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ExcelADO demonstrates how to use ADO to read and write data in Excel workbooks

The ExcelADO.exe sample illustrates how you can use ActiveX Data Objects (ADO) with the Microsoft Jet OLE DB 4.0 Provider to read and write data in Microsoft Excel workbooks.

Why Use ADO?

The use of ADO to transfer data to or retrieve data from an Excel workbook gives you, the developer, several advantages over Automation to Excel:

  • Performance. Microsoft Excel is an out-of-process ActiveX server. ADO runs in-process, and saves the overhead of costly out-of-process calls.
  • Scalability. For Web applications, it is not always desirable to automate Microsoft Excel. ADO presents you with a more scaleable solution to handle data in a workbook.

ADO can be used strictly to transfer raw data to a workbook. You cannot use ADO to apply formats or formulas to cells. However, you can transfer data to a workbook that is pre-formatted and the format is maintained. If you require “conditional” formatting after the data is inserted, you can accomplish this formatting with Automation or with a macro in the workbook.

Jet OLE DB Provider Specifics for Excel Workbooks

The Microsoft Jet database engine can be used to access data in other database file formats, such as Excel workbooks, through installable Indexed Sequential Access Method (ISAM) drivers. In order to open external formats supported by the Microsoft Jet 4.0 OLE DB Provider, you specify the database type in the extended properties for the connection. The Jet OLE DB Provider supports the following database types for Microsoft Excel workbooks:

  • Excel 3.0
  • Excel 4.0
  • Excel 5.0
  • Excel 8.0

NOTE: Use the Excel 5.0 source database type for Microsoft Excel 5.0 and 7.0 (95) workbooks and use the Excel 8.0 source database type for Microsoft Excel 8.0 (97) and 9.0 (2000) workbooks. The ExcelADO.exe sample uses Excel workbooks in the Excel 97 and Excel 2000 format.

The following samples demonstrate an ADO connection to an Excel 97 (or 2000) workbook:

Dim oConn As New ADODB.Connection
With oConn
    .Provider = "Microsoft.Jet.OLEDB.4.0"
    .Properties("Extended Properties").Value = "Excel 8.0"
    .Open "C:Book1.xls"
    '....
    .Close
End With
				

     -or-

Dim oConn As New ADODB.Connection
oConn.Open "Provider=Microsoft.Jet.OLEDB.4.0;" & _
           "Data Source=C:Book1.xls;" & _
           "Extended Properties=""Excel 8.0;"""
oConn.Close
				

Table Naming Conventions

There are several ways you can reference a table (or range) in an Excel workbook:

  • Use the sheet name followed by a dollar sign (for example, Sheet1$ or My Worksheet$). A workbook table that is referenced in this manner consists of the entire used range of the worksheet.
    oRS.Open "Select * from Sheet1$", oConn, adOpenStatic
    					

  • Use a range with a defined name (for example, Table1).
    oRS.Open "Select * from Table1", oConn, adOpenStatic
    					

  • Use a range with a specific address (for example, Sheet1$A1:B10).
    oRS.Open "Select * from Sheet1$A1:B10", oConn, adOpenStatic
    					

Table Headers

With Excel workbooks, the first row in a range is considered to be the header row (or field names) by default. If the first range does not contain headers, you can specify HDR=NO in the extended properties in your connection string. If the first row does not contain headers, the OLE DB provider automatically names the fields for you (where F1 would represent the first field, F2 would represent the second field, and so forth).

Data Types

Unlike a traditional database, there is no direct way to specify the data types for columns in Excel tables. Instead, the OLE DB provider scans a limited number of rows in a column to “guess” the data type for the field. The number of rows to scan defaults to eight (8) rows; you can change the number of rows to scan by specifying a value between one (1) and sixteen (16) for the MAXSCANROWS setting in the extended properties of your connection string.

Files Included with the Sample

The ExcelADO.exe file contains a Visual Basic Standard EXE project, Active Server Pages (ASP), Excel 97 and Excel 2000 Workbooks that act as templates, and a Microsoft Access 2000 database. The files included are as follows:

Visual Basic Standard EXE Project Files

  • ExcelADO.vbp
  • Form1.frm
  • Form1.frx

Active Server PagesMicrosoft Excel Workbooks

  • OrdersTemplate.xls
  • EmpDataTemplate.xls
  • ProductsTemplate.xls
  • SourceData.xls

Microsoft Access Database

How to Use the Sample

Extract the contents of the .exe file to a folder.

To use the Visual Basic project:

  1. In Visual Basic, open the ExcelADO.vbp file.
  2. On the Project menu, select References, and then set references to Microsoft ADO Ext. for DDL and Security and Microsoft ActiveX Data Objects Library. This sample code works with both ADO 2.5 and ADO 2.6, so select the version appropriate to your computer.
  3. Press the F5 key to run the program. A form for the demonstration appears.
  4. Click Sample 1.
    This sample creates a copy of OrdersTemplate.xls. It then uses ADO to connect to the workbook and opens a Recordset on a table that is a defined range in the workbook. The name of the range is Orders_Table. It uses ADO AddNew/Update methods to add records (or rows) to the defined range in the workbook. When the row additions are complete, the ADO Connection is closed and the workbook is displayed in Microsoft Excel. Follow these steps to do this:

    1. On the Insert menu in Excel, select Names, and then select Define.
    2. In the list of defined names, select Orders_Table. Note that the defined name has grown to include the newly added records. The defined name is used, in conjunction with Excel’s OFFSET function, to compute a total on the data added to the worksheet.
    3. Quit Microsoft Excel and return to the Visual Basic application.
  5. Click Sample 2.
    This sample creates a copy of EmpDataTemplate.xls. It uses ADO to connect to the workbook and uses the Execute method of the ADO connection to insert data (INSERT INTO in SQL) into the workbook. Data is added at defined ranges (or tables) in the workbook. When the data is transferred, the connection is closed and the workbook that results is displayed in Excel. After you examine the workbook, quit Microsoft Excel, and then return to the Visual Basic application.
  6. Click Sample 3.
    This sample creates a copy of ProductsTemplate.xls. It uses Microsoft ADO Extensions 2.1 for DDL and Security object library (ADOX) to add a new table (or a new worksheet) to the workbook. An ADO Recordset is then obtained for the new table and data is added by using the AddNew/Update methods. When the row additions are complete, the ADO Connection is closed and the workbook is displayed in Excel. The workbook contains Visual Basic for Applications (VBA) macro code in the Open event for the Workbook. The macro runs when the workbook opens; if the new “Products” worksheet exists in the workbook, the macro code formats the worksheet and then the macro code is deleted. This technique presents a way for the Web developer to move formatting code away from the Web server and onto the client. A Web application could stream a formatted workbook that contains data to the client and allow macro code that would perform any “conditional” formatting that might not be possible in a template alone to run at the client.

    NOTE: To examine the macro code, view the ThisWorkbook module in the VBAProject for ProductsTemplate.xls.

  7. Click Sample 4.
    This sample produces the same results as Sample 1, but the technique that is used to transfer the data is slightly different. In Sample 1, records (or rows) are added to the worksheet one at a time. Sample 4 adds the records in bulk by attaching the Excel table to an Access database and running an append query (or INSERT INTO..SELECT FROM) to append records from a table in the Access table to the Excel table. Once the transfer is complete, the Excel table is detached from the Access database and the workbook that results is displayed in Excel. Quit Excel, and return to the Visual Basic application.
  8. The last sample illustrates how you can read data from an Excel workbook. Select a table in the drop-down list, and then click Sample 5. The Immediate window displays the contents of the table that you selected.
    If you select an entire worksheet (“Sheet1$” or “Sheet2$”) for the table, the Immediate window displays the contents of the used range for that worksheet. Note that the used range does not necessarily begin on row 1, column 1 of the worksheet. The used range starts at the upper left-most cell in the worksheet that contains data.

    If you select a specific range address or a defined range, the Immediate window displays the contents of only that range on the worksheet.

To use the Active Server Pages (ASP):

  1. Create a new folder named ExcelADO in the home directory of your Web server. Note that the default path for the home directory is C:InetPutWWWRoot.
  2. Copy the following files to the folder you created in the previous step:
    • EmpData.asp
    • Orders.asp
    • Data.mdb
    • EmpDataTemplate.xls
    • OrdersTemplate.xls

  3. The ASP scripts in this sample create copies of the workbook templates with the Copy method of the FileSystemObject. For the Copy method to succeed, the client that is accessing the script must have Write access to the folder that contains the ASP.
  4. Navigate to Orders.asp (that is, http://YourServer/ExcelADO/Orders.ASP), and note that the browser displays an Excel workbook similar to the one in Sample 1 of the Visual Basic application.
  5. Navigate to EmpData.asp (that is, http://YourServer/ExcelADO/EmpData.ASP), and note that the browser displays an Excel workbook similar to the one in Sample 2 of the Visual Basic application.

