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Joel Lindstrom
Greenville, SC
Microsoft Dynamics CRM MVP
Recent Activity
You are absolutely right. The calculated field syntax does not support Max. I mistook that in the rollup fields. Probably the best way to do it, for example if you were building a view of all the people who have not been contacted in the last month, is to include a line in your advanced fine for each of the last activity fields grouped by or.
The org db is only updated once, so second node ur is faster
this function was for CRM 3.0. It doesn't work with CRM 2011/2013.
Great question--you just need to install and configure the client on another computer. Then when you launch it, it will ask if you want to make that computer the synchronizing computer. If you say "yes," you will notice that the synchronize checkbox on the old computer is now unchecked.
I don't know of a way to make the address book not include inactive records. Inactive contacts can still be activity parties in CRM, so this may be by design.
Yes--that is how I usually do it. Install first app server, install second full app server pointing to the original installation's db, then enable load balancing. The reason I like to do it that way is to gain redundancy for not only the website but also asynch and other services.
some of the capabilities of this solution were incorporated into 2011 javascript, but the math functions are not available for 2011.
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You can make it 1 way by disabling write privileges for the contacts entity in the user's security role. however, if they modify their contact in Outlook, the changes will attempt to synch, and it will fail, and the record will remain out of synch until the contact record is updated in CRM.
Yes, it is supported.
good question David. Campaign e-mails are not set regarding contacts, they are set regarding the campaign. So no, this approach would not be optimal if you have a lot of campaign e-mails and want to update a last activity date on the contact. What I would do if that is your scenario is to do a SQL query that joins the activitypointer to activity party and gets the last activity per contact (since activityparty would include the e-mails where the contact is a recipient but not the regardingobject). Then I would have a data update job using scribe, SSIS, import utility, or some other data update tool, update the contacts with the last activity date.
Hey, good question. Much has changed in the 15 months since this post was posted. Biggest is the forthcoming xbrowser compatibility and the prospect of using CRM in browser on an Ipad and Windows 8 ARM tablet, both of which do not support silverlight. We no longer use Silverlight for building CRM add-ons, as we want our customizations to be all cross browser compatible. So if you are there too, you can use the 64 bit version of Outlook, just make sure you don't need anything that doesn't open in IE 64.
Yes, I would go with 10 as the KB article recommends.
That would depend on how you configured it. If you want the follow up activity to be set regarding the account, you could do that. Since I wrote this post, there have been some additional changes in 2011, including removing the restriction from including dates in dialogs. So now my favorite follow up call approach is to use a dialog to create the follow-up phone call.
This is a bug in update rollup 5, so it probably applies to non-us data centers too (like crm4.dynamics.com). They indicated that theis has been resolved in the upcoming update rollup 6. It's not really an issue at the data center, it is an issue with the client.
Anne, I have not noticed that. In most cases, the "add existing" option is not widely used, except for the N:N relationships. I don't know the reason for that. Anyone else know?
Probably the easiest way to do it in 2011 is with a many:Many relationship. Just create an entity called category and create a N:N relationship between it and your contact entity. You can then associate multiple tags with a contact, and you can create new categories on the fly. This is a better option in 2011 because the lookup view is now not limited to only 100 records.
What do you mean that the discovery web service is missing? Do you mean at doesn't show in the deployment mgr, orit is actually missing? For example, can you configure an outlook client to your environment? If the discovery service is missing, you won't be able to do this. My point is that the server roles list in the server tab of the CRM 4 deployment mgr is frequently incorrect. The only time to be concerned is if something isn't working. If the discovery service is really missing and you can't configure outlook clients, i would either reinstall or open a support ticket.
Dawid, If you have this happen every day, I would consider doing a clean installation of the email router using the latest installer and one of the later update rollups. The 4.0 email router became much more dependable from the initial release, especially post update rollup 10. If you find this happening frequently, you may want to try it on another computer--if your crm server is low resource and you are also running the router, you might find better reliability when running it from a different machine. There also could be service conflicts that are causing the service to stop.
Hi Peter, Check out the free metablast tool http://blog.sonomapartners.com/2011/05/metablast-get-your-microsoft-crm-entity-schema-data-now.html It does pretty much what you are asking for.
Andrew, 1. I have seen deployments where the server tab of deployment manager is wrong--it shows servers with the wrong roles, does not show servers, or shows servers as disabled. This doesn't necessarily mean that server is not part of your deployment. 2. What is your ultimate goal? Scale your deployment for better performance or faster workflows? if that's your goal, this is not your only option, or necessarily the best option. As I stated earlier, at the time I wrote this, over a year ago, there was a bug that prevented the asynch service from running on multiple servers, thus the recommendation to shut off the asynch service on one server. 3. I would recommend installing two full server deployments and using network load balancing (NLB) to distribute usage and asynchronous activity across multiple servers. This will give you a better overall performance boost and high-availability in case of failure. Again, when the post was written, you couldn't have asynch on both servers, so this wasn't such a great option, but since it works now, I would recommend it. 4. I would recommend that you update your processes to plugins that will work with CRM 4.0 and 2011. This will help "future-proof" your configuration. Your callouts will technically work in 4.0, but they are not the best approach. Thanks for actively participating in the CEI blog. Based on your feedback, I'll add an update to this post.
another thing to consider--if you have multiple application servers, any files like plugins, web.config, etc that are stored on the CRM server must be duplicated on each server--so if you have modified your web.config, the modified web.config needs to be located on both servers.
Andrew, The approach you describe is not the supported way with 4.0 to retrieve the URL--not saying it won't work, but making custom modifications to the web.config file is not the recommended approach. For one thing, this would have problems with the multi-tenant aspect of CRM 4.0. what if you have two orgs on the same server? I agree with you that this sounds like a plugin issue--I would recommend changing your approach to how you call the organization programatically via the CRM 4.0 sdk.
Andrew, Not knowing more about your plugins, I can't really say why this would happen to you. It definitely is supported to have multiple application servers. I would recommend that you try to find what URL the plugin is trying to call--are you hard coding the url, or is it finding it programatically? In the servers list, what roles does it show for the server? Make sure that the async role is only listed for the one it is running on. You should be able to do this in deployment manager when the server is disabled, or go in to the MSCRM_config database and you can probably figure out where to change it in there. A couple of things have happened since I wrote this post over a year ago--when I wrote it, running the asynch service on multiple servers was not supported, as there was a bug where multiple services could cause locks. If you are on one of the most recent update rollups, this won't be an issue, so it's not a problem any more to have the service running on more than one server. The other thing that is important to mention is that CRM 2011 significantly changes the separate server role discussion--with 4.0, if you chose "separate server roles," you would have to separate the entire platform layer, including the asynch and the discovery service, etc, which would make it very difficult when you did things like plugins and configure outlook client. With 2011, you can now choose to just deploy individual services to a server--so you can just deploy the asynch service to its own server in 2011.
Smboardman215, Microsoft has a hotfix that is supposed to fix this error. Not sure if it is exactly the same as yours, but probably worth a try http://support.microsoft.com/kb/983630