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Mark Fowler

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Working as a consultant I started my illustrious working career in CRM when Microsoft decided to enter the market in 2002. MS CRM arrived on our shores as version 1.2.
I figure that it is well overdue to share some of my hard earned experience with the CRM community and now find myself setting up my own blog, I hope that readers find this site interesting and look forward to hearing any feedback.

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November 13

Field level security

For those looking to enforce Field Level Security for a CRM deployment, Microsoft has come up with a whitepaper that will assist you in coming up with a workable solution. Understanding the architecture, Access Channel's & Access Method's available to users coupled with the introduction of plug-ins may help you in deploying FLS.
 
There is also a couple of handy code snippets!
 
October 28

Microsoft Dynamics 4.0 Outlook Client

It appears that the team at Microsoft have released an update to the Outlook client, not exactly sure what has been addressed here so stay tuned!
 
For those that want to download it click here http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=60c4a6cc-59d7-416e-9f44-0ae8ff249768 I'm tipping this will be an improvement!
August 29

xRM

Trying to explain xRM can tend to get a little confusing to some, the fact that pic's are supposed to say a 1000 words then check this out http://www.youtube.com/watch?v=Yru5CkANOKA
May 18

Microsoft CRM Version 5.0

Some interesting news on release dates for CRM 5.0.

 

I was lucky enough to have spoken with Brad Wilson (GM MBS) today; I was particularly interested in finding out about release dates etc for CRM version 5.0 as well as what functionality has been adopted by Microsoft. It appears as though the TAP (Technology Adoption Program) for CRM 5.0 will be open for partners in about 6 months time around Oct, Nov 09. With release for version 5.0 in the second half of 2010. This will give partners 12 months to get up to speed with the new features.

 

As far as features to be adopted in the new release its always hard to pin point so far out from the release date but after having a little look around I found that Simon Hutson seems to have a good handle and a great blog, so if you need to see some screen shots and a great explanation of things to come check it out here: http://blogs.msdn.com/ukcrm/archive/2008/11/10/what-s-new-in-crm5.aspx

May 08

MS CRM 4.0 Rollup 4 Released

You can download the latest rollup for MS CRM 4.0 here: http://www.microsoft.com/downloads/details.aspx?FamilyID=0DDF8E83-5D9C-4FE7-9AE6-F2713A024071&displaylang=en seems like yesterday that rollup 1 was released... ;)
 

Notes about exporting and importing customisations

 

You can export customisations from a server that has Update Rollup 2 or Update Rollup 3 for Microsoft Dynamics CRM 4.0 installed and import those customisations to a server that has Update Rollup 4 for Microsoft Dynamics CRM 4.0 installed. You can also export customizations from a server that has Update Rollup 4 for Microsoft Dynamics CRM 4.0 installed and import those customizations to a server that has Update Rollup 2 or Update Rollup 3 for Microsoft Dynamics CRM 4.0 installed.


If you export customisations from a server that is running Microsoft Dynamics CRM 4.0 server, do not import the customisations to the Microsoft Dynamics CRM 4.0 server in the following scenarios:

  • The server from which you are exporting the customisations has no updates installed or has Update Rollup 1 for Microsoft Dynamics CRM 4.0 installed. However, the server to which you are importing the customisations has Update Rollup 4 for Microsoft Dynamics CRM 4.0 installed
  • The server from which you are exporting the customisations has Update Rollup 4 for Microsoft Dynamics CRM 4.0 installed. However, the server to which you are importing the customisations has no updates installed or has Update Rollup 1 for Microsoft Dynamics CRM 4.0 installed.

 
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