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Word of the Day: Psychographic
Wow! I ran across a new word today: Psychographic
[From Wikipedia.]
In the field of marketing, demographics, opinion research, and social research in general, psychographic variables are any attributes relating to personality, values, attitudes, interests, or lifestyles. They are also called IAO variables (for Interests, Attitudes, and Opinions). They can be contrasted with demographic variables (such as age and gender), and behavioral variables (such as usage rate or loyalty).
When a relatively complete assessment of a person or group's psychographic make-up is constructed, this is called a psychographic profile. Psychographic profiles are used in market segmentation and advertising.
Meanderings
(No Ratings Yet)716 views
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MVP Summit Recap
Holy Cow Batman! Did I have fun last week or what?
Without a doubt, the MVP Summit 2008 was the most fun and productive conference I've ever attended.
Not only did we get to hang out with the CRM Product Group for two full days, but the CRM MVPs had an absolute blast hanging out together and sharing war stories, best practices, etc.
I think I can speak for the group in saying that a good time was had by all ( except for Frank, who had a cold; and even he seemed to be enjoying himself a good bit of the time ).
Anyway, I just want to say thanks again to Jim Glass for the organization of events and the whole CRM team for rolling out the red carpet for our visit and sharing their time, thoughts, and information with us.
See you again next year.
Mitch
Dynamics CRM (No Ratings Yet)849 views Loading ... -
CRM 4 Metadata: Working with Labels
As you know, CRM 4.0 introduced multi-language features into the product. This means a slight change in the way we retrieve metadata related to Entity names.
The DisplayName property for an Entity has been changed slightly to ensure that you always have access to the localized version of the Entity name. A sub-property called UserLocLabel has been added to retrieve the label for the language of the current user.
The only issue is sometimes that value does not exist ( a very rare event, but you need to code for it anyway ).
Modifying code from the CRM 4.0 SDK, I've created the following method to return either the localized label for the Entity or just the logical name, should the actual label not exist:
private string RetrieveDisplayName(EntityMetadata entity) { string displayName = string.Empty; if (entity.DisplayName.UserLocLabel != null) { displayName = entity.DisplayName.UserLocLabel.Label.ToString(); } else { displayName = entity.LogicalName.ToString(); } return displayName; }
Customization, Dynamics CRM
(1 votes, average: 3.00 out of 5)1,957 views Loading ... -
Small issue with CRM Online Discover Service URL
I found a minor issue with the URL that allows you to generate WSDL for the CRM Online Discovery Service.
If you navigate to Settings, Customization, Download Web Service Description Files, you're presented with the following set of links:
The Discovery Web Service link is:
https://crm.dynamics.com/MSCrmServices/2007/Passport/CrmDiscoveryService.asmx
when it should be:
https://dev.crm.dynamics.com/MSCRMServices/2007/Passport/CrmDiscoveryService.asmx
A minor issue but hopefully this note will save a little confusion. Microsoft has been advised of the issue as well.
Final note: The CRM 4.0 SDK documentation clearly states the correct URL in the walk-throughs and other sample code. It is only this one link on the actual CRM Online site that is a problem.
CRM Online, Dynamics CRM (No Ratings Yet)1,366 views Loading ... -
Items not being deleted from CRM 4.0 Queues
I ran into an issue this morning testing one of my CRM add-ons. Basically, I was processing items from an inbound, email-enabled Queue within CRM. When the processing was completed, I delete the Queue item – but it still remained in the Queue. You could not longer open it, and as far as CRM was concerned, it was "deleted," but it was still visible.
After digging around the Internet a bit, I found the answer to the issue, which seems to only appear if you have upgraded from CRM 3.0 to 4.0.
Step 1: Disable the t_update_queueitembase trigger
Using SQL Server Management Studio, open the CRM database and locate the QueueItembase table. Expand the Triggers group.
Right-click on the t_update_queueitembase trigger and select Disable.
This will effectively turn off the trigger and future queue items will be removed as expected ( and the way CRM 3.0 functioned ).
Note: It does not appear that a fresh installation of CRM 4.0 has this trigger, which is probably why this procedure works.
But, that doesn't take care of existing queue records that where created and "deleted" before you disabled the trigger. The next steps will correct that issue.
