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MS CRM 2011 XML CHART EDITING

July 13th, 2012 DynamicsMSCRM Comments off

MS CRM 2011 XML CHART EDITING

Assembled from many soures.

Good Charting Blog CRM Chart Guy

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MS CRM 2011 TechNet System Requirements and Required Components

July 12th, 2012 DynamicsMSCRM Comments off

Microsoft Dynamics CRM requires several software applications and components that work together to create an effective system. Before you install Microsoft Dynamics CRM, use this section for guidance to verify that system requirements are met and the necessary software components are available.

Important

Unless specified otherwise, within the Microsoft Dynamics CRM 2011 Support Lifecyle policy, Microsoft Dynamics CRM applications support the latest version and service pack (SP) for all required components, such as Windows Server, SQL Server, Microsoft Office, Internet Explorer, and Exchange Server. However, to fully support the latest version of a required component you should apply the latest update for Microsoft Dynamics CRM.

Microsoft Dynamics CRM Server 2011 hardware requirements

Microsoft SQL Server hardware requirements

SharePoint Document Management software requirements

Office Communications Server Integration

Microsoft Dynamics CRM E-mail Router hardware requirements

Microsoft Dynamics CRM E-mail Router software requirements

Microsoft Dynamics CRM for Outlook hardware requirements

Microsoft Dynamics CRM for Outlook software requirements

Microsoft Dynamics CRM Web client software requirements

64-bit supported configurations

Currency support

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MS CRM 2011 Cross Browser Support Matrix

June 12th, 2012 DynamicsMSCRM Comments off

Update from Microsoft on cross browser support
On July 19th, as we committed, our Q2 release will include Microsoft SQL Server 2012 support, Industry templates and certifications for our online service. After listening to the feedback from our customers and partners we are delaying availability of Microsoft Dynamics CRM Mobile and cross-browser support. These were previously scheduled to be delivered in the Q2 2012 Service Update, and we now plan to deliver them in the service update scheduled for Q4 2012

The Microsoft Dynamics CRM Q2 2012 service update provides the ability for end users to access the Microsoft Dynamics CRM Web Client across all modern Internet browsers on various platforms. This includes browsers such as Internet Explorer, Firefox, Chrome, and Safari running on PC, Apple Macintosh or iPad. The list of devices and specific browser versions that will be supported is as follows:

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Categories: Compatability Tags:

MS CRM 2011 Release Preview Guide Q2 2012 Service Update

June 7th, 2012 DynamicsMSCRM Comments off
Categories: Rollups Tags:

MS CRM 2011 Rollup Error Occurred On Goal

June 5th, 2012 DynamicsMSCRM Comments off

A very complex error that indicated something very simple in this instance, the Goal Manager (Owner) had been diabled.

The system could not log you on. This could be because your user record of the business unit you belong to has been diabled in Microsoft Dynamics CRM.

Try this action again. If the problem continues, check with Microsoft Dynamics CRM Community for solutions or contact your organization’s Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.

Rollup error occurred for the goal.

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MS CRM 2011 Import Wizard, modify lookup reference

June 5th, 2012 DynamicsMSCRM Comments off

At times when using the Import Wizard it may be necessary to modify the lookup reference when importing data to a parent or related record. Using the view below we can modify the lookup reference for the data by changing the values in the lookup field. The new lookup value do not have to be a lookup field and can instead be a text value.

In the example below we will be removing the check next to the Primary Key and the Account Name field and substituting another field.

https://lh3.googleusercontent.com/-mmJuUD97k34/T84YIGVMWuI/AAAAAAAAGtY/1bL2HkywuY4/s576/Lookup%2520Reference.jpg

Sourced From: Leon’s CRM Musings

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MS CRM 2011 Database Restore Failed

April 25th, 2012 DynamicsMSCRM Comments off

  • Databases with full-text searching enabled can’t be restored to root directories on drives for some reason, so they’re in D:\Data and the log is in F:\Logs.  Unfortunately the error message wasn’t in any way relevant, so it took some digging to find this.
  • I had to manually create an FTData directory on C: and assign rights to the SQL Service account. 

