Archive for May, 2010

Install MS Dynamics CRM 4.0 Outlook Client on MS Outlook 2010

May 26, 2010

I’m using currently Windows 7 with Office 2010. Office 2010 looks good so we have a ribbon menu in all products (Visio, Outlook). I’m working most of my time with Dynamics CRM I tried to install CRM Outlook Client but without success. As usual there is workaround for it. Go to registry path

HKEY Current User\SOFTWARE\Microsoft\MSCRMClient

Create DWord (32 bit) value
Title: IgnoreChecks
Value: 1

Installator will show error but you will be able to continue.

Microsoft Dynamics CRM 4.0 support only 32-bit Outlook Client.

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Microsoft Office SharePoint Server 2007 WorkFlow

May 21, 2010

With Sharepoint 2007 and Windows Workflow Foundation(WWF) you can create great workflows.

Below you can find some links to tutorials and articles that I think may be the bible on the subject.

  • SharePoint document workflow with Visual Studio workshop
  • SharePoint workflow: error updating a list item
  • How to video: Building a multilevel approval workflow with SharePoint (MOSS 2007) and Visual Studio
  • Workflow Gotcha – can’t use surveys
  • Building workflow templates for SharePoint v3 using Visual Studio 2008
  • Workflow insights – correlation
  • Serge Luca tutorials:

    1. Creating and Testing the project
    2. Extending the workflow: checking the amount and setting the status
    3. Extending the workflow: finding the manager and creating a custom activity
    4. Creating the tasks
    5. Creating and Using InfoPath Tasks Forms
    6. Using Several Task Forms
    7. Using association and initialization forms
    8. Bringing data from the workflow to the task form
    9. Using ASPX forms in workflows
    10. Reuse, Modify and Debug a Sharepoint Designer workflow in Visual Studio
  • Workflow insights – dependency
  • Cool CRM 4.0 tools that may not be generally known

    May 19, 2010

    I have come across a number of different tools, some shown to me by Microsoft reps, others by other partners, some by clients and still some (more typically) by my coworkers. I always find it funny when I have a tool that I’ve been using for a really long time but I never told my coworkers about (or that situation in reverse). All of a sudden life is so much easier. So, here’s a list of some tools that I have found and use to make my life easier.

    1. Microsoft Dynamics CRM 4.0 Demonstration Tools
    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.
    This is one that one of my sales team members showed me how it helped him with his demos. I told him it would be great for implementation too.

    2. MSCRM Plugin Registration Tool
    PluginRegistration tool is enhanced version of the tool that is published with Microsoft Dynamics CRM 4.0 SDK (if you’re using plugins I hope you know about this one, if you don’t, it will change your life)

    3. Microsoft CRM Support Tools
    Things like the diagnostic tool for tracing and the email connector logger.

    4. Microsoft Dynamics 4.0 Performance Toolkit
    Helps to stress test an environment. A lot of set up but you get a lot of good data.

    5. Microsoft Dynamics Internet Facing Deployment Configuration Tool
    You could set up IFD manually, but why would you do that when this tool makes it so easy?

    6. Microsoft Dynamics CRM Accelerators
    I’ve blogged about these before, but these essentially are free “modules”, external portals, or reports that help make CRM be more effective to you and your organization. Codeplex has a number of other CRM tools that you can easily search for and try out.

    7. Microsoft Dynamics CRM 4.0 Logical Database Diagram
    Maps whatever entities you choose in Visio. If you keep your select entities to only a few, this can be very useful. But don’t expect to use this for your entire system. This maps out EVERY relationship on any specified entity (activities, notes, users, imports, plus all the regular ones you want).

    8. Stunnware’s FetchXML Wizard
    Great for scripting. Stunnware has lots of other great tools, so poke around and see what you can find.

    Default organization to load in MS Dynamics CRM 4 Enterprise

    May 17, 2010

    I’m testing CRM 4.0 Enterprise with several organizations.  The first organisation was created during the installation and I can access it with http://crm4 or http://crm4/FirstOrg. The second organization was imported after the installation and I can access it by http://crm4/SecondOrg.

    But the second organization is the primary and the mostly used. My question is: how to make http://crm4 loading the second organization instead of the first? I tried to change the default organization via deployment manager but it made no effect.

    To change the default organization, you will need to do the following. Please have a backup of your database before running the update scripts.

