A couple of problems I’ve come across at work with implementing MSCRM. These could be bugs, or may not be, who knows (I don’t have the time for a detailed analysis…) I have a MSCRM 4.0 multi tenant implementation – I ‘disabled’ the first (and default) tenant and suddenly all reports (for all tenants started [...]
Archive for the ‘MSCRM’ Category
MSCRM Data Imports
August 28th, 2008
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I have just completed a project of migrating ACT! 6 (2000) to MSCRM 4.0 It has not been too difficult, I used the Northwoods Software ExporterPro utility to export all the ACT! 6 data to Microsoft Access, upsized this to SQL and then used a lot of SQL statements and the Data Migration Wizard to [...]
MSCRM Importing Does Not Honor Create Dates
August 20th, 2007
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Some of the code I have for importing data (from ACT! 2000) to MS CRM creates new ‘PhoneCall’ activities / objects. The problem is, that it seems MSCRM does not allow you to programmatically modify the ‘create date’. Here is the code I use… phonecall pc CrmDateTime start = new CrmDateTime(); [...]
Word 2007 Opening PDF Files
July 5th, 2007
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Today I was looking around for some MSCRM info. I came across a great document on the Microsoft Website, Using Microsoft Dynamics CRM 3.0 Small Business Edition. It is a PDF file but on their Website it has a little Word icon next to it and is described as a ‘Microsoft Word file’. This got [...]
MSCRM Migrating Accounts
July 3rd, 2007
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So after some poor experiences with the MSCRM Data Migration framework I decided to get pragmatic and write a C# app to do the migration. The CDF is poorly documented at best, it seems they (Microsoft) give you a bunch of database tables, an Excel spreadsheet outlining the schema and a ‘Good Luck’. There is [...]
MSCRM Customization
May 25th, 2007
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One of the projects I am involved with at work was evaluating Microsoft CRM (MSCRM). Out of the box, it comes as a pretty well fully featured CRM application, but it is also hugely customizable. I downloaded the SDK from here and had a quick play.Within 20 – 30 minutes I had a quick extension [...]
