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Julian Sharp

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I am a CRM specialist who works for a UK Microsoft CRM reseller. I am responsible for sales & marketing as well as leading consulting assignments with our customers

Microsoft Dynamics CRM UK Reseller

Thoughts on all things Microsoft Dynamics CRM

Allowing Regarding Field to be reset on Incoming Emails

Once the regarding field has been set on incoming emails / promoted emails it cannot be changed. This solution via JavaScript allows for the regarding field to be changed.

1. Add Status Reason field to Email Form

2. Email Form OnLoad Event

if (crmForm.all.statuscode.DataValue =='4')
{
    if (crmForm.all.regardingobjectid.Disabled == true)
    {
        crmForm.all.regardingobjectid.Disabled = false;
    }
}

3. Regarding field OnChange Event

if (crmForm.all.statuscode.DataValue =='4')
{
        crmForm.Save();
}

We have moved

Following a fire in the ground floor/basement at our office block a week ago cutting off all power, telephone and Internet access we have moved to the Mansfield i-centre.

Our new address is:

Vigence Limited
Mansfield i-centre
Hamilton Way
Mansfield
Nottinghamshire
NG18 5BR

The Crown at Playhatch

I spent a couple of days at the end of last week at Microsoft TVP with the Microsoft Dynamics CRM PTS team (Phil and Reuben) running through the What's New in CRM 4.0 course ready for next week's course in Maidenhead

Reading, as you may know, suffers from some poor hotels so it was nice to discover a small friendly hotel with excellent facilities and a very good restaurant. The Crown is just outside Reading about 15 minutes drive from TVP. Highly recommended.

Microsoft Certified Trainer

My application to be an MCT has finally been approved. I had not forwarded my MCT assessment to the Microsoft Regional Service Centre (not that I was told I needed to do that when I applied....)

Email Problems

It appears we have been put on an email blacklist (again) because BT have marked our IP address as being in a non-static range when it is in fact a static IP address. if you have been sending us emails over the past few days then they may not have been received and you may not have received any emails we sent you.

This and the fact that we get thousands of SPAM emails per day means we need to use a third party to handle and filter email. We have chosen to trial ExchangeDefender and will let you know how we get on.

CRM 3.0 Small Business Edition and CRM 4.0 Upgrade Options

If you have CRM 3.0 Small Business Edition (SBE) and want to upgrade to CRM 4.0 there is no equivalent edition.

If you have more than 5 user licences then your upgrade option is to CRM 4.0 Professional Edition. If you are on Software Assurance then there is nothing additional to pay however when you come to renew Software Assurance then it will be at Professional Edition price i.e, about double what it would have been under CRM 3.0 SBE.

If you have 5 or fewer user licenses then you have a choice to make. You can either upgrade to Professional Edition, which is what I would recommend if you are not likely to increase your users, or upgrade to the Workgroup Edition which is limited to 5 users. If later you want to increase the number of users then you have to pay a Step-Up for the Professional Edition.

Microsoft Dynamics CRM System Tray Utility

The little utility I wrote which sites in the system tray and can be used to start CRM in a new browser window does work with CRM 4.0 and can be downloaded from here

Microsoft Dynamics CRM Connector for Sage Line 50

The Sage Line 50 integration we wrote for CRM 3.0 and which can be downloaded from CodePlex will not install under CRM 4.0 as the custom entities used cannot be imported into 4.0.

As to whether the integration will work if you install it under 3.0 and upgrade to 4.0 then I suspect it will work but I have not had chance to test it yet.

CRM 4.0 SDK Released

The SDK for CRM 4.0 has been released and can be downloaded from here.

The Microsoft Dynamics CRM 4.0 Software Development Kit (SDK) is for developers, system customizers, and report writers.

It contains all new information about creating plug-ins, working with custom workflow activities, using the new Web services, using new data management features, and much more.

This SDK contains information for developers writing server side code, custom business logic, integration modules, workflow assemblies, and more. It provides an architectural overview of Microsoft Dynamics CRM, the entity model, security model, and Web services. Sample code and walkthroughs guide you through the new features.

The SDK also contains information for developers customizing the Web client or Microsoft Dynamics CRM for Microsoft Office Outlook, including scripting, integration of custom Web pages, sample code, and a detailed user interface style guide.

Look for regular updates to this SDK. Future releases will include the ISV Guide and Report Writers Guide.

Sound in Windows 2003 under Virtual PC

Windows 2003 server doesn't include drivers for the Sound Blaster 16 emulated by Virtual PC but it is possible to get sound working using XP drivers.

More information here and here

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Updated 5/28/2007
Updated 11/21/2005
Updated 1/4/2005