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2011

Sales Entity Relationships

The diagram shows the relationships between the sales entities (opportunities, quotes, orders and invoices) in CRM.

Lookup field issues with Chrome 38

Chrome version 38 released on October 7 2014 causes errors with lookup fields on CRM 2011 and CRM 2013 forms as described in http://support2.microsoft.com/kb/3008160

The article advises using another browser until a solution is found.

 

 

Changes in Chrome and Firefox on Modal dialogs upsetting CRM

A CRM blogger, Neil McDonald has identified issues upcoming deprecations for APIs in Chrome and Firefox that break CRM functionality. The changes are mainly to do with deprecation of windows.showModalDialog. A modal dialog is a dialog box that keeps the input focus until the box is closed. While the box is open the user cannot switch windows.

Refer to Neil's article for the details.

Customer Lookup

Records in CRM 2011 that have a Customer lookup, such as Opportunity, have the following relationships.

Charts and Currency Fields

When creating charts that use currency fields you might wonder, as I did, how aggregration of records on a currency field works when there is a mix of records that use different currencies.

Report Error - Select or Execution permission denied

I encountered an on-premises CRM organization where some reports did not run, instead a rsProcessingAborted error is shown. In situations like this, it often helps to look at the Event Viewer on the Reporting Services server. I found errors similar to the following:

PrincipalObjectAccess table cleanup

The article at http://support.microsoft.com/kb/2664150/en-gb provides a script for cleaning up the principalobjectaccess (POA) table in CRM 2011.It seems that prior to CRM 2011 UR6 when records were deleted related records in the POA table were not removed.

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