http://www.microsoft.com/downloads/details.aspx?FamilyID=a80147f8-130e-492d-93d3-e16e6b2e2fa1&displaylang=en
Issues that were not previously documented in a Knowledge Base article
Update Rollup 12 for Microsoft Dynamics CRM 4.0 resolves the following issues that were not previously documented in a Knowledge Base article:
- The Rule Deployment Wizard now supports Microsoft Exchange 2010.
- When you try to use Set Regarding feature in an email message to set a campaign to link to the email message, you receive the following error message: “An error has occurred”.
- Assume that you create an appointment in Microsoft Dynamics CRM. When you update the appointment in the Microsoft Dynamics CRM client for Outlook, a duplicate appointment is created unexpectedly in the Outlook calendar of the recipients of your appointment.
- When you edit entity attributes in Microsoft Dynamics CRM on a computer that is running Windows 7 or Windows Server 2008 together with Windows Internet Explorer 8, the CPU usage is high.
- When you change column properties in the report Wizard in Microsoft Dynamics CRM, you receive a “script exception” error message in the Report Wizard. This problem occurs after you install Update Rollup 8 that contains the fix 10413 for Microsoft Dynamics CRM 4.0.
- Email messages are not removed from the queue after the status of the email messages are programmatically set to Completed.
- When you import customizations, you receive an error message that indicates that a SQL exception has occurred. The error message resembles the following: “Exception: System.Data.SqlClient.SqlException: ‘FilteredCampaignResponse’ has fewer columns than were specified in the column list.”
- After you add the SDKSerializeSendEmailAPI registry entry from the Microsoft knowledge base (KB) article 981053, email messages that are distributed through campaigns cannot be sent. For more information about hotfix 981053, click the following article number to view the article in the Microsoft Knowledge Base:
- 981053 A workflow rule that contains a step to send an e-mail message causes a deadlock when many instances of the workflow are executed at the same time in Microsoft Dynamics CRM 4.0
- When you switch between subareas that were added by customizing a sitemap, Internet Explorer 8 or Internet Explorer 7 crashes.
- When you set the primary key of an entity by using a PreCreate plugin, the Duplicate Detection window returns a “Duplicate Found” error message if a duplicate record exists. The error message resembles the following:
Error: Exception of type 'System.Web.HttpUnhandledException' was thrown.
Error Message: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.
Error Details: Exception of type 'System.Web.HttpUnhandledException' was thrown.
- After appointments are tracked in Microsoft Dynamics CRM, the appointments dissapear from the Outlook calendar of the user in the Microsoft Dynamics CRM client for Outlook.
- By default, the Record a closed campaign response check box is selected in Microsoft Dynamics CRM 4.0. After you apply update rollup 12,this check box will not be selected by default.
- The Quick Find feature is slow to perform searches because the query runs two times.
- When you view related data in Microsoft CRM Mobile, the data is not displayed if the data contains more than 30 characters.
- The Neglected Accounts report shows accounts that have recent activity.
- Duplicate records are not displayed when you edit records if the duplicate rule contains a lookup condition.
- Microsoft Dynamics CRM is now updated to be compatible with the update that is described in the following Microsoft Knowledge Base (KB) article: 981793 May 2010 cumulative time zone update for Windows operating systems
- Assume that you customize the length of the address fields on a lead entity to a value that is greater than the default length. When you save the record, you receive an error message that resembles the following:
Error: Exception has been thrown by the target of an invocation.
Error Message: Exception has been thrown by the target of an invocation.
Source File: Not available
Line Number: Not available
Request URL: URL
Stack Trace Info: [SqlException: String or binary data would be truncated.The statement has been terminated.
- After you send email messages to a queue in Microsoft Dynamics CRM by using the POP3 protocol together with a text format, the “Unicode (UTF-8)” encoding option, and the MIME format that uses the “None” encoding text, the email activity content is not readable in the queue in Microsoft Dynamics CRM.
- When you run a report that is created by using the Report Wizard, you receive the following error message: “Query execution failed for data set DSMain.”
- When you install the Microsoft Dynamics CRM client for Outlook together with Microsoft Office 2010 on a computer, and then you apply Update Rollup 11, you notice that the ISV buttons and menus do not appear on the Office Ribbon.
- Outlook crashes after the CRM synchronization fails when you use the Czech version of the Microsoft Dynamics CRM client for Outlook.
August 18 2010 | 4.0 and CRM News and NewsLetter and Rollup and crm and crm musings and rollup crm dynamics outlook registry | No Comments »
I’ve helped several clients in the past get beyond some pesky word merge issues that crop up on occasion. The most common problem we come across relating to word merge is the user forgetting to include the transactioncurrencyid field. If you aren’t familiar with what I am referring to, just remember that if you are merging money fields into a Word merge document, always include the transactioncurrencyid field (Currency).
