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Forum Post: Problem with email router ...

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Hi all.

I am facing a problem I have seen mentionned several times but none of the answers solved my issue. When trying to configure a transfer mailbox, I set up an AD account and the associated mailbox in Exchange, create a queue with email in CRM 2011, approve the email address, launch the email router configuration tool, setup a "IN" profile with the above created user credentials, load the data for my organisation and configure a transfer mailbox as the guidance explains it, test the connection (which actually say "successful").

Then when I am sending a message to the address, I can see an error in the windows application event viewer that says :

E-mails for address <sender@domain.name> in forward mailbox could not be processed as the e-mail address is not associated with any approved forward mailbox user or queue record in CRM.

If I auto send an email from the "user" mailbox (ie the one that I want to use with the forward mailbox),  I get another error saying the attachment format is invalid and the email could been processed.

I have tried everything that I can ...

Can you please send me some clues ???

Best Regard


Blog Post: Membership Management for CRM 2011

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Planet Technologies is releasing Membership Management for CRM 2011 as a free download to show off the capabilities of CRM for Association / Non-Profit Membership Management. This application is intended to be used by customers and partners to showcase the CRM product and provide a quick and easy to use approach to Membership Management. Key features include:

  • Candidate Management
  • Member and Company Management
  • Member Profiles (including Photos)
  • Membership Levels
  • Family Members

Download xRM Application


Forum Post: Re: Dynamics Connector Updates from Custom Entities to AX

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Hi Shaun

I have the sama problem on CRM to NAV connector. Have you resolved the problem? The problem came

out with july update of connector, with connector released on february this problem doesn't exist.

With connector released in september, still the same problem.

Any help will be welcome.

Cheers

Robert

Forum Post: upsets in the capital

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Forum Post: Re: Trying to configure document management in CRM online to Sharepoint online, and I get an error

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Hello,

- crm list component for sharepoint installed and activated?

- CRM Online and SharePoint Online in the locall intranet zone?

Regard,

Benjamin

Blog Post: Microsoft Dynamics CRM 2011 | SoD & Polaris – Q4 2012 Service Release

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image

So viele interessante Neuigkeiten in den letzten Tagen vom Microsoft Dynamics CRM Team…

Zunächst die mit Spannung erwarteten Neuigkeiten zum Polaris Release (December 2012 Service Release).

Und direkt hinterher auch noch die überarbeitete Fassung des Statement of Direction (SoD).

Niemals zuvor standen wir vor einer spannenderen Herausforderung – der Umstellung hin gen prozessorientierter, aufgabenbezogener Oberfläche und das gleich unterstützt durch diverse Browser.

Und als ob dies nicht allein schon genug wäre, gilt es die jüngsten technologischen Entwicklungen zu berücksichtigen und die Akquisitionen Yammer und Skype in die Lösung zu integrieren.

Mit der neuen “Power of Choice” gilt es, diese in seinem xRM Framework für sich optimal zu nutzen. So sind in den kommenden Wochen einige spannende Blog-Artikel zum Thema X-Browser Support zu erwarten und bereits heute solltet Ihr Eure Scripte auf Kompatibilität hin prüfen bzw. Kontakt mit Euren 3rd Party Herstellern aufnehmen, bevor Ihr Update Rollup 12 einspielt und die X-Browser Funktion nutzen wollt.

 

Technorati Tags:


Einsortiert unter:Allgemeines, CRM 2011, CRM 2011 Online

Forum Post: Re: Error while configuring Online CRM 2011 with Outlook 2010

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Hi Benjamin,

Thanks for the response. I will try out the tips.

Blog Post: RU11 kann nicht auf der Datenbank eingespielt werden

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In der Version 2 des RU11 für Microsoft Dynamics CRM 2011 gibt es einen Fehler der dazu führt, das zwar das Serverupdate durchgeführt werden kann, das Update auf der CRM Datenbank aber nicht durchgeführt wird.

Ihr seht dann im Deployment Manager, das die Datenbank immer noch auf der vorher eingespielten Updateversion ist.

In der Log-Datei erscheint folgende Fehlermeldung:
“Ausnahmefehler beim Anwenden der Datenbankupdates auf die Organisation mit dem Namen = xxxx, ID=xxxxxxx-xxxx-xxxx-xxxxxxxxxxxx:
System.Data.SqlClient.SqlException (0×80131904): Bei der Konvertierung eines varchar-Datentyps in einem datetime-Datentyp liegt der Wert außerhalb des gültigen Bereichs.”

Aktuell ist mir nur eine unsupportete Lösung für dieses Problem bekannt, das freundlicherweise von Christian.Mueller hier gepostet wurde.

