IFD: failed to view in IFRAME CRM pages...( cannot be found)

Hi,
i view in IFRMAES pages for instance from UserDefined folder.

set the file like that to the frame.src :"\UserDefined\area.aspx?id=23232"
using the relative path.

if i try to work with windows Auth all file but if i try to open the same page from out side ( IFD - Form Auth) the page field to view.

the reason is :

CRM failed to add the full extenstion path if it's form auth...in windows auth all works fine.. .

solution:
i check in my code if the server.location from IFD or windows auth..

if IFD i gave to frame.src the full path for instance:
http:\\mymachiume.crm\UserDefined\area.aspx?id=23232"
now works fine.

thanks
Rami Heleg

Remove Outlook button in Microsoft dynamics CRM

Hi,
after installed rollup 7 to CRM new button appear " Outlook"

to remove this button:

1. On the Microsoft Dynamics CRM Application Server click Start, click Run, type Regedit, and then click OK.

2. Locate the following registry subkey: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM.

3. Right-click MSCRM, click New, and then click DWORD (32-bit) Value.
Name the new key DisableOutlookSetupLink.

4. Right-click DisableOutlookSetupLink, click Modify, and then type 1 to disable the CRM for Outlook button for all users.

thanks
Rami heleg

Register Plug-In options

Hi,
install plug-in dll can be in 3 install options

1. disk
in this case the file must be under server\bin\assembly folder

2. database
CRM upload the file to database. this plug-in option is the faster from all the three options
3. GAC
file must be under c:\windows\assembly

if the DLL have references to GAC in this case install the dll only if the GAC contain the relevant files ( depend on CRM installation ( Full server or in 2 servers platform and application))

replace-update dll:
if replace for new version failed by getting error message " The file is in used"... in this case stop the service:
Microsoft Dynamics CRM 4.0 Async service
and start again... if still failed to replace the file in this case stop the IIS.
can get this error if file register to Disk or GAC.

to register the dll use Plug-in registarion.. from SDK download.


images:
using images help to get all fields from pre and post or get selected fields.

pre and post images relenat for all messages except Create.. Contain only post images.


thanks
Rami Heleg.

Failed to publish workflow for Email entity

I got error message after publish Workflow for email entity steps .

"An error occurred when the workflow was being created. Try to save workflow again"
after i try to publish workflow with email steps.

the reason can be installed rollup 2

the solution can be adding next rows to CRM 4.0 web config


<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral,

PublicKeyToken=b77a5c561934e089" Namespace="System" TypeName="Void"

Authorized="True"/>

<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral,

PublicKeyToken=b77a5c561934e089" Namespace="System.Reflection"

TypeName="AssemblyFileVersionAttribute" Authorized="True"/>

<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral,

PublicKeyToken=b77a5c561934e089" Namespace="System.Reflection"

TypeName="AssemblyVersionAttribute" Authorized="True"/>

<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral,

PublicKeyToken=b77a5c561934e089" Namespace="System.Globalization"

TypeName="CultureInfo" Authorized="True"/>


thanks
Rami Heleg.

Add annotation Comments + files via modal dialog

Hi,
i would like to show modal dialog to add comments + file to CRM 4.0 entity:

answer:

here are two examples to add comments+ files

show comments (annotation) page to add comment + attached file ( for contact entity)
http://localhost:5555/org_name/notes/edit.aspx&pId={3423423-234324-434d-4324323w&pType=2

show comments (annotation) page to add attached file ( for contact entity)
href="http://localhost:5555/org_name/notes/edit.aspx?hideDesc=1&pId={3423423-234324-434d-4324323w}&pType=2"




Enjoy,
Rami Heleg

Using CRM 3/4 with Internet Explorer 6

Hi,
adding JS + AJAX CRM 3,4 using Internet explorer 6 may cause edit.aspx to freeze when loading.

Reason:
When page is loading explorer 6 behavior is a different from explorer 7,8.

If you add some code ( JS + ajax) when page is loading .. before client finish with all methods the lookup fields on the screen start to throw error (on focus event). but in explorer 7 only after all code is finished then lookup start with focus.

You can change the htc, JS files in many places but this is not a good solution.

solution:

upgrading to Internet explorer 7,8 solve this issue.

thanks Rami,

Export Dynamics or Pivotable freeze CRM.

Hi,
CRM 3/4 can be freeze if using Export Dynamic or Pivotable to excel.

in this case the selected records locked on the db and until close the excel file.

the options to export dynamic or pivotable is good only for POC or Demo but not in live



solution:
1. change hard coded the file from prevent the options to export.
2. Create your own excel files with sql queries , create links and call to thus files from client side

for CRM 3.0 change file: print_dlg.aspx
for crm 4.0 change file: export_dlg.aspx


thanks,
Rami Heleg,