Sonoma Partners Microsoft CRM and Salesforce Blog

Microsoft CRM 4.0 Application series eLearning available

Microsoft recently posted the eLearning material in PartnerSource/CustomerSource for the Microsoft Dynamics CRM 4.0 Applications series (collection 8913). These sessions are a pretty decent introduction to the core functionality of Microsoft CRM.


Two default views? How to get back to one

You might come across a scenario where you see that Microsoft CRM lists two different views as the "default" for an entity (as shown in the screenshot below):


Obviously this is not the intended behavior as only one view should be listed the default. Changing the default view and re-publishing the entity with the web interface does not appear to correct this issue. While we're not 100% what causes this scenario, we have figured out a method to fix it.

First you need to export the customizations.xml file for the entity. Then open the customizations file and search for the duplicated defaulted view and change the

<isdefault name="Yes">1</isdefault>


<isdefault name="No">0</isdefault>

Note that when you find the view "name" in the customizations.xml file, it is actually at the bottom of the node. This means you will need to scroll up in the file to find the <isdefault> node.

Save, import, publish and you should be all set again.

Two more books about Microsoft Dynamics CRM coming!

Some wiseguy called our office the other day to ask why we have not blogged in a while? Well the answer is pretty simple, we've been running like crazy to try and keep up with all of the demand for Microsoft Dynamics CRM 4.0. In addition, I have personally been trying to devote all of my free writing time to two new projects. These projects are two new books that Microsoft engaged us to write about Microsoft Dynamics CRM 4.0!

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Microsoft Dynamics CRM 4.0 Step by Step
Publish Date Sep. 2008
Target audience: End users of Microsoft CRM who want to learn more about the core sales, marketing and customer service functionality in a  step-by-step fashion.
  Programming Microsoft Dynamics CRM 4.0
Publish Date Oct. 2008
Target audience: Developers who want to learn the nitty gritty details of writing custom code and extending the Microsoft CRM platform.

As you can imagine, writing two new books is a massive amount of effort...way more than Jim and I could handle by ourselves. Therefore, we recruited some additional Microsoft CRM experts to help write each of these titles. Kara O'Brien and Brendan Landers (both from Sonoma Partners) are helping us with the Step by Step book. Corey O'Brien and Brad Bosak (also both from Sonoma Partners) are writing the Programming title with us. In addition, Phil Richardson from Microsoft graciously agreed to write two chapters in the Programming book.

As you can see from the links above, there aren't a lot of public details about these books yet but we plan to post more information as we get further into the writing process!