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

Partner competency requirements for CRM


29 Oct 2012

This link describes the Partner competency requirements:

https://partner.microsoft.com/global/program/competencies/40125141

Gold Competency

Six unique MCPs are required who must between them must have passed all of the following exams:

Republish CRM 4.0 Reports


29 Oct 2012

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).

Report Errors - Execution 'random string' cannot be found


29 Oct 2012

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

Activities Report and Activities Detail Report - Circle Colours


29 Oct 2012

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")))

Troubleshooting Microsoft Dynamics CRM Reports


29 Oct 2012

I have written an article at Experts Exchange that on troubleshooting why reports don't work in CRM. Have a look and please leave your comments.

The article is at this link: http://www.experts-exchange.com/A_3552.html

Running negative queries


29 Oct 2012

Sometimes you need to get a list of records (say contacts) that don't have any related records of a particular type (e.g. appointments).
Unfortunately, this is not possible using Advanced Find as it can only return lists of records that have related records (e.g. contacts with appointments). Yes, you can narrow the related records (e.g. contacts with appointments after a certain date) but not to the extent of querying for contacts with no appointments.

"Unable to load client print control" error


29 Oct 2012

This appears to a common error when trying to print a Microsoft Dynamics CRM report. The discussion at this thread http://social.msdn.microsoft.com/Forums/en-US/sqlreportingservices/thread/4a4a2239-3ac5-4f1d-8b2d-b2c5f03d3c07/ has a lot of tips.

Note the suggestion to delete a registry setting seems to be the best.

rsProcessingAborted error for Report Wizard reports


29 Oct 2012

This article, http://support.microsoft.com/kb/2590774 describes a scenario where Report Wizard reports do not run.

Filter subject keywords setting for Smart Matching decoded


29 Oct 2012

In Microsoft Dynamics CRM, tracked e-mails can be linked to the appropriate records using a Tracking Token or Smart Matching. Smart Matching matches e-mails to records based on similar recipients and subject lines. However, noise words such as FW: and RE: in the subject line are ignored.

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