Aug 10 2009

Error 0×80040201 Sending e-Mail From Outlook

When attempting to send an e-mail from Outlook, I received the following error message:

u_outlookprogress

I use several accounts in my Outlook profile, and have previously read that a support article on the microsoft support site recommended to delete and re-create my outlook profile. A number of different sites when I googled “outlook error 0×80040201″ seemed to indicate the same thing; delete and re-create my Outlook profile. One of these days I’ll get around to deleting and re-creating all four of my profiles some day…

I could have tried what everyone else did – delete and re-create the Outlook Profile:
http://support.microsoft.com/kb/829918/en-us

…but my issue seemed limited to outbound e-mails that either had an attachment (but only to certain people for some reason) or e-mails with embedded graphics and more than 500k, so I had a difficult time believing it was a corrupt profile.
So, when today I tried to send an e-mail, a very important one, and when the issue persisted, I thought I would dig a little deeper as it was a non-work day, and came up with the following:

On outbound e-mails for addresses that I have typed before (and according to the microsoft articles that suggested I re-create my profile – to addresses that weren’t contacts) I would have an alias instead of the actual e-mail address, even though they may not have existed as contacts in my default outlook contact profile. What I started thinking was that if the address was indeed an exchange ‘in-memory’ address as according to this article:

http://www.pcreview.co.uk/forums/thread-1872774.php
I tried all suggestions, but it didn’t work for me. What I found was that Outlook still had some Exchange adresses in ‘ it’s memory’ and the message to be sent included an exchange adress, whereas exchange was not being used anymore.
This could happen on systems which have used Exchange but have changed back to POP3 E-mail delivery.
Checking the to-be-sent messages is the key, remove the adresses that are exchange adresses and substitute them with the real POP E-mail adresses.
Kind regards,
Martijn Arns
Brainquiry / Brain Resource Company
Netherlands
www.eegbiofeedback.nl / www.brainquiry.nl

…then why not use the ‘Delete a Name From Auto-Complete’ feature of outlook, in which you:
1. Select the unwanted name or e-mail address by using the UP ARROW or DOWN ARROW key.
2. Press DELETE.

u_outlookhelp

…and viola – PROBLEM FIXED. I didn’t even need to take the rest of my Sunday away from my family to uninstall outlook, re-install my entire OS because I was dumb enough to download some ‘free registry cleaner…’ or re-create my profile(s).
I certainly hope I can save someone time so they can spend it with their family, like I did with mine today!

MM
Microsoft CRM Consultant
Unitek Microsoft CRM Services

»crosslinked«

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Mar 09 2009

Failure When Upgrading to The CRM 4.0 Outlook Client

If you’ve upgraded to Microsoft CRM 4.0 and your users lose their Microsoft CRM functionality in the Outlook client, try these steps to correct the problem:

  1. In Outlook, go to Tools -> Customize.
  2. Click the Toolbars tab.
  3. Remove the CRM tool bar listing.
  4. Click on each other toolbar listing and click Reset on each one.
  5. Click the Options tab and click the “Reset menu and toolbar usage data”.
  6. Close this box.
  7. Click Tools->Trust Center.
  8. Click Add-Ins in the left navigation bar.
  9. At the bottom of this screen, choose “COM Add-ins” then the “Go” button.
  10. Click on the CRM Dynamics item then click the “Remove”.
  11. Close Outlook.
  12. Open Outlook and verify that the CRM menu bar and task bar items are removed.
  13. Go to Tools->Trust Center.
  14. Click Add-Ins in the left navigation bar.
  15. At the bottom of this screen, choose “COM Add-ins” then the “Go” button.
  16. Click Add and add the CRM add-in back by navigating to the install location (by default this is C:\Program Files\Microsoft Dynamics CRM\client\bin\crm) and choose the file “crmaddin.dll”.

This has been the fix for all of our Microsoft CRM 3.0 clients that upgraded to Microsoft CRM 4.0!

DG
Microsoft CRM Consultant
Unitek Microsoft CRM Services

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Jan 05 2009

How to Add Services and How to Add Rules and Resources For These Services in CRM 4.0 – Part 1

Published by under Microsoft CRM 4.0

Over the next few blog entries I will discuss how to define services that your organization provides, and how to resources and rules are added to these services to ensure that Microsoft CRM 4.0 selects the appropriate resources.

Defining Services Concepts

  • Services are types of work that are scheduled and sold to customers.
  • Users define the services that the organization provides to customers and assign which users, facilities, and equipment are required to perform the services.
  • Users can schedule services with customers as service activities.

Selecting the Resources that Perform Services
For each service your organization offers, users can select the resources required, either as individual resources or as resource groups, to perform the service. To select resources, users create selection rules for the service that details what combination of individual personnel, equipment, and facilities, or resource groups is required when someone schedules this service.