(c) Microsoft Corporation 2000, All Rights Reserved. Contributions by Lori B. Turner, Microsoft Corporation.

For additional information, click the following article numbers to view the articles in the Microsoft Knowledge Base:

195951

(http://support.microsoft.com/kb/195951/
)

HOWTO: Query and Update Excel Data Using ADO From ASP

194124

(http://support.microsoft.com/kb/194124/EN-US/
)

PRB: Excel Values Returned as NULL Using DAO OpenRecordset

193998

(http://support.microsoft.com/kb/193998/EN-US/
)

HOWTO: Read and Display Binary Data in ASP

247412

(http://support.microsoft.com/kb/247412/EN-US/
)

INFO: Methods for Transferring Data to Excel from Visual Basic

257819

(http://support.microsoft.com/kb/257819/EN-US/
)

HOWTO: Use ADO with Excel Data from Visual Basic or VBA

Article ID: 278973 – Last Review: August 21, 2012 – Revision: 7.0


Applies to
  • Microsoft Excel 2000 Standard Edition
  • Microsoft Visual Basic 6.0 Professional Edition
  • Microsoft Active Server Pages 4.0
kbdownload kbautomation kbfile kbprogramming KB278973

Continued here:
ExcelADO demonstrates how to use ADO to read and write data in Excel workbooks

Acc: You may encounter slow performance or hangs when designing/executing queries that include pass-through queries

In Microsoft Access you may encounter slow performance using pass-through queries as source tables within other queries.
Microsoft Access does not store the definition for a pass-through query. Therefore, the pass-through query may be executed at various times to retrieve information related to its definition. When the pass-through query takes considerable time to execute, Access appears to hang as the pass-through query is being executed.
Depending on where you notice the issue in Access, there are a number of methods available to prevent this issue.

General Changes:

  1. Improve the pass-through query performance to reduce the time it takes to execute the query.
  2. Instead of using a pass-through query, create a view in SQL Server and link that view to Access as a linked table.

Specific Scenarios:

Designing a query:

  1. Make design changes in Access SQL View instead of design view (In Query Design View, you can change the view to SQL View by first opening the query in Design View. Then go to the Results section on the Design tab on the ribbon.)
  2. The issue affects saved queries. So you can open your existing query in Access SQL View, copy the SQL syntax, create a new query, paste the SQL Syntax in the SQL View and then change the query to design view. You will be able to design the query without the issue until you save it.

Opening forms or executing queries:

  1. Change the recordset type property to Snapshot. (In design view, expose the property sheet from the design tab of the ribbon under the Show/Hide group)

Viewing reports:

  1. Change the report to use the pass-through query as its recordsource

Article ID: 2685090 – Last Review: August 20, 2012 – Revision: 3.0


Applies to
  • Microsoft Access 2010
  • Microsoft Office Access 2007

Continue reading here:
Acc: You may encounter slow performance or hangs when designing/executing queries that include pass-through queries

How to use and troubleshoot Report Writer in Microsoft Dynamics GP

This article contains information about how to use and troubleshoot Report Writer in Microsoft Dynamics GP and in Microsoft Business Solutions – Great Plains.

How to determine the name of a report

To determine the name of a report in Report Writer, print the report to the screen in Microsoft Dynamics GP. The name of the report appears in the title bar of the window.

About primary copies and secondary copies

In Report Writer, a report can have primary copies or secondary copies.

Note To select a report to modify, start Report Writer, and then click Reports.

Primary copies

  • A primary copy is created when the report is inserted in the Modified Reports list in Report Writer.
  • Report Writer prints the primary copy of a modified report instead of the original modified report after a user is granted permissions to the modified report.
  • Only one primary copy of a report can exist.
  • You cannot change a secondary copy of a report to be the primary copy of the report.
  • You cannot print the primary copy of a report from Report Writer if the report pulls information from a temporary table.

Secondary copies

  • You can use either of the following methods to create a secondary copy of a report:
    • Click Copy to add the report to the modified report list.
    • Select a modified report, and then click Duplicate.
  • You cannot make a secondary copy of a report if the report pulls information from a temporary table. The Copy button and the Duplicate button will be unavailable.
  • You can print the secondary copy of a report in Report Writer. In Microsoft Dynamics GP, you can also print the secondary copy of a report by clicking Customized on the Reports menu. You cannot print the secondary copy of a report instead of the original report.

    Note Typically, we recommend that you modify an existing report instead of creating a new custom report. A custom report has no report options. You must add any restrictions or sorts for the report in Report Writer. The restrictions cannot be changed when you print the report. This is especially important for invoices and for checks.

About the Report Definition window

In the Report Definition window, you can open several other windows that let you modify the relationships between the tables that provide information for your reports. These other windows also let you apply sorts or restrictions to your reports. These other windows also let you modify the layout of your reports.

Report Table Relationships window

In the Report Definition window, click Tables to open the Report Table Relationships window. Consider the following information when you use the Report Table Relationships window:

  • This window will show the tables that are already linked for this report. Tables with a “1 to Many” link are marked with an asterisk.

  • The only tables that appear or that can be added in this window are tables in which relationships have already been defined.
  • The following types of relationships can exist between tables:
    • A “1 to 1″ relationship can exist between tables. For every record in the primary table, there is one matching record in the secondary table. For example, the relationship between the YTD Transaction Open table (the primary table) and the Account Master table (the secondary table) is a “1 to 1″ relationship. The relationship between these tables is created by using the Account Number field. The account number for each record in the YTD Transaction Open table will match only one record in the Account Master table.
    • A “1 to Many” relationship can exist between tables. For every record in the primary table, there can be more than one matching record in the secondary table. For example, the relationship between the Transaction Work table and the Transaction Amounts Work table is a “1 to Many” relationship in Invoicing in Microsoft Dynamics GP. The Transaction Work table contains information about the whole document. The Transaction Amounts Work table contains all the items on each invoice. The relationship between them is a “1 to Many” relationship because one record in the Transaction Work table can have more than one record in the Transaction Amounts Work table if more than one item is on the invoice.
  • To link an additional table, select the existing table, and then click New. The tables that can be linked to this table will be listed in the Related Tables window. If a “1 to Many” relationship already exists for this table, only the “1 to 1″ relationships will be included in the list.
  • You can only create five “1 to Many” relationships in a single report.
  • If a new relationship is created between two tables, the new table must still be added to this list of tables.

Sorting Definition window

In the Report Definition window, click Sort to open the Sorting Definition window. Consider the following information when you use the Sorting Definition window.

  • If you are adding more than one sort to a report, the main sort should be listed first. To insert a sort underneath the main sort, select the main sort. The additional sort will be inserted under the existing sort. If the first sort is not selected, the additional sort will be inserted above the existing sort.

  • If you add more sorts, the additional sorts will override the original sort or sorts from the key of the main file. In the Sorting Definition window, you can add all the sorts that you need on the report. Make sure that you review the additional headers and footers in the layout to make sure that the fields on which they will break are still valid.

Report Restrictions window

In the Report Definition window, click Restrictions to open the Report Restrictions window. Consider the following information when you use the Report Restrictions window.

  • A restriction limits the records that are included in a report. Excluded records will not be included in the report. This differs from suppressing a report section. If a section is suppressed in the layout, amounts that are associated with the suppressed records are included in subtotals and in totals even though these amounts do not appear in the report.

  • You cannot restrict a report by using a calculated field.

Report Layout window

In the Report Definition window, click Layout to open the Report Layout window. Consider the following information when you use the Report Layout window.

  • In the layout, there is a gray bar along the left side. The boxes in this bar mark the end of a report section. For example, a B in this bar marks the last line of the body of the report. To change the size of a section, use either of the following methods:
    • To make the section smaller, click the box, and then drag it up.
    • To make the section bigger, click the box, and then drag it down.
  • To add a header or a footer, click the Tools menu in the layout, and then click Section Options to open the Report Section Options window. The Report Section Options window is used to specify the sections that will be in the report. For example, if you do not want to include a header on each page of the printed report, click to clear the Page Header check box. Consider the following guidelines when you work with headers and footers:
    • Headers and footers print information when a field changes. If you want a report to be grouped by customer class, the field that you select for the additional header should be a customer class. Whenever the class changes, the headers or the footers will print. You can only insert page breaks in fields that are in the sort key for the main table. You can also insert page breaks in any additional sorts that you have added. If the field in which you want to insert a page break is not available in the Header/Footer Options window, you must add a sort to that field.
    • The H1 header is the first header. It is the most general type of header. The H2 header goes below the H1 header.
    • The F1 footer is the first footer. It should break on the same field as the H1 header. Footers print from the bottom of the report and work up. The F2 footer appears above the F1 footer in the layout.
    • In the Report Section Options window, additional headers and footers are listed in the same order in which they appear in the layout. The first header listed is the H1 header. The last footer listed is the F1 footer.
    • You may want to add a new header or a new footer below an existing header or an existing footer in the list. To do this, click to select the existing header or the existing footer, and then click New. To add a new header or a new footer above the existing header or the existing footer, click New.
  • To add a subtotal, drag the field that you want to total into the footer. Double-click the field to open the Report Field Options window. In the Display Type list, click Sum. By default, when you drag a field into a footer, the Display Type field is set to Last Occurrence.
  • If fields print too far down on the report, add space to the page footer and to the report footer. Footers start from the bottom of the report and work up. Therefore, if you add space to the bottom of a footer, that space will print at the bottom and force the rest of the footers up.
  • If the report has a page footer and a report footer, when you change the size of one of these footers, you also have to change the size of the other footer. The footers should be the same size. This makes a difference when Report Writer determines when the report footer and the page footers should print.

