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Freitag, 30. März 2012

Administrator tips: Optimizing and Maintaining CRM 4.0

Administrator tips: Optimizing and Maintaining CRM 4.0

The Microsoft CRM Team Blog announced a useful white paper for tips on optimizing your deployment of Dynamics CRM 4.0.
Download my PDF version at the link below, or go directly to Microsoft’s download page.
NOTE: Click on the “Read More” link below for the Table of Contents of this white paper.
Overview
This white paper provides techniques, considerations, and best practices for optimizing and maintaining the performance of Microsoft Dynamics CRM 4.0 implementations. Structured to support a tier-based optimization methodology, the paper includes a section dedicated to optimizing and maintaining each of the Client, Application, and Data tiers. For each tier, the paper addresses the relevant components of the broader implementation. This white paper also includes links to additional information and resources, such as performance enhancements, security updates, Knowledge Base articles, and related Microsoft Dynamics CRM documentation.

Table of Contents
Introduction to Optimizing and Maintaining Microsoft Dynamics CRM 4.0

Server Architecture for Implementing Microsoft Dynamics CRM 4.0
The Client Tier
The Application Tier
The Data Tier
Recommended Approach to Optimization and Maintenance

Optimizing and Maintaining Client Tier Performance
Optimizing Network Performance
Configuring Client-Side Caching
Configuring Content Expiration
Using Compression Techniques
Accessing Dynamics CRM by using Terminal Services/Citrix
Optimizing and Maintaining Microsoft Dynamics CRM for Outlook
Hardware Requirements
Optimizing the Synchronization Process
Optimizing Address Book Performance
Bypassing the Proxy Server for On-premise Deployments within a LAN
Improving Startup Time for Microsoft Dynamics CRM for Outlook
Disabling Extraneous Processes and Applications
Reducing Exchange Traffic by Modifying Outlook Rules
Optimizing Offline Synchronization
Microsoft Dynamics CRM for Outlook Diagnostics

Optimizing and Maintaining Application Tier Performance
Optimizing and Maintaining Microsoft Windows Server
Optimizing the Performance of Microsoft Windows Server
Monitoring the Performance of Microsoft Windows Server
Optimizing and Maintaining the Microsoft .NET Framework and Microsoft .NET
Applications
Optimizing the Performance of the Microsoft .NET Framework
Monitoring the Performance of Microsoft .NET Framework Applications
Optimizing and Maintaining Internet Information Services
Optimizing the Performance of Internet Information Services
Monitoring the Performance of Internet Information Services
Optimizing the Performance of Microsoft Dynamics CRM 4.0
Installing Microsoft Dynamics CRM on Multiple Servers
Implementing Server Roles
Optimizing the Performance of Microsoft Dynamics CRM 4.0 Applications
Optimizing and Maintaining Microsoft Dynamics CRM Reporting Services
Optimizing Report Performance
Optimization Guidelines
Optimization Techniques
Optimizing Workflow

Optimizing and Maintaining Data Tier Performance
Optimizing and Maintaining Microsoft SQL Server and the Microsoft Dynamics CRM
Database
Configuring the Disk Subsystem for Optimal Performance
Minimizing Locking Contention by Using Isolation Levels
Disabling Support for Parallel Plan Queries
Using Efficient Queries
Optimizing and Maintaining Query Performance
Optimizing and Maintaining the Microsoft Dynamics CRM Database
Optimizing and Maintaining the CRM E-mail Router
Optimizing the CRM E-mail Router
Maintaining the CRM E-mail Router

Appendix A: Additional Resources
Information Resources
Technical Services

Appendix B: CRM E-mail Router Performance Counters

Mittwoch, 28. März 2012

How to fully remove the CRM Client for Outlook



ISSUE
After Migration from to CRM 4.0 the Outlook Client Addon is not loaded anymore.
IMPACT
Live Environment - System Down

