4.0

Multiple relationships between the same entities cause multiple lookups to be populated with the same value

Imagine that you create multiple relationships between Accounts and Contacts. This will create several lookup attributes on the Contact entity which may be added to the Contact form.

When a new contact is created within an Account all the lookup attributes will be populated with the name of the Account. Often this is not desirable but according to this article, http://support.microsoft.com/kb/946599, this is by design.

Change name of the root business unit

It is not possible to change the root business name for a CRM organization after installation using the application. But what if you have installed CRM with the wrong root business unit name or need to change it after installation?

There is a way round this if you follow these steps. But please make sure you read and understand completely what has to be done and also make sure you have sufficient backups in case things don't work out.

Importing files to update existing records

When using the import feature (Tools | Import) of the CRM application (as opposed to the Data Migration Manager) it is possible to update existing records rather than adding new records.

To do this, ensure that the first column in the import file is named the same as the import record type (e.g. if importing accounts then the first column must be named account) and that the data for this column contains the GUID of existing records.

Changes to the Outlook CRM Client in Update Rollup 7

Update Rollup 7 for the CRM 4.0 Outlook Client introduces a number of important changes and updates:

  • Update Rollup 7 becomes a new baseline for installing future updates
  • Once UR7 is installed it may not be uninstalled
  • Includes support for Windows 7
  • Tested with Office 2010 but not officially supported until Office 2010 RTM
  • 64-bit Office 2010 not supported (may come with CRM 5.0)
  • Client installation is streamlined

A number of performance updates:

Activities Report and Activities Detail Report - Circle Colours

The out of the box Activites Report only shows activites that are regarding Opportunities and Cases.

The report includes an option to show all. This uses the Activities Detail report which includes colour coding against the activities.

By analysing the rdl file for the report the following sets the colour circle to show:

IIf(Fields!scheduledend.Value>DateAdd("d",7,Now),"ballgr",IIF(IsNothing(Fields!scheduledend.Value),"ballgr",IIf(Fields!scheduledend.Value>Now,"ballyl","ballrd")))

Columns shown in duplicates detected view

The columns shown in the Duplicates Detected windows are based on the Lookup view for the relevant entities.

For the new and potential duplicate records, the columns used in the duplicate detection rule that triggered the duplicate detection are also shown.

For the potential duplicate records, the record status and modified on columns are also shown.

The application does not provide a way to customize the additional columns that are shown.

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