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CRM Interview Questions & Articles

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Microsoft CRM Articles

Microsoft CRM Integration Articles

Siebel E-Mail Attachments Import - C# and MS Transact SQL Example
Microsoft CRM Integration with Microsoft Retail Management System (RMS)
Integration with third party SQL Application/Database
Maximize Attachment size in MS CRM
Show Associated activities in IFRAME
Auto Numbers in MSCRM
How to manually connect SQL Reporting Services to Microsoft Dynamics CRM 3.0
CRM does not use the default SMTP server to send e-mail messages
The System Settings in Microsoft Dynamics CRM 3.0 reverts to the previous settings after you change the System Settings
How to authenticate specific user credentials by using the Microsoft CRM Security Model from an external process
How to refresh Microsoft Business Solutions CRM form data from third-party applications
How to use the Microsoft CRM Server and Microsoft CRM Sales for Outlook client MSDN Subscriber downloads
How to synchronize Microsoft Business Solutions CRM appointments with Microsoft Outlook
Microsoft CRM Integration with Navision – overview for programmer

Microsoft CRM Customization Articles

Technique of direct SQL programming
MS Exchange Transport SMTP Event Sink
Microsoft CRM Reporting by Fiscal Year
Run Microsoft CRM Reports Off-Line
Creating Dashboards with Performance Point 2007
Creating The default values for Boolean attributes or for picklist attributes are not used when you convert a lead to a contact, to an account, or to an opportunity in Microsoft Dynamics CRM 3.0
Creating How to add graphics to E-Mail Templates in Microsoft Business Solutions CRM

Microsoft CRM 4.0 Articles

Steps to Check for Custom Applications Upgradation to MS CRM 4.0
Entity Relationships in MS CRM 4.0
Hide Tab , Button base on Security Role in Javascript in CRM 4.0
CRM 4.0 Code Sample