ROOT CAUSE:
unknown

ACTION PLAN
Fully removement of the CRM Outlook Client
1. Close Outlook
2. Let’s make sure CRM 3.0 & 4.0 Client are removed from 'Add/Remove Programs'
3. Delete CRM folders and registry (if you still have it after uninstallation of the Client):
a. the CRM folder inside the Program Files folder
b. ..\Documents and Settings\user\Application Data\Microsoft\MSCRM
c. HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRMClient
d. HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient
4. Once CRM is uninstalled > start Outlook
5. Customize the toolbar to remove the extra remaining CRM option (go to tools - Customize)
a. Under the Toolbars tab, Highlight the Microsoft CRM Toolbar and choose delete then click OK.
b. Then highlight the Menu Bar and choose Reset then click OK.
c. Close Outlook
6. Delete the MSCRM.pst file. To do this, follow these steps:
a. Click Start, click Run, type c:\documents and settings, and then click OK.
b. Open the folder for the user who uses the Microsoft Dynamics CRM laptop client for Outlook.
c. On the Tools menu, click Folder Options, and then click the View tab.
d. In the Advanced settings box, click Show hidden files and folders, and then click OK.
e. Double-click Application Data.
f. Right-click MSCRM.pst, and then click Delete.
7. Delete the Microsoft CRM folder.
Note: • By default, the Microsoft CRM folder is in the following folder:
C:\Program Files• If the Microsoft CRM folder cannot be deleted, you must restart the computer, and then delete the folder.
8. If you had the CRM 3.0 Laptop client installed, you will want to delete the database files below:
The files are located in the : C:\Program Files\Microsoft SQL Server\MSSQL$CRM\Data\ directory
a. METABASE.mdf
b. METABASE_log.ldf
c. MSCRM_MSDE.mdf
d. MSCRM_MSDE_log.ldf
9. Go to Start - Run - and type 'Regedit'
a. Make a backup of the registry by (in the Registry Editor) right-click on 'My Comptuer' and select 'Export'
b. select a location for the export file and name it
c. Click Save
10. Now that you have a back up of your registry, we are going to want to search for any keys that contain 'CRM'. I have seen that the registry keys are not properly removed sometimes so this is a much needed step. Please follow the steps below:
a. Select 'Edit' and 'Find'
b. In the 'Find What' field, type 'CRM'
c. In the 'Look at' field, please ensure that only 'Keys' is selected and hit 'Find Next'
d. You will want to delete all registry keys that contain 'CRM' after the first key is deleted, hit 'F3' to find the next key that contains 'CRM'
e. You will want to continue this process until all of the registry keys containing 'CRM' are removed from the registry.
7. Reboot the machine
8. Download the Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook
9. Reinstall the CRM Client 4.0


If the above steps do not work, please reset the toolbar:
1. In Outlook go to Tools->Customize->Toolbars. Select Microsoft CRM and click Delete and then select Menu Bar and click Reset.
2. In the Outlook folders, delete all the folders under Microsoft CRM.
3. In Outlook delete all the CRM Shortcuts.
4. Shutdown Outlook.
5. Delete the UIXmlHash reg key from the HKCU\Software\Microsoft\MSCRMClient reg hive.
6. Make a backup of the registry
7. Ensure RCOffline is set to 0 in that hive.
8. Start Outlook

I have also seen cases where the below steps resolved the issue:
-Close Microsoft Outlook
-Open Windows Explorer and browse to c:\documents and settings\user\application data\Microsoft\ (on Windows XP)
-Rename the folder named "Outlook" to "Outlookold"
-Restart your computer
-Launch Outlook

Source: http://www.dynamicsconsulting.de/2012/03/28/how-to-fully-remove-the-crm-client-for-outlook/

Sonntag, 25. März 2012

released : Updaterollup 7 für Microsoft Dynamics CRM 2011 (KB 2600643)

Microsoft has released Update Rollup 7. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2011. It includes performance enhancements that are packaged together for easy deployment.

Files to download: http://www.microsoft.com/download/en/details.aspx?id=29221

Related KB Article:
http://support.microsoft.com/kb/2600643/en-us
Feature addition
Update Rollup 7 for Microsoft Dynamics CRM 2011 introduces a new feature that is called Read Optimized Forms. By using this feature, an organization can let users decide whether they want to view records using a form that is optimized to load quickly. The read-optimized form improves productivity for users who primarily consume data instead of editing records. It also helps prevent users from unintentional editing field values.

For more information about Read Optimized Forms, click the following link:
http://go.microsoft.com/fwlink/?LinkId=246078 (http://go.microsoft.com/fwlink/?LinkId=246078)

For more design considerations with Read Optimized Forms, click the following link to read the SDK topic:
Design Considerations for Read Only Forms (http://go.microsoft.com/fwlink/?LinkId=245909)       

for more information please review the KB Article:http://support.microsoft.com/kb/2600643/en-us



Samstag, 24. März 2012

Dynamics CRM 2011: oData and Jscript in CRM 2011

oData is also referred as Open Data Protocol. CRM 2011 mainly uses Windows Communication Foundation (WCF) data services framework to provide oData Endpoint which is nothing but a REST based data service. The address for the endpoint is:

http://{OrganizationRootUrl} /XRMServices/2011/OrganizationData.svc

oData uses some data format for sending and receiving the data. Basically it uses the following two formats.

  1. ATOM: It is an Xml based format mainly used for the RSS feeds.
  2. JSON: JavaScript Object Notation is a text formats which makes very easy for the developers to understand the response what we get.

