The bugg in IE described bellow will according to PC-World be corrected in an upcomming update of IE. Please see the article.
I would also lite to recommed the following Blog, where I noticed this.
Sonoma Partner Blog
Gustaf Westerlund
CRM and SharePoint Consultant
Humandata AB
www.humandata.se
As many of you might know there is an integration product by the company Tectura to use for integration between MS CRM and Navision. I have been working with this and would like to share a few thoughts on this.
In general it works well when you get it installed properly, something you have to allocate quite a lot of time to. At least a couple of weeks.
It is, out-of-the-box, a technical integration of the products, i.e. it transfers information but implements very little business logic, something you have to add later. For instance if you block a product in Navision, this information is propagated to CRM to a field but it does not stop users from placing orders with the product.
The integration does not concern all entities. The integration mainly concerns account, orders, quotes. Products, Invoices and Units of Measure (and schedules) are sent from Nav to CRM but not back. Note that the integration does not treat contacts, pricelists, oppurtunities. Many salespeople also like to get information on the payment status of invoices. This is not included by default.
Summary being that Tectura is a good foundation for integration between CRM and Nav but be sure to note its limitations and make sure you have skilled CRM and Nav programmers to make the integration as tight as the customer most likely would like it to be.
I will probably blog some more on this subject later.
Gustaf Westerlund
CRM and SharePoint Consultant
Humandata AB
www.humandata.se
There is a great tool from MS called the Developer Toolbar. It is great for finding parts of the GUI in CRM that you want to hide or change in some other way. To the download page
For instance, I wanted to block the use of write-in products. There is no security setting to use for this, so what you can do is write protect or hide the write-in product switch in the order view (and in quote and opportunity).
However, there is also a menu item for write-in products and it can’t be disabled (as far as I know). So, by first, disabling appmode in web.config (should always be used when developing/customizing) and then accessing the orderform with the direct url: /SFA/salesorder/edit.aspx”>http://
Then in the onLoad event of Order, you just add the following:
navWriteInProducts.style.display = “none”;
which simply removes the item from the menu when loading an order.
This is a simple way to modify items in CRM as long as they have an ID. It is quite common that customers want things to be hidden and defaulted, and this can’t be done for some parts of CRM using normal customization. This method doesn’t require any coding and will work.
Gustaf
There is a known error in the latest update of IE and MS CRM. IE crashes when running CRM, I havn’t been able to hone in to exactly when it crashes but it usually happens when you are using the drop-down-menus.
I will update this blog when I hear something new.
Gustaf
Well, I have set up my blog and will soon start blogging about CRM and SharePoint.
In the meantime, please visit my company’s website at www.humandata.se, we have lot’s of very talanted guys working for us. I would also like to recommend the guys at TruSec, www.trusec.se.
I also hang out a lot at IT-Proffs, www.itproffs.se, which is a Swedish Forum. Maybe it wont be very usable for any non-english speaking people but for swedes it’s great!
See you around!
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