Knowledge found and lost while working with Microsoft Dynamics CRM
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  • I'm not sure me and hybrid cars are a good mix

    Posted on March 8th, 2008 mitch Print Print No comments

    I almost got run over by one leaving Starbucks today.  I was walking back to my truck, between two cars parked at the edge of the parking lot, and all of the sudden I was staring at the rear quarter-panel of a car.  I didn't realize it was a hybrid until I realized that I couldn't hear it – which is why I almost walked into it.

    So the real question is: if we had run into each other ( me and the hybrid ), who would have won?  I'm a pretty big boy and that hybrid ( a Ford, I think ) was pretty small.  I would assume we'd both end up with dents and need to be taken to the body shop to have the fixed…

    Meanderings
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  • Knowing your place in the world

    Posted on March 7th, 2008 mitch Print Print No comments

    So I'm back in Arkansas last week and I pick up my 16-year old niece to go somewhere or the other.  Being 16, the first thing she does when she gets in the truck is to re-tune my radio.

    I promptly flipped it back to the station I as listening to before I picked here up. This prompted the following rebuke:

    I didn't give you radio control. You just need to drive and look at the road.

     

    Yes ma'am.

    Meanderings
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  • My Mo-Better Boots

    Posted on March 7th, 2008 mitch Print Print No comments

    These are my Mo-Better Boots.  I wear them because I found my life to be mo better when I'm not slipping and sliding in the snow and ice and landing on my bottom.  Much mo better…

    100_0057

    Meanderings
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  • Snowmen of Coppell. March 7, 2008

    Posted on March 7th, 2008 mitch Print Print No comments

    We had a bit of a blizzard yesterday here in Coppell, Texas with snowflakes as big as butterflies ( it is Texas after all ).

    Anyway, I've assembled the work of some of my local artists below.

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    Meanderings
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  • Disabling the Lead Entity in CRM 4.0

    Posted on March 5th, 2008 mitch Print Print 2 comments

    Occasionally, I encounter a customer who has absolutely no need to track Leads. They start the relationship using Accounts and Contacts.  In order to maintain a clean user experience, we usually just remove all rights to the Lead Entity so that it will be removed from the CRM user interface.

    In CRM 3.0, this practice works as expected and produces few, if any, side-effects.  However, with CRM 4.0, we have run across an interesting issue associated with email tracking.  Depending on how you configure email tracking, CRM can automatically track an email without using the CRM tracking token by locating the email address within CRM.  It does this by performing a search within Leads, Accounts, and Contacts.

    The Problem

    The problem arises when you have access to Leads disabled.  Outlook ( or more correctly, the CRM Add-in ) will start generating errors related to security, permissions, etc. because if you don't have at least read access to an Entity, you can not  query against it.

     

    The Solution

    1) Modify the various Security Roles and remove all access from Lead with the exception of Read.

    2) Export the SiteMap.

    3) Modify the SiteMap using WordPad or Visual Studio. For each location where you find Lead, you will need to add a Privilege Node, as shown below:

                <SubArea Id="nav_leads10" Entity="lead" DescriptionResourceId="Lead_SubArea_Description">

                    <Privilege Entity="lead" Privilege="Write" />

                </SubArea>

    4) Import the modified site map.

     

    How the Solution Works

    By removing all privileges from the Lead Entity ( with the exception of Read ) you effectively remove from the users, the ability to create new Leads.  Leaving Read access enabled allows the CRM Client to properly query Lead for emails.  None will be found, of course, since there is no data, but it will not generate an error.

    Modifying the CRM SiteMap allows us to remove the Leads Entity from the CRM user interface.  The Privilege node we add to each instance of Lead instructs CRM to only display the Lead Entity if the user has the Write Privilege.  Since users only have the Read Privilege, this effectively removes Leads from the UI.

    Additional Actions

    If you would like to carry this further, you may also wish to modify the Account and Contact forms to remove the references to Originating Lead.

    Dynamics CRM
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  • Are you going to Convergence 2008 in Orlando, FL?

