Hi Paparaju Gowd Rajulapati,
I still encounter the issue and as of this wrting I still don't know how to resolve it.
Regards,
Kris
Forum Post: Re: Problem registering Custom Workflows on CRM 2011 Online
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Forum Post: Re: Campaign Phone Call Activity - Read Only Field
Hi Heather,
Activity views only display fields that are common to all types of activities out-of-the-box. This is based on the Activity Pointer entity, which is a rollup of all the activities. So, a custom field on Phone Calls can only be displayed as a column when the View is based on the Phone Call entity alone. Therefore, you will find that your customer number field may be added to Views that are only Phone Calls.
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Forum Post: Re: incident == case?
OriginalLocalizedName corresponds to the display name of the entity. Specifically in this case, the logical name used by crm is incident. I guess this helps without creating further confusions.
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Forum Post: Re: Audit History not Working
We are also facing the same issue. Please suggest.
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Forum Post: Re: Audit Error: Attribute Metadata could not be retrieved from audit log
Thanks for your answer.
Not sure if this specific problem is solved with UR12, seems the be a new issue. I have checked UR12 kb2795627...
We have already opened a MS-Case and will also try UR12 when available.
Markus
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Blog Post: Free ebook: Introducing Microsoft SQL Server 2012
The final and complete version of Introducing Microsoft SQL Server 2012, by Ross Mistry (@RossMistry) and Stacia Misner (@StaciaMisner), is now ready as a free download! You can download the PDF version of this title here (288 pages; 10.8 MB).
We will update this post soon with links to EPUB and MOBI files. We expect these files to be available by March 23. UPDATE: The EPUB is here, and the MOBI is here.
If you prefer a hard copy of the book, you can order it here for $14.99.
Introducing Microsoft SQL Server 2012 includes 10 chapters:
PART I DATABASE ADMINISTRATION (by Ross Mistry)
1. SQL Server 2012 Editions and Engine Enhancements
2. High-Availability and Disaster-Recovery Enhancements
3. Performance and Scalability
4. Security Enhancements
5. Programmability and Beyond-Relational Enhancements
PART II BUSINESS INTELLIGENCE DEVELOPMENT (by Stacia Misner)
6. Integration Services
7. Data Quality Services
8. Master Data Services
9. Analysis Services and PowerPivot
10. Reporting Services
Please help us share the news about this ebook. And enjoy!
↧
Blog Post: Free ebook: Introducing Microsoft SQL Server 2012
The final and complete version of Introducing Microsoft SQL Server 2012, by Ross Mistry (@RossMistry) and Stacia Misner (@StaciaMisner), is now ready as a free download! You can download the PDF version of this title here (288 pages; 10.8 MB).
We will update this post soon with links to EPUB and MOBI files. We expect these files to be available by March 23. UPDATE: The EPUB is here, and the MOBI is here.
If you prefer a hard copy of the book, you can order it here for $14.99.
Introducing Microsoft SQL Server 2012 includes 10 chapters:
PART I DATABASE ADMINISTRATION (by Ross Mistry)
1. SQL Server 2012 Editions and Engine Enhancements
2. High-Availability and Disaster-Recovery Enhancements
3. Performance and Scalability
4. Security Enhancements
5. Programmability and Beyond-Relational Enhancements
PART II BUSINESS INTELLIGENCE DEVELOPMENT (by Stacia Misner)
6. Integration Services
7. Data Quality Services
8. Master Data Services
9. Analysis Services and PowerPivot
10. Reporting Services
Please help us share the news about this ebook. And enjoy!
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Blog Post: Office 365 and Microsoft CRM Email Router Pemissions (PowerShell)
This article describes how to set up Office 365 and the CRM Email Router. There are two excellent articles that cover the basics, you can see those here and here. Once you have set up the basic configuration take a look at how you can then easily use a single administrative user account to process the mailboxes.
When I set-up demo’s I like to be able to send and receive emails and queues in/from CRM. Typically I have 4 or 5 queues set up, each with a with a different email account e.g:
- Compliance@
- Legal@
- InvestorRelations@
- and so on
I set up a mailbox for each queue (which is a user account in Office 365) and then I use the Microsoft CRM Email Router to process emails in each of those mailboxes. I create a single administrative account in Office 365 and I then give this administrative account permissions on all the mailboxes that I need to monitor. The only thing left for me then is to create one inbound configuration profile which I can reuse for each mailbox:
In order to give your administrative account permissions on all mailboxes you’ll need to run the following from PowerShell (I do not advise you do this for a production system, see steps later to add permissions on a mailbox by mailbox basis):
Run PowerShell (run as administrator):
1:
Set-ExecutionPolicy RemoteSigned
2.:
$Cred = Get-Credential
3.
