Get the latest hotfixes for the CRM 4.0 outlook client

The product team has posted a blog article about the known issues with their hotfixes on the team blog. I'd strongly recommend everybody to look at this list and to install all applicable hotfixes for your system.

The following issues are discussed:
1. Outlook hangs during initialization (progress toolbar displays “Loading…” and never finishes)
2. With E-mail Auto Promotion Enabled, Outlook may not close cleanly/properly.
3. Contacts with birthdays earlier than 1/1/1970 causes Outlook to crash
4. Items in Shared Calendars will report Sync Issues
5. Cannot Promote an E-mail where the name of the attached file contains a ‘&’ symbol.
6. Selecting Dismiss on Outlook Calendar reminder for Service Activity causes record to change Status Reason back to default value for that record.
7. OWA Sent Emails Get Stuck in Outlook Draft Folder When Outlook Is Open And CRMADDIN is Enabled
8. Microsoft Outlook stops responding when you open, close, reply to, or forward e-mail messages in the Microsoft Dynamics CRM 4.0 client for Outlook
9. CRM Outlook client and/or Desktop Client hangs in presence of other Outlook add-ins
10. Phone call activity due time is changed after the activity is snoozed or dismissed.

There is a cumulative hotfix which does fix each of these as well: Download

Uploading office 2007 (docx) files to CRM

On the newsgroups I've been talking to some people about uploading Office 2007 files. This appears to be not working as expected. There is a hotfix available for this issue now. Note: this hotfix is not included the rollup 1 package. Look at this page for more information: http://support.microsoft.com/default.aspx/kb/929488

Enable or disable advanced find feature on attributes

Did you know that you can set each attribute of each entity to be able for advanced find or not?

By doing this you can specify which fields the users can search on. That means that all the fields which you do not use in your CRM system can be removed from the list to make using the advanced find easier.

So how do you do this? Just:
- go to system
- customizations
- customize entities
- select any entity
- go to the tab attributes
- select any attribute
- swich the flag 'Searchable'

Hm? You dont have that flag? Go get it at: http://support.microsoft.com/kb/912061/EN-US/

Good luck!

Fix alpahabet bar in Dutch CRM

The Dutch version of CRM has a nice bug. The alphabet bar looks like:
A B C D E F G H I K K L M N O P Q R S T U V W x Y Z

As you can see, there are two bugs. The first one is the double K and the second is the lowercase x. This has finally been fixed! They are still working on the kb article pages, but you can request the fix. The KB article is: 919358. In case you can read french or italian, look here: http://support.microsoft.com/kb/919358/fr or http://support.microsoft.com/kb/919358/it. The other languages will come slowly, but thats not that important. Just request the fix :)

Update Rollup 2 is available for Microsoft CRM 1.2

Update Rollup 2 is a tested, cumulative set of updates for Microsoft CRM Server 1.2, Microsoft CRM Sales for Outlook 1.2, and Microsoft CRM-Exchange E-mail Router 1.2, including performance enhancements, that are packaged together for easy deployment.

Find more info here:
http://support.microsoft.com/default.aspx?kbid=904435

Or download the package here: http://www.microsoft.com/downloads/details.aspx?FamilyId=172861AE-D02E-4441-B432-26E88DD0AB14&displaylang=en