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Recent content by forumgeek

  1. forumgeek

    Exchange 2003 setup for CRM install

    You could easily install it on the existing exchange server. Other wise you need to put the new server between the existing one and the Internet.
  2. forumgeek

    Re: Customizing Microsoft CRM

    You have to have the privleges to do so. System Customizations can be done using Home, Settings, Customization. The fields are added using deployment manager.
  3. forumgeek

    Crm internet acess

    Yes it is posslible over a gooc VPN connection. Dial up probably won't work.
  4. forumgeek

    CRM Reports - No activity Report

    You would need to purchase Crystal Report 9 to customize your personal report the way you want it. Upgrade it to 9.2.2 and install the Crystal Enhancements CD. None of this can be installed on the CRM server either.
  5. forumgeek

    CRM Help Please

    The Implementation Guide should be on the CRM Documentation CD.
  6. forumgeek

    Attempting to Understand Terminology

    A Queue User is an alias such as Suppot@Domain.com. Its not required.
  7. forumgeek

    CRM First Timer Here

    You can find the CRM Implementation Guide on CD five of the CRM CD Bundle. There really is no 1 easy way to set it up. You will want to review the document throughly for what ever type of set up your CRM environment is going to be using.
  8. forumgeek

    CRM setup and configuration

    I would also advise against installing to a DC. Most likely you will run into authentication errors across the platform. Most likely in reports. The problem is because in certain server configurations, the authentication methods fails. The errors are sporadic by changes in AD. Bottom line, if...
  9. forumgeek

    CRM Sample Data Install Problems

    Its pretty easy to install the sample data. You get 6 licenses free to try with the sample company. You only need to assign the admin user who installed crm a license. Then create 5 other new users in AD on the same domain. Then do not do anything with the 5 users in CRM. Then run the wizard for...
  10. forumgeek

    Known Issues with MS-CRM

    Actually CRM can be installed with Exchange, SQL, or both on the same server. Installing it on a Domain Controller is not recommened becuase of sign on and authentication errors that may occurr across the platform. SBS is the only way to install CRM on a DC. Where did you find out that...

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