Sunday, June 28, 2009

Error while Creating a New Entity in CRM v4.0

Suppose you are creating a new Entity Projects. You enter the relevant details on the General tab while creating new entity.


On the Primary Attribute tab you mention the following details.


Now you click Save or Save and Close but you don't expect this.


Since the error is very generic, it might put you in a fix.
Fiddler clarifies with this message

Column names in each table must be unique. Column name 'new_projectid' in table 'new_projectExtensionBase' is specified more than once.

What it means is, you cannot have the Primary Attribute's Schema Name field as new_ProjectID as this name would be given to the Primary Key that CRM creates in the background which is used as the GUID. You must either change the schema name of the primary attribute or the schema name of the entity in the Entity Definition section on the General tab.

If above is not the case, it might be related to System Customizer Security Role

Tuesday, June 23, 2009

CRM Client for Outlook Error - The path is not of a leagal form

While installing CRM v4.0 client for Office Outlook you might encounter an error
THE PATH IS NOT OF A LEGAL FORM.

It may also appear while installing the Data Migration Manager for CRM v4.0. Here is the solution.

Wednesday, June 10, 2009

Filtering Lookups in CRM 4

Lets get straight to the solution. Suppose you want to filter the Primary Contact lookup on the Account entity to show only contacts that belong to the data in the Parent Account field.


Below is a simple JavaScript code to achieve that.

  • On the forms OnLoad event write the following code.
/* Form.onLoad() */
FilterLookup = function(source, target)
{
if (IsNull(source) || IsNull(target)) { return; }
var name = IsNull(source.DataValue) ? '' : source.DataValue[0].name;
target.additionalparams = 'search=' + name;
}

  • On the OnChange event of the Parent Account lookup mention the below code.
/* onChange() */
FilterLookup(crmForm.all.parentaccountid, crmForm.all.primarycontactid);

Note : Before you can see the code working, check the Parent Customer checkbox in the Contact Lookup View. Steps ->
  • Settings > Customization > Customize Entites > Contact > Forms & Views > Contacts Lookup View
  • Click on Add Find Columns on the right
  • Tick Parent Customer
  • Click OK and Publish

After performing the above mentioned, I select "A Bike Store" as the Parent Account and click on the Primary Contact Lookup.

The Contact lookup opens(as shown in the figure below) and you can see "A Bike Store" in the search box & CRM is only returned those Contact records whose Parent Customer is "A Bike Store."

License Error

One of the errors that I din't have trouble solving. The error message is quite clear.

Assign a security role to the user.
Did you login now?

Sunday, June 7, 2009

How To ? - 2

How to display more than 50 records per page?
  • Open Microsoft Dynamics CRM 4.0.
  • Click Tools from the Top Menubar and select Options.
  • On the General tab change "Set the number of records shown per page in any list of records."
  • Click OK to apply the changes.
This personal setting applies per user.

How to add Sales, Marketing, Service & Scheduling areas in my workplace?
  • Open Microsoft Dynamics CRM 4.0.
  • Click Tools from the Top Menubar and select Options.
  • On the Workplace tab select the areas you want to display.
  • Click OK to apply the changes.
This personal setting applies per user.
You can only see areas that you are intended to see based on your security roles.

How do I know the privileges I have over a record in Microsoft Dynamics CRM 4?
  • Suppose you are on an Account form.
  • Click on the Office button on the top left corner.
  • Select Properties.

Event Journaling Error on Dynamics CRM 4

In Microsoft Dynamics CRM 4, when you try to open a calendar view from the Workplace, you receive this error:

Event Journaling
Invalid Recipient Type

Event Journaling

There is a KB article I found in this regard on Microsoft site. Below is a snapshot of the article. You could get more details from http://support.microsoft.com/kb/952673

Event Journaling

Friday, June 5, 2009

How To ? - 1

How to sort a list by multiple columns?
  • Consider you are on the Accounts list and you want to sort the list based on Address 1: City first and then Account Name.
  • Click on Address 1: City header column.
  • Now hold the Shift key on the keyboard and then click on the Account Name header column.
How to change the default Calendar view for a CRM user?
  • On the Microsoft Dynamics CRM 4.0 main page click Tools.
  • Select Options from the drop-down menu.
  • On the Activities tab change the Default Calendar view to your preferences.
  • Click OK.

Wednesday, June 3, 2009

Speed up the Load Time of CRM Forms

Let get straight to it. How to speed up the loading time of CRM forms?
  • Add your CRM site to the list of trusted sites
  • Disable Form Assistant
When you have scores of data in the CRM database, the Form Assistant loads the data during the form loads. Shutting this functionality off could greatly boost the loading time of the form.
  • Disable Antivirus scan for CRM site
One of the major factors that affect CRM's performance is the Antivirus scan. Disabling this, the difference in load time of the form becomes quite noticible.
  • Use a higher version on IE. (IE7 or higher)
Following the above mentions will drasctically improve CRM form load time. i.e. From 15-20 secs to 2-4 secs. Don't shy to share your points in this regard. Comments are welcome.