Microsoft CRM 4.0/3.0 Installation

Microsoft Dynamics CRM 4.0 upgrade / installation issues
Microsoft Dynamics CRM Client installation
The existing databases are not compatible with this installation of Microsoft CRM.
Outlook CRM prompts for username and password for multiple times
Outlook The "PostCreate Callout" event does not run as expected when you send a fax
The values in the Sender field and in the Recipient field are not exchanged when you click Incoming or Outgoing in the Fax dialog box in Microsoft Dynamics CRM 3.0
When you render Microsoft Dynamics CRM grids that you have already rendered by using the Microsoft Dynamics CRM Web client, Microsoft Internet Explorer stops responding
How to install SQL Server 2000 Reporting Services on the default named instance of SQL Server 2000 before you install Microsoft Dynamics CRM 3.0
Error message when you try to go offline in the Microsoft Dynamics CRM client for Outlook: "The Microsoft CRM client for Outlook was unable to go offline"
You Receive error messages in the Environment Diagnostics Wizard when you install Microsoft Dynamics CRM 3.0
Error message when you run a report in Microsoft Dynamics CRM: "Reporting Services Error"
Error message when you run a report in Microsoft Dynamics CRM: "Reporting Services Error" or "An Error has occurred during report processing" or "Login failed for user '(null)'"
Internet Explorer hangs after opening a file attachment in Microsoft Business Solutions CRM
Error message when you use the Web client or the Deployment Manager in Microsoft Dynamics CRM, or when you install Microsoft Dynamics CRM: "80048015"
Error messages are logged in the application event log in Microsoft Dynamics CRM 3.0: "E-mail was determined to have none of its recipients match" or "Server was unable to process request"
The URL in a contact form does not appear as a hyperlink when you open the contact form in Microsoft Dynamics CRM 3.0
A corresponding activity is not created when you reply to an e-mail message in Microsoft CRM
The business unit lookup window is limited to displaying 100 records and cannot filter by business unit name when you work with Microsoft CRM Security Roles
How to turn off the "Go Offline" functionality for Microsoft CRM Sales for Outlook
Internet Explorer stops responding when you use the bulk import wizard in Microsoft Business Solutions
Internet How to run the Microsoft CRM-Exchange E-Mail Router without domain administrator credentials
Unable to successfully copy roles in Microsoft Business Solutions CRM
Access Denied" error message when you install the Microsoft .NET Framework 1.1 on the computer where Microsoft CRM is installed
How to add graphics to E-Mail Templates in Microsoft Business Solutions CRM
Error message Setup was unable to find an instance of the Microsoft CRM server components when installing Microsoft CRM Sales for Outlook 1.2
The option to reassign records is unavailable on Microsoft CRM Actions menu
Unsolicited email is being routed into Microsoft Business Solutions CRM when the system is set to only accept solicited email
How to find the version of the Microsoft CRM Data Migration Framework
A corresponding activity is not created when you reply to an e-mail message in Microsoft CRM
After you reactivate an existing sales process in Microsoft Business Solutions CRM Workflow 1.0, the sales process activities are missing
How to enable the Service Calendar functionality in the Microsoft Dynamics CRM desktop client for Outlook
How to modify the Web.config file to show more detailed error messages in Microsoft CRM
How to turn off the "Go Offline" functionality for Microsoft CRM Sales for Outlook
Receive a "The page cannot be found" error message when you perform a knowledge base search by using the Microsoft CRM Knowledge Base Manager
Receive a "Setup was unable to grant access to the Microsoft CRM databases" error message when you try to install the Microsoft CRM server by using installation content that you copied to a computer
Error message when you try to install Microsoft Dynamics CRM 3.0: "The Web site for installing SQL Reporting Services was not found"
Error "Setup was unable to install Microsoft CRM Server." occurs after you enter a license key during the upgrade of Microsoft CRM
The wrong word is used to describe the status of leads and of opportunities in the German version of Microsoft CRM
You receive an error message or you cannot see the Microsoft Dynamics CRM user records after you run the Sample Data Wizard in Microsoft Dynamics CRM 3.0
Some buttons and tabs are missing from the Microsoft Dynamics CRM 3.0 Web client
Error message when you register Microsoft Dynamics CRM by using the Microsoft Dynamics CRM Registration wizard: "The wizard requires an Internet connection to complete registration
Error message when you install Microsoft Dynamics CRM: "The specified path is not a metabase path. Parameter name:Path"
When you try to create a follow-up activity in Microsoft Dynamics CRM, the program opens the Form Assistant, but the Form Assistant is not loaded completely
Entity records may not appear correctly in Microsoft Dynamics CRM 3.0
Error message when you try to send e-mail messages in Microsoft Dynamics CRM from the Microsoft CRM Web client to recipients in a different domain: "Failed to Initialize Token"
