Showing posts with label CRM 2011. Show all posts
Showing posts with label CRM 2011. Show all posts

Wednesday, 19 October 2011

Specified Reporting Services Report Server URL http://SERVERNAME/ReportServer cannot be resolved into IP. The requested name is valid, but no data of the requested type was found


A Quick Post today, I had the following error when installing Dynamics CRM 2011

Specified Reporting Services Report Server URL http://SERVERNAME/ReportServer cannot be resolved into IP. The requested name is valid, but no data of the requested type was found

The resolution was simple - I had manually typed in the Report Server Address as it was different from the default and it was spelt incorrect.  Double check the Report Server URL. 

Hope this helps somebody
Tony

Friday, 23 September 2011

Dynamics CRM 2011 - Outlook Reminders and Flags not working

One of my team noticed (after being 15 minutes late for a meeting) that they were no longer receiving Reminders for appointments in Outlook 2011.

On further investigation Reminders worked CRM was disabled but not when CRM was enabled.  They were on the latest rollup at the time, Rollup 3.

This led me to search the Knowledge Base and I found the following;
http://support.microsoft.com/kb/2586274

Outlook Reminders and Flags not working after installing Microsoft Office 2010 SP1 or Public Update 2583910 for Office 2007 with Dynamics CRM 2011
Symptoms
After installing Microsoft Office 2010 SP1 or the September 13, 2011 public update for Outlook 2007 (2583910), you notice that you are not getting reminders for your appointments anymore. Also using the flags to mark your follow-up items no longer work. When trying to flag an item for follow-up the item will be marked as completed and the flagged items will not show in the To-Do Bar.

Resolution
The fix for this is included in the August update for Office 2010. http://support.microsoft.com/kb/2588842

The Outlook 2010 update needed to resolve this issue is available on this KB
http://support.microsoft.com/kb/2584053

The Outlook 2007 update needed to resolve this issue is available on this KB
http://support.microsoft.com/kb/2553028




I simply installed the update above and this did the trick.  I hope this helps somebody having the same issue with reminders / notifications

Thursday, 22 September 2011

Dynamics CRM 2011: How to create a Data Map using the Download Template for Import XML file

In this post I intend to cover how to create a Data Map using the Download Template for Import XML file

I had a requirement where I needed to create my own custom data map, but I did not want to do this from scratch.  Microsoft Dynamics CRM 2011 differs from CRM 4.0 when it comes to creating data maps.  In CRM 4.0 I could do this using a wizard; however this is not available in CRM 2011.

Begin by using the “Download Template for Import” option in CRM from the entity you require a data map for.  This creates an xml file with the data map already included.

Open the file in Excel and fill in any one column with data.


Save As a CSV file

The most import step here is to RENAME the file from Lead to anything other name.  Here I have used a 1Lead1.csv


Select the “Import  Data” option in CRM and upload the newly saved CSV File

Select Next on the Review File Upload summary window


Select Default (Automatic Mapping) option


Select your Entity name from the drop down


Select Next (If any fields are not automatically mapped, they will need to be done on this window.  Select “Show Unmapped” to find which fields these are)


Select next on the review window


The following is where we get the option to create a Data Map.  Enter a Data Map Name.


 
Now in the Data Management areas in Settings we will be able to see the custom Data Map.



This can be done for, and not limited to, the following entities; leads, contacts, accounts, opportunities, address, case, e-mail, note and quote