    For example, if the report footer is larger than the page footer, the report footer will signal that the document has to move to a second page and that the page footer should print at the bottom of the first page. However, if the page footer is smaller, there may be insufficient room for all the information on one page. However, the report footer will be printed.

About graphic reports and text reports

To change a report from text mode to graphic mode, click to clear the Text Report check box in the Report Definitions window. When you change a report from text mode to graphic mode, the report is affected in the following ways:

  • The right margin is released. The fields on the right side of the report must be moved back into position.
  • Changing from text mode to graphic mode changes the default font of the report.
  • Graphics, such as logos and signatures, can be added to the report. These graphics cannot be larger that 32 kilobytes (KB).
  • The user can change fonts in a field.

Common error messages and how to troubleshoot them

  • You may receive this error message if any calculated fields have been added or modified incorrectly. Look for missing operators (+, *), expressions that have no closing parentheses, or expressions that have the closing parentheses in the wrong position.

  • Inconsistent sort/expression

    Typically, you receive this error message after modifications have been made to a report, especially if additional files are linked or additional fields have been added to the report. The message usually includes a restriction that must be added.

    To resolve this problem, click Tables in the Report Definition window. Look for the table that is marked with an asterisk (*) and that is on the lowest level. The levels are defined by the number of dashes next to the table. Close this window, and then click Restrictions in the Report Definition window. Add a restriction that sets a field from this table to be equal to itself.

  • You may receive this error message if either of the following conditions is true:
    • The result type for the calculated expression differs from the true and false case for the conditional expression or for the result of a calculated expression.
    • The true and false case for the calculated expression does not have the same result type. For example, the true case has a field that is stored as an integer, and the false case has a field that is stored as a currency.
  • You may receive this error message when you print a report if the report has an incomplete restriction.

How to add a page break in Report Writer

  1. Start Report Writer. To do this, use the appropriate methods:
    • In Microsoft Dynamics GP 10.0 and higher, point to Tools on the Microsoft Dynamics GP menu, point to Customize, and then click Report Writer.

      In the Product list, click Microsoft Dynamics GP, and then click OK.

    • In Microsoft Dynamics GP 9.0, point to Customize on the Tools menu, and then click Report Writer.

      In the Product list, click Microsoft Dynamics GP, and then click OK.

  2. Click Reports.
  3. In the Original Reports list, click the report, and then click Insert.
  4. In the Modified Reports list, click the report, and then click Open.
  5. Click Layout.
  6. On the Tools menu, click Section Options.
  7. Click to select the additional footer that comes before the new page break.
  8. Click Open.
  9. Click to select the Page Break check box.
  10. Click OK.
  11. Close the report, and then click Save when you are prompted to save changes.

Article ID: 861803 – Last Review: August 20, 2012 – Revision: 6.1


Applies to
  • Microsoft Dynamics GP 2010
  • Microsoft Dynamics GP 10.0
  • Microsoft Dynamics GP 9.0, when used with:
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Working with Web Resources in ASP.NET 2.0

Introduction

Hi! My name is Praveen Yerneni and I am a Technical Lead working
with the ASP.NET support group at Microsoft. In this month’s column, I am going
to discuss Web Resources and how to implement them in your
application.

If you are a developer who works extensively with COM
controls, you might find this article useful in addressing some of the key
issues that you may face while developing controls. Previously, in Microsoft
ASP.NET 1.1, if you wanted to deploy static files such as .html files, .css
files, image files, and script files by using a COM control, you had to create
an installer and bundle these files together with the COM control. Although
this worked, it presented many problems while deploying the control. For
example, you may have had problems with version conflicts, with making sure
that files such as images were deployed to the same location, or with corrupted
or deleted static files that could cause the control to fail.

Web
Resources in Microsoft ASP.NET 2.0 addresses these issues by letting the
developer embed these resources in the assembly as .resources. To access these
static resources, you can just call a method in the control’s
code.

How Web Resources work

Web Resources rely on a special handler that is named
WebResource.axd, which is designed to retrieve assembly resources and serve
them to the Web browser. The handler type for WebResource.axd is AssemblyResourceLoader.

When a request comes in from the client for
WebResource.axd, the handler looks for the Web Resource identifier in the QueryString method of the Request object. Based on the value of the Web Resource identifier, the
handler then tries to load the assembly that contains this resource. If this
operation is successful, the handler will then look for the assembly attribute
and load the resource stream from the assembly. Finally, the handler will grab
the data from the resource stream and send it to the client together with the
content type that you specify in the assembly attribute.

The URL for
WebResource.axd looks like the following:

WebResource.axd?d=SbXSD3uTnhYsK4gMD8fL84_mHPC5jJ7lfdnr1_WtsftZiUOZ6IXYG8QCXW86UizF0&t=632768953157700078

The format of this URL is WebResource.axd?d=encrypted
identifier
&t=time stamp value. The
“d” stands for the requested Web Resource. The “t” is the timestamp for the
requested assembly, which can help in determining if there have been any
changes to the resource.

Delving into the code

In my example, I have developed a COM control that is consumed by
an ASP.NET Web application to demonstrate this new feature.

COM control for the Web Resource

For creating and embedding a Web Resource, I have developed a COM
control (SimpleControl). It has the following embedded resources:

  • Two image files that are named smallFail.gif and
    smallSuccess.gif. These image files are used for rollover effects in the
    control and are consumed within the control code.
  • An HTML file that is named Help.htm. This file does not
    contain much text and is just for demonstration.
  • One JavaScript file that is named MyScript.js. This file
    contains some JavaScript code which also demonstrates the substitution feature
    to get a reference to another embedded resource within the same
    assembly.
  • One .css file that is named MyStyleSheet.css. This style
    sheet is then consumed directly from the ASP.NET Web application.

In this article, I will discuss the parts that are required for
Web Resources.

Embedding the Web Resources

First, you have to make sure that all the static files that are
added to the Web Control Library project in Microsoft Visual Studio 2005 are
embedded resources. To embed these resources, all that you have to do is add
these files to Visual Studio and then modify the properties of these files so
that the build action is set to Embedded
Resource
.

After you have done this, you also have to make
sure that these resources have been referenced by the WebResource assembly attribute in the AssemblyInfo.cs file as shown below.

assembly: WebResource("SimpleControl.Help.htm", "text/html")
assembly: WebResource("SimpleControl.MyStyleSheet.css", "text/css")
assembly: WebResource("SimpleControl.smallFail.gif", "image/gif")
assembly: WebResource("SimpleControl.smallSuccess.gif", "image/gif")
assembly: WebResource("SimpleControl.MyScript.js", "text/javascript", PerformSubstitution = true)

The WebResource assembly attribute has three parameters as follows:

  • Web Resource: The name of the resource that is embedded in the assembly
  • ContentType: The MIME file type for the resource
  • PerformSubstitution: A Boolean value that determines whether other Web Resource URLs
    that are referenced in this resource are parsed and replaced with the full path
    of the resource
Fetching the Web Resources

For getting the Web Resource, I have used the GetWebResourceUrl method, which is a method of the ClientScriptManager class that is typically used for managing client-side scripts.
This method returns a URL reference to the server-side resource that is
embedded in an assembly. The GetWebResourceUrl method accepts the following two parameters:

  • Type: The type of the server-side resource
  • Resource Name: The name of the server-side resource

To use this method, first you have to create an instance of the ClientScriptManager class and get the type of the class as shown below.

ClientScriptManager cs = Page.ClientScript;
            Type rsType = this.GetType();

When you have an instance of this class, you then have to call this
method and pass the appropriate parameters as shown below, where I create a HyperLink button, and set the NavigateURL method to point to an embedded HTML resource.

HyperLink hlHelpFile = new HyperLink();
            hlHelpFile.NavigateUrl = cs.GetWebResourceUrl(rsType, "SimpleControl.Help.htm");
            hlHelpFile.Attributes.Add("onmouseover", "ChangeImage('image1','Red')");
            hlHelpFile.Attributes.Add("onmouseout", "RollbackImage('image1','Green')");

            this.Controls.Add(hlHelpFile);

            Image imgTest = new Image();
            imgTest.ImageUrl = cs.GetWebResourceUrl(rsType, "SimpleControl.smallFail.gif");
            imgTest.ID = "image1";
            hlHelpFile.Controls.Add(imgTest);

Also in the same code listing above, I have created an Image button and the ImageUrl attribute is getting its value from another embedded .gif image
resource.

