15 Oct 2009 @ 2:13 PM 

My current engagement has a lot of red tape in terms of network teams and security teams, I must admit I have downloaded the Dynamics CRM Implementation Guide and Planning Guide several times over the last few years despite knowing it was available online. At any rate Tiaan van Niekerk 0f the CRM DE LA CREME Blog has summarized the items relating to CRM 4.0 System Requirements and Required Components.

For the most up-to-date information about system requirements and required components, see the Microsoft Dynamics CRM 4.0 Server Readme.
For more information, see:
Microsoft Dynamics CRM Server hardware requirements
Microsoft Dynamics CRM Server software requirements
Microsoft Dynamics CRM Connector for SQL Server Reporting Services
Microsoft Dynamics CRM E-mail Router software requirements
Microsoft Dynamics CRM for Outlook hardware requirements
Microsoft Dynamics CRM for Outlook software requirements
Microsoft Dynamics CRM Web client software requirements
Microsoft Dynamics CRM Data Migration Manager hardware requirements
Data Migration Manager software requirements
64-bit supported configurations
Language support
Currency support

Posted By: bradlaw
Last Edit: 15 Oct 2009 @ 02:13 PM

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 02 Oct 2009 @ 10:43 AM 

The default image is as follows:

Referenced from Caesar De La Torre Blog here are some instructions for updating the logo in Dynamics CRM 4.0. This is of course a non supported change to the system.

1.-
The image file is located in the following place:
C:\Program Files\Microsoft CRM Server\CRMWeb\_imgs\masthead.jpg
You could copy another image with the same name within that folder.

2.-
Also, you could change the .CSS definition, which is a TD, within:
C:\Program Files\Microsoft CRM Server\CRMWeb\_common\styles\global-dynamic-styles.css.aspx

The TD name is:
TD.ms-crm-MastHead-Logo
Then, you could change the name of the image’s file within this TD definition. (in case you want to use a different image file).

Of course, I warn you that anything you change within CRM files could be re-applied when installing service-packs, etc., so be careful with this kind of changes…

Because of this, it is a clear unsupported stuff, even though it is a very simple customization.

I’m quite sure we’ll have it as a regular customization in future versions.

So!, It is a little hidden, but, quite easy, of course. :-)

Posted By: bradlaw
Last Edit: 02 Oct 2009 @ 10:47 AM

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 01 Sep 2009 @ 1:23 PM 

I had this issue when installing MS Outlook and attempting to use the CRM Client. This solves the error received when the client isntall claims that Outlook isn’t set as the default Email program. This article is by Joel Mansford and is titled MS Dynamics CRM 4.0 Client Configuration Wizard Fails With “Outlook Is Not Set As The Default Mail Client On Windows Server 2008 X64

Posted By: bradlaw
Last Edit: 01 Sep 2009 @ 01:35 PM

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 01 Sep 2009 @ 1:03 PM 

Great article by Ross Lotharius at Ascentium titled “Multi-tenancy and the Default Organization, What is it and how do I set it for users?” which provides information on supporting users and setting default organizations in CRM 4.0.

Posted By: bradlaw
Last Edit: 01 Sep 2009 @ 01:12 PM

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 14 Aug 2009 @ 2:08 PM 

Marketing list members are not in the customization section, I believe it is a code generated view that integrates with advanced find on the backend. To update this proceed to the following location in the Marketing List Entity.

Customization > Marketing Lists > Messages > edit the Custom Display String for all messages

Posted By: bradlaw
Last Edit: 14 Aug 2009 @ 02:08 PM

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 23 Jul 2009 @ 9:41 AM 

I need to try this out but this solution from Bamboo Solution allow you to install SharePoint in Windows Vista.

Posted By: bradlaw
Last Edit: 23 Jul 2009 @ 09:42 AM

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 02 Jul 2009 @ 7:44 AM 

I have been on the market for a well needed SharePoint piece of functionality that will allow me to provide users with cascading filtering of metadata in a list when users are selecting respective metatags. I have found several blogs, code snipets and blogs on this topic.

Here they are:

SharePoint Cascading Drop Down List (With Filter) Field Type | by Sarith Sircar (Blog) & on CodePlex

Posted By: bradlaw
Last Edit: 02 Jul 2009 @ 07:44 AM

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