Peter Gernburd - Support

Blank.aspx in Internet Explorer 6 with CRM 4

Wed, 27 Aug 2008 21:11:54 GMT

If you are seeing a dialog box asking to download Blank.aspx on every popup window in the CRM, this article is for you:

Recently, a KB cumulative hotfix (KB953838)from windows update has apparently damaged the aspx association link within Internet Explorer 6.

http://support.microsoft.com/kb/953838

If you're seeing this issue, you can resolve the problem in either the following ways:

1) Try to first save Blank.aspx as a file to your desktop. Right-click on it, and choose to open with 'Internet Explorer'. Make sure to check on 'always use this...' Failing this try either of the following:
2) Uninstall the KB patch from the user's Add/Remove Programs
3) Install Internet Explorer 7 overtop of IE 6
4) Remote into the CRM server, and open Blank.aspx in notepad. (note: Blank.aspx can be found in: My Computer -> Program Files -> Microsoft Dynamic CRM -> CRMWeb -> _root -> Blank.aspx
On the header of Blank.aspx, add the word test and save Blank.aspx. Restart IIS, and then clear the temporary internet files of the user with the issue.

Either way, the popups should cease.

Enjoy.

Outlook fails during synchronization

Wed, 27 Aug 2008 13:55:32 GMT

We have seen this several times, and wanted to give our clients the update on what may be happening.

When you synchronize contacts between CRM and your users Outlook profile, if the contact to by synchronized has a birthday prior to Jan 1, 1970 Outlook will fail during synchronization.

You can test this on the offending machine by temporarily disabling synchronizing of contacts, and forcing a manual synchronization of contacts. If the sync works without issues, take a look into the application event log, and if the error resembles the following:

Grab the MS hotfix #948045 from here:

http://support.microsoft.com/kb/948045

CRM for Outlook V4 is crashing multiple multiple times a day

Wed, 27 Aug 2008 13:50:21 GMT

Several of our clients have reported that for some of their users, their Outlook is failing multiple times per day.

If your users are experiencing this condition, and you are reading this blog, take a look into the user's Application Event Log.

If the error messages resemble the following:

Event Type: Error
Event Source: Microsoft Office 12
Event Category: None
Event ID: 1000
Date: Date
Time: Time
User: User_Name
Computer: Computer_Name
Description: Faulting application outlook.exe, version 12.0.6023.5000, stamp 46574050, faulting module outlook.exe, version 12.0.6023.5000, stamp 46574050, debug? 0, fault address 0x0001386a.

Head on over to the Microsoft Support site below to download KB-954800 hotfix:

http://support.microsoft.com/kb/954800

Allowing CRM for Outlook to act as the e-mail agent for CRM e-mail activities

Thu, 17 Apr 2008 18:25:01 GMT

The way in which a user’s e-mail is sent from within the Microsoft CRM is configured on the user profile in the Microsoft CRM.
CRM -> Settings -> Administration -> Users -> User Profile Record

For both the incoming and outgoing access types, you can select to have CRM e-mail activities use the E-mail Router (if installed), or Microsoft Dynamics CRM for Outlook to act as the sending agent. In CRM4, you can configure the CRM for Outlook to deliver standard Outlook e-mails, CRM-tracked e-mails, and e-mail activities created from within the CRM.

To allow CRM for Outlook client to send all CRM e-mail activities:

1) Navigate to CRM -> Settings -> Administration -> Users -> User Profile Record

2) Select Microsoft Dynamics CRM for Outlook on both Incoming and Outgoing e-mail access types in the E-mail Access Configuration for each User Profile Record that should use the CRM for Outlook to send CRM e-mail activities.

Click ‘Save and Close’

3) On each Outlook profile, open the Set Personal Options by clicking CRM -> Options

4) Switch to the E-mail tab

5) Under ‘Check how CRM for Outlook should integrate e-mail with Microsoft Dynamics CRM’ check on: Allow Microsoft Dynamics CRM to send e-mail using CRM for Outlook

When an e-mail activity is created and sent by that user, this e-mail activity will be sent through Outlook on next synchronization.

Availability of the Settings module in CRM3 while running CRM for Outlook

Mon, 14 Apr 2008 20:20:52 GMT

Several of our clients have noticed that, and commented on, when the CRM for Outlook component is installed, and Outlook is running, the 'Settings' module in the CRM web is hidden from view.

Several of our adventerous client users have suggested overcoming the problem by clearing the Temporary Internet Files while Outlook is opened, and refreshing the CRM web page. That will work, but for a long-term solution, but good friends at East Region Microsoft CRM provide the following suggestion:

a) Close CRM web and Outlook
b) Click on Start -> Run. Type 'regedit'
c) Browse to the tree: HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient\
d) Find 'ServerURL'
e) Change the DNS portion of your CRM servername to it's IP equivelant (e.g., from http://crm/MSCRMServices to http://11.12.13.14/MSCRMServices )

The Settings area will now be available at all times while CRM for Outlook is opened and running.

Peter

Resetting regarding lookup when promoting an item to CRM

Tue, 12 Feb 2008 14:06:09 GMT

If you have found yourself in a situation in need to change the regarding on a promoted email message, but couldn't, this article is for you.

Changing Regarding on Promoted E-mails

When you initially promote an e-mail message to the CRM, you clicked 'Track in CRM', and hit the regarding button. You select a client (or another entity record) from the lookup, but realize that the selected record was not the one intended. In such a case, a closed e-mail activity is created under this client record.

To resolve ths issue, close the e-mail message, and from the main Outlook window, highlight the message, and click 'Track in CRM'. This must be done from within the Outlook main window, and not within the e-mail message. After clicking 'Track in CRM', a dialog box will appear asking if you want to create a duplicate copy of this item. Select Yes. Then, re-open the e-mail message, and select the appropriate regarding. Finally, be sure to remove the leftover activity under the previous regarding client.

Preserve original email message date when promoting to CRM

Tue, 15 Jan 2008 16:40:21 GMT

Do you promote email messages to the Microsoft CRM? Have you noticed that the date of the original email is not preserved when the message is tracked to the CRM?

Difficulties tracking CRM appointments through Outlook

Fri, 02 Nov 2007 16:23:52 GMT

If you’re a CRM for Outlook user that often relies on tracking CRM appointments, or know another user who does, chances are you may have run into this issue

CRM tips and trick

Wed, 24 Oct 2007 14:30:58 GMT

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