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Password Security

 

Even though we use passwords every day, we often forget the importance of using a password.  We also see people using simple passwords and sharing those passwords with other people.

The reason passwords are so important is because they are used as a first defense to protect our information from unauthorized access.  All information can be [...]

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Cannot Assign a Record in CRM after applying Update Rollup 8

 

After applying Update Rollup 8 to the CRM server we were unable to assign records. The error we were receiving in the CRM platform trace was the following:

>Crm Exception: Message: , ErrorCode: -2147204784, InnerException: System.Data.SqlClient.SqlException: Could not find stored procedure ‘dbo.p_CascadeCollectAssign’.

When we looked at the Stored Procedures for the organization, the dbo.p_CascadeCollectAssign was missing. Reinstalling [...]

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Send report PDF via workflows

Today I’ll be writing about another small workflow utility our team has developed that I think is really handy. Sending reports via pdf is native sql server functionality, however, it currently requires a sql report services administrator to schedule the report and this is all done outside of crm.

Our team has developed a workflow [...]

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Hide Menu Items

 

To hide menu items in CRM following the steps below.

For our example I will be demonstrating how to hide the “Attach a File” and “Add a Note” items from Actions on the Task entity.

 

First you will need to locate the id of the fields. To do this with the Task entity open press F12 on [...]

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CRM Update Rollup 10 has been released

CRM Update Rollup 10 is available and can be download from the following link:

http://support.microsoft.com/kb/979347

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Dynamics CRM 4.0 Client Update Rollup 8 Issue

After installing the UR8 client the rollup does not appear in the Add/Remove Programs.  This can occur on Vista or Windows 7 even if the user is a local administrator on the workstation.

To resolve this issue you will need to right-click on the UR8 install bits and choose to Run As Administrator.

This also applies to [...]

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Microsoft CRM Dashboards – The Power of Pictures

I know I’ve gone on about this before – but I’m continually amazed at how much a few dashboards in our CRM system expotentionally add value. 

Here is an example – last week the person in charge of support cases (Alex) put together the dashboard you see below.  As you can imagine, we are pretty heavy users [...]

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CRM 4.0 Links in Workflow Emails Part 2

This post is a sequel to a blog entry written late last year by my colleague Aki Rova.  Click here to read more about it.  

As pointed out by my friend Aki on his post, there’s quite of an interest out there from our group of [...]

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.NET Development (PowerObjects Things to Consider)

I have been a consultant for over 18 years. During this time I have worked with many organizations and have designed and built a variety of systems. Let me share some ideas for you to consider as you start your .NET development effort.

One very important thing I learned over the last 18 years is “developers [...]

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CRM 4.0 Links to Entities in Workflow Email

Many times we would like to include an HTML link in an email notification sent to user. Sometimes we could just use ‘Regarding’ field of email, but this only works if user uses Outlook Client and even then, email tagging may take a while and ‘View Regarding’ button is not available when user actually reads [...]

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