MS Dynamics CRM Blog from Polish CRM-BI Team : CRM 4.0

We were present on Project Management Institute Seminar!!!

CRMBIPL — Mon, 04 Feb 2008 11:08:00 GMT

... with Sure Step presentation.

So, it finally happened :). We were asked by our friends from Project Management Institue Poland Chapter (www.pmi.org.pl) to present our approach to CRM projects (using Sure Step Methodology)

We presented our findings on CRM project management:

why CRM projects fail
what is our methodology and what are key differentiators
how we deal with day-to-day project management
how do we implement PMI recommendations

Event took place in Warsaw School of Economics. It was a great opportunity to share our experience with top polish Project Managers and to share Microsoft Dynamics vision and Sure Step methodology with them.

Link to the event http://www.pmi.org.pl/content/view/343/52/

Microsoft Dynamics CRM 4.0 Dutch language version and language pack is now available

CRMBIPL — Tue, 15 Jan 2008 11:52:00 GMT

Microsoft Dynamics CRM 4.0 Dutch language version and language pack is now available for download.

For the 90 days trial version please visit http://www.microsoft.com/downloads/details.aspx?FamilyId=A9C110FD-AAC8-4D2A-B401-7801B1866E82&displaylang=en

How to change CRM 4.0 organization's database name

CRMBIPL — Mon, 14 Jan 2008 12:37:00 GMT

Sometimes you may have to change the CRM organization database name on SQL Server. It is possible in CRM 4.0 and is quite easy, in fact. To accomplish this task you will have to follow these steps:

1. Run Microsoft CRM Deployment Manager (Start -> All Programs -> Microsoft Dynamics CRM Deployment Manager).

2. Go to "Organizations" node, press right mouse button on the organization that uses the database whose name you want to change. Choose the "Disable" option.

3. Repeat all the activities described in point 2, but this time select "Delete" option.

4. Connect to your database server (for example, using Microsoft SQL Management Studio) and rename your [OrganizationName]_MSCRM database to the desired name. Sometimes you may get the information: “The database cannot be exclusively locked to perform this operation”. In such a situation the SQL Server restart will help.

5. Use the CRM Deployment Manager to Import Organization (Deployment Manager -> Organization -> “Import Organization” option). It will run the wizard which allows for importing an organization from an existing SQL database

6. Choose SQL Server and new database names.

7. Specify the "organization name", "display name" and report server network location.

8. Select appropriate method for mapping CRM users.

9. Finally, import new organization. J

Microsoft Dynamics CRM 4.0 French Language Version is now available

CRMBIPL — Wed, 09 Jan 2008 22:52:00 GMT

Microsoft Dynamics CRM 4.0 French Language Version is now available for download.

To get it (90 days trial) please visit http://www.microsoft.com/downloads/details.aspx?FamilyId=A9C110FD-AAC8-4D2A-B401-7801B1866E82&displaylang=en

Microsoft Dynamics CRM 4.0 English, German and Spanish Language Packs -- Now Available

CRMBIPL — Wed, 09 Jan 2008 12:01:00 GMT

Microsoft Dynamics CRM 4.0 English, German and Spanish Language Packs are now available for download.

To get them please visit http://www.microsoft.com/downloads/details.aspx?FamilyId=50761E58-6040-4CF3-853A-F5AB535F7194&displaylang=en

"Not have enough privilege to complete Create operation for an Sdk entity" exception when you register a CRM 4.0 plug-in

CRMBIPL — Tue, 08 Jan 2008 11:47:00 GMT

CRM 4.0 introduces the concept of plug-ins that will replace the callouts. CRM 4.0 Plug-in is custom business logic that can be integrated into CRM 4.0's platform. Plug-ins are much more powerful than callouts, but require more work to be deployed successfully. It's sometimes not easy to be successful with plug-in registration if you forget about a specific step.

Today we were trying to deploy new plug-in assembly into CRM 4.0 database. First we used Plug-in Registration Tool for CRM 4.0 delivered with CRM 4.0 SDK. After that we were trying to register plug-in assembly with our custom application.

Unfortunately in both cases the operation was unsuccessful and we were getting the strange looking Soap Exception "Not have enough privilege to complete Create operation for an Sdk entity". At the same time we were able to create any other business entities like contacts, accounts...

Unhandled Exception: System.Web.Services.Protocols.SoapException: Server was unable to process request.

Detail:

<error>

<description>Not have enough privilege to complete Create operation for an Sdk entity.</description>

<type>Platform</type>

</error>

</detail>

It looked pretty strange because our user had System Administrator role and in CRM it had all the rights. After few attempts we realized that Active Directory account used to deploy and register new assembly into CRM 4.0 database has to be added into Deployment Administrators group in CRM Deployment Manager.

Here are the steps to accomplish this:

1. Open CRM 4.0 Deployment Manager Console (Start -> All Programs -> Microsoft Dynamics CRM -> Deployment Manager).

2. Go to “Deployment Administrators” node and choose “New Deployment Administrator…” option.

3. Insert appropriate user and confirm selection by clicking “OK” button.

After completing this step, both users were able to register and deploy the assembly successfully. So, remember about this when you try to play with plug-ins with user that you added to CRM :)