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Monday, April 12, 2010

Error message after having raised the length of an address field

Pointless error message:

GenericErrorMessageThis message can occur, when you save the form, if you raised the length of address fields in account, contact or lead entity.

The cause is simple: Even if you can add as many characters in these fields as you specify in the customization, the value is also duplicated in the customeraddress entity. If you forgot to customize also that entity, you will get the above error message.

Solution? Just customize the customeraddress entity like the account, contact or lead entity.

Sunday, April 11, 2010

Updating custom entities icons

For all our projects, we are always customizing Microsoft Dynamics CRM 4.0. To achieve that, we create many custom entities and one of the worst aspect of that heavy customization is to have a lot of custom entities with the same icon. So, it is difficult to identify them just with their icon (like the screenshot below).CustomEntitiesStdIn order to customize further the application, it is a good thing to add different icon to each custom entity.

The standard approach

This approach consists of using the standard feature of Microsoft Dynamics CRM 4.0 to update custom entites icons. In the customization view, just click on the menu “More actions” and click on “Update icons…”.

UpdateIcones 
You then need to provide a file for each required icons:

  • icon in web application (16x16 / gif / less that 10kb)
  • Shortcut icon in Outlook (32x32 / ico / less than 10kb)
  • Icon in entity form (66x48 / gif / less than 10kb)

UpdateIcones2

As you can see, it has a lot of restriction and you need to create your own ico file, which is not always an easy thing. And let’s be realistic, everybody is not an artist and can create icons…

The best approach 

The best approach, from my point of view, of course…

… is to use the Demonstration Tools provided by Microsoft (download here). This tool as many features but one of the best is “Icon Maker” feature.

DTIconMaker

  • The “Icon Maker” allows you to select a file for each of the three required icons or a file for the three of them.
  • It helps you to create the Entity Form icon with a background (which is the hardest icon to produce by your own).
  • You can use BMP, PNG and JPG image format, not only GIF

DTIconMaker2 Just select your image(s), adapt the Entity Form icon, and click on “Publish to CRM” button to select the entity to update.

DTPublish

If the icons are not beautiful enough for you, you can also save the three resulting icons to update them using your favorite drawning software.

DTSavedIcons

The final result:

CustomEntities2

Some resources

Free icons:

http://www.famfamfam.com/

http://www.freeiconsweb.com/

http://www.iconfinder.com/free_icons

http://www.iconspedia.com/

Other icons:

www.iconexperience.com

http://www.777icons.com

http://www.iconarchive.com/

Friday, April 9, 2010

Management Pack for SCOM 2007

Since MOM Management Pack, there wasn't anything regarding the latest version of the operating management for Dynamics CRM 4.0.

It is out now!

See the post on the CRM team blog