For example, a user can set up a rule that a bike repair requires a bike technician and a specific set of tools.

Resource Selection Rules
In its simplest form, a selection rule is the list of users, facilities, or equipment that are required to perform a service for a customer and the rules that select them.

You can define resources by how busy they are, and whether the resources are from the same site or location.

For each service, you define at least one selection rule and select one or more users, facilities, and equipment to perform it. Using conditional sub-rules, you can further refine the resource selection. Microsoft CRM 4.0 displays your selection rules in a tree view.

A Resource Selection Rule defines the number and method for selecting resources within a group in addition to the amount of work required for a specific service. Additionally, the Resource Selection Rule also defines how resources are supposed to be used for a specific Service.

  • The Resource Selection Rule defines how to select members of a Resource Group or team.
  • It is also the link between a service and its resources
  • It can be as simple as delegating one specific resource to a service or as complex as choosing X number of resources based on their skill level, how busy they are, and an additional resource by minimizing cost.
  • Resource assignment rules including the defaults such as Least Busy and Most Busy.

Understanding the Difference Between ALL and a Quantity in a Selection Rule
Although you can consider ALL and Quantity similar to Boolean operators, they do not function identical to the operators.

In a selection rule, ALL can mean either of the following:

  • If the rule is followed by a list of resources, then every resource listed is selected.
  • If the rule is followed by sub rules, then every sub rule is observed.

Examples of selection rules that use ALL
The following rule requires all of the technicians in the resource group (no matter how many technicians are members of the group):

Rule – Select ALL from Technicians Resource Group

The following rule requires 1 technician and 2 interns:

Rule – Select ALL from

Sub-rule 1 – Select 1 Technicians Resource Group

Sub-rule 2 – Select 2 Intern Resource Group

The following rule requires all of the technicians in the resource group as well as
2 Tool Sets and 1 Tech Manual:

Rule – Select ALL from

Sub-rule 1 – Select ALL Technician Resource Group

Sub-rule 2 – Select ALL from

Sub-rule 2a – Select 2 from Tool Sets Resource Group

Sub-rule 2b – Select 1 from Tech Manual Resource Group

An example of a selection rule that uses a quantity
The following rule creates several possible combinations or choices from different resource groups:

Rule - Select 2 from

1 member of Senior Technician Resource Group or a set of 2 members of Technicians Resource Group

If you enter a quantity in the selection rule, the rule selects from a combination of all the sub rules under it that define equivalent resources. For example, one senior technician might equal two technicians or three interns. The quantity in the rule must be equal to or less than the quantity of sub rules or resources listed under it.

Types of Selection Rules
By using selection rules with ALL, a quantity, or a combination of both, you can create different types of selection rules:

  • Simple selection rules. These rules require resources from a list of equal resources, both individuals and resource groups.
  • Compound selection rules. These rules require a combination of resources, each selected by a sub rule.
  • Complex selection rules. These rules require resources that follow multiple sub rules.
  • Nested selection rules. These rules require resources that follow multiple sub rules within sub rules.

In the future blog entries, we will go through each one of the above rules.

RM
Microsoft CRM Consultant
Unitek Microsoft CRM Services

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Dec 15 2008

More Than 8 Tabs on a Microsoft CRM Form

Attempting to get the most use out of business unit or security role specific tabs usually depends on being able to manage a tab or in some cases a ‘section’ for each group. The main risk usually here is that A) It often gets confusing managing all the forms scripting when each business unit or security role has its own section or tab, and B) there is a limitation in Microsoft CRM 1.x, 3.0 and 4.0 (5.0 will likely be the same).

For those of you who are willing to take this risk, it’s important to understand that the following change is not supported by Microsoft, and when you upgrade from your current version (5.0 is right around the corner) below is a method for getting around the 8 tab per form limit. It is noteworthy to say that during the imminent upgrade, you will likely have to take the sections on tabs 9-x and for the purposes of your upgrade, you will have to take each section on your form and double click on it to temporarily move that section to a tab 1-8 (actually it’s 0-7), and post-upgrade you may be able to re-apply the below and still have more than 8 tabs.

One more thing, it has been noted by Dynamics design team that there was no noteworthy reason to have the 8 tab limitation, but just as noteworthy that your unsupported change will indeed cause issues if you do not reduce your max tabs down to 8 before attempting an upgrade.

In: C:\Program Files\Microsoft CRM Server\CRMWeb\Tools\FormEditor find your formeditor.aspx and select “edit.” Find the JavaScript variable “_iMaxTabs” and notice that it is set to 8. Change the value to your desired limitation, save and close, reset IIS and you should then be able to create the additional tabs needed from within the forms customization area.

Happy CRM’ing!!!

