Monday, December 31, 2007

Merry Christmas and a Happy New Year

31 December 2007, the last day of the year. I hope that everyone had a wonderfull Christmas and I wish everyone a happy and healthy 2008. Please enjoy the last few hours of 2007 and be carefull with all the fireworks. Last but not least I hope that 2008 will be the year of Microsoft Dynamics CRM:)

Sunday, December 23, 2007

Leaving Atos Origin, starting for iRelate B.V.

Last wednesday was my final day with Atos Origin. From the 1st of January I will be working for iRelate Netherlands B.V. More information will be followed.

Thursday, December 13, 2007

SOLVED: HTTP status 401: Unauthorized Error

Today Microsoft Customer Support & Services has solved our issue with the customer.
Short summary is given below.

Error:
When we try to connect to the Reports Module in Microsoft Dynamics from a desktop (browser) but we receive a
Server Error in '/' Application.
The request failed with HTTP status 401: Unauthorized.
We also get the same error when we try to connect to Settings\Organization Settings\System Settings. When we're loggin into the server (by Remote Desktop) we don't get any errors.
Note that there are 2 ip-addresses configured and DNS is resolving an other ip-address than the server is opening Microsoft Dynamics.

Solution:
Reports in Microsoft Dynamics CRM 3.0 require Kerberos authentication if Microsoft Dynamics CRM and SQL Server Reporting Services (SSRS) are installed on different computers. This requirement means that you cannot use NTLM negotiation.
Add the NTLMForSQLRSServer reg key on the server side.

  1. On the Microsoft Dynamics CRM Server, click Start, click Run, type regedit , and then click OK.
  2. Open the following registry key: HKLM\Software\Microsoft\MSCRM
  3. Right-click MSCRM, point to New, and then click DWORD value.
  4. Type NTLMForSQLRSServer .
  5. Double-click NTLMForSQLRSServer , type 1 , and then click OK.


Tuesday, December 4, 2007

HELP WANTED: HTTP status 401: Unauthorized Error

Dear CRM colleagues,
I have some errors in a development environment of one customer. I receive the following error on the Reports module and Organisation Setting:
Server Error in '/' Application.
The request failed with HTTP status 401: Unauthorized.
Please see some screenshots below. I have checked the Trust for Delegation with the SPN accounts. These are all correctly set. Who has any ideas? Please leave a message on this post for any sollution or remakrs.
Thanks!


Reports error:
Organisation Settings error:
Trust for Delegation setting:

Monday, December 3, 2007

Microsoft Dynamics CRM Visio Shapes

If you're working with Microsoft Visio, you can download some really cool Microsoft Dynamics CRM Visio Shapes. These shapes can be used for different designs and can be downloaded here.
See screenshot below.

CRM time difference

We are struggling with a time difference of 9 hours for a while. The operating systems are configured to the GMT +01:00 timezone but CRM was configured to the GMT -08:00 timezone. You can change the CRM timezone setting by clicking on Tool - Option

You will get the screen below:




Change the timezone settings to GMT +01:00 and apply these setting.


This will solve your problems, good luck.

Friday, November 30, 2007

Error creating new user in Micorsoft Dynamics CRM 3.0

Today I tried to add a new user in Microsoft Dynamics CRM and received the following error:
Exception from HRESULT: 0x8004022C.

For some reason, when I try and add a couple of my users via the Web GUI using thier \ combination. After entering that info and hitting a tab, fields in the new user form were populated with data from the Active Directory. What was not apparent at first was the fact that the address field on the Addresses Tab was getting populated with a lot of data (appears to be multiple Active Directory fields concantonated together into the one field). After deleting the data in the field I was able to successfully create the users.

Thursday, November 29, 2007

A schema validation error has been detected

Today I received the following error message while importing the customizations from development to production environment:
The selected customization file does not conform to the required customization file schema. A schema validation error has been detected at line...., position ...

