Webfortis - Microsoft Dynamics CRM Solutions

Update Rollup 5 and Mobile Express for Microsoft Dynamics CRM 4.0

Kyle Mattila - CRM Expert — Mon, 13 Jul 2009 12:54:00 -0700

Update Rollup 5 - Update Rollup 5 for Microsoft Dynamics CRM 4.0 (KB 970141)

Microsoft has released Update Rollup 5 for Microsoft Dynamics CRM 4.0. The update includes bug fixes and performance enhancements packaged together for easy deployment.

Update Rollup 5 is available for all languages that are supported by Microsoft Dynamics CRM 4.0.

For more information about this release, see Microsoft Knowledge Base article 970141: Update Rollup 5 is available for Microsoft Dynamics CRM 4.0. Important: This update is not necessary for Microsoft Dynamics CRM Online. All updates are installed automatically.We recommend customers install the update rollup to keep your software performing at its best. Installing previous update rollups is not a requirement to installing the current rollup.

Mobile Express for Microsoft Dynamics CRM - Mobile Express for Microsoft Dynamics CRM

Mobile Express for Microsoft Dynamics CRM is a new feature that enables users to access Microsoft Dynamics CRM data from a mobile Web browser on a Web-enabled mobile device. This feature must be installed on the Microsoft Dynamics CRM server, and can work over the Internet if Microsoft Dynamics CRM is set up for Internet-facing deployment, or within a company intranet. It is available as a free download for English versions of Microsoft Dynamics CRM. Once installed, users can view and modify Microsoft Dynamics CRM data from a web browser on their device.

Controlling Views In Microsoft Dynamics CRM - Part 1

Kyle Mattila - CRM Expert — Wed, 01 Jul 2009 13:33:00 -0700

In the first part of this two part series on controlling views in CRM, we will be talking about the different views available out of the box with Microsoft Dynamics CRM, and how to find where to modify them.

Microsoft Dynamics CRM offers the ability to customize a number of different views to only display information the way you want to see it, but knowing what view to change can get kind of confusing. Why would we want to show different information in different places in the first place? Why not have all views contain the same information? Let’s say you frequently look up leads, and every time you look up a lead you call them, you would want that phone number available within the search. Or if you have a view that displays Accounts without orders associated with them, you might want to be able to sort them by region to see where your coverage is lacking. Views can help by displaying information where and when you need it.

The views we will be looking at exist for most Entities including Custom Entities, but we will be using Accounts as our example.

To get to the available views for Accounts go to Settings -> Customization

The Customization page

Open the Accounts entity and select Forms and Views from the left hand bar.

All the views related to the Entity

Above are all the views available to modify, but what do they correspond to? Below is a snapshot of a search for "webfortis" within Accounts, circled are different links, dropdowns and search bars that you can use to narrow down your search. And connected to each one is a box that contains what view it is connected to within the Forms and Views customization.

Different CRM views and their corresponding locations within the Account Entity

Views:

Active Accounts - This is CRM's default view for any Entity, and it is what loads up when you open the Accounts page, but you can change your current view by clicking the view dropdown menu. Inactive Accounts, Accounts: no campaign activities, Accounts: no orders in last 6 months, Accounts: Responded to campaigns – these are all Account views that come preloaded with Microsoft Dynamics CRM. In part 2 we will discuss how to create your own views to show up here.

Note: To Change your default view from Active Accounts to a different view, from the Forms and Views page highlight the view you want to make default then select More Actions and Set Default. Note: you can only make public views default.

Setting "Accounts: Responded to Campaigns" to the default view

Searches:

	Account Advanced Find View - when you do an Advanced Find, the results that show up are displayed via the Advanced Find view.
	Quick Find Active Accounts - just above the main field containing all the accounts is a search bar, this is the Quick Find bar; the results of searches that you do will be formatted according to the Quick Find view.

Account Lookup view - This is the search done when you want to add a relationship to an already existing entity. For example: on the Account form, by default there is a Primary Contact entry, if you click the magnifying glass next to it, it will bring up the Look Up Records dialog box. The results of a search within this page is the Lookup View.

The Account lookup window

Preview - This is what shows up when you click on the small arrow to the left of an Account entry, this view is very useful for quickly retrieving important data without having to delve into the Account information page.

The Account Preview

If you have this Entity as a relation to another Entity, there will also be an Associated View, this is what is displayed when you select the Entity name from the details sidebar of its related Entity.

A note of caution on changing your views: these views are the same for EVERYONE on the system, so make sure everyone is in agreement about what information needs to be displayed where before you make any changes. Due to the high level of customization, changing views are usually reserved for System Administrators.

In Part 2 we will go over how to add/remove fields from views, set up your own custom views, and provide tips on how to best organize your views.

Where is my CRM license key key?

Kyle Mattila - CRM Expert — Mon, 29 Jun 2009 10:16:00 -0700

There are close to a dozen possible locations your CRM license key might be based on the exact implementation of CRM. The following 3 scenarios make up about 95% of the license key implementations out there.

1. You downloaded CRM from the Microsoft website and are on a 90-day trial.

Microsoft provides 90-day trials for the Workgroup, Professional, and Enterprise editions of CRM, If you downloaded Microsoft Dynamics CRM from Here, you are using one of these keys. For reference, the trial keys are:

Workgroup Edition (5 CAL limit): V8QCJ-74RXV-FF27W-TY3V2-92MJY
Professional Edition (no CAL limit): P6MYC-RPKCC-QWWCM-6MTJ3-RT3DY
Enterprise Edition (no CAL limit): QCKXD-BDH8R-G74H8-RDYHX-R4K4T

Once the 90 day trial runs out you will need to purchase a full CRM license, you cannot reuse a 90-day trial key.

2. You installed your CRM from a DVD or a ISO image of a DVD.

If you installed CRM from an official Microsoft Dynamics DVD, do the following to find your license key:

Open my computer and right click on the DVD drive, select “Open”
If you have a 32-bit installation of CRM, navigate to /server/I386/
For 64 bit versions of CRM navigate to: /server/amd64/
Open license.txt, the license key will be within that file

3. You got your DVD as part of the Microsoft Partner Program or Microsoft Action Pack Subscription.

If you received your DVD from one of Microsoft’s regular subscription services, the license key will either be printed on a card shipped with the DVD, or on a yellow sticker on the DVD.

One final note on upgrading: If you ever want to upgrade from the trial version to the full version of Microsoft Dynamics CRM using a key provided by MSDN, the keys will not be compatible. So you will need to uninstall the trial version and reinstall the MSDN version of CRM before you can use the key.

