4.0

Republish CRM 4.0 Reports

If the CRM reports get removed from the SQL Reporting Services Server they can be republished at the CRM server by using a command-line program. Navigate to the CRM installation folder, usually C:\Program Files\Microsoft Dynamics CRM and then to Tools. Within this folder run the following command:

C:\Program Files\Microsoft Dynamics CRM\Tools> PublishReports "organizationname"

where organization name is the internal name of the CRM organization (as found in Deployment Manager).

Hiding navigation items in a form

The following javascript in a form may be used to hide left-hand navigation items. Note that is unsupported because it is not documented in the SDK.

In this example, the navigation item is for More Addresses - replaces navAddresses with the appropriate item.

document.getElementById("navAddresses").style.display="none"

To display the navigation item use:

document.getElementById("navAddresses").style.display="inline"

 

Hiding Tabs in Forms

An unsupported method (unsupported because it is not described in the SDK) is available to hide tabs in a form.

Use the following:

crmForm.all.tabxTab.style.visibility="hidden";

crmForm.all.tabxTab.style.position="absolute";

where x is the number of the tab on the form starting at 0. Not sure why both hidden and absolute are needed though.

 

Importing Organisations

When importing organisations into Microsoft Dynamics CRM 4.0 Workgroup or Professional editions the existing organisation is removed (however, the SQL Server database remains).

The Active Directory account of the user performing the import must be mapped to one of the CRM users in the CRM organisation that is being imported.

User is repeatedly asked for username and password in CRM Client for Outlook

Sometimes when working in the CRM Client for Outlook and if Internet Explorer 7 is installed a dialog box appears asking the user to login. Even if the user enters a correct username and password the dialog box reappears. Clicking cancel on the dialog box each time eventually sorts the situation.

To prevent the dialog box appearing change the following registry key:

HKEY_LOCAL_MACHINE\Software\Microsoft\Internet Explorer\Main\FeatureControl\FEATURE_SUBDOWNLOAD_LOCKDOWN

from 1 to 0.

Quick Campaigns

Quick Campaigns are used to create a single interaction with a list of Accounts, Contacts or Leads.

The interaction can be a Phone Call, Appointment, Letter, Fax or Email.

Quick Campaigns and Outlook
If working with the CRM Client for Outlook additional options are available: Letter via Mail Merge, Fax via Mail Merge and E-mail via Mail Merge. The Mail Merge options require Microsoft Office Word.

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