Archive for February, 2010

Microsoft Dynamics CRM 4.0 Build Number Update

February 22, 2010

Over time I have been keeping a list of build numbers.  Here is the latest list of Microsoft CRM 4.0 build numbers for those that are keeping score at home.

Update RollUp Release Date Version Build KB Article
Beta – CTP1 October 2006 (?) 4.0.6319.16  
Beta – CTP2 May 2007 4.0.7044.22  
Beta – CTP3 August 2007 4.0.7219.10  
RC0 (Limited Release) November 2007 4.0.7309.0  
RC2 (Internal) December 2007 4.0.7333.2  
RTM 19-dec-2008 4.0.7333.3 952858
Rollup Update #1 24-nov-2008 4.0.7333.1113 952858
Rollup Update #2(Original Release) 15-jan-2009 4.0.7333.1312 959419
Rollup Update #2(Re-Release) 8-feb-2009 4.0.7333.1316 959419
Rollup Update #3 12-mar-2009 4.0.7333.1408 961768
Rollup Update #4 7-may-2009 4.0.7333.1551 968176
Rollup Update #5 2-jul-2009 4.0.7333.1644 970141
Rollup Update #6 26-ago-2009 4.0.7333.1750 970148
Rollup Update #7 5-nov-2009 4.0.7333.2138 971782
Rollup Update #8 17-dec-2009 4.0.7333.2542 975995
Rollup Update #9 11-feb-2010 4.0.7333.2644 977650

Change logo in Microsoft Dynamics CRM 4.0

February 17, 2010

How to change the logo image in the home page of CRM 4.0?

1. change the image file at [C:\Program Files\Microsoft CRM Server\CRMWeb\_imgs\masthead.jpg] and you are done.

or

2. modify the css definition [TD.ms-crm-MastHead-Logo] at [C:\Program Files\Microsoft CRM Server\CRMWeb\_common\styles\global-dynamic-styles.css.aspx] file.

Be sure to backup those settings when you are upgrading to new versoin of CRM or applying a patch, since the update might then overwrite your files and lost your logo custimization.

Update Rollup 9 for Microsoft Dynamics CRM 4.0 (KB 977650)

February 12, 2010

Microsoft has released Update Rollup 9 for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, Microsoft Dynamics CRM Data Migration Manager, Microsoft Dynamics CRM 4.0 Language Pack, and Microsoft Dynamics CRM 4.0 E-mail Router.

For more information about this release, see Microsoft Knowledge Base article 977650:

Update Rollup 9 is available for Microsoft Dynamics CRM 4.0

To maintain parity between the application components of Microsoft Dynamics CRM 4.0, this update rollup includes packages for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Outlook, Microsoft Dynamics CRM Data Migration Manager, Microsoft Dynamics CRM Language Packs, and Microsoft Dynamics CRM 4.0 E-mail Router.

Download

How to get Internet Explorer to prompt for a username and password when logging into CRM

February 11, 2010

(1) Open Internet Explorer.
(2) Select TOOLS >> INTERNET OPTIONS >> SECURITY Tab.
(3) Choose the “CUSTOM LEVEL” button.
(4) Within the Settings change “USER AUTHENTICATION” to “Prompt for user name and password”
(5) Choose OK >> APPLY.
(6) Close Internet Explorer.

The next time you go to log into CRM via the Internet Explorer, you should be prompted to enter in your username and password.

Outlook PowerTool Plus for SharePoint

February 10, 2010

echoTechnologies ha realizzato un tool gratuito che introduce la selezione multipla (di documenti o item di lista) su SharePoint 2007, aggiungendo una serie di altre utili funzionalità per migliorare la produttività degli utenti:

  • Move, per spostare uno o più elementi verso una nuova lista/doc lib
  • Copy, per copiare uno o più elementi verso seconda nuova lista/doc lib
  • Delete, per eliminare uno o più elementi selezionati
  • Send link, per inviare uno o più elementi selezionati come link all’interno di un messaggio e-mail
  • Send attachments, per inviare uno o più elementi selezionati come allegati all’interno di un messaggio e-mail
  • Copy links, per incollare su un form o un documento i link a uno o più elementi selezionati
  • Check in e Check out, per eseguire le operazioni Estrai/Archivia su uno o più elementi selezionati

Outlook PowerTool Plus for SharePoint è disponibile a 32 e 64 bit, e va installato sui Front-end server di SharePoint 2007.

Di seguito il link alla pagina del produttore e quello per il download (è richiesta la registrazione).

InfoPath 2007 Server Upgrade and Migration Tool

February 9, 2010

Ci sono dei grossi problemi nell’ upgrade a MOSS 2010 di Form InfoPah pubblicati su MOSS 2007 .