Insufficient Permissions when logging in Dynamics CRM using custom role

Kyle Mattila - CRM Expert — Fri, 19 Jun 2009 11:54:00 -0700

(From the Using Dynamics CRM Blog) If you have used custom security role in Dynamics CRM, you may have seen this error message when a user tried to log in for the first time.

The initial workaround for this problem was:

Give a standard role to the user (such as System Administrator)
Ask the user to log in CRM
Remove the standard role and assign him the custom role

Microsoft finally came out with solution to this problem (kb 948311). The solution is allowing the “write” permission for the “User Settings” under “Business Management”.

Top 60 New Features in CRM 4.0

Kyle Mattila - CRM Expert — Tue, 02 Jun 2009 10:45:00 -0700

Microsoft has a PDF of the top new features in CRM 4.0 at https://partner.microsoft.com/global/40062156. It is a good read if you are just starting out with CRM or if you just need a refresher on increasing your productivity. My favorite is Number 47:

BULK USER ADD
Multiply your users.
Microsoft Dynamics CRM 4.0 improves administrator productivity by streamlining the
process for adding users. New users can now be created in bulk. Tasks such as importing
user information from the Microsoft Active Directory directory service, setting user roles,
and assigning licenses can all be automated, greatly reducing the time and effort required
to create new users and freeing up administrators to do other work.

What are you waiting for? Download it now and check out the other 59 features.

Windows 7 is here (almost)

Marcw - Webfortis CEO — Fri, 01 May 2009 07:27:00 -0700

After working with Windows 7 for the last few months, we're all eagerly awaiting for the final release. The XPM and Windows Touch are really exciting features and once touch screen monitors become more affordable for general use, we'll see widespread adoption of this feature.

The RC1 became available yesterday (April 30) for MSDN and TechNet subscribers, and we have begun to install it on our computers for evaluation and testing purposes.

Update: As noted here, the download site was briefly down as testers accessed it when it became available yesterday, but we've confirmed functionality as of today.

The recommended path to migrate to Windows 7 RC depends on what operating system you are currently running:

Current OS	Recommended Path to Windows 7 RC
Windows XP	If your hardware meets the minimum recommendations for Windows 7, do a clean install of Windows 7 RC when available. The recommended minimum hardware for Windows 7 Beta can be found at http://www.microsoft.com/windows/windows-7/beta-faq.aspx. (Hardware recommendations will be roughly the same for RC.)
Windows Vista	Upgrade to Windows 7 RC.
Windows 7 Beta	Recommend you do a clean install of Windows 7 RC when available. You do not need to first reinstall Windows Vista and then upgrade to Windows 7 RC.

Some of the enhancements in Windows 7 include:

• Remote Media Streaming. Enables highly secure, remote Internet access to home-based digital media libraries from another Windows 7-based PC outside the home.
• Windows XP Mode. Utilizing Windows Virtual PC, Windows XP Mode allows Windows 7 users to run many Windows XP productivity applications, launched right from the Windows 7 desktop. Windows XP Mode will be available to Windows 7 Professional and Windows 7 Ultimate customers via download or, for the best experience, pre-installed directly on new PCs. As part of today’s announcement, Microsoft is releasing the beta of Windows XP Mode and Windows Virtual PC. For larger businesses where management is important to reduce the total cost of ownership, Microsoft Enterprise Desktop Virtualization (MED-V) within MDOP adds management to Windows Virtual PC including centralized policy, administration experience and deployment.
• Windows 7 Upgrade Advisor. To help enable a smooth transition, Windows 7 Upgrade Advisor will help people analyze their PCs in preparation for a Windows 7 upgrade. Available soon, Windows 7 Upgrade Advisor will be a downloadable tool that will help people determine their ability to upgrade from their Windows XP-based or Windows Vista-based PC to Windows 7.
• Refined navigation. Several enhancements to the Windows taskbar, JumpLists and search make navigation and finding exactly what you want much easier.
• Internet Explorer 8. InPrivate browsing in Internet Explorer 8 prevents browsing history, temporary Internet files, form data, cookies, and usernames and passwords from being retained by the browser. With Windows 7, you can start an InPrivate session straight from the JumpList. You can also open a new tab from the JumpList.
• Windows Touch. Controlling the computer by touching a touch-enabled screen or monitor is a core Windows 7 user experience. Improvements in the RC include several Windows Touch updates, including the ability to drag, drop and select items with touch, even inside Web sites that scroll both horizontally and vertically.

CRM Performance enhancements with SQL Server 2008

CRMWizard — Fri, 06 Feb 2009 08:28:00 -0700

Our friends over at the CRM Team Blog have a great article on the recently introduced white paper "Improving Microsoft Dynamics CRM Performance and Securing Data with Microsoft SQL Server 2008".

At 17 pages, it is an easy read and offers some cool tricks that can be leveraged in SQL 2008 to increase CRM performance.

The white paper can be downloaded here: Improving Microsoft Dynamics CRM Performance and Securing Data with Microsoft SQL Server 2008

Microsoft Dynamics CRM Accelerators

Marcw - Webfortis CEO — Tue, 02 Dec 2008 08:16:00 -0700

After being announced more than 3 months ago, the first few 'Accelerators' have started to arrive for Microsoft Dynamics CRM.

'Accelerators' are a open-source code that can be added to your CRM deployment to increase functionality. We haven't blogged publicly about them yet as we've been involved in creating a real-value proposition around them.

Also - There is a little confusion around them - as well as where to get them.

There is an 'official' page on Partner/Customersource located here that says the following: Use this page as your source to the most current partner information for the Accelerators for Microsoft Dynamics CRM 4.0. This page can be found here (login required).

However we've noticed that the Accelerators actually show up on Codeplex prior to showing up on the official page. The Codeplex page is: http://www.codeplex.com/crmaccelerators

The list of accelerators is as follows:

Analytics
eService
Event Management
Enterprise Search
Sales Methodologies
Extended Sales Forecasting
CRM Notifications
Business Productivity

Microsoft Dynamics CRM Rollup 1 available

CRMWizard — Tue, 02 Dec 2008 08:03:00 -0700

After a year (Microsoft Dynamics CRM went RTM the last week of December, 2007), Microsoft has released the first Rollup for Microsoft Dynamics CRM 4.0.

It can be downloaded from the following link:

http://www.microsoft.com/downloads/details.aspx?familyid=57c6267b-3b13-49dd-bfed-3cc83633aea7&displaylang=en&tm

There are a great number of fixes available with this rollup, however be sure to backup your databases before you install the Rollup in case you need uninstall it later (it can be uninstalled by using Add or Remove Programs).

