CRM Online Monthly Update Doesn’t Install, Repeatedly Prompts Available


If you are using the Microsoft Dynamics CRM Online Outlook Client, it is a good practice to check for updates on a regular basis.
 
You can check for updates using the "Check for Updates" menu item or from the Start >> Microsoft Dynamics CRM >> Update:
 
 
 
However, on a few Vista and Windows 7 computers, the Microsoft Dynamics CRM Online Monthly Update doesn’t install and repeatedly prompts being available even after the user had applied the update and rebooted the PC (even performed the CRM Diagnostics):
 

The resolution for this is to run the "Update" program again as administrator "Run as administrator".  Administrative rights on your PC are required to install the update.

 
 
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Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

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Posted in CRM Online | 1 Comment

Displaying all the Microsoft CRM Contacts that clicked on an ExactTarget Send Email Link


We have a customer asked about how to use the Microsoft Dynamics CRM Advanced Find to display all the Microsoft CRM Contacts that had clicked on a particular ExactTarget Send email link so they can perform some follow-up actions.  ExactTarget for Microsoft Dynamics CRM stores this data in the "Link Details" entity.
 
The below screen shot shows an example:
 
 
Or you can filter it by the Microsoft CRM Campaign that the ExactTarget Send belongs to.
 
 
 

 

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Frank
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Posted in ExactTarget | Leave a comment

Microsoft Office 2010 and Microsoft Dynamics CRM


I had installed the final release of Microsoft Office 2010 (Outlook 2010) and set it up as the Microsoft CRM Outlook Client for Microsoft Dynamics CRM v4.0 On-Premise and then for Microsoft Dynamics CRM Online “v4” - it worked on both without any issues (including the Offline Access setup).
 
Here are my setup notes for Microsoft CRM Outlook Client on Microsoft Office 2010 (Outlook 2010):
 
A. More and more folks are using 64-bit PC Operating Systems such Vista or Windows 7 – but you need to install the Microsoft Office 2010 32-bit version in order to support the Microsoft CRM Outlook Client for Microsoft CRM v4.0 On-Premise or Microsoft CRM Online “v4”.  The reason is that the Microsoft CRM v4 Outlook Client is only available in 32-bit.  Note: Microsoft CRM 2011 “v5” Outlook Client supports BOTH 32 and 64 bits.  Here is how to check if your Microsoft Office 2010 is 32 or 64 bits:
 
 
Note: In case your Microsoft Office 2010 is not 32-bit but 64-bit, then you will need to uninstall and reinstall it with the 32-bit version:
 
 
 
B. After the correct Microsoft Office 2010 is in place, then you need to download the LATEST Microsoft Dynamics CRM v4.0 On-Premise or Microsoft CRM Online Outlook Client setup program.  Here is a Link to both downloads.  During the initial setup screen, be sure to click “Update installation files” and then following the normal Microsoft CRM Outlook Client setup process.  That’s about it.
 
 
Here are some screen shots of Microsoft CRM Online Outlook Client running on Microsoft Office Outlook 2010.  Enjoy!
 
 
 
 
Update 6/3/2010:  By applying the latest Microsoft CRM 4.0 Update Rollup (UR11), the Microsoft Dynamics CRM buttons are displayed on the Home tab vs. on the Add-ins tab.  If you are using Microsoft CRM Online – apply the latest CRM Outlook Client update.
 
 
 
 
 
Update: Microsoft Dynamics CRM 2011 “v5’” supports BOTH Microsoft Office Outlook 32 or 64 bits.  Microsoft CRM 2011 Online was released to the world on January 17th, 2011 and  Microsoft CRM 2011 On Premise was released to the world on February 16th, 2011.  Yay! 
 
 
 
 

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Frank Lee, Microsoft CRM MVP
Workopia

Posted in Microsoft Dynamics CRM, Outlook Client | Tagged | 8 Comments

Displaying Money Field from Related Entity in a View Error – Need to Add Currency Field From the Related Entity to the View


One of our Microsoft CRM Online customers asked us how come a money field from a related entity doesn’t display the value within a view he had created (via Advanced Find).
 
To illustrate this issue – We would like to display the "Credit Limit" from the Account’s Primary Contact in an Account View.
 
To prepare for this, we setup an Account’s Primary Contact "Test Contact One" with a "Credit Limit" value of "100.00":
 
 
We then created an Advanced Find on the Account entity to display both the "Credit Limit" fields (Currency and Base) of the Account’s Primary Contact:
 

 
When we run this Advanced Find on Microsoft CRM v4.0 On-Premise - we received this error:
 
 
An if we run this Advanced Find setup on Microsoft CRM Online – we didn’t get an error, but the "Credit Limit" (Currency) value is blank!
 

The cause of this issue was due to the "Currency" field not present in the view.  Our Advanced Find views above for both Microsoft CRM v4.0 On-Premise and CRM Online are working properly after adding the "Currency" field from the Primary Contact!

 
 
 
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Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

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Time Zone Setting in Microsoft CRM


How does Microsoft Dynamics CRM treats time zone?  All date/time entries are recorded as Greenwich Mean Time (GMT) at the database level based on the Microsoft CRM Server’s time clock.  Upon the date/time data entry or display, Microsoft CRM will factor in the CRM User’s Time Zone setting and accordingly adjust it based on the GMT’s value.

