Syncronisation issue for crm 4.0

Beetween rollup 7 and 8 of the crm client plugin for outlook. Some CRM user may experience some SQL error when trying to track a contact from outlook to CRM. THis also happen when a user try to force the sync beetween outlook client and the CRM database. The reason for it is that there is a missing SQL table in the SQL database of the organisation. Here is a server sided script that will allow you to resolve this problem.

SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE TABLE [dbo].[SubscriptionManuallyTrackedObject](
[Track] [bit] NOT NULL,
[SubscriptionId] [uniqueidentifier] NOT NULL,
[ObjectId] [uniqueidentifier] NOT NULL,
[ObjectTypeCode] [int] NULL,
[SubscriptionManuallyTrackedObjectId] [uniqueidentifier] NOT NULL,
CONSTRAINT [ndx_PrimaryKey_SubscriptionManuallyTrackedObject] PRIMARY KEY NONCLUSTERED
(
[SubscriptionManuallyTrackedObjectId] ASC
)WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, IGNORE_DUP_KEY = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON, FILLFACTOR = 80) ON [PRIMARY]
) ON [PRIMARY]
GO
ALTER TABLE [dbo].[SubscriptionManuallyTrackedObject] WITH NOCHECK ADD CONSTRAINT [subscription_subscriptionmanuallytrackedobject] FOREIGN KEY([SubscriptionId])
REFERENCES [dbo].[Subscription] ([SubscriptionId])
NOT FOR REPLICATION
GO
ALTER TABLE [dbo].[SubscriptionManuallyTrackedObject] CHECK CONSTRAINT [subscription_subscriptionmanuallytrackedobject]
GO
ALTER TABLE [dbo].[SubscriptionManuallyTrackedObject] ADD CONSTRAINT [DF_SubscriptionManuallyTrackedObject_Track] DEFAULT ((0)) FOR [Track]
GO
ALTER TABLE [dbo].[SubscriptionManuallyTrackedObject] ADD CONSTRAINT [DF_SubscriptionManuallyTrackedObject_SubscriptionManuallyTrackedObjectId] DEFAULT (newid()) FOR [SubscriptionManuallyTrackedObjectId]
GO


Once applied , simply restart your SQL process on the server , for ce a new syncronisation and the error is gone.

Yan Desjardins | CRM specialist.

windows 7 and CRM

If you haven't seen all the media that Microsoft is putting out around Windows 7, I'm telling you about it now. I've been using Windows 7 for a little while now and it is great, head and shoulders better than Vista. If you are on a Vista machine, I completely recommend upgrading to Windows 7 ASAP. If you're on XP, I still recommend upgrading, just make sure you have enough time because it esssentially will be like doing a full reinstall.

Check out Windows 7 here. And if you want to see some of the features, here are some videos from Microsoft's website on them.

One other comment regarding any fear people have about upgrading. Vista has taken the brunt of most of the big changes and now Windows 7 just makes all of the difficult stuff seem easy. All of the driver incompatibilities, Vista went through it, Windows 7 will use the same drivers for the most part so it's set for most/all software and hardware. Most of the complaints I had about Vista were virtually gone immediately after the upgrade to Windows 7.

Oh, and CRM totally works on Windows 7, since IE8 works with CRM Windows 7 just had to be able to run IE8.

Anyway, if you haven't had a chance to play with it, get yourself ready for Oct 22.

Acticle by David

crm and outlook reminder for appointement tutorial

Display pop-up reminders automatically

To display Outlook pop-up reminders automatically, create the task, e-mail, or appointment in Outlook with Microsoft CRM client for Outlook installed. Set the reminder, and then save the activity as a Microsoft CRM activity. (In Outlook, on the activity form, on the CRM toolbar, click Track in CRM, and then click Regarding to select a parent record.)

When Microsoft CRM synchronizes with Outlook through Microsoft CRM client for Outlook, appointments and service activities that you created in Microsoft CRM have 15-minute reminders set automatically by Outlook based on the due date. You cannot change these reminders or update them, even if you update the due date. In contrast, tasks and e-mail messages that you create directly in Microsoft CRM never have Outlook reminders.

Create appointments for activities that don’t have reminders
For other activities that won’t work with the previous procedure, such as phone calls, you can create a follow-up appointment in Microsoft CRM that refers to completing the activity. After you synchronize with Outlook, the appointment appears in Outlook with a 15-minute reminder set. The new appointment is associated automatically with the original activity.
Follow these steps to create a follow-up appointment with an Outlook reminder:

1. In Microsoft CRM, in the open activity, on the Actions toolbar, click Follow Up. The Form Assistant pane opens.
2. In the Activity List, select Appointment.
3. Enter a Subject.
4. With the calendar controls, select the start time and end time you want.
5. In the Assign To list, select the person to receive the reminder, and then complete the related activity.
6. Click Save. Microsoft CRM creates a follow-up appointment for the owner of the original activity. After synchronization, Outlook will display a reminder for the appointment.

Yan Desjardins | Crm specialist

CRM demo & tutorial available

Greets,

I simply wanted to share this great ressource of learning with you dear CRM users.

http://www.democrmonline.com/Overview/
http://www.democrmonline.com/Salesreview/
http://www.democrmonline.com/marketing/
http://www.democrmonline.com/AccountContacts/
http://www.democrmonline.com/DataMigration/

Happy learning !

yan Desjardins | CRM specialist

How to fix the missing Microsoft Indexing service (CiSvc) in Windows Vista

Sometimes Windows vista users who attempt to use CRM dynamic 4.0 will have an error message from the microsoft indexing service CiSvc in Windows Vista.

here is the resolution :

1.Click the Start button or Windows key on your keyboard to access the Windows Start Menu.
2.Locate and click Control Panel on the side bar.
3.Select Classic view on the top left of the screen to bring up more advanced options.
4.Locate and double click the Programs and Features icon.
5.Under the Tasks heading, locate and click Turn Windows Features on or off.

6.A User Account Control window may appear. Click Continue to allow modifications to occur.

7.Checkmark the folder called Indexing Service and then click Continue. 8.Vista will configure the service and close the window once the CiSvc service is installed.

Happy CRM.

Yan Desjardins | Crm specialist.

Error message while track in CRM: the text entered exceeds the maximum length

Sometimes after installing the CRM outlook plugin supplied from microsoft , each time somebady will click Track on CRM will result in this error message :

the text entered exceeds the maximum length

here is the solution :

Solution:
( must use a system administrator liscense to login with ful access to permissions )
1.0 Go to customization email
2.0 attributes
3.0 on messageID attribute change the length for more then 100 (I changed to 256)
4.0 save & publish new setting
5.0 close your outlook
6.0 open your outlook and click track on CRM.

best regards,

installed plugin , cannot continue with outlook config

After several CRM installation i saw some case where we go with the whole
computer install without any problem and when you go back to microsoft outlook
you cannot continue the setup as the CRM pop up from the addin dont show up.

here is the way to resolve this issue :

1.0 open microsoft outlook
2.0 open the tool tab at the top of outlook
3.0 click on trust center
4.0 click on the addin
5.0 whitelist the CRM for outlook plugin
6.0 close outlook
7.0 open outlook
8.0 finish your setting and enjoy the power of CRM plugin for outlook

Best regards,

yan desjardins | crm tech