Using the Substitution feature

Another useful feature of using Web Resources is the PerformSubstitution property of the WebResource attribute as shown in the “Embedding the Web Resources” section
above. This feature lets you actually get Web Resources inside another embedded
resource. If this property is enabled, the WebResource handler will parse the embedded resource and replace the syntax
for the WebResource assembly attribute with actual resources before serving the
page.

In the code above, you will notice that the HyperLink control has a client-side event that is named ChangeImage. This ChangeImage function is located in a script file. The following is the code
for this script.

function ChangeImage(imgControl,varcolor)
   document.getElementById(imgControl).src = '<%= WebResource("SimpleControl.smallSuccess.gif")%>';
    document.getElementById('Label1').style.color = varcolor;

function RollbackImage(imgControl, varcolor)
   document.getElementById(imgControl).src = '<%= WebResource("SimpleControl.smallFail.gif")%>';
   document.getElementById('Label1').style.color = varcolor;

This script file that is named MyScript.js is also an embedded resource
in the same COM control. And notice that I am using the WebResource method to refer to another embedded resource in the script
file.

Also, to make sure that this JavaScript file is registered in
the page, I use the RegisterClientScriptInclude method of the ClientScriptManager class as shown below.

cs.RegisterClientScriptInclude("MyScript", cs.GetWebResourceUrl(rsType, "SimpleControl.MyScript.js"));

Consuming the control in ASP.NET

Once you have built the COM control successfully, you need to
consume this control in a client ASP.NET project. To do this, you just have to
add the control to the toolbox in ASP.NET. Then you can add the control to any
Web form in the designer.

When you add the control to the toolbox, the
control is registered for you and the following code is added when you look at
the HTML syntax.


In my COM control, I have also embedded a style sheet file, which I will
be using in my ASP.NET application. To access this style sheet, you have to add
a link HtmlControl in the HTML page and set the runat property to server as shown below.


After this, you can programmatically set the Href attribute of this control to point to the WebResource assembly attribute in the Page_Load event as shown below.

protected void Page_Load(object sender, EventArgs e)

        //Get the name of the Web Resource.
        String rsname = "SimpleControl.MyStyleSheet.css";

        //Get the type of the class.
        Type rstype = typeof(SimpleControl.MSButton);

        // Get a ClientScriptManager reference from the Page class.
        ClientScriptManager cs = Page.ClientScript;
        lnkStyle.Href = cs.GetWebResourceUrl(rstype, rsname);

When you run the code, you will see a control that looks like the
following:

Collapse this imageExpand this image

And on mouse-over, the control will look like the following:

Collapse this imageExpand this image

When you click this link, it will take you to the help page, which
is embedded in the COM control assembly file.

Conclusion

Web Resources is a useful new feature in ASP.NET 2.0. You can use
this feature to your advantage if you use it wisely. Many caching techniques
have been used to make sure that Web Resources do not affect the performance of
the application.

In ASP.NET 2.0, WebResource.axd is used internally by
the Microsoft .NET Framework to retrieve embedded resources. For example, the
.NET Framework uses WebResource.axd to retrieve the WebUIValidation.js script
file that is used for Validation controls and to retrieve the Menu.js script file for Menu controls.

References

For more information, visit the following Microsoft Web sites: For more information about Web Resources, see the following blogs
by Nikhil Kothari:

Follow this link:
Working with Web Resources in ASP.NET 2.0

How to use the bank account number and bank routing number instead of the customer ID in Lockbox Processing in Microsoft Dynamics GP

This article describes how to create an association between the Customer ID and the customer’s banking information (account number and bank routing number) in a lockbox file in Microsoft Dynamics GP and in Microsoft Business Solutions – Great Plains 8.0.
To create an association between the Customer ID and the customer’s bank account number and bank routing number, use one of the following methods.

Method 1- Create a dummy lockbox file

You can create a dummy lockbox import file that will include the Customer ID and the customer’s banking information. When you create this dummy file, the customer’s banking information is written to the Lockbox Bank Details window to create an association between the Customer ID and the banking information. To do this, follow these steps.

Note You will delete the cash receipt batch that is created.

  1. Create an example lockbox file in comma delimited (*.csv) format. Include the following fields in the file:
    • Customer ID
    • Bank Routing Number
    • Bank Account Number
    • Check Number (dummy)
    • Check Amount (dummy amount such as .01)
  2. Open the Lockbox Maintenance window. To do this, point to Sales on the Cards menu, and then click Lockbox.
  3. Create a lockbox ID that maps the information on the new file to the fields in Microsoft Dynamics GP or in Microsoft Business Solutions – Great Plains 8.0. Click None in the Lockbox Apply Method list.

    Note Make sure that you map all five fields that are listed in step 1.

  4. Open the Lockbox Entry window. To do this, point to Sales on the Transactions menu, and then click Lockbox Entry.
  5. Select the lockbox ID that you created in step 3. In the Lockbox Import File field, type the path of the example file that you created in step 1.
  6. Type a batch ID in the Batch ID field, and then click Transactions to import the records.
  7. In the Lockbox Transactions window, correct any errors that are marked by a red X.
  8. After all the errors are fixed, click Create Batch.
  9. To verify that the banking information is updated for each customer in the lockbox file, open the Lockbox Bank Details window. To do this, point to Sales on the Cards menu, and then click Lockbox Bank Details.
  10. In the Customer ID list, click an appropriate customer. Verify that the correct information exists in the Bank Routing Number column and in the Bank Account Number column.
  11. Delete the example cash receipt batch. To do this, point to Sales on the Transactions menu, and then click Receivables Batches. In the Batch ID list, click the appropriate cash receipt batch, and then click Delete.

    Note After you complete step 11, you can import lockbox files that do not contain a Customer ID in the file. Microsoft Dynamics GP and Microsoft Business Solutions – Great Plains 8.0 make the association to the correct customer to which the cash receipt applies.

Method 2 – Manually match the lockbox file to each customer

You can manually match the cash receipt from the lockbox file to the appropriate Customer ID. When you do this, Microsoft Dynamics GP or Microsoft Business Solutions – Great Plains 8.0 will write the banking information for the appropriate customer in the Lockbox Bank Details window. Use the invoice information in the lockbox file to determine the appropriate Customer ID. To manually match the receipts to Customer IDs, follow these steps:

  1. Import the lockbox cash receipt file that is provided from the bank. To do this, point to Sales on the Transactions menu, and then click Lockbox Entry.
  2. In the Lockbox ID list, click the appropriate lockbox ID.

    Note The path of the Lockbox Import File should automatically populate in the list from the lockbox ID setup. If the path does not appear, browse to the folder in which the lockbox file is saved.

  3. Type a batch ID in the Batch ID field, and then click Transactions to import the cash receipt transactions.
  4. In the Lockbox Transactions window, double-click the unmatched cash receipt transactions to open the Edit Lockbox Customer window.

    Note Transactions that were not matched are marked by a red X to signify an error.

  5. In the Customer ID list, click the appropriate Customer ID, click Select, and then click OK.
  6. Double-click the cash receipt transaction to open the Apply Sales Document window.
  7. Select the appropriate document in which to apply the cash receipt transaction, and then click OK.

    Note The cash receipt does not have to be applied.

  8. In the Cash Receipts Entry window, click Save.
  9. After all the errors are corrected, click Create Batch. (Create Batch is what updates the Lockbox Bank Details window PA00010. Only click oK if you want to close the window and work on the batch again later.  The OK button does not update the banking information on the customer.)
  10. Post the cash receipt batch that is created. To do this, follow these steps:
    1. Click theTransactions menu, point to Sales, and then click Receivables Batches.
    2. Select the batch ID, and then click Post.

  11. To verify that the banking information is updated for each record in the lockbox file, follow these steps:
    1. Open the Lockbox Bank Details window. To do this, click the Cards menu, point to Sales, and then click Lockbox Bank Details.
    2. In the Customer ID list, click an appropriate customer.
    3. Verify that the correct information exists in the Bank Routing Number column and in the Bank Account Number column.

    Note After you complete step 11, the association between the Customer ID and the banking information is made automatically when you import lockbox files.

Article ID: 856094 – Last Review: August 18, 2012 – Revision: 5.0


Applies to
  • Microsoft Dynamics GP 10.0
  • Microsoft Dynamics GP 9.0
  • Microsoft Business Solutions–Great Plains 8.0
  • Lockbox Processing
  • Receivables Management
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How to use the bank account number and bank routing number instead of the customer ID in Lockbox Processing in Microsoft Dynamics GP

Security Update MS12-060 Impairs Functionality of Access Database

After applying security update MS12-060 you may experience problems with your Access database if you are using any of the Windows Common Controls associated with the MSCOMCTL.OCX file updated in the patch.  Problems may include hanging on opening an object that includes one of the controls, or error messages indicating that events have been cancelled.  Example error messages may include (but aren’t limited to) the following:

Error 459:  Object or class does not support the set of events. 

