Luther
The last bit of information did the trick....THANKYOU!!! This will be very
valuable. FYI .... The MSDN article at "Connect to Business Contact Manager
data from Access 2007" combined with the information on how to obtain my SQL
instance and database worked. After I created the ODBC Database in Access I
was able to see all the tables. The two tables I used in Access were
AccountsFullView and OpportunityProductsFullView. I had to mess with the
link ....in this case I had to create a link between the "EntryGUID" field in
the "AccountsFullView" file and the "ParentEntryID" field in the
"OpportunityProductsFullView" file. This is allowing me to pull queries and
reports my way for accounts, oportunities and products. Also....I found
that I can use Crystal to open the ODBC .dsn file that I created in Access.
I find Crysal reports easier to create reports that Access.
--
Again Thank you...FINALLY SOME POSITIVE RESULTS!
Glen
"Luther" wrote:
> On Sep 19, 8:34 pm, Luther
gmail.com> wrote:>> On Sep 13, 4:06 pm, glen
discussions.microsoft.com> wrote:
>>
>>
>>
>>
>>>>> Luther
>>
>>> Thanks!
>>> Good....I've determined from your instuctions....that the the sql instance
>>> name and the database name are (the same as yours). So you have directed me
>>> to the right door...now if you don't mind helping me open the door.
>>> I am using Access 2007 on a Vista machine.....I open a blank data
>>> base....click on the external data tab.....click on the more button....select
>>> the ODBC_database.....click on the radio button-Link to the data source by
>>> creating a linked table....OK....Then I'm prompted for a DNS
>>> Name.?????.....I'm not seeing where to enter the SQL instance name and
>>> database name. Any suggestions to get me on the right path.
>>> --
>>> Thank you
>>> Glen
>>
>>> "Luther" wrote:
>>>> On Sep 11, 6:22 pm, glen
discussions.microsoft.com> wrote:>>>>> Thank you for responding.....I just don't seem to able to find the
>>>>>
table....could you be so kind as to give me a little more detail.....ie what
>>>>> kind of table and the location. I have installed Crystal and when adding a
>>>>> connection I see the outlook folder and it lists all the tables except for
>>>>> productsmaster. I have also tried to find it in Access. A little more
>>>>> detail is appreciated.
>>>>> --
>>>>> Thank you
>>>>> Glen
>>
>>>>> "Luther" wrote:
>>>>>> On Sep 10, 12:22 pm, glen
discussions.microsoft.com> wrote:>>>>>>> Thank you for the information..... One concern...Before I received your
>>>>>>> response..I was able to get at some of the information via Access. The
>>>>>>> information we are trying to get better reporting on is the product and
>>>>>>> services table.....I wasn't able to link to this information using Access.
>>>>>>> Can that infomation be linked to using Access...if not will I be able to open
>>>>>>> the table in Crystal?
>>>>>>> --
>>>>>>> Thank you
>>>>>>> Glen
>>
>>>>>>> "Luther" wrote:
>>>>>>>> On Sep 7, 6:52 am, glen
discussions.microsoft.com> wrote:>>>>>>>>> We are using BCM but are finding getting the reports we want
>>>>>>>>> frustrating.....Is anyone using a third party report writer with success? I
>>>>>>>>> noticed that BCM seems to be using Crystal reports.....Is the BCM data
>>>>>>>>> accessable to Crystal reports to generate reports?
>>>>>>>>> --
>>>>>>>>> Thank you
>>>>>>>>> Glen
>>
>>>>>>>> Yes. Crystal, and any other report writer that uses generic Windows
>>>>>>>> mechanism to access databases (e.g. ODBC, or OLD-DB) should have
>>>>>>>> access to all the BCM data--when run by the same login that has access
>>>>>>>> to BCM. When connecting to the BCM database I would recommmend first
>>>>>>>> trying to find the data you want in their database views, before going
>>>>>>>> directly to the tables. The views aggregate fields across several
>>>>>>>> tables to present records packaged by the entities you're familiar
>>>>>>>> with in BCM (e.g. Business Contacts).- Hide quoted text -
>>
>>>>>>> - Show quoted text -
>>
>>>>>> That should be one of the easier tables to access, given that all the
>>>>>> product fields are all columns there. What was the problem (or error
>>>>>> message) getting to table ProductsMasterList from Access?- Hide quoted text -
>>
>>>>> - Show quoted text -
>>
>>>> The table will be in the BCM sql server database.
>>
>>>> This command line returns the product master list from the default bcm
>>>> database on my machine:
>>>> OSQL -E -S .\mssmlbiz -d mssmallbusiness -Q"SELECT * FROM
>>>> ProductsMasterList"
>>
>>>> mssmlbiz is the name of the sql instance, and mssmallbusiness is the
>>>> name of my database.
>>
>>>> You can check your installation's sql instance name in the Registry:
>>>> HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Business Solutions eCRM
>>>> \SQLInstanceName
>>
>>>> In Access you will have to enter the sql instance name and the
>>>> database name, and then Access should be able to connect to the
>>>> database.- Hide quoted text -
>>
>>> - Show quoted text -
>>
>> DNS probably refers to the machine name. On the local machine a period
>> or localhost will probably work. Note the period in my earlier osql
>> example: .\mssmlbiz
>>
>> I found that on Vista I had to run Access as an admin to connect to
>> sql. I found the MSACCESS.EXE file, and right-clicked "Run as admin".- Hide quoted text -
>>
>> - Show quoted text -
