Showing posts with label CRM. Show all posts
Showing posts with label CRM. Show all posts

Monday, March 06, 2017

Strange error when deleting managed Solution

Seems like that Dynamics 365/CRM doesn't catch all dependencies for managed solutions. This is how you can find and remove one of the tricky ones I got when uninstalling a managed solution which was:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: During Solution Uninstall of Solution Id [solution-guid], cannot find any instances of the component with Component Id c97cd9d7-a0fa-4ed5-b360-3c2ad998a620 and Component Type 2.Detail: 
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ErrorCode>-2147220970</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
  <Message>During Solution Uninstall of Solution Id [solution-guid], cannot find any instances of the component with Component Id c97cd9d7-a0fa-4ed5-b360-3c2ad998a620 and Component Type 2.</Message>
  <Timestamp>2017-03-06T13:06:54.6280227Z</Timestamp>
  <ExceptionSource i:nil="true" />
  <InnerFault i:nil="true" />
  <OriginalException i:nil="true" />
  <TraceText i:nil="true" />
</OrganizationServiceFault>

After some thinking I figured that this was probably a reference to an attribute (Component type = 2) with the Guid = c97cd9d7-a0fa-4ed5-b360-3c2ad998a620 so I opened another attribute and then cut-n-pasted the url. And it seemed that you didn't have to worry about the entity guid:


https://<onlineorgname>.<globalcrmcenter>.dynamics.com/tools/systemcustomization/attributes/manageAttribute.aspx?appSolutionId=%7bFD140AAF-4DF4-11DD-BD17-0019B9312238%7d&attributeId=%7bc97cd9d7-a0fa-4ed5-b360-3c2ad998a620%7d&entityId=%7b70816501-edb9-4740-a16c-6a5efbc05d84%7d

Change <onlineorgname> to your org, and <globalcrmcenter> to the crm-subdomain you are using, which for EMEA is crm4.



You will then see the field editor, and can then show the dependencies of the field and remove all of them manually to make sure they are not bothering the Solution uninstall. After that "publish all" and retry removing the solution.


Gustaf Westerlund
MVP, Founder and CTO at CRM-konsulterna AB
www.crmkonsulterna.se

Thursday, November 06, 2014

Making CRM stick by using Dr. John Kotter 8 Step method - part 3 - Creating a sense of Urgency

This is the third part of the series of posts in the series where I am discussing how to use the Kotter 8 steps of change method when implementing CRM in an organization. The previous posts can be found here:
Part 1 - Justification
Part 2 - Overview

"Yeah, we had planned to bring up the decision for budgeting the new CRM system at the board meeting, but we had so many urgent issues that we just didn't have time. Maybe next time..."

Organizations everywhere are choked, especially the successful ones, the ones that have the resources to invest in CRM systems. The effect of this is that everyone can only work with the tasks at the top of their priorities. The first step of Kotter's 8 steps of change, is to create a sense of urgency. In the case of implementing CRM, this means that we have to be very specific about the effects of what will happen if do not implement this right now.

When doing this, we have to, as always, understand the receiver, understand this party's values and goals and try to address these. For instance, if the CEO is a very numbers oriented person you might try to work out how much time each sales person might save by using the new CRM and hence be able to put into working with selling more and generating x-% more income. If the CEO is more of a strategy and visions person, you might show her all the abilities she will get with the system and describing all the strategic advantages of this.

The bottom line is, you need to get the people with the decision power and the money to understand the importance of the CRM implementation project, in order for the project to be properly prioritized. If not, you risk being prioritized as number 11 in the list of the 10 item on the board meeting. And that dial does not go to 11.

Gustaf Westerlund
MVP, CEO and owner at CRM-konsulterna AB
www.crmkonsulterna.se

Sunday, October 26, 2014

Making CRM stick by using Dr. John Kotter 8 Step method - part 2 - Method overview

This is the second part in the series on how to make CRM implementations stick in an organization by using the 8 step method described by Dr. John Kotter of Harvard.

