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2011

Dynamics CRM 2011 Books

My MVP colleague, Donna Edwards, has compiled a list of Dynamics CRM 2011 books at this link: http://edwardsdna.wordpress.com/2013/01/09/microsoft-dynamics-crm-2011-books/

CRM Crashes and reloads

In Internet Explorer 9, sometimes when CRM windows are opened or closed, CRM crashes and restarts. This article describes the problem and a workaround.

The workaround is to create a registry setting to disable the Internet Explorer 9 Hang Resistance Feature. The required registry setting is:

HKEY_Current_User\Software\Microsoft\Internet Explorer\Main\HangRecovery

Set the value to 0.

If HangRecovery does not exist, create it as a DWORD (32-bit).

Clearing out SyncEntry tables for the Outlook Client

Microsoft Dynamics CRM creates SyncEntry tables for each user that has the CRM for Outlook client installed. Over time, some of the tables become redundant. This Microsoft article describes how to clear out older tables.

Locked fields on a form can be removed

If a field is added to a form more than once and is marked as locked, the field can be removed from the form.

Multiple Organizations in Outlook Client

When Outlook is configured with one Microsoft Dynamics CRM organization, the organization name is shown in the list of Outlook folders. However, when more than one organization is configured Outlook renames the folder to Solutions. This behaviour is a feature of Outlook and cannot be changed by the CRM client.

Tracing in Microsoft Dynamics CRM 2011

WORK IN PROGRESS

Tracing in Microsoft Dynamics CRM for Microsoft Office Outlook

Tracing in the client for Outlook is enabled via a registry key or using Microsoft Dynamics CRM Diagnostics.

The registry keys are located in the following location:

HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient

The following table shows the relevant key values

Mobile clients for Microsoft Dynamics CRM 2011

The following table details mobile clients for Microsoft Dynamics CRM 2011.

Field level security in CRM

Microsoft Dynamics CRM 4.0

CRM 4.0 does not provide a method for securing records at the field level. If a user has modify access to a record then they may change any field in the record.

Where field-level security is needed then there are workarounds:

Buying Microsoft Dynamics CRM Workgroup Edition

Microsoft Dynamics CRM Workgroup Edition is best purchased under an Open Value licence. Open Value includes the option to buy a step-up to Server Edition thus preserving the initial investment in the Workgroup edition licence.
An Open Value licence also means that you can spread payments over 3 years.

Auditing changes to forms

On a training course I was asked does the application provide a way to audit changes to the design of a form or determine who was the last person to modify a form.
I could not find a way to do this.

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