Friday, May 18, 2012

CRM 5 Preview

Simon Hutson has a great blog post where he's compiled a lot of the publicly available information about what Microsoft is cooking up for the next version of CRM, creatively code-named "CRM 5." Lots of exciting stuff for us CRM geeks!

MS CRM 4.0 How to Hide System Views

In MSCRM 3.0 to hide system view just took a simple trick to the system.  In MSCRM 4.0 Microsoft removed the work around now not letting you get rid of unused or unwanted system views.  Doing some searches I found 2 different System View Hiding Plugins but I did not Like having to recompile or edit XML outside of CRM to get rid of the View.  So looking over the code on MSDN and Darren's CRM Blog, I decided to Modify Darren's Code not to look at pre built into the code GUIDs.  Instead I changed the Query expression to look at the name column (CRM View name and not bring in views starting with "Hidden".) once the plugin is in Open an Entity and open the unwanted view and open properties to rename and add Hidden to the beginning and then save and publish and it is gone from User's site.  Make sure not to try and hide all views or System Required views as it will throw errors in trying to do so.   To use this you will need Visual Studio 2005 or VS 2008.  You will also need the ...

"But I Didn't Track That Email!"

You might come across some emails in Outlook that are being tracked, but you never tracked them going out, and they don’t have a tracking token (if your CRM instance is set up to use a tracking token).

Is CRM randomly tracking emails it thinks are important? Of course not, CRM is actually behaving, as you, or someone else, has told it to behave.

I emphasize “someone else”, as most likely you copied your outbound email to another CRM user in your company that has their Email settings set to Track “Email messages from Leads, Contacts and Accounts”. When you receive a response from your email, it will be tracked because the other CRM user has told CRM to track all emails from CRM contacts, etc.

Mystery solved…

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