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. MSCRM4_Optimizing_and_Maintaining (PDF) NOTE: Click on the “Read More” link below for the Table of Contents of this white paper. OverviewThis 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....

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Posted in: CRM 2011 Performance

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...

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Posted in: CRM 2011 Client Deployment,CRM 2011 Online Client Troubleshooting

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. ...

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Posted in: CRM 2011 Update Rollups

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. ATOM: It is an Xml based format mainly used for the RSS feeds. 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...

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Posted in: CRM 2011 JavaScript

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...

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Posted in: CRM 2011 News

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...

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Posted in: CRM 2011 Update Rollups

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: What is tracing? 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!)...

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Posted in: CRM 2011 Online Client Troubleshooting,CRM 2011 Troubleshooting

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: Check that hardware and software requirements are met Check and uninstall any previous version of CRM Outlook Client, including any CRM Outlook Offline components – review this link Login to the Microsoft CRM Web Client to ensure your login/password are OK Use Internet Explorer (IE) 9 if possible. Note: Windows XP doesn’t support IE9 Configure Internet Explorer to allow download the number of files at one time to 10 Add the following URLs to the Internet Explorer (IE) “Trusted” Security Zone: *.dynamics.com *.live.com Allow pop-ups from: *.dynamics.com *.live.com Be sure that...

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Posted in: CRM 2011 Client Deployment,CRM 2011 Online