The first posting treated the fact that many organization do not consider a CRM implementation a change to the organziation of such a magnitude that it requires a change mangement approach such as the 8 step method. I think that it gives ample evidence for the reasons for why this is not so and that as many as a quarter of all failed CRM Projects could probably have been helped with better change management.

Kotter describes the following 8 step method can in broad terms be described in the following picture:
The Kotter 8 steps of Change
The method required that you complete each step before moving to the next step. It is hence not a toolbox from which you can pick and choose the things which are easy to implement.

As the method is very general and treats many types of organizational changes I will attempt to give some examples of typical problems and suggestions from a CRM implementations perspective.

In the following parts I will discuss the steps in detail, but in short they are:

Step 1: Establishing a Sense of Urgency - many organizations have lots on their tables. If you want your CRM Project to be prioritized and have the resources required, you had better make sure people understand that they need the new CRM system RIGHT NOW. Every week without it is $$$ lost.

Step 2: Creating a Guiding Coalition - You need the backing of the right people to have a successful Project. A CRM Project without the CEO, Head of Sales, Head of Customer Service, CIO will have some issues.

Step 3: Developing a Change Vision - You need to sell the CRM implementation to the people who are going to use it. You need to create a very clear and appealing vision of where the implementation is going.

Step 4: Communicating the Vision - The vision is not going to distribute itself to the users. Create an internal marketing plan for how to get the message out to all users.

Step 5: Empowering Broad-based Action - Make sure that who want to act on the vision can and are not hindered by technology, old procedures, backward colleagues etc.

Step 6: Generating Short-term Wins - Plan for short term wins. Otherwise the risk of being stopped in your tracks Before generating anything substantial is large.

Step 7: Never letting up - Make sure to keep the pressure. There might be bugs, some people might revert to Excel or stop using the system. Monitor usage.

Step 8: Incorporating Changes into the Culture - Not until the CRM system is truly a part of the Company Culture, a part of the management meeting, board meetings, sales meetings, will you have fully succeeded.

The next part in this series will be on the first step of this, the important part of establishing a sense of urgency.

You can find Dr. John P. Kotter's website here:
http://www.kotterinternational.com/about-us/who-we-are/john-kotter/

If you would like to read his excellent book, it is quite easy to find, for instance here: http://www.amazon.com/Leading-Change-With-Preface-Author/dp/1422186431/ref=sr_1_1?ie=UTF8&qid=1414356275&sr=8-1&keywords=Kotter


Gustaf Westerlund
MVP, CEO and owner at CRM-konsulterna AB
www.crmkonsulterna.se

Making CRM stick by using Dr. John Kotter 8 Step method - part 1 - Justification

During the CRM UG Summit I held a presentation on the subject of how to use the method described by Harvard professor John P. Kotter called the 8 Steps of Change to aid in the implementation of CRM in an organization. This is the first blog entry in a series which will discuss this subject. This first post will be on the question of if using this method is even justified?

Many companies do acknowledge that major change in the organization, like a fusion, changing from line to matrix organization, and so on, however, there are many companies that do not acknowledge that the implementation of a new CRM system is a change of such a substantial degree that it does require it to be handled as a change management Project.

If you are not already aware of the failure rates of CRM Projects, do have a look at the following links:

http://www.zdnet.com/blog/projectfailures/crm-failure-rates-2001-2009/4967
http://www.dmnews.com/63-of-crm-initiatives-fail/article/303470/

The numbers vary, if 70% failure or 30%, but the fact is that a substantial amount of Projects do fail and it is important to be humble to this in order to attempt to mitigate the possible risks of derailing the CRM investment.