Resources for this solution:

Simons Sql Blog
Martin Welch Consulting

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MS CRM 2011 10,000 Record Limit on Excel Exports

April 18th, 2012 DynamicsMSCRM Comments off

1. Create an advanced find view of the records you want to export to Excel for example: Active Contacts.

2. Click Excel on the toolbar and select Dynamic Worksheet option

3. Open the excel workbook and enable Data Connection

4. On the excel workbook, right click and select ‘Edit Query’

5. If the pop-up window “The query cannot be edited by the Query Wizard”, opens,click OK. Now you will see the Microsoft Query window.

6. From the Microsoft Query toolbar, click View and select SQL. A new pop-up Windows showing the actual SQL statement appears.

7. Remove the part of the query that states ‘Top 10000′ from the SQL statement and click OK to exit the SQL statement window

8. From the Microsoft Query window toolbar, click File and select Return Data to Microsoft Office Excel

9. Refresh your excel worksheet if auto-refresh is not enabled and you should see all data from the select CRM view now

Sourced From: CRMConsult.info

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MS CRM 2011 Training and Informational Videos

January 25th, 2012 DynamicsMSCRM Comments off
Categories: 2011, Training Tags:

MS CRM 2011 IngnoreChecks on SRS Data Connector

December 13th, 2011 DynamicsMSCRM Comments off

Adding IgnoreChecks works fine is a CRM component has already been installed but what if the registry key does not exist. In that case we need to create it to get around the missing entries and continue with our installation.

1. Create the MSCRM key in the HKLM\SOFTWARE\MICROSOFT directory

2. Create a new DWORD value named IgnoreChecks, set the value to 1

3. Launch the installer, at the environment checks the ‘Next’ should will be available to you.

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Categories: Report Permissions Tags:

MS CRM 2011 AddWindowsIdentityToPrivilegeGroups error installing SRS Data Connector

December 13th, 2011 DynamicsMSCRM Comments off

I set out to install the SRS Data Connector on the reporting server for my customer. In this situation, we are dealing with a hosted solution and the hosting company installed SRS. Installing the connector is normally a simple task.

Below is the error I received when installing the SRS Data Connector.

Microsoft.Crm.Setup.SrsDataConnector.AddWindowsIdentityToPrivilegeGroups failed.
Name translation: Could not find the name or insufficient right to see name. (Exception from HRESULT: 0×80072116)

When you click to view the log file you will see the account name that is trying to be added. Below are the lines from the log file just before the error

”11:54:59| Info| Executing Install action: Microsoft.Crm.Setup.SrsDataConnector.AddWindowsIdentityToPrivilegeGroups
11:54:59|Verbose| Adding account rssvr\sqlserverrssvr to group LDAP://…”

The SQL Reporting Services (SRS) were installed and running using a local computer user account on the SQL server. That account could not be added to the necessary Active Directory group because it was not a domain account. I reconfigured SRS to run using a domain account. I then attempted to install the SRS Data Connector again and successfully installed it.

Sourced From: Customer Effective

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Categories: Report Permissions, Uncategorized Tags:

MS CRM 2011 Update Rollup 5

December 12th, 2011 DynamicsMSCRM Comments off

Microsoft has released Update Rollup 5. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2011. It includes performance enhancements that are packaged together for easy deployment.

Information Here

Download Here

Update Rollup 5 for Microsoft Dynamics CRM 2011 does not contain any hotfixes or any updates that you must configure manually.

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Categories: 2011, Rollups, Uncategorized Tags:

MS CRM 2011 Microsoft CRM Lead Conversion of Notes and Attachments

December 12th, 2011 DynamicsMSCRM No comments

Within MS CRM 2011 the Lead notes and attachements do not convert to the Account, Contact or Opportunity when converting the Lead. The following is a work around that allows for the information to be mapped to one or all of these entities.