Step 2: Find semi-deleted queue records
Using SQL Server Management Studio, perform the following query on the CRM database:
select * from queueitembase WHERE QueueId = 'GUID for queue' AND DeletionStateCode = 0
Note: Replace GUID for queue with the GUID for the queue in question.
Step 3: Removing semi-deleted queue records
If any records are returned, you will need to perform the following query to clear them from the queue list:
UPDATE dbo.QueueItemBase SET DeletionStateCode = 2 WHERE QueueId = 'GUID for queue' AND DeletionStateCode = 0
Note: Replace GUID for queue with the GUID for the queue in question.
This will change the status to "deleted" and remove them from the queue.
Dynamics CRM (1 votes, average: 5.00 out of 5)2,945 views Loading ... -
It's the simple things in life that make me feel good
I've donated blood pretty much all of my adult life but I started donating red blood cells (RBCS, or "double-reds") a little over 4 years ago. It takes a while given the fact that you can only donate every 112 days, but last month I finally hit pretty cool milestone:
Meanderings (No Ratings Yet)766 views Loading ... -
Updated Quote Template for CRM 4.0
My friend Steve Noe has updated the standard Quote template that ships with CRM 4.0 to correct some design issues.
Dynamics CRM (No Ratings Yet)1,975 views Loading ... -
Random Mitch-ism – 4/4/08
I said the following Wednesday night for some unknown, but apparent at the time, reason:
Don't bother me with things like the truth and reality and stuff. They can suck.
Meanderings (No Ratings Yet)727 views Loading ... -
More humor from web developers
Seen while canceling a web-based time sheet account that I was using for a test:
Misc (No Ratings Yet)790 views Loading ... -
New CRM KnowledgeBase Articles
If you have access to PartnerSource or CustomerSource, you can take a look at the CRM-related articles released in the past month or so.
Microsoft Dynamics CRM New Knowledge Base Articles for February 2008
View the complete list of the Microsoft Knowledge Base articles that were published in the past three months for Microsoft Dynamics CRM.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46237Microsoft Dynamics CRM Version 3.0 Outlook stops responding…
Describes a problem that occurs after you click "Track in CRM" in the Microsoft Dynamics CRM 3.0 client for Outlook. A hotfix that resolves this problem is available.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46238Microsoft Dynamics CRM Version 3.0 Internet Explorer stops responding…
Describes an issue when you use Microsoft Dynamics CRM 3.0 if you select the "Always open pop-ups in a new tab" option in Internet Explorer 7.0. Provides a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46239Microsoft Dynamics CRM Version 4.0 The default value in the Pricing Decimal Precision…
Describes a problem that occurs because the Setup program of Microsoft Dynamics CRM sets the default value in the "Pricing Decimal Precision" box to 2 instead of to 0. A resolution is provided.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46240Microsoft Dynamics CRM Version 3.0 An e-mail message is not sent as expected…
Describes a problem that occurs when you send an e-mail message from Outlook Web Access and the Microsoft Dynamics CRM 3.0 client for Outlook is open. Includes a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46241Microsoft Dynamics CRM Version 4.0 Lookup attributes are inactive on the activity…
Describes a problem that occurs when you upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0, and the lookup attributes are inactive on the activity form. Includes a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46242Microsoft Dynamics CRM Version 4.0 How to obtain the setup updates…
Describes how to obtain the setup updates for Microsoft Dynamics CRM 4.0 and how to deploy them.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46243Microsoft Dynamics CRM Version 4.0 Error message when you install…
Describes a problem that occurs when you install the Microsoft Dynamics CRM 4.0 server. A setup update that resolves this problem is provided.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46244Microsoft Dynamics CRM Version 4.0 Support for Microsoft Dynamics CRM 4.0…
Describes the support for Microsoft Dynamics CRM 4.0 on Windows Server 2008-based computers.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46245Microsoft Dynamics CRM Version 4.0 Error message when you install…
Describes a problem that occurs when you try to install Microsoft Dynamics CRM 4.0 client for Outlook. A resolution is provided.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46246Microsoft Dynamics CRM Version 4.0 Error message when you try to sign in…
Describes a problem that occurs when you try to sign in to Microsoft Dynamics CRM Data Migration Manager. A resolution is provided.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46247Microsoft Dynamics CRM Version 3.0 Error message when you use the Microsoft CRM 3.0…
Describes a problem that occurs if the custom reports contain a date parameter. A workaround is provided.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46248Microsoft Dynamics CRM Version 4.0 An update to the Help files…
