The CRM 4 Email Router is super flexible. In this blog, we'll try to explain the commonly used deployment scenarios. The crm router for crm 4 has many deployment options. The vast number of deployment options are often confusing. Furthermore, each component exchangeemail servers, crm server, and email router can be either on premises or […]
Today, at the Microsoft Worldwide Partner Coference in Washington D.C, Microsoft officially unveiled and announced the next and greatest version of their popular Dynamics CRM software. Code-named 'CRM5', Microsoft Dynamics CRM 2011 is poised to deliver the 'Power of Productivity' through familiar, intelligent and connected experiences for people inside and outside an organization. Here are […]
Well Forrester just came out with their latest wave study – Looks great for Microsoft Dynamics CRM! I'm always curious to the complete thought process that goes into this studies, but I've come to some of my own conclusions that's I'd like to share. CRM has evolved from something that lives in the sales organization […]
We recently began logging in a central database the ip address and correlated location of the ip address for all successful and failed logins. Using report builder 3.0 we then quickly created a parameterized report where we can easily search by user login, success/failed logins, and last x number of days. We can easily set […]
Business Issue: You want to have quick visibility into the last activity date or interaction, type and subject for a lead, account, contact and/or opportunity in Microsoft Dynamics CRM. The modified on date isn't the appropriate indicator of last interaction as it represents the last time the record was updated. The last activity close date […]
We recently came across an interesting issue in one of our environments. The client was reporting the following: -When attempting to create an appointment with the REGARDING set as a contact the user owns, an error message displays stating 'General Scheduling Engine Failure.' Enabling DevErrors in the web.config did not produce a more verbose error […]
Hey there – just a quick follow up post from an earlier one. We get people asking us all the time how they can track who is using the system and what they are doing when they do use it. We scratched our heads as it is not as easy as it would sound! We […]
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 […]
After upgrading SQL Server from 2005 to 2008 we were unable to publishing reports to CRM. The app log showed this error: Error: An attempt has been made to use a data extension 'MSCRM' that is either not registered for this report server or is not supported in this edition of Reporting Services Testing further […]
Recently we began experiencing the Advanced Find window freezing when attempting to add a picklist to an Advanced Find query. After much digging into this we found this is related to Windows 7 with Internet Explorer 8. To resolve this issue we edited the AdvFind.aspx and added the following code the AdvFind.aspx in the CRM […]
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 […]
User adoption is a key ingredient in any successful dynamics crm 4 implementation. If your users are not using the system, your implementation will not be successful and ROI will suffer. PowerLog Usage Tracking and Analyses allows you answer many of the key questions such as: Are users using the crm system and who's using? […]
xRM Showcase Challenge is a contest for solutions built with Microsoft Dynamics CRM. This is a great for us to show our creativity and expertise with Microsoft Dynamics CRM and share this with the CRM community. The xRM Showcase Challenge is open for voting and we have submitted three solutions created by PowerObjects. PowerHR […]
Dynamics CRM 4 is a great tool and for the most part many out of the configurations are good. However, one of those out of the box configuration that should be changed in almost all implementations is the parental relationship between accounts, contacts, and leads and activities. For example, when you change owner of an […]
One of the questions that seems to always come up when speaking to Customers about Activities in Dynamics CRM is "How can I close Activities without having to open each one?" The answer is in two parts: In a perfect world, CRM users will complete Activities as they are finished. Prior to completing the Activity, […]
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 […]