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September 24 CRM 4.0 - Change Notes or Activities of an EntityWhen you create an entity with CRM 4.0 you will make a decision to allow Notes or Activities for the given entity as shown below.
Out of the box with CRM 4.0 this section shown above is greyed out once the entity is created, which means it cannot be changed. However, I have a solution which allows you to change this without having to delete the entity and all your hard work in order to change it. Follow the steps below to change the Notes or Activities for your entity (Note: This is NOT supported, so only do this at your own risk):
<HasRelatedNotes>True</HasRelatedNotes> The values inside these two attributes indicate if the entity should have Notes or Activities. Set each one to True if you require them, otherwise False to not allow them for the entity.
Easy! Now that must save you a lot of work. Remember this is NOT supported, so only do this at your own risk. However I have done this in the past will successful results. Greg Olsen July 20 Change Organisation in Outlook Client for CRM 4.0Below outlines the steps required to change the organisation within the CRM Outlook client. This is valid for Microsoft CRM 4.0.
You can also download the steps including screenshots (Office Word 2007 file): Change Organisation in Outlook Client for CRM 4.0.docx
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. For example, for the Microsoft CRM 4.0 VPC 2009 this would be (Note: this is not an actual link) http://crm 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.
You’re done! July 16 Create a new CRM 4.0 Organisation (Multi-Tenancy)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. I have done these steps on the latest Microsoft CRM 4.0 VPC 2009 released by Microsoft.
You can also download the steps including screenshots (Office Word 2007 file): Create a CRM 4 Organisation.docx
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 Yellow Duck Guy. 8. Enter Name as YellowDuckGuy. 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 New Zealand. 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. I selected the Microsoft CRM VPC 2009 database of CRM-SRV-01. 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. I will use the local URL for the Microsoft CRM VPC 2009 SQL Reporting Services Server which is http://localhost/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. Example (not a valid link from this blog): http://crm/yellowduckguy/loader.aspx
Your Microsoft CRM 4.0 instance now will be accessible.
Greg Olsen May 14 CRM 4.0 2009 VPC - Time Expiry DateWell I have finally got around to running up the latest time bombed CRM 4.0 2009 VPC and turned it into a Hyper-V image. The date of exipry for the downloadable VPC is August 12th 2010. So if you are using this just remember this date as the software within the VPC will stop executing. However, you will be able to access a "limited" amount of data within the VPC.
One thing I had to do to get CRM running within a Hyper-V Virtual Machine was to create an entry in the hosts file of 127.0.0.1 and point it to crm, which is the host header inside IIS. This may not be required, but for my version it was the quick fix to get the Virtual Machine image running CRM within Internet Explorer. The entry details enter were: 127.0.0.1 crm
I also noticed that SharePoint was writing automatically to the hosts file as well.
The hosts file is located at C:\Windows\System32\drivers\etc\hosts -> just open it with Notepad and add the entry above and save.
Greg Olsen
Yellow Duck Guy March 10 CRM 4.0 - SDK 4.0.8 - New Version AvailableNew version of the SDK for CRM 4.0 has been released. The new version is 4.0.8 and now available for download. Quite a bit updated so I guess you download it and start having a look around. Microsoft Download: Greg Olsen January 17 CRM 4.0 – Update Rollup 2 Released!Just received an email from Microsoft informing me that Update Rollup 2 is publically released. This rolls up a number of more fixes for CRM 4.0. One of the fixes is one I reported to Microsoft for CRM 4.0 which is (was): Steps to reproduce the error: -Go to Advanced Find Apply to test environments first, and then roll out to your production environments when testing completed. Great to see Microsoft released this so quickly after rollup 1. Good work. December 02 CRM 4.0 - Update Rollup 1 for CRM 4.0 (KB952858)Released on 24th November 2008 was the first service release or "Update Rollup 1" for CRM 4.0.
This rollup resolves and fixes a lot of issues experienced with CRM 4.0 Server, Outlook and Email Router. Any new installations should have this applied immediately after to ensure your system is rolled to the new version.
Version: 4.00.7333.1113
KB: 952858
The Update Rollup 1 can be downloaded from the link below:
Greg Olsen
Yellow Duck Guy October 05 Facebook – Microsoft Dynamics CRMMicrosoft Dynamics CRM is available via Facebook, the social networking site right here: http://www.facebook.com/group.php?gid=21809302488&ref=mf
A place for Dynamic CRM groups, pros, user's and friends to chat about the world of CRM. Greg Olsen September 29 CRM 4.0 - Sample Currency Import CSV FileMulticurrency was a new feature in CRM 4.0.
Therefore, I thought I would be good to upload and reference this sample CSV file for uploading currencies into CRM 4.0. You can check the layout incase you would like to know the format required to import currencies into CRM.
