Microsoft Dynamics CRM Addons

Microsoft Dynamics CRM 2011 ist eine Customer-Relationship-Management Software aus der Microsoft Dynamics Unternehmenssoftware Familie. Im Gegensatz zu den anderen Dynamics-ERP Systemen basiert Dynamics CRM 2011vollständig auf Microsoft .NET und lässt sich sehr leicht in Visual Studio .NET Projekte integrieren. Microsoft Dynamics CRM 2011 ist eine vollständige Webanwendung basierend auf .Net 4.0 und IIS 7.

Mit sogenannten Microsoft Dynamics CRM Addons (Microsoft Dynamics CRM Addons  Plugins)
lässt sich die Funktion als aich Integration von Microsoft Dynamics CRM in alle beliebigen Richtungen ausweiten.

Die Erweiterungen / Add-ons für Microsoft Dynamics CRM Add-ons  arbeiten alle mit der Microsoft Dynamics CRM Addons Webschnittstelle die mit derVersion 2011 den Addons völlige neue Möglichkeiten bietet.

Mögliche Erweiterungs Addons für Microsoft Dynamics CRM 2011 die derzeit zur Verfügung stehen sind:
Microsoft Dynamics CRM 2011 PlatformMicrosoft Dynamics CRM 2011  CRM E-Mail Marketing Add-On
Microsoft Dynamics CRM 2011 CRM Activity History Add-On
Microsoft Dynamics CRM 2011 MS CRM Customer Portal PHP Add-On
Microsoft Dynamics CRM 2011 MS CRM Sharepoint Integration Add-On
Microsoft Dynamics CRM 2011 Email Verification Add-On
Microsoft Dynamics CRM 2011 Contact Update Add-On
Microsoft Dynamics CRM 2011 Auto Number Add-On
Microsoft Dynamics CRM 2011 Document PDF Creator
Microsoft Dynamics CRM 2011 Saluation Creator
Microsoft Dynamics CRM 2011 Sales Funnel Prozess
Microsoft Dynamics CRM 2011 Telephone Integration Tapi
Microsoft Dynamics CRM 2011 Telephone Integration Lync
Microsoft Dynamics CRM 2011 Telephone Integration Skype
Microsoft Dynamics CRM 2011 Documents Scanner
Microsoft Dynamics CRM 2011 Email Signature
Microsoft Dynamics CRM 2011 Quickbix Documents Suite 2011 Add-On
Microsoft Dynamics CRM 2011Quickbix Integration Suite 2008 Add-On
Microsoft Dynamics CRM 2011 Marketing Suite Add-On
Microsoft Dynamics CRM 2011 DashBoard Add-On
Microsoft Dynamics CRM 2011 Data Grid Control Add-On
Microsoft Dynamics CRM 2011 Document Manager Add-On
Microsoft Dynamics CRM 2011 Project Management Add-On
Microsoft Dynamics CRM 2011 Lead Management Add-On
Microsoft Dynamics CRM 2011 Sales Pipeline Management Add-On
Microsoft Dynamics CRM 2011 Customer Portal Add-On ASPX
Microsoft Dynamics CRM 2011 Leads Portal Add-On
Microsoft Dynamics CRM 2011 Notes Summary Add-On
Microsoft Dynamics CRM 2011 Social Networking Add-On (Twitter \ Facebook \ Linkedin)Microsoft Dynamics CRM 2011 Survey Add-On
Microsoft Dynamics CRM 2011 Alert Add-On
Microsoft Dynamics CRM 2011 Fax Add-On
Microsoft Dynamics CRM 2011Contact Photo Integration Add-On
Microsoft Dynamics CRM 2011Card charging Add-On
Microsoft Dynamics CRM 2011website analytics Add-On
Microsoft Dynamics CRM 2011Webform Integration Add-On
Microsoft Dynamics CRM 2011Sage 200 Integration Add-On
Microsoft Dynamics CRM 2011QuickLabel Add-On
Microsoft Dynamics CRM 2011Accounting Add-On