We would be using the JSON format in our example.

The main OData service:

http://{OrganizationRootUrl} /XRMServices/2011/OrganizationData.svc

Examples:
1) For retrieving any EntitySet(here GoalSet )
http://{OrganizationRootUrl} /XRMServices/2011/OrganizationData.svc/GoalSet

2) For retrieving limited attributes use $select query option
http://{OrganizationRootUrl}/XRMServices/2011/OrganizationData.svc/GoalSet ?$select=IsAmount,MetricId
This will retrieve collection of IsAmount and MetricId for all Goals.

3) For retrieving data filtered on some criteria use $filter query option
http://{OrganizationRootUrl}/XRMServices/2011/OrganizationData.svc/GoalSet ?$select=IsAmount,MetricId &$filter=GoalId eq guid'" + goalid + "'";
This will retrieve IsAmount and MetricId for the Goal whose GoalId matches with the value of given goalid.

4) For retrieving data from related entity use $expand query option
http://{OrganizationRootUrl}/XRMServices/2011/OrganizationData.svc/GoalSet ?$select=IsAmount,metric_goal/Name,metric_goal/OrganizationId&$expand=metric_goal&$filter=GoalId eq guid'" + goalid + "'";

Here ‘metric_goal’ is the relationship property which defines realtionship between Goal and GoalMetric.

This retrieves IsAmount from GoalSet .Name and Organizationid are fetched from the related GoalMetricSet.

Microsoft Dynamics CRM 2011 does not support querying a multi-level relationship property.Maximum 6 expansion are allowed .

Following is an example for implementing oData using javascript in CRM 2011 to retrieve the required fields from Goal and Goal Metric entities.


As viewed in the snapshot above, three libraries have been included . It is compulsory to include jquery1.4.1.min.js and json2.js for implementing JSON format with oData.Both the files are available in SDK\ samplecode\ js\ restendpoint\restjquerycontacteditor\restjquerycontacteditor \scripts.The third file Goal.js contains two functions as given below i.e. ‘GetIsAmount’ and ‘RetrieveReqCallBack’ which are used to retrieve values for different fields like IsAmount(from Goal entity), Name and OrganisationId(from GoalMetric entity).




function GetIsAmount() {
var goalid = Xrm.Page.data.entity.getId();
var oDataPath = Xrm.Page.context.getServerUrl() + "/xrmservices/2011/organizationdata.svc";
var retrieveReq = new XMLHttpRequest();
var Odata = oDataPath + "/GoalSet?$select=IsAmount,metric_goal/Name,metric_goal/OrganizationId&$expand=metric_goal&$filter=GoalId eq guid'" + goalid + "'";
retrieveReq.open("GET", Odata, false);
retrieveReq.setRequestHeader("Accept", "application/json");
retrieveReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
retrieveReq.onreadystatechange = function() { RetrieveReqCallBack(this); };
retrieveReq.send();
}

function RetrieveReqCallBack(retrieveReq) {
var metricId = null;
if (retrieveReq.readyState == 4 /* complete */) {
var retrieved = JSON.parse(retrieveReq.responseText).d;
var isAmount = retrieved.results[0].IsAmount;
var Name = retrieved.results[0].metric_goal.Name;
var OrganizationId = retrieved.results[0].metric_goal.OrganizationId;        
}
}

http://www.dynamicsconsulting.de/2012/03/24/dynamics-crm-2011-odata-and-jscript-in-crm-2011/

Freitag, 23. März 2012

Microsoft Dynamics CRM: Q4 2011 Update News

 



Since our earlier post about the updates we'll see next in Microsoft Dynamics CRM we've now received further information from Microsoft about the Q4 2011 release:

Improved Business Intelligence (for CRM Online & On-Premise users)


Following the addition of CRM dashboards earlier this year the Q4 update will extend CRM business intelligence reporting.

This will include multi-series charts where different sets of information can be overlaid on a single chart enabling comparisons to be more easily made.

As a result it'll be easier to make assessments on, Forecast vs Actual Revenue by Customer Account and other sales, service and marketing metrics using CRM dashboards.

The next CRM release will also include new chart types with options for stacked bar and column charts.


Activity Feeds (for CRM Online & On-Premise users)


The first of several waves of Social Media functionality in Dynamics CRM will be available in the Q4 2011 update.

The next release will feature Activity Feeds enabling users to follow activities around people, accounts, opportunities and any other important communication threads.

Activity feeds stimulate better user collaboration through micro-blogging so teams can supplement traditional communication channels by posting questions, status updates, comments and answers in CRM.

Feeds are rolled up for each user in their own CRM Wall that display updates on all followed activities.



Activity feed updates can be posted manually or automatically through workflow rules. For example, an automated status update can be posted when an opportunity reaches negotiation stage.

