Blogs

Within the release of the rollup update 7 a new version of the Microsoft dynamics CRM 2011 SDK has been released on 3/22

It can be downloaded from

http://www.microsoft.com/download/en/details.aspx?id=24004

Yesterday Microsoft released a new Rollup Update (7). It can be downloaded from

http://www.microsoft.com/download/en/details.aspx?id=29221

Microsoft continues adding new features to Dynamics CRM 2011 on each rollup update that is released, not only fixing bugs or issues.

A new feature that is included on this rollup update is called Read Optimized Forms. This allows faster form loads that are intended to be used for read only purposes.

More information can be read at http://msdn.microsoft.com/en-us/library/hh913610.aspx

Notice that this new feature is disabled by default when you install the Rollup Update 7.

To enable this feature go to Settings then to Administration and click on System Settings

After enabling this feature everytime you open a record from a grid by double clicking the forms will open in read only mode as follows

Noticed there is no ribbon controls on the top.

If you have any JavaScript code that will run for the On Load event then the Form will open in Edit mode and won't use the read optimized mode. The feature will be disabled for that entity to prevent breaks on any previous customizations that might be already in place.

You can see more information about this new feature at

http://blogs.msdn.com/b/crm/archive/2012/03/22/read-optimized-forms.aspx

Let me show you a very easy way to integrate Sharepoint Online with Microsoft Crm Online.

This is extremely helpful in many ways.

For example: you can upload documents to Sharepoint Libraries directly from Crm. This integration keep synchronized all libraries and create libraries hierarchy for you, as simple as click one button.

Well. The first thing what we need to have is Microsoft Dynamics CRM 2011 List Component

Download to your computer. Choose a folder to extract the zip file.

You will see the following documents:

Now we need to go to our sharepoint online organization. In the main menu of your Office 365 Account click the Sharepoint Online Link:

Then choose the site to integrate:

At this point you are seeing the usual Sharepoint interface.

We need to go to Site Actions – Site Settings:

Once there go to Galleries – Solution:

At ribbon click "Upload Solution":

Upload your .wsp File

Weel. All set in Sharepoint. Now we need to go to our Crm.

In Crm go to Settings – Document Management – Document Management Settings:

Crm will show a window where you can select the entities which integration will be applied.

Also, We'll need to enter our Sharepoint Url, for example:

Click Next.

The Url is validated and you need to choose if you will use or not a specific folder structure and which you are going to use. For example:

a. Entities related to accounts    

•Structure: <DefaultSite>/Accounts/<accountname>/<EntityName>/<recordname>

•Example: Opportunity called Opportunity1 related to Michael account http://SPServer/Accounts/ Michael /Opportunity/ Opportunity1

b. Entities related to Contacts

•Structure: <DefaultSite>/ Contacts /<accountname>/<EntityName>/<recordname>

•Example: Opportunity called Opportunity1 related to Michael Contacts http://SPServer/Contacts/ Michael/Opportunity/ Opportunity1

c. For entities not related to Acounts/ Contacts

•Structure:<DefaultSite>/<EntityName>/<recordname>

•Examples:

• Opportunity called Opportunity1 :

http://SPServer/Opportunity/Opportunity1

• Quote called MichaelQuote related to Michael account:

http://SPServer/Quotes/ MichaelQuoted.

If you haven't selected anything

• Structure:<DefaultSite>/<EntityName>/<recordname>
• Examples:

• Opportunity called Opportunity1:

• http://SPServer/Opportunity/Opportunity1

• Quote called MichaelQuote related to Michael account:

http://S    PServer/Quotes/ MichaelQuote

CLICK NEXT.

Click Ok.

At this point document libraries are being created in Sharepoint.

Click Finish

Your Crm – Sharepoint integration it's already set!.

Now the only thing you have to do it's to use it. How do we do that?. Easy!. Just go to the CRM record to which you want to upload files. For example: Account.

At the navigation panel select "Documents":

You'll see a list of the documents uploaded for this account. You can upload documents as easy as click the 'Add button'

The file will be uploaded and sharepoint will create a document library to each account insofar as it is used.

Add Location

You can add more than one Sharepoint location to the same Crm Record. To do this here are the steps you have to follow:

• Go to the CRM record for which you want to create a folder and start storing documents in.