Microsoft Dynamics CRM 2011 for Ipad
Microsoft Dynamics CRM 2011 CRM for iPad Add-On (free)
Microsoft Dynamics CRM 2011 CRM for iPad Add-On (customizable)

Microsoft Dynamics CRM 2011 for IPhone
Microsoft Dynamics CRM 2011 CRM for iPhone Add-On (free)
Microsoft Dynamics CRM 2011 CRM for iPhone Add-On (customizable)

Microsoft Dynamics CRM 2011 for Android
Microsoft Dynamics CRM 2011 CRM for Andrid Add-On (free)
Microsoft Dynamics CRM 2011 CRM for Andrid Add-On (customizable)
Mobile Client MS Dynamics CRM 
MECRM (Microsoft Dynamics CRM)
Resco Mobile CRM
CRM Mobility (MS Dynamics CRM)
ME for Microsoft Dynamics CRM
MECRM Plus(Dynamics CRM + EAS)
CWR Mobile CRM 2011 (beta)
CWR Mobile CRM 2011 5.1
CRM Call Log Sync
Akvelon CRM Tracker

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Important to know before going to the next Release of CRM 2011

Due to the planned Multi Browser Support of Dynamics CRM Release for the upcoming Release it can be nessesarry to update some Java Scripts.

You can start the work now and be prepared for the installation of the next Release of Dynamics CRM 2011.


For detailed information on the Java Changes , please review the official Microsoft Dynamics CRM blog post.

http://blogs.msdn.com/.../resolve-breaking-script-issues-when-upgrading-to-the-next-release-of-microsoft-dynamics-crm


http://www.dynamicsconsulting.de/2012/06/07/important-to-know-before-going-to-the-next-release-of-crm-2011/

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Posted in: CRM 2011 JavaScript,CRM 2011 Update Rollups

Fixed: Import CRM 4.0 Organization on CRM 2011 Deployment Error

During an import of an new customer (from Dynamics CRM 4.0) to our Dynamics CRM 2011 Hosting
Plattform we fixed the folowing issues during the troubleshooting:

Here a short summary of the issue and the  action plan.

[SCOPE] KBA-Z9H1Y2

ISSUE:

Import CRM 4.0 Organization on CRM 2011 Deployment Error CRM 2011 Exeption without any further details:

11:18:07|  Error| Installer Complete: OrganizationUpgrader - Error encountered

11:18:07|  Error| Exception occured during Microsoft.Crm.Tools.Admin.OrganizationUpgrader: Action Microsoft.Crm.Tools.Admin.UpgradeDatabaseAction failed.

InnerException:

System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: A severe error occurred on the current command.  The results, if any, should be discarded.

   at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection)

   at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning()

   at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj)

   at System.Data.SqlClient.SqlDataReader.ConsumeMetaData()

   at System.Data.SqlClient.SqlDataReader.get_MetaData()

   at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString)

   at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async)

   at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result)

   at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method)

   at System.Data.SqlClient.SqlCommand.ExecuteScalar()

   at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command)

   at Microsoft.Crm.CrmDbConnection.InternalExecuteScalar(IDbCommand command)

   at Microsoft.Crm.CrmDbConnection.ExecuteScalar(IDbCommand command, Boolean impersonate)

   at Microsoft.Crm.DataUpgrade.DeleteCompletedOldAsyncOperationsAction.Execute(Boolean upgradeJobsOnly)

