MS CRM 2013 Online Demos Available

October 9th, 2013 DynamicsMSCRM No comments
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MS CRM 2013 Client For iPad

October 9th, 2013 DynamicsMSCRM No comments

IPAD Client for CRM 2013 currently available on the App Store

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MS CRM 2013 User Experience Overview

October 3rd, 2013 DynamicsMSCRM Comments off
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Getting started with Microsoft Dynamics CRM 2013

October 3rd, 2013 DynamicsMSCRM Comments off
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MS CRM 2011 System Requirements and Required Components

May 2nd, 2013 DynamicsMSCRM Comments off

At a glance, the software requirements for Microsoft Dynamics CRM 2011 on-premises versions include all the software listed previously plus the following Microsoft Dynamics CRM Server 2011 software requirements:

Use the navigation links on the left to understand the requirements of any CRM 2011 component.

MS CRM 2011 System Requirements and Required Components

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MS CRM 2011 Compatibility List

May 1st, 2013 DynamicsMSCRM Comments off

This article is focused on recent and upcoming compatibility testing along with the most common compatibility asks seen in support. This article does not list every product that is compatible or not compatible with Microsoft Dynamics CRM. The purpose of this article is to supplement the information found in the Microsoft Dynamics CRM Implementation Guide.

The products that have a status of “TBD” means they are being considered for future compatibility and when that is determined and the testing is complete this article will be updated with the status.

Microsoft Dynamics CRM 2011

The following list of products have been tested or are currently being tested with Dynamics CRM 2011. The “Minimum CRM Version” and CRM Build Number” field list the minimum Microsoft Dynamics CRM version that has been tested an has compatibility with the listed product.