Additionally - while the rollup is a package install, there are 2 hotfixes/updates that have to be manually enabled or configured. These are:

950175 (http://support.microsoft.com/kb/950175/ ) You cannot use Outlook as expected until all Microsoft Dynamics CRM 4.0 add-ins are loaded

953340 (http://support.microsoft.com/kb/953340/ ) E-mail messages from a CRM user to a queue are not delivered in Microsoft Dynamics CRM 4.0

A complete list of the Rollup fixes are as follows:

957701 (http://support.microsoft.com/kb/957701/ ) A workflow stays in the In Progress or Waiting status when you run the workflow in Microsoft Dynamics CRM 4.0

955056 (http://support.microsoft.com/kb/955056/ ) The "Mail Merge" function in Microsoft Dynamics CRM 4.0 transfers special characters incorrectly to Microsoft Word

954673 (http://support.microsoft.com/kb/954673/ ) The e-mail message is not sent after you finish the Create Quick Campaign Wizard in Microsoft Dynamics CRM 4.0

953291 (http://support.microsoft.com/kb/953291/ ) You cannot use the SetFocus() function to retain focus in a field in Microsoft Dynamics CRM 4.0

954549 (http://support.microsoft.com/kb/954549/ ) Internet e-mail messages that contain dangerous or nonprintable characters in the Subject line are sent directly to the Microsoft Dynamics CRM forward mailbox when you use Microsoft Dynamics CRM 4.0 client for Outlook

953905 (http://support.microsoft.com/kb/953905/ ) An update is available for the time zone and daylight saving time changes in Microsoft Dynamics CRM 4.0 and in the Microsoft Dynamics CRM 4.0 client for Microsoft Office Outlook

957703 (http://support.microsoft.com/kb/957703/ ) The Microsoft Dynamics CRM 4.0 client for Outlook stops responding when you change an option in the Options dialog box

953284 (http://support.microsoft.com/kb/953284/ ) When you send an e-mail message in the Microsoft Dynamics CRM 4.0 client for Outlook, the message remains in the "In progress" folder of the "My work" queue

955286 (http://support.microsoft.com/kb/955286/ ) Deployment Manager stops responding when you open Server Manager in Deployment Manager in Microsoft Dynamics CRM 4.0

956805 (http://support.microsoft.com/kb/956805/ ) Error message when you edit an order that has the price locked in Microsoft Dynamics CRM 4.0: "Crm Exception: Message: The product and the unit cannot be updated while the entity is locked., ErrorCode: -2147206371"

950521 (http://support.microsoft.com/kb/950521/ ) An English-language MSN Money Web page opens when you double-click a URL that includes a Japanese ticker symbol or a Chinese ticker symbol in Microsoft Dynamics CRM 4.0

955065 (http://support.microsoft.com/kb/955065/ ) You may experience layout issues or formatting issues when you run a report in some versions of Microsoft Dynamics CRM 4.0

952733 (http://support.microsoft.com/kb/952733/ ) Changes to the contact data filter do not synchronize with a user's Outlook contacts in the Microsoft Dynamics CRM 4.0 client for Microsoft Office Outlook

951640 (http://support.microsoft.com/kb/951640/ ) Error message when you view a workflow in Microsoft Dynamics CRM 4.0: "The requested record was not found or you do not have sufficient permissions to view it"

954655 (http://support.microsoft.com/kb/954655/ ) Microsoft Dynamics CRM 4.0 does not perform a uniqueness check on a product number after you add a custom attribute to a Product entity

952979 (http://support.microsoft.com/kb/952979/ ) Error message when you use the Advanced Find function to view saved views in Microsoft Dynamics CRM 4.0: "There was an error in showing this linked entity"

957792 (http://support.microsoft.com/kb/957792/ ) Error message when you try to import an organization to Microsoft Dynamics CRM 4.0: "Error| Import Organization (Name=[Company_Name], Id=[OrganizationID]) failed"

952311 (http://support.microsoft.com/kb/952311/ ) Error message when you click the Refresh list button on a grid of a view in Microsoft Dynamics CRM 4.0: "Order by columns do not match those in paging"

949564 (http://support.microsoft.com/kb/949564/ ) Windows Internet Explorer stops responding when you edit the working hours for a user in Microsoft Dynamics CRM 4.0

956585 (http://support.microsoft.com/kb/956585/ ) Error message when you install Microsoft Dynamics CRM 4.0: "System.Exception: Action Microsoft.Crm.Setup.Server.InstallConfigDatabaseAction failed"

951549 (http://support.microsoft.com/kb/951549/ ) Error message when you try to remove a manager from a user in Microsoft Dynamics CRM 4.0: "An error has occurred"

951065 (http://support.microsoft.com/kb/951065/ ) Error message when you try to use the Advanced Find function to add contacts to a marketing list in Microsoft Dynamics CRM 4.0: "An error has occurred"

953099 (http://support.microsoft.com/kb/953099/ ) A workflow is triggered unexpectedly in Microsoft Dynamics CRM 4.0

952874 (http://support.microsoft.com/kb/952874/ ) An automatically generated invoice number is one character short when you create an invoice in Microsoft Dynamics CRM 4.0

954917 (http://support.microsoft.com/kb/954917/ ) You cannot create a follow-up activity if you set the "Assign to" field to a queue in Microsoft Dynamics CRM 4.0

950430 (http://support.microsoft.com/kb/950430/ ) You can submit a Microsoft Dynamics CRM 4.0 form even if a required lookup field does not contain a valid value

950475 (http://support.microsoft.com/kb/950475/ ) The Status Reason value of an appointment record is changed to a default value when you run the Dismiss function on a tracked Outlook calendar reminder in Microsoft Dynamics CRM 4.0

948530 (http://support.microsoft.com/kb/948530/ ) An update of Microsoft Dynamics CRM 4.0 does not change the Microsoft Dynamics CRM database if you install the MUI Pack on a computer that runs Microsoft Dynamics CRM 4.0

953340 (http://support.microsoft.com/kb/953340/ ) E-mail messages from a CRM user to a queue are not delivered in Microsoft Dynamics CRM 4.0

955247 (http://support.microsoft.com/kb/955247/ ) Error message when you try to close an opportunity in Microsoft Dynamics CRM 4.0: "A validation error occurred. The length of the 'subject' attribute of the 'opportunityclose' entity exceeded the maximum allowed length of '100'"

954811 (http://support.microsoft.com/kb/954811/ ) Microsoft Dynamics CRM 4.0 Deployment Manager takes a long time to open on a Microsoft Dynamics CRM 4.0 server

