Archive for March, 2010

Create a new CRM 4.0 Organisation (Multi-Tenancy)

March 31, 2010

The following with illustrate how to create a new organisation so you can take advantage of the Multi-Tenancy feature with Microsoft CRM 4.0. 

1. Firstly check that the SQL Server Agent is running on the CRM 4.0 SQL Server. Open Start | All Programs | Administration Tools | Services. You will get a list of Services.

2. Locate the service SQL Server Agent (MSSQLSERVER), right-click and select Start (if this service is not started already). This is required to be running to complete the new organisation wizard.

3. Close the Services window.

4. Next, open the deployment manager, Start | All Programs | Microsoft Dynamics CRM | Deployment Manager.

5. With the left menu, select Deployment Manager | Organizations.

6. Right-click on Organizations and select New Organisation.

7. Enter Display Name as VAR Group SpA.

8. Enter Name as VARGroupSpA. Note: This should be filled in automatically for you.

9. Click Browse.  Select the Base Currency of your country. Warning: Once this is set and saved you cannot change the Base Currency of your organisation.  I will select Italy.

10. Select SQL Collation applicable to your country or current SQL Server collation. I will select Latin_General_CI_Al.

11. Click Next.

You will be shown the screen Help Us Improve the Customer Exprience. Here you can select to participate in the experience of your creation of the organisation. For this example, I will not select the option.

12. Click Next.

13. Select the SQL Server you would like the CRM Organisation created.

14. Click Next.

You will be shown Specify Reporting Services Server screen. You will need to enter the URL of the SQL Reporting Services Server which was setup before you installed CRM 4.0. For example http://hostname/ReportServer

15.  Click Next.

You should see the results of the verification tasks. This means the organisation has not been created yet.

16.  Click Next.

Now you will be displayed with the screen titled, Ready to Create.

17.  Review your selections and click Create.

The process will begin to create your new organisation. This will take a few moments.  Be patient and wait for the wizard to create your organisation. You can select the link to view the log if you want to see what actions were processed.

You’re done!

18. Click Finish to complete.

19. Type in the URL with your new organisation name. 

Your Microsoft CRM 4.0 instance now will be accessible.

Change Organisation in Outlook Client for CRM 4.0

March 30, 2010

Below outlines the steps required to change the organisation within the CRM Outlook client. This is valid for Microsoft CRM 4.0.

1. Select option CRM | Change Organisation, from the menu within Microsoft Outlook.

You will be presented with the Microsoft Dynamics CRM Configuration Wizard

2. Select Change your configuration. Click Next

3. Select My Company. Click Next

4. Enter the URL of the CRM Server as the Intranet address. Note: do not enter the organisation name in this URL.

5. External Web Address will need to be set to the correct URL for external connections over the internet. Or simply check the option Use the same Web address when the system connects over the internet to use the same address as the Intranet address. Click Next.

If the wizard connects successfully to your CRM Server you will be presented with a list of current organisations existing in the CRM database.  Note: If you are presented with an error message then it is most likely the URL entered in step 4 is incorrect. Re-check this URL and try again.

6. Select the organisation you wish to connect to from the list. Click Next.

The Verification Descriptions and Results will be displayed. You will need to review the results and fix any error(s) presented.

7. Click Next.

The Configuration Wizard will begin reconfiguring Microsoft Dynamics CRM for Outlook.

Once complete, you will be presented with the Configuration Complete screen.

8. Click Finish.

CRM Address Book Entries in 4.0 Outlook Client are empty

March 26, 2010

In Outlook, go to Tools, Address Book.

From the drop-down list, choose the “CRM Contacts” Address Book.

If the CRM Address Book Entries in 4.0 Outlook Client are empty, there’s an easy way to correct the problem.

1) In Outlook, choose Options from the CRM Menu
2) Click on the Address Book tab:
3) Select “Match all contacts in Microsoft Dynamics CRM” and “Match all items in Microsoft Dynamics CRM”
4) Click OK
5) Synchronize with CRM by choose “Synchronize with CRM” from the CRM menu
6) Return to CRM Address book. You should now see entries there.