Product Minimum CRM Version CRM Build Number Status
.Net Framework 4.0 RTM 5.0.9688.583 Compatible
.Net Framework 4.0 PU3 TBD
.Net Framework 4.5 Update Rollup 8 5.0.9690.2243 Compatible
Active Directory Federation Services 2.0 RTM 5.0.9688.583 Compatible
Active Directory Federation Services 2.1***** Update Rollup 13 5.0.9690.3432 Compatible
Exchange Online (O365) Update Rollup 5 5.0.9688.1533 Compatible
Exchange Online (BPOS) RTM 5.0.9688.583 Compatible
Exchange Server 2000 - - Not Compatible
Exchange Server 2003 SP2 RTM 5.0.9688.583 Compatible
Exchange Server 2003 SP3 RTM 5.0.9688.583 Compatible
Exchange Server 2007 RTM 5.0.9688.583 Compatible
Exchange Server 2010 RTM 5.0.9688.583 Compatible
Exchange Server 2010 SP1 Update Rollup 12 5.0.9690.3236 Compatible
Exchange Server 2010 SP2 Update Rollup 12 5.0.9690.3236 Compatible
Internet Explorer 6 - - Not Compatible
Internet Explorer 7 RTM 5.0.9688.583 Compatible***
Internet Explorer 8 RTM 5.0.9688.583 Compatible
Internet Explorer 9 RTM 5.0.9688.583 Compatible
Internet Explorer 10 (compatibility mode) Update Rollup 10 5.0.9688.2730 Compatible*
Microsoft Application Virtualization (App-V) 4.6 - - Not Compatible
Microsoft Office Communications Server 2007 RTM 5.0.9688.583 Compatible
Microsoft Office Communications Server 2007 R2 RTM 5.0.9688.583 Compatible
Microsoft Report Viewer 2010 RTM 5.0.9688.583 Compatible
Microsoft SharePoint 2010 (all editions) RTM 5.0.9688.583 Compatible
Microsoft SharePoint 2013 Update Rollup 12 5.0.9688. Compatible
Microsoft Office SharePoint Server 2007 RTM 5.0.9688.583 Compatible
Microsoft Visual C++ Redistributable 2008 RTM 5.0.9688.583 Compatible
Microsoft Visual C++ Redistributable 2010 Update Rollup 6 5.0.9690.1992 Compatible
Microsoft Windows Installer (MSI) 4.5 RTM 5.0.9688.583 Compatible
MSXML 4.0 RTM 5.0.9688.583 Compatible
Office 2003 SP3 RTM 5.0.9688.583 Compatible*
Office 2007 SP2 RTM 5.0.9688.583 Compatible
Office 2007 SP3 Update Rollup 5 5.0.9688.1533 Compatible
Office 2010 RTM 5.0.9688.583 Compatible
Office 2010 SP1 RTM 5.0.9688.583 Compatible
Office 2013 MSI Update Rollup 10 5.0.9688.2730 Compatible*
Office 2013 C2R (Standalone) Update Rollup 10 5.0.9688.2730 Compatible*
Office 2013 C2R (side by side w/Office 2010) Update Rollup 10 5.0.9688.2730 Compatible*
Small Business Server 2011 Update Rollup 3 5.0.9688.1244 Compatible
SQL Server 2008 Express Edition SP1 RTM 5.0.9688.583 Compatible
SQL Server 2008 SP1**** RTM 5.0.9688.583 Compatible
SQL Server 2008 SP2**** Update Rollup 8 5.0.9690.2243 Compatible
SQL Server 2008 SP3**** Update Rollup 8 5.0.9690.2243 Compatible
SQL Server 2008 R2**** RTM 5.0.9688.583 Compatible
SQL Server 2008 R2 SP1**** Update Rollup 8 5.0.9690.2243 Compatible
SQL Server 2008 R2 SP2**** Update Rollup 8 5.0.9690.2243 Compatible
SQL Server 2008 R2 SP2 (CTP)**** Update Rollup 8 5.0.9690.2243 Compatible
SQL Server Compact 3.5 SP2 RTM 5.0.9688.583 Compatible
SQL Server Compact 4.0 Update Rollup 4 5.0.9688.1450 Compatible
SQL Server Active/Active Cluster** Update Rollup 1 5.0.9688.1045 Compatible
SQL Server 2012**** Update Rollup 6 5.0.9690.1992 Compatible*
SQL Server 2012 SP1**** Update Rollup 10 5.0.9688.2730 Compatible
Windows 7 (32bit and 64bit) RTM 5.0.9688.583 Compatible
Windows 7 SP1 RTM 5.0.9688.583 Compatible
Windows 8 (requires manual WIF enablement) Update Rollup 10 5.0.9688.2730 Compatible*
Windows RT - - Not Compatible
Windows Server 2008 (64bit) RTM 5.0.9688.583 Compatible
Windows Server 2008 R2 RTM 5.0.9688.583 Compatible
Windows Server 2012***** Update Rollup 13 5.0.9690.3432 Compatible
Windows Vista (32bit and 64bit) RTM 5.0.9688.583 Compatible
Windows XP SP3 RTM 5.0.9688.583 Compatible

Sourced From: http://support.microsoft.com/kb/2669061

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MS CRM 2011 Access License Key

May 1st, 2013 DynamicsMSCRM Comments off

A simple query but different enough from the 4.0 query that it is worth posting.

USE MSCRM_CONFIG
SELECT LicenseKeyV5RTM FROM ConfigSettings

Sourced From: Magnetism

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MS CRM 2011 Polaris demo – May 22nd (Updated Date)

April 23rd, 2013 DynamicsMSCRM Comments off

On May 22nd, 2013 from 1-2pm EST we will be showing a demo of the new Microsoft CRM UI – Polaris. This a 50K foot demo, catered towards Executives and VP. The link to register = Registration URL: https://attendee.gotowebinar.com/register/8494226852557454848
Webinar ID: 124-942-379

We will show:
• The new dashboards including BI
• The new forms – Lead, Account, Contact, Opportunity, Cases
• The new Process Flow (i.e. Sales Process)
• The new Case Flow

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MS CRM 2011 Integrating SharePoint 2013 and CRM 2011 

April 16th, 2013 DynamicsMSCRM Comments off

This is a simple process to integrate SharePoint 2013 with MS CRM 2011, this will work regardless of these being on premise or online. Below are the instructions, once doing this a few times it should be committed to memory and allow the integration quickly.

Part 1 CRM 2011

Within CRM go to Settings \ Document Management

Click on Document Management under Settings Tab from the left Navigation Page

Click on List Components and then Download the list component file from Microsoft Download Center CRM2011-SharePointList-ENU-amd64.exe and extract them

Three files are extracted, AllowHtcExtn.ps1, crmlistcomponent.wsp and mscrmsharepointeula.txt.
Only the crmlistcomponent.wsp will be used in the integration.

