One of my local customers recently moved from Small Business Server 2003 to Small Business Server 2008. Among other things, this required a move from SQL Server 2005 to SQL Server 2008 as well. The movement of the databases went pretty much without issue, but we ran into some strange behavior with some of the […]
Continue readingIf you have ever assigned a task to someone and wondered when or if they completed it, this workflow process may help. This workflow is based the Task activity, but you can perform the same process on other activities as well. The workflow will execute when the record’s status changes. Here is a quick picture […]
Continue readingWe ran into an issue last week where a user was creating an Order directly, instead of from the Opportunity, where they should have been creating it. We traced the problem to the fact that the somehow, the user’s CRM profile had been changed and they were seeing navigation items normally hidden from them. Reporting […]
Continue readingIf you’ve ever wondered how to find the values for the statecode and statuscode, you can use the following SQL script to find those values: select AttributeName, AttributeValue, Value from dbo.StringMap where (dbo.StringMap.AttributeName = ‘statuscode’ or dbo.StringMap.AttributeName = ‘statecode’) and dbo.StringMap.ObjectTypeCode = 1 Will display the following values for the Account Entity ( ObjectTypeCode = […]
Continue readingThis will probably be old news to most of you, but for those who are just starting with CRM, you should have a methodology in place to test your customizations as a normal user. The Basics You should have at least one test user for each role in which normal users exist. Normal being not-CRM […]
Continue readingToday I thought I’d share what I think are some best practices when working with CRM’’s customization files. Procedure When exporting customizations for either edit (ISV.Config or Site Map ) or transport, I always save them to disk so I have a reference copy of the customizations. Location Pick a specific folder on your […]
Continue readingThe final installment in this series contains miscellaneous SQL functions. You may wish to review the following articles before proceeding: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) CRM 4.0’s Built-in SQL Functions (Part 2 of 5) CRM 4.0’s Built-in SQL Functions (Part 3 of 5) CRM 4.0’s Built-in SQL Functions (Part 4 of […]
Continue readingIn this section, we’ll cover year-related functions. You may wish to review the following articles before proceeding: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) CRM 4.0’s Built-in SQL Functions (Part 2 of 5) CRM 4.0’s Built-in SQL Functions (Part 3 of 5) dbo.fn_BeginOfLastYear Returns the beginning date and time for last year. […]
Continue readingToday we are continuing on with part three of our series on using CRM 4.0’s built-in SQL functions. You may wish to review the following articles: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) CRM 4.0’s Built-in SQL Functions (Part 2 of 5) Note: The date used in the following example is 2009-08-16. […]
Continue readingAs we continue onto the second article in our set, you may wish to review the previous article: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) Note: The date used in the following example is 2009-08-16. dbo.fn_BeginOfLastWeek Returns the beginning date and time for last week. This function requires a valid datetime […]
Continue readingAs I mentioned in a previous article, CRM 4.0 includes a group of user-defined functions that are commonly used within SQL Reporting Services reports to query CRM data. I first noticed these functions when modifying a report created using the CRM Report Wizard. That got me to thinking that I needed to explore these functions […]
Continue readingI ran into an issue recently where I need to remove certain fields from a CRM data entry form. The problem is the field is “locked.” That means it can’t be removed. Here is one solution to removing unwanted and locked fields from a data entry form: Step 1: Prepare the environment Add a new […]
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