Tips to Using Dynamics CRM 4.0, Active X, with Internet Explorer 9

If you’re a user of Microsoft Dynamics CRM 4.0 and have upgraded to Internet Explorer 9, you may be experiencing some issues when using Dynamics CRM including the inability to fill-in fields on CRM records.

If this is happening, you might be experiencing the following:

A)     A user will click on “new” to create a new record. The type of record is irrelevant, as this behavior persist system wide.

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B)      A user will then attempt to enter data into the record.

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C)     When the user removes focus from the fields (i.e. moves the cursor/mouse to another area), the data is lost.

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Solutions:

1)      Upgrade to Dynamics CRM 2011: As technology moves forward, it is important to keep up to date. Issues like this will continue to arise as versions advance. In time, CRM 4.0 will become unsupported, and this can be a enormous problem that will demand an upgrade. This can be painful if the user/company in question is not prepared to make the shift. In short, don’t get forced into action.

2)      Adding the suffix “/loader.aspx” will also solve the problem and restore functionality.

Under normal circumstances, a user typically user this URL:

http://localhost/crmsite

If a user simply adds the following to the URL, the problem disappears:

http://localhost/crmsite/loader.aspx

3)      Disable Active X: Active X can be disabled if the user so desires. However, this will turn off the add-on, and the user may lose the rich multi-media capabilities that it brings. This may have some undesirable effects on your environment. In addition, the user might not have the permissions to do so, or it against the best practices/polices of the environment in which the user operates in.

To Disable Active X, use the following steps:

  • In Internet Explorer, go to the Tools menu (the cog icon in Internet Explorer 9), and click on Internet options.

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  • Under the Security tab click on the Custom level… button (be sure that Internet is selected under “Select a zone to view or change security settings”).

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  • A security settings window will appear with numerous options. Scroll down until you see the option “Allow ActiveX Filtering”. Select “Disable” to turn off ActiveX Filtering for all websites. If the user wishes to turn ActiveX Filtering at a later time, they will return to this same setting and click “Enable”

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  • Click Ok, a dialog box asking if you are sure you want to change the settings for the zone, click “yes”
  • On the previous box, click the “apply” button, and then ok.
  • When the user returns to the CRM Page in question, make sure to click “refresh”. This applies the new settings to the page. This ends the process.

4) Adding the suffix “/loader.aspx” will also solve the problem and restore functionality.

Under normal circumstances, a user typically user this URL:

http://localhost/crmsite

If a user simply adds the following to the URL, the problem disappears:

http://localhost/crmsite/loader.aspx

Give these options a try! If you are still having issues or need help with your Microsoft Dynamics CRM, contact the CRM team at Affiliated as we’d be happy to assist.

By Bill Owens, Affiliated, Microsoft Dynamics CRM Partner, Implementation and Integration Specialists, Ohio

 

 

Bill Owens

Bill Owens

Bill Owens, CRM Practice Manager at Affiliated, is a seasoned technology and business consultant with more than 15 years of experience and leads the strategic growth and direction of Affiliated’s CRM practice. He is a proven expert at helping organizations succeed in the implementation and integration of on-premise and cloud-based Microsoft Dynamics CRM. Bill has been a featured speaker for several CRM local events and national conferences including CRM User Groups throughout Ohio and the CRMUG Summit. You can reach Bill at bill.owens@aresgrp.com or (614) 973-5075.

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