CRM4.0: AutoUpdate Outlook CRM Client Patches

so we are finally at the stage of service-in our CRM Project to customer. since we did use CRM Outlook Client, when there are official patch updates, we won’t be able to manually install them to all the client. thanks to client auto-update features, we can just put patch files on server and let outlook…

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CRM 4.0, Data Import and TCP Socket Outage…

When doing bulk data import on CRM 4.0 using self-made application that utilizes CRM SDK to communicate with web server, if the application is running parallel that simultaneously accessing the server, sometimes you may get this kind of error and the import will fail: "Only one usage of each socket address (protocol/network address/port) is normally…

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Dynamically Loading Scripts Files on Dynamics CRM

People who are working in customizing Dynamics CRM system should all sooner or later facing this problem: what can I do to have my common sharing Javascript library injected in an elegant way so that all the events in all my crmForm can use it without problems? As now I am engaging in a Dynamics…

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CRM 4 Outlook Client Lost Connection Problem…

Most of my testing CRM 4 environment were built upon Windows 2008 Server / IIS7 (both 32bit and 64bit) . The server and outlook client installation works fine without problems. started from this week I am making prototyping env. using Windows 2003 Server R2 with IIS6 and after done the installation, the Outlook client kept…

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Enable CRM 4 URL QueryString Parameter Passing…

It seems worked while CRM 3.0 that one can pass custom variables via URL’s querystring and use it while form’s onload event. but it’s not worked in CRM 4 by default now. to be able to do this, you have to tune the registry. Create a DWORD registry key named [DisableParameterFilter] under [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM], set the…

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Create Multi-Tenancy Organizations in CRM 4.0

After some basic checking of CRM 4.0 system, it’s now time to import some sample data and test further. As I am working in Japan, besides using the original English contents for testing, also would like to have the sample data to show to my colleagues as well as some Chinese data for self-testing. as…

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Dynamics CRM 4.0 – Hide the Application Menu Toolbar…

In the main page of Dynamics CRM, there is Application Menu Toolbar for users to do most of actions, also allowed for customizations. sometimes you may got customization requirements (like me) not to customize this, but to completely remove it so that user would only be allowed to use Application navigation pane and the Wunderbar…

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Auto-Indent HTML source in Notepad++ using TextFX Html Tidy

Am started investigating CRM 4.0’s aspx source for custimization. had the requirements of re-indenting aspx/html code so that I can see the table layout structure and others. here is the quick note about using TextFX Html Tidy in Notepad++ to do the html auto-indention. First of all , HTML Tidy is a project of reformatting/transforming…

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Change default View Source editor of IE

started playing around CRM 4.0 customization. need to view the page html source often and need a good xml / html tag editor! I choosed Notepad++ for my tag editor, found it pretty useful. and now got the question about using it by default when I view the page source in IE. Found the information…

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Change logo in Dynamics CRM 4.0

start from next month I am officially assigned to a project developing solutions using Microsoft Dynamics CRM 4.0 product. so I guess here would be tips and tricks memo about CRM 4.0 customization later on in this blog. and here is the first one. How to change the logo image in the home page of…

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