    The IDs in the script are examples, please remove the IDs and replace with your IDs

    — Determine the organization id you wish to set as default for the user use mscrm_config

    select * from organization

    — Find the user’s Systemuserid

    use Org_mscrm

    select systemuserid from systemuserbase where domainname = ‘test\cperry’

    — systemuserid = <7D63B217-D75F-DD11-8AAC-0003FF87A060>

    — Find the user’s id

    use mscrm_config

    select userid from systemuserorganizations where crmuserid = ‘7D63B217-D75F-DD11-8AAC-0003FF87A060’

    — userid = 8063B217-D75F-DD11-8AAC-0003FF87A060

    — Find the appropriate user in the systemuser table

    use mscrm_config

    select * from systemuser where id = ‘8063B217-D75F-DD11-8AAC-0003FF87A060’

    — Update the Systemuser table to reflect the desired defaultorganizationid

    use mscrm_config

    update systemuser set defaultorganizationid = ‘CD24BEAC-D267-44F8-88D4-8555566C109C’ where id = ‘8063B217-D75F-DD11-8AAC-0003FF87A060’

    Microsoft SharePoint Foundation 2010

    May 14, 2010

    SharePoint Foundation 2010 is the new version of Microsoft Windows SharePoint Services. It is the essential solution for organizations that need a secure, manageable, web-based collaboration platform. SharePoint helps teams stay connected and productive by providing easy access to the people, documents, and information that they need to make well-informed decisions and get work done. Use SharePoint Foundation to coordinate schedules, organize documents, and participate in discussions through team workspaces, blogs, wikis, and document libraries on the platform that is the underlying infrastructure for SharePoint Server.

    http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=49c79a8a-4612-4e7d-a0b4-3bb429b46595

    Search Server 2010 Express: If you’re using SharePoint Foundation, you can easily add search capabilities to your collaboration environment across SharePoint sites, file shares, web sites, Exchange Public Folders, and third party repositories using Microsoft Search Server 2010 Express. Click here to download.

    Customer Portal Accelerator for Microsoft Dynamics CRM

    May 13, 2010

    The Customer Portal accelerator for Microsoft Dynamics CRM provides businesses the ability to deliver portal capabilities to their customers while tracking and managing these interactions in Microsoft Dynamics CRM.

    This accelerator combines all the functionality previously released in the individual eService, Event Management and Portal Integration Accelerators. Customers can turn on or off this functionality depending on their specific requirements.

    Customers can also choose whether they wish to deploy their portal on their own web servers or in the cloud with Windows Azure.

    The Customer Portal Accelerator for Microsoft Dynamics CRM will work with all deployment models for Microsoft Dynamics CRM including on-premise, Microsoft Dynamics CRM Online and partner-hosted.

    The Customer portal Accelerator for Microsoft Dynamics CRM introduces new Content Management capabilities in addition to all the functionality of eService, Event Management and Portal Integration.

    Customers can still choose to install and configure the previous versions of the portal accelerators individually but you are strongly urged to install this new portal framework for your portal requirements.

    http://customerportal.codeplex.com/

    Customer Care Accelerator for Microsoft Dynamics CRM

    May 12, 2010

    The Customer Care Accelerator (CCA) for Microsoft Dynamics CRM focuses on delivering contact center enabling functionality, such as the ability to create a unified desktop by combining data elements from disparate line of business applications and displaying it in a single user interface. The core Customer Care business scenarios highlighted by this accelerator include the following:

    Integrated desktop: Customers can aggregate information from diverse business applications into an integrated desktop providing employees with a 360° view of the customer interactions. Customer service representatives have immediate access to business critical information to serve customers quickly and efficiently, increasing customer satisfaction and loyalty.

    Eliminating Duplicate Data Entry: Organizations can streamline business processes by creating desktop automation workflows. Process automation eliminates the need for agents to re-enter the same data in multiple applications. Minimizing duplication helps to reduce human error and ensures a consistent customer service experience.

    Computer Telephony Integration (CTI): Organizations are provided with a consistent framework to connect CTI systems with key line of business applications.

    Activity Reporting: Contact center managers have swift access to agent desktop transaction reporting, helping them to identify process bottlenecks.

