Yesterday, one of my users replaced their Microsoft Dynamics CRM 4.0 Outlook client with the Microsoft Dynamics CRM 2011 Outlook client for a customer demo and when he tried to revert back to the CRM 4.0 Outlook client, was unable to successfully run the Configuration Wizard. Here was the error that he received: Error| Configuration exception.System.Exception: …
Category Archive: Dynamics CRM 4.0
Feb
16
Microsoft Dynamics CRM 2011 has officially been released! So now what?
Today, February 16, 2011, Microsoft officially released Microsoft Dynamics CRM 2011 On-Premise. While some of you may be Online vs On-premise customers. (http://www.microsoft.com/Presspass/press/2011/feb11/02-16OnPremisesPR.mspx) This newest version of the application carries a number of new features and functionality which have been touted and talked about a lot in the last number of months. However, now that …
Jan
18
MAIL MERGE ISSUE…or is it?
Today, I got a call from one of our consultants who happened to be on-site helping a customer. He said that when he went to any account, contact, or lead view in CRM and then tried to do a mail merge it wasn’t displaying all the records in the mail merge that he selected. Stumped? …
Nov
12
“I don’t use Accounts…can you please take away access to them?†Sure! No problem….or is there?
Recently we completed a Microsoft Dynamics CRM project for one of our customers and they see themselves as a B2C sort of company. As part of the Analysis Phase of our project they indicated that they don’t want to see Accounts referenced in the system. So we did what you would expect. We updated the security roles by taking away read access to Accounts in the system. Worked as expected…Accounts…POOF…gone.
Now, fast forward about 2-3 months. The customer reported that when their users go to a Contact and look on the left navigation pane, they cannot see More Addresses!
Nov
11
Microsoft Dynamics CRM 2011 Web Resources: Data (XML) and Style Sheet (XSL)
A simple example of how to use the Data (XML) and Style Sheet (XSL) Web Resources in Microsoft Dynamics CRM 2011.
Jul
19
Time to get Trained!
Did you get the memo?? Summit Group Software has moved! Our new location has many great new benefits — perhaps the best one… Our new training room! We are putting it straight to good use and running a Microsoft Dynamics CRM 4.0 Administration class for customers this week. It’s a full house in there and …
Nov
09
Time and Expense Entry (xRM)
Summit Group Software implemented a time and expense entry system for our consulting practice using xRMÂ (Microsoft Dynamics CRM) as the platform. It started out as a simple use of some additional entities for projects, time entries, expense entries in order to track our billable time and expense entries for clients. These entities have relationships to …
Nov
09
Google Closure Compiler and Microsoft Dynamics CRM
Google has just released their JavaScript development toolbox which itself is not supported for use with Microsoft Dynamics CRM, however it does include a component called the Closure Inspector which will optimize, compress, and debug JavaScript code. The compression removes all of the unnecessary white space, so gone are the days of painfully trying to …
Nov
03
Spell Check Microsoft Dynamics CRM Text Boxes
I was approached by a customer today with a request for e-mails written from CRM to include spell-checking capability. Knowing that CRM doesn’t natively spell-check, I did a little searching for a generic Internet Explorer add-on that could spell-check any text box in IE. One of the first that came up was called ie7pro, at …
Sep
14
Importing Excel Data into Microsoft Dynamics CRM 4.0 and Converter Tool
Many times when setting up a Microsoft Dynamics CRM 4.0 implementation it is necessary to import existing data into the new CRM system. Commonly, this data comes from Excel Spreadsheets, or the system it came from has a way to export it into Excel. Microsoft provides two tools for importing data into CRM natively.  One, the …