Steps to copy lead notes to account:

1. Create Jscript type of web resource which holds the following Script

Download Script Here

2. Save this web resource and publish it.
3. Create an Iframe on Account form with name like “IFRAME_LeadNotes”
4. Do not select Restrict cross frame scripting checkbox.

5. After creating IFrame. Call the function from script on onLoad event of Account. Make sure that you have selected “Pass execution context as first parameter”.

6. On qualifying a lead to account. All notes of lead will be shown on account as shown in below screen shot.

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Categories: 2011, Lead Conversion, Leads Tags:

MS CRM 2011 Server, Demo Licenses & Links

December 12th, 2011 DynamicsMSCRM No comments
Categories: 2011, License Tags:

MS CRM 2011\4.0 Bulk Convert Leads

November 30th, 2011 DynamicsMSCRM No comments

NOTE: This process works in 2011 or 4.0, the following screen shots are form a 4.0 system.

MS CRM does not give you the ability to, in a straightforward manner, convert Leads in bulk. The widespread knowledge is that you have to convert them one by one. However, there is a workaround…

This would be through Marketing Lists – it’s a way to exploit the features of the Marketing Lists functionality, without using the Marketing Lists to “market” per se. And there’s another plus – no plug-ins or custom development work required!
Create a new Marketing List called “Bulk Disqualify” or something; you can reuse it if this comes up later, so it’s good to know what it was used for. Set it to use Leads as the Member Type.

Add all the Leads to the Marketing List (you can do this in bulk on the toolbar, or individually). You go to More Actions (or just Actions from inside of a record), and then click Add to Marketing List.

Once you have all the Leads in the list, you can highlight them all, then click More Actions, and then click Convert Lead. It will then allow you to qualify……

…….or disqualify each of the records selected at once.

NOTE: If you have more than one page of Leads in the Marketing List, you will probably have to do the conversion process more than once (but it beats doing it 200 times!). I would do the first page entirely – then click to view the next page. Follow those steps until you have all of them disqualified. It may allow you to do all of them at once, but you’ll have to see.

Sourced From: Dynamics Care

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Categories: 2011, 4.0, Leads Tags:

MS CRM 2011 Update Rollup 3 for Microsoft Dynamics CRM 2011 is available

August 9th, 2011 DynamicsMSCRM No comments

Update Rollup 3 for Microsoft Dynamics CRM 2011 is available. This article describes the hotfixes and the updates that are included in this update rollup. This update rollup is available for all languages that are supported by Microsoft Dynamics CRM 2011.

Information Here

Download Here

Hotfixes and updates that you must enable or configure manually

Update Rollup 3 for Microsoft Dynamics CRM 2011 does not contain any hotfixes or any updates that you must configure manually.

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2011 Microsoft Dynamics CRM Partner of the Year: Hitachi Consulting

June 28th, 2011 DynamicsMSCRM No comments

Well, after an exciting year with some great clients all the hard work has paid off with recognition from Microsoft. We have been named Microsoft Dynamics CRM Partner of the Year.

!!CONGRATULATIONS TEAM!!

Microsoft Dynamics CRM Partner of the Year

Winner: Hitachi Consulting, United States

Hitachi Consulting is helping its clients move to the cloud with Microsoft Dynamics CRM Online. Hitachi has realigned its organization to capitalize on cloud opportunities with extensive sales training on the benefits of cloud-based deployment and incentive structures aligned with cloud cash flow models. Hitachi is leading the way in deploying enterprise customers in Microsoft Dynamics CRM Online and in aggressively switching customers from competitive cloud offerings. They are providing measurable results across a broad customer base including public sector organizations, sports, entertainment and technology firms. Hitachi partners with Certified for Microsoft Dynamics ISVs like Scribe, ExactTarget and CWR Mobility to round out its solution offerings and ensure fast time to solution delivery for its prospects. Hitachi’s agility and ability to deliver solution to large clients has earned it recognition from Gartner who places Hitachi Consulting in its Magic Quandrant for CRM Service Providers.

