email
comes into an Inbox in Outlook to get it added to the history).

I guess I need to tell CRM these password have changed? Do you know where I
would do this please? "

Would you be able to point me in the right direction please? Or suggestions of where I can look (have tried the usual MS support site, Google)?

Thank you, James

CRM web cast or videos

Steve — Mon, 15 May 2006 09:16:12 GMT

When I did my sbs exam I found a load of videos and web cast. is there any thing similar for crm?

Thanks Steve

CRM 3.0 - MapPoint 2004 integration

JamesS — Wed, 08 Mar 2006 09:22:35 GMT

Hi,

Can anyone (David?) point me to an article that explains how to integrate MapPoint 2004 with a CRM 3.0 installation please?

This MSDN article is for CRM 1.2, and appears to be for development / testing purposes (maybe I'm reading it wrong?).

http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm1_2/html/mbs_crmmappointintegration.

Havn't been able to find anything in the CRM deploment guide, forums, support.microsoft.com, google searches, etc so far.

The set up is CRM 3.0 SBE on SBS 2K3 SP1 ISA 2K4.

Thanks,

James

CRM V3.0 Tools, including VPC

David Overton — Sun, 19 Mar 2006 22:36:13 GMT

Hi,

following a conversation with Dan Best at the Bristol Partner Group show I have added this information around MSCRM V3 - the site includes downloads for MSCRM VPC - (5 x 700MB & 1 x 380MB) as well as implementation guides, customisations, ReadMe's, Terminal Services docs and more.

The link is http://www.microsoft.com/downloads/details.aspx?FamilyID=a8edfc7b-01d8-4500-845b-01370d4eed21&DisplayLang=en

Enjoy.

ttfn

David

Data Migration tools for CRM

David Overton — Sun, 05 Mar 2006 10:07:43 GMT

Have you been looking at MS CRM, but needed help getting data from your old package into CRM? Well, Microsoft have released a set of tools that might help.

Have a look at http://www.microsoft.com/downloads/details.aspx?familyid=3D36AC8E-B485-4F0C-9DEC-C9BACBAD1A73&displaylang=en which is the page to download the "Microsoft Dynamics CRM 3.0 Data Migration Pack".

This covers importing from Business Contact Manager (smaller business's CRM solution - available as part of Office Small Business Edition or Pro Edition) and also importing from other packages.

ttfn

David