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MS CRM 2011 Importing Users with the CRM Import Wizard

November 12th, 2010 DynamicsMSCRM No comments

Description: This is a quick overview of the process to import multiple users into CRM using the import wizard.

First download a Template for Data Import for the Data Management section in the CRM organization you intend on importing your users into. It will create and xml file capable of being modified and opened from Microsoft Excel.

Attached is a sample for an online instance

Warning: Be sure to use the correct import template for online v. on premise. The required fields are different. If you download your own template first it will include the required fields and any additional fields you have added.

Once you have filled out your spreadsheet with all the users you want to import, browse to data management again, and click on the Ribbon button to start an import.

Browse to your user.xml file

Click next and ensure no errors are reported.

Choose Default (Automatic Mapping) for your data map and click next.

Click through until the wizard is finished. Navigate to Data Imports under the Data Management section to monitor the progress of you import.

Note: CRM 2011 Beta occasionally takes a while to complete uploads. Data imports are asynchronous processes that wait for server resources before processing. Because full data center resources have not yet been provisioned for 2011, sometimes the servers are backed up.

That’s it. Your import should finish with new users created. If you have any errors, open the import job and browse the errors, correct them, and try again.

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MS CRM 4.0 Removing the Outlook Client Download Link

October 13th, 2010 DynamicsMSCRM No comments

Added with Rollup 7 was a new link on the CRM web client header. This allows the users to easily download the CRM for Outlook installation. However, if this is not desirable it can be removed with the following registry setting.

HKLM\SOFTWARE\Microsoft\MSCRM. Add a new DWORD \ DisableOutlookSetupLink. Set it to a value of 1.

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Microsoft Dynamics CRM 2011 Beta

September 10th, 2010 DynamicsMSCRM No comments

With the release of Microsoft CRM 2011 Beta all informamtion about the product is now available for public discussion. Below is the link to down load the on premis version of the 2011 beta.

Download the Microsoft Dynamics CRM 2011 Beta.

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Phone and Video Calls from Gmail

August 25th, 2010 DynamicsMSCRM No comments

Although this is not really CRM its related as I spend half my day on the phone with CRM.

Google Voice and Video Chat was released August 25th and allows you to make phone and video calls from your gmail account free anywhere in the US.

I have been using MagicJack for the past year with good results but there are some locations that do not allow for a clear connection and some numbers that reject a MagicJack call.

Setup with straight forward and only took a few minutes. In addition you can route incoming calls to any other other number.

Video and phone calls from Gmail

Download

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MS CRM Load Balancing, a simpler option.

August 22nd, 2010 DynamicsMSCRM No comments

I have been struggling with Microsoft’s concept of CRM load balancing and server roles. After reading everything that I could get my hands on it appeared that just installing two or more full CRM installs would be the simplest and most redundant solution in some situations. While doing more research I found this blog entry from Customer Effective’s CEBlog that outlines the solution in a very simple and straight forward way which I have included below.

Can I run two Async Services?
According to the CRM Planning Guide at the botton of page 4-59, Miscrosoft says you can run two asyn services at once on seperate platform servers or full application servers. However, there is an known issue that is corrected in Update Rollup 7 or via this KB975490
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Separate Server Roles and Microsoft Dynamics CRM 4.0
One of the choices when deploying Microsoft Dynamics 4.0 is whether or not to separate server roles.

When you install Dynamics CRM on a server, the application layer (web server, CRM application) and the platform layer (asynchronous service, discovery service, sdk) run on the same server.

There are several reasons that you would want to separate server roles. For example, if you have a heavy quantity of asynchronous activity, such as imports, workflows or plugins, you don’t want to affect availability of the application, and you don’t want asynchronous operations to have a long backlog and slow down the amount of time it takes for new asynchronous operations to be processed.

Traditional Approach
The traditional way to separating server roles with Dynamics CRM 4.0 Enterprise was to select the separate server roles option when installing. This gives you the option to install the roles that you want on a server, so you can have one server be the application role, and have another be the platform role, for example.

Complexity
Before you do this, you should be aware that going with the separate server roles may introduce some complexity into your environment. When everything runs on one server, everything uses the same server URL; however, if the platform role is separated, things that hit the discovery service, such as the outlook client, email router, and custom code will need to hit the URL of the platform server, not the application server URL, and having two different addresses may add some confusion for certain users. If you elect to deploy your environment Internet facing, or IFD, so you have CRM available to people not on your network, there is a lot of complexity and frankly this option is not very well documented in the IFD scenarios documentation.

IFD and Separate Server Roles
if you have separate server roles, you will need to expose both the app server website and the platform server website externally. You will need to run the ifd tool on both the application and the platform server–this is not documented in the ifd scenarios document, but is required if you want external users to be able to configure Outlook clients in ifd mode, You will need to have ssl certificates on both the application and platform server, which will cost you extra. The IFD scenarios document doesn’t say this, but you will have to have your platform server URL be organization specific–if your CRM URL is myorg, for example, you will need the URL to be something like myorg.platform.company.com. again, not documented, but CRM will expect the org name to be in the Url when you configure the Outlook client. Users will have to configure their outlook clients using the platform server URL, not the CRM application URL. The reason for that is the outlook client connects to the discovery service during configuration, and the discovery service is part of the platform role, not the application. having a different CRM URL for outlook client and web client can be very confusing to some users.

An Easier Approach
As we have seen, the traditional approach to separating server roles may add some complexity to your CRM deployment; however, that doesn’t men you shouldn’t do it. Rather, there is another approach that achieves the same goals.

This approach is to install the full CRM application on both servers, both pointed at the same CRM databases. On server A, stop the asynchronous service, and on server B, start the asynchronous service. Drive all of your users to the URL of server A.

The end result is that, like with separate server roles, you have all application traffic handled by server A, and all asynchronous load handled by server B, but you avoid all of the complexity of traditional separate server roles. Users will be able to use the same URL for the web and outlook interfaces, and Internet facing deployment will be much more straightforward, requiring only on URL or ssl cert.

This is the approach that we recommend—it will make your life much easier.

Thanks To Alex Fagundes at Power Objects for providing input for this post.

Sourced From: CEBlog

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MS CRM Resource Center

August 18th, 2010 DynamicsMSCRM No comments

MS CRM Online Resource Center

Although the Resource Center within MS CRM can be often overlooked, it brings together links and information in one location that can be a time saver and a central source for information including:

Information to help you get started.

Tips to make you more productive.

In-depth descriptions of product features and recommendations for using them to build your business.

Examples and advice from subject matter experts.

Easy access to other online resources related to Microsoft Dynamics CRM.

You can find information related to Microsoft Dynamics CRM within the Resource Center, Help, and on other resources available on the Web. Search automatically finds articles, videos, and Help topics based on a word or phrase. Help topics are usually step-by-step procedures based on a specific task. Articles are about end-to-end solutions.

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Support for Microsoft Dynamics CRM 4.0 on Windows Server 2008-based computers

August 10th, 2010 DynamicsMSCRM No comments

4.0 on Windows Server 2008-based computers

To add the above roles before you install Microsoft Dynamics CRM 4.0 follow these steps:
1. Click Start, click All Programs, click Administrative Tools, and then click Server Manager.

2. Right-click Roles, and then click Add Roles.

3. Click Next to get to the Server Role Screen.

4. Mark the checkbox for the following roles, and then click Next.
Application Server
File Services

5. Click Next to get to the Roles Services for the Application Server.

6. Select the checkbox next to Web Server (IIS) Support. When the Add Roles Wizard box comes up, click Add Required Role Services, and then click Next.

7. Click Next to get to the Web Server Role Services, keep the existing checkboxes that are marked and mark the checkbox next to IIS 6 Management Compatibility, and then click Next.

8. Click Next to get to the File Services Role Services, mark the checkbox next to Indexing Service , and then click Next.

9. Click Install

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Microsoft launches a CRM app store

July 19th, 2010 DynamicsMSCRM No comments

Microsoft CRM app store

Microsoft is taking a page from rival Salesforce.com’s book and is launching an online store for third-party applications and services that build on top of its Dynamics CRM and ERP products.

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MS CRM Metadata Browser URL

June 1st, 2010 DynamicsMSCRM No comments
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