Monday, 29 October 2007

Skype and Microsoft CRM

Recently I’ve been a bit puzzled as to why when using CRM inside internet explorer on my laptop, IE would freeze for around 30 seconds when trying to view a list of accounts or contacts.
After such a freeze, IE and CRM would come back to life and work perfectly.

The problem lies in the new version of Skype which includes a very natty IE plugin that will scrap the screen for phone numbers and allow you to directly dial out.

As you can imagine, a list of 250 (my personal preference) accounts or contacts each with one or more phone numbers on the list was a little too much of a feast for the plug in and caused it to hang and eventually crash silently before IE would come back to life.

More interesting is that I disabled the plugin through the plugin manager in IE7 and it was still causing the issue. Only after a full uninstall did the issue go away.

Thursday, 26 April 2007

Don't delete the System Customizer Role

After a client recently cleaned their CRM system ready to bring in a new department, I noticed that I could no longer create new entities.

This it seems, is a bug in CRM. If the System Customizer role has been deleted (and it wont try to stop you), a SQL query will return null and throw an error.

The only way round it (apart from a reinstall), is to get a backup restored on to a temp db and copy the system customizer row from the rolebase table back to the live db.

You don't need to copy the rows from the roleprivilegesbase table (it wont have any privileges)

A different way of looking at this is, if anything has got the word "system" in it, don't delete it!

Wednesday, 28 March 2007

Restricted Access Mode and FilteredViews

During a support issue with one of my clients, I noticed a unexpected result when using filtered views which allows access to data without consuming a user license.

It would appear that when a user is put in restricted access mode (access to settings but no data) in Microsoft CRM 3.0 the user is not restricted access to data made available through the Filtered Views, yet the user's security roles are still considered and data is filtered accordingly.

I'm yet to see whether this still is the case using the Web Services, but it would appear that only the application checks to see if the user is in RMA.

If this is the case, expect it to be plugged.

Fed up with constructing FetchXML / QueryExpressions?

If so,
check out Stunnware's excellent fetchXML wizard including the option to convert to C# Query Expressions

http://www.stunnware.com/crm2/topic.aspx?id=FindingData6