2501:   action cancelled

The expression you entered as the event property setting produced the following error:  Object of class does not support the set of events.

Security update MS12–060 may cause certain ActiveX controls to fail to load properly within pre-existing Access databases and when inserting controls in design view. 

Note This is a “FAST PUBLISH” article created directly from within the Microsoft support organization. The information contained herein is provided as-is in response to emerging issues. As a result of the speed in making it available, the materials may include typographical errors and may be revised at any time without notice. See Terms of Use

(http://go.microsoft.com/fwlink/?LinkId=151500)

for other considerations.

Article ID: 2746693 – Last Review: August 17, 2012 – Revision: 2.0


Applies to
  • Microsoft Access 2010
  • Microsoft Office Access 2007
  • Microsoft Office Access 2007 Runtime
  • Microsoft Office Access 2003
  • Microsoft Office Access 2003 Runtime
  • Microsoft Access 2002 Runtime
  • Microsoft Access 2002 Standard Edition

View the original here:
Security Update MS12-060 Impairs Functionality of Access Database

How to register an ActiveX control manually (.ocx)

This article describes how to register an .ocx file manually.
You can use the Microsoft Register Server (Regsvr32.exe) to register an .ocx file manually. The syntax for using Regsvr32.exe is as follows:

Regsvr32 /u /s

Note /u means Unregister the .ocx file.
/s
means Silent Mode (display no messages).

The following example registers the Microsoft MSCOMCTL ActiveX Control without displaying any messages: 

Regsvr32 /s c:windowssystem32mscomctl.ocx

Note: This needs to be run with administrator permissions

1.     Click Start, type cmd.

2.     Right-click the cmd icon, and then click Run as Administrator.

3.     At the command prompt, type the following command, and then press ENTER:

Regsvr32 /s c:windowssystem32mscomctl.ocx

Note This is a “FAST PUBLISH” article created directly from within the Microsoft support organization. The information contained herein is provided as-is in response to emerging issues. As a result of the speed in making it available, the materials may include typographical errors and may be revised at any time without notice. See Terms of Use

(http://go.microsoft.com/fwlink/?LinkId=151500)

for other considerations.

Article ID: 2746232 – Last Review: August 16, 2012 – Revision: 1.0


Applies to
  • Microsoft Excel 2010
  • Microsoft Office Excel 2007
  • Microsoft Office Word 2007
  • Microsoft Word 2010
  • Microsoft Access 2010
  • Microsoft Office Access 2007

More:
How to register an ActiveX control manually (.ocx)

Update Rollup 10 for Microsoft Dynamics CRM 2011 is available

Update Rollup 10 for Microsoft Dynamics CRM 2011 is available. This article describes the hotfixes and updates that are included in this update rollup. This update rollup is available for all languages that are supported by Microsoft Dynamics CRM 2011.

Important note What happened to update Rollup 9 for Microsoft Dynamics CRM 2011?

Update Rollup 9 for Microsoft Dynamics CRM 2011 will not be released because of a delay in the Q2 Service Update. Update Rollup 10 fixes all the issues that would have been included in Update Rollup 9. For more information, go to the following Microsoft Dynamics website:

https://community.dynamics.com/product/crm/crmnontechnical/b/crmconnection/archive/2012/07/06/q2-2012-service-update-new-delivery-schedule.aspx

(https://community.dynamics.com/product/crm/crmnontechnical/b/crmconnection/archive/2012/07/06/q2-2012-service-update-new-delivery-schedule.aspx)

Additional Functionality:

Support with Microsoft Dynamics CRM 2011 and Microsoft Office 2013

(http://support.microsoft.com/kb/2744957)

Support with Microsoft Dynamics CRM 2011 and Windows 8

(http://support.microsoft.com/kb/2744954 )

Support with Microsoft Dynamics CRM 2011 and Internet Explorer 10

(http://support.microsoft.com/kb/2743941 )

Update Rollup 10 includes performance enhancements for retrieve multiple queries and Quick Find.  For more information refer to the sections titled “Optimizing the Performance of Queries against Large Datasets” and “Optimizing the Performance of Quick Find Queries” within the Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure

(http://www.microsoft.com/en-us/download/details.aspx?id=27139)

white paper.

Build number and file names for this update rollup

Collapse this tableExpand this table

Rollup package Build Number File name for 32-bit versions File name for 64-bit versions
Microsoft Dynamics CRM 2011 Server 5.0. 9690.2730 Not applicable CRM2011-Server-KB2710577-LangID-amd64.exe
Microsoft Dynamics CRM 2011 for Microsoft Office Outlook 5.0. 9690.2730 CRM2011-Client-KB2710577-LangID-i386.exe CRM2011-Client-KB2710577-LangID-amd64.exe
Microsoft Dynamics CRM 2011 E-mail Router 5.0. 9690.2730 CRM2011-Router-KB2710577-LangID-i386.exe CRM2011-Router-KB2710577-LangID-amd64.exe
Microsoft Dynamics CRM 2011 Report Authoring Extension 5.0. 9690.2730 CRM2011-Bids-KB2710577-LangID-i386.exe Not applicable
Microsoft Dynamics CRM 2011 Language Pack 5.0. 9690.2730 CRM2011-Mui-KB2710577-LangID-i386.exe CRM2011-Mui-KB2710577-LangID-amd64.exe
Microsoft Dynamics CRM 2011 Reporting Extensions 5.0. 9690.2730 Not applicable CRM2011-Srs-KB2710577-LangID-amd64.3exe

Update rollup information

Update Rollup 10 for Microsoft Dynamics CRM 2011 will be available for on-premises customers on August 16, 2012.

The following file is available for download from the Microsoft Download Center:

Collapse this imageExpand this image

Download the 2710577 package now.

(http://www.microsoft.com/downloads/details.aspx?FamilyID=5943fb19-4141-47af-b380-3349b96c46a8)

Release Date: August 16, 2012

For more information about how to download Microsoft support files, click the following article number to view the article in the Microsoft Knowledge Base:

119591

(http://support.microsoft.com/kb/119591/
)

How to obtain Microsoft support files from online services

Microsoft scanned this file for viruses. Microsoft used the most current virus-detection software that was available on the date that the file was posted. The file is stored on security-enhanced servers that help prevent any unauthorized changes to the file.

Installation information

Important A database that was created by using Microsoft Dynamics CRM 2011 Update Rollup 6 or a later version cannot be imported to a deployment of Microsoft Dynamics CRM 2011 Update Rollup 5 or an earlier version. This scenario is not supported.

Windows Update installation

To automatically install Update Rollup 10 for Microsoft Dynamics CRM 2011, you can use Windows Update. Update Rollup 10 for Microsoft Dynamics CRM 2011 will be available on Windows Update on September 11, 2012.

You can also set Windows to automatically install recommended updates. This setting can address noncritical problems and help improve your computing experience. Optional updates are not downloaded or installed automatically.

To learn more about the kinds of updates that Microsoft publishes, go to the following Microsoft websites:

To install Update Rollup 10 for Microsoft Dynamics CRM 2011 by using Windows Update, follow these steps:

  1. Click Start, and then type Update in the Start Search box. In the list of results, click Windows Update.
  2. In the navigation pane, click Check for updates, and then wait while Windows checks for the latest updates for your computer.
  3. If you receive a message that states that important updates are available or that prompts you to review important updates, you can view and select the important updates to install.
  4. In the list, click any important update for more information. Click to select the check box for any updates that you want to install, and then click OK.
  5. Click Install updates.
  6. Read and accept the license terms, and then click Finish (if the update requires this action). If you are prompted for an administrator password, type the password. If you are prompted for a confirmation, provide the confirmation.

Manual installation

To manually install Update Rollup 10 for Microsoft Dynamics CRM 2011, follow these steps:

  1. Go to the following Microsoft Update catalog website:
  2. In the Search box, type 2710577, and then click Search.
  3. Click Add to add the update to the basket.
  4. Click Download.
  5. Click Browse, specify the folder to which you want to download the update, and then click OK.
  6. Click Continue, and then click I Accept to accept the Microsoft Software License Terms.
  7. When the update is downloaded to the location that you specified, click Close.

For more information about the Microsoft Update catalog, click the following article number to view the article in the Microsoft Knowledge Base:

323166

(http://support.microsoft.com/kb/323166/
)

How to download updates that include drivers and hotfixes from the Windows Update Catalog

Additional installation information

  • After you install this update rollup, you should exit any existing CRM sessions and then start a new CRM session to incorporate the changes.
  • When you de-provision a language pack, the language settings of all Microsoft Dynamics CRM users who are using that language will revert to the default language. The re-provisioning process does not update the language settings of users. Therefore, users must reset their language settings in the personal options section when they log on to Microsoft Dynamics CRM 2011.