Error messages when you use the .NET Framework 2.0 on the same server as Microsoft Dynamics CRM 3.0: "Reports.config has invalid schema, and could not be loaded. 0x80632900" and "Server Application Unavailable"
You receive a "You must provide a value for Decimals Supported" message when you try to save changes to a product that was imported into Microsoft CRM by using the Microsoft CRM Assessment Import program
Error message when you try to access the Microsoft Dynamics CRM Web site: "You are not authorized to view this page"
you cannot access the field mappings area for the Invoice Product, Order Product, Opportunity Product, and Quote Product entities in Microsoft Dynamics CRM 3.0
You cannot modify system settings, add reports, download reports, or modify report properties in Microsoft CRM
Error message when you upgrade Microsoft Dynamics CRM: "Cannot DROP the index 'hind_%' because it is not a statistics collection"
Error messages are logged in the application event log in Microsoft Dynamics CRM 3.0: "E-mail was determined to have none of its recipients match" or "Server was unable to process request"
Error message when you use the Web client or the Deployment Manager in Microsoft Dynamics CRM, or when you install Microsoft Dynamics CRM: "80048015"
Error message when you try to access Reports in Microsoft Dynamics CRM 3.0: "The underlying connection was closed: Could not establish trust relationship with remote server
The Microsoft Dynamics CRM Workflow service may be stopped and set to "manual" after you upgrade the operating system to Windows Server 2003 R2
No records are imported when you use the Bulk Import feature in Microsoft Dynamics CRM
You cannot rename a campaign entity or the entity attributes in Microsoft Dynamics CRM 3.0
You receive an error message when you try to add, publish, or upload a report to Microsoft Dynamics CRM
You receive an error message when you try to add, publish, or upload a report to Microsoft Dynamics CRM
Some fields are not available as search criteria when you use Advanced Find in Microsoft Dynamics CRM 3.0
E-mail messages from internal Microsoft Dynamics CRM users are not delivered when you configure a Microsoft Dynamics CRM queue to receive e-mail messages
Error message when you try to open the "Fiscal Year Setting" dialog box in Microsoft Dynamics CRM 3.0 Small Business Edition: "An error has occurred. For more information, contact your system administrator"
Error message when you try to close a Task activity in Microsoft CRM 3.0: "Server Error in '/' Application"
The System Settings in Microsoft Dynamics CRM 3.0 reverts to the previous settings after you change the System Settings
E-mail messages are not being transferred back into Microsoft Dynamics CRM through the Exchange Router
How to move Microsoft Dynamics CRM 3.0 SQL databases from one server to a different server that is in the same domain
Error message when you try to upgrade to Microsoft Dynamics CRM 3.0: "Microsoft CRM 3.0 server setup did not complete successfully"
Internet Explorer 7 closes unexpectedly when you export records to Microsoft Excel in Microsoft Dynamics CRM 3.0
Error message when you try to log on to Microsoft Dynamics CRM 3.0: "Login failed for user NT Authority\Anonymous"
Error message when you complete Task activities in Microsoft Dynamics CRM 3.0: "Microsoft CRM Unhandled Error Details: Server Error in '/' Application"
An e-mail address is unresolved in the From field on the e-mail activity detail form in Microsoft Dynamics CRM 3.0
Error message when you delete a record in Microsoft Dynamics CRM: "Error: Deletion Service failed to clean up some tables"
The Outlook 2003 toolbar does not appear, and you receive an error message when you start Outlook 2003 on a computer that is running Microsoft Dynamics CRM 3.0
Warning message when you install the Microsoft Dynamics CRM 3.0 laptop client for Outlook: "The Server URL https://crm.com cannot be resolved into an IP Address. No such host is known
The "Actual Duration" field displays an incorrect value when you view the "Resolve Case" dialog box in Microsoft Dynamics CRM 3.0
-Error message when you try to start Microsoft Outlook after you install the Microsoft Dynamics CRM client for Outlook: "There is a problem communicating with the Microsoft CRM Server"
The number of search results that is returned is 5,000 when you set the "Count" attribute to 20,000 in Microsoft Dynamics CRM
Error message when you try to log on to the Web application or when you start a callout event in Microsoft Dynamics CRM: "Access is denied due to invalid credentials"
Error message when you submit an order or create an account in Microsoft Dynamics CRM 3.0: "The underlying connection was closed: An unexpected error occurred on a receive"
You may experience slow performance in the Microsoft Dynamics CRM client for Outlook and performance problems on the Microsoft Exchange server when you work online in Microsoft Dynamics CRM
Error message when you install Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers: "The SQL Server Reporting Services RSKeyMgmt utility failed with the exit code 1
Error message when you install Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers: "The SQL Server Reporting Services RSKeyMgmt utility failed with the exit code 1

