MSCRM

Look up - web page dialog error message appears when you Add an existing entity to a another entity. This error is due to more than 18 columns being displayed in the lookup view. To fix this error the number of columns in the lookup view needs to be reduced to 18.

All the look up pages shows the generic error message and does not show up the look pages. This is because the users do not have access to the folder " \Microsoft CRM\Server". This folder requires Read/Execute/List permission to be given for the users.  After thse permissions are given, all the lookup pages worked fine.

If the mails sent from MSCRM needs to be visible in the sent items folder in the OUTLOOK, then outgoing email access type should be set to "Microsoft dynamics crm for Outlook". Only in this case the sent emails from MSCRM will be visible in the sentitems folder in the Outlook. 

In CRM 3.0, when a report is exported to excel it shows the name of the report as the reports are uniquely identified using name of the report. In CRM 4.0, when a report is exported to excel, it shows the guid of the report as a report is uniquely identified by a guid. So this is a change of behaviour in MS CRM 4.0. 

When user clicks on the columns which are of type "picklist" in an assocaited view, an error message will be thrown "Grid Refresh failed". The reason for this issues is the data corruption. All the values in picklist should have corresponding values in the stringmap table. If there are records with picklist values for which there is no corresponding values in the string map table, then the generic error will be shown. The grid will show "Grid Refresh failed.". In our case we have cleaned up the data to correct this problem. The way to find out all these records is,,, 1. Go to Advanced find. 2. Select the entity for which this error occurs. (For Ex: Account). 3. Select the column which is of type "picklist". 4. Select the operator as "Does not Equal". 5. In the pop up for selecting the picklist values choose all the values. 6. Click on Find. This query gives all the records which does not have valid picklist values in them. Updat...