Send an Email from a Distribution Group – Exchange 2003

Posted by on May 28, 2009 in CRM 4.0 |

Hi All,

Today i had the wonderful pleasure of trying to figure out how to send an email from a email distribution group (active directory group).

The distribution group is ‘Support (support@xxxxxxx.com.au)’ which recieved all support emails. The user wanted to send & reply to emails from the support email address.

I had actually tried to send from this distribution group in outlook – using the From field and boom it worked – too bad it never worked for the other users (turns out i’m an exchange admin and can do whatever i want).

So the user got this error:

Your message did not reach some or all of the intended recipients.

      Subject: 

      Sent:     27/05/2009 2:25 PM

The following recipient(s) cannot be reached:

      Ibrahim Sukari on 27/05/2009 2:25 PM

            You do not have permission to send to this recipient.  For assistance, contact your system administrator.

            MSEXCH:MSExchangeIS:/DC=local/DC=mydomain:exchserv01

After literally 1 hour of searching, i managed to figure out that in the Active Directory MMC view (below), there is an option call ‘Advanced Features’ which apparently gives you the security options needed on a distribution group.

Steps needed to enable user to send an email from a distribution group:

  1. Enable ‘Advance Features’ view from the MMC console – Click on View > Advanced Features
  2. Find the distribution group in question, go to properties > security tab > add the user wanting to send the email > give the user permission to send AS or give full control.
  3.  Enable the ‘From’ field in outlook (i am using Outlook 2007) – Click on the ‘options’ menu > click on ‘Show From’
  4. Click on ‘From’ – then choose the distribution group (mine is Support)
  5. Send the email – check the other email account.

That’s It for now, any comments and suggestions are welcome.

-Ibrahim Sukari

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Call/Request a workflow in CRM 4.0 using Javascript

Posted by on May 25, 2009 in CRM 4.0, Customizations, JavaScript |

  1. Add a button on Form’s Toolbar/Grid’s Menu Bar for the entity in ISV config file (export ISV config)
  2. Call launchOnDemandWorkflowForm (for button on Form) or launchOnDemandWorkflow (for button on grid) functions and pass the parameters sGrid, iObjType and workflowId.
  3. Save the config file and import it to CRM.

An example of this could be:

<Entity name="account">
<ToolBar ValidForCreate="0" ValidForUpdate="1">
<Button Icon="/_imgs/mybutton.jpg" JavaScript="launchOnDemandWorkflowForm('', '10029','{00000000-0000-0000-0000-000000-00000}');" PassParams="1" WinParams="" WinMode="0">
<Titles>
<Title LCID="1033" Text="Send Email" />
</Titles>
<ToolTips>
<ToolTip LCID="1033" Text="Send Welcome Email" />
</ToolTips>
</Button>
</Entity>

Or you can alternatively request it from the web service:

/* the function */
ExecuteWorkflow = function(entityId, workflowId)
{
var xml = "" +
"<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
"<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" +
GenerateAuthenticationHeader() +
" <soap:Body>" +
" <Execute xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" +
" <Request xsi:type=\"ExecuteWorkflowRequest\">" +
" <EntityId>" + entityId + "</EntityId>" +
" <WorkflowId>" + workflowId + "</WorkflowId>" +
" </Request>" +
" </Execute>" +
" </soap:Body>" +
"</soap:Envelope>" +
"";
var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Execute");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);
var resultXml = xmlHttpRequest.responseXML;
return(resultXml.xml);
}

// call the workflow
var theWorkflowId = "3FD2DD58-4708-43D7-A21B-F0F90A0AA9F2"; //change to your workflow Id
ExecuteWorkflow(crmForm.ObjectId, theWorkflowId);

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Find/Retrieve/Get CRM 4.0 CD Key

Posted by on May 25, 2009 in CRM 4.0, Licensing |

Hello all,

For those wondering on how to find/retrieve/get your current CRM 4.0 CD key, you will have to query the MSCRM_CONFIG database.

SELECT LicenseKey FROM ConfigSettings

If you have the media (assuming it’s ordered using Volume licensing or using the SPLA media), you can look under DRIVE:\AMD 64 or I386\license.txt

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Add a Button to a Form

Posted by on May 23, 2009 in CRM 4.0, Customizations, JavaScript |

This post is to show how to add a Button to a MS CRM Form, not to the Navigation Pane nor to the Menu Bar, but to the actual Form itself.
In this post I will show a simple usage of the Button, to show its function. You can understand that more advanced functions can be triggered by the button, but that’s not the aim of this post.For this example I have used the default Contact Form. The Address Section is hidden onLoad and a Button is shown.

Button on Form

By Clicking on the Button the Section with the Address Details is shown again. In this example the Button Disappears, because it has no use anymore. (I could have added a function to hide the section again).

Button on Form2

To achieve the above I have created a new Section with a new Attribute (new_button).

Button on Form3

Next to that I placed the following Script in the onLoad of the Form:

Update: 9th March 2010 – updated code blocks – wordpress broke the code!

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CRM 4.0: Notes Count on any Entity

Posted by on May 20, 2009 in CRM 4.0, Customizations, JavaScript |

NotesCount is a client side JScript customization, which enables CRM useres to recognize the amount of attached notes or attachments to any CRM record (e.g. contact, account, case, …) within the tab on top of the main form of the record.
Intention
NotesCount is intended to improve the UX of all Microsoft Dynamics CRM 4.0 users. By showing the amount of attached notes or files referenced to CRM records without opening the notes tab it will reduce the risk to miss important information.

screenshot 

More info & Download: http://notescount.codeplex.com/

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CRM4: Update Rollup 4

Posted by on May 20, 2009 in CRM 4.0, Deployment |

Update Rollup 4 for Microsoft Dynamics CRM 4.0

The Microsoft Dynamics CRM Sustained Engineering team released Microsoft Dynamics CRM 4.0 Update Rollup 4 on Thursday, May 7, 2009.

Below are the links to the release and related information about the Rollup. Please see the Knowledge Base (KB) article for more details about the Update Rollup 4 content and instructions.

Install Details about Update Rollup 4

 

  • Update Rollup 1, Update Rollup 2 and Update Rollup 3 are not prerequisites for installing Update Rollup 4
  • The Update Rollup 4 client can be deployed before the server is upgraded to Update Rollup 4
  • Update Rollup 4 can be uninstalled
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Remove ‘Resource Center’ from CRM4.

Posted by on May 18, 2009 in CRM 4.0, Customizations |

Hi All,

If you would like to remove the ‘Resource Center’ menu navigation area in CRM, just do the following:

  1. Export the SiteMap customizations from CRM.
  2. Unzip the file, then open the XML file and scroll to the end of the file and look for:
  3. Highlight the the whole <area id=”ResourceCenter”> node and delete.
  4. Save the XML file.
  5. Re-Upload into CRM.
  6. Clear IE cache and refresh – You should no longer see the navigation.

Any suggestions or comments welcome!

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