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2011

JavaScript loading in CRM 2011

The way JavaScript libraries are loaded in CRM 2011 changed in UR12 and UR15.

This article describes the changes in detail.

Scheduling Reports in Microsoft Dynamics CRM

Scheduling Reports in Microsoft Dynamics CRM

Reports in Microsoft Dynamics CRM can be configured to run on a scheduled basis from within the CRM application. For example, if a sales report is needed on a weekly basis, you can schedule the report so that it is automatically available at the required time.

Email Subscriptions

If you have Microsoft Dynamics CRM On-premises you can create an email subscription to the snapshot in SQL Reporting Services Report Manager.

Custom Sorting in SSRS Reports

To sort rows in a dataset you can choose a column in the dataset in the properties of the tablix or other report element.

Or if you need a custom sort where the sorting isn't alphabetical or numerical you can add code to the report and then call the code in an expression in the sorting property of the tablix.

However, custom code is not allowed for reports that run in Microsoft Online.

An example not using custom code is to use an expression like this:

Install CRM Client 2011 after removing CRM Client 2013

If you have installed CRM 2013 for Outlook and then need to go back to CRM 2011 for Outlook, perform these steps:

  • Uninstall CRM 2013 for Outlook
  • Delete the program folder, the default location is C:\Program Files\Microsoft Dynamics CRM (or C:\Program Files (x86)\Microsoft Dynamics CRM for a 32-bit install on a 64-bit computer).
  • Delete the MSCRM registry keys located at HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft and HKEY_CURRENT_USER\Software\Microsoft. There might be several keys including MSCRMClient, MSCRMIntegration, MSCRM_Setup and MSCRM.

 

Users get "Unauthorized Access" errors when using ADFS

When the ADFS Token-sgining and Token-Decrypting certificates in ADFS are automatically renewed, users in CRM might not be able to login. They receive HTTP 401 Unauthorized Access is denied errors.

This occurs because CRM is still using the expired ADFS token certificates. To resolve this reconfigure Claims-based Authentication and Internet-Facing deployment in CRM.

This article has more details: http://support.microsoft.com/kb/2686840

 

ISV.Config

In CRM 2011, isv.config is not used to store custom buttons, tabs and menus as in earlier versions.

The only item that I think isv.config is used for is to customize the appearance of the service calendar.

Editing SiteMap

The SiteMap is a customizable element that controls the application navigation. For simple requirements, such as not showing particular entities, consider using security role privileges. The CRM application does not show entities to which a user does not have access.

The SiteMap can be editied using any of the following methods:

Deployment Settings

CRM has several deployment wide settings which are stored in the DeploymentProperties table in the configuration database (usually MSCRM_CONFIG). It is not recommended to modify the values in the table directly you may sometimes need to change values. The recommended method is usually to use a PowerShell script.

Some of the settings are described in the following table. I will add to the table as I discover settings.

Changing currency or price list on sales records

Sales records (opportunity, quote, order and invoice) have a currency field which determines the price lists that can be used on the record. After a record is created whether the currency can be changed depends on the record type and the status of the record.

Product Quantities

When adding products to opportunities, quotes, orders and invoices you must specify the number (quantity) of items to add. What controls whether fractional quantities can be used and the number of decimal places to allow in quantities?

There are two settings to consider:

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