Troubleshooting Microsoft CRM 2011 Online Outlook Client Installation

Troubleshooting Microsoft CRM 2011 Online Outlook Client InstallationHere are some Microsoft Dynamics CRM 2011 Online Outlook Client installation errors that I had encountered so far and how to resolve them. Note: Always check that the latest version of the CRM 2011 Outlook Client is installed.  Also ensure that the CRM Outlook Client is installed properly. Receive the following messages during installation: “A required resource was unavailable” “Encountered an improper argument” “The command line argument is not valid.  Verify the switch you are using” Resolution: Re-start Windows and then Un-install/Re-install the CRM Outlook Client Receive the following messages during configuration: “There is a problem communicating...

Read more »

Posted in: CRM 2011 Online Client Troubleshooting

Microsoft Dynamics CRM Sales Process (CRM Online 4.0) needs to be converted for CRM 2011

Microsoft Dynamics CRM Sales Process             A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater. In Microsoft CRM v 3.0 the sales process functionality was displayed graphically on the Opportunity form (as shown below) with the ability to skip stages in the Actions menu. As CRM activities are completed or canceled (configurable) the sales process would continue and update the opportunity sales stage and probability accordingly (configurable). The "Sales Pipeline" report (as shown below) graphically displays all opportunities...

Read more »

Posted in: Sales Processes

Dynamics CRM 2011 White Paper: Microsoft Dynamics CRM 2011 Configuring Claims-based Authentication

White Paper: Microsoft Dynamics CRM 2011 Configuring Claims-based Authentication In Microsoft Dynamics CRM 4.0, external users, who weren’t using VPN, could access the Internet via forms authentication. Microsoft Dynamics CRM Server 2011 replaces forms authentication with claims-based authentication. This is an identity access solution designed to provide simplified user access and single sign-on access to Microsoft Dynamics CRM data. The Microsoft Dynamics CRM 2011 Configuring Claims-based Authentication white paper covers this solution, plus you’ll learn about: Installing and configuring AD FS 2.0. Installing and configuring Microsoft Dynamics CRM Server 2011 claims-based authentication for internal access, external access (IFD) Federation...

Read more »

Posted in: CRM 2011 und IFD - ADFS 2.0

Updating custom entities icons For all our projects, we are always customizing Microsoft Dynamics CRM 4.0. To achieve that, we create many custom entities and one of the worst aspect of that heavy customization is to have a lot of custom entities with the same icon. So, it is difficult to identify them just with their icon (like the screenshot below).In order to customize further the application, it is a good thing to add different icon to each custom entity.The standard approachThis approach consists of using the standard feature of Microsoft Dynamics CRM 4.0 to update custom entites icons. In the customization view, just click on the menu “More actions” and click on “Update icons…”. You then need to provide a file for each required...

Read more »

Posted in: Customization

Microsoft Dynamics CRM 2011 - Objektmodell - JavaScript - Codeschnipsel - Java Sciptcode für Dynamics CRM 2011

Mit CRM 2011 hat sich das Objektmodell für JavaScript geändert. Hier findet ihr ein paar hilfreiche Codeschnipsel für CRM 2011. Den Wert eines Feldes auslesen Xrm.Page.getAttribute(“Feldname”).getValue() ; Den Wert eines Feldes setzen Xrm.Page.getAttribute(“Feldname”).setValue(‘NeuerWert’); Den Wert eines Lookup-Feldes auslesenvar lookup = new Array(); lookup = Xrm.Page.getAttribute(„Feldname“).getValue(); lookup[0].id; lookup[0].name; lookup[0].entityType Den Wert eines Lookup-Feldes setzenvar lookup = new Array(); lookup[0] = new Object(); lookup[0].id = ‘GUID des Datensatzes’; lookup[0].name = ‘Name des Datensatzes’ lookup[0].entityType = typeValue; Xrm.Page.getAttribute(„Feldnam“).setValue(lookup); Ein Feld anzeigen/versteckenXrm.Page.ui.tabs.get(„Feldname“).setVisible(false); Xrm.Page.ui.tabs.get(„Feldname“).setVisible(true); Eine...

Read more »

Posted in: JavaScript und CRM 2011