954256 (http://support.microsoft.com/kb/954256/ ) Error message when you schedule a service activity that involves equipment or a facility in Microsoft Dynamics CRM 4.0: "At least one recipient does not have an e-mail address or is marked as 'Do Not Allow' e-mail"

953842 (http://support.microsoft.com/kb/953842/ ) Error message when you try to convert an existing lead in some quick campaign responses to entities in Microsoft Dynamics CRM 4.0: "The requested record was not found or you do not have sufficient permissions to view it"

952046 (http://support.microsoft.com/kb/952046/ ) The Microsoft Dynamics CRM 4.0 client for Outlook may stop responding when other Outlook add-ins are also installed on the computer

955234 (http://support.microsoft.com/kb/955234/ ) The changes that you made in offline mode are lost when you go online in the Microsoft Dynamics CRM 4.0 client for Outlook

954349 (http://support.microsoft.com/kb/954349/ ) You cannot select a price list even though a Price List lookup button exists in the Create Entity form or in the Update Entity form in Microsoft Dynamics CRM 4.0

951309 (http://support.microsoft.com/kb/951309/ ) Labels are not translated as expected after you import labels into Microsoft Dynamics CRM 4.0

956129 (http://support.microsoft.com/kb/956129/ ) You may receive an error message when you try to save an appointment, promote an e-mail message, or run the E-mail Router in Microsoft Dynamics CRM 4.0

950414 (http://support.microsoft.com/kb/950414/ ) Error message when you promote an e-mail message in the Microsoft Dynamics CRM 4.0 client for Outlook: "An error occurred while promoting a Microsoft CRM e-mail message" Error message when you promote an e-mail message in the Microsoft Dynamics CRM 4.0 client for Outlook: "An error occurred while promoting a Microsoft CRM e-mail message"

947818 (http://support.microsoft.com/kb/947818/ ) A field that does not have a name appears on the Non-Event Dependencies tab in the Form Properties dialog box after you create a new custom entity in Microsoft Dynamics CRM 4.0

949719 (http://support.microsoft.com/kb/949719/ ) Error message when you track a received e-mail message or when you send a tracked e-mail message in Microsoft Dynamics CRM 4.0: "An error occurred promoting this item to Microsoft Dynamics CRM"

950006 (http://support.microsoft.com/kb/950006/ ) An e-mail activity is not added to a case when you convert the e-mail activity to a case in Microsoft Dynamics CRM 4.0

952925 (http://support.microsoft.com/kb/952925/ ) Error message when you try to add a user to Microsoft Dynamics CRM 4.0 from a trusted domain: "An error has occurred. Try this action again"

951477 (http://support.microsoft.com/kb/951477/ ) Error message when you run the "Send Direct E-mail" functionality by using a user-defined query in Microsoft Dynamics CRM 4.0: "Either you do not have access to the record or the record does not exist"

950202 (http://support.microsoft.com/kb/950202/ ) The translated labels disappear when you add a new value to a picklist field of an attribute for an entity in Microsoft Dynamics CRM 4.0

951274 (http://support.microsoft.com/kb/951274/ ) Error message when you try to import an organization into Microsoft Dynamics CRM 4.0: "Exception System.DirectoryServices.DirectoryServicesCOMException (0x80072030): There is no such object on the server"

951319 (http://support.microsoft.com/kb/951319/ ) You receive error messages when you create an appointment in Microsoft Dynamics CRM 4.0

950886 (http://support.microsoft.com/kb/950886/ ) Error message when you start the report wizard or when you perform the Bulk Import activity in Microsoft Dynamics CRM 4.0: "The logged on user does not have the appropriate security permissions to view these records or perform the specific action"

951502 (http://support.microsoft.com/kb/951502/ ) You cannot open an e-mail message that is sent from a Microsoft Dynamics CRM 4.0 user

953185 (http://support.microsoft.com/kb/953185/ ) The Resume function does not work as expected when you run the function for the Update Contract States job in the Turkish version of Microsoft Dynamics CRM 4.0

948008 (http://support.microsoft.com/kb/948008/ ) A new follow-up activity is still owned by the original user after you change the user in Microsoft Dynamics CRM 4.0

950542 (http://support.microsoft.com/kb/950542/ ) Synchronous plug-ins do not respond to the events that are triggered in Microsoft Dynamics CRM 4.0

952149 (http://support.microsoft.com/kb/952149/ ) The Male label and the Female label are translated incorrectly in the Czech version of Microsoft Dynamics CRM 4.0

951252 (http://support.microsoft.com/kb/951252/ ) One or more customizations may be unexpectedly deleted on a report when you use the report wizard to modify the report in Microsoft Dynamics CRM 4.0

951919 (http://support.microsoft.com/kb/951919/ ) A workflow rule does not continue even though the "Wait" conditions are met in Microsoft Dynamics CRM 4.0

949068 (http://support.microsoft.com/kb/949068/ ) The Regarding field in an e-mail activity contains no value when you use a template that contains a Regarding field in Microsoft Dynamics CRM 4.0

948876 (http://support.microsoft.com/kb/948876/ ) Internet Explorer stops responding when you use the Microsoft Dynamics CRM 4.0 Web client to save or to send an e-mail message that has a large body

948604 (http://support.microsoft.com/kb/948604/ ) Error message when you try to provision a language in Microsoft Dynamics CRM 4.0: "Cannot insert duplicate key row in object 'dbo.LocalizedLabel' with unique index 'ndx_LocalizedLabel_ForSingleSelect'"

948035 (http://support.microsoft.com/kb/948035/ ) FIX: The "New Record" button and the "Add Existing Record" button are missing in Microsoft Dynamics CRM 4.0

952019 (http://support.microsoft.com/kb/952019/ ) The Microsoft Dynamics CRM 4.0 E-Mail Router service stops processing e-mail messages after a specific period of time

952115 (http://support.microsoft.com/kb/952115/ ) The dynamic value fields contain no content when you use an e-mail template to send a direct e-mail message in Microsoft Dynamics CRM 4.0

950374 (http://support.microsoft.com/kb/950374/ ) Text appears in a single line when you open the Preview page for an activity in Microsoft Dynamics CRM 4.0

954916 (http://support.microsoft.com/kb/954916/ ) Error message when you print an activity from the Activities view in Microsoft Dynamics CRM 4.0: "Error: 'LOCID_UI_DIR' is undefined"

948843 (http://support.microsoft.com/kb/948843/ ) You may experience slow performance when you run or edit workflows in Microsoft Dynamics CRM 4.0

948126 (http://support.microsoft.com/kb/948126/ ) Not all workflows are displayed in a lookup window for the relationships of an account in Microsoft Dynamics CRM 4.0

