Microsoft CRM Sandbox downloads
If you havn’t already checked it out, check out the dowload zone at Microsoft CRM Sandbox. Click the heading of this posting!
Gustaf Westerlund
CRM and SharePoint Consultant
Humandata AB
www.humandata.se
Installation problems with Office sp2 and windows update
A CRM-thread on the swedish forum IT-Proffs currently discusses some installation issues concerning Office 2003 SP2, where the administrator has problems installing the CRM client when SP2 is installed. Installation is not my main vertical but I found this related thread on Google Groups concerning installation problems and Office which might help some of you who have encountered problems with your CRM-Client after using microsoft update.
Gustaf Westerlund
CRM and SharePoint Consultant
Humandata AB
www.humandata.se
Cloning objects in CRM
Ever wanted to clone an object in CRM? There is no easy way to do this with “out-of-the-box” functionality. However, on the following link you can download some code that can do this for you! http://www.c360.com/Clone.aspx
I just found it and havn’t had time to test it.
Gustaf Westerlund
CRM and SharePoint Consultant
Humandata AB
www.humandata.se
Adding buttons to the toolbar
I just read a good posting on a blog concerning how to add buttons to the toolbar. The most obvious way is to use the isv.config.xml but this page also explains how to add buttons to the toolbar using javascript. This technique can be expanded to do even more interesting things with the GUI, if needed. Enjoy:
http://www.tconv.com/blogs/crm3tips/2006/03/modifying-standard-toolbars-in.html
Gustaf Westerlund
CRM and SharePoint Consultant
Humandata AB
www.humandata.se
Changing of CNAME, not without problems for Outlook client
A customer of mine wanted to minimize the installation of clients and wanted to install the clients using a CNAME and then be able to point this to either the test/education environment or the production environment. We tried it out and it seemed to work (we used the lightweight client of course). However, after a while I found one feature in Outlook that stopped working, the function to invite attendees to a meeting.
If you created a normal appointment in outlook without attendees, and linked it to CRM. All was well, but if you tried to link an appointment with attendees, you got an error message, and the appointment wasn’t saved to CRM.
There was a work-around, by first creating the appointment without attendees, saving it, repopening it and adding attendees. You would get the same error message, but since the appointment was created in CRM the first time you saved the appointment, and Outlook sent the invitation the second time. Most of the functionality worked with some extra clicking.
When the client was reinstalled using the same CNAME, this worked, just like it should.
This is a bit strange, I actually hadn’t expected it to work at all, but that it worked in general and that just this function did not, was a bit strange.
Please note that even the desktop clients are registered in the CRM SQL Database, which is an indication against trying this techique. Perhaps it would work if it was the same server and the same database, but with a new IP.
Generally I would advise against trying this, and I have heard of people trying to modify the registry to achieve the same functionality (to be able to skip reinstalling clients) but none have succeded as far as I know. If you have, please let me know. I will of course give you credit!
Gustaf Westerlund
CRM and SharePoint Consultant
Humandata AB
www.humandata.se
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