Part 2 SharePoint

Open your team site

or SharePoint 2013

Click on Site Action from the Top Link Bar and from the drop down select Site Settings NOTE: these steps may vary slightly for SharePoint online, the final link is the destination but the navigation can be different.

or SharePoint 2013

Click on Solutions under Galleries

or SharePoint 2013

Click on Solution from the top link bar and then click Upload Solution

Browse to the saved file crmlistcomponent.wsp and upload

Activate the wsp file just uploaded. Note: At times this can fail, keep trying and it should activate.

Part 3 back to CRM 2011

Under the Document Management Click on Document Management Settings. Select the entities you want to integrate with SharePoint You will need to specify the URL for your SharePoint Team Site. The url can be a sub site that you have created into you main team site.

Now click next and then Select the base entity

Click on next and it will give you a popup for creating libraries into Sharepoint Online. Just Click OK

CRM will create the folders and give the status as Succeed
Click on finish

Validate everything is working, open an account and click on Documents from the left Navigation Pane, it will give you a popup regarding creating folders in SharePoint, click OK. You can now attach any document or create any document from CRM 2011 online.

Sourced From: Shivam Dixit Dynamics CRM Blog

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MS CRM 2011 Database cannot be started in this edition of SQL Server

April 5th, 2013 DynamicsMSCRM Comments off

http://support.microsoft.com/kb/2567984

When trying to restore a Microsoft SQL Server Enterprise database to another server running Microsoft SQL Server Standard you get the following error:

Restore failed for Server ‘SQLServerName’.

Additional information:
An exception occurred while executing a Transact-SQL statement or batch. (Microsoft.SqlServer.ConnectionInfo)
Database ‘Org_MSCRM’ cannot be started in this edition of SQL Server because it contains a partition function ‘AuditPFN’. Only Enterprise edition of SQL Server supports partitioning. Database ‘Org_MSCRM’ cannot be started because some of the database functionality is not available in the current edition of SQL Server. (Microsoft SQL Server, Error: 905)

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MS CRM 2011 Enable WCF Compression to Improve Network Performance

March 29th, 2013 DynamicsMSCRM Comments off

If you have ever analyzed network traffic you would notice that IIS will automatically compress many types of content including images, jscript, and css pages. Compression is used improve the network performance by decreasing the number of round trips required to transfer data from the server to the client machine.

The CRM 2011 Outlook client uses WCF to retrieve data from the server. By default IIS will not compress WCF responses which have a mimeType of  ‘application/soap+xml;charset=utf-8′.  Since the WCF traffic is not compressed you may notice there is increased network traffic or performance is degraded when comparing CRM 2011 to CRM 4.0.  Typically I have seen a 30-40% reduction in response size once compression is enabled for the WCF responses. However once SSL is enabled on the CRM website the compression can reduce the size by 80-90%.

Below is a chart showing response size before and after compression is enabled within IIS. This is captured from a non-customized CRM 2011 environment with the sample data loaded. This shows improvements when loading the various views in the Outlook client.

No Compression Compression Compression + SSL
Activities View
Bytes Sent: 82,234
Bytes Received: 971,139
Bytes Sent: 82,234
Bytes Received: 722,786
Bytes Sent: 53,249
Bytes Received: 36,658
Accounts View
Bytes Sent: 105,084
Bytes Received: 219,102
Bytes Sent: 105,084
Bytes Received: 149,424
Bytes Sent: 67,586
Bytes Received: 25,837
Contacts View
Bytes Sent: 78,286
Bytes Received: 177,504
Bytes Sent: 78,286
Bytes Received: 122,090
Bytes Sent: 50,283
Bytes Received: 19,791
Leads View
Bytes Sent: 78,286
Bytes Received: 202,589
Bytes Sent: 78,286
Bytes Received: 141,021
Bytes Sent: 50,274
Bytes Received: 19,769

How to Enable WCF compression

You may enable compression either by using a command line or by manually modifying the ApplicationHost.config file on the CRM Server. Below are the steps for each process.

