Microsoft Dynamics CRM 4.0 Whitepapers

Here is a list of some beautiful whitepapers for CRM developers, it always worked as a good reference to me. so thought of sharing it with others too.

you can use them for a reference point or for knowledge building or to understand the product better.

Whitepaper	Download
This white paper, details the security model leveraged by Microsoft Dynamics CRM 4.0, including information on the authentication mechanisms that, depending on the deployment model, support Microsoft Dynamics CRM. In addition, the document provides details about how access to Microsoft Dynamics CRM 4.0 system resources by users and external systems can be controlled and restricted.	The Microsoft Dynamics CRM Security Model
This white paper,provides selected aspects of the conceptual application of the security model in Microsoft Dynamics CRM. While Microsoft Dynamics CRM does not provide for true field-level security, there are a number of options available for using supported custom logic to control of access to data at a more granular level than provided out of the box. This document discusses some of the key options and constraints available for implementing this type of solution.	Field-level Security in Microsoft Dynamics CRM: Options and Constraints
Many data centers include firewalls between the end-users and the servers and other integrated systems that support an implementation of Microsoft Dynamics CRM 4.0. This document provides guidance on the connectivity requirements between Microsoft Dynamics CRM 4.0 and other systems to assist readers with proper firewall configuration in customer environments.	Connectivity and Firewall Port Requirements in On-Premise Deployments
Both the online and offline versions of the CRM Outlook Client support synchronizing CRM contacts and CRM activities to Outlook folders, or Outlook synchronization. This document describes the client synchronization process for Microsoft Dynamics CRM 4.0.	Outlook Synchronization in Microsoft Dynamics CRM 4.0
Using multiple instances of Dynamics CRM may be preferable in a number of scenarios. This release includes two documents, a white paper and a build guide, focused on sharing data across multiple CRM organizations. The white paper provides an overview of the levels of integration available for sharing data across multiple Dynamics CRM organizations, together with details about the techniques that are used for integration at the Application and Data levels, which include Web Services, Web Services-based solutions, Filtered Views, and SQL Server Replication.	Sharing Data across Microsoft Dynamics CRM Deploymentsc
Microsoft Dynamics CRM supports a wide range of business applications with the essentials required for building, delivering, and maintaining these applications in a multi-tenant SaaS environment. In this white paper we explore how, with Microsoft Dynamics CRM, an ISV can quickly build, deploy, and manage line-of-business applications.	Developing ISV Applications using Microsoft Dynamics CRM 4.0
This white paper provides techniques, considerations, and best practices for optimizing and maintaining the performance of Microsoft Dynamics CRM 4.0 implementations.	Optimizing and Maintaining Microsoft Dynamics CRM 4.0
These Microsoft Office Visio diagrams show the logical database structure for Microsoft CRM 4.0. These diagrams were generated using the Metadata Diagram sample code included in the Microsoft Dynamics CRM 4.0 SDK download.	Microsoft Dynamics CRM 4.0 Logical Database Diagrams

Don't upgrade to Rollup12 if you use push email

 

from Michael Dawson’s linkedin group post we got the info and got the solution too in our environment , so decided to share if someone too facing this issue. thanks Michael for sharing :-)

“We recently upgraded and have been hit with quite a major issue, when an appointment is synchronized from CRM to your Outlook Calendar, Exchange freaks out when trying to send it to your Smartphone device. You get inundated with the following message:
Synchronization with your SmartPhone failed for 1 items.
The following items couldn't be sent to your mobile phone. They haven't been deleted. You should be able to access them using either Outlook or Outlook Web App.
Item Folder: Calendar
Item Type: IPM.Appointment
Item Created: 21/09/2010 16:23:34
Item Subject: 1723 MDTEST
We have called Microsoft Product Support and this is a known issue that is being researched hopefully for inclusion in Rollup13. I have been advised to uninstall Rollup12 if I want to resolve the issue and go back to Rollup11.”

Changing Ownership of Accounts changes ownership of others too

When we reassign a CRM Record then by default, Dynamics CRM reassigns all child records too. This behavior has consequences you might not want, such as reassigning paid invoices and other closed transaction records too, or think about a scene where two different sales reps are working on two different opportunities, associated with the same account then if the ownership of account changes the CRM reassigns the ownership of these two Opportunities too to the new owner, not only that the reassignment is done irrespective of the status of the related child record. i.e even the closed sales too goes in account of the new owner.

In short Selecting a different value for the “Owner” field (reassigning of the record) would reassign the account to the newly selected CRM user. Along with a lot of other records, which is the potential problem when historical sales reports are needed.

for quite some time i was thinking about the issue and the possible solution. Today I got a surprise visitor in my outlook (the RSS feed from dynamicscrmtrickbag). much to my surprise Richard Knudson explained the same issue and the solution in his blog.

The solution was quite simple :

Have a look at all of the 1:N relationships the Account entity has with other
Dynamics CRM entities , change the Type of Behavior of the required relationship
from default “Parental” relationship to “Configurable Cascading” and change the
assignment behaviour by changing the "Assign" value to the desired behaviour
(Cascade Active or Cascade None or Cascade User-Owned).

I would recommand the reading of full article here.

Great piece of artwork Richard. Cheers.

How to Troubleshoot the Outlook CRM Client

Hello all,

The Outlook Client for CRM is one of the most intriguing features in the Microsoft Dynamics CRM 4.0. Rather than having users ‘go somewhere else’ to use CRM, the Outlook CRM client provides in integration to Outlook — allowing end users easy access to CRM from where they do most of their day to day work.

Due to the sheer number of components the Outlook CRM client leverages, troubleshooting problems related to it could best be described as an adventure.

A great article is posted at the CRM Team Blog recently about how to troubleshoot and isolate common Outlook CRM Client issues. this could be of great help for those experiencing issues. Don’t forget to run that Diagnostic Tool first.

go through it here :

http://blogs.msdn.com/crm/archive/2009/05/29/troubleshooting-the-microsoft-dynamics-crm-client-for-outlook.aspx