947978 (http://support.microsoft.com/kb/947978/ ) Some string variables are not passed to a custom Web form after you set a custom Web page as the default home page in Microsoft Dynamics CRM 4.0

955049 (http://support.microsoft.com/kb/955049/ ) Error message when you try to go offline in the Microsoft Dynamics CRM 4.0 client for Outlook: "Failed move data for entity 'Saved View' during action Insert, countRows=13"

952815 (http://support.microsoft.com/kb/952815/ ) Error message when you run an Advanced Find query in Microsoft Dynamics CRM 4.0: "Microsoft CRM Unhandled Error Details: Server Error in '/' Application"

949732 (http://support.microsoft.com/kb/949732/ ) A bit type field is unexpectedly set back to the default value when you run a workflow rule to update some other fields of a record in Microsoft Dynamics CRM 4.0

954498 (http://support.microsoft.com/kb/954498/ ) The marketing list still contains the members that you want to remove when you click Update Marketing List in the Manage Members page in Microsoft Dynamics CRM 4.0

951206 (http://support.microsoft.com/kb/951206/ ) A FetchXML statement that contains the <Link-Entity> statement may return incorrect data or incorrect data in Microsoft Dynamics CRM 4.0

951301 (http://support.microsoft.com/kb/951301/ ) Error message when you try to go offline in Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access: "A SQL Server error occurred. Try this action again due to configured cascading"

951718 (http://support.microsoft.com/kb/951718/ ) You receive script error messages when you browse through pages under the Microsoft Dynamics CRM folder in the Microsoft Dynamics CRM 4.0 client for Outlook

950088 (http://support.microsoft.com/kb/950088/ ) E-mail messages are not sent from Outlook Web Access, from Outlook Mobile Access, or from Outlook Rules after you open the Microsoft Dynamics CRM 4.0 client for Outlook

952945 (http://support.microsoft.com/kb/952945/ ) The Privacy tab on the Set Personal Options page does not contain a link to the error reporting privacy statement in Microsoft Dynamics CRM 4.0

952547 (http://support.microsoft.com/kb/952547/ ) A record moves to the bottom of the grid area if you expand the preview section of the record in Microsoft Dynamics CRM 4.0

951538 (http://support.microsoft.com/kb/951538/ ) The value in the Actual End column is incorrect in the "My Received E-mails" view in the E-mail type activities list in Microsoft Dynamics CRM 4.0

950154 (http://support.microsoft.com/kb/950154/ ) Error message when you change the Parent Account field in an opportunity form in Microsoft Dynamics CRM 4.0: "No Attribute"

949925 (http://support.microsoft.com/kb/949925/ ) A service case is not assigned to a user when you click Assign in Microsoft Dynamics CRM 4.0

950229 (http://support.microsoft.com/kb/950229/ ) Error message when you try to add a product to an opportunity in Microsoft Dynamics CRM 4.0: "An error occurred during pricing of a detail line item"

954800 (http://support.microsoft.com/kb/954800/ ) Microsoft Outlook stops responding when you open, close, reply to, or forward e-mail messages in the Microsoft Dynamics CRM 4.0 client for Outlook

952673 (http://support.microsoft.com/kb/952673/ ) Error message when you try to open a Calendar view in Microsoft Dynamics CRM 4.0: "Event Journaling Invalid Recipient Type"

951300 (http://support.microsoft.com/kb/951300/ ) The Full-Text Search feature cannot find Microsoft Knowledge Base articles and the status of some contracts cannot be set to Expire when you run the Microsoft Dynamics CRM 4.0 Deployment Manager

948043 (http://support.microsoft.com/kb/948043/ ) You cannot import the customizations from a Microsoft Dynamics CRM 4.0 system that you upgraded to another Microsoft Dynamics CRM 4.0 system that you also upgraded

951098 (http://support.microsoft.com/kb/951098/ ) The Year view of the MiniCalendar view does not display the data correctly if you click to select the "Show week number in Calendar views" check box on the Customer Regional Options - Personal Options form in Microsoft Dynamics CRM 4.0

948588 (http://support.microsoft.com/kb/948588/ ) Error message when you import customizations in Microsoft Dynamics CRM 4.0: "Failure: bulkoperation: Invalid Argument"

948172 (http://support.microsoft.com/kb/948172/ ) Error message when you delete a queue item from a queue in Microsoft Dynamics CRM 4.0: "Record is unavailable"

950680 (http://support.microsoft.com/kb/950680/ ) The workflow rules no longer run when you use the Deployment Manager Import Organization Wizard to import an organization in Microsoft Dynamics CRM 4.0

951884 (http://support.microsoft.com/kb/951884/ ) The Microsoft.crm.Application.Hoster.exe service stops running when you run the Microsoft Dynamics CRM 4.0 client for Outlook with Offline Access

952576 (http://support.microsoft.com/kb/952576/ ) The "RetrieveTeamsSystemUserResponse" class does not return all attributes in Microsoft Dynamics CRM 4.0

948746 (http://support.microsoft.com/kb/948746/ ) Error message when you execute a plug-in on a nondefault organization instance in Microsoft Dynamics CRM 4.0: "The request failed with HTTP status 401 unauthorized"

950175 (http://support.microsoft.com/kb/950175/ ) You cannot use Outlook as expected until all Microsoft Dynamics CRM 4.0 add-ins are loaded

951690 (http://support.microsoft.com/kb/951690/ ) An e-mail activity does not appear in the Preview page when you try to preview the e-mail activity in Microsoft Dynamics CRM 4.0

947860 (http://support.microsoft.com/kb/947860/ ) FIX: Error message when you use the Response messages of the SetStateEmailRequest object to set e-mail messages to Completed in Microsoft Dynamics CRM 4.0: "Crm Exception: Message: The specified sender type is not supported"

949347 (http://support.microsoft.com/kb/949347/ ) The "Move Up" button and the "Move Down" button are not available when you open the Attribute page for a bit type attribute in Microsoft Dynamics CRM 4.0

956720 (http://support.microsoft.com/kb/956720/ ) The scheduled due time of an activity is unexpectedly changed to "12:00 AM" after you specify a snooze time or you dismiss the activity in a reminder in the Microsoft Dynamics CRM 4.0 client for Outlook

949569 (http://support.microsoft.com/kb/949569/ ) The Duplicate Detection function cannot detect duplicate records when you use a pre-update plug-in assembly in the update process in Microsoft Dynamics CRM 4.0

948002 (http://support.microsoft.com/kb/948002/ ) The started time and the completed time are incorrect in workflows on an entity record in Microsoft Dynamics CRM 4.0