Forrester researched 150 companies to find out which problems they were facing in their CRM initiatives as described here: http://blogs.forrester.com/william_band/12-03-01-dont_let_crm_pitfalls_trip_you_up

In short the problems can be divided into the following areas:
  • Creating a CRM strategy – 18% strategy,
    • inadequate deployment methodologies (40%)
    • poorly defined business requirements (25%)
    • lack of alignment on objectives (18%)
  • Re-architecting customer-facing processes – 27%
    • including technical/integration difficulties in supporting company processes (48%)
    • poor business process design (31%)
  • Selecting technology – 33%
    • perceived shortcomings in vendor solutions (30%)
    • a lack of skills needed to implement the solution (23%)
    • system performance shortfalls (19%)
  • Implementing customer-centric behaviors – 22%
    • slow user adoption (49%)
    • poor change management and training (36%)
    • difficulties aligning culture with new ways of working (15%) 

Several books could be probably be written based on this. From an implementation perspective, we can note that about 25% the companies, seem to be having no issues major problems with getting their CRM Strategy correct, they have managed to re-architect their processes and the have overcome all Technical issues, but still their issues lie with the implementation of CRM within the organization. If this is not justification enough that CRM is and requires dedicated and very deliberate change management within the organization.

As I Work as a Consultant, often contracted to implement CRM for a Customer, I would also like to note that Managing change within the organization is not something a temporary external party can do, why it is important to assign internal Resources at the implementing organization to drive the change management Project.

A final note, these numbers might be demoralizing if you are looking at starting you CRM Project or have started it, but I would suggest you look at it in another light. By seeing the problems and errors that others have faced and being open and transparent about your own issues you have a better chance of avoiding these pitfalls. I talked to one of the project leaders for one of the biggest infrastructure Projects in Stockholm which will be completed Before time and within budget. I asked her if she could give me one or two reasons why they were doing so well and she answered:
  • We have very senior and technically experienced people in the Project leadership committee
  • We have been very risk aware from the start, and have had weekly risk meetings


Gustaf Westerlund
MVP, CEO and owner at CRM-konsulterna AB
www.crmkonsulterna.se

Sunday, August 03, 2014

US Judge orders MSFT to hand over data stored in the EU

As I have previously discussed (on Software Advice in this article) the US laws regarding the rights for the US legal authorities to order US owned companies to hand over data is very strong. Hence, if one has sensitive data that might be of interest to any government agencies in the US, one should think once or twice about storing it in a data center owned by a US company (like Salesforce.com, Amazon, Microsoft, Google etc.).

A recent case in in New York has shown that this is not on theory but very much practice. In this case regarding an email account probably on outlook.com however the difference to SalesForce.com or CRM Online is purely academic.

On the positive side, Microsoft are fighting back trying to protect their customer, something I am very happy about. I do hope they do this for all customers.

The other direct positive side to this of course, is that Microsoft CRM can be aquired from other sources than from companies based in USA. For instance a standard CRM On-premise installation, or a partner hosted installation, which there are many service providers of, like Midpoint and our my own company CRM-Konsulterna in Sweden. SalesForce.com on the other hand, do not have this option, so if you have sensitive data, be careful, it might be ordered into the wrong hands.

Gustaf Westerlund
MVP, CEO and owner at CRM-konsulterna AB
www.crmkonsulterna.se

Wednesday, April 04, 2012

Swedish IRS hacked - shows glitch in responsibilies of online services for government agencies

There is currently rather a lot of media in Sweden about a computer system hosted by a larger Software Integrator outsourced by the Swedish IRS. This system was hacked and about 9000 client accounts were compromised. The discussion in the media is if this a government agency really can delegate this kind of responsibility to a third party or if there will always be some fundamental responsiblity for maintaining the security at the government agency? The security experts and even the Swedish Secretary of IT, Anna-Karin Hatt, indicated that this kind of responsibility could not be delegated.

This question is very relevant in the case of CRM systems in general and Microsoft Dynamics CRM in particular. It would then seem more or less impossible from an government agency CIO perspective to use any kind of cloud based service for line of business systems like CRM/xRM as this would imply that it is impossible to fully maintain the control required over the information in the system. This is no problem for us working with Dynamics CRM as it can be deployed on-premise, but bad news for anyone looking to work with SalesForce.com or any other pure cloud based service as they cannot be used in such conditions.

Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB
www.crmkonsulterna.se

Thursday, February 10, 2011

My first apperance as guest blogger

I have been asked by the very well renowned blog at Software Advice, to write a guest post and you can now read it at their site: Software Advice. It is a post concerning the legal problems of cloud based systems and where its data is stored. It is most uncertain which laws apply to the data, and the most probable outcome is that it will be viewed as subject to the country where it is stored. Something that might not always be beneficial to companies and organizations with sensitive data.