Prerequisites

You must have Microsoft Dynamics CRM 2011 Update Rollup 6 (build 5.0.9690.1992) or a later version installed to apply this update rollup. For more information about this update rollup, click the following article number to view the article in the Microsoft Knowledge Base:

2600640

(http://support.microsoft.com/kb/2600640/
)

Update Rollup 6 for Microsoft Dynamics CRM 2011 is available

For compatibility information, click the following article number to view the article in the Microsoft Knowledge Base:

2669091

(http://support.microsoft.com/kb/2669061/
)

Microsoft Dynamics CRM Compatibility List 

Restart requirement

If you are prompted, restart the computer after you apply the update rollup.

Removal information

You can uninstall Update Rollup 10 from a Microsoft Dynamics CRM server. However, you should back up your databases before you uninstall Update Rollup 10. For more information, go to the following Microsoft Developer Network (MSDN) websites:

Issues that are resolved in Update Rollup 10 for Microsoft Dynamics CRM 2011

Update Rollup 10 contains the following fixes and updates:

  • Assume that you are assigned to a team. When you try to assign a contact that is owned by you to a marketing list that is owned by the team, you receive the following error message:

    Record is unavailable – The request record was not found or you do not have sufficient permissions to view it.

  • You receive the following error message in Microsoft Dynamics CRM 2011:

    A transport-level error has occurred when receiving results from the server. (provider: TCP Provider, error: 0 – The semaphore timeout period has expired.)

  • The ID value is not encoded correctly when you set the “Show only if URL contains” filter to equal to “RibbonLayout” in Fiddler.
  • Microsoft Dynamics CRM client for Outlook fails with a generic error message during configuration when the MAPI service is not registered.
  • Microsoft Dynamics CRM client for Outlook makes too many calls to the FetchXmlToQueryExpression method. Therefore, you may experience slow performance.
  • When you close Microsoft Office Outlook during CRM synchronizations, Outlook crashes because of aborted threads.
  • When you remove pinned views in Outlook, you cannot pin the views again during the same session.
  • The NotifyItemChanged handling is requested to be updated to use the Microsoft Dynamics CRM Async handling as the default processing path.
  • When you build the MAPI Contents table index, you experience slow performance.
  • The Microsoft Dynamics CRM client for Outlook crashes because of heap corruptions. 
  • When you delete a pinned user view that is the only pinned view for an entity, the Microsoft Dynamics CRM folder for the entity does not open.
  • Goals in Microsoft Dynamics CRM do not display all participating records.
  • You cannot detect and reconnect closed SQL connections when the underlying connections are closed because of a fatal connection error.
  • When you try to import a Microsoft Dynamics CRM 4.0 organization to Microsoft Dynamics CRM 2011, you receive the following error message:

    ‘PluginType’ entity doesn’t contain attribute with Name= ‘customworkflowactivityinfo’.

  • When you add a marketing list to a campaign and then try to remove the marketing list from the campaign, you receive the following error message:

    Invalid object name ‘campaignitembase’.

  • Consider the following scenario:
    • You create two orders.
    • One order is related to an opportunity, and the other order is not related to an opportunity.
    • You create a new sales goal.

    In this scenario, the sales goal does not contain the record that has no related opportunity. 

  • Assume that you create a workflow in an organization that has a language pack enabled. When you run the “select * from FilteredWorkflow” query, you receive the following error message:

    Conversion failed when converting the nvarchar value ‘emailaddress1′ to data type int.

  • Members can be removed from a shared marketing list unexpectedly by a user who has only read or append rights in Microsoft Dynamics CRM 2011.
  • When you perform a quick find, you experience slow performance. This problem occurs because the query is executed two times. The first time is to return the data, and the second time is to determine the number of records that are returned by the query. 
  • When you create an email message by using an email template, text between angle brackets (<>) in the email template is truncated.
  • After you configure the Microsoft Dynamics CRM 2011 client for Outlook to an organization that was upgraded from Microsoft Dynamics CRM 4.0, all custom entities from Microsoft Dynamics CRM 4.0 are available in the Offline Synchronization filters. However, after you complete a reset on the offline data filters, the custom entities from Microsoft Dynamics CRM 4.0 are unavailable. New custom entities that are created in Microsoft Dynamics CRM 2011 are available after the reset.
  • Reports that use the FilterActivityPointer view return incorrect status code values in Microsoft Dynamics CRM 2011.
  • You cannot edit mail merge templates when the alias name contains more than 128 characters. Additionally, you receive the following error message:

    Alias length cannot be greater than 128.

  • Assume that you try to use a custom workflow assembly that has an output of the DateTime type. You add the following wait condition in the workflow assembly:

    Process || Timeout || Equals || DateTime output of custom workflow assembly

    In this situation, when you reopen the workflow designer, the wait condition is changed to the following unexpectedly:

    Process || Timeout || Equals || Process-ExecutionTime

    Additionally, when you run the workflow, the workflow rule fails because it cannot compile the workflow for execution at run time.

  • When user settings are set to the Japanese language, the label that is named by using “Q1″ is not displayed in a chart in Microsoft Dynamics CRM 2011.
  • When you delete a record that contains attachments, a SQL deadlock occurs on the ActivityMimeAttachment table. This problem occurs when multiple threads retrieve records at the same time.
  • You cannot install addition roles from the Microsoft Dynamics CRM DVD after you install Microsoft Dynamics CRM 2011 Update Rollup 6.
  • A Microsoft Dynamics CRM error page is displayed when a case is saved. This problem occurs when a lookup of the case is not resolved on the first attempt.
  • When you convert an activity to an opportunity, the field for the source campaign is not populated.
  • When you update a Microsoft Dynamics CRM user record, the Cal type is set to Full unexpectedly.
  • A script error occurs when you generate a custom workflow activity URL that does not have an extraqs parameter.
  • When you create a new saved view on the User entity under Advanced Find, the view is displayed in the service calendar. However, after you leave the service calendar and then return to the calendar, you receives an exception error message. Additionally, you have to restart the browser to continue using the CRM service.
  • When you click a Microsoft Dynamics CRM record that was minimized in Microsoft Dynamics CRM 2011 for Outlook, the record is not opened as expected.
  • Scroll bars are not displayed in Microsoft Dynamics CRM 2011 with Internet Explorer 10.
  • Dollar symbols are missing in the Currency field, and the field is not left-aligned, in Microsoft Dynamics CRM 2011 with Internet Explorer 10. 
  • Assume that you configure ADFS to set the values for the token lifetime to be longer than 10 hours in Microsoft Dynamics CRM 2011. If the system is load balanced, the token lifetime setting is not respected. Instead, the token will expire after 10 hours, and users will have to log back in. 
  • When you send an email message that contains a script in the Workflow form, the script is executed unexpectedly.
  • You cannot expand the Form Assistant drop-down list in the Schedule Service Activity dialog box in Microsoft Dynamics CRM with Internet Explorer 10.
  • The horizontal scrollbar is unnecessarily displayed sometimes in Microsoft Dynamics CRM with Internet Explorer 10.
  • Radio buttons are not displayed correctly in Microsoft Dynamics CRM with Internet Explorer 10.
  • Assume that you import a solution that contains ribbon customizations. When you start the CRM web client or the Outlook client for the first time, the ribbon does not display the MSCRM tab as the initial tab. The custom tab that is part of the solution that you imported is displayed instead.
  • When you try to view field permissions for an incident entity in Microsoft Dynamics CRM with the Turkish language enabled, an exception error occurs.
  • Consider the following scenario:
    • You create a custom field that uses the Multiple Lines of Text type and has a maximum length of 200 on an account.
    • You set the field on the account main form in the General section, and the field spans two columns and three rows. 
    • You publish the customizations.
    • You create a new account, specify mandatory fields, and then enter a long string that is over the length of 200 in the custom field.
    • You click Save.

    In this scenario, you receive an error message that states that the string length is too long. However, the value in the field is not truncated. Additionally, and you cannot save the account.

  • Assume the search box is not displayed in a lookup screen. When you select the Show Only My Records check box, you receive the following error message:

    The list has not finished opening. Try your request again.

  • An XPATH error occurs when you browse to the following URL:
  • Assume that you set user options to Read-only forms. You create a discount in an entity. In this situation, when you open the entity again and then compare the Edit form to the Read-only form, the discount is opened in the Read-only mode unexpectedly. 
  • Assume that you change the date format settings for the organization through system settings. After you adjust the setting for the first week of a year, date data that is retrieved through the fetch functionality and is grouped by week may display an incorrect week number.
  • Assume that you create an advanced find query that has at least three link entity joins that are nested. If return columns are from the first link entity join and the return columns are used for entity references, the view cannot be rendered in the CRM grid.
  • The Notifications table is not cleared. Therefore, an increase occurs in the size of the Notifications table in the MSCRM_CONFIG database.
  • Consider the following scenario:
    • You try to import the Microsoft Dynamics CRM 2011 Custom Code Validation Tool solution in an organization, and the import fails.
    • You try to import the solution again, and the import fails again. 