    As with all the other Microsoft Dynamics CRM 4.0 accelerators, CCA is available as permissive shared source and is a reference example that can be adapted to fit the needs of a customer as well as additional business scenarios.

    http://crmcca.codeplex.com/

    Microsoft Dynamics CRM SDK 4.0.12 Available

    May 10, 2010

    Microsoft Dynamics CRM SDK 4.0.12 is now available for download! This update contains some very exciting additions:

    Advanced Developer Extensions

    Advanced Developer Extensions for Microsoft Dynamics CRM, also referred to as Microsoft xRM, is a new set of tools included in the Microsoft Dynamics CRM SDK that simplifies the development of Internet-enabled applications that interact with Microsoft Dynamics CRM 4.0. It uses well known ADO.NET technologies. This new toolkit makes it easy for you to build an agile, integrated Web solution!

    Advanced Developer Extensions for Microsoft Dynamics CRM supports all Microsoft Dynamics CRM deployment models: On-Premises, Internet-facing deployments (IFDs), and Microsoft Dynamics CRM Online. The SDK download contains everything you need to get started: binaries, tools, samples and documentation.

    Authentication for Microsoft Dynamics CRM Online

    We have added new authentication documentation and sample code for Microsoft Dynamics CRM Online that does not require using certificates, making it easier for you to write code for your online solutions.

    There are quite a few other updates in this version of the SDK package. Refer to the release history on the first page of the CHM for a complete list.

    Creating custom link fields in Microsoft Dynamics CRM 4.0

    May 7, 2010

    The regular nvarchar attribute with URL format is useless for anything else but link with http/https and ftp/ftps schemes.

    To make things worse, if you put in link with a protocol that is not recognized by CRM validation code, http protocol gets automatically appended. So forget about using skype, navision, magnet, msnim or any other URI schemes!

    Also, did you notice hot useless Email format is? You can’t click and send an email to address from you default email client!

    But there is a simple JavaScript trick that can be used to convert any regular nvarchar field on a form to clickable link field!

    We want to turn the link into blue and underline it. Using same CSS style as for build in URL format is not the way to go, since it includes CSS behavior that validates schemes and adds http URI scheme if none is used.

    We can recreate the look and feel with just a few lines of code. Put it in OnLoad event and substitute attribute name.

    var emailTextBox = crmForm.all.emailaddress1;emailTextBox.style.color = “#0000ff”;emailTextBox.style.textDecoration = “underline”;emailTextBox.attachEvent(“ondblclick”, openEmail1); function openEmail1() { if (emailTextBox.DataValue != null) document.location = “mailto:” + emailTextBox.DataValue;}

    The end result – colored and underlined email that you can double-click it.

    You can change first parameter of attachEvent to “onclick” if you prefer single click.

    Update Rollup 10 for Microsoft Dynamics CRM 4.0

    May 6, 2010

    The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 10 on Thursday, April 8, 2010.
    The links below will take you to the necessary information about Update Rollup 10:

    General Details about Update Rollup 10

    Update Rollup 10 is cumulative. However, the Update Rollup 10 CRM Client and Data Migration Client packages require Update Rollup 7 to be installed. For all other CRM components you do not need to install any previous Update Rollups prior to Update Rollup 10

    The Update Rollup 10 download contains updates for the 40 supported Language Packs. Prior to installing the Update Rollup 10 Language pack you must install the original Language pack. If you have Language Packs installed, you should:

    • Download the Update Rollup 10 Language Pack
    • Install the Update Rollup 10 Language Pack
    • De-provision the Language Pack
    • Re-provision the Language Pack

    Information about how to avoid reboots when installing the CRM Outlook Client can be found in the Update Rollup 4 blog posting.  

    The Update Rollup 10 Client can be deployed before the server is upgraded to Update Rollup 10.

    Steps to make the Update Rollup 10 Client available via AutoUpdate can be found in the Update Rollup 4 blog posting. The Link and Patch IDs can be found in KB article 979347.

    Each update rollup could have fixes that require manual configuration. Please see the “Hotfixes and updates that you have to enable or configure manually” section in KB 979347.

    Microsoft Dynamics CRM Client for Microsoft Outlook

    Update Rollup 10 includes updates to the CRM client to improve the reliability during synchronization of the offline client. Specific scenario information can be found in KB 979347.

    Microsoft Dynamics CRM E-mail Router

    The Update Rollup 10 CRM E-mail Router has added support for Exchange Online.  

    How to get support for Update Rollup 10

    To get support please contact Microsoft Product Support. For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft Web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS

    Note In special cases, charges that are ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem. The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.