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Microsoft Crm Articles

Welcome to Microsoft CRM articles section. The CRM articals listed below have been collected through various forums, websites, blogs and other resources. We have included the references to the originators where we can but if you feel that you should be credited for a given problem please contact us.

If you have a product or service that you would like to be included in the FAQ section, please contact us at FAQs@megasolutions.net

1. Microsoft CRM Integration articles

    1.1 Siebel E-Mail Attachments Import - C# and MS Transact SQL Example
    1.2 SharePoint Document Gateway
    1.3 Microsoft CRM Integration with Microsoft Retail Management System (RMS)
    1.4 Microsoft CRM Customization: Integration with third party SQL Application/Database
   1.5 Maximize Attachment size in MS CRM
    1.6 Show Associated activities in IFRAME
    1.7 Auto Numbers in MSCRM
    1.8 How to manually connect SQL Reporting Services to Microsoft Dynamics CRM 3.0
    1.9CRM does not use the default SMTP server to send e-mail messages
    1.10The System Settings in Microsoft Dynamics CRM 3.0 reverts to the previous settings after you change the System Settings
   1.11 How to authenticate specific user credentials by using the Microsoft CRM Security Model from an external process
   1.12 How to refresh Microsoft Business Solutions CRM form data from third-party applications
   1.13 How to use the Microsoft CRM Server and Microsoft CRM Sales for Outlook client MSDN Subscriber downloads
   1.14How to synchronize Microsoft Business Solutions CRM appointments with Microsoft Outlook
   1.15Microsoft CRM Integration with Navision – overview for programmer

2. Microsoft CRM Customization articles

    2.1 Technique of direct SQL programming
    2.2 Microsoft CRM Customization: MS Exchange Transport SMTP Event Sink
    2.3 Microsoft CRM Reporting by Fiscal Year
    2.4 Run Microsoft CRM Reports Off-Line
    2.5 Creating Dashboards with Performance Point 2007
    2.6 Error message when you save or update an entity or an attribute
   2.7 Creating The default values for Boolean attributes or for picklist attributes are not used when you convert a lead to a contact, to an account, or to an opportunity in Microsoft Dynamics CRM 3.0
   2.8 Creating How to add graphics to E-Mail Templates in Microsoft Business Solutions CRM

3. Microsoft CRM 4.0 articles

    3.1 Steps to Check for Custom Applications Upgradation to MS CRM 4.0
    3.2 Entity Relationships in MS CRM 4.0
    3.3 Hide Tab , Button base on Security Role in Javascript in CRM 4.0
    3.4 CRM 4.0 Code Sample

