Hi I am new to the newsgroup and would appreciate a little help with CRM 1.2.
I have tried to change the format of some of the forms as we have several
different companies under our banner. I have read that you need to use the
deployment manager to allow the new contact records to be used. But
unfortunately it does not initialise. I am logged on with the admin account,
as far as I know all the relevent permissions are granted but it doesn't
work. I would be extremely greatful for any help as this is holding the
deployment up.

Hi,
I am assuming that when you say admin user you mean the user that installed
CRM (system administrator)?
Have you given this user a license?
hth

Regards,
Nathan

"fattydave" wrote:

You use the deployment manager to add custom fields to the schema, which
makes them available to add to forms in the web UI. Once you add them to the
form, you need to go back to the Deployment Manager and publish your
customizations, then open a command prompt (Start > Run, type cmd and in the
DOS window type iisreset and hit enter). Your customized forms will now be
available for use.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"fattydave" wrote:

Thanks for the reply,

I am logging on as the system administrator. The CRM server resides on the
same server as SBS2003. I have created the forms but unfortunately I can not
deploy them using deployment manager as the snap in fails.

I am picking up from where someone left off. There are two accounts on the
server, one for crm and one for sql. I only assume that the install was
either installed under one of these accounts, or the domain administrator
account.

If it is a permissions issue, should the domain administrator not have the
relevent rights?

"MattNC" wrote:

You will need to log in as a user that has a CRM license and CRM System Admin
role. (As a caution, if you are new to CRM, make sure you don't remove the
Sys Admin role from a CRM user unless you are certain that another user has
been assigned that role. You need to have at least one user with Sys Admin
role in CRM.)
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"fattydave" wrote:

Matt is right, you will need to log in as a user that has the sys admin role
and a license, the user that installed CRM will have this role already, you
will just need to add a license to it -> Home Page | Settings tab | Business
Unit Settings | Users.
Open the CRM administrator (sys admin) user and add a license to it.
Now log into windows with this user and attempt to open the deployment
manager.
hth

Regards,
Nathan


"fattydave" wrote:

Thanks for your help. It is really appreciated. I can now get to the
deployment manager.

Dave


"Nathan Warner" wrote:

I have have a another problem, there is account called bensmith2 and someone
in there wisdom has changed the password? All the services are running under
the new password, but unfortunately CRMWEB shows service unavailable.

Any help as to why this isn't working now would be greatly appreciated.

fattydave

"fattydave" wrote: