Archive for April, 2010

How to setup multiple Microsoft CRM 4.0 Outlook Client on the same PC for more users

April 28, 2010

A typical request when setting up the Microsoft CRM Outlook Client for the “front desk” administrative staffs is to support different “front desk” CRM Users accessing the SAME computer.  The good news is that this scenario is fully supported by the Microsoft Dynamics CRM for Microsoft Office Outlook client “Microsoft CRM Outlook Client” (Microsoft CRM 4.0 or CRM Online) but without “Offline Access”.  That is OK – since a “front desk” computer usually doesn’t need “Offline Access”.
 
The following steps show how to setup multiple Microsoft CRM Outlook configurations on the SAME PC:
 
1.  Login to the PC as the 1st CRM User using the computer.  Be sure that the Microsoft Outlook is setup for the 1st CRM User
 
2.  Install the Microsoft CRM Outlook Client (without Offline Access) for the 1st CRM User
 
3.  Configure the CRM Outlook Client via the Configuration Wizard for the 1st CRM User

4.  Logout 1st CRM User and Login as the 2nd CRM User.  Be sure that the Microsoft Outlook is setup for the 2nd CRM User
 
5.  Configure the CRM Outlook Client via the Configuration Wizard for the 2nd CRM User
 
6.  Repeat steps 4 and 5 for the other CRM Users accessing this computer
 
Note: This is the error message you will encountered at step 5 above if the Microsoft CRM Outlook Client with “Offline Access” was installed:  “… Only one user can be configured per computer for Microsoft Dynamics CRM for Outlook with Offline Access.”

Advertisements

Removing duplicate records from Microsoft Dynamics CRM 4.0

April 27, 2010

After a recent migration, we had a number of duplicate account records in CRM. We were loading hundreds of thousands of records for performance testing, and then we wanted to continue to use the same database for integration development, so we wanted to clean up the data and get rid of duplicates to minimize errors with the integration. You can use the built-in Duplicate Detection to identify duplicate records, but this doesn’t help you get rid of them – you would still have to manually merge or delete the records that the Duplicate Detection identifies.

One of the challenges is that, while it’s relatively easy to locate duplicates, you don’t want to delete all of them – you want to keep one of the potential duplicates. After doing some searching and testing, here’s what I came up with. It’s a very simple (and entirely unsupported) SQL query to identify the duplicate accounts.

UPDATE Account
SET deletionstatecode = 2
WHERE accountid IN 
 ( SELECT a.accountid 
  FROM Account a, Account b 
  WHERE a.accountid != b.accountid 
  AND a.accountnumber = b.accountnumber 
  AND a.statecode = b.statecode 
  AND a.accountid < b.accountid )

Here’s how this works: The inner SELECT identifies accounts where the accountnumber and statecodes match, and, by using two aliases for the account table, it compares the ID of the accounts to each other. The UPDATE statement sets the deletionstatecode to a value of ‘2’ which is a hard delete. The next time the deletion procedure runs on the database, it will clean out all the account records that have deletionstatecode set to 2.

Again, this is completed unsupported and should not be used in a production environment.

(NOTE: CRM 4.0 uses the Asynchronous Service to manage deletions in the database. The process runs every 24 hours. If you want to force the Asynch service to do the clean-up earlier, you can download a handy utility called the “Scale Group Job Editor” which lets you schedule when the deletion service will run.)

Active Directory specific tools and misc tools free

April 22, 2010

The joeware utilities… Saving administrators around the world time and frustration for over nine years…

For each utility I try to keep a current list of what platforms it will or won’t work on. The mapping for the symbols are + for runs, – for doesn’t run, and † for it runs but not perfectly. The last is specific to Windows Server 2008 and is due to the granular password policy. If the granular password policy is not being used, you will have no issues. If you are using the granular policy the results will be incorrect.

http://www.joeware.net/freetools/

CRM Resources – Part VII: The Bits

April 19, 2010

From Wim Coorevits  blog.

Here it is, part number 7, the final part of the CRM Resources posts. I hope these posts are/will be as useful to you as they are to me. I often grab back to this list to find some tool or other piece of information. Especially when I am teaching Dynamics CRM courses, students continually ask about these things. At least now, I can give them a beautifully organized list.

All the links in today’s post are the official Microsoft Dynamics CRM 4.0 bits. If needed, trial keys can be found on the download pages.

CRM Resources – Part VI: Tools & Add-ons

April 16, 2010

From Wim Coorevits  blog.

Here are some really handy tools & add-ons that might “save your life” while working with / developing for Dynamics CRM 4.0.

  • Microsoft Dynamics CRM Demonstration Tools (for Microsoft Dynamics CRM 4.0) (Tool – Microsoft)
    The Microsoft Dynamics CRM 4.0 Demonstration Tools provide a simple user interface that allows you to easily enter and edit data to populate or modify your instance of Microsoft Dynamics CRM. It also allows you to load and store your data in XML format, so that you can reuse your data in the future.
    The Microsoft Dynamics CRM 4.0 Demonstration Tools also include utilities to:

    • Generate Data
    • Change the Dates and/or Times for Data
    • Create Dependent Picklists
    • Generate E-Mail
    • Set Icons for Entities
    • Change the CRM Navigation Pane
    • Replace Strings in CRM
  • CRM Plugin Registration Tool (Tool – MSDN)
    PluginRegistration tool is enhanced version of the tool that is published with Microsoft Dynamics CRM 4.0 SDK. Complete feature set:
  1. Register a pluginassembly, step and image.
  2. Validates the data before sending to CRM
  3. Update pluginassembly, step and image
  4. Unregister a pluginassembly shall cascade unregister all the children
  5. Enable, Disable a step
  6. Auto retrieve all CustomEntities information from the organization when registering the step
  7. Allows setting more values on step (e.g.: configuration, secureconfiguration, filteringattributes, etc.)
  8. Auto retrieve CustomAttributes on entity when registering images
  9. Search the pluginassembly, type, steps, images by names

10.  Visualize the status of the CRM Organization multiple views

  1. View by Assembly : What steps are registered on what plug-in
  2. View by Entity : What steps are registered on an entity(e.g.: contact)
  3. View by Message : What steps are registered on a message (e.g.: create)

11.  Shows the list of Microsoft Dynamics CRM 3.0 callouts registered in the organization

12.  Work with multiple organizations at the same time

13.  Exports the Xml in the same format that can be accepted by PluginDeveloper tool

                Stunnware Tools for Microsoft Dynamics CRM 4.0 (Tool – Stunnware)
The Stunnware Tools for Microsoft Dynamics CRM 4.0 combines a set of tools created for CRM developers and consultants. Some of the tools:

  • The Metadata Viewer
  • The Excel Export
  • The FetchXml Wizard (enhanced features in the Professional Edition)
  • The Code Generator (Professional Edition)
  • The Help File Generator (Professional Edition)
  • The Customization Comparer (Professional Edition)
  • The Trace File Viewer.

                Microsoft Dynamics CRM Internet Facing Deployment Configuration Tool (Tool – Microsoft)
The Microsoft Dynamics CRM Internet Facing Deployment Configuration Tool configures Internet Facing Deployment (IFD) for Microsoft Dynamics CRM 4.0 after you have already installed or upgraded to Microsoft Dynamics CRM 4.0.

                Microsoft Dynamics CRM 4.0 Performance Toolkit (Tool – Codeplex)
The Microsoft Dynamics CRM 4.0 Performance Toolkit was created by the Microsoft CRM product team to formalize performance testing of Microsoft CRM 4.0. The performance toolkit can be used by the Microsoft CRM partners and customers to collect data to support their CRM deployment decisions.
The toolkit facilitates load testing the performance of CRM deployments. By carefully planning the required dataset that the deployment needs to support and the workload requirements, the toolkit can be used to test if the scale requirements of a particular deployment can be met. This mechanism can be used in the deciding on a particular deployment solution and avoid costly downtimes at a later stage.

                CrmDiagTool4 for Microsoft CRM 4.0 (Tool – Benjamin Lecoq @ Microsoft CRM Support Tools Info)
So, what does the tool in v4?

  • Microsoft CRM Server
    • Enable/Disable Platform tracing, Zip the trace folder for you if needed.
    • Enable/Disable DevErrors
    • Generate Machine Report
  • Microsoft SRS Data Connector
    • Generate Machine Report
  • Microsoft CRM E-Mail Router
    • Generate Machine Report

                CRM 4.0 E-Mail Connector Logger Tool (Tool – Benjamin Lecoq @ Microsoft CRM Support Tools Info)
Tool to easily enable logging for the E-Mail Connector in CRM 4.0
The logging for the connector can be enabled by modifying the configuration file for the service like explained in the article.

                MSCRM 4.0 Bulk Data Export Tool (Tool – CodePlex)
This sample tool allows users to connect to OnPremise or Online Microsoft CRM 4.0 organization and export records of CRM entities in form of CSV files.

                CRM 4 ScaleGroup Job Editor
This utility is used to change the DeletionService and Re-Indexing service jobs in CRM 4.0. You can set the next run date/time of a job as well as change the schedule at which the job will continue to run automatically.

                CRM Form Reporter (Tool – MSDN)
Form Reporter is an application that creates a Word 2007 document detailing the configuration of all customizable Microsoft CRM 4.0 forms, including tabs, sections and information about each field. This document can be used for planning form customizations or documenting the current state of form customizations. This solution requires Word 2007 and .NET Framework 3.5.

                Microsoft Dynamics CRM JScript Export Tool (Visual Studio Project– Joris Kalz)
Joris Kalz wrote a few lines of code to export all jscript code without annoying interaction.

                Microsoft Dynamics CRM Vista Sidebar Gadget (Vista Gadget – CodeProject)
A gadget that can display the accounts and contacts from Microsoft Dynamics CRM on the user desktop.

                Microsoft Dynamics CRM 4.0 Virtual Machine (Virtual Machine – Microsoft)
This demo is a one computer setup with Microsoft Dynamics CRM 4.0 and associated Microsoft Dynamics CRM clients for Microsoft Office Outlook and Microsoft Internet Explorer.

                Microsoft Dynamics CRM 4.0 Virtual Machine Sample Data (Sample Data Differentiation File – Microsoft)
This VPC differentiation disk adds demonstration data and other demo-related content to the Microsoft Dynamics CRM 4.0 Virtual Machine. The Microsoft Dynamics CRM 4.0 Virtual Machine is required and is separately downloadable.

                Microsoft Dynamics CRM 4.0 Sample Data (On-Premise Edition) (Sample Data – Microsoft)
Sample data can be used for marketing and sales presentations or for training people to use Microsoft Dynamics CRM 4.0.

                Vertical Templates for Microsoft Dynamics CRM (Customizations/Extensions – CodePlex)
The templates are designed to work with Microsoft Dynamics CRM 3.0.
Microsoft Dynamics CRM industry-specific sales enablement and demo tools are provided as a baseline for partners/customers for further development. These industry-specific tools and templates, built on Microsoft Dynamics CRM, showcase how Microsoft Dynamics CRM is relevant to commercial and public sector markets.

                Accelerators for Microsoft Dynamics CRM (Customizations/Extensions – CodePlex)
CRM Accelerators are a range of add-on solutions developed for Microsoft Dynamics CRM 4.0 customers and partners. Each accelerator is available at no cost and will showcase how the Microsoft Dynamics CRM 4.0 platform can be configured and extended to broaden marketing, sales and service capabilities. Microsoft Dynamics CRM customers and partners are encouraged to further extend these accelerators to meet their specific business needs.

Each accelerator may consist of the following: Customizations (entities, forms, views), Workflow defintions, Business Intelligence elements such as custom reports (.RDL’s), Functional code samples (strictly adhering to SDK guidelines), Documentation for installing, operating, localizing and extending the solution, An automated installer.

The list of accelerators is as follows:

  • Analytics
  • eService
  • Event Management
  • Enterprise Search
  • Sales Methodologies
  • Extended Sales Forecasting
  • CRM Notifications
  • Business Productivity

                Citizen Service Platform
Welcome to the CodePlex site for CSP. This project is designed to hold solutions built upon the Microsoft platform using SharePoint, Dynamics CRM and the Windows Live platform that can be used to help Local and Regional Governments meet the needs of their Citizens. For more information on the CSP project please have a look at http://www.microsoft.com/csp and http://www.citizenserviceplatform.com/.

CRM Resources – Part V: Extensibility & Development

April 14, 2010

From Wim Coorevits  blog.

A bunch of you guys have been waiting for this one: Extensibility and development resources!

· Creating an application that connects to Microsoft Dynamics CRM
· ASP.NET applications on the Microsoft Dynamics CRM server
· ASP.NET applications for Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access
· Plug-ins
· Custom workflow activities
· Scripting
· Setup and deployment
· Application configuration

CRM Resources – Part IV: Admin, Management & Deployment

April 12, 2010

From Wim Coorevits  blog.

Here are the administration, management and deployment related resources.

CRM Resources – Part III: Using Dynamics CRM

April 8, 2010

From Wim Coorevits  blog.

And we continue with yet another part of the long list of resources. This time all related to using Dynamics CRM.

CRM Resources – Part II: Demos, Show Cases and Case Studies

April 7, 2010

From Wim Coorevits  blog.

In the second part of the “CRM Resources” series,  I bring you links to Demos, Show Cases, Success Stories and Case Studies:

  • CRM Online Demo during Kurt DelBene’s keynote at Office Developer’s Conference (Video – MSN)

    Ben Riga demonstrates CRM Online (formerly CRM Live) during Kurt DelBene’s keynote at Office Developers Conference (ODC) 2008. February 11, 2008

  • Microsoft Dynamics CRM Customer Showcase Launch Video (Video – Microsoft)

    This ‘Customer’ video profiles how Microsoft Dynamics CRM ‘Fits’ businesses such as Nortel, Renault, Dallas Cowboys and Mitsubishi Caterpillar Forklift Europe B.V. The running length is 4:05.

  • Microsoft Dynamics CRM Customer Showcase Brochure (Document – Microsoft)

    Make the case for your Microsoft Dynamics CRM solution sales: Learn how the platform enables other businesses to achieve consistent and measurable business-process improvements. The 26 customer success stories in this brochure feature diverse deployment scenarios—including On premise, Microsoft Dynamics CRM Online, and Partner- hosted—among small- to enterprise-size businesses in diverse industries, worldwide.

  • Microsoft Dynamics CRM Sizzle Video

    One minute video that features customers and partners describing Microsoft Dynamics CRM.

  • Microsoft Dynamics CRM Partner-Hosted Evidence Video — Orbit Imaging (Video – Microsoft)

    This video, available in two and four minute versions, describes how an on demand CRM solution is helping a fast-growing healthcare industry franchise better target its IT investments, and obtain speed to value with its Microsoft Dynamics CRM deployment.

  • Flash Demo: Microsoft Dynamics CRM Government (Flash Video – Microsoft)

    Flash Demo around Microsoft Dynamics CRM for Governement. Build on CRM 3.0

  • Microsoft Dynamics Case Study (Document – Microsoft)

    Multitenant CRM Enables Rapid Deployment, Flexible Foundation for U.S. Dynamics Field Sales Team

  • Microsoft Solution Helps Nielsen Company Track Business More Effectively (Document – Microsoft)

    Nielsen Media Research, part of the Nielsen Company, is the world’s leading provider of television, radio, and print audience measurement and advertising information services.

  • Dynamics CRM Success Stories (Site/Links – Microsoft)

    Contains links to success stories from different industries and company sizes. The categories are Healthcare, Media + Entertainment, Education, Financial Management, Government , Professional Services, Manufacturing and Microsoft Dynamics CRM Online.

  • Dynamics CRM Case Studies (Site/Links – Microsoft)

    Microsoft Case Studies filed under Dynamics CRM.

  • Dynamics CRM Belux Success Stories: In DutchIn French

     

    Use the search box to filter on Dynamics CRM!

CRM Resources – Part I: Introducing Dynamics CRM

April 6, 2010

From Wim Coorevits  blog.

Here is the first part of a very long list of CRM resources. It contains all kind of resources related to Dynamics CRM, what it is, how it integrates with other products and how it can be used in your organization.

After every link I also mention the type of resource and the source. The descriptions below the links are taken from the actual resource.