Sporadically we keep receiving reports of folks with the outlook crm client where they cannot open any new windows such as accounts, contacts,etc. They receive an error "there was an error while executing action for this menu item button". This seems to only happen with windows vista + Internet Explorer 8 + some hot fix […]
Whether you're planning to implement Microsoft Dynamics CRM or bring new users up to speed, you're looking for the best place to get trained and get started. Here is a list of recommended training resources and other sources to bring your organization up to speed as quickly as possible. Partner Training Especially for those who […]
Greetings CRM'ers We came across an interesting issue with the client side install of the recently released Update Rollup 8 today. After starting AutoUpdate from my Outlook Client I saw that I had 1 update available for install: Update Rollup 8. I installed the update and then was prompted by AutoUpdate that I would need […]
We are pleased to announce that Microsoft has released UR 8 for Dynamics CRM 4 has been released. Download it from here: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=c53b2916-6b93-4092-bdd3-a394c96ca000 We'll begin testing this weekend and will report our findings here in this blog. Some of the included fixed in UR 8 include: 974529 (http://support.microsoft.com/kb/974529/ ) Some child records and related records […]
In this blog I'll be talking about synchronizing contacts with the outlook crm client. We all know that one of the biggest selling points of Dynamics CRM 4 is its robust integration with Outlook. However, an often underutilized set of features is the ability to highly tune the contact synchronization on a per user basis. […]
We have begun to hear report from our client of a potential new small glitch. For some reason the outlook crm environment check sometimes keeps insisting that there is a pending reboot, even though the user has rebooted many times and nothing has been installed since then. The simples fix for this is to create […]
I had a perplexing situation this morning that I am sure some others have come across before. I was trying to get the ID of an element in my CRM system I am developing. IE8, with the built-in Developer Tools has made this a MUCH easier process than it had been in the past. No more […]
Once upon a time, in a galaxy far, far away, I wrote a blog describing the process one would go through if they wished to configure hotfix auto updates for Outlook clients on their CRM server. The process was painful: we had to extract the contents of the hotfix file and do some hunting to […]
We had an interesting scenario the other day. A CRM 4.0 system that has been running fine for many months all of the sudden began to run slow on a specific workstation. The workstation had all the latest and greatest patches, tons of memory, IE 8, and windows 7.0. This was not a system wide […]
Dynamics CRM 4 has great capabilities in helping to keep a crm system relatively duplicate free by using duplicate detection rules. However, care must be taken when creating these duplicate detection rules. Each time a duplicate detection rule runs and a match is found, the matches are written to the 'DuplicateRecordBase' table. If the rules […]
One of the frequently asked questions we get asked related to email templates is how to include images or graphics or attachments in crm 4 email templates. Well, the short answer is that you can't include attachments in email templates, BUT, you can still create very nice and professional looking templates by using image links. […]
At PowerObjects we have been busy with a little xRM application to measure our customer satisfaction (CSAT) inside of Dynamics CRM. When we started looking at the issue we first had to decide the timing of our survey and how long they should be — I don't know about you but I'm not a huge […]
I recently encountered some difficulty firing a JavaScript event off when a bit field was marked as True. The following code worked fine when the bit field was a radio button on the form, but the event would not fire until I tabbed out of the field when I had the bit field formatted as […]
Do You Want To View Only the Webpage Content That Was Delivered Securely? Depending on how your browser in configured, you may see the message above when you attempt to access a custom page in your CRM system. This is caused by a change in the security level of the pages in the system. If […]
Recently I had a client inquire as to how one would insert a hyperlink into a CRM email template. While the Email Template creation area contains many useful tools, one it is lacking (via the GUI) is the ability to turn a web address into a hyperlink. If we type a web address into the […]
Internet Explorer Settings in order to have correct Authentication to SharePoint links embedded with-in CRM First check the protected mode is not enabled in both Internet and Local Intranet zones in the security tab. This can be checked by navigating to Tools->Internet Options in the Internet Explorer. Click on the Security tab as […]