   --- End of inner exception stack trace ---

   at System.RuntimeMethodHandle._InvokeMethodFast(IRuntimeMethodInfo method, Object target, Object[] arguments, SignatureStruct& sig, MethodAttributes methodAttributes, RuntimeType typeOwner)

   at System.RuntimeMethodHandle.InvokeMethodFast(IRuntimeMethodInfo method, Object target, Object[] arguments, Signature sig, MethodAttributes methodAttributes, RuntimeType typeOwner)

   at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean skipVisibilityChecks)

   at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)

   at System.RuntimeType.InvokeMember(String name, BindingFlags bindingFlags, Binder binder, Object target, Object[] providedArgs, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParams)

   at Microsoft.Crm.Setup.Database.DllMethodAction.Execute()

   at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseInfo releaseInfo, Boolean isInstall)

   at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase, Boolean isInstall)

   at Microsoft.Crm.Tools.Admin.InstallDatabaseAction.Do(IDictionary parameters)

   at Microsoft.Crm.Setup.Common.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)

InnerException:

System.Data.SqlClient.SqlException (0x80131904): A severe error occurred on the current command.  The results, if any, should be discarded.

   at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection)

   at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning()

   at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj)

   at System.Data.SqlClient.SqlDataReader.ConsumeMetaData()

   at System.Data.SqlClient.SqlDataReader.get_MetaData()

   at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString)

   at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async)

   at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result)

   at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method)

   at System.Data.SqlClient.SqlCommand.ExecuteScalar()

   at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command)

   at Microsoft.Crm.CrmDbConnection.InternalExecuteScalar(IDbCommand command)

   at Microsoft.Crm.CrmDbConnection.ExecuteScalar(IDbCommand command, Boolean impersonate)

   at Microsoft.Crm.DataUpgrade.DeleteCompletedOldAsyncOperationsAction.Execute(Boolean upgradeJobsOnly)

IMPACT / AUSWIRKUNG: 

Not able to complete Migration / Organization Import.
Possible Roleback to the still existing Dynamics CRM 4 Deployment

ROOT CAUSE:

This question has been solved and asker verified.For Access to this Solution please register by sending an request to support[@]dynamicsconsulting.de and request the cause/solution for KBA-Z9H1Y2
 

ACTION PLAN / NÄCHSTE SCHRITTE:

This question has been solved and asker verified.
For Access to this Solution please register by sending an request to support[@]dynamicsconsulting.de and request the cause/solution for KBA-Z9H1Y2

LABOUR / AUFWAND:

Incident

http://www.dynamicsconsulting.de/2012/06/02/fixed-import-crm-4-0-organization-on-crm-2011-deployment-error

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Posted in: CRM 2011 Organisation Import,CRM 2011 Troubleshooting

Microsoft Dynamics CRM 2011 and Data Integration

At the point of time where customers are going to implement an Microsoft Dynamics CRM System, they most often already have an ERP System like SAP or Navision or Axapta in place.

As you do not want to have inconsitant data, and also do not want to maintain data twice you will get the need to get an data integration beween your Microsoft Dynamis CRM System and you ERP System, lets take SAP as an example.

In general we talk about 3 Main Areas of Data Integration:

1. Master Data Integration
2. Customer Data Integration
3. Application Integration

1. Master Data Integration:What we need as starting point in Dynamics CRM are the accounts already present in SAP.
Maybe we have also contacts in regarding to the accounts maintained in SAP.
What we would also integrate is the Products from SAP to the Products Entity in Dynamics CRM.
So we talk about Master Data Integration as basement of our Dynamics CRM Implementation.

2. Customer Data Integration:So do not switching around between Dynamics CRM and SAP all the time we need some related Customer Data in Dynamics CRM. IT would not really make sense to have the whole accounting information in Dynamics CRM when you have an dedecated ERP System but, for example customer complaints and customer products would be very useful information.
So the account manager really gets an good overview with Dynamics CRM what is going on at his customer.

Customer Product for example are not existing by default in Dynamics CRM. It is really simple to to build as we are using an existing product integrate via Master Data Integration and link this with a N:N relationship to the account.