    Posted on March 5th, 2008 mitch Print Print No comments

    If so, let's meet up.  Drop me an email.

    mitch at crmaccelerators dot net

    Dynamics CRM
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  • CRM Articles created in January

    Posted on March 4th, 2008 mitch Print Print No comments

    Here is a list of CRM articles published in January.  You'll need CustomerSource/Partnersource access to connect to the links.

     

    Knowledge Base ID
    Product and Version
    Module/Topic
    Date Published
    Description

    January 2008 Hotfix Articles

    940761
    Dynamics CRM 3.0
    Activity
    01/04/08
    You cannot process an activity that you are viewing in Microsoft Dynamics CRM 3.0

    941862
    Dynamics CRM 3.0
    Administration
    01/04/08
    A user who has the Assign Role privilege in a child business unit can unexpectedly assign the System Administrator role in Microsoft Dynamics CRM 3.0

    942422
    Dynamics CRM 3.0
    CRM client for Outlook
    01/03/08
    An e-mail message is undeliverable when you send the e-mail message to a Microsoft Dynamics CRM 3.0 ABP contact

    941310
    Dynamics CRM 3.0
    CRM client for Outlook
    01/03/08
    Error message when you try to reply to an e-mail message in the Microsoft Dynamics CRM 3.0 client for Outlook: "The regarding record is invalid or not currently accessible"

    944035
    Dynamics CRM 3.0
    CRM client for Outlook
    01/11/08
    A product record contains duplicate Substitute products or duplicate Kit products when you go offline in Microsoft Dynamics CRM 3.0 laptop client for Outlook

    944086
    Dynamics CRM 3.0
    CRM client for Outlook
    01/11/08
    Error message when you create a quick campaign in the Microsoft Dynamics CRM 3.0 client for Outlook: "An ActiveX control on this page is not safe"

    944834
    Dynamics CRM 3.0
    CRM client for Outlook
    01/17/08
    A duplicate appointment appears in the Outlook calendar when you run the "Synchronize Outlook with CRM" function in the Microsoft Dynamics CRM 3.0 client for Outlook

    945061
    Dynamics CRM 3.0
    CRM client for Outlook
    01/21/08
    Error message when you start the Microsoft Dynamics CRM 3.0 client for Outlook: "Dr. Watson Exception Violation C0000005 CRMADDIN.DLL!CAddin::PrepareInterop"

    942359
    Dynamics CRM 3.0
    CRM client for Outlook
    01/23/08
    Error message when you try to assign a case when you are offline in the Microsoft Dynamics CRM 3.0 laptop client for Outlook: "A SQL Server error occurred"

    946130
    Dynamics CRM 3.0
    Customization
    01/15/08
    Error message when you create a related record from a custom entity in Microsoft Dynamics CRM 3.0: "Insufficient Permissions. The logged-on user does not have the appropriate security permissions to view these records or perform the specific action"

    946070
    Dynamics CRM 3.0
    Customization Manager
    01/04/08
    Error message when you try to save an instance of a custom entity in Microsoft Dynamics CRM 3.0: "Invalid Argument"

    945220
    Dynamics CRM 3.0
    E-mail
    01/08/08
    Microsoft Dynamics CRM 3.0 does not create an e-mail record when you send an e-mail message to a Microsoft Dynamics CRM user

    946128
    Dynamics CRM 3.0
    Miscellaneous
    01/09/08
    The date in the Date Fulfilled field is the default date even if you enter a different date in the Fulfill Date box when you run the Fulfill Order function in Microsoft Dynamics CRM 3.0

    945565
    Dynamics CRM 3.0
    Miscellaneous
    01/14/08
    Error message when you try to run the Search function in a List Web part in Microsoft Dynamics CRM 3.0: "An error has occurred. This Web part could not be displayed"

    946416
    Dynamics CRM 3.0
    Miscellaneous
    01/31/08
    The validation checks do not run when you try to save an invalid value in a field for an attribute form of an entity in Microsoft Dynamics CRM 3.0

    940496
    Dynamics CRM 3.0
    Performance
    01/04/08
    Error message when you try to view activities in Microsoft Dynamics CRM 3.0: "A SQL Server error occurred. For more information, contact your system administrator"

