Recently in CRM Category

In Outlook, go to Tools|Address Book. From the drop-down list, choose the "CRM Contacts" Address Book. Is it blank?

If so, there's an easy way to correct the problem.

1. In Outlook, choose Options from the CRM Menu
2. Click on the Address Book tab:

3. Select "Match all contacts in Microsoft Dynamics CRM" and "Match all items in Microsoft Dynamics CRM"
4. Click OK
5. Synchronize with CRM by choose "Synchronize with CRM" from the CRM menu
6. Return to CRM Address book. You should now see entries there.

You might need to synch several times before they all get there.  This setting is not set by default in 4.0 for some reason.

这次在中银国际的项目部署上碰到了好多问题，最变态的是这个，有关 CRM4 安装在多台服务器上的问题，2台APP配置成 Network Load Balancing，CRM4自带页面什么的都没有问题，而我们自定义的页面调用 Web Services 的时候全部去找第一台机器，晕死了，找了大半天都没发现原因所在，最后迫不得已在注册表中启用了 Trace，这才找到点线索，最后发现原来是藏在数据库里面，MSCRM_CONFIG 库里面的 DeploymentProperties 表，有2个字段， ADsdkRootDomain 和 ADWebApplicationRootDomain， 这里记录下的是第一台CRM Application 的计算机名，所以即使配置了NLB, 所有的通过 CRM SDK 的自定制页面还是会去找第一台机器的 Web Services， 该死的微软，提都不提一下的，把这2个改成 Localhost 或者 NLB Cluster 的名字，重启 IIS 就好了

后来，在网上又搜到了这篇文章，发布日期还挺新的，看来部署这种场景的人不多

http://rc.crm.dynamics.com/rc/regcont/en_us/OP/articles/crm_server_nlb.aspx

If you are installing CRM 4.0 on a machine without Internet access (eg. a VPC running only on a Loopback Adapter) you might run into some problems when CRM tries to download pre-requisite packages. Our DVD version (not out yet - it's being 'manufactured') ships with these prerequisites but the downloads do not.
The simplest way is to install each of the Pre-Req's manually. The best place to search for these is download.microsoft.com. I'll refrain from posting links as these redistributable packages are always being updated.
The Visual C++ Redistributable Package presents us with a slightly different challenge. The package is unable to detect it's installed state so CRM always installs it. So we need to create a Redist folder, subfolders for i386/amd64, a VCRedist folder and then place the VC++ install files there. Your full folder structure should look like this:

• \Redist\i386\VCRedist\vcredist_x86.exe
• \Redist\i386\VCRedist\vcredist_x64.exe
• \Redist\amd64\VCRedist\vcredist_x64.exe
• \Server\i386\SetupServer.exe
• \Server\amd64\SetupServer.exe
• \Client\SetupClient.exe
• \DMWizard\SetupDMClient.exe
• \Exchange\i386\setupexchange.exe
• \Exchange\amd64\setupexchange.exe

I added this setup.exes to the list to show the folder structure for the Server, Client, DM and Router (the Exchange folder). Note that the Redist folder is a peer to the Server and Client.

The official downloads for CRM 4.0 are now available from the CRM section of download.microsoft.com. Use the language selector drop down box on the download page to select the appropriate language.
Documentation:

• Microsoft Dynamics CRM 4.0 Server Readme
• Microsoft Dynamics CRM 4.0 Implementation Guide
• Microsoft Dynamics CRM 4.0 E-mail Router Readme (On-Premise and Hosted Editions)
• Microsoft Dynamics CRM 4.0 Data Migration Manager Readme
• Microsoft Dynamics CRM 4.0 Internet Facing Deployment Scenarios
• Microsoft Dynamics CRM 4.0: How to configure the on-premise E-mail Router in different deployment scenarios
• Microsoft Dynamics CRM 4.0: Planning and Deployment Guidance for Service Providers
• Microsoft Dynamics CRM 4.0 Language Pack Readme
• Microsoft Dynamics CRM 4.0 Software Development Kit

Server:

• Microsoft CRM 4.0 Server (trial keys are on this page).
• Microsoft Dynamics CRM 4.0 E-mail Router (On-Premise and Hosted Editions)

Client:

• Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook (For On-Premise and Hosted Editions)
• Microsoft Dynamics CRM 4.0 Data Migration Manager

SDK:

• The SDK will be posted in the next few days.

