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4.0

Customizing Marketing List Views

The CRM application does not allow marketing list views to be customized. However, the views are stored in the savedquerybase table and may in fact be customized.

Firstly, we need to find the GUIDs for the relevant views. There are nine views in total, All, Active and Inactive members for Accounts, Contacts and Leads. Query the table (using SQL Server Management Studio) for these views using:

select * from savedquerybase where name like '%mem%'

Asyncoperationbase table - operationtype, status code and state code

The asyncoperationbase table stores details of system jobs (including workflows). The following table details some of the different job types that are stored in the table.

Changing country fields to picklists

Changing country fields from free text to picklists is not a trivial undertaking. There are several considerations:
1. The existing country fields cannot be changed to be a picklist
2. The country field appears in several record types (account, contact, quote, order, invoice and addresses).
3. Addresses are mapped when creating records in the context of other records.
The options appear to be:

Problems when using Host Headers

If host headers are used for the CRM web site a number of problems may occur including, workflows stuck at waiting, duplicate detection rules not working, Outlook configuration not working and so on. The issue appears to be how rows in the DeploymentProperties table in MSCRM_CONFIG are configured.

To check whether this is the issue, run the following SQL statements against the MSCRM_CONFIG database:

USE MSCRM_CONFIG

SELECT NVarCharColumn
FROM deploymentproperties
WHERE columnname = 'AsyncSdkRootdomain'

Hiding Sections on Forms

One method is to use the physical order in which a section appears on a tab (starting at number 0).

// This hides section number 1 on tab 0, i.e. the second section on the first tab

Report Errors - Execution 'random string' cannot be found

When CRM and SQL/SQL Reporting Services are on different computers, problems with trust for delegation may occur.

The SRS Data Connector should sort out these errors. However, I did have a situation where reports via CRM did not work but they did in Report Server.

In conjunction with Microsoft Product Support, I discovered I had to change a delegation setting on the computer account for the SQL Server.

In Active Directory, open the computer account for the SQL Server and

CRM 4.0 Workgroup Edition may be installed on any server

CRM 4.0 Workgroup Edition does not have to be installed on a Small Business Server. The Purchase Usage Rights document from Microsoft does not detail any such restriction.

Connect to Existing Deployment or Install New Deployment

When installing CRM 4.0 you have the option to connect to an existing deployment. This option is for adding new CRM 4.0 servers to an existing deployment and not for connecting to an existing database following a server or domain migration.

For an existing database that has been moved to a new domain, use a new installation, create a new (temporary) organization. Then use Deployment Manager to import the existing database and then delete the temporary organization.

 

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