MM
Microsoft CRM Consultant
Unitek Microsoft CRM Services

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Nov 10 2008

Maximizing Your Sales with Microsoft Dynamics CRM 4.0

Maximizing Your Sales with Microsoft Dynamics CRM 4.0I don’t know whether anyone still reads books anymore but I’d thought I would recommend one.

Maximizing Your Sales with Microsoft Dynamics CRM 4.0

The book explains, in concise, easy-to-understand language, how to get the most out of this helpful crm software. Topics like working with contacts and accounts, managing opportunities and schedules, writing letters, sending emails, running reports, and more are explored in-depth. With this book and Microsoft Dynamics CRM 4.0, you’ll also be able to perform numerous other functions that will speed up your workflow and keep customers happy:

You’ll learn to:

  • Create price lists and discount codes to manage pricing
  • Generate quotes, orders and invoices for sales
  • Track competitor information
  • Automate correspondence using Outlook and Word
  • Create marketing lists of leads, accounts and contacts
  • Track the effectiveness of your marketing efforts
  • Much more!

I would also like to mention that Edward Kachinske attended our 6 day Microsoft CRM boot camp; this is what he had to say about us “DG, the CRM Practice Manager from Unitek, was a great resource while writing this book. He’s one of the premier Microsoft CRM trainers, and if you ever get the opportunity to take a class from him do so.”

To purchase this book visit amazon.com

For more information on an upcoming Microsoft CRM Boot Camp please click here.

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Oct 06 2008

Customize Microsoft CRM 4.0 Tool Bar by Adding a Custom Button

Published by under Microsoft CRM 4.0

After my last post (Customize Microsoft CRM 3.0 Tool Bar By Adding A Custom Button), I had a few inquiries as to how to customize Microsoft CRM 4.0’s tool bar. So in this post I will walk you through all the steps necessary to accomplish this in Microsoft CRM 4.0.

High level steps:

  1. Add a new webpage for the button. In the last post, I showed how to create a new virtual directory under IIS. In this post I will just add a new webpage to the ISV folder.
  2. Edit the ISV Config file to add the button to the Lead form Action Tool Bar

Add the code for the button

The best practice is to create a directory with the name of your company in the ISV directory and then create a directory with the name of the application (button) you are adding to CRM. In this example, I have created an html file that simply outputs a message when clicked. Create the directories

/ISV/YourCompanyName/MyCustomButton

Place the code for the button in the above directory

/ISV/YourCompanyName/MyCustomButton/MyCustomButton.html

Edit the ISV Config to add the button to the tool bar

Tool Bar Custom Button

We will place the button on the Lead Form’s Action Bar

If you have not done so, you need to enable ISV customization:

  1. From the Navigation Pane, click Settings, click Administration, and then click System Settings.
  2. Select the Customization tab.
  3. Locate the Custom Menus and Toolbars section and click the lookup button.
  4. Select all of the available values.
  5. Click OK.
  6. Click OK to save the System Settings.
  7. Close and re-open Microsoft Dynamics CRM 4.0 or just hit the F5 function key to reload.

Next we will edit the ISV Config file. For obvious reasons, please make a copy of this file as a backup before you edit it.

To edit this file you would have to export it from in Microsoft CRM 4.0. Once you exported it, make sure that you create a backup copy.

  1. From the Navigation Pane, click Settings, then click Customization, then click Export Customizations.
  2. Select the ISV Config
  3. On the Actions toolbar, click select Export Selected Customizations.
  4. Click OK to acknowledge the dialog box describing what will be exported.
  5. The file download dialog box appears. Click Save
  6. In the Save As dialog box, enter ‘ISVConfig’ in File name. Click Save
  7. Click Close
  8. Make a copy of the ISVConfig.zip file and rename to ISVConfigBackup.zip
  9. Open the ISVConfig.zip file
  10. Extract the customizations.xml file to a convenient location

Once you have created the backup copy, edit the ISV config file (customizations.xml extracted above) as follow:

Place the following node:

Tool Bar Custom Button

Tool Bar Custom Button

Save and close.

Now go to Microsoft CRM 4.0 and import this edited ISV.config file into Microsoft CRM.

Refresh Microsoft CRM 4.0.

Check this capability by opening a Lead record to see the button you just added.

RM
Microsoft CRM Consultant
Unitek Microsoft CRM Services

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Sep 22 2008

New Microsoft CRM 4.0 Book Coming Soon!!

Published by under Microsoft CRM 4.0

There have been some really good books written for Microsoft CRM 3.0 and CRM 4.0 but there’s another one on the horizon that will address CRM 4.0 in great detail. The book is titled “Maximizing Your Sales With Microsoft CRM 4.0” and is written by Edward Kachinske and Timothy Kachinske.

