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

Kernel-mode authentication for CRM 2011 Website


29 Oct 2012

Following a CRM 2011 installation that seemed to work, users were getting 401.1 unauthorized errors when connecting to the CRM server from their PCs.

However, everything worked fine when connecting to CRM from the server.

The problem was found to be that kernel-mode authentication was not enabled on the CRM website. To resolve the issue, complete the following steps:

Service Unavailable error for CRM Federation Metadata


29 Oct 2012

I came across an error when configuring claims-based authentication for Microsoft Dynamics CRM 2011. The error, Service is Unavailable was returned when browsing to the CRM metadata URL.
In this installation, something was wrong with URL rewriting. Following the steps in this article resolved the issue:

Buying Microsoft Dynamics CRM Workgroup Edition


29 Oct 2012

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.

Clearing Workflow History


29 Oct 2012

There is no way to bulk clear out workflow history via the CRM application. It is possible to delete entries under Settings | System Jobs but that is restricted to a set number of records at a time (i.e. the number of records shown in a list view).

In Microsoft Dynamics CRM 4.0 workflow history is stored in two tables called asyncoperationbase and workflowlogbase. Details of all jobs that have run (whether workflow initiated or not) are stored in the asyncoperationbase table. For workflows, asyncoperationbase has one entry.

Deleting workflow logs using the SDK


29 Oct 2012

To delete workflow logs using the SDK use the RetrieveMultiple and Delete messages.

Set up a query expression that defines which workflow logs to delete. For example, to delete workflow logs older than a certain date:

// set the columns to be returned
ColumnSet cols = new ColumnSet();
cols.Attributes = new string[] { "createdon", "description" };

// Create the on or before condition
ConditionExpression dateCondition = new ConditionExpression();
dateCondition.AttributeName = "createdon";

Tables involved in Workflow and Workflow history


29 Oct 2012

This article http://support.microsoft.com/kb/968755  details how to clear up the AsyncOperationBase and WorkflowLogBase tables

Relevant Tables

Forcing CRM to clean up deleted records


29 Oct 2012

CRM 4.0 tidies up deleted records via the asynchronous service every 24 hours. To force an immediate cleanup follow the steps:

1. Mark the database to run the deletion tidy up immediately by running the following SQL commands. Take care to update the correct deletion service if your CRM server hosts multiple organizations.

USE MSCRM_CONFIG

Minimum permissions needed for a deployment administrator


29 Oct 2012

In CRM 4.0 a deployment administrator is used to manage organizations. The user that installs CRM is created as a deployment administrator. Further users may bee added as deployment administrators using Deployment Manager.

Importing Organisations


29 Oct 2012

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.

Installing the IFD Tool for CRM 4.0


29 Oct 2012

The CRM IFD tool consists of one file, CRM4IFDTool.exe. This file must be installed in the Tools sub-directory of your CRM server program installation (not the web-site).

For example:  C:\Program Files\Microsoft CRM\Tools.

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