I frequently have to set up a CRM system and it needs to talk to the email server in order to send emails or relay emails.  But cannot tell whether or not the SMTP server needs logon credentials or not.  Also, it may be setup, but you don’t know if it is responding without going through tons of logs.

1. Telnet into Exchange server hosting IMS service using TCP port 25.

at the Command prompt type: telnet <servername> 25

2.If you don’t see anything or if you type and nothing shows, turn on Local Echo.
type : set local_echo

3. Now lets start by typing the parts in red

type: helo <your domain name><enter>

250 OK

type: mail from: <your Email Address><enter>

250 OK – mail from <your Email address>

rcpt to: <recipient address><enter>
250 OK – Recipient <recipient address>

data<enter>
354 Send data.  End with CRLF.CRLF

To: <recipient’s display name><enter>
From: <your display name><enter>
Subject: This is a test message<enter>
<Enter you body text><enter><enter> . <enter>

250 OK

quit<enter>

If all goes well, you should receive an email to the address that you put in the To section.  If there are any errors, then likely relaying is not on, or you need to issue a username and password to the server to send the email.

QuickBooks PDF converter activation error -20. You can not print directly to the QuickBooks PDF converter. Try using the QuickBooks Save as PDF option.

This is error seems to occur on 64Bit systems that Quickbooks is installed on, and you are trying to print or email the invoice or purchase order from within quickbooks.

The issue relates to a 32bit pdf driver that Quickbooks uses.  To fix the problem you must install the 64 bit pdf driver that quickbooks uses.

1. Firstly download the Amyyuni 64Bit Driver from intuit.
2. Unzip the driver to a new folder and run install.exe
3. Now go to your printer drivers and rename the printer QuickBooks PDF Converter to something else
4. Now rename the ‘Amyuni Document Converter’ to be call ‘Quickbooks PDF Converter
5. Restart your quickbooks if it is still running and test it out!

This worked for my after finally finding the solution on the intuit site.

Add a link to your MSCRM account record to your Internet Information form in GP. To get to your Internet Information form click the i
on you Customer Maintenance form.

Add the url to your account record to the User Defiened 1 field (or an other field on the form). If you do not see your address url click “Ctrl-n” to open in a new window.

Now when you click on the User Defined 1 link your CRM Account form will open up. This is assume that you can access your CRM server from the same computer as GP and you automatically login to CRM. If every thing work now you can add the link to Scribe to automatically update your [Internet Information].[ User Defined 1] field. Make sure this field is not being used for any other information first by running the following query on your GP company database.

SELECT
*
FROM SY01200 WHERE
ISNULL(INET7,”)
<>
”

This query should not return any rows. If it does check to see what it return and if one of the other fields would be better to use. Now add the data link to your Scribe DTS. If using the template it would be the “AccountToERP.dts” Make sure to update both the “Internet Information Update/Insert” and “Internet Information (2) Insert” steps with the following formula. This formula assumes that the accounted is Ref S13.

CONCATENATE(”http://{crmserver}:{port}/{orgName}/sfa/accts/edit.aspx?id=”, S13 )

Save your DTS then update a record in CRM and check to see if it gets updated in GP. Note make sure to backup your GP, Scribe Internal and CRM database before making any changes.

If you are trying to get a list of all the shipping methods in GP they are stored in the [SY03000] table.

SELECT [SHIPMTHD]
,[SHMTHDSC]
,[PHONNAME]
,[CONTACT]
,[CARRACCT]
,[CARRIER]
,[SHIPTYPE]
,[NOTEINDX]
,[LSTUSRED]
,[CREATDDT]
,[MODIFDT]
,[DEX_ROW_ID]
FROM [PRICE].[dbo].[SY03000]

Found a blog with list of tables for GP
http://vstoolsforum.com/blogs/dynamicsgp/archive/2009/03/19/dynamics-gp-10-company-tables.aspx

Using the Scribe “Dynamics GP to Dynamics CRM” template, I was getting system jobs failed when updating or creating records in CRM. After lots of testing and trying I read something about permission in message queue. I went in the message queue for:

• {server}\private$\{orgName}@{server}_mscrmpubfailed
• {server}\private$\{orgName}@{server}_mscrmpubin
• {server}\private$\{orgName}@{server}_mscrmpubsucceeded

I adjust the security for “Everyone” on the queues to “Full Control”. Updated an account in MSCRM and the system jobs then succeeded. I think you might be able to adjust the setting so it not “Full Control” for sure the plug-in needs to be able to send a message to the mscrmPubIn queue.