• Click on "Add location" in the ribbon.

Here we have two different options:

•"Specify the UR of an existing Sharepoint folder"

•"Create a SharePoint folder".

If you already have a Sharepoint location that you want to associate to your Crm record just select "Specify the UR of an existing Sharepoint folder" option.

•Type the url of your existing Sharepoint Option and click Save.

If you want to create a new Sharepoint folder into your Sharepoint Site then follow the next steps:

•Select "Create a SharePoint folder".

(You can change the parent site if you want).

•Change the folder name to the desired folder

•Click Ok.

•Accept the confirmation dialog that pops up

DONE!: This will create a new folder in Sharepoint where users can store documents in.

References :

http://crmbusiness.wordpress.com/2011/03/07/crm-2011-how-to-setup-sharepoint-integration

On February 7 Microsoft released a new version of the Microsoft Dynamics CRM 2011 SDK

You can download it from this link

http://www.microsoft.com/download/en/details.aspx?id=24004

After some issues that made this rollup to be unavailable after the firsts days of release it is now available again.

You can download it from http://www.microsoft.com/download/en/details.aspx?id=28712

Just in case wait a couple of days or weeks before applying it on a real production environment J.

Yesterday all of our CRM servers went down and nobody was able to enter to any organization. This happened to both CRM 4.0 and CRM 2011 versions.

When a user tried to access with a web browser they got this error

 

After looking at different Blogs and forums I tried removing the servers from the domain and rejoining the domain without luck.

Also tried uninstalling the CRM product but when tried to install it back again I was not able due this same error! So I don't recommend trying this approach.

Finally the solution was installing Active Directory Domain Services Role on the CRM servers.

Restart the server after installing the role.

All the CRM servers started working back again!

Good luck!

If you can't see mathematical equation objects inside a ".doc or .docx file"

For example:

You can follow the next steps to enable the feature which allows these objects:

1. Close all programs and windows related to Microsoft Office 2010.

2. Click the "Start" button and choose "Control Panel." Click "Add/Remove Programs."

3. Click "Microsoft Office" in the installed programs list or "Microsoft Word" if you installed the Word program by itself. Choose "Change".

4. Click "Add or Remove Features" in the Maintenance section. Click "Continue".

5. Click "Office Tools" to expand the menu.

6. Click "Equation Editor" and choose "Run from my computer."

7. Click "Continue". When finished, press "close" button and start Microsoft Office Word. Now the equation objects will be available.

Reference Links

1. http://www.ehow.com/how_5049820_install-microsoft-word-equation-editor.html

2. http://www.technipages.com/word-2010-2007-enable-equation-editor.html

If you get this yellow bar

There are cases where you don't want to be prompted on this problem.

To fix this issue navigate to Tools | Internet Options | Security | Custom level

Under Miscellaneous | Display mixed content change from 'Prompt' to "Enable"

Click OK.

Reference

http://social.technet.microsoft.com/Forums/en-US/ieitprocurrentver/thread/30c0c726-4286-417b-96ea-d1bccfdb4eaa

If you have a parameter array as the following:
 

Parameters!ParameterName.Label(0) = "Hello"

Parameters!ParameterName.Label(1) = "Parameters"

Parameters!ParameterName.Label(2) = "World"
 

With the Join function In the F(x) Expression
 

=Join(Parameters!ParameterName.Label, " ")
 

The result would be a string like the following one:
 

"Hello Parameters World".
 

You also can use any other separator:
 

=Join(Parameters!ParameterName.Label, ", ")
 

And the result would be:
 

"Hello, Parameters, World".

If you need to use dynamic multiple value parameters in a fetch condition the correct syntax would be something like this:
 

<filter type="and">

<condition attribute="code" operator="in" value="@Code" />

<condition attribute="productname" operator="in" value="@ProductName" />

</filter>
 

@Code and @ProductName are multiple value parameters.
 

Or maybe you want to do this manually. In that case the syntax would be:
 

<fetch mapping='logical'>

<entity name='product'>

<filter type="and">

<condition attribute="code" operator="in" >

    <value>111</value>

    <value>222</value>

    <value>333</value>

</condition>

</filter>

</entity>
</fetch>
 

The values were invented for the example.