948121 (http://support.microsoft.com/kb/948121/ ) Outlook may stop responding when you exit Outlook, go offline in the Microsoft Dynamics CRM 4.0 client for Outlook, or go online in the Microsoft Dynamics CRM 4.0 client for Outlook

948298 (http://support.microsoft.com/kb/948298/ ) The records list in the Look Up Records dialog box is not filtered by a new contact in Microsoft Dynamics CRM 4.0

951268 (http://support.microsoft.com/kb/951268/ ) The decimal separator that you specify in the user settings in a non-English version of Microsoft Dynamics CRM 3.0 unexpectedly changes after you upgrade to Microsoft Dynamics CRM 4.0

948629 (http://support.microsoft.com/kb/948629/ ) Error message when you try to go offline in the Microsoft Dynamics CRM 4.0 client for Outlook with Offline Access: "Failed move data for entity 'Plug-in Assembly' during action Insert, countRows=[Number]"

956869 (http://support.microsoft.com/kb/956869/ ) Error message when you create a new organization or import an organization in Microsoft Dynamics CRM 4.0: "Service msftesql was not found on computer '[Computer_name]'"

948157 (http://support.microsoft.com/kb/948157/ ) Error message when you create a new record or open an existing record in Microsoft Dynamics CRM 4.0: "Invalid Argument"

951174 (http://support.microsoft.com/kb/951174/ ) The content in the Notes tab may not be displayed when you click the Notes tab in an entity page in Microsoft Dynamics CRM 4.0

947401 (http://support.microsoft.com/kb/947401/ ) Error message when you import customizations to another Microsoft Dynamics CRM 4.0 organization: "Identifiers cannot be more than 50 characters long"

948005 (http://support.microsoft.com/kb/948005/ ) The OnSave event code or the OnLoad event code is not triggered after you modify a step in a workflow rule in Microsoft Dynamics CRM 4.0

952724 (http://support.microsoft.com/kb/952724/ ) You cannot view any e-mail messages in the folders after you install the Microsoft Dynamics CRM 4.0 On-Premise client for Outlook

948770 (http://support.microsoft.com/kb/948770/ ) Microsoft Dynamics CRM 4.0 may close unexpectedly when you click the lookup button in a customer type field that triggers the OnChange event

948045 (http://support.microsoft.com/kb/948045/ ) Outlook stops responding when you track an Outlook contact in the Microsoft Dynamics CRM 4.0 client for Outlook

949141 (http://support.microsoft.com/kb/949141/ ) Error message when you click "View in CRM" after you create an appointment in the Microsoft Dynamics CRM 4.0 client for Outlook: "At least one recipient could not be resolved to a record in the system"

948155 (http://support.microsoft.com/kb/948155/ ) A date or a time may not be converted to UTC time in the database for some time zones in Microsoft Dynamics CRM 4.0

948122 (http://support.microsoft.com/kb/948122/ ) The collection of installed localized labels is incomplete when you use the Microsoft Dynamics CRM 4.0 metadata Web service to retrieve the collection

951179 (http://support.microsoft.com/kb/951179/ ) Error message when you try to go offline in the Microsoft Dynamics CRM 4.0 client for Outlook with Offline Access: "Failed move data for entity"

949086 (http://support.microsoft.com/kb/949086/ ) You receive Outlook sync messages when you view a shared calendar or a shared contacts folder in Microsoft Dynamics CRM 4.0 client for Outlook

951849 (http://support.microsoft.com/kb/951849/ ) Error message when you run the Microsoft Dynamics CRM 4.0 E-mail Router service on a computer that has multi-core processors: "An item with the same key has already been added"

952018 (http://support.microsoft.com/kb/952018/ ) A POP3 provider delivers hundreds of copies of the same e-mail messages to a Microsoft Dynamics CRM 4.0 database

CRM User Adoption - Part 2 of 5

Marcw - Webfortis CEO — Sun, 30 Nov 2008 16:23:00 -0700

In our last post (located here), we looked at how both management and users can view a CRM implementation that can encourage adoption. In this post we're going to focus on some real-world tips and traps that drive user adoption.

Early Involvement of the end-users is critical towards project success and adoption

Tip: Encourage (if not require) a client Project Manager - Involvement of the client is more than simply approving invoices - it is the early adoption and acceptance of the software and designed business processes. We occasionally see (but have not been involved in!) failed implementations because the client was sold on the idea of CRM and all its great features, but were either too busy to be involved in the project or simply wanted the software to just show up on their desk. It is critical to get a Project Manager/stakeholder involved in the process early in the process.

Additionally - the more end-users that can be involved early in the process can result in a higher earlier acceptance.

Trap: Be sure the client Project Manager has an appropriate role in the organization - It is not enough to simply be a member of the organization - the Project Manager needs to have sufficient knowledge, experience and desire to be able to drive the project.

Additionally, be sure any early end-users have appropriate time and responsibility to work on the project (we normally recommend the creation of a checklist that allows users to go through to verify functionality and/or report issues during initial reviews).

Be sure to include business processes that make users work smarter - not just because they are used to them

Tip: "Just because we always do something, doesn't mean we need to continue to do something" (however it might!) - During a recent implementation analysis, a user identified one of her business processes as 'printing the lead out and having A/R review it for credit worthiness'. She mentioned that this was a required step and one that absolutely needed to be included in the new software. When we suggested that instead of printing the lead, we could create a workflow that sends a review activity to the A/R department (without having to print), she thought for a minute and said that won't work. When questioned further about it, she identified that the A/R department was not scheduled to be included as users until the second phase, so their ability to review without the printout was not an option (at this time).

Her observation was correct, and we recommended either including the workflow in anticipation of when A/R receives their licenses (and still printing), as well as suggesting having at least one member from A/R in the initial phase to test the modified business process (they chose to go with the modifying initial requirements and include Stan from A/R in the intial phase).

Trap: Be sure to THOROUGHLY review existing business processes with CRM tinted glasses - When reviewing business processes, we always think about how the process can be improved with CRM, while not over-engineering a solution.

During a review/analysis phase, we are always careful to remember that it is easier for us to understand a clients business and business process then it is for them to understand CRM.

Clearly establish and agree to the scope of the project, including the budget, timeline and resources required (both from the consultant and the client organizations) early - Be sure that all users are aware of what and when they will receive with each deliverable/phase

Tip: Keep your eyes on the overall project, but focus on the phase at hand - It is rare that an enterprise application such as Microsoft Dynamics CRM isn't implemented in phases (these phases are usually broken down into the following:

1) Envisioning, 2) Planning, 3) Design, 4) Deployment, 5) Training, 6) Support *

(with several sub-phases as necessary given the requirements)), and users can be quite myopic about what they're exposed to. This can be both good and bad in that their expectations need to be managed appropriately (a good example is a user who won't see their customizations until after a later phase is forced to use the system without 'their' features yet).

