To view and refresh data, Microsoft Dynamics CRM for Outlook must be installed

When trying to export data from CRM to a dynamic pivot table you receive the following message: “To view and refresh data, Microsoft Dynamics CRM for Outlook must be installed”, although the CRM Outlook client has already been installed and CRM is added to the Trusted Sites.


To resolve this issue follow the steps below.

1. Click on the cell which contains the message “To view and…”

2. Click on Connections [from DATA Tab]
It will open a Connection Window.

3. Click on Refresh [from Connection Window]

Now, the data will appear in the data sheet.

Happy import / export !!!!!

MS CRM 2011 Beta - CallerOrigin in Plugins is no more !!!

CallerOrigin has been removed in CRM 2011 Beta.

According to Experts, since the CRM 4 implementation was neither extensible nor reliable\secure. The recommendation is to not rely on caller origin when you extend business logic in the server (since it is easy for a client to spoof this data)

If you absolutely need it and can guarantee \ do not care about spoofing, create a custom field and pass additional origin info from the client.

Please note that we have a new property isOfflinePlayback in PluginContext to identify if a plugin was triggered as part of the Offline Playback.

Please have a look at the IExecutionContext. It has below properties:1. IsExecutingOffline
2. IsOfflinePlayback

For more information you can see in the CRM 2011 Beta Sdk. Topic = "IExecutionContext Members "

Hope it helps.

MS CRM 2011 Beta - Number of Tabs = 100

In MS CRM 4.0, there is a limit of 8 tabs for every entity. 

According to CRM 2011 SDK, "Each form can include up to 100 tabs. Tabs are a vertical stack separating the body of the form. Tabs may be expanded or collapsed. Navigation links below the form selector provide access to tabs. The body of the form will scroll to display the selected tab."

MS CRM 2011 Beta - You have already imported and upgraded this organization and cannot perform this operation again.

This is new in MS CRM 2011.

You will receive the above error in MS CRM 2011 when you try to import an Organization of MS CRM 4.0.

This is because in CRM 2011, you cannot import the same CRM 4 org more than once into a CRM 2011 deployment. The Organization GUID will not change. This is by design.


Hope this helps.

MS CRM 2011 Beta - DeletionStateCode - No longer available.

Finally it's time to say good bye "DeletionStateCode" attribute. The attribute has been removed from all entities.

Now, it is hard delete. If a record is deleted, it would be removed from the entity table.

Happy purging !!!!