Steps to import a Currency exchange rate data file (via CRM Web Interface):
Advanced users could (as an example) built a routine (extending CRM) that could read the CSV file on a daily basis and import it into CRM via the exposed CRM Web Service. Download Currency Sample CSV file below: Data Importing made easy! July 20 CRM 4.0 - Developer Ramp Up KitThis month saw the posting of the developer ramp up kit for Microsoft Dynamics CRM 4.0 to the Microsoft Dynamics Developer Center Website. This posting can be helpful if you are starting out with development with Microsoft Dynamics CRM 4.0. Some of the presentations also have mention of CRM v1.2 and 3 as well. The location of the posting is here: http://msdn.microsoft.com/en-us/library/cc720132.aspx The following areas are covered (most have Microsoft PowerPoint presentations and videos for support):
Greg Olsen June 28 Microsoft CRM 4.0 User Handbook - view online!Head over to the following link to find the Microsoft CRM 4.0 User Handbook which you can view online:
Greg Olsen
Yellow Duck Guy CRM 3.0 Check what version is installedIn order to check the version of Dynamics CRM v3.xxxxxx you can do the following:
Greg Olsen Using CRM 4.0 Web Services in Client-Side JavaScriptMichael Höhne has some useful information on his stunnware website for anyone developing with CRM. One article I will mention here is the article which explains how to use the CRM 4.0 Web Services in Client-Side JavaScript.
The details can be found here:
http://www.stunnware.com/crm2/topic.aspx?id=JSWebService2 Greg Olsen Yellow Duck Guy Microsoft Dynamics CRM tools - a fewPatrick Verbeeten has available the following CRM tools on his Website which maybe useful to you.
More about these tools can be found here: Greg Olsen June 10 CRM 4.0 - Change your Organisations Database NameFound this blog article here which I would share and give FULL CREDIT to for changing the organisation database name with CRM 4.0.
Article here: http://blogs.technet.com/crmbipl/archive/2008/01/14/changing-crm-4-0-organizations-database-name.aspx
Sometimes you may have to change the CRM organization database name on SQL Server. It is possible in CRM 4.0 and is quite easy, in fact. To accomplish this task you will have to follow these steps:
1. Run Microsoft CRM Deployment Manager (Start -> All Programs -> Microsoft Dynamics CRM Deployment Manager).
2. Go to "Organizations" node, press right mouse button on the organization that uses the database whose name you want to change. Choose the "Disable" option.
3. Repeat all the activities described in point 2, but this time select "Delete" option.
4. Connect to your database server (for example, using Microsoft SQL Management Studio) and rename your [OrganizationName]_MSCRM database to the desired name. Sometimes you may get the information: “The database cannot be exclusively locked to perform this operation”. In such a situation the SQL Server restart will help.
5. Use the CRM Deployment Manager to Import Organization (Deployment Manager -> Organization -> “Import Organization” option). It will run the wizard which allows for importing an organization from an existing SQL database
6. Choose SQL Server and new database names.
7. Specify the "organization name", "display name" and report server network location.
8. Select appropriate method for mapping CRM users.
9. Finally, import new organization. Great Posting! Greg Olsen Yellow Duck Guy May 17 CRM 4.0 - Video Cast CollectionSanjay Jain (Microsoft Dynamics ISV Architect Evangelist) has place a great list of Star Casts or Video Casts on his blog which provides a great resource for CRM. One excellent one is the install process of CRM 4.0 which is something to watch before you start those CRM 4.0 installs. I couldn't get the sound to go with this one - maybe there is no sound? Greg Olsen May 10 CRM 4.0 - Advanced Data Migration Map Editor for Microsoft Dynamics CRM 4.0
Enjoy! Greg Olsen April 28 CRM - Free ExtensionsCRM Extensions have a free CRM simple extensions download available here:
Info from there site:
CRM Extensions offers a variety of extensions free of charge.
April 20 CRM - Visio Shapes for Microsoft CRM 3.0Handy file located on the MSDN Code Gallery is the Visio Shapes for Microsoft CRM 3.0.
"Typically a large part of this effort is to develop a Functional Design Document or Vision Document that describes exactly what we are going to build on the Microsoft CRM Platform. These documents typically include screen mockups of what the final UI may look like ...."
"To make this process easier we developed a set of 29 custom Visio shapes, that when used in conjunction with other Visio Windows XP User Interface shapes, allow our Project Managers to quickly and easily design mock CRM UI screens that meet almost any client requirement"
So if you need to do some UI design work for CRM it might help to check these out first:
To make this even easier, you can download the Visio Shapes from here also:
Note: Please read Microsoft Public License (Ms-PL) regarding this file for usage. Greg Olsen Yellow Duck Guy CRM 4.0 - Visual Studio implements intellisense for ISV.Config, SitemapSpotted this article regarding Visual Studio 2008 (might as well use the latest version!) implementing intellisense while modifing the ISV.Config or SiteMap which I thought was pretty cool.
If you have a spare 10 minutes, check this article out with Visual Studio 2008. Make sure you have a copy of the latest CRM 4.0 SDK to get the required Schemas.
Article here thanks to Jonas Deibe:
Greg Olsen Yellow Duck Guy |
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