Error message when a user tries to run the Configuration Wizard in the Microsoft Dynamics CRM client for Outlook with Offline Access

March 24, 2010

Error message when a user tries to run the Configuration Wizard in the Microsoft Dynamics CRM client for Outlook with Offline Access: “Action Microsoft.Crm.Config.Common.InstallDatabaseAction failed”

When a user tries to run the Configuration Wizard in the Microsoft Dynamics CRM client for Microsoft Office Outlook with Offline Access, the user receives the following error message:
Action Microsoft.Crm.Config.Common.InstallDatabaseAction failed. CREATE DATABASE permission denied in database ‘master’

This problem occurs because the user who installed the Microsoft Dynamics CRM client for Outlook with Offline Access differs from the user who tries to run the Configuration Wizard. The user who tries to run the Configuration Wizard does not have the user rights that are required to create a Microsoft Dynamics CRM database on the local server that is running Microsoft SQL Server.

Note The Microsoft Dynamics CRM databases are installed during the configuration.

To resolve this problem, use the following methods.

Method 1

Add the user who tries to run the Configuration Wizard to the local Administrators group. To do this, follow these steps:

1. Log on as an administrator.
2. Click Start, point to All Programs, point to Administrative Tools, and then click Computer Management.
Computer Management for the local computer opens, and Computer Management (Local) is displayed as the root of the console tree.
3. In the console tree, expand Local Users and Groups, and then click Groups.
4. Double-click Administrators.
5. In the Administrators Properties dialog box, click Add.
6. Enter the name of the user who tries to run the Configuration Wizard, and then click OK.
7. Restart the computer, and then log on as the user who tries to run the Configuration Wizard.

Method 2

On the local server that is running SQL Server, create an account for the user who tries to run the Configuration Wizard. Then, add the user as a member of the SQL Server System Administrator role. To do this, follow these steps:

1. Log on as an administrator.
2. Click Start, click Run, type cmd in the Open box, and then click OK.
3. Type the following commands at a command prompt, and then press ENTER after each command:
sqlcmd -S .\crm
CREATE LOGIN [domain\user] FROM Windows
Go
EXEC sp_addsrvrolemember @loginame = ‘domain\user’, @rolename = ‘sysadmin’
Go
4. Restart the computer, and then log on as the user who tries to run the Configuration Wizard.

Logging for Update Rollup setups

March 22, 2010

This is just a short post to provide a quick tip that you might find useful when installing Update Rollups, an any Windows Installer based setup.

The Update Rollup packages are based on MSI technologies. If you type in a command prompt “msiexec” you will see a screen this one proving information about the different command prompt options to execute MSI based installers. Including the information about how to enable logging of the setup process.

Enable logging is really useful when it comes to diagnose errors. Sometime the setup fails for a unexpected reason and the information provided through the UI is not enough to diagnose the problem. In those cases you can profit from the logging capabilities to get a detailed setup trace log with which can help you to find the error.

The CRM update rollups are MSI based. Therefore if you ever find a problem installing one of them you might find helpful information about the errors using these logging techniques.

To execute a Microsoft Dynamics CRM Update Rollup using logging you nee to run the setup from the command promp adding the “/log” option and additionally indicating where you want to create the log file. For example:

CRMv4.0-KB968176-i386-Client-ENU.exe /log c:\test.log

Removing Quotes, Orders and Invoices from the Contact Record with out Security Role Changes

March 19, 2010

So to use this we are going to open the Contact form under customizations. We are then going to click Form Properties and Select the OnLoad event.

We are then going to paste the following Jscript into the Window:

// This code will remove the Quotes / Order and Invoice items from the nav
// bar on the Contact form.

var navQuotes;
var navOrders;
var navInvoices;

navQuotes = document.all.navQuotes;
navOrders = document.all.navOrders;
navInvoices = document.all.navInvoices;

if (navInvoices != null) { navInvoices.style.display = “none”; }
if (navOrders != null) { navOrders.style.display = “none”; }
if (navQuotes != null) { navQuotes.style.display = “none”;}

else {
// error handling here – Q/O/I wasn’t found
// alert(“No Quotes, Orders or Invoices”);
}

Then save your customizations, and publish your changes.

And here is the code to remove the Service -> Cases and Contracts

// This code will remove the Service Section, Cases and
// Contracts items from the nav bar on the Entity.

var navCases;
var navContracts;
var navService;

navCases = document.all.navService;
navContracts = document.all.navContracts;
navService = document.all._NA_CS;

if (navCases != null) {navCases.style.display = “none”;}
if (navContracts != null) {navContracts.style.display = “none”;}
if (navService != null) {navService.style.display = “none”;}

Microsoft Dynamics CRM 4.0 removing marketing and sales from account view

March 17, 2010

Posting a script that removes all sales and marketing entries from either
contact form left pane or account for left pane. Useful IDs in here. We
only use CRM for our Support Dept, so I have been removing all these entries
from the forms as well as from the sitemap.