Well today I have to expand that info to include dynamic pivot tables as well. If you include money fields in your dynamic pivot table from just the primary entity you are referencing, there won’t be any issues. However, if you include money fields from related entities within your dynamic pivot table, the pivot table will not load once it is exported into Excel. To get around this, you will need to include the transactioncurrencyid fields from the related entities as well as the transactioncurrencyid from the primary entity.
August 05 2010 | 4.0 and crm and crm musings | No Comments »
Microsoft CRM received some great press in the last couple of months about their raking against other CRM software (the sales folks are pretty excited)… 
Forrester research has proclaimed Microsoft Dynamics CRM “tops” for both Customer Service as well as Sales Force Automation (SFA). Here is a link to the Microsoft CRM Team Blog with the specifics.
August 05 2010 | 4.0 and crm and crm musings | No Comments »
Microsoft Dynamics CRM 2011 – Pronounced “twenty-eleven”…
Fresh from the recent Microsoft Worldwide Partner Conference, here’s Bryan Nielson’s presentation on what’s new in the next release of Dynamics CRM, interspersed with demos by Andrew Bybee.
The first demo is about some of the new features for users and starts at the 8 minute mark. The second demo focuses on new features for customizers and developers, and starts at 29 minutes.
Applications:
Lots of new goodness in the Outlook client:
- More “context”, For example, the Outlook preview pane will be “CRM-aware”, presenting things like related records for a tracked e-mail or appointment, without having to open the tracked record’s form.
- Convert a tracked e-mail to an Opportunity, Case or Lead…from the Outlook ribbon, without having to open the form. This will be a nice time-saver.
- When replying to an e-mail in Outlook, you can access a Dynamics CRM e-mail template directly from the Outlook ribbon, and you can do an in-place search of the CRM knowledge base and insert an article.
And…you can even attach CRM sales literature to an e-mail directly from Outlook! Seeing as how you can’t even attach sales literature to an e-mail at all in 4.0, this is going to be a nice feature and for lots of organizations may justify using sales literature.
Dashboards and Views:
Lots of improvements to KPIs and Dashboards. Perhaps most importantly, it looks like we’ll be able to centrally deploy dashboards to users. (Currently, the CRM Online implementation requires every user to create their own). In the demo at the 15:18 mark, you can see several dashboards available as “system dashboards”, which indicates we will be able to create them the same we can now a system view, as a schema customization.
It looks like improvements to views will fix a lot of their current shortcomings. Check out the video at about the 21-minute mark to see improved sorting and grouping of data within views. Andrew doesn’t actually show creating group subtotals, but if that doesn’t make it into the product I’ll scratch my eyes out.
Field-level security. Yay! ( at 44 minutes)
The video requires Silverlight here’s the link:
http://digitalwpc.com/Videos/AllVideos/Permalink/f9625bd7-7009-4bed-ab7a-c3fbb548d6ac
August 04 2010 | 4.0 and CRM 2011 and CRM Beta and crm and crm musings | No Comments »
This is a bit out of the range of our general CRM topics, but still important…
Yesterday, Microsoft released an out-of-band security update to address the .LNK vulnerability described in Microsoft Security Advisory 2286198. Microsoft Security Bulletin MS10-046 addresses one vulnerability in Windows, has a maximum severity rating of Critical, and an Exploitability Index rating of 1. The security vulnerability affects all supported editions of Windows including Windows XP, Windows Vista, Windows 7, Windows Server 2008 and Windows Server 2008 R2.
It is recommended that customers deploy the update as soon as possible to help protect their computers from criminal attacks. The security update protects against attempts to exploit the vulnerability by several malware families.
IT professionals may also want to view the out-of-band bulletin release overview webcast with Christopher Budd, senior security response communications manager, Microsoft, for a quick synopsis of the highest risk and impact scenarios. More information on the webcast can be found on the Microsoft Security Response Center (MSRC) blog.
August 03 2010 | Windows and crm musings | No Comments »
Last month Microsoft released 3 new CRM “Accelerators”. These new accelerators allow Dynamics CRM to be deployed quicker and more fully into organizations. They are great tools designed for rapidly deploying specific functionality. If you need this functionality (PRM, Customer Portal or Customer Care)… it is time to move!
Partner Relationship Management (PRM) Accelerator – The Partner Relationship Management (PRM) Accelerator allows businesses to use Microsoft Dynamics CRM to distribute sales leads and centrally manage sales opportunities across channel partners. Download this release from here, as per the new Customer Portal. Again, this accelerator takes advantage of the new Microsoft Dynamics CRM SDK capabilities and tools – download the new SDK from here.