$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $Cred -Authentication Basic -AllowRedirection
4.
Import-PSSession $Session
5.
Get-Mailbox | Where {$_.PrimarySMTPAddress -match “yourdomain.onmicrosoft.com“} | Add-MailboxPermission -user youradminaccount@yourdomain.onmicrosoft.com -AccessRights FullAccess -inheritanceType all -AutoMapping $false
Alternatively you can give your administrative user permission on each mailbox as follows:
At step 5 for each mailbox:
Add-MailboxPermission theemailoqueueaccount@yourdomainname.onmicrosoft.com -User admin -AccessRights FullAccess -InheritanceType All
You can then easily test the permission by logging into the Office 365 Outlook web client as the admin account and open the required mailbiox (in Outlook web, click on the presence image and “open other mailbox”
This posting is provided “AS IS” with no warranties, and confers no rights.
Next Week : Charts and Visualisations for Microsoft Dynamics CRM 2011
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Forum Post: Re: MS Dynamics CRM connectivity with PHP
As the resource kit was released over a year ago the dlls it has in its examples are out of date especially when using CRM online.
So I'd recommend downloading the CRM SDK 5.013, taking the dlls from its bin directory, drop them into the php sample, recompile & test.
Hope that helps.
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Forum Post: Microsoft Dynamics Connector AX and CRM
Hello,
I have installed the dynamics connector for AX, but when I tried to configure the CRM 2011 adapter settings, the 'Object reference not set to an instance of an object' error occurs. The error occurs when I click ‘ Apply’ button. I also have attached the error log. The following is the log from the Integration Client .log:
ERROR TID:1 [2013-01-15T17:01:38.4115307+07:00]: Unhandled exception. This may indicate a problem with the application but may not be fatal.
--- Exception Dump ---
Caught Exception: Object reference not set to an instance of an object.
Stack trace:
at System.Object.GetType()
at Microsoft.Dynamics.Integration.DataAccessLayer.DbAdapter.SetAdapter(AdapterProxy adapter)
at Microsoft.Dynamics.Integration.DataAccessLayer.AdapterBusinessObject.SetAdapter(AdapterProxy adapter)
at Microsoft.Dynamics.Integration.Client.Core.ViewModel.DbAdapterSettingsViewModel.OnSave()
at Microsoft.Dynamics.Integration.Client.Core.DelegateCommand.Execute()
at Microsoft.Dynamics.Integration.Client.Core.ViewModel.AdaptersActivationViewModel.OnSave()
at Microsoft.Dynamics.Integration.Client.Core.DelegateCommand.Execute()
at System.Windows.Controls.Button.OnClick()
at System.Windows.Controls.Primitives.ButtonBase.OnMouseLeftButtonUp(MouseButtonEventArgs e)
at System.Windows.RoutedEventArgs.InvokeHandler(Delegate handler, Object target)
at System.Windows.EventRoute.InvokeHandlersImpl(Object source, RoutedEventArgs args, Boolean reRaised)
at System.Windows.UIElement.ReRaiseEventAs(DependencyObject sender, RoutedEventArgs args, RoutedEvent newEvent)
at System.Windows.RoutedEventArgs.InvokeHandler(Delegate handler, Object target)
at System.Windows.EventRoute.InvokeHandlersImpl(Object source, RoutedEventArgs args, Boolean reRaised)
at System.Windows.UIElement.RaiseEventImpl(DependencyObject sender, RoutedEventArgs args)
at System.Windows.UIElement.RaiseTrustedEvent(RoutedEventArgs args)
at System.Windows.Input.InputManager.ProcessStagingArea()
at System.Windows.Input.InputProviderSite.ReportInput(InputReport inputReport)
at System.Windows.Interop.HwndMouseInputProvider.ReportInput(IntPtr hwnd, InputMode mode, Int32 timestamp, RawMouseActions actions, Int32 x, Int32 y, Int32 wheel)
at System.Windows.Interop.HwndMouseInputProvider.FilterMessage(IntPtr hwnd, WindowMessage msg, IntPtr wParam, IntPtr lParam, Boolean& handled)
at System.Windows.Interop.HwndSource.InputFilterMessage(IntPtr hwnd, Int32 msg, IntPtr wParam, IntPtr lParam, Boolean& handled)
at MS.Win32.HwndWrapper.WndProc(IntPtr hwnd, Int32 msg, IntPtr wParam, IntPtr lParam, Boolean& handled)
at MS.Win32.HwndSubclass.DispatcherCallbackOperation(Object o)
at System.Windows.Threading.ExceptionWrapper.InternalRealCall(Delegate callback, Object args, Int32 numArgs)
at MS.Internal.Threading.ExceptionFilterHelper.TryCatchWhen(Object source, Delegate method, Object args, Int32 numArgs, Delegate catchHandler)
Thanks
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Forum Post: How do I change the language of the invitations for CRM online users to a language other than the base language?
