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Office 2007 / Vista -- Where to Save Templates

Do you have a Fax Template, PowerPoint Template, that you'd like to save as a Template. 

Save As (either Template or Other formats, then Template), and browse to the following folder:

C:\users\username.localdomain\AppData\Roaming\Microsoft\Templates

We're also using Folder Redirection of My Documents to a Shared Network Drive.

SharePoint Content Types can also serve as templates.

Sorting Microsoft Dynamics CRM Views on Second Column

In Dynamics CRM, Views are a powerful screen that shows tabular data in customized column formats.  ONe thing to note however, is that the customized view only starts with one level of sorting.  So, if I want to sort Companies by State, say, that's fine.  But what if I want to sort by State, and then City.

Your initial view will be sorted by State, as indicated by the triangle symbol in the column header.  To create a secondary sort by City, hold the Shift Key, and click on the City column heading.

WSS 3.0 Search Error 2436 on SBS 2008

Cause

You receive above warning events because WSS 3.0 Search service is trying to crawl the WSS content via the URL – remote.domain.com, which is mentioned in above event.  Windows Small Business Server 2008 includes a loopback check security feature that is designed to help prevent reflection attacks on your computer.  Therefore, Kerberos authentication on the Default Content Access Account fails if this URL does not match the local computer name and is not registered in the system as an additional Service Principle Name (SPN).

Resolution

To resolve this issue, it is recommended to manually register the URL in your system. To register this URL, please use the following steps,

Note: We recommend that first backup your registry settings.

Click Start, click Run, type regedit, and then click OK.
In Registry Editor, locate and then click the following registry key:
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Lsa\MSV1_0
Right-click MSV1_0, point to New, and then click Multi-String Value.
Type BackConnectionHostNames, and then press ENTER.
Right-click BackConnectionHostNames, and then click Modify.
In the Value data box, type the URL mentioned in the above warning event (e.g., remote.domain.com), and then click OK.
Quit Registry Editor, and then restart the IIS service.

You may experience SharePoint Search issue when browsing http://companyweb on SBS 2008 server and specifically, you are seeing below 2436 errors in your Application event log every several minutes.

Log Name:      Application
Source:        Windows SharePoint Services 3 Search
Date:          4/29/2009 4:20:05 PM
Event ID:      2436
Task Category: Gatherer
Level:         Warning
Keywords:      Classic
User:          N/A
Computer:      server.domain.local
Description:
The start address <sts3s://remote.Domain.com:987/contentdbid={d4078aab- ce82-4581-8d4f-973e1e6eac23}> cannot be crawled.

Context: Application 'Search index file on the search server', Catalog 'Search'

Details:
Access is denied. Check that the Default Content Access Account has access to this content, or add a crawl rule to crawl this content.   (0x80041205)

SBS 2008 / SharePoint Integration - Connect to Outlook Button is Missing

Windows Small Business Server 2008 comes with Windows SharePoint Services 3.0 (WSS 3.0) automatically configured as the companyweb SharePoint site.  One thing that we found missing on our out-of-the-box implementation, and we'd have to assume that this is the default scenario, is that the Connect to Outlook button is missing to provide SharePoint / Outlook integration.

We were able to get this working by following this simple procedure:

• Go to SharePoint Central Administration
• To to Application Management
• Go to Authentication Providers
• Click on the Default Zone (the word "Default" is the hyperlink)
• Click the Radio Button to Enable Client Integration.

I didn't notice that the Default zone was a hyperlink at first, so even though I was on the right track, I didn't see the solution right away.  Hopefully, this will save some people some time.

SharePoint Corporate Intranet / Extranet Installation Offer

SyncraTec will be kicking-off a new marketing campaign to install and configure Windows SharePoint Services 3.0 (WSS 3.0) to serve as corporate intranets / extranets for small businesses.  Dependent upon the current configuration of the computer network, this configuration can be done for minimal $.

Default Address Book in Outlook

How to make your Contacts, not your Global Address List (of internal users), come up first when addressing an e-mail.

From the main Outlook menu (not from an a new e-mail), click Tools, Address Book; then from the Address Book dialog, click Tools, Options.

 

Click on the dropdown for "Show this Address Book first." to select your main Outlook Contacts, and have those Contacts come up first when addressing e-mails.

Keyboard Shortcuts for Microsoft Dynamics CRM

Recently, I was looking for a Keyboard Shortcut for the "Save-and-New" icon.  So, instead of taking my hands of the keyboard, and clicking Save-and-New, I found that I can use CTRL-SHIFT-S to accomplish the same thing.

See the list of ten different CRM keyboard shortcuts.

Microsoft Dynamics CRM Online - Custom Reports

Accessing the database directly in Microsoft Dynamics CRM Online is not possible.  So, how do you create custom reports?  SyncraTec plans on being a premier provider of Microsoft Dynamics CRM Online, and to that end, will need to get everything out of the system that our customers expect.  We will be following the advice described in this blog to develop custom reports that most customers need in any CRM system.

Realtime Block List

Have you ever gotten e-mail SPAM addressed from yourself?

Real Time Block Lists (RBL) are used to protect the Exchange Server from delivering a form of SPAM known as spoofing. The RBL checks each e-mail that is addressed to the domain against their list of known spammers and prevents those e-mails from getting through.

E-mail address spoofing is done in quite the same way as a writing a forged return address using snail mail. As long as the letter fits the protocol, (ie. stamp, postal code) the SMTP protocol will send the message. It can be done using a mail server with telnet.

This link provides instruction on how to enable real time block list filtering in the Exchange Server system manager.

Microsoft Dynamics CRM Online Web Forms-to-Lead

There are a couple of different ways you can capture leads from a Web site form to Microsoft Dynamics CRM Online.  Both methods are supported in Microsoft Dynamics CRM Online at no additional charge:

Lead Capture Pages

• Build a landing page from templates that will capture lead information from visitors.

Use Your Own Site

• Generate an html component that will enable your own site to capture leads and report them to CRM

After you capture the Lead (or other information) in CRM, you can use Workflow to move the data into other entities, kick-off a business process, or notify an Account Rep.