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2011

Pricing Precision

Fields of type currency have a precision which determines the number of decimal places used in calculations and display. The settings for precision are described in the following table.

Precision Setting Number of Decimal Places
Currency Precision

Determined by the setting on the currency.

Status and Status Reason

Status

Most record types in CRM can be deactivated by changing the status. Many records have two status values such as:

  • Active
  • Inactive

But some three status values, for example, Leads can be:

  • Open
  • Qualified
  • Disqualified

Custom entities have two status values of Active and Inactive.

Status Reason

Each status has one or more status reasons. The available status reasons varies with the record type. Looking at Leads, the status and status reason combinations are as shown in the table:

Bulk Delete Suspended Jobs

Bulk Delete is a useful tool for deleting large numbers of records as an alternative to using Advanced Find and then clicking delete (which can only remove up to 250 records at a time).

System Job records are a good candidate for using Bulk Delete because the number of records is always increasing. However, suspended system jobs (such as workflows that are waiting) cannot be deleted using Bulk Delete. At least that was the case until Update Rollup 12 or 13.

Cascade Delete Behaviour

Consider the following scenario.

Scenario

A custom entity, Project has been added to a Dynamics CRM system.

There is a 1:n relationship between Account and Project. The relationship behaviour is set to Cascade All for Delete.

A user has Organization level rights on all privileges for Account and Project except that the privilege is set to None for Delete on Project. A project record, Project A, is parented by Account A.

Claims-based Authentication Token Expiry

Tokens issued by AD FS 2.0 expire after a default time of 60 minutes. This requires users to be re-authenticated (for internal access) or to sign in again (for IFD access). The token lifetime is set separately for each relying party trust (internal and external).

To check the life time, complete the following steps on the AD FS 2.0 server:

Quote and Quote Product fields

Quote Product fields

Note: all currency fields have an equivalent field for the amount in the base currency, the names shown below hold the value in the currency of the record.

Table alias is not unique amongst all top-level table and join aliases

If you are seeing the above error, it might be due to incorrect FetchXML in the definition of a saved query such as a Quick Find view. I've encountered this on CRM 2011 with UR13 installed after modifying the filter criteria for a Quick Find view. The view includes fields from related entities.

Update Rollup 13 for Microsoft Dynamics CRM 2011

Installation Media

The downloadable installation files for Microsoft Dynamics CRM 2011 are slipstreamed with Update Rollup 6. Somewhere it was stated that the files will not be updated to include UR13.

Service Principal Names (SPN) for Dynamics CRM

When setting up Microsoft Dynamics CRM it is likely that you will have to configure Service Principal Names (SPN).

What is an SPN?

An SPN is a mapping that associates a service with the account responsible for the service and supports mutual Kerberos authentication.

I like the explanation provided by Brian Murphy-Booth. He describes an SPN as a name that identifies a program that deals with credentials.

Outlook Configuration Wizard fails

Things to try if the Outlook CRM Configuration Wizard fails:

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