Note: You may notice an increase in CPU utilization with compression enabled so be sure to monitor CPU accordingly.

Enable compression using a command line.

a. Open the Command Prompt on the CRM Server.

b. Run the following command:

%SYSTEMROOT%\system32\inetsrv\appcmd.exe set config -section:system.webServer/httpCompression /+”dynamicTypes.[mimeType='application/soap%u002bxml; charset=utf-8',enabled='true']” /commit:apphost

c. Reset IIS for the setting to take effect.

Enable compression by manually updating the ApplicationHost.Config

a. On the CRM Server Navigate to:C:\Windows\System32\Inetsrv\Config\applicationHost.config and open it with notepad.

b. Search for the Section:“<dynamicTypes>” and in that section you should fine an entry that looks like this:
<add mimeType=”application/x-javascript” enabled=”true” />

c. Below that, add the following line:
<add mimeType=”application/soap+xml; charset=utf-8″ enabled=”true”/>

d. Save the file and reset IIS for the setting to take effect.

Note: For additional information about configuring HTTP compression, on TechNet, see the article Configuring HTTP Compression in IIS 7 at: http://technet.microsoft.com/en-us/library/cc771003(WS.10).aspx

The Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure whitepaper also includes a section on HTTP compression .

Sourced From:  Jeremy Morlock Microsoft Premier Field Engineer

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Microsoft Productivity Award for Customer Care: Oklahoma City Thunder, Partner: Hitachi Solutions

March 27th, 2013 DynamicsMSCRM Comments off

Microsoft Convergence 2013
Productivity Award: Customer Care Oklahoma City Thunder
Partner: Hitachi Solutions

https://lh3.googleusercontent.com/-wAYd3eRKo1k/UVNTYH8n2gI/AAAAAAAAHz8/F6wmK11qloI/s833/Customer%2520Care.jpg

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Hitachi Solutions monthly Microsoft Dynamics CRM 2011 Introduction demo

March 27th, 2013 DynamicsMSCRM Comments off

Hitachi Solutions monthly Microsoft Dynamics CRM 2011 Introduction demo is scheduled for April 10th, 2013 from 2-3pm EST. We will be covering the following information:

• Outlook – Converting an email
• Dashboards – Drill down, Exporting to Excel
• Marketing – Lead Qualification
• Sales – Opportunities, Workflows
• Service – Case Management, KB’s, Dialogs

https://attendee.gotowebinar.com/rt/3564587358749376256

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MS CRM 2011 Fragmented indexes were detected in the Microsoft Dynamics CRM database

March 26th, 2013 DynamicsMSCRM Comments off

During the import of an organization an error message may display “Fragmented indexes were detected in the Microsoft Dynamics CRM database”

Re-index the organisation databases

USE Org_MSCRM
GO
EXEC sp_MSforeachtable @command1=”print ‘?’ DBCC DBREINDEX (‘?’, ‘ ‘, 80)”
GO
EXEC sp_updatestats
GO

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MS CRM 2011 CRM Diagnostics Online\Onpremise

February 21st, 2013 DynamicsMSCRM Comments off

MS CRM 2011 CRM Diagnostics Online\Onpremise

https://lh4.googleusercontent.com/-THwyVrSdoUU/USZHOXAsbCI/AAAAAAAAHy4/XE2npdCwP94/s800/crm%2520diag.jpg

Online: https://orgname.crm.dynamics.com/tools/diagnostics.diag.aspx

On Premise: http://servername/orgname/tools/diagnostics/diag.aspx

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MS CRM 2011 Unsupported Security Settings – Microsoft Dynamics CRM Online requires that ActiveX Controls be enabled

January 24th, 2013 DynamicsMSCRM Comments off

Error message presented when accessing MS CRM 2011 Online with IE9.

“Unsupported Security Settings – Microsoft Dynamics CRM Online requires that ActiveX Controls be enabled. Your current security settings prevent this”

The resolution: The standard online URL format (https://organization.crm.dynamics.com/) was adequate for IE8. For IE9 however, you needed to include a path to the loader page. (https://organization.crm.dynamics.com/loader.aspx)

Sources From: Microsoft CRM Deployment Forum

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MS CRM 2011 Object Types

October 9th, 2012 DynamicsMSCRM Comments off

SELECT * from EntityView
ORDER BY ObjectTypeCode

NOTE: These are base system Object Types, due to custom entities this query can be run to account for missing ObjectTypeCodes from custom entities.