Anbei die wichtigsten Teile aus seinem Post:

Konnte das Problem erfolgreich lösen: auch bei mir schlug das Update auf Rollup 11 per Installer fehl mit der Meldung, dass einige Organisationsdatenbanken nicht aktualisiert werden konnten. Ein Update der Org-DBs kann nachträglich noch einmal über den Deployment-Manager gestartet werden. Hierfür müssen alle DB-Connections geschlossen sein! D.h. auch die CRM Async-Services und andere Dienste, die evtl. auf die Org-DBs zugreifen, müssen beendet werden (wie bereits weiter oben beschrieben).

Die beiden letzten insert-Statements wurden bei mir versucht auszuführen, da die beiden TimeZoneRule-Datensätze nicht vorhanden waren. Hierbei fällt aber auf, dass die Notation der beiden “Datums-Werte” (’2012/07/20′ bzw. ’2012/08/19′) nicht korrekt ist (YYYY/MM/DD). Diese müssten – laut ENU-Lokalosierung – ’2012/20/07′ bzw. ’2012/19/08′ lauten (YYYY/DD/MM). Das korrekte Statement lautet also folgendermaßen:

>>> START >>>

!!! KORRIGIERTES SQL STATEMENT !!!

– Morocco Standard Time:
– Morocco will switch to daylight saving time from 2012 onwards. The Moroccan government has changed the 2012 DST start date to occur on the last
– Sunday of April and end date to occur on the last Sunday of September. During the time of Ramadan, DST will be interrupted and from July 20 to
– August 19, 2012, time will be turned back to standard time.

IF EXISTS (SELECT * from TimeZoneDefinitionBase WHERE TimeZoneDefinitionId = ‘A57C8407-74AF-47f0-B1D8-86575C134EC0′)
BEGIN
IF NOT EXISTS (SELECT * from TimeZoneRuleBase WHERE TimeZoneRuleID = ’275515A8-F651-4C94-98EE-C04C63537D1B’)
BEGIN
insert into TimeZoneRuleBase(ModifiedOn, CreatedOn, TimeZoneRuleVersionNumber, EffectiveDateTime, TimeZoneDefinitionId, TimeZoneRuleId, Bias,
StandardBias, StandardYear, StandardMonth, StandardDay, StandardDayOfWeek, StandardHour, StandardMinute, StandardSecond,
DaylightBias, DaylightYear, DaylightMonth, DaylightDay, DaylightDayOfWeek, DaylightHour, DaylightMinute, DaylightSecond)
values ( getutcdate(), getutcdate(), 12, ’2012/1/1′, ‘A57C8407-74AF-47f0-B1D8-86575C134EC0′, ’275515A8-F651-4C94-98EE-C04C63537D1B’, 0,
0, 0, 9, 5, 0, 3, 0, 0,
-60, 0, 4, 5, 0, 2, 0, 0)
END

IF NOT EXISTS (SELECT * from TimeZoneRuleBase WHERE TimeZoneRuleID = ’546D7620-34E9-4565-AD10-72BA30486C37′)
BEGIN
insert into TimeZoneRuleBase(ModifiedOn, CreatedOn, TimeZoneRuleVersionNumber, EffectiveDateTime, TimeZoneDefinitionId, TimeZoneRuleId, Bias,
StandardBias, StandardYear, StandardMonth, StandardDay, StandardDayOfWeek, StandardHour, StandardMinute, StandardSecond,
DaylightBias, DaylightYear, DaylightMonth, DaylightDay, DaylightDayOfWeek, DaylightHour, DaylightMinute, DaylightSecond)
values ( getutcdate(), getutcdate(), 12, ’2012/20/07′, ‘A57C8407-74AF-47f0-B1D8-86575C134EC0′, ’546D7620-34E9-4565-AD10-72BA30486C37′, 0,
0, 0, 0, 0, 0, 0, 0, 0,
-60, 0, 0, 0, 0, 0, 0, 0)
END

IF NOT EXISTS (SELECT * from TimeZoneRuleBase WHERE TimeZoneRuleID = ’86F4ACFB-3E69-474E-AAAF-238419C38801′)
BEGIN
insert into TimeZoneRuleBase(ModifiedOn, CreatedOn, TimeZoneRuleVersionNumber, EffectiveDateTime, TimeZoneDefinitionId, TimeZoneRuleId, Bias,
StandardBias, StandardYear, StandardMonth, StandardDay, StandardDayOfWeek, StandardHour, StandardMinute, StandardSecond,
DaylightBias, DaylightYear, DaylightMonth, DaylightDay, DaylightDayOfWeek, DaylightHour, DaylightMinute, DaylightSecond)
values ( getutcdate(), getutcdate(), 12, ’2012/19/08′, ‘A57C8407-74AF-47f0-B1D8-86575C134EC0′, ’86F4ACFB-3E69-474E-AAAF-238419C38801′, 0,
0, 0, 9, 5, 0, 3, 0, 0,
-60, 0, 4, 5, 0, 2, 0, 0)
END
END