4.Microsoft CRM 4.0 Installation/Upgradation

    4.1 Microsoft Dynamics CRM 4.0 upgrade / installation issues
    4.2 Microsoft Dynamics CRM Client installation
    4.3 The existing databases are not compatible with this installation of Microsoft CRM.
    4.4 Outlook CRM prompts for username and password for multiple times
    4.5 The "PostCreate Callout" event does not run as expected when you send a fax
    4.6 The values in the Sender field and in the Recipient field are not exchanged when you click Incoming or Outgoing in the Fax dialog box in Microsoft Dynamics CRM 3.0
    4.7 When you render Microsoft Dynamics CRM grids that you have already rendered by using the Microsoft Dynamics CRM Web client, Microsoft Internet Explorer stops responding
   4.8 How to install SQL Server 2000 Reporting Services on the default named instance of SQL Server 2000 before you install Microsoft Dynamics CRM 3.0
   4.9 Error message when you try to go offline in the Microsoft Dynamics CRM client for Outlook: "The Microsoft CRM client for Outlook was unable to go offline"
   4.10 You Receive error messages in the Environment Diagnostics Wizard when you install Microsoft Dynamics CRM 3.0
   4.11 Error message when you run a report in Microsoft Dynamics CRM: "Reporting Services Error"
   4.12 Error message when you run a report in Microsoft Dynamics CRM: "Reporting Services Error" or "An Error has occurred during report processing" or "Login failed for user '(null)'"
   4.13 Internet Explorer hangs after opening a file attachment in Microsoft Business Solutions CRM
   4.14 Error message when you use the Web client or the Deployment Manager in Microsoft Dynamics CRM, or when you install Microsoft Dynamics CRM: "80048015"
   4.15 Error messages are logged in the application event log in Microsoft Dynamics CRM 3.0: "E-mail was determined to have none of its recipients match" or "Server was unable to process request"
   4.16 The URL in a contact form does not appear as a hyperlink when you open the contact form in Microsoft Dynamics CRM 3.0
   4.17 A corresponding activity is not created when you reply to an e-mail message in Microsoft CRM
   4.18 The business unit lookup window is limited to displaying 100 records and cannot filter by business unit name when you work with Microsoft CRM Security Roles
   4.19 How to turn off the "Go Offline" functionality for Microsoft CRM Sales for Outlook
   4.20 Internet Explorer stops responding when you use the bulk import wizard in Microsoft Business Solutions
   4.21 Internet How to run the Microsoft CRM-Exchange E-Mail Router without domain administrator credentials
   4.22Unable to successfully copy roles in Microsoft Business Solutions CRM
   4.23Unable to successfully copy roles in Microsoft Business Solutions CRM
   4.24How to add graphics to E-Mail Templates in Microsoft Business Solutions CRM
   4.25Error message Setup was unable to find an instance of the Microsoft CRM server components when installing Microsoft CRM Sales for Outlook 1.2
   4.26The option to reassign records is unavailable on Microsoft CRM Actions menu
   4.27Unsolicited email is being routed into Microsoft Business Solutions CRM when the system is set to only accept solicited email
   4.28How to find the version of the Microsoft CRM Data Migration Framework
   4.29- A corresponding activity is not created when you reply to an e-mail message in Microsoft CRM
   4.30 After you reactivate an existing sales process in Microsoft Business Solutions CRM Workflow 1.0, the sales process activities are missing
   4.31 How to enable the Service Calendar functionality in the Microsoft Dynamics CRM desktop client for Outlook
   4.32 How to modify the Web.config file to show more detailed error messages in Microsoft CRM
   4.33How to turn off the "Go Offline" functionality for Microsoft CRM Sales for Outlook
   4.34Internet Explorer hangs after opening a file attachment in Microsoft Business Solutions CRM
   4.35Receive a "Setup was unable to grant access to the Microsoft CRM databases" error message when you try to install the Microsoft CRM server by using installation content that you copied to a computer
   4.36Error message when you try to install Microsoft Dynamics CRM 3.0: "The Web site for installing SQL Reporting Services was not found"
   4.37Error "Setup was unable to install Microsoft CRM Server." occurs after you enter a license key during the upgrade of Microsoft CRM
   4.38The wrong word is used to describe the status of leads and of opportunities in the German version of Microsoft CRM
   4.39You receive an error message or you cannot see the Microsoft Dynamics CRM user records after you run the Sample Data Wizard in Microsoft Dynamics CRM 3.0
   4.40Some buttons and tabs are missing from the Microsoft Dynamics CRM 3.0 Web client
   4.41Error message when you register Microsoft Dynamics CRM by using the Microsoft Dynamics CRM Registration wizard: "The wizard requires an Internet connection to complete registration
   4.42Error message when you install Microsoft Dynamics CRM: "The specified path is not a metabase path. Parameter name:Path"
   4.43When you try to create a follow-up activity in Microsoft Dynamics CRM, the program opens the Form Assistant, but the Form Assistant is not loaded completely
   4.44Entity records may not appear correctly in Microsoft Dynamics CRM 3.0
   4.45Error message when you try to send e-mail messages in Microsoft Dynamics CRM from the Microsoft CRM Web client to recipients in a different domain: "Failed to Initialize Token"