Please read it and leave your comment on the subject, it would be very interesting to read your view on the subject. I personally think it is very interesting and that it is one of the aspects of cloud computing that I feel often is neglected by companies.

Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB

www.crmkonsulterna.se

Tuesday, December 21, 2010

Interesting blog article on Microsofts Dynamics in the cloud

The Cloud is hot. Everybody seems to be talking cloud computing like it is the holy grail of computing. I try to have a bit more cold headed view of it since I am often faced with the complexities of integrating systems with each other, I often find that it can be very complex to integrate two systems residing in machines next to each other, adding a level of complexity by placing these machines on the internet does make integration more complex and costly.

The cloud does have its advantages though, for smaller companies, like my own, there is no need to own and run large servers. We, at CRM-Konsulterna, do not run any servers at all. The one server that we actually need, our lab environment, is actually hosted aswell, but on a infrastructure level.

I was tipped by Software Advice about an interesting article on Microsofts push on cloud computing for Microsoft Dynamics. You can read it here: http://www.softwareadvice.com/articles/accounting/microsoft-is-all-in-for-the-cloud-but-what-about-dynamics-1121310/. It addresses some quite interesting points from a Dynamics perspective, not only CRM.

I think that you need to understand the background in order to understand why Microsoft are pushing this so hard. The traditional on-premise deployment type of systems has always been Microsofts strongest area and Microsoft has for several reasons, like risk reduction, scalability etc. to have a business that is partner based. It is also heavily focused on adressing the IT part of customers business, which is natural when coming from their background.

The recent years have shown that companies like Google and SalesForce.com deliver very competent cloud based services and this seriously endagers Microsofts core business model since it shortcuts Microsoft offers by adressing the business decions makers directly and circomventing the IT-departments. This is a outspoken stragegy for companies like SalesForce.com.

So, what Microsoft tries to do is to compete on the cloud market and the on-premise market at the same time while still trying to hold on to their partner network and maintain their loyalty. This is of course quite complicated since many Microsoft partners have made a living by installing and selling Microsoft software. There are new models for cloud based service reselling but it does feel like there is going to be a bit of a downside for many partners.

From our perspective, as CRM-consultants, we are happy to offer CRM in any flavor since our main businesses is not selling the licenses but around helping our customers leverage the power of the system by adapting it to their needs. Hence it does not really matter if it on-premise or in the cloud.

However, from a technical perspective, we do recommend either partner hosted or on-premise since that substantially reduces the pains of integrations and adaptions compared to a Microsoft hosted solution. So, our recommendation to our customers is usually to choose partner hosted as that relieves  them of the burden of managing the server etc. and at the same time gives us all the advantages of adapting the system to their needs.

The fact that Hunter Richards mentions about the different architectures of the Dynamics ERP products is true but does not really affect Microsoft CRM since it has a good Cloud platform, even though there are some adaptations that only can be done on on-premise or partner hosted systems, it is a very competent and flexible Cloud system and the new version CRM 2011 is even better.

It will also be interesting to see how Microsoft will mange the partner channel in the future. It is something they, with their current business model cannot do without but at the same time something that slows them down a bit since partners naturally are slower to move than inhouse consultants.

Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB

www.crmkonsulterna.se

Tuesday, November 02, 2010

Importing organizations with custom reports

The import organization tool is very useful for setting up test or development environements with full production level data. However, I ran into a problem importing today, when importing the organization, I got the following fatal error:

System.InvalidOperationException: ExecuteNonQuery requires an open and available Connection. The connection's current state is closed.

After a bit of googling I found that this had been discussed in the CRM forums: http://social.microsoft.com/Forums/en/crmdeployment/thread/53c616e8-c454-48ec-9962-759071a82358

Since I imported the organization, mainly to work with duplicates processing, I just removed all custom reports from the CRM database manually and the import went just fine.

Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB

www.crmkonsulterna.se

Tuesday, September 07, 2010

IFD on Windows Server 2008 R2 problem with plugin registration

A customers system I was working on today has just been reconfigured to and IFD setup. The server is a Windows Server 2008 R2 and I had made sure that it worked on port 80 with NTLM/AD internally. However, when I tried to connect the plugin registration wizard in the normal manner, it just gave me an error:

"Request IP Address has different address family from network address."

I found and interesting thread on Egghead café where some guys had run in to the same problem.
http://www.eggheadcafe.com/software/aspnet/31655329/-crm-4-on-2008-server--ipv6-related-problem.aspx

So I did as they suggested, added the servername to the hosts-file to the IP 127.0.0.1. If you don't know what this means, it works as a local DNS. The IP 127.0.0.1 is assigned to always be the local computer and "localhost" is usually directed to this adress. You can try by browsing to it if you havn't tried.

The hosts file can be found in C:\Windows\System32\Drivers\etc\hosts. There are usually an entry or two in there so you can usually figure it out, the syntax is simple:

127.0.0.1 servername

If you tried pinging the servername before doing this, you would get the IP v6 address, after doing this, you will get an answer from 127.0.0.1 and after confirming this, you should have no problems getting it up and running.

Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB

www.crmkonsulterna.se

Wednesday, August 25, 2010

Focus to give value

I am currently in the middle of the blizzard of getting the company I am starting, up and running, taking care of all the customers we are moving from Hermelin IT-Partner, managing all the administration and so on. For us, you and me, who work with CRM, a customer centric approach should be obvious, so the customers are of course first why the webpage is still a bit slim.

One of my strong visions for the company is to be very focused. We will focus on the market leading CRM system, Microsoft Dynamics CRM and no other CRM systems or other systems at all. It is a very dynamics system and the possibilities are endless. On top of that there are huge numbers of third party products available and the only way of giving customers the best possible recommendations and services on how to adapt the CRM system and which 3:rd party product will give the customer the best bang for the buck is to focus. It is hard enough with just such a huge system as Microsoft Dynamics CRM, that working with more than it is just not possible.

Lauren Carlson at Software advice has assembled a list of their 15 favorite verticalizations for Microsoft Dynmaics CRM. It a good list to have in the back of you head when speaking to customers, why invent the the wheel twice? Have a look at it here: http://www.softwareadvice.com/articles/crm/microsoft-dynamics-crm-industry-solutions-our-20-favorites-1082010/ . These most certainly will give your customers a bigger bang for the buck.


Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB

http://www.crmkonsulterna.se/

Thursday, August 12, 2010

New times!

I am starting a new company together with Hermelin IT Partner (http://www.hermelin.com/). This new company will be named CRM-konsulterna, (CRM Consultants in Swedish) and will focus on Microsoft Dynamics CRM and related products only. We will drive to attract the foremost Microsoft Dynamics CRM consultants in Sweden and be the Dynamics CRM partner for customers in Sweden and also be the driver of Microsoft Dynamics CRM in Sweden in general. However, Rome wasn't built in a day and neither will this.

Are you interested in joining us or want to learn more of how we can help your company reach new heights, please send me an email at myfirstname.mylastname@crmkonsulterna.se and I think you can figure out what you need to change in that adress.

Gustaf Westerlund
President, Chief Architect and co-Founder at CRM-konsulterna AB

http://www.crmkonsulterna.se/

Wednesday, March 03, 2010

New version customization manager

My friend and colleague Daniel Halan has released a new version of his program CRM Customization Manager. It is a very very useful tool for handling customizationfiles for Microsoft Dynamics CRM. It can handle exporting from one system and importing to another from the same GUI. You can choose to export only javascripts, you can change the datatype of attributes and keep the data.

It is an essential tool for all Dynamics CRM professionals and Daniel is way to alturistik in my view to be giving it away for free.

You can read more about it and download it here http://blog.halan.se/.

Gustaf Westerlund
Microsoft Dynamics CRM Chief Architect

Logica
www.logica.com

Monday, March 01, 2010

Reporting Services Windows Service wouldn't start

I created a new differencing disk of a CRM virtual machine today and I had some troubles getting Reporting services up and running. The service simply wouldn't start. I had previously used the same virtual harddisk base for other systems so I found it a bit strange, it should work.