// This code will remove the entries under Sales and Marketing tabs from the
nav
// bar on the Contact form.

// Sales area
var _NA_SFA;
//Quotes
var navQuotes;
//Orders
var navOrders;
//Invoices
var navInvoices;
//Opportunities
var navOpps;

//Marketing Area
var _NA_MA;
//Campaigns
var navCampaignsInSFA;
//Lists
var navListsInSFA;

_NA_SFA = document.all._NA_SFA;
navQuotes = document.all.navQuotes;
navOrders = document.all.navOrders;
navInvoices = document.all.navInvoices;
navOpps = document.all.navOpps;
_NA_MA = document.all. _NA_MA;
navCampaignsInSFA = document.all.navCampaignsInSFA;
navListsInSFA = document.all.navListsInSFA;
if (_NA_SFA != null) { _NA_SFA.style.display = “none”; }
if (navInvoices != null) { navInvoices.style.display = “none”; }
if (navOrders != null) { navOrders.style.display = “none”; }
if (navQuotes != null) { navQuotes.style.display = “none”;}
if (navOpps!= null) { navOpps.style.display = “none”;}

if (_NA_MA != null) { _NA_MA.style.display = “none”; }
if (navCampaignsInSFA != null) { navCampaignsInSFA.style.display = “none”; }
if (navListsInSFA != null) { navListsInSFA.style.display = “none”; }

else {
// error handling here
alert(“Error during OnLoad Script”);
}

Microsoft Dynamics CRM 4.0 use Tooltips as Hot Help

March 15, 2010

There are multiple ways in MS Dynamics CRM (MS CRM) to help users using the system. Next to training and external guides, the system can also provide information. In the system the help files (on the top right of every screen) can be improved. As you will know this has advantages and disadvantages.

Another option is to improve the tooltips.

The modifying and maintaining of the tooltips will be discussed in this post.

A tooltip is a small box, which contains a brief text message explaining the field. It appears below the label of a field on the MS CRM forms when the pointer of a mouse passes over or rests on that label and which contains a brief text message identifying or explaining the object. When the pointer moves away from the label the tooltip disappears.

Tooltips are available on every field on a MS CRM form. The current tooltips show the text of the label, which, in my opinion, does  not have any benefits. If you can read to label, you can read to tooltip. But the good thing is, we can change the contents of the current tooltips.

At the moment the only restrictions to the tooltips are that only unformatted text can be used and that the total amount of characters is no more than 512.

The onLoad code:

crmForm.all.new_attribute_c.title = “contents of the tooltip”

Microsoft Dynamics CRM 4.0 make website field clickable

March 12, 2010

On the standard contact form the field website is not clickable. You have to copy the url to a browser address bar. This is probably because of the synchronization with outlook.

To make the field clickable on the form you can add the following code to the OnLoad of the Contact form.

/*** make website field clickable***/
//change color and make underlined
crmForm.all.websiteurl.style.color = “#0000ff”;
crmForm.all.websiteurl.style.textDecoration = “underline”;

/* Double Click website to Open*/
function CreateURL(WebSite) {
 return function() {
 if (WebSite != null && WebSite.value.length > 0) {
 var prefix = WebSite.value.substring(5, 0);
 if (prefix == “http:”) {
 window.open(WebSite.value);
 }
 else {
 window.open(“http://” + WebSite.value);
 }
 }
 }
}
crmForm.all.websiteurl.attachEvent(‘ondblclick’, CreateURL(crmForm.all.websiteurl));

Resources Available for Evaluating SharePoint 2010

March 11, 2010

Microsoft encourages you to use the following resources as aids in installing and evaluating SharePoint 2010, the product documentation will help you install SharePoint 2010.

The SharePoint Products and Technologies website  offers a variety of white papers and other resources.

http://sharepoint.microsoft.com

The SharePoint 2010 website offers overviews, content and updates around the SharePoint 2010 release and product offerings.

http://www.sharepoint2010.microsoft.com

The MSDN SharePoint Server Developer Center website contains numerous technical resources from a developer’s perspective about Microsoft SharePoint Products and Technologies.

http://msdn.microsoft.com/sharepoint

The TechNet Microsoft Office SharePoint Server website contains numerous resources on how to deploy, manage, maintain and support SharePoint 2010.

http://technet.microsoft.com/en-us/office/sharepointserver/default.aspx

The Microsoft SharePoint Team Blog is the official blog of the SharePoint Products and Technologies Group.

http://blogs.msdn.com/sharepoint