License Keys:

• The Server Install requires a license key. Trial license keys have been provided on this page.
• Information regarding the availability of non-trial keys will be forthcoming from our marketing team.
• IMPORTANT! You may use the Microsoft Dynamics CRM 4.0 editions with the respective License Keys for a maximum of 90 days. Each edition may be converted to a full use version by applying a commercial license key in the Microsoft CRM License Manager. A re-install of the software is not required. You will need to convert the license key to a commercial license before the 90-day period ends, as the 90 day period cannot be extended, and Users will not be warned of the impending expiration. Should expiration occur, access can be regained by applying a commercial license key.

Build Number:

• The final build number was 4.0.7333.3
• If you were involved in the pre-release programs please make sure that you clean up all your old DLLs for older versions.
• You will want to recompile any code against the RTM Microsoft.Crm.Sdk.dll and Microsoft.Crm.SdkTypeProxy.dll. These two assemblies can be found in the GAC folder of the Server Install.
• If you use a static copy of the Discovery Service (like I do) you should also grab a new copy of this. Remember that the WSDL for the discovery service is interchangeable between WLID, Windows and IFD authentication end-points.

From InternetNews.com:

"Microsoft announced Monday that it has released to manufacturing the long-awaited update to its Dynamics-branded customer relationship management software (CRM).

Previously codenamed "Titan," the latest version of Microsoft Dynamics CRM actually has two names in its final form. For on-premise, customer-hosted, as well as partner-hosted deployments, the product has been dubbed Dynamics CRM 4.0. The company will also be offering the package on-demand in a Microsoft-hosted environment that it has named Dynamics CRM Live.

Existing and new customers will be able to download the update when it's released on the Web this week, a Microsoft official told InternetNews.com. The Microsoft-hosted version, however, continues to run under the early access program that the company began in September.

Microsoft plans to take that version live during the first half of 2008, said Brad Wilson, general manager of Microsoft Dynamics CRM. "[In the meantime,] more than 100 customers are using [CRM Live] at this point," Wilson added."

Read more...

Microsoft Dynamics CRM 4.0 is available as a 90-day trial version at the Microsoft Downloads center. The download page will be updated with new languages as they are released.

Download the Microsoft Dynamics CRM 4.0 Trial Versions in either 32 or 64-bit!
Download the Microsoft Dynamics CRM for Outlook (For On-Premise and Hosted Editions) 32 bit!

Download the Microsoft Dynamics CRM 4.0 Data Migration Manager 32 bit!
Download the Microsoft Dynamics CRM 4.0 E-mail Router (On-Premise and Hosted Editions) in either 32 or 64-bit!

Enjoy

1. On the Microsoft CRM server, click Start, click Run, and then type regedit . 

2. Open the following registry key:  HKEY_LOCAL_MACHINE\Software\Microsoft 

3. If the MSCRM registry key exists, go to step 6. If the MSCRM registry key exists, go to step 4. 

4. Right-click Microsoft, point to New, and then click Key. 

5. Type MSCRM as the name of the registry key. 

6. Right-click MSCRM, point to New, and then click DWORD value. 

7. Type IgnoreChecks as the name, and then press ENTER. 

8. Right-click IgnoreChecks, and then click Modify. 

9. In the Value data box, type 1 , and then click OK. 

10. In the Environment Diagnostics Wizard, click the Back button, and then click the Next button to run the Environment Diagnostics Wizard again. You will still receive the error message. However, the Next button will now be available. Click Next. Ignore the error messages.