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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

Altriva Team Blog

Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.

200 Process Limit in Dynamics CRM Online – Not As Limiting as it Might Appear

Posted by: Phil Edry on 8/15/2011 | 0 Comments
  • Categories:
  • CRM
While designing a recent Dynamics CRM Online implementation for a call center, I came across what I thought was a troubling limitation. The Subscription Management section for Dynamics CRM Online customers lists a process limit of 200.

Activity Reassignment Error

Posted by: Phil Edry on 3/31/2010 | 0 Comments
  • Categories:
  • CRM
Ever try reassigning an Activity like a task or appointment and get an error stating "The logged-on user does not have the appropriate security permissions to view these records or perform the specific action"?  You're sure that you have the appropriate "Append" and "Append To" permissions set up on the User entity and the Activity entity you want to re-assign, but you still receive the following error:
 CRM Error Message
Well, since Activities can be assigned to Queues, you’ll need to make sure that one of your user roles has the read permission on the Queue record.
 Potential Security Settings
Change the above row to look like the below row.
 
I hope this "gotcha" blog entry helps!
 
-Phil Edry

Using SQL Server Identity columns to implement Custom Entity numbering

Posted by: Phil Edry on 1/28/2010 | 0 Comments
  • Categories:
  • CRM
CRM allows auto-numbering for cases and other select entities, but there can be a lack of flexibility with configuring the numbering format to just be a sequential number. Furthermore, auto-numbering can be useful for other entities for auditing and integration purposes. This entry will discuss how to implement auto-numbering by leveraging SQL Server Identity columns to handle the distinct generation of integers with the help of a simple plug-in.

Importing Customizations from one CRM Online Instance to Another CRM Online Instance

Posted by: Phil Edry on 12/11/2009 | 1 Comment
  • Categories:
  • CRM
One issue we’ve run into with two of our Microsoft Dynamics CRM 4.0 Online customers pertains to importing their customizations into a new CRM Online instance. The error you receive when you attempt to import the customizations is “Failure: lead-contact: This attribute map is invalid. A valid attribute map must meet these requirements: - The data type must match. - The length of the target attribute cannot be shorter than the source attribute. - The format should match. - The target attribute must not be used in another mapping. - The source attribute must be visible on the entity form. - The target attribute must be a field a user can enter data into. - Address ID values cannot be mapped.”

The Power of IFrames: Presenting External Data, Stock Price Graph Example

Posted by: Phil Edry on 10/16/2009 | 0 Comments
  • Categories:
  • CRM
IFrames are a powerful extension tool within Microsoft Dynamics CRM 4.0. In addition to allowing you to host custom websites, IFrames allow you to present relevant data from external websites within the context of an open entity. As a quick example, this blog post will show how to present historical information regarding a company’s stock price from within an account form. I hope this example will inspire you to find many other ways to present relevant data to users through the use of IFrames.
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