Customer Portal Accelerator – Build out new and powerful portals for you and your customers! This new release consolidates the functionality of Portal Integration, eService and Event Management into one consolidated portal. Download this release from here. This accelerator takes advantage of the new Microsoft Dynamics CRM SDK capabilities and tools.
Customer Care Accelerator has been released! Build out new and powerful composite desktop applications for contact centers or any other business requirement where you need to “mash up” multiple applications from different platforms into one consistent desktop application! Download this release from here, please review the license terms for CCA when you download the solution.
June 10 2010 | 4.0 and Accelerator and crm musings | No Comments »
Update Rollup 11 for Microsoft Dynamics CRM 4.0 is available
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=f84f2bfb-393d-4b90-bf1b-300a82ec6083
Issues that were not previously documented in a Knowledge Base article
Update Rollup 11 for Microsoft Dynamics CRM 4.0 resolves the following issues that were not previously documented in a Knowledge Base article:
- You cannot change the order of the bit fields on the Account form and on the Contact form.
- You can assign an activity from one queue to another queue even though you do not have the privileges in your security role.
- Windows Internet Explorer crashes or stops responding when you use the Advanced Find view on a computer that is running Windows 7.
- Reminders for Microsoft Dynamics CRM activities appear in the Microsoft Dynamics CRM client for Microsoft Office Outlook even though the task for the activities is set to Complete in the Microsoft Dynamics CRM Web client.
- When the Microsoft Dynamics CRM platform processes a well-formed SOAP message that is sent from Java clients, you receive an error message that resembles the following:
System.InvalidOperationException: There is an error in XML document.
- You cannot close an opportunity if the topic of the opportunity is a null value.
- After you apply Update Rollup 7 for Microsoft Dynamics CRM 4.0, you experience slow performance when you open Microsoft Dynamics CRM 4.0 Web client.
- Assume that you have a phone call activity that uses a contact or an account as a recipient. After you delete the contact or the account, you cannot open the phone call activity.
- When you create a Microsoft SQL Server 2008 Reporting Services (SSRS 2008) report by using the new SSRS 2008 features, you cannot display the report in Microsoft Dynamics CRM 4.0.
- The Microsoft Dynamics CRM buttons are displayed on the Add-ins tab. You expect the buttons to be displayed on the Microsoft Dynamics CRM ribbon or on the Home tab in the Microsoft Dynamics CRM 4.0 client for Microsoft Office Outlook 2010.
- The February 2010 cumulative time zone update for Windows operating systems applies to Microsoft Dynamics CRM 4.0.For more information, click the following article number to view the article in the Microsoft Knowledge Base:
- You experience slow performance when you add many members, such as 10,000 members, into a marketing list. Additionally, you may receive a time-out error message.
June 03 2010 | 4.0 and Rollup and crm musings and rollup crm dynamics outlook registry | No Comments »
Dave Berry over at the CRM Entropy blog posted an awesome bit of code last month and released it for general consumption. What it allows you to do is modify a record directly in a view in any CRM entity. Essentially the view turns into a sort of modifiable excel spreadsheet. It’s a well written customization that greatly enhances any CRM deployment.
For full details you can visit his site here: http://crmentropy.blogspot.com/p/javascript-grid-editor.html
April 16 2010 | crm musings | 1 Comment »
Microsoft has kept their word and are continuing to roll out CRM updates at regular intervals. The latest Rollup doesn’t contain any major feature enhancements but does contain fixes number for a number of minor issues.
You can read the issues fixed in the article located here: http://support.microsoft.com/?kbid=979347
You can download Rollup 10 here: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=5da4d352-1d3f-4426-9c17-b256c30afdb9
April 16 2010 | 4.0 and administratiom and crm and crm musings | No Comments »
As you may have heard, Windows 7 was launched worldwide by Microsoft today. We here at Gateway Solutions have been testing Windows 7 internally for several months and have found that it is not only faster than its predecessor, but has a number of features that makes it the best Microsoft desktop operating system yet.br /br /In our internal testing we did not find any issues running the CRM 4.0 outlook client and Windows 7. That said, Microsoft released Update Rollup 7 for CRM 4.0 today to coincide with the Windows 7 launch. This release introduces major changes to the way the CRM client interacts with Outlook. It also adds official support for Windows 7. Below you will find the download link for Update Rollup 7. Please let us know if you would like assistance in installation or if you had any other questions about Windows 7 or CRM.br /br /Download Link: a href=”http://www.microsoft.com/downloads/details.aspx?FamilyID=a4893988-7804-4e23-ab58-740441cc696edisplayLang=en”Microsoft CRM 4.0 Rollup 7/a
October 23 2009 | 4.0 and crm and crm musings | 1 Comment »
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I am a CRM Consultant / Technologist and Microsoft Certified Professional. I am the CRM Practice manager for 