When I looked in the event viewer it showed the error "Report Server (MSSQLSERVER) cannot connect to the report server database.".

I looked around a bit on the net and found a reference to the following which helped:

http://support.microsoft.com/kb/839803

I concernings increasing the timeouts of pipes in the system to 60 seconds instead of 30. This might be needed on VPC:s that are not so fast and might not get the service up and running fast enough.


Gustaf Westerlund
Microsoft Dynamics CRM Chief Architect

Logica
www.logica.com

Friday, October 23, 2009

Could not find GUID for server...

Interesting error today.

All of a sudden our development server stopped working. We got the following error in CRM:
Microsoft CRM Error Report:



Error Details:


Could not find GUID for server: CRMSERVER$


Full Stack:


[ActiveDirectoryObjectNotFoundException: The local computer is not joined to a domain or the domain cannot be contacted.]


at System.DirectoryServices.ActiveDirectory.Domain.GetComputerDomain()


at Microsoft.Crm.BusinessEntities.SecurityUtils.GetGuidFromServerName(String serverName)...
 
It seems that it was caused by the fact the the domain servers DNS was down. I have read of other causes for the same error, but make sure that the DNS service of the domain server is up and running.
 
Gustaf Westerlund
Microsoft Dynamics CRM Chief Architect

Logica
www.logica.com

Tuesday, October 20, 2009

SharePoint 2010

The NDA of the new version of SharePoint 2010 has been lifted and hence a lot of new functionality is out!

You can read a lot about it on the SharePoint Team Blog here: http://blogs.msdn.com/sharepoint/archive/2009/10/19/sharepoint-2010.aspx

From a CRM perspective, this is very interesting. The new version of CRM is rumored to have a much tighter integration with SharePoint, so from that perspective it is almost essential to learn a bit more about SharePoint.

There are some areas of SharePoint that are of special interest from a CRM perspective:
  • Enhance BI functionality including performance Point server now included in the new SharePoint
  • Business Data Catalog enhanced - an excellent tool to work with in relations to CRM
  • Enhanced Document Management - one of the weaker parts of Dynamics CRM 4 is the built in document management so integration with SharePoint in regards to document management is often used.
  • Enhanced API and development capabilities. When integration with SharePoint development is often required to create the necessary functionality. The SharePoint API is currently ok but compared to the excellent API of Dynamics CRM, it can do with an upgrade. Hopefully to the mark set by Dynamics CRM.
So that is all good news.

However, there is still one major issue from a CRM - SharePoint integration perspective that Microsoft REALLY need to address and that is the licensing issues of SharePoint users working in a very slight way with CRM data by, for instance, looking at data from a data warehouse in SharePoint with drill-down functionality. Today, all users with access to this need to have a full read only CRM license. Similarly, if there is a webpart used in SharePoint to create leads in CRM, but with no other need for access, a full CRM CAL is required for all users of the Intranet since they are employees and hence cannot use the external connector license. This is preposterous! Please Microsoft, we really like CRM, and we want to pay our dues, just make it fair!


Gustaf Westerlund
Microsoft Dynamics CRM Chief Architect

 
Logica
www.logica.com

Sunday, October 18, 2009

Strange problem with Country and Country Code

A couple of days ago I had the wierdest error. We have added some fields on Acccount and a new entity called Billing Account so that there is Contry and Country Code in both. The wierd thing was that when I opened the tab with the field, after about 1 second, the country changed to "United States" and the country code to "1". This even happened to the custom entity.

I was confused. The country code was supposed to be according to the so and so ISO standard, where Sweden is SE. Hence 1 was very incorrect. I started looking if some tired programmer might have added some javascript or similar but found nothing out of the ordinary. Then I though I'd just like to see what happens when I run IE directly from the CRM server, and praise and behold, it didn't change the field! That narrowed it down. First I thought it was google Toolbar, so I uninstalled it, but the error was still there. Then I tried running IE in InPrivate surfing and then it didn't change it! So, there must be some plugin in IE that causes it. After some uninstalling and testing I found it, Swedbank has this "e-kort" or e-card program that let's you generate a one-time VISA number, this was the program that caused this error. It is probably some program this Swedish bank has bought from some american company and it has this weird feature.

