Walkthrough: Assign Case to Default Queue

I recently received a request via the newsgroup about assigning a new case to the default support queue, based on a question to the end-user if the case should be assigned to the default queue.

I thought this would be a good idea for a walkthrough, as this covers a lot of customisation areas in MS CRM 3.0.

Read my first walkthrough on: http://www.cwrmobility.nl/Support/Walkthroughs/tabid/70/Default.aspx

CRM 3.0 and SBS 2003 SP1

Microsoft has published a knowledgebase article on the earlyaccess newsgroup which addresses the installation problem of CRM 3.0 on SBS 2003 SP1.
You can find the document at the documentation section.

CRM 3.0 and SQL Server 2005

A nice article about CRM 3.0 and SQL Server 2005 integration can be found at: http://www.crm-resultants.nl/4.overons/nieuws.asp?uid=15

Problems with CRM 3.0 and SBS2003

I don't seem to be the only one with problems installing 3.0 on a
SBS2003 server.
Read Scott Colson's experiences at his weblog

CRM Integration into your website

Found a nice article on developer.com about a user of CRM who integrated CRM 1.2 into their website.

It is still 1.2 though, but it is a nice article.

Read it on: http://www.developer.com/lang/article.php/3509586

MSCRMFaxRouterService Errors

Dear All,

Sharing some info with you...

I had on error in my event viewer (well about 1000 errors) about the MSCRMFaxRouterService.

I have installed the Small Business Server edition on a windows 2003 Small Business Server.

After running CRM for a couple of days I checked the event viewer and discovered over a 1000 red crosses...

What is special about my setup is that I have CRM 3.0 installed on my E: drive, and my servers name is SERVER , but my website is only listening to crm.mydomain.local.

After installing CRM, the MSCRMFaxRouterService is pointing to http://server, but my website is not there...

You can check this in the registry at: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\ Services\MSCRMFaxRouterService
The key is: FoldersInfo and had the value http://server;E:/Microsoft CRM\Server\bin\fax\incoming

I changed this to http://crm.domain.local;E:/Microsoft CRM\Server\bin\fax\incoming and everything was working fine...

More CRM problems

I am using the system now more serious then in my test scenarios, and I am running into more problems...

After the problems with the Product lines that I mentioned 2 days ago, I am now also heving problems with Contracts...

When I create a new contract , add a contract line to it, and I try to activate the contract by invoicing it, I get a weird error message:

Microsoft CRM Unhandled Error Details:

Server Error in '/' Application.

Unhandled Execution Error

Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.

Exception Details: System.Runtime.InteropServices.COMException:

Source Error:

An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below.

Stack Trace:

[COMException (0x8004320e)] Microsoft.Crm.Platform.ComProxy.CRMContractClass.Invoice(CUserAuth& Caller, String ContractId, Int32 Status) +0 Microsoft.Crm.Application.Platform.Contract.Invoice(Int32 newStatus) +58 Microsoft.Crm.Web.CS.ContractPage.invoice(Object sender, DataEventArgs e) +56 Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, User user, String objectId, Entity entity) +176 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +89 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.CS.ContractPage.ConfigureForm() +358 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499

Posted this at the newsgroup aswell... Let's wait for the results...

Erik van Hoof
CWR Mobility

Microsoft CRM Extensibility Model

Just a picture to show the extensibility of the new CRM 3.0 platform.

Typical Microsoft... Now there are so many ways to modify and change the system.
Look at the icon at the left corner and find it back in the picture.
This gives you an idea of where you can add customisations.



The pictures is taken from a presentation from Arash Ghanaie-Sichanie, called Developing Business Solutions with Microsoft Dynamics CRM 3.0.

The complete presentation can be downloaded from the CWR Mobility Documentation section.

Have fun!

Customisation error, or?

Yesterday I installed version 3.0.

Everything worked fine, except the productlines on quotes, orders and invoices.
Both the write-in product as Existing products give me the following error: Attribute: type not found in XmlNode: System.Xml.XmlElement

I will post this tonight on the CRM Newsgroup and see what reactions I get...

CRM 1.2 upgrade to 3.0 RTM

Yesterday I upgraded my CRM 1.2 installation to CRM 3.0

I started of with making sure the prerequisits were met.
This took most of the update time.
CRM 3.0 wants your system to be really up to date. Ofcourse I haven't touched my system anymore since the installation of 1.2 (somewhere in June) except for the occasional windows updates.

SQL SP4, reboot, .Net Framework 1.1 SP1, reboot, Exchange Server 2003 SP1, reboot, SharePoint Portal Services SP2, reboot, SBS 2003 SP1, etc... etc...

Took over 5 hours to just do that...

Then I started the CRM 3.0 installation.
The Installation Wizard is a great tool, but is not always very clear in its problem descriptions.

I received an error 'Unable to parse uri'.
I have several websites running on this server (webmail, www, intranet, crm, weblogs) all with their own host header.
CRM requires to be the website WITHOUT a host header.

After that was solved, I got a very vage error when it tried to insyall Reporting Services. Reporting Services wants SQL Server to be installed in C:\Program Files\Microsoft SQL Server, and ofcourse my installation was on D:\Microsoft SQL Server.

I managed to get around this by manually installing Reporting Services (don't forget to install the Service Pack afterwards, and another reboot).

The next error I got was that my database contained triggers which were not CRM 1.2 triggers. That was correct (and what a smart wizard) I added a triggers which changed the fullname of a lead into the companyname, so that I was able to search leads by company name instead of contact name.

After removing the trigger, the setup went pretty smooth.
At the end of the setup I got an error that the settings for the perfomance monitoring could not be written, but after ignoring that (and 1 more reboot) the installation was finished and CRM 3.0 was running.

I then installed CRM 3.o Desktop Outlook client on my desktop. No problems there.
1 more install on my laptop, the CRM 3.0 Laptop Outlook Client. And again no problems there.

Data was converted perfectly. I only found a small problem with 1 customized form that I still have to figure out, but that will probably happen tonight...

Talk to you later!

First Post on the CWR Mobility WebLog