Feeds can even be applied by external applications through the Dynamics CRM programming interface (API).

All activity feeds utilise Microsoft Lync presence functions to check the availability of other people before making instant messaging and other communications.

Like all CRM functionality, Activity Feeds are subject to the same core security model that ensures information is only shared with the right people.


Enhanced Dialogs (for Microsoft CRM Online & On-Premise users)

Microsoft Dynamics CRM 2011 introduced Dialog call scripts that guide users through business processes including telemarketing and support handling.

Dialogs prompt a series of questions and include branching rules to guide users to an outcome, maintain process consistency and improve data quality.

For the Q4 2011 release dialogs will be extended to support look-ups and can generate dynamic links that guide users to contextual records and content in CRM and external applications.


Improved duplication detection (for CRM Online & On-Premise users)

The Q4 release creates more flexibility for the configuration and assessment of duplicate detection.

Rules can be set to ignore null values and ensure a higher proportion of possible duplicates are flagged for administrator or user attention.



Unified CRM & Office 365 Billing & Administration (for CRM Online users)

Microsoft CRM already works with Office 365 applications including Outlook for email tracking, Lync Online for instant messaging and availability status in CRM and Sharepoint Online for contextual links between document libraries and CRM records.

However, Microsoft's billing systems are fragmented with separate platforms for CRM and Office 365 and in the case of Microsoft CRM Online can prove frustrating.

The Q4 update starts the process to unify Microsoft's billing and administration by rolling out the platform that's used by Office 365 customers to simplify the admin of users, functionality and billing for all cloud services.


Unified Identity (for CRM Online cloud users)

The next CRM 2011 release features more options on how users can sign-on to their database.

This will create a single cloud sign-on to Microsoft Dynamics CRM Online where active directory is used as the business directory service.

When users subscribe to Microsoft CRM Online and Office 365 all applications to be accessible from a single user log-in. For example, by logging into Sharepoint Online a user will be able to access CRM Online without the need for a separate log-in.


Enhanced Data Recovery (for CRM Online cloud users)

Microsoft are investing in additional data centre capacity and extending disaster recovery infrastructure for Microsoft Dynamics CRM customers in Europe.

From the Q4 2011 release Microsoft will offer system fail-over across regional data centres. In the unlikely event that any data centre interruption occurs, CRM data will still physically reside in another EU data center.

To read more about the CRM Q4 2011 update download the full Microsoft guide.

This update will be available later this year but at this stage we await a firm release date.

Microsoft Dynamics CRM 2011 - Update Rollup 7 for Microsoft Dynamics CRM 2011 (KB 2600643)

Update Rollup 7 for Microsoft Dynamics CRM 2011 (KB 2600643)
Microsoft has released Update Rollup 7. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2011. It includes performance enhancements that are packaged together for easy deployment.
 


Files in this download


The links in this section correspond to files available for this download. Download the files appropriate for you.

File name Size
CRM2011-Bids-KB2600643-ENU-i386.exe 9.5 MB Download
CRM2011-Client-KB2600643-ENU-amd64.exe 41.6 MB Download
CRM2011-Client-KB2600643-ENU-i386.exe 39.6 MB Download
CRM2011-Mui-KB2600643-ENU-amd64.exe 43.3 MB Download
CRM2011-Mui-KB2600643-ENU-i386.exe 22.7 MB Download
CRM2011-Router-KB2600643-ENU-amd64.exe 11.9 MB Download
CRM2011-Router-KB2600643-ENU-i386.exe 11.8 MB Download
CRM2011-Server-KB2600643-ENU-amd64.exe 66.7 MB Download
CRM2011-Srs-KB2600643-ENU-amd64.exe 15.2 MB Download

Dynamics CRM Q4 Service Update

Update Rollup 7 also contains the Dynamics CRM Q4 Service Update features that were released in Update Rollup 5 for Microsoft Dynamics CRM 2011. For more information about the Dynamics CRM Q4 Service Update features, visit the following Microsoft website:

Overview

Microsoft has released Update Rollup 7 for Microsoft Dynamics CRM 2011 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, Microsoft Dynamics CRM 2011 Language Packs, and Microsoft Dynamics CRM 2011 E-mail Router.

For more information about this release, see Microsoft Knowledge Base article 2600643:
Update Rollup 7 is available for Microsoft Dynamics CRM 2011

To maintain parity between the application components of Microsoft Dynamics CRM 2011, this update rollup includes packages for Microsoft Dynamics CRM Server, Microsoft Dynamics CRM for Outlook, Microsoft Dynamics CRM Language Packs, and Microsoft Dynamics CRM E-mail Router.
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System requirements

Supported operating systems: Windows 7, Windows Server 2008, Windows Vista, Windows XP
Prerequisites:
  • This update must be installed on a computer that is running Microsoft Dynamics CRM 2011 Update Rollup 6.
  • This update requires Microsoft .NET Framework 4.

