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With the addition of the 3 parts of the implementation guide on Microsoft TechNet, the Dynamics CRM team is a step closer to provide all Technical Microsoft Dynamics CRM 4.0 Documentation online:

Microsoft Dynamics CRM 4.0

• Introduction
• Planning Guide
• Installing Guide
• Operating and Maintaining Guide
• Microsoft Dynamics CRM SDK
• Report Writers Guide
• Appendix A: Security Roles and Privileges
• Glossary
• Technical Articles

(2 votes, average: 2.50 out of 7)

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A customer of my wants to track E-mails directly from a Shared (Group) Outlook mailbox. A simple question, but until now I could only solve this by using Queues. Queues could not be used for some reasons.

The workaround I presented was to move or copy the E-mails from the Shared Mailbox to the Personal Mailbox and track the E-mails from there. It works, but with every workaround, it is a workaround.

I kept searching for a structural solution. And I have found it finally.

On the page “Microsoft Dynamics CRM 4.0 updates and hotfixes” (http://support.microsoft.com/kb/949256) there is a section “Hotfixes that have limited distribution”. In this section hotfix number 953812 is mentioned with the title “A hotfix that enables you to track an appointment in a shared calendar in the Microsoft Dynamics CRM 4.0 client for Outlook is available“.  The details of this hotfix describe it not only works for Shared Calendar, but also for Contacts and Tasks.

After some experimenting I found out it also works for Shared Mailboxes !!!

Problem solved.
The message “Only items in the default Microsoft Outlook store can be promoted to Microsoft dynamics CRM.” is History!

Only catch, the solution is supported, but the functionality I use it for isn’t, so it can be undone with a future rollup pack or something. I have succesfully tested it with Rollup 4. (With Rollup 2 it didn’t work.)

(8 votes, average: 6.13 out of 7)

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On the standard contact form the field website is not clickable. You have to copy the url to a browser address bar. This is probably because of the synchronization with outlook.
To make the field clickable on the form you can add the following code to the OnLoad of the Contact form.

/*** make website field clickable***/
//change color and make underlined
crmForm.all.websiteurl.style.color = "#0000ff";
crmForm.all.websiteurl.style.textDecoration = "underline";
/* Double Click website to Open*/
function CreateURL(WebSite) {
    return function() {
        if (WebSite != null && WebSite.value.length > 0) {
            var prefix = WebSite.value.substring(5, 0);
            if (prefix == "http:") {
                window.open(WebSite.value);
            }
            else {
                window.open("http://" + WebSite.value);
            }
        }
    }
}
crmForm.all.websiteurl.attachEvent('ondblclick', CreateURL(crmForm.all.websiteurl));

(1 votes, average: 2.00 out of 7)

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