MSCRM 4.0 Update Rollup 1

Posted by on Jan 4, 2009 in CRM 4.0, General |

 

Microsoft has release rollup 1 for CRM 4. KB952858 can be downloaded here.

This upate is for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, and Microsoft Dynamics CRM 4.0 E-mail Router.

Please note that if you have customized Microsoft Dynamics CRM 4.0 Help files, back up your customized files before you install this update !!!

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Increase E-mail Attachment Size

Posted by on Jan 4, 2009 in CRM 4.0, General |

The default attachment file size limit in Microsoft Dynamic CRM 4.0 is 5 MB. 

There is good reason for this – as a general rule you should be placing some restrictions on the amount of file data that can enter CRM so that the database can maintain a reasonable size and so that performance is optimized. However, your business may find the need to increase this size a little in order to handle larger file attachments. 

Here are the instructions to increase the file size limit to 10 MB.  You can go larger than this, but pay close attention to the table size and performance over time as you want to keep CRM running as well as possible. Note – even though the System Settings option looks like this it would apply to email attachments only, it does apply to “notes” type attachments as well.  Finally, this procedure to change the max attachment size is not an officially published recommendation, so use this at your own risk. 

How to increase the max attachment size in CRM 4.0:

1.           Open the application web.config (C:\Inetpub\CRM\web.config).

2.           Locate the <httpRuntime> key within the <system.web> element and change the values to the following:

<httpRuntime executionTimeout=”9999″ maxRequestLength=”10240″/>

3.           Locate the <httpRuntime> key within the <system.web> element of the <location path=’MSCRMServices”> element, and change it to the following:

<httpRuntime maxRequestLength=”10240″/>

4.           Save and close the web.config.

5.           Open the CRM web application (http://crm).

6.           Navigate to Settings | Administration | System Settings.

7.           Click the E-mail tab.

8.           Change the maximum file size (in kilobytes) field to 10240.  

9.           Click Ok to save the changes.

10.        Perform IISReset. 

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Synchronize CRM Contacts into OAB (Offline Address Book).

Posted by on Sep 18, 2008 in CRM 4.0, Deployment |

One problem that i have had with clients with the Outlook Client installed is that it doesn’t automatically sync. contacts from CRM into outlook for the purpose of sending emails etc.

Heres how you would enable it for your users and clients:

  • Click on the CRM menu in Outlook

  • Then click on the ‘Address book’ tab then click on the second options shown ‘Match all contacts in Microsoft Dynamics CRM

  • The following window should appear (after you synchronize with CRM, click on options > sync with CRM), after that your contacts should appear in the address book:

Hope this helped!

-MSCRM Person

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Hiding Sidebar Navigation (Related Entities)

Posted by on Sep 18, 2008 in CRM 4.0, Customizations, JavaScript |

Hi Guys,

Recently for a client, we had to create some many-to-1 relationship from Contact to Accounts & Opportunities.  We then had the problem of the related entity navigation on the side showing up.  They didn’t want to see all these related navigations. I added some onLoad code on the contact form to hide the Sidebar navigation.

Before:

The key is to get the relationship Elementid from the source code of the page (Press Ctrl + N to open new window, then click on the ‘view’ menu and click ’source’). Then find the Name of the Navigation and find the element id:

onLoad code:

document.getElementById("nav_new_contact_account_dm1").style.display = "none";
document.getElementById("nav_new_contact_account_dm2").style.display = "none";
document.getElementById("nav_new_contact_account_dm3").style.display = "none";
document.getElementById("nav_new_contact_account_dm4").style.display = "none";
document.getElementById("nav_new_contact_opportunity_dm1").style.display = "none";
document.getElementById("nav_new_contact_opportunity_dm2").style.display = "none";
document.getElementById("nav_new_contact_opportunity_dm3").style.display = "none";
document.getElementById("nav_new_contact_opportunity_dm4").style.display = "none";

After:

I hope this helps you all and gives you some idea of how powerful JavaScript & CRM are.

-MSCRM Person

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