    944256
    Dynamics CRM 3.0
    Sales
    01/16/08
    You can delete a Subject record that is used by a Sales Literature record in Microsoft Dynamics CRM 3.0

    939680
    Dynamics CRM 3.0
    SDK
    01/24/08
    You can merge a contact, an account, or a lead by using a custom SDK application even though you do not have the Merge privilege in the security role in Microsoft Dynamics CRM 3.0

    945311
    Dynamics CRM 3.0
    Venezuela time zone
    01/21/08
    A hotfix is available that adds the new UTC -4:30 time zone for Venezuela in Microsoft Dynamics CRM 3.0

    944296
    Dynamics CRM 3.0
    Workflow
    01/04/08
    Multiple workflow events occur when you programmatically run an Update event or an Assign event in Microsoft Dynamics CRM 3.0

    944206
    Dynamics CRM 3.0
    Workflow
    01/16/08
    You do not see the time zone information that should be created by a workflow rule that uses a date/time slug in Microsoft Dynamics CRM 3.0

    January 2008 How-to and Other Articles

    947272
    Dynamics CRM 4.0
    Administration
    01/16/08
    How to downgrade a license key after you install Microsoft Dynamics CRM 4.0

    946594
    Dynamics CRM 4.0
    Components
    01/07/08
    How to determine the version of various Microsoft Dynamics CRM 4.0 components

    946288
    Dynamics CRM 4.0
    CRM client for Outlook
    01/03/08
    Description of why you always receive a warning message when you run the Microsoft Dynamics CRM for Outlook Setup wizard

    946592
    Dynamics CRM 4.0
    CRM client for Outlook
    01/03/08
    Invalid duplicates appear when you go online in Microsoft Dynamics CRM 4.0 client for Outlook

    947089
    Dynamics CRM 4.0
    CRM client for Outlook
    01/09/08
    Error message when you configure the Microsoft Dynamics CRM 4.0 client for Outlook: "Microsoft Dynamics CRM client for Outlook cannot be configured"

    947095
    Dynamics CRM 3.0
    CRM client for Outlook
    01/10/08
    The "E-mail via Mail Merge" functionality is unavailable in Microsoft Dynamics CRM 3.0 client for Outlook

    947276
    Dynamics CRM 4.0
    CRM client for Outlook
    01/10/08
    The Microsoft Dynamics CRM toolbar always appears in the default position when you start Outlook

    947091
    Dynamics CRM 4.0
    CRM client for Outlook
    01/11/08
    Error message when you synchronize the Microsoft Dynamics CRM client for Outlook with the Microsoft Dynamics CRM server: "The caller id does not match the subscription owner id"

    945276
    Dynamics CRM 3.0
    CRM client for Outlook
    01/17/08
    Outlook stops responding when you double-click a recalled e-mail message in the Microsoft Dynamics CRM 3.0 client for Outlook

    946136
    Dynamics CRM 3.0
    CRM client for Outlook
    01/17/08
    You are prompted to log on again when you try to download an attachment in Microsoft Dynamics CRM 3.0 client for Outlook if you are online

    947544
    Dynamics CRM 4.0
    CRM client for Outlook
    01/23/08
    Records are missing when you go offline in the Microsoft Dynamics CRM Client for Outlook

    948068
    Dynamics CRM 4.0
    CRM client for Outlook
    01/24/08
    Some records are not synchronized to the Microsoft Dynamics CRM Address Book Provider when you synchronize accounts or when you synchronize contacts in Microsoft Dynamics CRM 4.0 client for Outlook

    948317
    Dynamics CRM 3.0
    CRM client for Outlook
    01/31/08
    Error message when you install Microsoft Dynamics CRM 3.0 client for Outlook: "Microsoft.Crm.Setup.Client.InstallMailMergeTemplatesAction failed"

    948311
    Dynamics CRM 4.0
    CRM client for Outlook
    01/31/08
    Error message when you try to log on to the Microsoft Dynamics CRM 4.0 Web client or to the Microsoft Dynamics CRM client for Outlook: "Checking Privilege for UserId: {CB6CF5E3-C6BD-DC11-AF2F-001AA037AE2D}"

