January 2009 - Posts
This is only going to be a short post that I plan to follow-up with when I am back in Baltimore. I just wanted to inform everyone that Rollup update 2 is now available for download. As with all updates, I highly recommend waiting a week or so before trying it in case of a recall and to make sure you test it out in a test environment before deploying.
The rollup KB is available here: http://support.microsoft.com/kb/959419
Typically I keep my posts focused on CRM but I have been testing Windows 7 since the PDC build and I must say I am impressed. I like 7 a lot and look forward to its go live. This morning a fellow MVP, David Yack, posted on his Twitter a link to Tim Sneath’s blog covering a list of Windows 7 features that are haven’t received as much press and have been for the most part unnoticed until now. I highly recommend checking it out.
http://blogs.msdn.com/tims/archive/2009/01/12/the-bumper-list-of-windows-7-secrets.aspx
One of the biggest nuances with CRM Roles is the fact that OOTB roles have hidden permissions. Today Microsoft posted a new KB article detailing the hidden permissions with the OOTB roles. It’s not a fix, but now we know what roles to copy when creating new ones.
Some privileges are missing from a security role that you create from scratch in Microsoft Dynamics CRM 4.0
http://support.microsoft.com/kb/957976
Here is a partial list of the roles:
| Role | Hidden privilege | Description |
| Scheduler | prvAppendQueue | Append Privilege on Queue |
| Sales Manager and Marketing Manager | prvReparentTeam | Change Team's Business Unit |
| Support User | prvReadSdkMessageProcessingStepSecureConfig | Read SDK Message Processing Step |
| Vice President of Marketing, Vice President of Sales, and CSR Manager | prvAppendQueue | Append Privilege on Queue |
| Vice President of Marketing, Vice President of Sales, and CSR Manager | prvReparentTeam | Change Team's Business Unit |
| CEO-Business Manager | prvAppendQueue | Append Privilege on Queue | |
| CEO-Business Manager | prvAppendBusinessUnit | Append Privilege on Business Unit | |
| CEO-Business Manager | prvReparentTeam | Change Team's Business Unit | |
| System Customizer | prvAppendAttributeMap | Append Privilege on Attribute Map | |
| System Customizer | prvAppendQueue | Append Privilege on Queue | |
| System Customizer | prvAppendToAttributeMap | Append Privilege on Attribute Map | |
| System Customizer | prvAppendToEntityMap | Append to Privilege on Entity Map | |
| System Customizer | prvCreateApplicationFile | Required for users who are running setup or upgrade | |
| System Customizer | prvCreateAttributeMap | Create Privilege on Attribute Map | |
| System Customizer | prvCreateCustomization | Privilege needed to create new customizations and Display Strings | |
Download it here
The List Web Part for Microsoft Dynamics CRM 4.0 provides a way to view and update Microsoft Dynamics CRM records using a Windows SharePoint Services 3.0 SP1 or Microsoft Office SharePoint Server 2007 SP1 Web site. Microsoft Dynamics CRM users can create shared or personal List Web Parts of Microsoft Dynamics CRM records from a SharePoint Web site, open records in Microsoft Dynamics CRM 4.0 from the List Web Part, and create connected List Web Parts.
Install was just an MSI. After I just had to deploy the web part through Central Administration. It was very easy and took about 10 minutes.
Here is shot of configuring the web part once it’s added to a site:
![clip_image001[4]](http://rosslotharius.com/cfs-file.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/ross/clip_5F00_image0014_5F00_thumb_5F00_0EE79512.jpg "clip_image001[4]")
And here is the final output with the top being a list of My Activities and the bottom being a list of Customers (Accounts)