I have users with multiple languages, and need them to receive their invitations in their own language. Is this even possible?
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Blog Post: MS CRM 2011: Add new Deployment Administrator through SQL
Here is just short script that has to be executed against MSCRM_Config db to add new deployment administrator:
So the only thing you need to do is to put domain name of new deployment administrator in a format DOMAIN\Login like Contoso\Administrator.
This trick is 100% unsupported and can lead to malfunction of whole CRM deployment. I suggest you to take backup of MSCRM_Config DB before you run this script.
Declare @DomainName Varchar(Max)
Set @DomainName = 'Put new deployment admin login here'--i.e. 'Contoso\Administrator'
Declare @Id uniqueidentifier
Select @Id = Id From mscrm_config..SystemUser Where Name = @DomainName
if (@Id isnull)
Begin
Set @Id = NEWID()
INSERT INTO mscrm_config..SystemUser(Id, Name, DefaultOrganizationId)
VALUES(@Id, @DomainName, '00000000-0000-0000-0000-000000000000')
End
INSERT INTO mscrm_config..SystemUserRoles(Id, SecurityRoleId, SystemUserId)
VALUES(NEWID(), (Select Id From mscrm_config..SecurityRole Where Name = 'Administrator'), @Id)
So the only thing you need to do is to put domain name of new deployment administrator in a format DOMAIN\Login like Contoso\Administrator.
This trick is 100% unsupported and can lead to malfunction of whole CRM deployment. I suggest you to take backup of MSCRM_Config DB before you run this script.
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Blog Post: MS CRM 2011: Add new Deployment Administrator through SQL
Here is just short script that has to be executed against MSCRM_Config db to add new deployment administrator:
So the only thing you need to do is to put domain name of new deployment administrator in a format DOMAIN\Login like Contoso\Administrator.
This trick is 100% unsupported and can lead to malfunction of whole CRM deployment. I suggest you to take backup of MSCRM_Config DB before you run this script.
Declare @DomainName Varchar(Max)
Set @DomainName = 'Put new deployment admin logi here'--i.e. 'Contoso\Administrator'
Declare @Id uniqueidentifier
Select @Id = Id From mscrm_config..SystemUser Where Name = @DomainName
if (@Id isnull)
Begin
Set @Id = NEWID()
INSERT INTO mscrm_config..SystemUser(Id, Name, DefaultOrganizationId)
VALUES(@Id, @DomainName, '00000000-0000-0000-0000-000000000000')
End
INSERT INTO mscrm_config..SystemUserRoles(Id, SecurityRoleId, SystemUserId)
VALUES(NEWID(), (Select Id From mscrm_config..SecurityRole Where Name = 'Administrator'), @Id)
So the only thing you need to do is to put domain name of new deployment administrator in a format DOMAIN\Login like Contoso\Administrator.
This trick is 100% unsupported and can lead to malfunction of whole CRM deployment. I suggest you to take backup of MSCRM_Config DB before you run this script.
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Forum Post: Unable to repair the Dynamic CRM 2011
Hi All,
Early this morning I have receive complaint that my company Dynamic CRM was inaccessible. Notice that the MS CRM sandbox and unzip services are unable to run, after searching here and there, unable to found any solution, I tried to repair the MSCRM, but below error is display during the system check.
Does anyone face this before and have a solution for it (Hopefully not reinstalling it)? It is a on premise MS CRM on windows 2008 R2 64 bit while the database is on another Windows Server 2008 R2 with MS SQL 2008 64bit.
Regards,
Leong
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Forum Post: Re: Email router config success, outgoing email "pending status"
issue fixed on our side..just restarted the crm router service
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Forum Post: Campaign Activity export for re-import missing data from Sender/Recipient columns
I have a list of Campaign Activities and I want to export (for re-import) them and give them to a secretary to modify the results of making the phone call so that I can then quickly import them as completed with the details.
The problem is that the columns containing Sender/Recipient are blank in the xml file so the person I give the file to can't tell who it is they're supposed to be contacting.