The best way to succeed is to have full exposure as to what is happening and when. Phases are very important in that short-term obtainable goals are achieved and mutual objectives are accomplished over time. Additionally, when working with companies that utilize SCRUM project methodology (such as Webfortis), phases allow users to get in front of the product as quickly as possible - which generates feedback and involvement in the final product (early input can be incorporated into later design/customization phases).

* Microsoft has a good link on these Milestones located here

Trap: Always set appropriate expectations at the beginning -Whenever we perform a Needs Analysis, we discuss the project, what CRM is and what it can do prior to discussing requirements. This is important to share so that the analysis is revealing about CRM type functions, however it is also important to mention that our goal is to improve existing processes by introducing CRM - and not everything discussed and/or reviewed will necessarily be approved by management, nor be feasible for initial implementation.

If users aren't aware of what they're involvement will be (or why), they will be less likely to contribute and share in the benefits during deployment.

CRM User Adoption - Part 1 of 5

Marcw - Webfortis CEO — Thu, 16 Oct 2008 13:54:00 -0700

The question we're asked more often then not is "How can we be sure that the CRM system will be adopted by my company?"

Fortunately when working with Microsoft Dynamics CRM, we have a number of great responses:

Complete and native integration with Microsoft Outlook
Easy to learn and use
Configurable without a 'specialist' required
Powerful reporting and drill-through capabilities
Available On Premise or hosted (or both)
Part of the Dynamics family of products
And many others

While there are many others, the point of this blog post is to raise an issue that we hear commonly from individuals in Sales departments:

"We spend time putting data in, but we don't get much out of it...."

This type of objection is often developed by individuals in Sales that are required to use the system by management, and they realize little value from the time that it takes to input the data. While there are a lot of ways to overcome this objection, one of our favorites is to think of the system as a tool - in this case a mirror. Instead of management using it as a downward tool only, users can use it to expose upward issues. In other words, usage of the system can showcase to management what it truly takes to work, as this is something they don't normally have visibility to.

Think of a normal sales cycle - there are numerous emails, phone calls and meetings that occur, however without them being recorded, no one knows what it takes.

Imagine if you closed a $5 million deal, and management said "That's great, what are you going to do tomorrow?". Now that might be an acceptable comment if the client just called and purchased, however, if there were 42 emails, 12 meetings (3 onsite with the client) and 60 phone calls, management would see not only how much effort it took to make the deal, but thow valuable an employee they had!

The flip side to this is the visibility that can be provided for the amount of time that it takes to do something. Sales process that are cumbersome and/or time consuming can be illustrated and evaluated based on what it takes to complete the process by showing actual data (Management may still require the process, but they'll be able to adequately determine the value of it).

On our next post we're going to include some of the key 'real-world' tips to obtaining user adoption....

New Updates for Microsoft Dynamics CRM

CRMWizard — Fri, 10 Oct 2008 09:09:00 -0700

Microsoft has released the following updates for Microsoft Dynamics CRM 4.0.

We're including them here for reference again (Please contact us or Microsoft for more information and/or to obtain the described resolutions as some are available only through PartnerSource and/or CustomerSource). As always, be sure to check their update page for a consolidated list of fixes located here: http://support.microsoft.com/kb/949256/en-us:

Microsoft Dynamics CRM Version 4.0 The Full-Text Search feature…
Fixes a problem in which the Full-Text Search feature cannot find Microsoft Knowledge Base articles and you cannot set the status of a contract as Expire when you run the Microsoft Dynamics CRM 4.0 Deployment Manager.

Microsoft Dynamics CRM Version 4.0 Error message when you run…
Describes a problem that occurs when you run the Microsoft Dynamics CRM 4.0 E-mail Router service on a computer that has multi-core processors.

Microsoft Dynamics CRM Version 4.0 Error message when you try to install…
Describes a problem that occurs when you try to install the Microsoft Dynamics CRM Connector for SSRS. A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 The decimal separator that you specify…
Describes a problem in which the decimal separator changes from a comma to a period. A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 You cannot import the customizations from…
Describes a problem that occurs when you try to import customizations from an upgraded Microsoft Dynamics CRM 4.0 system to another upgraded Microsoft Dynamics CRM 4.0 system. A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 The scheduled due time of an activity…
Describes a problem that occurs after you specify a snooze time or you dismiss the activity in a reminder in the Microsoft Dynamics CRM 4.0 client for Outlook. A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 Error message when you print an activity…
Describes that you receive an error message when you print an activity from the Activities view in Microsoft Dynamics CRM 4.0. Provides a hotfix.

Microsoft Dynamics CRM Version 4.0 You receive error messages when you…
Describes a problem that occurs when you create an appointment in Microsoft Dynamics CRM 4.0. Provides a hotfix.

Microsoft Dynamics CRM Version 4.0 Error message when you try to open…
Describes a problem that occurs when you try to open a Calendar view in Microsoft Dynamics CRM 4.0. A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 The "RetrieveTeamsSystemUserResponse"…
Describes a problem that occurs if you set the "ColumnSet" property to "AllColumns." A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 An update is available for the time zone…
Describes an update that is available for the time zone and daylight saving time changes in Microsoft Dynamics CRM 3.0 and in the Microsoft Dynamics CRM 3.0 client for Microsoft Office Outlook.

Microsoft Dynamics CRM Version 4.0 Error message when you create a new…
Describes that you receive an error message when you create a new organization or import an organization in Microsoft Dynamics CRM 4.0. Provides a hotfix.

Microsoft Dynamics CRM Version 4.0 Microsoft Dynamics CRM 4.0 may close…
Describes an issue that occurs when you click the lookup button in the Parent Account field or in the Primary Contact field of an account record or of a contact record in Microsoft Dynamics CRM 4.0. Provides a hotfix.

Microsoft Dynamics CRM Version 4.0 An update to the Help file…
Describes the most recent update for the Microsoft Dynamics CRM 4.0 Help files.

Microsoft Dynamics CRM Version 4.0 The column of an activity entity…
Describes a problem that occurs when you create a view for the activity entity in Microsoft Dynamics CRM 4.0. A workaround is provided.

Microsoft Dynamics CRM Version 4.0 Support for running Microsoft Dynamics…
Describes support for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM 4.0 is compatible with Microsoft SQL Server 2008.

When you install CRM, what is in the setup files that are downloaded from Microsoft?