Well, that just teaches you, don't install a lot of crap into IE. :)

Gustaf Westerlund
Microsoft Dynamics CRM Chief Architect

Logica
www.logica.com

Create replacement entities

Sometimes, using a standard entity like product or invoice might not be the most optimal choice. Often due to the fact that there is quite a lot of business logic built into these entities. Therefore it is somtimes better to create you own entity instead. However, if you try to create a new entity with the name "Product" you will notice that it cannot be done since there already is an entity with that displayname.

The solution is quite simple, change the displayname of the built in product to "Old product" and remove all rights for all users to it and it will disapear for all normal users. You can then create your new entity with the displayname "Product".

Gustaf Westerlund
Microsoft Dynamics CRM Architect

Logica
www.logica.com

Friday, September 11, 2009

VPC:s and Shared Networking

I used VPC:s all the time and we often clone VPC:s to all project members. However, there is a very tricky part of VPC:s and Microsoft CRM environments and this concerns SID:s.

As you might know, each windows machine has a SID, which is supposed to be a unique identifier for the machine. Exactly when it is used, I am not certain of but I know that you can get into a whole lot of strange trouble if you have two computers with the same SID on the same LAN.

It can easily be changed on any normal windows machine or server with forinstance the tool newsid. However, there is one type of machine that you cannot change SID on and that is a domain controller.

To ease the managing of normal VPC:s it is usually best to create VPC:s that contain everything in one. That is, Windows server, Domain controller, SQL Server, Reporting Services, Visual Studio 2008 and, of course, CRM.

So, we have several VPC:s that have the same SID and we have people sitting next to eachother running them at the same time. The only network setting that can be selected, to still conect to the internet in the VPC is hence, Shared Networking.

This setting is actually a small local network in it self with a NAT (Network Address Translation)/ DHCP server/switch in the VPC host program.

I noticed a problem today when I started up a VPC and noted that I had forgotten to connect the network cable. After I had inserted the network cable and my host PC had full access, I still had problems getting an IP address and a propper connection to the internet from my VPC.

After some fiddeling with trying to run ipconfig /release, ipconfig /renew and sleeping the VPC, I finally shut down the host program and opened the VPC again after which I ran ipconfig /renew, finally it worked.

My interpretation of this is that the NAT/DHCP server need to have a working network connection in the VPC to intitialize properly. Since I didn't, it just miss started and my VPC:s never got any proper IP:s. The only possible way of restarting it is to restart the VPC host program. After it has been started, you just have to run ipconfig /renew to get a new IP from the VPC DHCP/NAT server.

Gustaf Westerlund
Microsoft Dynamics CRM Architect

Logica
www.logica.com

Monday, September 15, 2008

Mark appointment as complete from Outlook?

When attempting to execute some of the more common tasks of everyday work as a salesperson, my colleague Joakim Westergren and I found that there actually isn't a way of marking an appointment as complete from the normal appointment window in Outlook (like for instance a Task). If any of you reading this, know of a way, please let me know.



We did find a workaround however. We told the salespeople that when an appointment was to completed, to just add the words "DONE" or some other special character like "§" after the normal text in the description field. A workflow had been created that is triggered on changes to the description field and it checks to see if the text inside the field ends with "DONE" or the designated character. If so, the status of the appointment is changed to "Completed".



I realise that this isn't a perfect solution, a button would be suitable and less prone to error, but at least it is one way of handling it. I would be very intrested in any other solutions that you might have experience of, please leave a comment if you have any suggestions.



(Of course you can always open the CRM window and click "Save as completed" but that introduces a new GUI and complicates things for the users, we are looking for a simpler approach, just using Outlook)



Gustaf Westerlund
Microsoft Dynamics CRM Architect

Logica Sweden
www.logica.com