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Instructions

Click the file you want to download from the list below.

Important: The language pack must be installed before you can apply the update rollup for that language pack. Download and install a language pack at
Microsoft Dynamics CRM 2011 Language Pack.


To install this update rollup, do one of the following:

  • To start the installation immediately, click Run.
  • To save the download to your computer for installation later, click Save.
  • To cancel the installation, click Cancel.

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Additional information

Components also installed with this update rollup
The following components, if not already installed, will be installed when you apply this update rollup:

  • Visual C++ 2010 runtime
  • ReportViewer 2010 control


Hotfixes and updates that you have to manually enable or configure

This Microsoft Dynamics CRM 2011 Update Rollup contains hotfixes and updates that you must manually enable or configure. To enable or configure these hotfixes on the server that is running Microsoft Dynamics CRM 2011, see the "Hotfixes and updates that you have to manually enable or configure" section of the following Microsoft Knowledge Base article:
Update Rollup 6 is available for Microsoft Dynamics CRM 2011
==============================================================
To install Update Rollup 7 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 7 for Microsoft Dynamics CRM 2011, follow these steps:
  1. Visit the following Microsoft Update catalog website:
    The Microsoft Update Catalog (http://catalog.update.microsoft.com/v7/site/home.aspx)
  2. Type 2600643 in the Search box, 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, 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 installed (build 5.0.9690.1992) to apply this update rollup.

For more information about Microsoft Dynamics CRM 2011 Update Rollup 6 (build 5.0.9690.1992), 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

Restart requirement

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

Removal information

You can uninstall Update Rollup 7 from a Microsoft Dynamics CRM server. However, you should back up your databases before you uninstall Update Rollup 7. For more information, visit the following Microsoft Developer Network (MSDN) websites:
How to: Back Up a Database (SQL Server Management Studio) (http://msdn.microsoft.com/en-us/library/ms187510.aspx)
How to: Restore a Database Backup (SQL Server Management Studio) (http://msdn.microsoft.com/en-us/library/ms177429.aspx)


Dynamics CRM Q4 Service Update

Update Rollup 7 also contains the Dynamics CRM Q4 Service Update features that were released in Update Rollup 5 for Microsoft Dynamics CRM 2011. For more information about the Dynamics CRM Q4 Service Update features, visit the following Microsoft website:
Microsoft Dynamics CRM: the road ahead (https://community.dynamics.com/product/crm/crmnontechnical/b/crmconnection/archive/2011/10/04/microsoft-dynamics-crm-the-road-ahead.aspx)

Issues that are resolved in Update Rollup 7 for Microsoft Dynamics CRM 2011

Update Rollup 7 is a cumulative update rollup that includes all the fixes for the issues that are documented in Update Rollup 1 through Update Rollup 6.

For more information about previous update rollups and the issues that they resolve, click the following article numbers to view the articles in the Microsoft Knowledge Base:
2466084 (http://support.microsoft.com/kb/2466084/ ) Update Rollup 1 for Microsoft Dynamics CRM 2011 is available
2466086 (http://support.microsoft.com/kb/2466086/ ) Update Rollup 2 for Microsoft Dynamics CRM 2011 is available
2547347 (http://support.microsoft.com/kb/2547347/ ) Update Rollup 3 for Microsoft Dynamics CRM 2011 is available
2556767 (http://support.microsoft.com/kb/2556167/ ) Update Rollup 4 for Microsoft Dynamics CRM 2011 is available
2567454 (http://support.microsoft.com/kb/2567454/ ) Update Rollup 5 for Microsoft Dynamics CRM 2011 is available
2600640 (http://support.microsoft.com/kb/2600640/ ) Update Rollup 6 for Microsoft Dynamics CRM 2011 is available

Update Rollup 7 contains the following additional fixes and updates:

