21 July 2009

CRM 4 - Small changes:big effect

1) Multi-Columns sorting

All CRM view actually support multi-columns sorting, the key point is user must press [shift] and click the second column, seems not much users notice this usefull feature.

2) Manipulate CRM Privileges

If you found that your entity privileges in security role page just consist of "None Selected" (empty red circle) or "Organization" (filled green circle). Please double check your entity information ownership is it set correctly.
-for organization owned entities - only Organization and none security levels allowed
-for user owned entities - none, user, business unit, parent child business unit and organization level allowed.

Sql query for better understanding...
SELECT OwnershipTypeMask as mask,*
FROM MetadataSchema.Entity
WHERE OwnershipTypeMask=8
ORDER BY OwnershipTypeMask

03 July 2009

CRM 4.0 Update Rollup 5

RollUp 5 for MSCRM 4.0, this time including the rollup for SRS data connector, as usual it was packed into 64/32 bits version. You can get it from the link below Download Here

Rollup 5 can be uninstall.
Again, backup your unsupported customization before install the rollup.
For export/import customization from different version:
  • Rollup 5 is compatible with rollup 2,3,4
  • Not compatible with rollup 1 or original version without rollup.

Detail on rollup 5 can found in this KB970141