This error shows up if you want to import a customizations file which has been exported from a system which has the Update Rollup package 2 installed.There may be multiple reasons for this error to show up, but at least one of them is the existence of one of these lines in your code:
01To solve the error message, just remove the line from the code or install the rollup 2.
This can be downloaded from the Microsoft Corporate Site.

Wednesday, November 28, 2007

End user / Administrator Training Relationship Charts

Today I will attend my first training for the Relationship Charts by SalesCentric. Of course I will let you guys know all the new features and my opnion of this add-on. For more information, please read my article of SalesCentric on my blog or visit their website.

Flip the Script 34 Scripts and Ideas for Getting Back at Telemarketers

InsideCRM just posted an article " Flip the Script: 34 Scripts and Ideas for Getting Back at Telemarketers " For the interested people, you can read this article by clicking on the link. Many thanks to Amy S Quinn.

Tuesday, November 13, 2007

Microsoft Dynamics CRM 4.0 RC0 Release

Microsoft just announced that the Release Candidate can be downloaded from the Partner Source for partners only. The images consists of 4 RAR files and contains a Microsoft Dynamics CRM 4.0 server, an Outlook client, SQL 2005, Exchange 2003 and Visual Studio 2005.
This Virtual PC image can be used only for demonstration purposes and will expire on the 30th of november 2008.

Friday, November 9, 2007

Succeeded for the CRM Leergang at Beeckestijn Business School

Last wednesday we had our final presentation of our Neerlandt Verzekeringen 1890 case, and succeeded of course. Following an education besides working hours is not easy, but I am glad that I have done this. Now I have a more general business background on CRM what comes very handy besides my technical and functional backgroud. Pictures will be posted asap.

Monday, November 5, 2007

Relationship Charts Part 1 - SalesCentric

Last friday I attend a demo of SalesCentric. SalesCentric has been reading my blog and invited me to join a GoToMeeting and Confenrence Call.

SalesCentric was established in 2003. It helps large enterprises drive growth with customer relationship management (CRM) solutions that transform the performance of business development activities.
One of the products of SalesCentric is Relationship Charts. This new add-on will revolutionize how you see accounts. They will no longer be meaningless lists of contact names.
Key features:
  • Drag and drop actions to create, update information
  • Right-click context menu makes interaction quick and easy
  • Export chart to Excel to print, email, post to web
  • Add notes to contacts & organizations on the chart
  • Link charts for easy navigation – Drill into information
  • Changes made on chart are updated into the CRM database
  • Lock chart so no further changes can be made – either from chart itself or CRM database
  • Administration tools built-in to CRM – No programming!
  • Available in local languages

Some screenshots:

Standard view in Microsoft Dynamics CRM

Relationship Chart Add-on

Export functionality to Microsoft Excel


A lot of customers are asking for this kind of functionality in CRM. Making the Business Units, Security Rolls and data (account & contact information) visual in CRM, helps the customer to get a better insight in their processes and data. I'm looking forward to work with this great add-on. Of course I will let you know my findings and the customer opinions, so to be continued...

Thursday, November 1, 2007

Error message when you try to access Reports in Microsoft CRM 3.0: "Server Error in '/' Application"

When you try to access Reports in Microsoft Dynamics CRM 3.0, you receive the following error message:
Error An error has occurred. For more information, contact your system administrator.

If the DevErrors value is set to "On" in the Web.config file, you receive the following error message:
With Dev Errors: Server Error in '/' Application.

The request failed with HTTP status 401: Unauthorized.

To resolve this issue, check the following links:

  1. Microsoft CRM 3.0: Additional Setup Tasks Required if Reporting Services Is Installed on Different Server.
  2. How to configure IIS to support both the Kerberos protocol and the NTLM protocol for network authentication.

Thursday, October 25, 2007

The Web Entrepreneur's Customer Service Toolbox: 100 Hacks and Resources

I recently come accross an article of InsideCRM.com For the interested people, please read the article below and let me know you opinion.

Solution Server Error in '/Reports and ReportServer' Application

After a short chat with Michael I was able to solve this issue. If you have the same problems, please ensure that the ASP.NET versions are set correctly (2.0 for SQL and 1.1 for CRM) and add Network Service to the folder permissions and grant write access. See screenshot below.