You can purchase from Amazon

Edward Kachinske has written a number of books for Microsoft products, as well as other manufacturers. Click here to see his collection at Amazon.com:

If you are a CRM consultant who needs to get up to speed quickly on CRM 4.0 or if you’re an end user or administrator for CRM 4.0 at your company, this book is a must!

DG
Microsoft CRM Consultant
Unitek Microsoft CRM Services

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Sep 02 2008

Sales Statistics About Microsoft CRM

Published by under Microsoft CRM 4.0

I learned some new numbers and statistics about Microsoft CRM:

  • There are now 14,000 customers and 775,000 users worldwide
  • Microsoft added 4,000 customers and 225,000 users in FY08
  • There are 500 Microsoft Dynamics CRM Online customers

This means that Microsoft has about 1/3rd the customer base that SalesForce has (SalesForce has 43,000 customers). We’re catching up !!

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Aug 04 2008

Customize Microsoft CRM 3.0 Tool Bar By Adding A Custom Button

After my last post, I had a few inquiries as to how to customize Microsoft CRM 3.0’s tool bar. So in this post I will walk through all the steps necessary to accomplish this.

I will use the “Quick Email” example/code from my last post. (Send Emails to Deactivated Leads Without Needing to Activate Them First)

High level steps:

  1. Add a new website for the button. We will create a website called QuickEmai. PLEASE NOTE: You can always add your web page created in the next step in the ISV directory. This post will show an alternative.
  2. Place the code inside an html page and place the html page in the QuickEmail directory/website.
  3. Edit the isv.config file to add the button to the Lead form Action Tool Bar

Add a new website:

Please NOTE: You can always install your web page in the ISV directory. However, we will create a directory; best to create it under C:\Inetpub\Custom

Start IIS Manager (Internet Information Services Manager)

IIS Manager

Expand the node that is the Local Computer.

IIS Manager

Right click on “Web Sites” and create a new “web site”. This starts the Web Site creation wizard.

First screen asks you to enter a description.

Second one will ask you enter the port number. Choose a port number you know is not being used:

Web Site Creation Wizard

On the next screen put the full path to the directory we created in Inetpub. At this point if we had not created the directory, we can create it.

Web Site Creation Wizard

Browse For Folder

On the next screen if you are doing more than a read, then check other items. For example if you are going to run a script (such as ASP), then check “Run scripts” as well.

Web Site Creation Wizard

Ok you are done. All you have to do now is to restart IIS.

Place the code inside an html page and place the html page in the QuickEmail directory

You can get the code form the previous post. (Send Emails to Deactivated Leads Without Needing to Activate Them First)

Place that code inside an html file: QuickEmail.html

Place QuickEmail.html file in C:\Inetpub\Custom\QuickEmail directory

QuickEmail

Edit the isv.config file to add the button to the tool bar:

Since this button is only relevant to a Lead record, we will place it on the Lead Form’s Action Bar

TEST QuickEmail

Next we will edit the isv.config file. For obvious reasons, please make a copy of this file as a backup before you edit it.
You will find this file under “_Resources” directory of you Microsoft CRM 3.0 installed directories. For one of my customer’s implementation it is located:

Resources

Edit the Microsoft CRM 4.0’s isv.config.xml file as follow:

In the file

  • Expand the <Entities> node
  • Expand the <Entity name=lead> node
  • Expand the <ToolBar ValidForCreate=0 ValidForUpdate=1> node

Place the following line under this node:

<Button Title=Quick Email ToolTip=Send Email to a disqualified Lead without needing to activate the Lead first Icon=/_imgs/ico_16_138.gif Url=/QuickEmail/QuickEmail.htm Client=Web,OutlookWorkstationClient PassParams=1 WinMode=1 WinParams=menubar=no,status=yes,toolbar=no,width=600,height=350 AvailableOffline=false />

Here is a partial view of the file:

Microsoft Visual Studio

Save and close.

Refresh Microsoft CRM 3.0.

Check this capability by opening a Lead record to see the button you just added.

RM
Microsoft CRM Consultant
Unitek Microsoft CRM Services

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Jul 18 2008

Unitek’s New Free Microsoft CRM Add-On!

Unitek’s Microsoft CRM Training Team periodically supplies FREE, useful tools for the CRM community! There is no charge to download and use these tools, either for yourself or your clients, but we do require that you complete a simple contact information form so that we can track the popularity and use of the specific tools.

We developed a method that gives users the ability to search Leads and Contacts simultaneously, with a single search. And as is our way, we want to share with the rest of the CRM community.

Here’s how it works.
Download your FREE CRM Add-On

We are interested in hearing your input on the Add-On, please feel free to comment below.

What other Microsoft CRM Add-On’s would you like to download?

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