   4.46Error messages when you use the .NET Framework 2.0 on the same server as Microsoft Dynamics CRM 3.0: "Reports.config has invalid schema, and could not be loaded. 0x80632900" and "Server Application Unavailable"
   4.47You receive a "You must provide a value for Decimals Supported" message when you try to save changes to a product that was imported into Microsoft CRM by using the Microsoft CRM Assessment Import program
   4.48Error message when you try to access the Microsoft Dynamics CRM Web site: "You are not authorized to view this page"
   4.49you cannot access the field mappings area for the Invoice Product, Order Product, Opportunity Product, and Quote Product entities in Microsoft Dynamics CRM 3.0
   4.50You cannot modify system settings, add reports, download reports, or modify report properties in Microsoft CRM
   4.51Error message when you upgrade Microsoft Dynamics CRM: "Cannot DROP the index 'hind_%' because it is not a statistics collection"
   4.52Error messages are logged in the application event log in Microsoft Dynamics CRM 3.0: "E-mail was determined to have none of its recipients match" or "Server was unable to process request"
   4.53Error message when you use the Web client or the Deployment Manager in Microsoft Dynamics CRM, or when you install Microsoft Dynamics CRM: "80048015"
   4.54Error message when you try to access Reports in Microsoft Dynamics CRM 3.0: "The underlying connection was closed: Could not establish trust relationship with remote server
   4.55The Microsoft Dynamics CRM Workflow service may be stopped and set to "manual" after you upgrade the operating system to Windows Server 2003 R2
   4.56No records are imported when you use the Bulk Import feature in Microsoft Dynamics CRM
   4.57You cannot rename a campaign entity or the entity attributes in Microsoft Dynamics CRM 3.0
   4.58You receive an error message when you try to add, publish, or upload a report to Microsoft Dynamics CRM
   4.59You receive an error message when you try to add, publish, or upload a report to Microsoft Dynamics CRM
   4.60Some fields are not available as search criteria when you use Advanced Find in Microsoft Dynamics CRM 3.0
   4.61E-mail messages from internal Microsoft Dynamics CRM users are not delivered when you configure a Microsoft Dynamics CRM queue to receive e-mail messages
   4.62Error message when you try to open the "Fiscal Year Setting" dialog box in Microsoft Dynamics CRM 3.0 Small Business Edition: "An error has occurred. For more information, contact your system administrator"
   4.63Error message when you try to close a Task activity in Microsoft CRM 3.0: "Server Error in '/' Application"
   4.64The System Settings in Microsoft Dynamics CRM 3.0 reverts to the previous settings after you change the System Settings
   4.65E-mail messages are not being transferred back into Microsoft Dynamics CRM through the Exchange Router
   4.66How to move Microsoft Dynamics CRM 3.0 SQL databases from one server to a different server that is in the same domain
   4.67Error message when you try to upgrade to Microsoft Dynamics CRM 3.0: "Microsoft CRM 3.0 server setup did not complete successfully"
   4.68Internet Explorer 7 closes unexpectedly when you export records to Microsoft Excel in Microsoft Dynamics CRM 3.0
   4.69Error message when you try to log on to Microsoft Dynamics CRM 3.0: "Login failed for user NT Authority\Anonymous"
   4.70Error message when you complete Task activities in Microsoft Dynamics CRM 3.0: "Microsoft CRM Unhandled Error Details: Server Error in '/' Application"
   4.71An e-mail address is unresolved in the From field on the e-mail activity detail form in Microsoft Dynamics CRM 3.0
   4.72Error message when you delete a record in Microsoft Dynamics CRM: "Error: Deletion Service failed to clean up some tables"
   4.73The Outlook 2003 toolbar does not appear, and you receive an error message when you start Outlook 2003 on a computer that is running Microsoft Dynamics CRM 3.0
   4.74Warning message when you install the Microsoft Dynamics CRM 3.0 laptop client for Outlook: "The Server URL https://crm.com cannot be resolved into an IP Address. No such host is known
   4.75The "Actual Duration" field displays an incorrect value when you view the "Resolve Case" dialog box in Microsoft Dynamics CRM 3.0
   4.76-Error message when you try to start Microsoft Outlook after you install the Microsoft Dynamics CRM client for Outlook: "There is a problem communicating with the Microsoft CRM Server"
   4.77The number of search results that is returned is 5,000 when you set the "Count" attribute to 20,000 in Microsoft Dynamics CRM
   4.78Error message when you try to log on to the Web application or when you start a callout event in Microsoft Dynamics CRM: "Access is denied due to invalid credentials"
   4.79Error message when you submit an order or create an account in Microsoft Dynamics CRM 3.0: "The underlying connection was closed: An unexpected error occurred on a receive"
   4.80You may experience slow performance in the Microsoft Dynamics CRM client for Outlook and performance problems on the Microsoft Exchange server when you work online in Microsoft Dynamics CRM
   4.81Error message when you install Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers: "The SQL Server Reporting Services RSKeyMgmt utility failed with the exit code 1
   4.82Error message when you install Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers: "The SQL Server Reporting Services RSKeyMgmt utility failed with the exit code 1
   

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