This will provide us really nice features and process optimization opportunties.
Imaging you have the need to inform all who bought customers with Product C about an special new information regarding this. In the past a big job for any student to fetch all this informtion out of SAP by hand and write a letter or an email to each of them.

With an Data Integration like discribe above more an 10 minutes job ;-)
You only go to your contacts and raise the following Advanced Find:

- Contacs where Parent Account has an related Product "Product C" -
Click an Find and you have an big list of all these customers. Now you can add them to an marketing list or directly raise an Quick Campaign out of the list using Microsoft Word Mail Merge for Letters or direct Emails as Channel.

Click submit and the work is done, so easy it can be with an proper dataintegration ;-)

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Posted in: CRM 2011 Data Integration

(Dynamics ) CRM Datenqualität nachhaltig verbessern

Informationsqualität oder Datenqualität bezeichnet die Qualität, also Relevanz und Korrektheit von Informationen. Insbesondere besagt sie, wie verlässlich eine Information ist und inwieweit man sie als Grundlage für eine Planung des eigenen Handelns verwenden kann

soweit die Wikipedia Kernbeschreibung

Aktuelle und historische (Dynamics) CRM Daten bilden die Grundlage für viele operative und strategische CRM Prozesse in den Bereichen Vertrieb, Marketing, Service und Unternehmensführung.


Das Problem:

(Dynamics)  CRM Daten mit geringer Qualität bedeuten:

- erhebliche Risiken für Unternehmen z.B. bei Strategischen Entscheidungen
- sehr inkonsequenten Nutzung von Verkaufschancen da Sie diese einfach nicht erkennen.
- die CRM Servicequalität wird negativ beeinflusst, da Sie Problemhäufungen nicht erkennen
- Marketingaktionen aus Kunden-Stammdaten mit einer Rückläuferquote von mehr als 25%.

Die Werkzeuge:
 1. Dubletten sicher identifizieren und zusammenführen (voll- / halbautomatisch)
 2. Dubletten Erstellung einschränken und  unterbinden (voll- / halbautomatisch)
 3. Dynamics CRM automatische & halbautomatische Datenpflege / Datenanreicherung (SS)
 4. Dynamics CRM automatische & halbautomatische Datenpflege / Datenanreicherung (SP)
 5. Prozesserweiterung zur nachhaltigen Datenkategorisierung
 6. Umfassende Datenintegration zur weiteren Datenanreicherung & Relevanz Erhöhung

Nicht nur Daten aus externen Kunden- und Lieferanten-Beziehungen (CRM), sondern auch bei internen Prozesse des Unternehmens (XRM) entscheiden über Datenqualität & Nachhaltiges Handeln des Unternehmens.

„Wie schnell kann der Mitarbeiter ein problembezogen des Dokument finden und versenden?“

„Eine Information auf einem Post-it, ist nicht nur für Kollegen und Vorgesetzte nicht nachvollziehbar, Sie kann auch für Sie verloren gehen!“

In der Praxis eventuell nicht wirklich umsetzbar, aber einige Unternehmen würden gut darin tun Papiere zu verbieten und Excel zu deinstallieren. Eventuell der beste Weg zur prozessorientierten zentralen Datenhaltung.

Die Lösung:
Ein andauernder Vorgang unter Einsatz guter Prozesse und den oben genannten Werkzeugen. Viele Unternehmen werben zwar mit 100%igen Daten, aber die Realität ist davon meist sehr weit entfernt.

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Fixed it! CRM 2011 404 Error Loading Web Resources

After installing Microsoft Dynamics CRM 2011 at a customer site today we get the follwoing issue. The CRM appeared to complete successfully, and if you didn’t look too close, the application seemed to be working fine.
But once we started to configure the queues, we noticed that there were form scripting errors all over the place. We usd fiddler to get more details on this issue.

