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.