    947060
    Dynamics CRM 4.0
    CRM Connector for SSRS
    01/10/08
    Error message in the Environmental Diagnostic wizard when you try to install the Microsoft Dynamics CRM Connector for SQL Server Reporting Services: "Unable to validate SQL Server Reporting Services Report Server installation"

    947278
    Dynamics CRM 4.0
    CRM Connector for SSRS
    01/11/08
    Error message when you try to install the Microsoft Dynamics CRM Connector for SSRS: "Microsoft Dynamics CRM Connector for SSRS Setup Setup did not complete successfully"

    946598
    Dynamics CRM 4.0
    CRM for Microsoft Outlook
    01/02/08
    A custom button is missing in Outlook when you configure the Isv.config customization file to add the custom button to the toolbar in Microsoft Dynamics CRM 4.0

    946595
    Dynamics CRM 4.0
    CRM for Microsoft Outlook
    01/02/08
    Error message when you click the CRM folder in Outlook on a computer that has no Microsoft Dynamics CRM for Outlook installed: "Set of folders cannot be opened"

    946746
    Dynamics CRM 4.0
    CRM for Microsoft Outlook
    01/02/08
    Error message when you click the CRM folder in Outlook: "Cannot expand the folder"

    946752
    Dynamics CRM 4.0
    CRM for Microsoft Outlook
    01/02/08
    The attendees are not resolved as expected after you create an appointment in Microsoft Dynamics CRM for Outlook

    946586
    Dynamics CRM 4.0
    CRM for Microsoft Outlook
    01/03/08
    Error message when you configure the Microsoft Dynamics CRM 4.0 client for Outlook: "The file /MSCRMService/2007/AD/CRMDiscoveryService.asmx does not exist"

    946588
    Dynamics CRM 4.0
    CRM for Microsoft Outlook
    01/03/08
    Error message when you try to create a new record when you are offline in Microsoft Dynamics CRM for Outlook: "An error has occurred

    947093
    Dynamics CRM 4.0
    CRM for Microsoft Outlook
    01/09/08
    A service activity that was canceled in Microsoft Dynamics CRM 4.0 is still displayed in Microsoft Dynamics CRM for Outlook

    940867
    Dynamics CRM 3.0
    CRM Mobile
    01/17/08
    The Microsoft Dynamics CRM 3.0 Mobile application does not fully exit as expected

    946749
    Dynamics CRM 4.0
    Customization
    01/02/08
    Error message when you use the Metadata API to update the name of a statuscode attribute in Microsoft Dynamics CRM 4.0: "0×80040203 – State or status attributes cannot be created through the SDK"

    946745
    Dynamics CRM 4.0
    Customization
    01/02/08
    The import process cannot be completed when you import the customization for an entity to a new system in Microsoft Dynamics CRM 4.0

    947088
    Dynamics CRM 4.0
    Customization
    01/09/08
    Error message when you try to save a Contact record or try to save an Account record in Microsoft Dynamics CRM 4.0: "An error has occurred"

    947096
    Dynamics CRM 4.0
    Customization
    01/11/08
    Error message when you export or delete an entity in Microsoft Dynamics CRM 4.0: "An unhandled exception occurred during the execution of the current web request"

    947548
    Dynamics CRM 3.0
    Data Migration Wizard
    01/23/08
    Error message when you try to use the Data Migration Wizard for Outlook with Business Contact Manager: "Unexpected error occurred"

    946587
    Dynamics CRM 4.0
    E-mail
    01/03/08
    The computer stops responding when you try to send an e-mail or create a task in Microsoft Dynamics CRM 4.0 client for Outlook

    947094
    Dynamics CRM 4.0
    E-mail
    01/10/08
    Error message when you use the Microsoft Dynamics CRM 4.0 E-mail Router: "The E-mail Router service configuration parameter "EmailUser" is missing"

    947098
    Dynamics CRM 3.0
    E-mail
    01/11/08
    Description of a behavior that some e-mail messages are not forwarded to the Microsoft Dynamics CRM 3.0 sync mailbox by the Microsoft Dynamics CRM forwarding rule

