Bradley M. Law

Cloud Computing, Front and Center – CIO.gov

I am responsible for Customer Relationship Management at the Department of Homeland Security Office of the CIO, Enterprise System Development Organization. This article in CIO.gov mentions the efforts around Cloud Computing and CRM is mentioned which I am responsible for.

Direct HTML Link: http://bit.ly/ngnw0T
Direct Highlighted PDF Link: http://bit.ly/nlELXU

Installing Dynamics CRM 2011 via Upgrade Option – Outlook Integration on Development Server

I am currently in the process of installing CRM 2011 “On premise” into a development and testing enviornments. Thought the upgrade process I found several errors and other items that I researched. This list, although wihtout screen shots was for documenting the issues I encountered along the way. Next edit will actually add the errors but until then here are my bookmarks!

Dynamics CRM Upgrade

Dynamics CRM CRM Forum – Why no import and export customization from MS CRM 4.0 to MS CRM 2011 ?

Dyamics CRM Installation

TechNet Wiki – Microsoft Dynamics CRM 2011 Development Resources
Darren Liu – New! CRM 2011 Installation–Specify Service Accounts
Mohamed Ibrahim Mostafa’s Blog - Microsoft Dynamics CRM 2011 Release Candidate installation & reporting services extension components

SharePoint Integration

Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 (Installtion & Download)
Mark Kovalcson “CRM Scape” – MS CRM 2011 SharePoint List Component Installation
Hosk’s Dynamics CRM Blog – CRM 2011 – SharePoint 2010 Setup Instructions
SharePoint Developer Team Blog – Error: “The sandboxed code execution request was refused because the Sandboxed Code Host Service was too busy to handle the request” (Ricky Kirkham)
TechNet Forums – I cannot start the “SQL Server Reporting Services (SCE)” service
Matthew Dorn’s SharePoint Blog – Sandbox Solution Activate Button Disabled in SharePoint 2010
TechNet – Create an Enterprise Wiki (SharePoint Server 2010)

Reporting Services

SQL Server Forums – The report server cannot decrypt the symmetric key used to access sensitive or encrypted data in a report server database
Error after installing CRM 2011, Installation successful but adding a new organization fails. – New Organization

---------------------------
Microsoft Dynamics CRM Reporting Extensions Setup
---------------------------
Publishing CRM reports failed.

Could not publish report 'Neglected Cases' due to the following error:  Error occurred while fetching the report.

Error occurred while fetching the report.

System.Web.Services.Protocols.SoapException: The report server cannot decrypt the symmetric key that is used to access sensitive or encrypted data in a report server database. You must either restore a backup key or delete all encrypted content. ---> Microsoft.ReportingServices.Library.ReportServerDisabledException: The report server cannot decrypt the symmetric key that is used to access sensitive or encrypted data in a report server database. You must either restore a backup key or delete all encrypted content. ---> System.Runtime.InteropServices.COMException: Bad Data. (Exception from HRESULT: 0x80090005)
   at Microsoft.ReportingServices.WebServer.ReportingService2005Impl.GetItemType(String Item, ItemTypeEnum& Type)
   at Microsoft.ReportingServices.WebServer.ReportingService2005.GetItemType(String Item, ItemTypeEnum& Type)

---------------------------
Abort   Retry   Ignore
---------------------------

Resolution for “Invalid User Authentication” by re-linking a user’s CRM account to Active Directory

CRM Manual Registration Tool

Just in case I ever need it again: http://crmdelacreme.blogspot.com/
Microsoft Dynamics CRM Registration Tool (1)

Performance Point & Dynamics CRM

Customer Effective - Creating Dashboards with Performance Point 2007

destination CRM – Microsoft Brings Analytics to the Desktop

Setting Field Equal to Another Field

Sets a normal txt field equal to a lookup field

if(crmForm.all.new_projectnameid.DataValue!=null)

var applicationname = crmForm.all.new_projectnameid.DataValue[0].name;
crmForm.all.new_applicationname.DataValue = applicationname;
crmForm.all.new_applicationname.ForceSubmit = true;

Sets a text field equal to another text field

crmForm.all.new_applicationname=new_name;
crmForm.all.new_applicationname.ForceSubmit = true;

This ensures a lookup field (project name) is not empty and application is empty (application name)

if (crmForm.all.new_projectnameid.DataValue!=null && crmForm.all.new_applicationname.DataValue==null )
{
var applicationname = crmForm.all.new_projectnameid.DataValue[0].name;
crmForm.all.new_applicationname.DataValue = applicationname;
}

CRM 2011 Resources and Tools

General CRM 2011 Tools and Downloads
CRM 2011 Beta Download

CRM 2011 Beta Online Login
CRM Beta Download: http://crm.dynamics.com

CRM 2011 Resources
Press Release: Microsoft Releases Global Beta of Next-Generation
CRM Product

CRM 2011 Javascript Converter by Rhett Clinton

Beta Virtual Machine Installation by CRM Scape
Creating a MS CRM 2011 VM Part 1 of 2
Creating a MS CRM 2011 VM Part 2 of 2
MS CRM 2011 Beta VM continued…
MS CRM 2011 Beta VM Continued.. Customizations
MS CRM 2011 SharePoint List Component Installation

Setting the Default Date of a form to the current date with Record Creation

THis script will set the default date of a form, this script is important because it sets the default date only for the Create form and not the update form. Otherwise the onload event will always set the date to the current date, even if its been updated. Credit to Sonomoa Partners.

var CRM_FORM_TYPE_CREATE = 1;
var CRM_FORM_TYPE_UPDATE = 2;
switch (crmForm.FormType)
	{
	case CRM_FORM_TYPE_CREATE:
	crmForm.all.new_openddate.DataValue = new Date();
	break;

	case CRM_FORM_TYPE_UPDATE:
	// do nothing
	break;
	}

CRM – Making field required based on Lookup Value, NOT picklist…

I posted this question to the CRM Forums here and got some good feedback from Rhett Clinton.

if(crmForm.all.new_salesstageid.DataValue != null && crmForm.all.new_salesstageid.DataValue[0].name != "1")
crmForm.SetFieldReqLevel("new_projectmanagerid", 1);

else

crmForm.SetFieldReqLevel("new_projectmanagerid", 0);

And here is an example that works with multipe options

if(crmForm.all.new_salesstageid.DataValue != null) {

    switch(crmForm.all.new_salesstageid.DataValue[0].name) {
        case "1":
        case "2":
            crmForm.SetFieldReqLevel("new_projectmanagerid", 1);
            break;
        default:
             crmForm.SetFieldReqLevel("new_projectmanagerid", 0);
      break;
    }

}
else
{
    crmForm.SetFieldReqLevel("new_projectmanagerid", 0);
}

CRM Picklist Values for Report Paramaters

Great way to pull report parameters by Customer Effective here.