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Archive for the ‘MS CRM’ Category

MS CRM Tips & Tricks

April 29, 2009

How about this for a smart way to create CRM contacts from an email in Outlook? Drag and drop the email with contact you wish to create over the Outlook Contacts tab. The new Outlook contact form will appear with the contact details from the email pre-filled.  NB The email body is copied to the […]

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CRM Event Management

November 16, 2008

The latest CRM Accelerator "Event Management" has been released to CodePlex.  It allows you to use CRM to handle three aspects of Events, planning, attendance and review.   I’ve downloaded this but only and got half way into the installation/setup…….

CRM Accelerators

November 10, 2008

Microsoft continue to release the CRM Accelerators to Codeplex.  The Accelerators are a collection of CRM add-on solutions, that are available, free of charge, to anyone who wants them.  So far, they’ve released only the Event Notification, Extended Sales Forecasting and Event Management solutions.  I’ve had a look at these and they appear great – […]

CRM – Invalid Action

November 6, 2008

The CRM Outlook client failed to connect to our CRM server today – this occassionaly happens so I retried and had the same result.   Trying to access via a browser resulted in an Invalid Action error, numerous refreshes ended with the same result.    Looking in the application log on my laptop showed "The Microsoft CRM […]

MSDCRMDMM – Aaaarrrgggghhh!

October 23, 2008

After sorting out the client asynch issue I then ran into this This MSDCRMDMM was working a month or so ago.  What causes s/w to silently explode like this? In this case I’ve no idea so what I’ve done is removed the app and reinstalled it from here.  You must delete the MSCRM_MIGRATION db that […]

MSCRM Asynch Service (client) – Finally I Get It!

October 23, 2008

A while ago I noticed that a service MSCRM Asynch Service (client) had appeared on a CRM server of a client of ours.  I wondered what it was but it didn’t seem to be causing any issues so I ignored it.  I had noticed that this service wasn’t on our own CRM installation, but again […]

Gold Certified Partners

June 23, 2008

Intelligent Decisioning Ltd have just attained MS Gold Certified partner status – great stuff!   Here’s the new logos we can display on our website, stationary etc.         http://www.id-crm.com

CRM Fool

May 30, 2008

I’ve been debugging some MS CRM 4 workflows that I’ve been working.  These workflows were based on the Order entity and are started on creation of an order.  I’d modularised my workflows so that I have a parent workflow and child workflows.  The parent workflow checks a field on the Order entity and branches to the […]

CRM Server Errors

April 25, 2008

When accessing MS CRM via the exposed web services, don’t forget to switch on DevErrors in web.config otherwise you’ll get no joy from the exceptions thrown.      <add key="DevErrors" value="On"/> http://www.id-crm.com

CRM Import

April 25, 2008

At ID CRM we are replacing a cutoms built legacy CRM with MS CRM 4 and one of the tasks we have to do is to import the legacy apps contacts.  So, I setup duplicate detection rules, and set them to run on creation of a record, update of a record and on import.  I […]