Wednesday, October 24, 2007

Server Error in '/Reports and ReportServer' Application

After installing Microsoft SQL Server 2005 Enterprise Edition, I checked the Reports and Reportserver but received the following errors:





Does anyone have experiences with this kind of problems? Please let me know and leave a message on my post. Thanks in advance.

Wednesday, October 17, 2007

Update RFP's London UK

Last friday I received a phone call of one of my colleagues in London that one RFP that I have worked on has been won by Atos Origin UK. Congratulated with this assignment. Let's hope that this will be a succesfull implementation and perhaps I can help my colleagues in the UK.

Friday, October 5, 2007

Hyves Microsoft Dynamics CRM Community Created

Today I started a new community on Hyves for Microsoft Dynamics CRM. Please join this community if you like, for more information check Hyves:)

Thursday, October 4, 2007

2nd error update regarding vanishing tab names

Just had a look at the Titan newsgroups and it seems that this issue is already reported as a bug for the CTP3 release. Hopes that this will be solved in the next release.

1st error solved regarding Reporting Error CTP3

Just had a quick contact with Menno te Koppele and he indicated me that I need to install the SRS connector of the SQL 2005 CD. I just installed SP2 of SQL 2005, but that wasn't enough.
On the server cd of Microsoft Dynamics CRM 4 CTP3 you can also find a folder of the SRSDataConnector. Please run the setup and this should solve your problems.
Many thanks to Menno.

Wednesday, October 3, 2007

Upgrade Errors CRM 3.0 to CRM 4 CTP3

Hello all,


During a upgrade of CRM 3.0 to CRM 4 CTP3, I recieved some error. Please post a comment I you have any experiences with these errors. Thanks in advance.

The erros I received are:
  1. Reporting Error: Reports cannot be run because the Connector for Microsoft SQL Server Reporting Services, a required component for reporting, is not installed on the server that is running Microsoft SQL Server Reporting Services.
  2. Custom Entities Error: An error has occurred. For further information, contact your system administrator. There are no tabs available in the custom entities.

Tuesday, October 2, 2007

Microsoft Dynamics Sure Step Methodology

Just a short post regarding the Microsoft Dynamics Sure Step Methodology. For Microsoft CRM 1.2 was the ITK (Implementation ToolKit). This toolkit could also be used for Microsoft Dynamics CRM 3.0. Microsoft Dynamics has released a new toolkit for the Dynamics Suite, so not just for CRM only. This methodology can be used for all versions included the new Titan release.

Microsoft Dynamics Sure Step provides partners, customers and Microsoft Consulting Services with end to end, business process flows that guide users through field-tested best practices, proven project management principles and user-friendly tools, enabling deployment, migration, configuration and upgrade of Microsoft Dynamics products.

Please note these events are only for Partners on a Service Plan.

Monday, September 24, 2007

Hans at London Atos Origin

Hello, the next two weeks I will be in London for Atos Origin. I will help Atos Origin UK with some CRM proposals and as a Business Analyst Roll. Please check my personal blog for my stories of pictures.

Friday, September 14, 2007

Microsoft Dynamics Newgroups

When having a problem, please check the Microsoft Dynamics Newsgroups and perhaps you find your sollution on this website. You can also find related KB articles regarding Dynamics issues here.

Wednesday, September 12, 2007

Beeckestijn Business School - Leergang CRM

Just arrived home after my first class of the "Leergang CRM" at Beeckestijn Business School. I must say, following an eductions in combination with work is best heavy. But nothing to complain, the content of this education is very instructive. The first teacher was Egbert Jan van Bel. Please search the best man on Google. He is one of the best Marketing Director in the Netherlands and a well know teacher in the CRM world. Two of his famous books are Event Driven Marketing and "KlotenKlanten". Looking forward to my next college. I will keep you guys informed on my blog.