  • When you open a record directly from a bookmark or a link, an unusual padding appears. Additionally, when you try to browse away from the page, you receive a script error message that asks you to send an error report to Microsoft.
  • You cannot type a backslash (\) in a text field in Microsoft Dynamics CRM 2011 forms. This problem occurs when the system is set up to use a German standard keyboard.
  • When you open a record on an associated view, picklists become inactive in Internet Explorer 9.
  • After you upgrade to Microsoft Dynamics CRM 2011, you cannot resolve cases that have contract lines associated.
  • Consider the following scenario:
    • You open a record, and then you click Connect.
    • In the Connect dialog box, you type information into fields, and then you click Save and New.
    In this scenario, the new Connect dialog box does not save the connection to the original record.
  • You cannot type special characters that require the right Alt key (AltGr) on keyboard in some Microsoft Dynamics CRM forms.
  • When you open a record and then click the notes text, the width of the text area shrinks to the default size. This problem occurs when you do not have the Write permissions on notes for the record.
  • When you right-click a read-only field in a form in Microsoft Dynamics CRM 2011, you receive the following error message:
    Microsoft Dynamics CRM has encountered an error.
  • Consider the following scenario:
    • You open Microsoft Dynamics CRM 2011 by using the https protocol and do not specify the port number.
    • You open an existing account or create a new account, type a value in the Account Number field, and then click Save.
    • You update the same form again, and then click Save.
    In this scenario, you receive the following error message:
    Access Denied.
  • When you merge accounts or contacts, the related connection records are not updated to point to the master record in Microsoft Dynamics CRM 2011.
  • When you try to add more than 50,000 members to a marketing list, you receive the following error message:
    An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.AggregateQueryRecordLimit exceeded. Cannot perform this operation.
    .
  • When you create a new solution and then export it as a managed solution, the XML is invalid. This problem occurs when you rename a subgrid control on an existing form for an existing subgrid. In this situation, the import wizard does not validate the XML, and you receive the following error message:
    The import file is invalid. XSD validation failed.
    Additionally, when you view the technical details, you receive the following error message:
    Element 'control' cannot appear more than once if content model type is "all".
  • Consider the following scenario:
    • You click File, click New activity, and then click Appointment.
    • You add a subject.
    • You type a date in the Appointment Activity field that is two weeks in the future, and then you click Save.
    • You click Recurrence.
    In this scenario, the date in the Start Range field displays the current date instead of the expected date of two weeks in the future.
  • Consider the following scenario:
    • You create a new account in Microsoft Dynamics CRM 2011.
    • In the Website field, you type a URL that contains a quotation mark.
    • You create a grid view on accounts and then add the Website column.
    • You view the grid.
    In this scenario, the script is executed incorrectly and you receive an error message.
  • When you configure a bulk deletion job, and then you send the customer a link by using an email message to check the status of the bulk deletion job, the URL in the email message is incorrect.
  • When you import a price list from an Excel worksheet, the prices are multiplied by 100. This problem occurs when the Excel spreadsheet resides on a server that has non-US regional settings.
  • When you update a Microsoft Dynamics CRM organization to another Microsoft SQL Server SKU, no audit partition is created.
  • When you try to add a column to an incident related view in the Activity entity in Microsoft Dynamics CRM 2011 Turkish installation, you receive the following error message:
    Entity type does not exist in Microsoft Dynamics CRM.
  • When you try to run the Account Summary reports in Microsoft Dynamics CRM 2011 in a non-English language, you receive the following error message:
    Subreport could not be shown.
  • Consider the following scenario:
    • You make a copy of the Salesperson Security Role, and then you set the User Read permission to the business unit (BU) level on the Business Management tab in the copy.
    • You create a user in a BU that is not the primary BU, and then you assign the new role that you created to the user.
    • You configure the user for Microsoft Dynamics CRM client for Outlook.
    • In Office Outlook, the user clicks Option, and then clicks Mail.
    • The user selects the Create check box and the Contacts option for the Automatically create records setting in the Microsoft Dynamics CRM section.
    • An email message is sent to the user from a non-Microsoft Dynamics CRM user.
    • The user tracks the email message from inbox
    In this scenario, the user receives the following error message:
    An unknown error occurred while synchronizing data to Outlook.
  • When you import dashboards as part of a solution and the solution contains labels for languages that are not the base language, the labels are not created during the import of the solution.
  • Too many trace log error events are logged in the trace logs in for Microsoft Dynamics CRM.
  • You cannot execute a request to retrieve metadata by using the 2007 Metadata Service, as the System or Integration user, in Microsoft Dynamics CRM 2011.
  • You cannot register a plugin on the Create message function for the UserQuery entity.
  • Assume that you use LINQ in a Microsoft Dynamics CRM plugin with the OrganizationServiceContext object to retrieve related records. When you update the records, you receive the following error message:
    Type: System.InvalidOperationException
    Message: The entity is read-only and the 'Id' property cannot be modified. Use the context to update the entity instead.
  • Assume that you try to create a quick campaign from the results of an Advanced Find query. When you complete the Quick Campaign wizard, you receive the following error message:
    Invalid Argument error.
  • Service Activities continuously synchronize to the Microsoft Dynamics CRM client for Outlook.
  • When you try to open a message that is saved in the .msg format and the message is set to read-only in the file properties, you receive the following error message:
    Microsoft CRM has encountered a problem and needs to close. We are sorry for the inconvenience.
    This problem occurs in Microsoft Office Outlook 2003 and Microsoft Office Outlook 2010.
  • The grid views and the reading pane in Microsoft Dynamics CRM client for Outlook do not display the data by using the number formats that are specified in the Personal Options settings in Microsoft Dynamics CRM 2011.
  • When you import or re-import some currency or decimal field values from Excel spreadsheet XML files, the record imports fail with format exceptions.
  • When you import data by using the "Templates for Data Import" process with Excel or XML files, white spaces are not removed.
  • If you enable the Do Not Create Activities option, attachments are not attached to email messages during mail merges.
  • If you cancel the duplication detection process, the PreValidation plugin does not merge changes.
  • When you reassign an appointment record that is recurring to a user, only the master record is assigned. The recurring records are not assigned to the user.
  • The RenderGridView.aspx page is cached for only one day incorrectly. However, the cache time should be longer.
  • Reprocessing for the async process for transport level errors should be added.
  • When you create a record in an entity in Microsoft Dynamics CRM 2011, you receive the following error message:
    CrmException: Cannot insert duplicate key
  • When you run Microsoft Dynamics CRM client for Outlook, Microsoft Office Outlook client crashes. This problem occurs when the FormRegion object is set.


