Bulk Emails with attachments using MSCRM Templates

Hi Guyz,

I am working on a custom application from last few weeks. The application will send bulk emails with attachments using MSCRM templates. This functionality does not exist in MSCRM.

The coding is almost finished. I am working on a deployment package.

Any suggestions welcome. Here are few screen shots of the application.

1. Choose a sender: Sender can be a user or a queue. User can send an email on behalf of another user


2. Choose an entity: Entity can be account, contact,lead or an opportunity


3. Choose a list: Based on the choosen entity in step 2, the system will display advanced find queries available for selected entity and sender.


4. Choose a template: Based on the choosen entity in step 2, the system will display all the available templates available for selected entity and sender.


5. Attach the files: Choose a file to attach and press attach butoon as shoen in the screen shot above.


6. Files can be removed by clicking on remove link as shown in the screen shot above.


7. The user have an option to send a test email by clicking send test email button.

Send test email button will bring up lookup screen for the entity. For e.g. Account lookup in the screen shot below

Choose the test record and email will be sent to the selected record.

Check your test email, if every thing looks alright send the bulk email by clicking Send Email button.

This application is for sale like an addon. The sale price is $3000. The price is in Australian dollars. Please conatct me if you are interested.

MSCRM GP Connector

Hi guys, How are you all going?
I just started working on MSCRM GP Connector. I have few different versions of connector in mind.

• First one that can be schedule to run at specified time or trigger by the user by pressing a button.
• Second one that will use real time integration.

Hey guyz please send some suggestions, what would you like see in this connector?

Have a nice weekend.

MSCRM Asynchronous Service is not working

Hi guys, I have come across this problem few times now. This is preety common with upgraded deployments. If your workflows are not firing or your data imports are not working and asynchronous services are running properly. Then what's the problem?

The problem is there is an entry missing in your mscrm database.

To fix this problem update column AsyncSdkRootDomain to servername:port
(crmserver:5555) in DeploymentProperties table.

Happy Easter.......

MSCRM Book

From last few months, I am going through this book called XCRM as Rapid Application Development. This is one of best CRM book I come across for CRM developers. This book includes a lot sample code, helper classes and a lot of valuable tips to turn your CRM development team into a CRM sausage factory.

It is written by David Yack.

Thanks

Changing MSCRM Port number

Few months ago, One of my client asked me to change the CRM port number from 5555 to 80.
They were having some backup problems because of port 5555.
The process is very straight forward.

Step 1.
As usual take the backup of the orgname_MSCRM database.

Step 2.
Export all the customizations.

Step 3.
Go to IIS and change the port number of the MSCRM website to 80

Step 4.
Go to windows registry

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM

a) Change the port number on ServerURL to your new port number

It looks like http://:5555/MSCRMServices.
To change the port number to 80 the url should look like
http:///MSCRMServices

b)Change the port number on LocalSdkPort to your new port number.

Check if the CRM is working.

Step 5.
Run the outlook configuration Wizard to change the outlook client.
Choose the option change your configuration and add new URL for the MSCRM Server.

Step 6.
Change the Email Router configuration. To do that

a) Go to Microsoft Dynamics CRM E-mail Router Configuration Manager.

b) On the Deployments tab, update any deployments that are set up to use the Microsoft Dynamics CRM server that uses the new URL.
c)Click Publish to save the changes.

You are ready to go.

I had a problem at this stage. Email Router configuration wizard did not accept the new SERVERURL.

So I downloaded CRM Deployment Configuration Tool from

http://www.microsoft.com/downloads/details.aspx?FamilyID=6e211231-30fe-4df2-9b81-15cfb87adcf1.

Go to command prompt, type the path to the directory that contains the Microsoft.crm.deploymentconfigtool.exe file, and then run the following commands to correct this setting:

microsoft.crm.deploymentconfigtool addresssettings update -webapprootdomain:crmserver:portnumber
microsoft.crm.deploymentconfigtool addresssettings update -sdkrootdomain:crmserver:portnumber

That's it

Good Luck

Opportunity setstate plugin problems

Few months ago, I was writing a plugin on opportunity setstate. I registered the plugin using registeration tool. My plugin never get triggered. After messing around for few hours, I registered the plugin on SetStateDynamicEntity message. Even then when I closed the opportunity, the plugin did not trigger, did not matter if it's won or lost opportunity, But plugin did trigger when I reopened the closed opportunity. I tried a lot of different things and at the end I registerfed my pluggin for win and lose message instead of setstate or setstatedynamicentity message. It worked this time.
I hope this will help some of you guys facing the same problem.

Have a nice weekend.

MSCRM Shop: Hidding unwanted views from the drop down

Hi

I came across this beautiful article from Darren:

http://msdynamicscrm-e.blogspot.com/2008/02/hiding-view-in-crm-40-using-plug-in.html