Add other deployment administrators
To avoid the annoying message “Unable to access the MSCRM_CONFIG database. SQL Server does not exist or access denied.”, do not forget to add the new deployment administrator user to the SQLAccessGroup in your Active Directory!
Maybe someone already thought about writing a small program to do all this stuff with one click (or maybe I should create it?)
How-to series: Create a custom report (part 2)
This is the second part of this “how-to” series regarding the creation of a custom report in Microsoft CRM 4.0. For those who want to read the first part, you can go here: How-to series: Create a custom report (part 1)
Well, in the first post, we looked at how to create a new report using the “Report Wizard” provided by Microsoft CRM and, honestly, this report looked awful!
In this part, I will show you the internal stuff behind the scene and how you can add your own TSQL query to return the data you really want to see.
Microsoft CRM 4.0 plays (nearly) nice with Office 2010
Thanks to Frank Lee (Workopia) for the info about working with Office 2010 and Microsoft CRM 4.0.
Live Spaces: http://microsoft-crm.spaces.live.com/blog/cns!A2586C4AB938C065!1241.entry
Twitter: http://twitter.com/Workopia
It’s just too bad that the 64-bits version of Office 2010 is not supported!
How-to series: Create a custom report (part 1)
This is the first part of my “how-to” series covering the creation of a custom report for Microsoft CRM 4.0.
How can I export my templates?
Here is a reminder for everyone (me included) on how to export your Microsoft CRM templates (either personal or global).
Microsoft CRM SDK 4.0.12 is out!
You can download it here: http://www.microsoft.com/downloads/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en
Hum, I’m wondering if the typo I found in the previous version was corrected
How can I export my workflows?
Do you remember the good old Microsoft CRM 3.0? Do you remember how you could export your custom workflows in those good ol’days?
Well you simply had to launch the “Export workflow wizard”, select the workflow(s) you wanted to export and click on “export”
But in those new times of 4.0, how can you achieve this?
Privileges needed to convert an activity to an opportunity
According to the Microsoft CRM SDK, these are the needed privileges for converting an activity (such as a phone call) to a new opportunity:
prvAppendList
prvAppendSalesLiterature
prvAppendToActivity
prvReadActivity
prvReadList
prvReadSalesLiterature
Notify case owner of closed task
A simple workflow can always help in the following scenario: the case owner wants to be notified whenever a task linked to his/her case is closed upon completion.