I problemi sono legati al fatto che al termine dell’upgrade gli URL sono cambiati, e nei vari form InfoPath 2007 i percorsi sono hard-coded… e quindi generano errore.

Scaricare ed utilizzare il tool IPWSSupg.exe che consente questo genere di modifiche. Il tool è disponibile anche a 64 bit.

Disponibili le December CU per WSS 3.0 e MOSS 2007

February 8, 2010

Sono state rilasciate le Cumulative Updates di dicembre per WSS 3.0 e MOSS 2007.

Using IE7 in “Kiosk Mode”

February 5, 2010

At work, we frequently get the request from clients to keep internet machines locked onto their website. There are a number of different pieces of software that can do this – and we do use them. Sometimes though, we just need a quick and dirty way to do this. I have discovered a way to do just that! Read on

IE7 does have a “Kiosk Mode” which launches the browser with no tool bars, no address bar, nothing! just the browsing window.

Method One

You can launch IE7 into Kiosk mode by adding a switch to a command line command!

  1. Click Windows Key+R
  2. Type: iexplore -k
  3. Click OK
  4. Click OK

To exit, simply hit Alt+F4!

The problem with this method is that people can figure out that hitting Alt+F4 will close the window, and then they double-click IE from the desktop. We can’t simply removed the IE icon because a blank desktop with no way to get back online is unacceptable! We need their website/webapp running! Here’s a way around this issue:

Method Two

We can create a shortcut to IE and pass the switch directly!
-k

  1. Create a shortcut to IE7 on the desktop and remove the direct link:
  2. Right-click and select “Properties
  3. In the “Target” field, add the ” -k” operator the the command – remember to add a space before the dash:
  4. Hit OK!
  5. Don’t forget to remove all shortcuts to IE in the Start menu and the Quick Launch bar!

Known Issues:

  1. Now, users can still open My Computer/My Documents and use the address bar there. As I mentioned, there are many different apps that can really lock the machines down, we use Fortres at work.
  2. Users can open a new window, using Ctrl+N. This opens a standard IE window, tool bars and all.
  3. You need to adjust the popup setting in IE to “Always open popups in a new tab”.

Unfortunately this is the best, free method as of this writing – at least until someone creates an addon for IE.

Google Maps link in Microsoft Dynamics CRM 4.0

February 4, 2010

So I’ve been looking at a good way to get maps of locations direct from Dynamics CRM.  There are lots of neat solutions out there that embed a Google or Live map directly into a tab, but I didn’t want the extra tab.  I wanted something simpler.  So I made this.  It’s the simplest solution I could think of that effectively solve the issue.  It literally took more time to think of than to implement.

First,  go to customize the Entity that you want to have the link on.  I chose Account and Address for my implementation, but any entity with an address will do.  So first create an Attribute called Google Maps and put it on the form.  Make sure you give the Attribute a format of URL and increase the maximum length to 500 characters.  This will make it clickable form the UI and ensure you don’t cut off the end of the address.

Now go to the Form and go to Form Properties. Open the OnLoad event and paste this JavaScript in:

crmForm.all.new_googlemaps.DataValue = “http://maps.google.com/maps?q=” + crmForm.all.line1.DataValue + “+” + crmForm.all.city.DataValue + “+” + crmForm.all.stateorprovince.DataValue + “+” + crmForm.all.postalcode.DataValue;

A few important things here:   “http://maps.google.com/maps?q=” is the beginning of the Google Maps query string. You need it.  The attributes after that, such as line1, city, etc. are specific to the Address entity.  If you want to do this in a different Entity, you’ll have to find out what the specific name of the address, city, state and zip code fields are. also, these instructions are US-oriented.  For international addresses, you’ll have to add whatever fields are relevant to get Google Maps to give you correct addresses.

In the end, you’ll have a clickable field that will open up a map to the address in CRM in a new browser window. Very convenient, and also compatible with mobile CRM solutions!

Error message when you try to view a report in Microsoft Dynamics CRM 4.0: “The report cannot be displayed”

February 3, 2010

To resolve this problem, publish all reports from the computer that is running Microsoft Dynamics CRM into the computer that is running Microsoft SQL Server Reporting Services. To do this, follow these steps:

  1. Click Start, click Run, type cmd, and then click OK.
  2. At a Command Prompt, change the directory to the following folder:
    Drive:\Program Files\Microsoft Dynamics CRM\Tools
  3. Type the following command:
    publishreports.exe Orgname

    Note The Orgname placeholder represents the name of your organization for which you want to publish reports.

  4. Press Enter.