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MS CRM 2011 Online Go-Live Checklist

June 23rd, 2011 DynamicsMSCRM No comments
Categories: Uncategorized Tags:

MS CRM 2011 Rollups now available via Windows Update

June 2nd, 2011 DynamicsMSCRM No comments

Available June 28, 2011 for Rollup 2

To automatically install Update Rollup 2 for Microsoft Dynamics CRM 2011, you can use Windows Update. Update Rollup 2 for Microsoft Dynamics CRM 2011 will be available on Windows Update on June 28, 2011. You can also set Windows to automatically install recommended updates. This can address noncritical problems and help improve your computing experience. Optional updates are not downloaded or installed automatically.

To learn more about the kinds of updates that Microsoft publishes, visit the following Microsoft websites:

How to turn automatic updating on or off

How to change how Windows installs or notifies you about updates

To install Update Rollup 2 for Microsoft Dynamics CRM 2011 by using Windows Update, follow these steps:

– Click Start, and then type Update in the Start Search box. In the list of results, click Windows Update.
– In the navigation pane, click Check for updates, and then wait while Windows checks for the latest updates for your computer.
– 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.
– 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.
– Click Install updates.
– 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.

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MS CRM 2011 Update Rollup 2 for Microsoft Dynamics CRM 2011 is available

June 2nd, 2011 DynamicsMSCRM No comments

Update Rollup 2 for Microsoft Dynamics CRM 2011 is available. This article describes the hotfixes and the updates that are included in this update rollup. This update rollup is available for all languages that are supported by Microsoft Dynamics CRM 2011.

Information Here

Download Here

Hotfixes and updates that you must enable or 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 configure these hotfixes or 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 You experience slow performance when you perform RetrieveMultiple queries on large datasets in Microsoft Dynamics CRM 2011

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Categories: Rollups, Uncategorized Tags:

MS CRM 2011 Online: Custom Reports Fail after Upgrade

May 21st, 2011 DynamicsMSCRM No comments

With CRM 2011, custom reports now look for read permission on the “Entity” and “Field” entities. IF you apply those permissions to the user, they will be able to run the report. The “Entity” and “Field” entities can be found under the customizations tab in the Security roles.

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Categories: 2011, Online, Report Permissions, Reports Tags:

MS CRM Statement of Direction May 2011

May 20th, 2011 DynamicsMSCRM No comments
Categories: 2011, Documentation, Uncategorized Tags:

MS CRM 2011 Optimizing and Maintaining the Performance of CRM Clients

May 9th, 2011 DynamicsMSCRM No comments

Released May 2011

Download Here

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MS CRM 2011 500 Internal Server Error on the Training Video Bar

May 6th, 2011 DynamicsMSCRM No comments

After installation of MS CRM 2011 to a non default location the Video bar shows a 500 Internal Server Error.

The video section is looking for the default help page which is pointed to C:\Program Files\Microsoft Dynamics CRM\CRMWeb\Help\Default.aspx. However, if you do not install into the default location the system will not dynamically adjust to the new installation area.

Moving the help directory to the location it is pointing to corrected the issue.

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Categories: 2011, Installation Tags:

MS CRM 4.0 Reports Fail After Rollup Installed

May 5th, 2011 DynamicsMSCRM No comments

Exception message: The base class includes the field ‘reportViewer’, but its type (Microsoft.Reporting.WebForms.ReportViewer) is not compatible with the type of control (Microsoft.Reporting.WebForms.ReportViewer).

1. Download and install Microsoft Report Viewer Redistributable 2008. http://207.46.19.190/downloads/details.aspx?FamilyID=cc96c246-61e5-4d9e-bb5f-416d75a1b9ef&displaylang=en

2. Search and replace within the web.config Microsoft.ReportViewer.WebForms, Version=8.0.0.0 to 9.0.0.0

3. Do an issreset following the changes

This corrected the reports.

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Categories: 4.0, Reports, Rollups Tags: