If you are changing the username of a CRM user in Active Directory, you’ll notice that the username field on the User record in CRM will still show the old username. That’s because the change in AD doesn’t propogate to the CRM database.
You’ll find that even though the username field is incorrect in CRM, the user will still be able to log in as normal- that’s because authentication is handled by AD and not CRM. However, exported dynamic worksheets and pivot-tables will no longer work. They will also recieve errors when trying to view most of the standard CRM reports.
To fix the problem, simply update the DomainName field in the systemuser table in your OrganisationName_MSCRM database of the affected user. After the change, their problems should be fixed.
UPDATE systemuser SET DomainName = ‘MYDOMAIN\andrew’ WHERE DomainName = ‘MYDOMAIN\andr3w’
Unfortunately, the Quick Create form’s aren’t customisable in Microsoft CRM. Which is pretty annoying considering that the Business Required and Business Recommended fields are simply picked up and rendered as they read off the screen (left to right for every row). It’s even more bizarre considering the tab ordering starts at the first row in the left-most column in every section and moves down the column, until reaching the end of the column before going to the second column!
If one were to have an Account record where the following fields (including the Account Name field) were Business Required:
Then the Quick Create form for the Account renders as follows:
You can change the order of the Business Required and Business Recommend fields so that they render in a logical way on the Quick Create form.
Which would render the Account Quick Create form as follows
crmForm.all.address1_line1.tabIndex = 1110;
crmForm.all.address1_line2.tabIndex = 1120;
crmForm.all.address1_line3.tabIndex = 1130;
crmForm.all.address1_city.tabIndex = 1140;
crmForm.all.address1_country.tabIndex = 1150;
I’ve simply taken the current tabIndex values being assigned to the 5 fields above and reassigned them to ensure that I don’t distrupt anything else on the Account form.
When you have the Quick Create form open, and if the form has atleast 1 Business Required field and if you hit ‘Enter’ prior to filling the Business Required field, you recieve a warning message informing you that all required fields haven’t been filled in and then the ‘OK’ field becomes disabled and remains disabled even after you’ve filled in all fields on the form…