1 Account
2 Contact
3 Opportunity
4 Lead
5 Annotation
6 BusinessUnitMap
7 Owner
8 SystemUser
9 Team
10 BusinessUnit
11 PrincipalObjectAccess
12 RolePrivileges
13 SystemUserLicenses
14 SystemUserPrincipals
15 SystemUserRoles
16 AccountLeads
17 ContactInvoices
18 ContactQuotes
19 ContactOrders
20 ServiceContractContacts
21 ProductSalesLiterature
22 ContactLeads
23 TeamMembership
24 LeadCompetitors
25 OpportunityCompetitors
26 CompetitorSalesLiterature
27 LeadProduct
28 RoleTemplatePrivileges
29 Subscription
30 FilterTemplate
31 PrivilegeObjectTypeCodes
32 SalesProcessInstance
33 SubscriptionSyncInfo
35 SubscriptionTrackingDeletedObject
36 ClientUpdate
37 SubscriptionManuallyTrackedObject
40 TeamRoles
41 PrincipalEntityMap
42 SystemUserBusinessUnitEntityMap
43 PrincipalAttributeAccessMap
44 PrincipalObjectAttributeAccess
112 Incident
123 Competitor
126 DocumentIndex
127 KbArticle
129 Subject
132 BusinessUnitNewsArticle
135 ActivityParty
150 UserSettings
1001 ActivityAttachment
1002 Attachment
1003 InternalAddress
1004 CompetitorAddress
1006 CompetitorProduct
1010 Contract
1011 ContractDetail
1013 Discount
1016 KbArticleTemplate
1017 LeadAddress
1019 Organization
1021 OrganizationUI
1022 PriceLevel
1023 Privilege
1024 Product
1025 ProductAssociation
1026 ProductPriceLevel
1028 ProductSubstitute
1030 SystemForm
1031 UserForm
1036 Role
1037 RoleTemplate
1038 SalesLiterature
1039 SavedQuery
1043 StringMap
1055 UoM
1056 UoMSchedule
1070 SalesLiteratureItem
1071 CustomerAddress
1072 SubscriptionClients
1075 StatusMap
1080 DiscountType
1082 KbArticleComment
1083 OpportunityProduct
1084 Quote
1085 QuoteDetail
1086 UserFiscalCalendar
1088 SalesOrder
1089 SalesOrderDetail
1090 Invoice
1091 InvoiceDetail
1111 SavedQueryVisualization
1112 UserQueryVisualization
1113 RibbonTabToCommandMap
1115 RibbonContextGroup
1116 RibbonCommand
1117 RibbonRule
1120 RibbonCustomization
1130 RibbonDiff
1140 ReplicationBacklog
1200 FieldSecurityProfile
1201 FieldPermission
1202 SystemUserProfiles
1203 TeamProfiles
2000 UserFiscalCalendar
2001 UserFiscalCalendar
2002 UserFiscalCalendar
2003 UserFiscalCalendar
2004 UserFiscalCalendar
2010 Template
2011 ContractTemplate
2012 UnresolvedAddress
2013 Territory
2020 Queue
2027 License
2029 QueueItem
2500 UserEntityUISettings
2501 UserEntityInstanceData
3000 IntegrationStatus
3231 ConnectionRole
3232 ConnectionRoleAssociation
3233 ConnectionRoleObjectTypeCode
3234 Connection
4000 Equipment
4001 Service
4002 Resource
4003 Calendar
4004 CalendarRule
4005 ResourceGroup
4006 ResourceSpec
4007 ConstraintBasedGroup
4009 Site
4010 ResourceGroupExpansion
4011 InterProcessLock
4023 EmailHash
4101 DisplayStringMap
4102 DisplayString
4110 Notification
4200 ActivityPointer
4201 Appointment
4202 Email
4204 Fax
4206 IncidentResolution
4207 Letter
4208 OpportunityClose
4209 OrderClose
4210 PhoneCall
4211 QuoteClose
4212 Task
4214 ServiceAppointment
4215 Commitment
4230 UserQuery
4250 RecurrenceRule
4251 RecurringAppointmentMaster
4299 EmailSearch
4300 List
4301 ListMember
4400 Campaign
4401 CampaignResponse
4402 CampaignActivity
4403 CampaignItem
4404 CampaignActivityItem
4405 BulkOperationLog
4406 BulkOperation
4410 Import
4411 ImportMap
4412 ImportFile
4413 ImportData
4414 DuplicateRule
4415 DuplicateRecord
4416 DuplicateRuleCondition
4417 ColumnMapping
4418 PickListMapping
4419 LookUpMapping
4420 OwnerMapping
4423 ImportLog
4424 BulkDeleteOperation
4425 BulkDeleteFailure
4426 TransformationMapping
4427 TransformationParameterMapping
4428 ImportEntityMapping
4500 RelationshipRole
4501 RelationshipRoleMap
4502 CustomerRelationship
4503 CustomerOpportunityRole
4567 Audit
4600 EntityMap
4601 AttributeMap
4602 PluginType
4603 PluginTypeStatistic
4605 PluginAssembly
4606 SdkMessage
4607 SdkMessageFilter
4608 SdkMessageProcessingStep
4609 SdkMessageRequest
4610 SdkMessageResponse
4611 SdkMessageResponseField
4613 SdkMessagePair
4614 SdkMessageRequestField
4615 SdkMessageProcessingStepImage
4616 SdkMessageProcessingStepSecureConfig
4618 ServiceEndpoint
4700 AsyncOperation
4702 WorkflowWaitSubscription
4703 Workflow
4704 WorkflowDependency
4705 IsvConfig
4706 WorkflowLog
4707 ApplicationFile
4708 OrganizationStatistic
4709 SiteMap
4710 ProcessSession
4800 WebWizard
4802 WizardPage
4803 WizardAccessPrivilege
4810 TimeZoneDefinition
4811 TimeZoneRule
4812 TimeZoneLocalizedName
7100 Solution
7101 Publisher
7102 PublisherAddress
7103 SolutionComponent
7105 Dependency
7106 DependencyNode
7107 InvalidDependency
8000 Post
8001 PostRole
8002 PostRegarding
8003 PostFollow
8005 PostComment
8006 PostLike
9100 Report
9101 ReportEntity
9102 ReportCategory
9103 ReportVisibility
9104 ReportLink
9105 TransactionCurrency
9106 MailMergeTemplate
9107 ImportJob
9333 WebResource
9502 SharePointSite
9508 SharePointDocumentLocation
9600 Goal
9602 GoalRollupQuery
9603 Metric
9604 RollupField
10021 msdyn_PostAlbum
10022 msdyn_PostConfig
10023 msdyn_PostRuleConfig

