We offer CRM as a hosted solution using the IFD capabilities of CRM 4.0. We recently moved a new customer into Production, and a few days later they reported a problem when composing and viewing CRM emails (using the CRM form).
The problem manifested itself as shown below – note the IFD sign-in screen where the [...]
While sandboxing the upgrade of one of our CRM 3.0 customers to v4.0, I ran into an issue while customizing one particular entity.
Here are the steps I normally take in this process:
Redeploy the customer’s PROD CRM 3.0 databases in my sandbox VM using the ‘old’ stack of software (Win 2003, SQL 2005)
In-place upgrade to [...]
Some days you just have to scratch your head. Today one of my colleagues was getting set to make some customization changes to a CRM dev environment. She logged in as the system admin user, went to the Settings area, but lo-and-behold, the Customization node was missing. So she asked for help.
Easy, I thought; just [...]
If you are lucky enough to be responsible for installing and maintaining a large number of CRM for Outlook clients, then you may have wondered if it’s possible to pre-set some of the user settings. You may have also wondered when, exactly, you developed that facial tick that flares up whenever someone mentions CRM and [...]
Read Full Post | Make a Comment ( 1 so far )Interesting article about how the MSCRM team has removed a bunch of un-used code from their forms in Rollup 5:
http://blogs.msdn.com/crm/archive/2009/07/22/microsoft-dynamics-crm-customized-entity-form-performance.aspx
Seems like a no-brainer, as long as RU5 doesn’t neuter your Workflow Async service.
We normally install CRM Rollup Patches on our internal CRM as soon as they come out. It provides us with a chance to test the installer and sanity-check the application stability afterwards.
So when RU5 came out we installed it to our fully-functional CRM platform (which was running RU4 at the time). Our internal deployment is [...]
A client sent us a screen shot today that needed to be shared (thanks to PG for seeing the humour in even the most frustrating of things)…
huh?
Read Full Post | Make a Comment ( None so far )Ran into an interesting issue reported by a customer. In their CRM implementation, they were not able to adjust (increase) the size of their lead.description attribute. It’s an ntext field so it will store millions of characters, but the CRM UI was limiting them to 2,000 (the default size).
The maximum size wasn’t even displayed on [...]
Yes, we spell that with an extra ‘u’ up here in the north – that’s the way the Queen likes it.
Ever wonder what the colours of the appointments on the CRM 4.0 Service Calendar meant? Me neither, but I got asked about them today so I did some digging.
Turns out the CRM 4.0 Online Help [...]
A very little-known feature of CRM 4.0 is the ability to ‘turn off’ the ability to add new users – even to users with the System Administrators role.
For CRM 4.0, Microsoft has released a command-line utility called the CRM Deployment Configuration Tool. You can read more about the utility here and download it here. We [...]
Adventures in Microsoft CRM
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