As it turns out, the CRM was unable to load any of the Web Resources. 
Resolution 1 – URL Re-Write Rules Missing
In the CRM’s web.config (please make a backup copy of this file before working on it), there should be a <rewrite> section. If it is missing or doesn’t look like the XML below, then try updating it:
<rewrite>
<rules>
<rule name="ClientGlobalContextRule" stopProcessing="true">
<match url="/?([0-9a-zA-Z][^/]*)?/?((?:%7b|\{)[^/]*(?:%7d|\}))?/?(WebResources|Handlers)/ClientGlobalContext.js.aspx" />
<action type="Rewrite" url="/{R:1}/_Common/ClientGlobalContext.js.aspx" />
</rule>
<rule name="WebResourcesRule" stopProcessing="true">
<match url="/?([0-9a-zA-Z][^/]*)?/?((?:%7b|\{)[^/]*(?:%7d|\}))?/?webresources/([^\\?]+)" />
<action type="Rewrite" url="/{R:1}/Handlers/WebResource.ashx?name={R:3}" />
</rule>
<rule name="FederationMetadataRule" stopProcessing="true">
<match url="FederationMetadata/2007-06/FederationMetadata.xml" />
<action type="Rewrite" url="/Handlers/FederationMetadata.ashx" />
</rule>
</rules>
</rewrite>
Note that if your <rewrite> section is missing altogether, then you should insert the snippet above between this:
</requestFiltering>
</security>
and this:
</system.webServer>
<system.serviceModel>
After updating the web.config, you should do an IISRESET or reboot the server.
Resolution 2 – URL Re-Write Module is Corrupt
In our case, the <rewrite> section was ok, but it turned out that the IIS URL Re-Write Module was corrupt.

Open up Control Panel—>Programs. Select the Microsoft URL Rewrite Module from the list, and click the ‘Repair’ button. Or go ahead uninstall teh 1.1 URL Rewrite Module and install the 2.0 Version direcly. Will be required for CRM 2011 ADFS / IFD Deployments anyway.

IISRESET or reboot the server.

Fixed andcustomer happy!

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Posted in: CRM 2011 Troubleshooting

Microsoft Dynamics CRM 2011 UR9 Beta available

The beta version of Microsoft Dynamics CRM 2011 UR9 or Q2 2012 Service Update or “R8”. The beta release only includes on-premises version of the next release of CRM. This release includes support for multiple browser types and many other great features that you can find in the Release Preview Guide.
This beta release is primarily targeted at developers and partners. We want you to make sure your solution and custom code works as you expect with the upcoming release. Please be sure to ready yourself, your peers and solutions for the release coming up in just a few short weeks.

What does the beta include?

• A test only on-premises build
• Pre-recorded feature overview sessions and power point presentation files
• Pre-release implementation guide
• SDK and readme.

Again we’d like to emphasize that the beta release is for test purposes only, and not for production usage. There is no migration path from the beta to the final release, so please plan accordingly and use appropriate test environments. There are elements of upcoming release that are not included in the beta, for example Mobility or CRMOnline specific features are not offered as part of the beta but will be available in the final release.

Where can you get the beta release?

The bits are available on Microsoft Connect site. Please follow the steps below to get access.

1. Please provision an account on the R8 Beta Connect site by clicking on this link. https://connect.microsoft.com/site687/InvitationUse.aspx?ProgramID=7663&InvitationID=crnb-FJTQ-QPB3
2. Please complete the R8 Beta Access Survey using this link. (this link will not work until you complete step 1 above) http://connect.microsoft.com/site687/Survey/Survey.aspx?SurveyID=14211
3. Please access the R8 Beta Package using this link. (this link will not work until you complete steps 1&2 above) https://connect.microsoft.com/site687/Downloads
4. Please pose any questions about the R8 Beta using this R8 Beta Discussion Group here. (this link will not work until you complete steps 1&2 above) http://innovation.connect.microsoft.com/CRM2011R8Beta/Thread/View.aspx?ThreadId=6861

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Posted in: CRM 2011 Update Rollups