Listed are the system Object Types, the query will also display Object Types for custom entities.

Sourced From: Pablo Peralta’s Blog

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MS CRM 2011 Principal Object Access Table (POA)

October 8th, 2012 DynamicsMSCRM Comments off

Posting publicly but still under edit, links provided are orginal sources.

You may or may not know the POA (principal object access) table is a table for sharing of records. Basically if you try to access a record that you do not own the system will check the POA and if the permission is there then you can access the record.

http://blogs.msdn.com/b/crminthefield/archive/2010/08/16/excessive-principalobjectaccess-poa-table-growth-in-crm-4-0.aspx
(START BLOG)
I often times work with customers that enter a large number of records inside their Microsoft CRM system. When reviewing their CRM table counts, they sometimes find that they have a larger than expected number of records in the PrincipalObjectAccess table (POA). The POA table is used to provide access to specific records for CRM users, and each record in the POA table represents one CRM object that is related to one CRM user. Records created in the POA table come from one of four ways:

• Share reassigned records with original owner: CRM System Settings

o If this is set to Yes, then records would be added to the POA table whenever an assign takes place. These records will have a value in the AccessRightsMask colum of the POA table.

• Direct sharing: Actions – Sharing

o When users explicitly share a record to another user, a record would be created in the POA table. These records will have a value in the AccessRightsMask colum of the POA table.