Giving Training MB2-421&422 at Compu'Train

I will be giving the CRM 3.0 MB2-421 & MB2-422 training the next 6 working days at Compu'Train The Netherlands. Today 6 new potential CRM consultants are started at Atos Origin. I will be giving them a full trainings program of the installation & configuration and customization of Microsoft Dynamics CRM 3.0. Any suggestions or comments can be posted here, so please leave your messages. Thanks in advance.

Useful download links

Today I posted a few links of programs that I often use. These programs are running under Operating Systems Windows XP and Vista.


Tuesday, September 11, 2007

Microsoft Dynamics CRM 3.0: Compare editions

Microsoft Dynamics CRM 3.0 is available in two editions: Microsoft Dynamics CRM 3.0 Small Business Edition and Microsoft Dynamics CRM 3.0 Professional Edition. Key distinctions between Microsoft CRM Small Business Edition and Microsoft CRM Professional Edition are outlined below. Click on the images to enlarge.







Microsoft Dynamics CRM 3.0 VPC (Extended May 2006 Edition)

Microsoft released on september 6th the extended may image of 2006. The ZIP files can be downloaded on the Microsoft Corporate Site. Note that this image wil expire on the 30th of June 2008.

Monday, September 10, 2007

Annoucement 1st CRM User Group, October 4th

Today is my first workday after my vacation. I recieved an invitation for the 1st CRM User Group Session in The Netherlands. The topic for this meeting is: Implmentation and Migration of Microsoft Dynamics CRM. Ronald Lemmen will be the guest participant. He is a CRM MVP of Avanade. Check also the website of the Dynamics User Group for the latest news and meetings. I will post a summary of this meeting after the 4th of October.

Wednesday, September 5, 2007

Microsoft Dynamics CRM 3.0 Virtual PC Demonstration - August 2007 Release

Yes, finally after my vacation to Hammamet Tunesia I read on Menno's blog that the new image has been released on august 16th. I am downloading the image right now and I will let you guy know the new features and perfomance on my laptop. To be continued in the next two weeks...

Just back home from my holiday

Dear Blog readers,

First I must apologize for not posting any messages/articles on my blog. I have been to Tunesia for 15 days and not been able to go on the internet from my hotel. I will update my blog in the next two weeks.

With kind regards,

Hans Veldman

Thursday, August 16, 2007

Start with twitter

This I saw on Menno's Blog: Twitter??? W'hat's that??? So....
Today I started with twitter. From this moment on you can follow all my activities regarding my blog, so are you curious, please check the website and follow me.

Tuesday, August 14, 2007

Quick Create Account and Contact

Today I discovered how to create a quick Account or Contact. I am working with Microsoft Dynamics CRM 3.0 for more than two years now, but never discovered this functionality. So please check a few screenshots I took of my image.


Open your CRM website







Click on New Account







Click on Parent Account or Primary Contact


Click on New (on the left below) in the field Lookup Records










Quick Create Account and Contact Field







Tuesday, August 7, 2007

Your working day with Microsoft Dynamics CRM

As mentioned in my previous blog, the booklet is finally online. A CRM Blog colleague Simon Hutson has posted this booklet on his blog. The booklet can be read online or download a .pdf copy here.

Monday, August 6, 2007

Microsoft Dynamics CRM 3.0 Download Links

Below you find an overview of useful downloads concerning Microsoft Dynamics CRM 3.0:

Microsoft Dynamics CRM 3.0 Courses & Certifications

Below you find an overview of all available courses and certifications for Microsoft Dynamics CRM 3.0. I did all my courses at Compu'Train and InfoSupport Belgium.