Describes the most recent update for the Microsoft Dynamics CRM 4.0 Help files.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46249Microsoft Dynamics CRM Version 3.0 You can no longer share views…
Describes that can no longer share views to teams in Microsoft Dynamics CRM 4.0. This behavior differs from the behavior in Microsoft Dynamics CRM 3.0.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46250Microsoft Dynamics CRM Version 3.0 Error message when you try to print…
Describes a problem in which you receive an "Unable to load client print protocol" error message when you try to print a report in Microsoft Dynamics CRM 3.0. Provides a method to resolve this problem.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46251Microsoft Dynamics CRM Version 4.0 Error message when you run the Import…
Describes that you receive an error message when you run the Import Organization Wizard in Deployment Manager in Microsoft Dynamics CRM 4.0. Provides a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46252Microsoft Dynamics CRM Version 4.0 FIX: The "New Record" button…
Describes a problem that occurs when the "New Record" button and the "Add Existing Record" button are missing in Microsoft Dynamics CRM 4.0. Includes a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46253Microsoft Dynamics CRM Version 4.0 Outlook stops responding…
Describes a problem that occurs if the contact contains a birth date or an anniversary date. A hotfix that resolves this problem is available.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46254Microsoft Dynamics CRM Version 4.0 Error message when you try to register…
Describes a problem that occurs when you try to register custom plug-ins in the SetState message for the SystemUser entity or for the Team entity in Microsoft Dynamics CRM 4.0. A workaround is provided.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46255Microsoft Dynamics CRM Version 4.0 Error message when you try to start…
Describes a problem that occurs when you try to start the Microsoft Dynamics CRM 4.0 asynchronous service. A resolution is provided.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46256Microsoft Dynamics CRM Version 4.0 An Excel worksheet does not contain data…
Describes a problem that occurs when you use the Internet-Facing Deployment to export data from Microsoft Dynamics CRM 4.0 to an Excel worksheet. A resolution is provided.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46257Microsoft Dynamics CRM Version 4.0 You cannot use read-only fields…
Describes an issue when you create a workflow rule in Microsoft Dynamics CRM 4.0. Provides a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46258Microsoft Dynamics CRM Version 4.0 Internet Explorer stops responding…
Describes a problem in which you may also notice a high level of CPU usage on the computer. A hotfix that resolves this problem is available.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46259Microsoft Dynamics CRM Version 4.0 The format of a contact telephone number…
Describes an issue that occurs after you modify contacts and then synchronize the contacts. The format of the contact telephone number is changed to a different format. Provides two methods to resolve this issue in Microsoft Dynamics CRM 4.0.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46260Microsoft Dynamics CRM Version 4.0 The Microsoft Dynamics CRM toolbar takes a long…
Describes behavior that occurs because Outlook loads each installed add-in one at a time when you start Outlook. This behavior is by design.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46261Microsoft Dynamics CRM Version 4.0 You receive an error message…
Describes that you receive an error message when you try to start the Microsoft Dynamics CRM 4.0 Web client. Provides a resolution
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46262Microsoft Dynamics CRM Version 3.0 Update Rollup 3 is available…
Describes Update Rollup 3 for Microsoft Dynamics CRM 3.0. Describes the hotfixes and the updates that are included in Update Rollup 3.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46263Microsoft Dynamics CRM Version 3.0 Information about the March 17. 2008…
Describes the March 17, 2008, update for the Microsoft Dynamics CRM 3.0 Help files.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46264Microsoft Dynamics CRM Version 4.0 FIX: Error message when you use the Response…
Describes a problem that occurs when you use the Response messages of the SetStateEmailRequest object to set e-mail messages to Completed in Microsoft Dynamics CRM 4.0, and you receive an error message. Includes a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46265Microsoft Dynamics CRM Version 4.0 A date or a time may not be converted to UTC…
Fixes a problem in which some dates are not stored in Coordinated Universal Time (UTC) when the date or time is written to the Microsoft Dynamics CRM 4.0 database for some time zones.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46266Microsoft Dynamics CRM Version 4.0 Error message when you install…