    947059
    Dynamics CRM 4.0
    E-mail
    01/11/08
    E-mail messages are not tracked in Microsoft Dynamics CRM 4.0 when you configure Microsoft CRM-Exchange E-mail Router to use a POP3 e-mail account

    947097
    Dynamics CRM 4.0
    E-mail
    01/14/08
    An e-mail activity that is deleted from a queue is not retained in Microsoft Dynamics CRM database

    940590
    Dynamics CRM 3.0
    E-mail
    01/24/08
    An e-mail message is only sent to the members who have a SMTP e-mail type when you send the e-mail message to a distribution list

    947273
    Dynamics CRM 4.0
    Export
    01/22/08
    The "Dynamic Pivot Table" and "Dynamics worksheet" options are missing when you export data to Office Excel from Microsoft Dynamics CRM 4.0 or from Microsoft Dynamics CRM 3.0

    946677
    Dynamics CRM 4.0
    Installation
    01/02/08
    How to install Microsoft Dynamics CRM 4.0 with the minimum required permissions

    946686
    Dynamics CRM 4.0
    Installation
    01/03/08
    How to assign the minimum permissions to a deployment administrator in Microsoft Dynamics CRM 4.0

    946788
    Dynamics CRM 4.0
    Installation
    01/03/08
    You receive an error message when you try to install Microsoft Dynamics CRM 4.0 if the name of an existing report server contains extended ASCII characters

    946980
    Dynamics CRM 4.0
    Installation
    01/04/08
    How to manually remove the Microsoft Dynamics CRM 4.0 server

    947092
    Dynamics CRM 4.0
    Installation
    01/09/08
    Error message when you install Microsoft Dynamics CRM 4.0: "Microsoft Dynamics CRM Server Setup did not complete successfully"

    947423
    Dynamics CRM 4.0
    Installation
    01/24/08
    How to update the Microsoft Dynamics CRM Web site port after you install Microsoft Dynamics CRM 4.0

    947546
    Dynamics CRM 4.0
    Installation
    01/25/08
    Error message when you install Microsoft Dynamics CRM 4.0: "Setup failed to validate specified Reporting Services Report Server"

    947997
    Dynamics CRM 3.0
    Installation
    01/29/08
    Error message when you try to reinstall Microsoft Dynamics CRM 3.0 after you uninstall Microsoft Dynamics CRM 4.0: "Microsoft.Crm.Setup.Server.ConfigureServiceVirtualDirAction failed"

    946273
    Dynamics CRM 4.0
    Mail merge
    01/04/08
    How to troubleshoot common mail merge issues in Microsoft Dynamics CRM 4.0

    946751
    Dynamics CRM 4.0
    Miscellaneous
    01/01/08
    Error message if you secure the CRM Web site by using a Secure Sockets Layer (SSL) after the installation of Microsoft Dynamics CRM 4.0: "Error loading 403 – Forbidden"

    946596
    Dynamics CRM 4.0
    Miscellaneous
    01/02/08
    Error message when you click a link that is created by a saved query in Microsoft Dynamics CRM 4.0: "Record is Unavailable"

    946618
    Dynamics CRM 4.0
    Miscellaneous
    01/02/08
    Error message when you log on to any organization in Microsoft Dynamics CRM 4.0: "The specified organization is disabled"

    946789
    Dynamics CRM 3.0
    Miscellaneous
    01/02/08
    Error message when you start Microsoft Dynamics CRM 3.0: "The application cannot start due to an error in the sitemap"

    946754
    Dynamics CRM 4.0
    Miscellaneous
    01/02/08
    The Microsoft Office Communicator presence status does not display the current status of contacts and the current status of users in Microsoft Dynamics CRM 4.0

    946589
    Dynamics CRM 4.0
    Miscellaneous
    01/03/08
    A user that you use to install Microsoft Dynamics CRM 4.0 is not added to Microsoft Dynamics CRM

    946297
    Dynamics CRM 4.0
    Miscellaneous
    01/03/08
    The "Send Shortcuts" functionality or the "Copy Shortcuts" functionality does not produce identical results in Microsoft Dynamics CRM 4.0