The following courses are available at Compu'Train (http://www.computrain.nl/):
  • Microsoft Dynamics CRM 3.0 Installation & Config. - 3 Days
  • Microsoft Dynamics CRM 3.0 Customization - 3 Days
  • Microsoft Dynamics CRM 3.0 Applications Professional - 2 Days
  • Microsoft Dynamics CRM 3.0 Administration - 2 Days
  • Microsoft Dynamics CRM 3.0 Data Migration - 1 Day
  • Microsoft Dynamics CRM 3.0 Sales Management - 1 Day
  • Microsoft Dynamics CRM 3.0 Marketing Automation - 1 Day
  • Microsoft Dynamics CRM 3.0 Service Management - 1 Day
  • Microsoft Dynamics CRM 3.0 Service Scheduling - 1 Day

The following courses are available at InfoSupport Belgium (http://www.infosupport.be/Home):

  • Microsoft Dynamics CRM 3.0 Fast Track - 5 Days
  • Microsoft Dynamics CRM 3.0 Installation & Configuration - 3 Days
  • Microsoft Dynamics CRM 3.0 Customization - 3 Days
  • Microsoft Dynamics CRM 3.0 Applications - 4 Days
  • Microsoft Dynamics CRM 3.0 Extending Microsoft CRM 3.0 - 3 Days
  • Microsoft CRM 3.0 Customization and Microsoft CRM 3.0 Installation & Configuration - 5 Days
  • Microsoft CRM 3.0 Customization + Certification - 4 Days
  • Microsoft Dynamics CRM 3.0 Sales Management - 1 Day
  • Microsoft Dynamics CRM 3.0 Marketing Automation - 1 Day
  • Microsoft Dynamics CRM 3.0 Service Management - 1 Day
  • Microsoft Dynamics CRM 3.0 Service Scheduling - 1 Day
The following certifications are available for Microsoft Dynamics CRM 3.0:

  • MB2-421 Installation & Configuration
  • MB2-422 Customization
  • MB2-423 Application
  • MB2-424 Extending Customization

C.V. Hans Veldman

Contact Information


  • Hans Veldman
  • Birth Date: 7 May 1979
  • Birth Place: Hualien (Taiwan)
  • E-mail: hansveldman@live.nl
  • Mobile Phone: +31 (0)653783645

Experience

  • Microsoft Dynamics CRM Business Consultant - iRelate B.V. Nederland (Present)
  • Business Consultant Microsoft Dynamics CRM - Atos Origin Nederland B.V. (2005 - 2007)
  • ITM Trainee - PinkRoccade (2004 - 2005)
  • IT Support - Call2 (2004)
  • Manager Trainee - Mac Donald's Stadskanaal, Appingedam and Winschoten (2004)
  • Project Management - Regio Politie Groningen (2003)
  • Employee / Trainer - Mac Donald's Winschoten (1998 - 2004)
  • Promesse Implementation Efficiency The Key to Quality - Hulpmiddelen Centrum Groningen (2004)
  • Quiktrak Prince II Project Management - Regio Politie Groningen (2003)
  • Administrative Organization PROTOS - Informatie Beheer Group (2001)

Projects

  • DSM Technical Consultant Microsoft Dynamics CRM 3.0 (present)
  • AKZO ANCR Functional Consultant Microsoft Dynamics CRM 3.0 (present)
  • Business Annalist CRM Atos Origin UK London (present)
  • Equens Technical & Functional Consultant Microsoft Dynamics CRM 3.0 (present)
  • DSM Microsoft Dynamics CRM 3.0 Implementation (present)
  • ABN AMRO BUNL “Ken Je Klant" Business Consultant Management Information & Reporting (2007)
  • CRM 422 - Customization Course for Atos Origin internal (2007)
  • CRM 421 - Installation and Configuration Course for Atos Origin internal (2007
  • Antonveneta ABN AMRO Italy Business Consultant Due Diligence Management Information (2007)
  • XPG Leader Microsoft Dynamics CRM Atos Origin Nederland B.V (present)
  • Thermphos Microsoft Dynamics CRM 3.0 Implementation (2007)
  • AKZO ANCR Microsoft Dynamics Implementation (2007)
  • NMa Technical Consultant Microsoft Dynamics CRM 3.0 (2006 - 2007)
  • Writing RFP's Microsoft Dynamics CRM Implementations (2005 - present)
  • ING Postbank Business Object ITIL Reports (2006)
  • Microsoft Access 2003 Course for Atos Consulting (2006)
  • ABN AMRO BUNL "Ken Je Klant" Business Consultant Management Information & Reporting
  • De Goudse Verzekeringen Technical Consultant Microsoft Dynamics CRM 3.0 (2006)
  • Atos Origin Internal Pilot Microsoft Dynamics CRM 3.0 Technical & Functional Consultant (2005 - 2006)
  • ABN AMRO Wholesale "Know Your Client" Business Consultant Business Objects Management Reporting (2005)
  • ABN AMRO Wholesale "Know Your Client" Business Consultant Data Gathering & Quality (2005)
  • ING Postbank Local Support (2004 - 2005)
  • V.O.C. Computer Course Microsoft Windows XP 7 Office XP (2004)