    In this situation, you cannot access the organization.

  • Assume that you run a query that contains the “Owner = Equals Current User’s Team” condition. If you export the result to an Excel worksheet as a dynamic worksheet, you cannot open the Excel worksheet.
  • The Account Summary report fails in Microsoft Dynamics CRM 2011 with the Turkish language enabled.
  • The report print dialog box does not support multilanguage.
  • E-mail Router cannot do the configuration and process email messages for more than 5,000 users. 
  • If the “ActualDurationMinutes” field in a task is set as “1/2/3 day” in Microsoft Dynamics CRM with the Traditional Chinese language enabled, an exception error occurs.
  • E-mail Router cannot process email messages out of the forward mailbox if the email address exists over 25 times in the emailsearchbase table.
  • The ViewId value of the NavBarByRelationshipItem setting is not respected for custom relationships.
  • Views that are added to a lookup dialog box by using the addCustomView function from the Microsoft Dynamics CRM 2011 Software Development Kit (SDK) do not use default sorting. However, the default sorting that was defined as part of the FetchXml schema that was passed to the function should be used.
  • The AddCustomView method from SDK does not work on a multi-entity lookup as expected.
  • The following error message is translated incorrectly in Microsoft Dynamics CRM with the Japanese language enabled:

    This record cannot be added because it already has a parent record.

  • When you distribute a campaign activity that uses the e-mail via mail merge” type in Microsoft Dynamics CRM 2011, regarding is set to Contact instead of to Campaign activity
  • Quick and full campaign email activities are always sent from campaign creators unexpectedly.
  • Consider the following scenarios:
    • You create a recurring appointment that contains the following settings from the CRM web client:
      • The Duration field is set to 1 Day.
      • The recurring pattern is set to daily and the duration is set for every day.
      • The end range in the range of recurrence section is set to No end date or is set to end after more than 17 occurrences.
    • You track an all-day event with a recurring appointment that contains the following settings from the CRM Outlook client:
      • The recurring pattern is set to daily and the duration is set for every day.
      • The end range in the range of recurrence section is set to No end date or is set to end after more than 17 occurrences.

    In both scenarios, the first 15 appointments are generated successfully. However, the CRM Asynchronous service cannot create the rest of the recurrence pattern.

  • After you enable the UserRootPath option, you cannot add new users by using the user principal name (UPN) format.
  • Filters for entity columns that are also added as columns in a view do not work correctly in Outlook. 
  • When you open modal forms, such as a lookup or the Set Regarding form, in the Microsoft Dynamics CRM client for Outlook, memory leaks occur in the Outlook process.
  • After you untrack an email message that was created recently, the email message is tracked again automatically.
  • When you view a record that contain a floating-point number field that is displayed in the preview pane and then select a record that has no value in the field, the field is not updated as expected. The field continues to display the value of the last record that has a value set in the field. 
  • You cannot hide buttons in the Outlook CRM ribbon.
  • You cannot print all pages from an advanced find query in the Microsoft Dynamics CRM client for Outlook. 
  • After you apply Microsoft Dynamics CRM 2011 Update Rollup 6, you cannot create new organizations. Additionally, you cannot import organizations.
  • When you have multiple Exchange accounts in one Outlook profile, you cannot track email messages by using the Microsoft Dynamics CRM add-in for Outlook. 
  • When you open many forms in the Microsoft Dynamics CRM client for Outlook, memory leaks occur. Additionally, the client may crash. 
  • When you try to click Recalculate Opportunity, a script error occurs.
  • When you send an email message from OWA, the email message remain in the Drafts folder for all clients and the email message will be sent incorrectly. 
  • Long-running queries event entries do not log the ServerName values in the event log.
  • Recurring appointments are corrupted after you change the reminder time in Outlook.
  • When you delete a datetime value from an appointment in Outlook, you receive the following error message:

    An unknown error occurred while synchronizing data to Outlook.

  • When you try to send a mail merge that uses an English mail merge template in Microsoft Dynamics CRM 2011 with the German language enabled, you receive the following error message:

    An error has occurred during Microsoft Dynamics CRM Mail Merge.

  • When a Microsoft Dynamics CRM client for Outlook add-in and another add-in add and delete user-defined properties in an Outlook item, Microsoft Dynamics CRM does not update the user-defined properties in the Outlook item correctly. Additionally, Outlook may crash. 
  • A surface link to the Outlook troubleshooting wizard is requested to be added in Outlook Configuration Wizard.
  • Email messages that contain attachments that have quotation marks included cannot be tracked in Outlook.
  • When you pin a specific activity type view, such as an email message or a task, and then try to show the charts pane, you receive the following error message: 

    An error occurred while the chart was rendering.

  • When you view a Microsoft Dynamics CRM task in Outlook Web Access (OWA), the due date of the task is missing.
  • When you browse away from a view, filters that were applied in the view are not saved correctly. 
  • System time on a computer is checked during the installation or the configuration. However, when the computer system time is out of sync with the domain, or when the computer is not in a domain that is in sync with the world clock, you do not receive an error message about the computer system time issue. 
  • A Microsoft Dynamics CRM Outlook Client configuration error occurs when a sitemap contains a view reference that uses the “etn=” parameter.
  • Microsoft Dynamics CRM client for Outlook crashes when the Windows DPI is set to 125 percent. 
  • Consider the following scenario:
    • You open the Microsoft Dynamics CRM client for Outlook.
    • You set the preview pane to the right side.
    • You browse to a CRM folder that has a MAPI grid.
    • You zoom out the window, or you zoom in the preview pane until some columns in the grid are hidden.

    In this scenario, the scroll bar is missing. Therefore, you cannot find the columns that are hidden.

  • When you right-click an item and then add a follow-up activity on the item, the item selection is lost unexpectedly. 
  • When you delete an item, the item is not removed from the grid.
  • When you add a filter to a user view and then click Save Filter, the filter is not saved as expected.
  • When you run a search and then pin a view, the pinned view is not displayed. 
  • When you try to pin a fax view, the fax view is not pinned. Additionally, the fax view is reverted to a server view.
  • When you close a pinned view and then open the view again during one Outlook session, the view is reverted to a server view. 
  • When you rest the mouse on a drop-down list item, the color change is not obvious in the Microsoft Dynamics CRM client for Outlook with Internet Explorer 10. 
  • The progress bar is displayed incorrectly when you import a solution in the Microsoft Dynamics CRM client for Outlook with Internet Explorer 10. 
  • No tooltip is displayed when you rest the mouse on any button on the solution toolbar in the Microsoft Dynamics CRM client for Outlook with Internet Explorer 10. 
  • When you create a new opportunity and then run a search for contacts, you experience slow performance. 
  • A performance counter is requested to track how many times database operations are retried because of network issues.
  • After you install Microsoft Dynamics CRM 2011 Update Rollup 6, an application event error occurs. 
  • The AllowRoleAssignInAdminMode option is requested to be enabled for users in the administrative mode.
  • Custom messages that are defined for an activity entity cannot be exported from and imported to a different organization successfully. 
  • When you import a solution, the system attribute lookup values are deleted. Additionally, multi-organization shared metadata caches are corrupted.
  • When you create a new account, run a lookup on the Currency field on the Billing Information tab, and then click New, you receive the following error message:

    Object doesn’t support property or method ‘SetLabel’ on Currency new page display on Currency page.

  • The InvalidPluginExecutionException class from a plug-in that is registered on the Recurring Appointment entity displays the “Business Process Error” error message instead of a custom error message.
  • When the regional settings on a client are set to English (New Zealand) or English (Singapore), recurring appointments cannot be synchronized to Outlook. 
  • When you view Microsoft Dynamics CRM address books in the Microsoft Dynamics CRM client for Outlook, the Name column is blank.
  • The SetStateDynamicEntity request does not work for the BusinessOwned entities when Dynamics CRM 2007 endpoint is used.
  • Platform tracing displays incorrect error messages for the SetStateDynamicEntity requests in Microsoft Dynamics CRM 2011.
  • In the Rollup Fields section, the Source Record Type State and Source Record Type Status values are numbered incorrectly. 
  • The Goal form displays all data type fields in the read-only mode unexpectedly. 
  • Organizations are requested to be searchable with the Org URL name.
  • You cannot import a managed solution that contains an entity that has a money attribute. 

Hotfixes and updates that you have to enable or configure manually

Update Rollup 10 for Microsoft Dynamics CRM 2011contains the following hotfixes and updates that you must enable or configure manually. To enable or to configure these hotfixes or these updates on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in the following Microsoft Knowledge Base article. For more information, click the following article number to view the article in the Microsoft Knowledge Base:  

Please review the section Optimizing the Performance of Queries Against Large Datasets for additional information on the RetrieveMultipleEnabledOptimization functionality and the section Optimizing the Performance of Quick Find Queries for Quick Find functionality.

Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure

(http://go.microsoft.com/fwlink/?LinkID=213093)

Update Rollup 8 for Microsoft Dynamics CRM 2011 contains the following hotfixes and updates that you must enable or configure manually. To enable or to configure these hotfixes or these updates on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in the following Microsoft Knowledge Base article. For more information, click the following article number to view the article in the Microsoft Knowledge Base:

2651621

(http://support.microsoft.com/kb/2651621/
)

You experience poor performance when you use Find Available Times in Microsoft Dynamics CRM 2011

Update Rollup 7 for Microsoft Dynamics CRM 2011 contains no hotfixes or updates that you must enable or configure manually.

Update Rollup 6 for Microsoft Dynamics CRM 2011 contains the following hotfixes and updates that you must enable or configure manually. To enable or to configure these hotfixes or these updates on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in the following Microsoft Knowledge Base article. The article contains steps that you can follow after you install Update Rollup 6 for Microsoft Dynamics CRM 2011 to clean up the PrincipalObjectAccess table:

2664150

(http://support.microsoft.com/kb/2664150/
)

How to control PrincipalObjectAccess table growth in CRM 2011

2741514

(http://support.microsoft.com/kb/2741514/
)

Slow performance when pinning views in Microsoft Dynamics CRM

Update Rollup 5 for Microsoft Dynamics CRM 2011 contains no hotfixes or updates that you must configure manually.

Update Rollup 4 for Microsoft Dynamics CRM 2011 contains no hotfixes or updates that you must configure manually.

Update Rollup 3 for Microsoft Dynamics CRM 2011 contains no hotfixes or updates that you must configure manually.

Update Rollup 2 for Microsoft Dynamics CRM 2011 contains the following hotfixes and updates that you must enable or configure manually. To enable or to configure these hotfixes or these updates on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in the following Microsoft Knowledge Base article. The article contains steps that you can follow before you install Update Rollup 2 for Microsoft Dynamics CRM 2011 if you want to maintain the functionality of the release version of Microsoft Dynamics CRM 2011:

2535245

(http://support.microsoft.com/kb/2535245/
)

You experience slow performance when you perform RetrieveMultiple queries on large datasets in Microsoft Dynamics CRM 2011

Update Rollup 1 for Microsoft Dynamics CRM 2011 contains no hotfixes or updates that you must configure manually.

Hotfixes and updates that were released as individual fixes

The following bugs were fixed and delivered as critical on-demand (COD) fixes:

  • When you create mail merge templates on related entities, such as the Account, Lead, Contact, Opportunity, and Case entities, current user fields that are selected additionally are not displayed. 
  • Assume that you register a Microsoft Dynamics CRM plug-in that works on the predefined state of an entity that can be deactivated. The plug-in may cancel the reactivation of certain records in certain situations. The plug-in cancels the record reactivation by displaying an exception error from the Execute method. However, after the exception error information is displayed, the end-user form and ribbon remain open and editable. In this situation, changes can be made and saved unexpectedly.
  • Assume that you try to import a solution that converts unmanaged components to managed components. If the managed solution contains entity maps, the solution import fails. Additionally, you receive an error message that resembles the following: 

    Found 1 dependency records where unmanaged component is the parent of a managed component. First record (dependentcomponentobjectid = 36fc8cb9-3b5e-e111-a9ca-00155d42da0e, type = AttributeMap, requiredcomponentobjectid = 908685b1-3b5e-e111-a9ca-00155d42da0e, type= EntityMap, solution = e70812bd-e237-4e3a-9517-546b77024319)

  • Assume that an email template is owned by a team. When a user who is assigned to the team browses to the Email Template lookup window, the email template is not visible.
  • When you enable connections for certain entities, the relationships that enable the connections are not created. Therefore, the connections do not work for the entities. For the business unit entity, the connection does not work after you install Microsoft Dynamics CRM 2011 Update Rollup 4. For entities for which connections are not enabled out of the box, and for entities that have relationships to the connections, the connections do not work.
  • Assume that an Internet-facing deployment (IFD) is configured for Microsoft Dynamics CRM 2011. You sign out from a Dynamics CRM session. In this situation, when you try to click the most recently used button from another Dynamics CRM session, a windows authentication dialog box is opened unexpectedly. 
  • Assume that you register a plug-in that may display an exception error. When you try to track an email message in Microsoft Office Outlook, Outlook crashes.
  • Assume that a meeting request is tracked in Microsoft Dynamics CRM 2011. After you accept the meeting request and then perform a synchronization, the meeting request is untracked unexpectedly. 
  • When you receive a meeting request that is tracked in Microsoft Dynamics CRM by the organizer, the BusyStatus state is changed from Tentative to Busy even though the appointment is not accepted by the attendee.
  • When you enable connections for an entity, you experience the following problems:
    • The IsConnectionsEnabled bit is set to true.
    • Two relationships are created between the connection and the entity. The relationships point to the Record1Id and Record2Id fields of the onnection entity.
  • You cannot disable the Track in CRM buttons and the Track in CRM shortcut menu entry. The Track in CRM buttons and shortcut menu entry should have a configurable option.
  • When you try to import an updated managed solution, you receive the following error message:

    ‘new_caseviolationcode’ entity doesn’t contain attribute with Name = ‘transactioncurrencyid’.

    This problem occurs when the managed solution will add the first currency attribute to a managed entity that is already owned by the solution publisher.

  • When you specify a custom enable rule for a ribbon control that uses a Jscript type web resource, the Jscript library is not cached.
  • When an email message in the rich text format is received in Microsoft Dynamics CRM through E-mail Router, the body of the email message is not processed correctly to show embedded images that are attached. When you see the body of the email message, the alternative text for an HTML image tag is displayed where the pictures should be.
  • When you click a link on a Microsoft Dynamics CRM webpage for an organization, an incorrect webpage is displayed.
    This problem occurs when the link is for a website whose root path has the same name as the organization or when the URL is for some other organization in the same CRM deployment. 
  • You receive an error message that states that Microsoft Dynamics CRM has encountered an error and has to close.
  • When you add multiple recipients to an activity record, you receive a warning message that states that the system may stop responding because of a long-running script.
  • A memory leak occurs during the Lookup Auto-resolve process.
  • A memory leak occurs in the lookup dialog boxes.
  • A memory leak occurs when you open some forms.

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Article ID: 2710577 – Last Review: August 16, 2012 – Revision: 1.0


Applies to
  • Microsoft Dynamics CRM 2011
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Update Rollup 10 for Microsoft Dynamics CRM 2011 is available

Support with Microsoft Dynamics CRM 2011 and Internet Explorer 10

Microsoft Dynamics CRM 2011 with Update Rollup 10 is compatible with Internet Explorer 10 in Compatibility Mode.
Dynamics CRM 2011 compatibility with other modes of Internet Explorer 10 will be announced at a later date.

To change the Compatibility Mode of Internet Explorer 10, follow the steps below:

1. Right-click the top toolbar within Internet Explorer 10

2. Select to mark Menu Bar

3. Point to Tools and click Compatibility View Settings

4. Here, mark the Display all websites in Compatibility View checkbox or enter the specific CRM URLs under Add this website and click Add

Known issues that may be encountered when using Microsoft Dynamics CRM 2011 with Internet Explorer 10:

  • The dropdown list doesn’t expand if there is only one item in it. For example:

  1. Logon to the Microsoft Dynamics CRM web application
  2. Click Service and click Service Calendar. Make sure the type is Resource
  3. Click the drop down list View
  4. Notice that the list items do not expand

Note This is a “FAST PUBLISH” article created directly from within the Microsoft support organization. The information contained herein is provided as-is in response to emerging issues. As a result of the speed in making it available, the materials may include typographical errors and may be revised at any time without notice. See Terms of Use

(http://go.microsoft.com/fwlink/?LinkId=151500)

for other considerations.

Article ID: 2743941 – Last Review: August 16, 2012 – Revision: 1.0


Applies to
  • Windows Internet Explorer 10
  • Microsoft Dynamics CRM 2011
kbmbsmigrate kbsurveynew KB2743941

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Support with Microsoft Dynamics CRM 2011 and Internet Explorer 10

Support with Microsoft Dynamics CRM 2011 and Microsoft Office 2013 Preview

Microsoft Dynamics CRM 2011 with Update Rollup 10 is compatible with Microsoft Office 2013 Preview
Note This is a “FAST PUBLISH” article created directly from within the Microsoft support organization. The information contained herein is provided as-is in response to emerging issues. As a result of the speed in making it available, the materials may include typographical errors and may be revised at any time without notice. See Terms of Use

(http://go.microsoft.com/fwlink/?LinkId=151500)

for other considerations.

Article ID: 2744957 – Last Review: August 16, 2012 – Revision: 1.0


Applies to
  • Microsoft Dynamics CRM 2011
kbmbsmigrate kbsurveynew KB2744957

More:
Support with Microsoft Dynamics CRM 2011 and Microsoft Office 2013 Preview

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