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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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SYMPTOMS


When you try to upgrade from Microsoft CRM 1.2 to Microsoft Dynamics CRM 3.0, you may receive the following error message:
Microsoft CRM 3.0 server setup did not complete successfully.
Additionally, you may find the following error message in the setup log:
Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed.
The Snapshot Agent corresponding to the publication 'OrganizationName_METABASE' could not be dropped. Could not drop the publication.
The Snapshot Agent corresponding to the publication 'OrganizationName_MSCRM' could not be dropped. Could not drop the publication.

CAUSE


This problem occurs because the Microsoft CRM 3.0 setup process cannot drop the replication that is used for the MSCRM and METABASE databases.

RESOLUTION
To resolve this problem, follow these steps:
1. Uninstall Microsoft CRM 3.0, and then restore the Microsoft CRM 1.2 database. To do this, follow these steps:
a. See the following article in the Microsoft Knowledge Base:
915094 (http://kbalertz.com/Feedback.aspx?kbNumber=915094/) How to roll back an upgrade from Microsoft Business Solutions CRM 1.2 to Microsoft Dynamics CRM 3.0
b. Complete the following sections of the article:
• "How to uninstall the Microsoft CRM 3.0 binary components"
• "How to roll back the Microsoft CRM databases to Microsoft CRM 1.2"
Note You do not have to reinstall Microsoft CRM 1.2.
2. Enable publishing. To do this, use one of the following methods.
Method 1
If Microsoft CRM Deployment Manager is still installed, follow these steps:
a. Log on to the Microsoft CRM server as a Microsoft CRM System Administrator user.
b. Click Start, point to Programs, point to Microsoft CRM, and then click Deployment Manager.
c. In Deployment Manager, click Server Manager, right-click the name of the Microsoft CRM server, and then click Configure SQL Server.
d. Click the instance of Microsoft SQL Server in the SQL Server list, click Next, and then click Finish.
Note If you cannot enable publishing by using Deployment Manager, follow the steps in method 2.
Method 2
If Microsoft CRM Deployment Manager is unavailable, follow these steps:
a. Log on to the instance of Microsoft SQL Server as a SQL Server administrator user.
b. Click Start, point to Programs, point to Microsoft SQL Server, and then click Query Analyzer.
c. In the Connect to SQL Server dialog box, click the instance of Microsoft SQL Server in the SQL Server list, and then click OK.
d. Click the OrganizationName_MSCRM database in the list of databases.
Note OrganizationName represents the actual organization name.
e. Run the following script in SQL Query Analyzer.
EXEC p_CRMReplicationSetup
'', '', '',
'', '',
'', ''
Notes
In the script, represents the actual SQL Server name.
In the script, represents the actual MSCRM database name. This name has the following format:
OrganizationName _MSCRM
In the script, represents the actual METABASE database name. This name has the following format:
OrganizationName _METABASE
OrganizationName represents the actual organization name.
• In the script, represents the path of the Repldata directory on the SQL server. By default, this path is the following path:
C:\Program Files\Microsoft SQL Server\Mssql\Repldata
In the script, represents the actual SQL logon group name. This name has the following format:
DomainName\SQLRepl {GUID}
Note DomainName represents the actual domain name. GUID represents an actual GUID. For example, the GUID could be the following string:
E5334FB9-440A-4BD8-A19A-0FA54E6B248C
To find the SQL logon group name, follow these steps:
1. On the computer that is running Microsoft SQL Server, click Start, point to Programs, point to Microsoft SQL Server, and then click Enterprise Manager.
2. In Enterprise Manager, expand Microsoft SQL Servers, expand SQL Server Group, expand the instance of the server where Microsoft CRM was installed, expand Security, and then click Logins.
3. Right-click DomainName\SQLRepl {GUID}, and then click Properties.
4. In the Properties dialog box, click the Database Access tab.


5. The SQL logon group names are the names in the User column. You can use one of these names.
In the script, represents the distribution database name. This name that has the following format:
OrganizationName_MSCRMDistribution
Notes
If you do not see this database in SQL server, specify the database name as OrganizationName_MSCRMDistribution.
OrganizationName represents the actual organization name.
3. Verify that the replication components were created. To do this, follow these steps:
a. Log on to the SQL server as a SQL Server administrator user.
b. Click Start, point to Programs, point to Microsoft SQL Server, and then click Enterprise Manager.
c. In Enterprise Manager, expand Microsoft SQL Servers, expand SQL Server Group, expand the instance where Microsoft CRM was installed, and then expand Replication Monitor.
d. Expand Publishers, and then expand the SQL server.
Note You can find two publishers. One has the prefix CRMMetaPub, and the other has the prefix CRMPub.
e. Click CRMMetaPub, right-click Snapshot, and then click Start Agent.
f. Click CRMPub, right-click Snapshot, and then click Start Agent.
Notes
The snapshot publications may take from five to ten minutes to finish.
After the CRMMetaPub snapshot is completed, you receive the following message:
A snapshot of 79 article(s) was generated.
After the CRMPub snapshot is completed, you receive the following message:
A snapshot of 93 article(s) was generated.
g. Verify that the schedule for the snapshot jobs was deleted. To do this, follow these steps:
1. Right-click the CRMMetaPub snapshot, and then click Agent Properties.
2. In the Agent dialog box, click the Schedule tab.
3. Highlight all listed jobs, click Delete, and then click OK.
4. Repeat steps g1 through g3 for the CRMPub snapshot agent.
4. In Enterprise Manager, right-click Replication, click Disable Publishing and Distribution, and then follow the instructions that appear on the screen to disable the replication.
5. Delete the ASReplicationObjects table from the MSCRM and METABASE databases.

6. Repeat step 3.
7. Upgrade Microsoft CRM 3.0 again.

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