Works (on and off line) with:

• Internet Facing Deployment (hosted deployments)
  
• On-premise
  
• Live
  

Supported Entities:

• Accounts
  
• Contacts
  
• Opportunities
  
• Leads
  
• Cases (incidents”)
  

Activities:

• Phone Call
  
• Task
  
• Email
  
• Fax
  
• Letter
  
• Appointment
  
• Letter
  
• Service Appointment (only creates service appointment does not complete them)
  

Associate Entities (Creating one entity from an other including all mappings)

• From Account
  • Contact
  • Incident
  • Opportunity
  • Quote
  • Sales Order
  • Invoice
• From Contact
  • Incident
  • Opportunity
  • Quote
  • Sales Order
  • Invoice
• From Opportunity
  • Quote
  • Sales Order
  • Invoice

   

One Click Activity is easy to configure. Use One Click Activity login form to add your license and log into you Microsoft Dynamics CRM with an account that has customization rights.

Your license is base on you CRM organization name. If you have multiple organizations you need multiple licenses. Once you have added your license you can then fill in your CRM Login information. First choose your connection type: “On-premise”, “Internet facing”, or “live”. You do not need direct access to the server, you can log in from a workstations that can connect to MSCRM. Next enter you MSCRM URL, domain, user id and password. If you are using a MSCRM Live you only need to enter user id and password. Once all your login information has been enter the organization combo box will be filled with the organizations that you are licensed to use. Select the organization you what to update with One Click Activity and login.

You then just choose your entity (Account, Contact, Opportunity, Lead, Incident, or Activity) and click the grid or form tab and actions you would like to add.

Make sure that the users belong to a security role that has ISV Extensions enabled. One Click Activity will work online, in outlook and outlook offline just make sure your System Setting is configured to show ISV.Config in all these places.

Buy One Click Activity!

More info on one click activity.

Check for iCRM webinars

Every run a report in MSCRM where you always change the filter defaults? Did you created a new report using the @CRM_FilteredEnitity and set the default value for the parameter in the report but when run in MSCRM it is set to Modified in the last 30 days? To change the default filters in MSCRM go to the main reports grid in “Workplace”.

1. Select the report in the Reports grid.
2. From the More Actions menu select Edit Default Filter…
3. Choose your filters then click Save Default Filter.
4. You must now close the form (click Cancel). (You saved the filter in step 3 you are just closing the form now).

Note:

• You can not set the default filter from the Edit Report form.
• You can not set the default filter when creating a new Report from an Existing File or Link to Web Page. You must first save the report then go to the Reports grid and follow the steps.

I will be hosting two free iCRM One Click Webinars on January 19, 2010 at 4:30pm PST and again on January 20, 2010 at 10:00am PST. Attendees will recieve 10% Discount on the iCRM One Click Activity.

Webinars info.

When you look at the sample of plug-in in the SDK they all use the InputParameters property bag. The InputParameters property bag contains all the information specified in the Request class whose message caused the plug-in to execute. As the request class does not include the pre and post data of the entity, the InputParameters property does not contain the pre and post data. The InputParameters property does contain a “Target” property which is a Dynamic Entity of the data that was changed in your entity. Note: The target Dynamic Entity only has the properties (fields) that where changed.

To get the pre and post date of an Entity in a plug-in you need to use the context.PreEntityImages and context.PostEntityImages property bags. You will also need to add an image. In the image you give it an alias and indicate if it is pre and/or post and also define what attributes (fields) you need.

If you don’t know or the fields could change leave the attributes as all fields. If you only need a few fields everything should run faster if you just indicate the fields you need. Now to get a pre DynamicEntity in your plug-in you use context.PreEntityImages.Properties["image alias"]. Note in the following code I first check that the PreEntityImages.Properties contains the “image alias” and the the property is a DynamicEntity.

DynamicEntity preSaveEntity;

DynamicEntity postSaveEntity;

if (context.PreEntityImages.Properties.Contains(“icrmAddress”) && context.PreEntityImages.Properties["icrmAddress"] is
DynamicEntity)

{

preSaveEntity = (DynamicEntity)context.PreEntityImages.Properties["icrmAddress"];

}

if (context.PostEntityImages.Properties.Contains(“icrmAddress”) && context.PostEntityImages.Properties["icrmAddress"] is
DynamicEntity)

{

postSaveEntity = (DynamicEntity)context.PostEntityImages.Properties["icrmAddress"];

}

You are not always going to have a pre and post data it will depend on the Message(Create, Update, Delete, etc) and the Eventing Pipeline Stage of Execution (Pre Stage or Post Stage).

Need a custom MSCRM Plug-in created contact iCRM at http://www.icrm.ca or through.

I used CRM Plugin Registration Tool 2.2