Hotfixes and updates that you must enable or configure manually


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 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:
2664150 (http://support.microsoft.com/kb/2664150/ ) Steps to clean up the PrincipalObjectAccess table in Microsoft Dynamics CRM 2011 after Update Rollup 6 is applied
To prevent pinned views from pulling down information to local SQL Server CE caches, a registry key can be set on the Microsoft Dynamics CRM 2011 Outlook clients. This can also help reduce the overall network traffic that is sent from a Microsoft Dynamics CRM 2011 server to a Microsoft Dynamics CRM 2011 Outlook client computer.

Important This section, method, or task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it. Then, you can restore the registry if a problem occurs. For more information about how to back up and restore the registry, click the following article number to view the article in the Microsoft Knowledge Base:
322756 (http://support.microsoft.com/kb/322756/ ) How to back up and restore the registry in Windows
To do this, follow these steps:
  1. Log on to the Microsoft Dynamics CRM 2011 Outlook client computers as a user who has installed the Microsoft Dynamics CRM 2011 Outlook client.
  2. Click Start, click Run, type regedit, and then click OK.
  3. Locate and then click the following registry subkey:
    HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient
  4. On the Edit menu, point to New, and then click DWORD (32-bit) Value.
  5. Type DisableMapiCaching, and then press ENTER.
  6. Right-click DisableMapiCaching, point to New, and then click DWORD Value.
  7. Right-click DisableMapiCaching, and then click Modify.
  8. In the Value data box, type 1, and then click OK.
  9. On the File menu, click Exit to exit Registry Editor.

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:

  • Assume that you have a solution that contains an option set attribute which has no prefix. When you import updates to the solution from an earlier version of Microsoft Dynamics CRM, you receive the following error message:
    The schema attribute is not unique.
  • Mail items from Outlook Explorer are not promoted when the items are opened in the background.
  • When you try to promote an item by using the Set Regarding function and the promotion fails, the item continues to have the regarding information set with only four user-defined fields. Therefore, when the promotion error is resolved, and then you try to promote the item again, the promotion still fails.
  • When you try to configure Microsoft Dynamics CRM client for Outlook, you receive the following error message:
    Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials. Check your connection or contact your administrator for help.
  • When you try to import a managed solution that contains a label change, you receive the following error message:
    The evaluation of the current component (name=LocalizedLabel, id=631f30e6-1ebf-48c8-8ef4-f8000ee973dd) in the current operation (Update) failed during managed property evaluation of condition: Microsoft.Crm.BusinessEntities.IsRenameableCondition
  • When you tab on a user domain name to retrieve user information from Active Directory in a large domain that contains multiple child domains, you experience slow performance.
  • Assume that you change the SiteMap in Microsoft Dynamics CRM 2011 by linking to custom views as an HTML web resource. When you click the link to the views, you receive the following error message:
    An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.
    Additionally, the following error message is logged in the platform trace:
    Error: CRM Parameter Filter - Invalid parameter 'layout=0' in Request.QueryString
  • When you perform a quick search in Microsoft Dynamics CRM client for Outlook, you experience slow performance.
  • When you click Add Existing to associatemore than 250 records to a record in Microsoft Dynamics CRM, Internet Explorer becomes unresponsive. Additionally, you receive the following error message:
    Message: Stop running this script? A script on this page is causing your web browser to run slowly. If it continues to run, your computer might become unresponsive.
  • When you try to assign an entity to a team in a Microsoft Dynamics CRM 2011 workflow, you cannot select any existing team field value for the assignment.
  • Assume that an entity form is customized to have multiple sub-grids with auto-expansion enabled in Microsoft Dynamics CRM 2011. When you move grids to a sub-area in the form, the grids are resized.
  • When you import a contact by using the Add Contacts wizard, the Company Name field for the contact is deleted in Office Outlook. This problem occurs when the Use Company Name to be the Account option is disabled.
  • Consider the following scenario:
    • You create a new email message in Office Outlook.
    • You select Rich Text format on the Format Text tab.
    • You add some text to the email message, and then add embedded images.
    • You enter data in the To, From, and Subject fields.
    • You click the Track button, and then click Send.
    • You review the tracked email activity in Microsoft Dynamics CRM 2011.
    In this scenario, the inserted image is not displayed in the Email activity. Instead, the picture is displayed as an attachment that has a zero size.