Describes that you receive an error message when you install Microsoft Dynamics CRM 4.0. Provides a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46267Microsoft Dynamics CRM Version 4.0 Error message when you open…
Describes that you receive an error message when you open, close or save a campaign in Microsoft Dynamics CRM 4.0. Provides a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46268Microsoft Dynamics CRM Version 4.0 A text of "Customer" is always appended…
Describes an issue that occurs when you create a new activity within a case record in in Microsoft Dynamics CRM 4.0. Provides a workaround.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46269Microsoft Dynamics CRM Version 3.0 You receive an error message…
Describes that you receive an error message when you add a user to Microsoft Dynamics CRM 3.0 by using User Manager or by using the Web client. Provides a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46270Microsoft Dynamics CRM Version 4.0 The started time and the completed time…
Describes a problem in which the time information is displayed in UTC. A hotfix that resolves this problem is available.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46271Microsoft Dynamics CRM Version 4.0 A report is not displayed as expected…
Describes a problem that occurs because the font is not installed on the server that is running SQL Server Reporting Services (SSRS). A resolution is provided.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46272Microsoft Dynamics CRM Version 3.0 You receive an error message…
Describes that you receive an error message when you run the Rule Deployment Wizard to deploy rules in Microsoft Dynamics CRM 3.0. Provides a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46273Microsoft Dynamics CRM Version 4.0 The "installed requirement components" report…
Describes a problem that occurs because the Setup program of Microsoft Dynamics CRM must install the Visual C++ runtime components, even if the components are already installed. A resolution is provided.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46274Microsoft Dynamics CRM Version 4.0 Error message when you try to create…
Describes a problem that occurs when you try to create an activity using a workflow rule. The workflow rule runs when you create an address of annotation in Microsoft Dynamics CRM 4.0.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46275Microsoft Dynamics CRM Version 3.0 Update Rollup 2…
Describes Update Rollup 2 for Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers. Describes the hotfixes and the updates that are included in this update rollup.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46276Microsoft Dynamics CRM Version 3.0 How to change the amount of trace history…
Describes the method to change the amount of trace history that is stored by Microsoft Dynamics CRM 3.0 Mobile in the [Organization]_MSCRMMobileSubscriptions database.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46277Microsoft Dynamics CRM Version 3.0 Information about the TimeZone enumeration…
Describes the TimeZone enumeration for Microsoft Dynamics CRM 3.0.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46278Microsoft Dynamics CRM Version 4.0 Error message when you click "View in CRM"…
Describes a problem that occurs if you use the "Match only against contacts synchronized to Microsoft Dynamics CRM" setting. A hotfix that resolves this problem is available.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46279Microsoft Dynamics CRM Version 4.0 Error message when you import customizations…
Fixes a problem that occurs when you import customizations for custom entities to another Microsoft Dynamics CRM 4.0 organization. A hotfix that resolves this problem is available.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46280Microsoft Dynamics CRM Version 4.0 The collection of installed localized labels…
Fixes a problem that occurs when you use the Microsoft Dynamics CRM 4.0 metadata Web service to retrieve the AttributeMetadata.DisplayName.LocLabels collection. A hotfix that resolves this problem is available.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46281Microsoft Dynamics CRM Version 3.0 Error message when you upgrade…
Describes a problem that occurs when you upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0, and you receive an error message. Includes a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46282Microsoft Dynamics CRM Version 3.0 An e-mail message is delivered…
Describes a problem in which the Chinese Simplified version and the Japanese version of Microsoft Dynamics CRM 3.0 cannot generate an e-mail activity if a user name or a recipient name contains quotation marks.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46283Microsoft Dynamics CRM Version 4.0 Outlook A callout is no longer fired …
Describes an issue about a callout for the pre-SetState event or for the post-SetState event of an incident in Microsoft Dynamics CRM 4.0. Provides a resolution.
https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=14889435&ja_id=46284Dynamics CRM (1 votes, average: 4.00 out of 5)2,726 views Loading ...
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