<<< END <<<

Führt man das korrekte Statement gegen ALLE Org-DB Datenbanken per SQL Management Studio aus, sind die beiden TimeZoneRule-Records vorhanden und man kann den Update-Prozess für die Organisation(en) über den Deployment-Manager noch einmal ausführen! Dabei sollte der Updateprozess erfolgreich durchlaufen (bei mir war es so!).



Blog Post: Muy pronto en Dynamics CRM

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He encontrado estos documentos que muestran algunas mejoras en Dynamics CRM. Según dice el documento, estas mejoras se encontrarán en el Service Update de Diciembre 2012.

Me ha llamado mucho la atención, los puntos de:

  • Microsoft Dynamics UX, creo que habrá algunos cambios significativos
  • Microsoft Dynamics CRM Social Experiences, según veo esta basado en Yammer. Aunque, hay muchas redes sociales para empresas que son geniales, yo apuesto mucho por esta red social que creo que una de las mejores, échenle un vistazo Bezzy
  • Compatibilidad con Office 2013, Skype y demás.

 

Les dejo el link de los documentos:

 

Saludos

Atilin

DeXrm | Spenta

Blog Post: 50 Shades of CRM: The True Story of the CRM Field Guide

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This is the history (and a bit of a book review) of the CRM Field Guide (http://www.crmfieldguide.com). To paraphrase a much greater tome, to tell the story of the book it is best to tell the story of some of the minds behind it.

History

On the 9 December, 2009 George Doubinski, a CRM MVP whose generosity is only matched by his dry Russian wit, wrote:

“Hi MVPs,

I’m probably one of the least qualified people on the subject yet for some inexplicable reasons I’ve been approached by one of the publishers about writing a book about new version of CRM. Writing a book, as some of you will vouch, is a tedious and time-consuming exercise. If you are looking for a return on investment, your time will be better spent flipping burgers. Genuine love of writing,  glory (albeit, a minimal one) and vanity are the only true reasons to even contemplate writing anything.

Having considered that, I still think that “MVP Cookbook on Microsoft Dynamics CRM 5” is not such a bad idea. Collection of recipes coming from people who do know their stuff.

I’m sure some of you have already been approached in the past and may have refused the offer of writing a book but a contribution of just one or two chapters is a significantly smaller effort and might just work. So if you believe that it’s not a scheme heading for an absolute disaster, please get in touch with me off the list.

Note that you will have to have access to CRM5 TAP with a signed NDA, of course.

Thanks

George”

Despite many positive responses, essentially nothing happened for about a year. Then on 13 August 2010 when, undeterred by the apathy of his comrades, George wrote:

“If you recall I floated idea for MVP cookbook some time ago after being one of the many approached by the same publisher… A few of you have responded and expressed the interest to participate and believe me, I have not forgot, simply was running inside the hamster wheel for a while. And with 2011 upon us, we probably need to re-group anyway.”

At this point I, and others, jumped on the book bandwagon. I wrote a chapter on workflows and dialogs and others threw in their bits and pieces.

Unfortunately the progress of others was slow and after yet another year all we had was three chapters (including mine) totalling about 150 pages of unedited content. The vision of an MVP-written book on CRM was fading.

By the end of 2011, CRM MVP Donna Edwards made one last-ditch attempt to restart the MVP book engine. Here is an abridged version of her email:

“As most in this email thread are aware, we kicked off a CRM MVP book project about a year ago.  We hit some bumps in the road and stumbled a bit but the good news is we are back on track with a stellar group of contributors.  If you are included in the To: line above, then you agreed to contribute one or more chapters to the CRM MVP book.  What an awesome bunch of individuals and I am thrilled to have each of you onboard!

Below is the list of book sections, chapters and authors.  As you will see, we have a great lineup and I think a good matching skillset for each chapter.  I hope you are all happy with the identified content.  Please contact me if you think we’ve missed something critical or have another chapter you’d like us to consider including.  As it stands now, the book should come in at over 600 pages”.

With Donna and Julie at the whip, not only did 19 CRM MVPs produce a book but it managed to overtake the 600 pages, eventually coming in at 940 pages.