Educations

  • CRM Master at Beeckestijn Business School (2007)
  • Bedrijfskundige Informatica Hanzehogeschool Groningen (2000 - 2004)
  • Biotechnologie Noordelijke Hogeschool Leeuwarden & Van Hall Instituut (1998 - 2000)
  • HAVO Dollard College Winschoten
  • MAVO Dollard Collega Oude Pekela

Diplomas

  • Master CRM (2007)
  • Bachelor of Technology (BI) (2004)
  • Propedeuse HIO (2002)
  • Prodedeuse Biotechnology (2000)
  • HAVO (1998)
  • MAVO (1995)

Certificates

  • CRM 3.0 422 Customization (2007)
  • CRM 3.0 423 Application (2006)
  • CRM 3.0 421 Installation & Configuration (2006)
  • ITIL Foundation (2004)
  • MCP 70-270 Windows XP Professional (2004)
  • ITIL Apollo 13 (2004)

Courses

  • Recommendation Skills Training - Atos Origin Nederland B.V. (2007)
  • Hosted Microsoft Dynamics CRM 3.0 – Info Support België (2007)
  • Extended Microsoft Dynamics CRM 3.0 – Info Support België (2006)
  • Hosted and Mobile Microsoft Dynamics CRM 3.0 – Info Support België (2006)
  • Course Banking - Atos Origin Nederland B.V. (2006)
  • Microsoft Dynamics CRM 3.0 Fast track – Info Support België (2006)
  • Microsoft Dynamics CRM 3.0 Installing and Configuration – Compu’Train (2006)
  • What’s New in Microsoft Dynamics CRM 3.0 – Compu’Train (2006)
  • Business Objects 6.5 - Atos Origin Nederland B.V. (2005)
  • Microsoft SQL Server 2000 Reporting Services – Compu’Train (2005)
  • Microsoft SQL Server 2000 OLAP and Data Warehousing – Compu’Train (2005)
  • Microsoft SQL Server 2000 Querying – Compu’Train (2005)
  • Introduction to Microsoft.NET Development – Compu’Train (2005)
  • Power center and Microsoft Analysis Server – Compu’Train (2005)
  • Microsoft CRM 1.2 Application – Compu’Train (2005)
  • Microsoft CRM 1.2 Customization – Compu’Train (2005)
  • Microsoft CRM 1.2 Installation and Configuration – Compu’Train (2005)
  • CRM Master Class – Atos Origin Nederland B.V. (2005)
  • Introduction Class PinkRoccade (2005)
  • ITIL Foundation Class – Call2 (2005)
  • Introduction Class - Call2 (2005)

Experiences

  • Analyses
  • Business Consultancy
  • Business Processes
  • Data Analyses
  • Data Quality
  • Data Integrity
  • Functional Design
  • Microsoft Dynamics CRM Implementations
  • Information Analyses
  • Proposal Writing
  • Technical Architect
  • Technical Design
  • Business Object Reporting
  • Management Information / Reporting
  • Training
  • Helpdesk Activities
  • Leadership
  • Project ManagementAdministrative Organization

Friday, August 3, 2007

Annoucement my new blog

Today I started my new blog regaring Microsoft Dynamics CRM. You can find download links, add-ons, reviews, solutions and of course my experiences with Microsoft Dynamics CRM here. Please don't hesitate to e-mail me for any kind of questions and suggestions. Hope you enjoy my blog.