Wednesday, April 30th, 2008
Yahoo Address Verification
Problem 1: When calling Yahoo Address Verification Webservice directly in CRM forms, we get the ‘mixed content’ message.
Resolution: We create our own webservice and call the Yahoo Address Verification Webservice within it. Call our webservice in CRM forms.
Problem 2: The custom webservice works as expected when called directly but doesnt return result when called within CRM forms.
Resolution: Make sure the WS has sufficient Execute Permissions by checking Application Settings in IIS.
Posted in Dynamic CRM 4.0 | No Comments »
Monday, April 14th, 2008
Well this may or may not help someone out there - but I thought I would put up a post to save you some time if you are in the same situation! Here is where I was at:
- Used Microsoft Dynamics CRM 3.0 w/outlook client
- I am running Vista with Office 2007
- We upgraded to 4.0
- Could not get the 4.0 Outlook Client to work!
I think the big issue is that there is not a great way to clean your system of the 3.0 Outlook client. I found numerous posts on what to do…but I still had no luck. At one point I even completely uninstalled Office (at-least I thought I had) . The screen shot below shows the sign of the remnant 3.0 client - I was never able to get ride of the greyed out CRM menu item.
Then when I would go to configure the new 4.0 client after installing - all went well till right at the end then poof - the error below showed up.
I did everything I could to solve - then had about 3 different CRM specialists look at and try to solve to no avail! I finally called in a support case and without too much pain got the issue solved.
Below is the relevant info
Scope:
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After uninstalling CRM 3.0 and then installing the 4.0 client you are unable to access CRM in Outlook and you have a duplicate toolbar loading.
“An error occurred loading Microsoft Dynamics CRM functionality”
Environment:
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Vista
CRM 4.0
Assessment:
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First to help remove the Duplicate toolbar that we are encountering I would like you to go through the below steps. I know you mentioned that you had your CRM engineers completely uninstalled CRM 3.0 so before going through a clean Uninstall I would like you to navigate to “C:\document and settings\user\application data\Microsoft\Outlook” When running under vista it should be located C:\Users\”Username”\AppData\Roaming\Microsoft\Outlook. When you find the Outlook folder I would like you to Rename this from Outlook to OutlookOld. Then I would like you to reload your Outlook client and verify that the Duplicate toolbar no longer exists.
They had listed out a number of other steps as well - but I knew once I renamed the folder and the phantom CRM button on my toolbar disappeared I was in business. Sure enough the install went clean and I am up and running!
The only downside to this is the loss of some personal settings in Outlook and the stored pre-popped address that I had built up.
Posted in Dynamic CRM 4.0, Dynamic CRM 4.0 - Installation / Errors | 5 Comments »
Thursday, April 10th, 2008
This move by Microsoft has been questioned by many partners and the community at large, but we feel it makes sense, given the naming scheme that is taking shape as part of the company’s Software+Services (S+S) push. Microsoft is attempting to categorize its services into one of three categories:
- “Live” refers to consumer and very-low-end small-business offerings. Examples: Windows Live Messenger, Office Live Workspace.
- “Online” refers to small-/mid-size and enterprise services that are hosted by Microsoft in its own datacenter. Examples: Exchange Online, SharePoint Online and now Dynamics CRM Online.
- “Hosted services” refer to Microsoft offerings that are Partner hosted by its integration/reseller partners at the partners’ facilities. Examples: Exchange Hosted Services, CRM Hosted Services, and SharePoint Hosting Services.
Until now, Microsoft has been referring to the Microsoft-hosted version of its Dynamics CRM 4.0 product as Dynamics CRM Live. But given that Microsoft has made it plain that it is going to offer Microsoft-hosted versions of many of its business products to not just large, enterprise customers, but to SMBs, as well, the CRM Live name just didn’t make a lot of sense.
We think the toughest part will be getting people to quite saying CRM Live and start saying CRM Online!
Posted in Dynamic CRM 4.0, Dynamic Online CRM, Dynamics CRM in the News | No Comments »