Content

Despite my hideous bias, I think it is fair to say the book is comprehensive in its coverage. Topics include:

  • Server/Client installation
  • Security setup
  • Report development
  • Integration
  • Configuring CRM and packaging configurations in solutions
  • Data management
  • User adoption strategies and tips from the trenches

It is also fair to say that, given the broad scope, there are areas where it is shallow in depth. For example, there is little code in the book (however the chapter on solutions is, by any measure, comprehensive). Similarly, my chapter of processes covers the essentials but, in terms of using processes you could write a whole book (and Richard has).

Review

Obviously, given I wrote a chapter, count most of the authors as friends and receive a cut of the sales, it is difficult for me to review the book without some conflict of interest. However, I do believe there is something for everyone. If you or your team need to have a broad range of skills, in regards to Dynamics CRM, this is a great pdf to add to your reader. If, in reading the field guide, you determine there is an area you need to dive deeper, you can select one of the more focussed books in the market.

In terms of the quality of the content, it is difficult to argue against the pedigree of the authors, given they are all CRM MVPs and, moreover, we all got to pick the CRM topic we are passionate about or have strong knowledge of. In my case, I have a passion for processes in CRM, if only because they give me the power to make CRM do things only possible otherwise through code. However, I know precious little about the email router whereas Giorgio had written extensively on the router prior to the book and therefore was in a perfect position to create an informative, quality chapter.

Conclusions

While the book has literally been over 1000 days in the making, I believe the wait has been worthwhile. The book is the distilled wisdom of about 1/3 of the world’s CRM MVPs and from http://www.crmfieldguide.com is only $49.99. It is fair to say even MVPs will learn something from this book (and I intend to).

If you want to try before you buy, I do run the CRM MVP Gospel twitter feed (@CRMMVPGospel) which quotes a line from a random page in the book each week. While the feed may not change your world, it will give you an idea of the subjects covered in the book and who wrote them.

Once you have sampled its wares, head to http://www.crmfieldguide.com and get yourself a copy. I doubt it will be as popular as “50 Shades” but, unlike that novel, the vast amounts you learn from it you can employ in the workplace without fear of permanent injury or scarring.

Forum Post: Re: CrmService soap address location after moving the CRM Server, Client Configuration fails

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Solved it. Two rows in SQL table dbo.DeploymentProperties in MSCRM_CONFIG database contained the old server address, fixed these and everything is OK.

Yrjö

Forum Post: signature win over a

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Forum Post: Re: Issue with Importing of Accounts

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Interesting, I would suggest checking your globalization/regional/lingual settings in CRM, in Excel (File->Options->Language), in Windows via the Control Panel, and the database Collation settings (SQL Server Management Studio->Databases->yourorg_MSCRM -> right click -> properties->Options->Collation).

I suspect that these strange characters are the result of some mismatch in the text encoding between these products.
Good luck, I hope this helps you find the cause and solution.  Let us know what you find.

Blog Post: December 2012 Service Update

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November 4, 2012 — Last week’s big news for Dynamics CRM was the official announcement of the December 2012 Service Update. The most substantive official document is the Release Preview Guide, available here: http://crmpublish.blob.core.windows.net/docs/Release_Preview_Guide_December_2012_FINAL.pdf. This article’s my take on what you can expect and the relative importance of the new features. I used the organizational [...]

Blog Post: New Version of Microsoft CRM to be Released in December

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Microsoft Dynamics CRM 2011 Polaris Update

 

The next release of Microsoft CRM is codenamed “Polaris” and will be released in December.  Polaris will initially be released to Online customers with the On Premise update to follow. Polaris introduces a Process Driven user interface which is “flat” meaning there are significantly less popup windows.  The user experience will better match the look & feel of Office 2013. Cross-browser support originally scheduled for Q2 2012 Service Update will be delivered as part of Polaris. The support for custom workflow assemblies in the CRM Online environment will also be delivered in Polaris.

Additional features included in Polaris:

  • Bing Maps integration
  • Pre-Defined and Configurable Sales & Service Processes for lead, opportunity and case management
  • Enhanced collaborative selling functionality – Leads, Opportunities, Accounts, and Contacts have been updated to provide enhanced collaborative selling such as being able to identify stakeholders and influencers.
  • Integration to Yammer
  • Office 2013 Compatibility
  • Cross Browser Support – Microsoft is expanding the range of browsers supported to include versions of Mozilla Firefox and Google Chrome on Windows PCs. Firefox and Apple Safari will be supported on Macintosh desktop computers. There will also be Safari support on Apple iPad tablets
  • Embedded Skype Support – Users will be able to initiate outbound calls (both to phones and Skype to Skype) directly from CRM forms

 The most significant change in Polaris will be the User Interface. This flatter UI is designed to reduce popup windows by having data in-line. For example currently,  opening the Account form and clicking on the Primary Contact would open a new window; in Polaris the contact’s information will display inline on the Account form.