There are 4 blank columns in the xml spread sheet when I open it called:
Sender | Sender (do not modify) | Recipient | Recipient (Do not modify)
Why are these columns not being populated even though they are populated in the view I export from in the CRM?
You can see here in the excel xml file that I create after hitting the Export button the Sender/Recipient fields are blank. Surely this isn't correct?
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Forum Post: Re: update issues
Thanks Gus. I spoke to a Microsoft tech today and she suggested the same thing. Also we added the Currency field back to the form that had somehow gotten removed? Anyway, it resolved the Qualify/Duplicate Detection issue but items 3 and 4 are still unsolved. She is looking into the issue but I thought I'd mention it here too just in case you have any more suggestions or info on why it would be doing this. Thanks for your help.
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Blog Post: Do You Know Where Your Leads Come From?
Do you know where your leads come from?
Tracking lead/prospect sources is important for a number of reasons including determining marketing ROI and deciding where to focus your marketing efforts and budget. Leads are entered in CRM 3 main ways:
- Imported from a list
- Entered Manually
- Created automatically by website forms
Having the proper source tracking is key. The lead record in Microsoft CRM has a built-in “Source” field. This is a dropdown list and allows the user to select a source to indicate where the lead came from (Phone Book, Trade Show, Customer Referral, etc.) Using this field will allow you to use some built-in lead source analysis tools like the lead source analysis report and dashboarding on lead sources.
To assure this is set up properly you need to think about the level of tracking you need. For example if in your lead source drop down you have a value for Internet, is that specific enough? Simply selecting Internet will not tell you specifically where the lead came from (which search engine, was it a blog article that drove the lead, if you are doing pay-per-click was it a paid ad that drove the lead, etc.) Another example is Customer Referral, do you also want to know which customer made the referral? If so you need to build this tracking into the lead forms.
If you are doing Internet marketing (organic or paid search) we highly recommend integrating your web contact forms with Microsoft CRM. When someone visits your site and fills out a contact form the integration will automatically create a new lead in CRM and can set the source field. You can also capture information from the search engines that will tell you which search engine the lead came from, was it a paid ad or natural search. This is incredibly valuable for analyzing the success of online marketing. Without this integration your sales team would need to ask the lead how they learned about your business, a difficult way to uncover accurate source info.
We can help you set up lead source tracking in your CRM system.
Beringer Associates
Microsoft Gold Certified CRM Partner
www.beringer.net | info@beringer.net | 800.796.4854
Beringer’s Microsoft Dynamics CRM Solutions Page
Microsoft CRM Product Info Page
Do You Know Where Your Leads Come From? is a post from: CRM Software Blog
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Blog Post: Do You Know Where Your Leads Come From?
Do you know where your leads come from?
Tracking lead/prospect sources is important for a number of reasons including determining marketing ROI and deciding where to focus your marketing efforts and budget. Leads are entered in CRM 3 main ways:
- Imported from a list
- Entered Manually
- Created automatically by website forms
Having the proper source tracking is key. The lead record in Microsoft CRM has a built-in “Source” field. This is a dropdown list and allows the user to select a source to indicate where the lead came from (Phone Book, Trade Show, Customer Referral, etc.) Using this field will allow you to use some built-in lead source analysis tools like the lead source analysis report and dashboarding on lead sources.
To assure this is set up properly you need to think about the level of tracking you need. For example if in your lead source drop down you have a value for Internet, is that specific enough? Simply selecting Internet will not tell you specifically where the lead came from (which search engine, was it a blog article that drove the lead, if you are doing pay-per-click was it a paid ad that drove the lead, etc.) Another example is Customer Referral, do you also want to know which customer made the referral? If so you need to build this tracking into the lead forms.
If you are doing Internet marketing (organic or paid search) we highly recommend integrating your web contact forms with Microsoft CRM. When someone visits your site and fills out a contact form the integration will automatically create a new lead in CRM and can set the source field. You can also capture information from the search engines that will tell you which search engine the lead came from, was it a paid ad or natural search. This is incredibly valuable for analyzing the success of online marketing. Without this integration your sales team would need to ask the lead how they learned about your business, a difficult way to uncover accurate source info.
We can help you set up lead source tracking in your CRM system.
Beringer Associates
Microsoft Gold Certified CRM Partner
www.beringer.net | info@beringer.net | 800.796.4854
Beringer’s Microsoft Dynamics CRM Solutions Page
Microsoft CRM Product Info Page
Do You Know Where Your Leads Come From? is a post from: CRM Software Blog
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Forum Post: Re: Is CRM Online compatible with iPad after the Polaris update?
thank you
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