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Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.
Posted by: Altriva on 7/15/2010 | 0 Comments
  • Categories:
  • CRM

Microsoft CRM 4.0 Update Rollup 11 is now available. Released June 3rd, this cumulative update includes important updates for Outlook 2010 and SSRS 2008. Altriva recommends installing this update across all roles if your organization leverages Outlook 2010 or if your SSRS Reports Server uses SQL Server 2008. Rollup 7 is a prerequisite for installing the Update for the Outlook client and Data Migration Manager.

For more information on the contents and procedure for installing Update 11, Follow the link to the Microsoft Support Site. To download Rollup 11, follow the link to the Microsoft Download Site.
Below is sample XML for registering Rollup 11 for the Client for Outlook. We recommend leaving Rollup 7 as a mandatory rollup for Outlook and leaving Rollup 11 as optional. The XML below also shows how to delete Rollup 10 from the available updates. Note that Vista and Windows 7 users may need to check for updates as Administrator for the update to install correctly. This can be done by running Outlook as Administrator and selecting “Check for Updates” in the CRM menu once the CRM Add-in has connected.
<ClientPatches>
                <Create>
                                <ClientPatchInfo>
             <PatchId>{77F3EBA0-20E8-403E-B43B-E5AC633E139E}</PatchId>
             <Title>Update Rollup 11 for Microsoft Dynamics CRM 4.0 (Optional)</Title>
             <Description>Update Rollup 11 for Microsoft Dynamics CRM 4.0 (Optional)</Description>
             <IsMandatory>false</IsMandatory>
             <IsEnabled>true</IsEnabled>
             <ClientType>OutlookLaptop, OutlookDesktop</ClientType>
             <!--- *** The LinkId is different for every Language.  Please see the KB Article for the correct Link ID to use -->
             <!-- & in xml documents must be escaped using &amp; -->
             <LinkId>192046&amp;clcid=0x409</LinkId>
                                </ClientPatchInfo>
                </Create>
<!-- ONLY Include this section if you previously registered rollup 10 and would like to delete it -->
<!-- Otherwise remove the delete section -->
                <Delete>
                                <PatchId>{C853A15A-5546-4F07-BF41-FC1C64570AB3}</PatchId>
                </Delete>
</ClientPatches>

Instructions for registering Outlook Client updates can be found in the Implementation Guide: Operating Page 9.
-          Phil Edry
Posted by: Altriva on 7/15/2010 | 0 Comments
  • Categories:
  • CRM

Here’s a quick gotcha I saw on the CRM Forums. When configuring the CRM Client for Outlook, you enter http://servername:port/ORGNAME in the Internet address field and you get a cryptic error stating “Mandatory updates for Microsoft Dynamics CRM could not be applied successfully.  Try running the application again.”

Posted by: Justin Mathena on 4/23/2010 | 0 Comments
  • Categories:
  • CRM
Microsoft CRM 4.0 Update Rollup 10 is now available.  Released April 8th, this cumulative update includes fixes for roughly 5 issues with install packages for the CRM server, CRM Data Migration Manager, CRM E-mail Router, and the CRM Outlook client.  Rollup 7 is a prerequisite for installing the Update.
 
For more information on the contents and procedure for installing Update 10, Follow the link to the Microsoft Support Site.  To download Rollup 10, follow the link to the Micrsoft Download Site.
Posted by: Phil Edry on 3/31/2010 | 0 Comments
  • Categories:
  • CRM
Ever try reassigning an Activity like a task or appointment and get an error stating "The logged-on user does not have the appropriate security permissions to view these records or perform the specific action"?  You're sure that you have the appropriate "Append" and "Append To" permissions set up on the User entity and the Activity entity you want to re-assign, but you still receive the following error:
 CRM Error Message
Well, since Activities can be assigned to Queues, you’ll need to make sure that one of your user roles has the read permission on the Queue record.
 Potential Security Settings
Change the above row to look like the below row.
 
I hope this "gotcha" blog entry helps!
 
-Phil Edry
Posted by: Justin Mathena on 2/11/2010 | 0 Comments
  • Categories:
  • CRM

Microsoft Update Rollup 9 for Dynamics CRM 4.0 is now available.  Released Feb 11, this update includes packages for the server, Outlook client and E-mail Router.  Rollup 7 is a prerequisite for installing the Update.

For more information on the contents and procedure for installing Update 9, Follow this link to the Microsoft Support Site.  To download Rollup 9, follow this link to the Micrsoft Download Site.

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    "Hi Lee -- I would just create one-off workflows for each user in your system in that case. Or, create a number of sync users for yourself, and then bulk edit those sync users to another record." Read more
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