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

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.

Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

Posted by: Phil Edry on 8/25/2009 | 2 Comments
  • Categories:
  • CRM
Most companies have certain contacts that many users interact with and want in their Outlook but Microsoft CRM does not give you an easy way to do this. Microsoft Dynamics CRM 4.0 offers powerful functionality to synchronize data between CRM and your local Outlook. This can be especially useful to users who sync their smart phones, blackberries, etc. to Outlook or Exchange because they can now access their CRM contacts through their phones address book. Here at Altriva, one of the many “quick business facilitation configurations” we have in our toolkit extends this functionality to allow users (and multiple users per contact) to easily add and remove contacts synchronized to their Outlook. This allows multiple users to sync the same contact to Outlook effortlessly and allows users to decide which contacts they bring to their Outlook.
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    Recent Comments

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    "Hi Lee -- I would just create one-off workflows for each user in your system in that case. Or, create a number of sync users for yourself, and then bulk edit those sync users to another record." Read more
    by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

    "Norbert and Jeff -- CRM Online couldn't support this exact setup due to current limitations with plug-ins. However, a different integration could be developed that would work with Online and BPOS. If you'd like additional information, please feel free to email info@altriva.com." Read more
    by Phil Edry on CRM to SharePoint Site Creation and Clients List Integration

    "great article thanks Would the CRM security model be adhered to by the calendar? I have 30 business units in CRM and want a shared calendar at the BU level but for users to only see the records from thier BU and not the whole system. Would be nice not to have to build multiple calendars?" Read more
    by Jeff Murtari on Adding a Custom Calendar to the CRM UI

    "I also have the same question as Norbert. I'm very interested in this if you're able to do this with CRM Online. " Read more
    by Jeff Snyder on CRM to SharePoint Site Creation and Clients List Integration

    "Would i be able to do this with the online versions of CRM and BPOS? " Read more
    by Norbert on CRM to SharePoint Site Creation and Clients List Integration

    "Thanks guys this has solved a major hurdle for us. I may be missing something obvious here but is it possible to modify the workflow, so that "Sync User" can be selected as we have a situtation where the PA would like to set the 'Sync User' for multiple contacts as their manager." Read more
    by Lee Southam on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

    "Good example... event more flexible then CRM Customization Manager" Read more
    by Peter Olsson on Export CRM customizations using PowerShell

    "Thanks! I encountered this same error, so this was helpful. It would be nice to know what attributes are causing the problem. I heard that some rollups actually changed the size of some attributes. I'm not sure how that would be related to CRM Online or if it could be impacted by the date the organization started using CRM." Read more
    by Gretchen Mann on Importing Customizations from one CRM Online Instance to Another CRM Online Instance

      
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