Current CRM Online users can opt to remain on the current UI but new customers signing up for CRM Online will receive the new UI by default.

Stay tuned for more information on the Orion update!

Beringer Associates is a Microsoft CRM Gold Partner in Pennsauken, NJ.  Please visit our website for more information about Microsoft CRM solutions.
Contact us at: info@beringer.net

Screenshot:

 

 

 

 

Screenshot of Updated Interface

New Version of Microsoft CRM to be Released in December is a post from: CRM Software Blog

No related posts.


Forum Post: Re: View columns stuck in compact mode

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JA,

The view settings you save in Outlook do not stick around for system views, my advice is for you to save that view as a personal view and then apply the settings.

Good Luck!

Forum Post: Re: Summing fields in Microsoft Dynamics 2011?

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You could create a workflow to do all that match but it wouldn't be reliable. Since the workflows run Asynchronously, there is no guarantee that they will run in succession. That means that if a user changes a value and saves and then really quickly changes another value and saves, there is a chance that the workflow will read the wrong information and provide the wrong total.

There is not a big chance for this to happen but it could happen.

Look into the workflow, there are math steps on the right navigation pane when you select "Update" as the step.

Good Luck!

Forum Post: Allow access to CRM from external server

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Hi all, I have CRM 2011 running in a Windows Server 2008 R2 vmware, on port 5555. Problem is I can't access it from my host system. I can access port 80 though. I've tried to add Inbound Rule for TCP port 5555 to the CRM server firewall but to no avail. Anything else to configure? Thanks!

Blog Post: Extending CRM 2011 into the social sphere: Using Montage Page editor

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The inspiration for this post is a whitepaper from Microsoft titled "The Connected Enterprise". It has a bunch of great ideas on how and why there exists a need to embrace social technologies to drive business needs. There is also a peek into the social tools that Microsoft is building or already built, and possible ways that might benefit your marketing and sales teams using simple storylines.

In this post, I am going to focus on one of those cool tools, and how users could possibly benefit by their integration with CRM 2011.

Microsoft FUSE Labs:
FUSE Labs works in partnership with product and research teams to create, develop, and deliver new social, real-time, and media-rich experiences for home and work. The tools give users new ways to create, connect and collaborate with the people, information and ideas that matter to them.

Montage:
Montage is a flexible web-based service that makes it easy to create and share a visual album of the web on the topics you care about. The visual album is highly customizable, allowing adding and editing content, and pulling in data from various sources like Twitter, Web searches, RSS feeds, YouTube etc.


The business case I can think of is having a Marketing Specialist have an "External looking" dashboard of sorts. Once your topic and source types are defined, the user has a dynamic view into the details. I have created a simple montage, with multiple sections presenting me with different information.

For this case, I created a montage pertaining to, drum roll please, crm 2011. Here is the full montage page that was a result of my customization:

























Let me break down the different sections in the page, with a screen shot for each.

The top section, in addition to the title and the created by person, lets you like (using Facebook), or share using Twitter and Facebook. The title is the only item that is editable in the top section.






The section on the right side is a twitter feed of the topic I am interested in (in this case, tagged with #msdyncrm).



The top left section pulls in the news articles that have to do with search term crm2011. The visual display is set to slideshow, ie, the news headlines are moving left to right.



The bottom left section pulls in the rss feed from the Microsoft Dynamics CRM Team Blog. The visual display is set to list, ie, the blog items are displayed with a scroll bar.



Here is an example of a public montage that is part of the crm 2011 dashboard. Notice that for a marketing person it could be an invaluable tool to keep up with a particular product he/ she is following.
















Final thoughts:

I really like the direction that Microsoft with going with its social tools. The montage is extremely configurable, letting you select the type of content, and in some cases the type of visual display. The data is dynamic, so once you have set up you will be getting the latest and greatest data that pertains to you.

I would like to see if the Montage can be created and published automatically using a predefined template. For example, I might want to  have a visual album of my CRM accounts, without having to manually create each one.
I have not seen a sdk to use with it - now that would be useful :)

Bonus Read!
Another cool application from the Fuse Labs stable is CompanyCrowd.
CompanyCrowd collects stories, media and content to create a living newspaper about the companies that are most important to you. The information about the company itself is crowd sourced. Do take a look!

Forum Post: Re: Naming mail merge attachments in CRM Dynamics 2011

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Hi Grant

Did you ever get a solution for this one?

Thanks in advance

andhe

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