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When trying to install the SSRS Data Connector you may encounter the error: “Unable to validate SQL Server Reporting Services Report Server installation”. There are many reasons why this might happen but I came across a rather obscure one where a 32-bit SQL Server was installed on a 64-bit Windows server. It seems that this […]

I recently discovered in CRM 2011 that it is possible to have security roles with the same name in a Business Unit. For example, imagine a simple business unit scenario where the root business unit is called BU1 and there is one child business unit, BU2. Create a security role in BU1 called Manager. The

Crystal clear?

Microsoft Dynamics CRM 2011 introduces custom activities. However, custom activities cannot be configured to synchronize with Outlook records.

In Microsoft Dynamics CRM 2011 you can export data to edit in Excel and then import the data back to CRM. To do this, you select the Make this data available for re-importing by including required column headings option. The export file has a .xml extension. To edit the file you must open it with

You may get the above error when tracking e-mails from the Outlook client. A solution appears to be to change the length of the Message Id (messageid) attribute on the E-mail entity from 100 to 200 or more. Why this works or is needed, I don’t know.

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.

Microsoft Dynamics CRM uses several security groups in Active Directory. Security Group Members PrivUserGroup The account that the CRMAppPool application uses The account that the ASP.NET process model uses The user account that ran the installation The computer account on which the E-mail Router is installed PrivReportingGroup The account for the computer on which the

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”.

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.