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Sunday
Jul092006

Microsoft CRM KB Article - June Review

One of the things I do occasionally is review the new or updated KB articles relates to CRM – The following are some of the KBs that I found that were more interesting than others. 

KB 916955 – CRM does not synronize the time you entered for the task in CRM with Outlook.  If the task has a due date of today a reminder will not generate if the default task time has already passed.

KB 921389 – E-Mail from internal users not delivered when you configure a CRM queue to receive messages – This is due to Organization Settings – > System Settings – >On the E-mail Tracking tab, click No under Set whether to exclude e-mails between Microsoft CRM users, and then click OK

KB 911459 – Prompted to log back onto CRM in the Service Provider Edition of CRM – I’ve been Looking for this setting!  Registry key AbsoluteTimeoutMinutes  controls the timeout

KB 917930 – URL in a contact form does not appear as a hyper link – it’s due to having the wrong type of field - this KB provides steps to fix.

KB 911392 – View in CRM doesn’t work from Contacts form in the CRM Service Provider edition – We haven’t seen this problem occur “View in CRM” works fine for our sites so there must be some condition that causes users to see this happen – Regardless it’s apparently a known issue now!

KB 921388 – DNS problems can prevent Mobile Services from Starting – Resolution provided

KB 921544 -E-Mail messages don’t get back into CRM from the Exchange Router due to user running routing service not being a domain admin or the exchange server not being in the PRivUserGroup

KB 910242 – Receive error message when try to send or promote an e-mail in CRM – Hotfix available

KB 918609 – A time-out occurs when you import large customizations into CRM – Resolutions provided.

KB 912061 – Some fields not available as search criteria on Advanced Find – We ran into this one glad to see a HotFix became available for it!

Friday
Jul072006

CRM with Vista & Office 2007

I’ve been looking for some public source of information on support for Vista / Office 2007 since the info I had was not made public at the time - so I found it!

Simon Hutson says the Sustained Engineering team will be testing it “we will be fully testing the Outlook Client running on Vista and Office 2007. Once testing is complete, any bugs raised will be fixed and a refresh of the Outlook Client for CRM 3.0 will be released.” read more here.

This is great news – it would be a shame to break the momentum

I have seen some comments by other MVPs suggestion that MS shouldn’t spend time getting CRM to work with the Beta’s of Office and Vista but rather wait till it’s released.  I think I have to disagree on that and think the MBS team needs to step up and get more engaged with some of the broader product releases that are upcoming.  This is true both on the development side as well…I think now that they are more closely integrated with the Office teams that will help that along.

Friday
Jul072006

Adding Icons to your custom entities

Ben Vollmer posted a couple of good posts on the topic of icons. 

Where to get more icons  and How to upload them

Friday
Jul072006

Controlling the Form Assistant

Recently on the news groups Tobin Zebra one of the CRM developers posted the following instructions on how to disable the form assitant globally.

What is really needed in the next version is more ways to control that from the customizations and in a perfect world the ability for a user to set preferences.  Some users want it available all the time others want it disabled and never use it – put the control in the users hands with defaults set by customization.

The following is an excerpt from Tobin’s news group post:

We are considering adding a way to globally disable the form assistant in
the next version of CRM.  Until then you can disable it by updating the
FormXml of the forms that use it.  Here are some instructions that are
being considered for the next release of the V3 documentation:

1.          In Microsoft CRM, on the Navigation Pane, click Settings, and
then click Customization.
2.          In the Customizations area, click Export Customizations.
3.          In the Export Customizations list, select the entity you want
to customize.
4.          On the More Actions menu, select Export Selected
Customizations, and then click OK.
5.          In the File Download dialog box, click Save, select a location
for the Customizations.xml file, for example your desktop, and then click
Save again.
                     Note: Save a backup of the file, so that you can
revert to the original file, if you have to.
6.          Navigate to the Customizations.xml file location and open the
file in a text editor, such as Wordpad.
7.          In the Customizations.xml file replace the
                     relatedInformationCollapsed= "<true or false>"
                     "false" = collapsed by default  
                     "true" = open by default
                     Make sure to use the correct case, because this string
is case sensitive.
8.          Save the Customizations.xml file on your desktop.
9.          In Microsoft CRM, in the Navigation Pane, click Settings, and
then click Customization.
10.       In the Customization area, click Import Customizations.
11.       In the Import Customizations area, browse to the updated site map
file, and then click Upload.
12.       Publish the customizations by going to
Settings/Customization/Customize Entities.  Select all entities that you
modified  and click publish from the toolbar.

Friday
Jul072006

Updated Help and SDK

I really think it’s great that the MS CRM team doesn’t make you wait till the next release to get your hands on updated Help and the SDK.

Earlier this week the help was updated and you can download the latest help here.

The SDK was updated at the end of June to Version 3.0.5 – you can download it here.

Friday
Jul072006

Understanding Contact Syncronization

One of the more mysterious things that happens in MS CRM is the black magic that synchronizes contacts in CRM with a users contacts in Outlook. 

Recently Kjell-Sverre provided a very detailed discussion on what happens when a contact is deleted – but it also explains a lot of the magic.  The CRM team blogged a bit ago about how to clear the deletion tracking – it again gives more details that are interesting.  You can read their post here.

One of the other great posts on the topic I found was the post on CRM to Outlook field mapping – You can find that here.  We have an import tool that we created that among other input sources imports from Outlook and having some of this information would have been real useful early on!

Thursday
Jul062006

All about CRM

I decided I wanted to do more blogging about MS CRM but I didn't want to turn my main blog into a CRM only blog.  So here you are - look for more content specifically related to CRM.

I did the same thing with my technology law thoughts here if your interested in those types of topics - my main blog can be found here.  My main blog is more about general .NET development .

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