The value in the
Address Name field for an account in Microsoft Dynamics CRM may differ from the value in the
Address ID field for the account in Microsoft Dynamics GP. This problem occurs after you use Microsoft Dynamics CRM Connector for Microsoft Dynamics GP to integrate a customer account in Microsoft Dynamics CRM 3.0 with a customer account in Microsoft Dynamics GP.
This problem occurs because the value in the
Address Name field in Microsoft Dynamics CRM can be modified. However, the value in the
Address ID field in Microsoft Dynamics GP cannot be modified. Therefore, the fields may be different if you update the
Address Name field in Microsoft Dynamics CRM.
Note Before you follow the instructions in this article, make sure that you have a complete backup copy of the database that you can restore if a problem occurs.
To work around this problem, disable the ability to edit the following fields in Microsoft Dynamics CRM 3.0:
| The Address1: Name field in the Account entity |
| The Address2: Name field in the Account entity |
| The Address1: Name field in the Address entity |
| The Address2: Name field in the Address entity |
|
The Address Name field in the Address entity.
|
To do this, use one of the following methods.
Method 1
Note Use this method if you want to use the Microsoft Dynamics CRM Software Development Kit (SDK) applications to update the values in these fields. Also, use this method if you want to use the Microsoft Dynamics CRM SDK callouts to update the values in these fields.
Note These steps describe how to disable the ability to edit the following fields:
| The Address1: Name field in the Account entity |
| The Address2: Name field in the Account entity |
| The Address1: Name field in the Address entity |
| The Address2: Name field in the Address entity |
However, you can also follow these steps to disable the fields for the Contact entity.
| 1. | Back up the OrganizationName_MSCRM database and the OrganizationName_METABASE database.
For more information about the backup procedure, see Chapter 26, "Backing up your Microsoft CRM System," in the Microsoft CRM 3.0 Implementation Guide. To download the Microsoft CRM 3.0 Implementation Guide, visit the following Microsoft Web site: |
| 2. | Log on to the Microsoft Dynamics CRM 3.0 Web client as a user who has a System Administrator role or as a user who has a System Customizer role. |
| 3. | On the Go To menu, point to Settings, and then click Customization.
|
| 4. | Click Customize Entities. |
| 5. | Customize the Account entity.
| a. | Double-click the Account entity.
| | b. | On the "Entity: Account" page, click Forms and Views, and then double-click Form.
| | c. | On the "Form: Account" page, click Form Properties under Common Tasks.
| | d. | In the Form Properties dialog box, click Onload under Event List, and then click Edit.
| | e. | In the Event Detail Properties dialog box, click to select the Event is enabled check box, copy the following script, and then paste the script in the script box.
var CRM_FORM_TYPE_UPDATE = "2";
if (crmForm.FormType == CRM_FORM_TYPE_UPDATE)
{
// Disable the name attribute.
crmForm.all.address1_name.Disabled=true;
} | | f. | Click OK two times.
| | g. | On the "Form: Account" page, click Save and Close.
| | h. | On the "Entity: Account" page, click Save and Close.
|
|
| 6. | Customize the Address entity.
| a. | Double-click the Address entity.
| | b. | On the "Entity: Address" page, click Forms and Views, and then double-click Form.
| | c. | On the "Form: Address" page, click Form Properties under Common Tasks.
| | d. | In the Form Properties dialog box, click Onload under Event List, and then click Edit.
| | e. | In the Event Detail Properties dialog box, click to select the Event is enabled check box, copy the following script, and then paste the script in the script box.var CRM_FORM_TYPE_UPDATE = "2";
if (crmForm.FormType == CRM_FORM_TYPE_UPDATE)
{
// Disable the name attribute.
crmForm.all.name.Disabled=true;
} | | f. | Click OK two times.
| | g. | On the "Form: Address" page, click Save and Close.
| | h. | On the "Entity: Address" page, click Save and Close.
|
|
| 7. | Select the Account entity and the Address entity, and then click Publish. |
Method 2
Note Use this method if you want to prevent the Microsoft Dynamics CRM SDK applications from updating the values in these fields. Also, use this method if you want to prevent the Microsoft Dynamics CRM callouts from updating the values in these fields.
To obtain the steps for this method, contact Microsoft Customer Support Services. For a complete list of Microsoft Customer Support Services telephone numbers, and for information about support costs, visit the following Microsoft Web site:
Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section.
