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"FYI - This does not work with "set-psdebug -strict". This setting requires all variables be defined before they can be referenced, the equivalent of "option explicit" from vbscript. " Read more
by Bill Faulk on Export CRM customizations using PowerShell

"Hi Molly -- this kind of stuff can be dicey to troubleshoot. Make sure the workflow scope is set to Organization and not User and that it is published. Sharing is not required. Then make sure their role can execute workflows. Hope this helps, Phil" Read more
by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Phil, I spoke too soon. I was able to get everything set up. I was testing this with out inside sales group and when they try to run the workflow they receive an error saying they do not have permission to run the workflow. I went back and made sure they had rights to the sync entity and the workflow. I shared the workflow with them (I believe that is what I should do), but they still cannot run it. What else could I be missing? Thanks in advance. Molly" Read more
by Molly McGill on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Glad I could help!" Read more
by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Thanks Phil! That worked. I knew it was something simple that I was just overlooking." Read more
by Molly McGill on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Hi Molly -- open a role that the salesman has and click on the very last tab "Custom Entities". Make sure he has rights on the Sync User entity. Best, Phil" Read more
by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"I think this is really going to help us. I am having a problem configuring outlook for one of our salesman and I cannot get "Sync Users (contact)" to even show up. I'm sure I'm missing something in their role. Do you know what should be changed to allow them to see that?" Read more
by Molly McGill on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"hi, good staff.I think calender is the most important aspects of any crm solution.It help to update the information about the events and also helpful to for modification of transactions and easily approachable medium " Read more
by real estate crm on Adding a Custom Calendar to the CRM UI

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Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.
Posted by: Altriva on 7/15/2010 | 0 Comments
  • Categories:
  • CRM

Here’s a quick gotcha I saw on the CRM Forums. When configuring the CRM Client for Outlook, you enter http://servername:port/ORGNAME in the Internet address field and you get a cryptic error stating “Mandatory updates for Microsoft Dynamics CRM could not be applied successfully.  Try running the application again.”

Posted by: Altriva on 7/15/2010 | 0 Comments
  • Categories:
  • CRM

Microsoft CRM 4.0 Update Rollup 11 is now available. Released June 3rd, this cumulative update includes important updates for Outlook 2010 and SSRS 2008. Altriva recommends installing this update across all roles if your organization leverages Outlook 2010 or if your SSRS Reports Server uses SQL Server 2008. Rollup 7 is a prerequisite for installing the Update for the Outlook client and Data Migration Manager.

For more information on the contents and procedure for installing Update 11, Follow the link to the Microsoft Support Site. To download Rollup 11, follow the link to the Microsoft Download Site.
Below is sample XML for registering Rollup 11 for the Client for Outlook. We recommend leaving Rollup 7 as a mandatory rollup for Outlook and leaving Rollup 11 as optional. The XML below also shows how to delete Rollup 10 from the available updates. Note that Vista and Windows 7 users may need to check for updates as Administrator for the update to install correctly. This can be done by running Outlook as Administrator and selecting “Check for Updates” in the CRM menu once the CRM Add-in has connected.
<ClientPatches>
                <Create>
                                <ClientPatchInfo>
             <PatchId>{77F3EBA0-20E8-403E-B43B-E5AC633E139E}</PatchId>
             <Title>Update Rollup 11 for Microsoft Dynamics CRM 4.0 (Optional)</Title>
             <Description>Update Rollup 11 for Microsoft Dynamics CRM 4.0 (Optional)</Description>
             <IsMandatory>false</IsMandatory>
             <IsEnabled>true</IsEnabled>
             <ClientType>OutlookLaptop, OutlookDesktop</ClientType>
             <!--- *** The LinkId is different for every Language.  Please see the KB Article for the correct Link ID to use -->
             <!-- & in xml documents must be escaped using &amp; -->
             <LinkId>192046&amp;clcid=0x409</LinkId>
                                </ClientPatchInfo>
                </Create>
<!-- ONLY Include this section if you previously registered rollup 10 and would like to delete it -->
<!-- Otherwise remove the delete section -->
                <Delete>
                                <PatchId>{C853A15A-5546-4F07-BF41-FC1C64570AB3}</PatchId>
                </Delete>
</ClientPatches>

Instructions for registering Outlook Client updates can be found in the Implementation Guide: Operating Page 9.
-          Phil Edry
 


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