    946982
    Dynamics CRM 4.0
    Miscellaneous
    01/07/08
    Error message when you import an organization in Microsoft Dynamics CRM 4.0: "There is more than one Microsoft Dynamics CRM user mapped to the same Active Directory account"

    947998
    Dynamics CRM 4.0
    Miscellaneous
    01/28/08
    Error message when you try to resolve a case in Microsoft Dynamics CRM: "There are not enough contract item allotments to resolve this case"

    947545
    Dynamics CRM 4.0
    Office Communicator
    01/17/08
    How to disable and how to enable the Office Communicator presence in Microsoft Dynamics CRM 4.0

    946585
    Dynamics CRM 4.0
    Reports
    01/03/08
    Error message when you run a report in Microsoft Dynamics CRM 4.0: "Reporting Error. The report cannot be displayed"

    946593
    Dynamics CRM 4.0
    Reports
    01/03/08
    The same opportunity appears multiple times in the Sales Pipeline report in Microsoft Dynamics CRM 4.0

    947277
    Dynamics CRM 4.0
    Reports
    01/17/08
    You experience problems when you schedule a report that has multiple data sources by using the Report Scheduling Wizard in Microsoft Dynamics CRM 4.0

    942278
    Dynamics CRM 3.0
    SDK
    01/17/08
    The SetStateWFProcessInstanceRequest method causes a deadlock of the workflow service engine when you use the method in a manual workflow rule in Microsoft Dynamics CRM 3.0

    947087
    Dynamics CRM 4.0
    Service
    01/09/08
    Error message when you try to search Knowledge Base articles in Microsoft Dynamics CRM 4.0: "Could not find a part of the path"

    947099
    Dynamics CRM 4.0
    Service
    01/11/08
    Error message when you try to start the Microsoft Dynamics CRM 4.0 Web client: "Server Error in '/' Application"

    946298
    Dynamics CRM 4.0
    SSRS Data Connector
    01/02/08
    Error message when you try to install the SSRS Data Connector in Microsoft Dynamics CRM 4.0: "Value cannot be null"

    946591
    Dynamics CRM 4.0
    System
    01/03/08
    Warning message when you install Microsoft Dynamics CRM 4.0 on a 64-bit computer that is running Windows Server 2003 with SP2 "The remote server returned an error: HTTP Error 404 – File or directory not found."

    946597
    Dynamics CRM 4.0
    Upgrade
    01/02/08
    Error message when you upgrade to Microsoft Dynamics CRM 4.0: "Exception has been thrown by the target of an invocation"

    946590
    Dynamics CRM 4.0
    Upgrade
    01/03/08
    Error message when you try to upgrade Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0: "Action Microsoft.Crm.Setup.Server.InstallDatbaseAction failed"

    946619
    Dynamics CRM 4.0
    Upgrade
    01/03/08
    Error message when you upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0 in certain language versions: "One or more version 3.0 reports were not upgraded"

    946291
    Dynamics CRM 4.0
    Upgrade
    01/03/08
    Error message when you upgrade Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0: "The RPC server is unavailable. (Exception from HRESULT: 0×800706BA)"

    947061
    Dynamics CRM 4.0
    Upgrade
    01/07/08
    How to resolve common problems that may occur when you upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0

    947547
    Dynamics CRM 4.0
    Upgrade
    01/23/08
    Error message when you create a new campaign in Microsoft Dynamics CRM 4.0: "Error retrieving next number (currentbulkoperationnumber) for organization {122f7edb-45ee-4006-a7a5-1b6a8ebe3d34): return value is empty"

    947274
    Dynamics CRM 4.0
    Workflow
    01/09/08
    Microsoft Dynamics CRM 4.0 does not reassign records to a user when you run a workflow rule that contains an Update action for the Owner field

    947275
    Dynamics CRM 4.0
    Workflow
    01/09/08
    Some workflow conditions and the ParticipatesInWorkflow field do not work after you upgrade to Microsoft Dynamics CRM 4.0

    Dynamics CRM
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