http://www.dynamicsconsulting.de/2012/03/23/microsoft-dynamics-crm-2011-update-rollup-7-for-microsoft-dynamics-crm-2011-kb-2600643/

Donnerstag, 22. März 2012

CRM 2011 Outlook Client Tracing 101

Have you run into a problem with the Outlook client and someone suggested, “Hey, turn on tracing and let me know what you find”?

Gee, thanks. That’s helpful, right?

Here’s what you need to know about tracing for the Outlook client:

  1. What is tracing?

  1. Tracing is a way to gather a list of the information passed back and forth between a program and a computer. For the CRM Outlook client, tracing will show a chronological, readable play-by-play of what the add-in is trying to do, including error messages that are often more helpful than “An error occurred. Please contact your System Administrator.” (Side note: Microsoft has done an admirable job in CRM 2011 of minimizing these generic error messages, so no digs implied, Microsoft!)

  • How do I turn tracing on?

  1. If you encounter weird errors and there’s no apparent cause (like a SwagBucks browser add-on perusing all your web traffic – c’mon, people!), you can enable tracing by going to the Start menu > All Programs > Microsoft Dynamics CRM 2011 > Diagnostics. Click on the Advanced Troubleshooting tab, and place a checkmark next to “Tracing”. Then click Save.
    diag-adv_trblshooting

  • Where do I find the results?

  1. Aaah, you actually want to see what happens?! The trace files (simple text files) are saved on your hard drive. By default (in Windows 7) they can be found at:

    C:\Users\JohnTravolta\AppData\Local\Microsoft\MSCRM\Traces

    (Obviously, unless you’re the star of Get Shorty, you need to change the name in the path above.)

  • What else should I know?

  1. Turn tracing off when you’re done playing around. Collecting all that information can slow your Outlook client down. Then send the files to your friendly neighborhood support type person.
  2. I’m not going to go into the meaning of the information in the trace files here because this is a post about Tracing 101, and that’s a 200-level topic, and that’s what Google Bing is for (and it’s been a long day!).

Microsoft CRM 2011 Online Outlook Client Installation

Now that Microsoft Dynamics CRM 2011 Online is released (RTW). Here are some of my good notes on how we go about performing the Microsoft CRM 2011 Online Outlook Client Installation:

Installation:
  1. Check that hardware and software requirements are met
  2. Check and uninstall any previous version of CRM Outlook Client, including any CRM Outlook Offline components – review this link
  3. Login to the Microsoft CRM Web Client to ensure your login/password are OK
  4. Use Internet Explorer (IE) 9 if possible. Note: Windows XP doesn’t support IE9
  5. Configure Internet Explorer to allow download the number of files at one time to 10
  6. Add the following URLs to the Internet Explorer (IE) “Trusted” Security Zone:
    • *.dynamics.com
    • *.live.com
  7. Allow pop-ups from:
    • *.dynamics.com
    • *.live.com
  8. Be sure that Internet Explorer (IE) Browsing history “Delete browsing history on exit” setting is unchecked
  9. Increase IE Disk Space Size for Temporary Internet Files to 350MB
  10. Apply Windows and Office Update via Microsoft Update
  11. Install .NET Framework 3.5 and 4.0
  12. Install the Microsoft Dynamics CRM 2011 Online Outlook Client via setup bootstrapper or full download
  13. Apply the latest CRM 2011 Update Rollup via Microsoft Update
  14. Open Microsoft Outlook and ensure that the CRM Outlook Client is running OK
  15. Link to my recommended initial Microsoft CRM Outlook Client settings
For more detailed installation information, here is the link to the Microsoft Dynamics CRM 2011 for Outlook Installing Guide for use with Microsoft Dynamics CRM Online
More Microsoft Dynamics CRM for Outlook Installation Instructions

Additional Note:


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