07 Sep
Posted by: mitch in: Customization, Dynamics CRM, Installation
One of the things that I recently started adding to my CRM installation process was to create a team called Everyone.
And why, do you ask, do we need a team called Everyone? Well, it's rather simple. It is less maintenance in the long run to assign shared records within CRM to a Team, than it [...]
24 Aug
Posted by: mitch in: Dynamics CRM, Installation
A couple of months ago I was working on a CRM installation when I noticed an Event Log message that was similar to the following:
Event Type: Warning
Event Source: SQLSERVERAGENT
Event Category: Job Engine
Event ID: 208
Date: 8/18/2006
Time: 7:00:01 AM
User: N/A
Computer: SERVER
Description:
SQL Server Scheduled Job 'Start_Incremental on Company_Name_Inc__MSCRM.ftcat_documentindex.[7.5]' (0×00000000000000000000000000000000) - Status: Failed - Invoked on: 2006-08-18 07:00:01 - [...]
I got burned ( or actually slightly toasted ) by popup blockers that were keeping CRM from functioning properly.
I encountered it on one of my test boxes after installing the Google toolbar and at a new customer after installing Trend Micro's solution.
At last count the following vendors and technologies had some form of pop-up blocker:
Internet Explorer ( SP2 [...]
16 Jul
Posted by: mitch in: Dynamics CRM, Installation
As you probably know by now, if you instructed the CRM installation application to create a new web site on which to host CRM, it will assign it the port 5555, which requires the users to type in a fairly complicated URL to access CRM: http://myserver:5555.
This exercise will solve that problem by creating a standard [...]
The Microsoft Dynamics CRM team had a good article on the proper setup of Outgoing CRM email.
One additional step that needs to be performed if your Exchange Server is not on the same physical computer as CRM is to instruct the Exchange SMTP service to allow the CRM server to Relay outbound email through it.
Note: [...]
When you install CRM 3.0, the installation logs are written to a directory under the installation user's Documents and Settings directory:
C:\Documents and Settings\[user]\Application Data\Microsoft\MSCRM\Logs
You should make a backup of these files because they contain a ton of information related to the choices made during the setup process.
Basically, every question you answered during Setup, including the [...]
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