You can access your Time Zone setting via Microsoft CRM Web Client >> Tools menu >> Options >> General tab:

Note: If the “Set the time zone you are in” does not appear – close both the Microsoft CRM Web Client and Microsoft CRM Outlook Client.  Then re-open only the Microsoft CRM Web Client.  Having both the Microsoft CRM Web Client and Microsoft CRM Outlook Client open – the  “Set the time zone you are in” will not display

If you are using the Microsoft CRM Outlook Client – the Time Zone setting will be automatically set for you based on your Windows Time Zone setting:

Here is a scenario to better describe this:

It is 10AM on April 22nd and CRM User One’s Time Zone setting is the Pacific Time (-8 GMT).  If CRM User One created a CRM Contact record – the created date is 4/22 6PM (GMT) on the Microsoft CRM database.  When CRM User One views this contact record in his Microsoft CRM Client, it will display 4/22 10AM because Microsoft CRM will display it based on CRM User One’s Time Zone setting.

Another CRM User (CRM User Two) has his Time Zone setting at Eastern Time (-5 GMT), if CRM User Two was viewing CRM User One’s contact record created above, the created date will be displayed as 4/22 1PM (vs. 4/22 10AM for CRM User One).

Here is an interesting question that comes up:

What happens if due to the Time Zone, it is the next day? 

The answer is that Microsoft CRM will display the date respective to the Microsoft CRM User’s Time Zone setting.   If CRM User One (Pacific Time zone) created another CRM contact record at 11PM on April 22nd, that record’s created date will be shown as 2AM April 23rd (vs April 22nd) if viewed by CRM User Two (Eastern Time zone).  Be sure to take this into account when designing your CRM processes.

Here is a blog with more insight into Microsoft CRM Time Zone: 
http://blogs.msdn.com/crm/archive/2007/05/22/date-time-values-in-microsoft-dynamics-crm.aspx

 
 

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Frank Lee, Microsoft CRM MVP since 2006
Workopia

Posted in CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged , , | 2 Comments

Sender does not have an e-mail address in Microsoft Dynamics CRM


When trying to save/send a "tracked" Outlook Email in Microsoft Dynamics CRM for Microsoft Office Outlook, you may encounter this Offline Error message: "The sender does not have an e-mail address in Microsoft Dynamics CRM.  Do you want to send the e-mail? If you click Yes, the e-mail will be sent out, but no corresponding activity will be created in Microsoft Dynamics CRM".  This applies for both Microsoft CRM 4.0 On-Premise and CRM Online.
 
 
Pretty obvious – this is caused by the Microsoft CRM User’s "Primary E-mail" field not having a value.  Updating this field with a valid email will resolve the issue.
 
 
 
 
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Frank
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Posted in Microsoft CRM Outlook Client | Leave a comment

Workflow Scope and Security in Microsoft Dynamics CRM


I’d built numerous Microsoft CRM Workflows since Microsoft CRM v1.0.  In my mind – Microsoft CRM Workflow would be the ideal design approach to use if it can meet the automation requirement.  During a recent Microsoft CRM System Administrator training, I had an opportunity to discuss about the Microsoft Workflow Scope and Security settings.  Here are the details:

Under the Microsoft Dynamics CRM Security Role, Customization tab, there is a "Workflow" entity to set security privileges on.  This setting controls the Workflow privileges for CRM Users assigned to this security role.  For example – if the user can only "Read" Workflow (1/4 filled circle) – then the user can only view Workflow(s) where the user is the "owner" of the Workflow(s).  This impacts the "On Demand" Workflows that are available to the user – the user can only manually run Workflow(s) that he or she can view.  From a security perspective, a Workflow record (Workflow Rule) behaves like any other CRM record.



What about "Automatic Workflows Scope"?  The funny thing is that this also behaves like a security setting – the scope setting is tied to the Workflow’s owner.  For example – if the Automatic Workflow scope is "User" – only the CRM records owned by the Workflow’s Owner will be triggered if it meets the Workflow’s automatic condition.  If the setting is "Organization" – any CRM records could trigger the Workflow if they meet the Workflow’s automatic condition.



The primary difference between an "On demand" setting vs. "Automatic" workflows is that "On demand" is performed by the CRM user that manually invoked the workflow vs. "Automatic" where it is the Workflow’s Owner performing the action upon triggered.  Either way, the Microsoft CRM security privileges are enforced.

Note: Be sure that the published CRM Workflows’ owners (CRM users) accounts are enabled and have the proper security privileges to carry out the automatic workflow processes.  If the workflow’s owner is disabled or does not have the sufficient security privileges then the workflow will encounter access error upon automatic triggered.

A creative approach to setup a Microsoft CRM Workflow so that it is only available and/or triggered automatically for selected CRM users is to properly configure the Workflow’s Scope and Security based on the above understanding.  We can also leverage the Microsoft CRM Record Sharing function to share the Workflow to each of the selected CRM users or to the CRM team that consists of the selected CRM users:

 

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Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

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Posted in Microsoft CRM Workflow | 1 Comment