• Reparent Setting: Relationship Behavior

o Each entity has relationships with other entities (ex. Account to Case). By default, the Reparent option is set to Cascade All. With this setting, sub records would be shared to the owner of the parent record. For example: Let’s say that User1 owns Account1. User2 has access to Account1 and creates a case underneath Account1. With the out of the box Reparent options, a record would be created in the POA table that would give User1 access to the newly created case. These records will have a value in the InheritedAccessRightsMask colum of the POA table.

• Indirect Sharing

o When sharing occurs through a direct share, assignment, or parenting, if the relationship is set up to cascade the share to child records, additional records will be created in the POA table in order to give proper permissions to the new user for the relevant child records. These records will have a value in the InheritedAccessRightsMask colum of the POA table.
The Reparent setting is what seems to come as a surprise to some customers. Many customers will keep the Reparent setting set to Cascade All. This is a perfectly acceptable setting, but if the majority of your users already have access to the records that are being shared to them through their security role, the records in the POA table may not be providing much of a benefit.
It is possible to change the Reparent setting to Cascade None. In this scenario, records would not be auto-created in the POA table for the owner of the parent record. Building off of the example mentioned above: User1 owns Account1. User2 has access to Account1 and creates a case underneath Account1. With the relationship set to Cascade None, a record would not be created in the POA table for User1.
(END BLOG)

So, how do we determine the amount of sharing within the Pulse system. I have found an XML report for 2011 that will outline the sharing that is happening with the system.

http://sharingsummary2011.codeplex.com/

Also, I believe it would be good to run this script in order to see what types of Sharing is happening within the POA table, this may make the report not necessary but I feel that everything should be on the table.

select ObjectTypeCode, COUNT(ObjectTypeCode) as total
from PrincipalObjectAccess
group by ObjectTypeCode
order by total desc

SAMPLE RESULTS
ObjectTypeCode EntityName total
5 Annotation 3.166.458
4200 ActivityPointer 838.042
112 Incident 415.500
1 Account 38.087
4230 UserQuery 135
9100 Report 104
150 UserSettings 88
8 SystemUser 88
9106 MailMergeTemplate 20
2010 Template 3
4.458.525

More information on the POA table and understanding it, I have not fully explored this yet.

http://community.dynamics.com/product/crm/crmtechnical/b/crmcustomereffective/archive/2012/06/01/unmasking-crm-s-principalobjectaccess-table-with-a-free-secret-decoder-ring.aspx

So how do we manage the POA, here are some recommendations.

http://blogs.msdn.com/b/crminthefield/archive/2011/06/09/principalobjectaccess-performance-recommendations.aspx

(START BLOG)
One of the topics of discussion that can come up during the planning phase for a customers CRM implementation is Business Unit structure and sharing, which leads to the PrincipalObjectAccess (POA) table. As the POA table grows in size due to the sharing of records, which can be frequent in environments with a complex Business Unit structure, CRM performance can suffer. Below are some general recommendations that we provide to customers that are anticipating their deployment will have a complex Business Unit structure and/or frequent sharing of records.

• Share only what is needed

o By limiting the amount of sharing that takes place, we will reduce the total number of records in the POA table

o For more on sharing and the POA table see Jon’s post

http://blogs.msdn.com/b/crminthefield/archive/2010/08/16/excessive-principalobjectaccess-poa-table-growth-in-crm-4-0.aspx

• Minimize the number of Business Units where possible

o Help reduce the need for sharing records

• Ensure users are placed in the appropriate Business Unit

o Can a user be moved further up the Business Unit hierarchy to give them the necessary access to records in another Business Unit

• Modify Security to allow users to see information outside of their Business Unit

o This will also reduce the need for sharing

• Once a record does not need to be shared any longer, stop sharing it

• Enable the EnableRetrieveMultipleOptimization registry key

o http://support.microsoft.com/kb/2535245

o Enabling this will cause the queries to make use of temp tables

 Evaluate splitting TempDB out to its own physically separate RAID array

• Ensure frequent queries that involve the POA table have appropriate indexes in place

Not all of these will be applicable to all deployments but the goal of most of these is to provide customers items to consider while they are planning out their Business Unit structure.
(END BLOG)

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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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Categories: System Requirements Tags:

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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