How to copy Microsoft CRM Views from one customization file to another using the MSCRM View Copy Tool from our website.

What to do to submit information to us for installation.

Follow these instructions if you are not sure how to use the QoS-IT Portal

Assuming you have read and performed the instructions for installing the Web Portal (Instructions found here) follow these instructions to customize the web portal.

Read this article for instructions on how to install and configure the Web Portal.

Rollup 6 has been released for Microsoft CRM 4.0. This update includes all updates in previous rollups so you do not need to install them before installing this update.

You can find the Knowledge base Article here KB970148
You can download it here KB970148

Please make sure to backup all your data before installing.

If you run Microsoft CRM 4.0 on a Windows Server 2008 machine you may notice your “sessions” timing out too frequently.

This is due to IIS 7 assigning the default application pool “DefaultAppPool” instead of Microsoft CRM’s application pool “CRMAppPool” to all QoS-IT web applications.

Do correct this follow the procedure in this article.

Please refer to the Implementation Guide for Microsoft CRM for hardware and software requirements.

Direct link to System requirements here http://msdn.microsoft.com/en-us/library/dd979161.aspx

Download link for full implementation guide here
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&displaylang=en

1. Open your CRM in the web browser.
2. Go to Settings –> System Jobs
3. Right click any System Job in the list and select Copy Shortcut
4. Select Templates from the menu on the left hand side.
5. Click Email Templates
6. Open the template titled: “Duplicate Detection Task Completion Template”
7. Highlight the url in the email, then right click and select Paste.
8. Backspace any extra text after the “id=” and before the yellow slug so the url appear similar to the one in the image above.
9. Click Save and Close.

When creating a wait condition in an workflow Microsoft allows you to use two auto-generated dates. These are labelled as “Timeout” and “Execution Time”.

Timeout is always the current time (i.e. a clock). Such that if you wanted to make a workflow wait until a specific time stored in a field in the entity then you would need to use Timeout.

Execution Time is the time when the workflow started. This can be used for things such as recording the time of an event took place.