Knowledgebase

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics CRM) and then forget.

You are most welcome to browse and if any of the information helps you in your work with Microsoft Dynamics CRM then that is great.

Use the search box or the tag links to search for articles.

About Me

I’m an experienced Microsoft Dynamics CRM Consultant and Microsoft Certified Trainer. Find out more at http://www.fkcrm.co.uk

Recently updated articles

Importing Subjects


29 Oct 2012

Subjects can be imported into Microsoft Dynamics CRM. If a hierarchical subject structure is used, import the top level subject names first and then each level in turn.

In the import file include the following columns for the top-level subjects:

  • Title, Feature Mask

and for levels below include the following:

  • Parent Subject, Title, Feature Mask

You must set Feature Mask to 1 for every line, otherwise the subject does not show in the subject tree.

Installing CRM 4.0 in Windows Server 2008


29 Oct 2012

CRM 4.0 can be installed on Windows Server 2008.
Refer to http://support.microsoft.com/kb/950100 for more details and specific workarounds that may be needed.

 

Updating CRM 4.0 Setup Files


29 Oct 2012

During installation of CRM 4.0 the user has an option to obtain updated setup files over the Internet.

To manually obtain setup files follow the instructions in this article http://support.microsoft.com/kb/948917

Supported SQL Server Editions for CRM 4.0


29 Oct 2012

Microsoft Dynamics CRM 4.0 is supported with the following SQL Server Editions:

Installing CRM 4.0 on SQL Server 2008


29 Oct 2012

CRM 4.0 can be installed on SQL Server 2008.

Refer to http://support.microsoft.com/kb/957053 for more details and specific workarounds that may be needed.

 

Connect to Existing Deployment or Install New Deployment


29 Oct 2012

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.

 

CRM 4.0 Workgroup Edition may be installed on any server


29 Oct 2012

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.

Problems when using Host Headers


29 Oct 2012

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'

CRM 2011 Client for Outlook- problem communicating with server


29 Oct 2012

The installating guide for CRM 2011 strongly recommends that a low privilege domain account is used for the CRM and ASP.NET services.

Having followed this advice I found I was unable to configure the Outlook Client to connect to the CRM server. The error I got was "there is a problem communicating with the server". Examining the log file, Crm50ClientConfig.log, revealed the following error:

Security groups required by Microsoft Dynamics CRM 4.0


29 Oct 2012

Microsoft Dynamics CRM uses several security groups in Active Directory.

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