Marcw - Webfortis CEO — Tue, 30 Sep 2008 08:27:00 -0700

While working with a customer on an upgrade/install project for CRM last week, they asked

"When CRM is being installed, it asks if we wanted to download the setup files. What are in the setup files?".

Here is the answer to that question (everyone of these hotfixes is included in the setup updates):

Article number	Article title	Release date
948593	Error message when you install the Microsoft Dynamics CRM 4.0 server: "Microsoft.Crm.CrmArgumentException: Invalid domain name. Domain name is either invalid or unreachable"	February 29, 2008
947982	Lookup attributes are inactive on the activity form after you upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0	February 29, 2008
950476	A date or a time is not converted to UTC time in the database for some time zones in Microsoft Dynamics CRM 4.0	March 26, 2008
949250	Error message when you upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0: "Could not find a part of the path "D:\Program Files\Microsoft SQL Server\MSSQL\data\metabase_23a69d8481384682b81420223b8138e3.mdf""	April 25, 2008
950128	You cannot create a new CRM organization by using Deployment Manager in Microsoft Dynamics CRM 4.0	April 25, 2008
951178	Error message when you delete cases from a queue or when you assign records in Microsoft Dynamics CRM 4.0: "Record is unavailable" or "More than one user queue was found for the given object"	April 25, 2008
949598	Error message when you try to upgrade an existing organization from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0: "Action Microsoft.Crm.Setup.Server.CreateCrmGroupsAction failed. General access denied error"	June 4, 2008
950526	You receive error messages when you try to import a customization XML file in Microsoft Dynamics CRM 4.0	June 23, 2008
951180	Error message when you upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0: "Action Microsoft.Crm.setup.Server.DeleteHotFixesAction failed. Object reference not set to an instance of an object"	June 24, 2008
952601	Error message when the Setup program for Microsoft Dynamics CRM 4.0 performs a check in the Environmental Diagnostic Wizard (EDW): "Error\| Check FullTextRunningValidator : Failure: Service msftesql was not found on computer '[Computer_Name]'"	August 15, 2008
952602	Error message when you try to install Microsoft Dynamics CRM Data Connector for Microsoft Dynamics CRM 4.0: "Unable to validate SQL Server Reporting Services Report Server installation"	August 15, 2008
947278	Error message when you try to install the Microsoft Dynamics CRM Connector for SSRS: "Microsoft Dynamics CRM Connector for SSRS Setup Setup did not complete successfully"	August 19, 2008
950490	Error message when you upgrade workflow rules from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0: "System.OutOfMemoryException"	March 18, 2008

If you want to obtain the updates manually, navigate here:

The following URLS are for x86-based platforms:

•	Microsoft Dynamics CRM server http://go.microsoft.com/fwlink/?LinkID=94937&clcid=
•	Microsoft Dynamics CRM Connector for SQL Server Reporting Services http://go.microsoft.com/fwlink/?LinkID=94940&clcid=
•	Microsoft Dynamics CRM E-mail Router http://go.microsoft.com/fwlink/?LinkID=94939&clcid=

The following URLs are for x64-based platforms:

•	Microsoft Dynamics CRM server http://go.microsoft.com/fwlink/?LinkID=104228&clcid=
•	Microsoft Dynamics CRM Connector for SQL Server Reporting Services http://go.microsoft.com/fwlink/?LinkID=104230&clcid=
•	Microsoft Dynamics CRM E-mail Router http://go.microsoft.com/fwlink/?LinkID=104229&clcid=

Where the clcid is the value that corresponds with your language (English (US) = 0x409, Spanish = 0xc0a, Japanese = 0x411, etc.).

The continuing struggle between IT and Sales within any organization continues

CRMWizard — Mon, 08 Sep 2008 08:25:00 -0700

When implementing IT solutions for organizations that involve changes to the Sales department, there are usually some individuals that object to change....

Latest Microsoft Dynamics CRM 4.0 updates and hotfixes

Marcw - Webfortis CEO — Mon, 08 Sep 2008 08:19:00 -0700

Microsoft has updated their hotfixes (located here: http://support.microsoft.com/kb/949256/en-us ).

We're including them here for reference again (Please contact us or Microsoft for more information and/or to obtain the described resolutions):

Microsoft Dynamics CRM Version 4.0 Not all workflows are displayed…
Describes a problem where not all workflows are displayed in a lookup window for the relationships of an account in Microsoft Dynamics CRM 4.0.

Microsoft Dynamics CRM Version 4.0 The value in the Actual End…
Fixes a problem in which the value in the Actual End column is incorrect in the "My Received E-mails" view in the E-mail type activities list in Microsoft Dynamics CRM 4.0.

Microsoft Dynamics CRM Version 4.0 The content in the Notes tab…
Describes a problem that occurs when you click the Notes tab in an entity page in Microsoft Dynamics CRM 4.0. Includes a resolution.

Microsoft Dynamics CRM Version 4.0 A record moves to the bottom…
Describes an issue that occurs when you expand the preview section of a record in a grid in Microsoft Dynamics CRM 4.0. Provides a hotfix.

Microsoft Dynamics CRM Version 4.0 Error message when you start…
Describes a problem that occurs when you start the report wizard or when you perform the Bulk Import activity in Microsoft Dynamics CRM 4.0. A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 Error message when you change…
Describes a problem in which you receive an error message when you change the Parent Account field in an opportunity form in Microsoft Dynamics CRM 4.0. A hotfix is provided

Microsoft Dynamics CRM Version 4.0 The marketing list still contains…
Describes a problem that occurs when you click Update Marketing List in the Manage Members page in Microsoft Dynamics CRM 4.0. Includes a resolution.

Microsoft Dynamics CRM Version 4.0 Microsoft Outlook stops…
Describes a problem that occurs when you open, close, reply to, or forward e-mail messages in the Microsoft Dynamics CRM 4.0 client for Outlook. A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 The dynamic value fields contain…
Describes a problem that occurs when you use an e-mail template to send a direct e-mail message in Microsoft Dynamics CRM 4.0. A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 Error message when the Setup…
Describes a problem that occurs when the Setup program for Microsoft Dynamics CRM 4.0 performs a check in the Environmental Diagnostic Wizard (EDW). A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 Error message when you try…
Describes a problem that occurs when you try to install Microsoft Dynamics CRM Data Connector for a Microsoft Dynamics CRM 4.0 server. A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 One or more customizations…
Describes a problem that occurs when the report contains an attribute that is included in a many-to-many relationship. A hotfix that resolves this problem is available.

Microsoft Dynamics CRM Version 4.0 Error message when you upgrade…
Describes a problem that occurs when you upgrade workflow rules from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0. You can resolve this problem by installing a setup update.