Dynamics CRM in the Field

Information from the Microsoft Dynamics CRM PFE team working in the field

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  • Blog Post: CRM 2015 Upgrade: A Few Things You Can Prepare Ahead of Time

    CRM 2015, which had been referred to as Vega or v7 , offers some exciting new features and enhancements. Some customers, especially on premise customers, are interested to know what they can prepare ahead of time to make their upgrade process faster, more efficient, and improve user experience. This...
  • Blog Post: The Dangers of Guid.NewGuid();

    Microsoft Dynamics CRM uses GUIDs as their primary key for the entity’s SQL table. Using GUIDs as a primary key is usually not the best item due the random sequence of numbers and letters. The Dynamics platform has an algorithm that generates GUIDs in sequential order. This special GUID enables...
  • Blog Post: Microsoft Dynamics CRM 2015 White Papers & Technical Documentation

    The CRM 2013 White Paper & Technical Documentation blog post that I wrote with all the links to the white papers was very popular, so I am doing a similar post for CRM 2015. I am often finding myself searching for CRM 2015 White Papers & Technical Documentation URL’s to reference or send to customers...
  • Blog Post: Static Content not cached properly in Dynamics CRM due to Vary:* header

    Recently I have worked on a few different performance cases where the customer was either seeing slow form load performance or noticed high bandwidth usage. To see what was happening I gathered a fiddler trace and looked at the traffic. When gathering a fiddler trace I always open the form twice in a...
  • Blog Post: Podcast and Overview: Microsoft Dynamics CRM 2013 Update Rollup 3

    Contents : Build number, Download Center Page, Master KB article CRM Premier Field Engineering Update Rollup Podcast CRM Update Rollup Collateral Page Upgrade path discussion Ramp up on Microsoft Dynamics CRM 2013! Important CRM 2013 Update Rollup considerations General Update...
  • Blog Post: Using Performance Analyzer for Microsoft Dynamics (DynamicsPerf) in a Development, Test, or QA environment

    I am cross posting this blog post from our AX In the Field blog post where Rod Hanson recommends using Performance Analyzer for Microsoft Dynamics (DynamicsPerf) in development, test or QA environments while load testing prior to moving to production.  This makes a lot of sense and is something...
  • Blog Post: Tips : Dynamics CRM 2013 Field Level Data Encryption Management

    Microsoft Dynamics CRM 2013 (on premise and online) introduces Field-Level Data Encryption, which encrypts several out of the box password fields – it does not apply to custom fields or any non-password fields. You can find more details here . This is great feature, yet you may encounter an issue when...
  • Blog Post: Supported configurations for the next version of CRM (v7)

    FYI Everyone – the product team released a blog post regarding supportability for the next major release of CRM (A.K.A. “Vega” as termed in the 2013 release preview guide , from a version standpoint it is expected to be v7). NOTE: This is a summary from the product teams posting – if you have comments...
  • Blog Post: Podcast and Overview: Microsoft Dynamics CRM 2013 Update Rollup 2

    Contents : Build number, Download Center Page, Master KB article CRM Premier Field Engineering Update Rollup Podcast CRM Update Rollup Collateral Page Ramp up on Microsoft Dynamics CRM 2013! Important CRM 2013 Update Rollup considerations General Update Rollup notes OrgDbOrgSettings...
  • Blog Post: CRM Online Test Instance Changes are now live (Sandbox Instances)

    Much of this content is a repost from: http://blogs.msdn.com/b/crm/archive/2014/03/20/introducing-sandbox-instances-in-crm-online.aspx More Test Environment (sandbox) UI capabilities are now launched for Dynamics CRM Online. If you’re an existing customer and have multiple instances you may...
  • Blog Post: PFE Dynamics @ Convergence 2014

    For those attending Convergence 2014 in Atlanta, GA in a few weeks, I wanted to let you know that we will have members of the PFE Dynamics team there presenting some great content.  In addition, make sure to follow @PFEDynamics on Twitter to get updates on other PFE Dynamics activities at Convergence...
  • Blog Post: Microsoft Dynamics CRM 2013 Implementation Guide (IG) and Software Development Kit (SDK) are now available on MSDN and TechNet!

    I just wanted to share with our blog followers that the Microsoft Dynamics CRM 2013 Implementation Guide (IG) and Software Development Kit (SDK) are now available on MSDN and TechNet! These have both been available via download since CRM 2013 released, but they were just recently published to MSDN and...
  • Blog Post: Announcing RAP as a Service for Dynamics CRM

    I am pleased to announce the General Availability of RAP (Risk Assessment Program) as a Service for Dynamics CRM . This Microsoft Premier Service takes our existing Health Check to the next level with on-demand data collection and analysis to give you the flexibility to check and re-check the state of...
  • Blog Post: Microsoft Dynamics CRM 2013 White Papers & Technical Documentation

    Updated: 10/27/2014 The CRM 2011 White Paper & Technical Documentation blog post that I wrote with all the links to the white papers was very popular, so I am doing a similar post for CRM 2013.  I will try to update this blog post quarterly with new white papers as well. I am often finding myself...
  • Blog Post: Podcast and Overview: Microsoft Dynamics CRM 2013 Update Rollup 1

    Contents : Build number, Download Center Page, Master KB article CRM Premier Field Engineering Update Rollup Podcast CRM Update Rollup Collateral Page Ramp up on Microsoft Dynamics CRM 2013! Important CRM 2013 Update Rollup considerations General Update Rollup notes OrgDbOrgSettings...
  • Blog Post: How to install Microsoft Dynamics CRM 2013 without an Internet Connection

    This blog article will walk you through installing CRM 2013 without an Internet connection. We put together a similar article for CRM 2011 that was very popular, so I figured I would do the same for CRM 2013 as it’s not currently in our Implementation Guide for CRM 2013. The most common scenarios...
  • Blog Post: CRM 2011 Platform Tracing – Registry vs. Windows PowerShell

    Should we enable CRM tracing via the Registry or Powershell? Answer: It depends. Let me explain. First, let’s talk about why you would turn on CRM Platform tracing. If you encounter and error in CRM and you are not able to determine the resolution to the issue by the error message and\or...
  • Blog Post: 6 Steps to Add a Deployment Administrator in Microsoft Dynamics CRM 2011

    I received a call from one of my customers where when a Deployment Administrator, that was recently added, was receiving SQL errors when opening the Deployment Manager console. The issue was the new Deployment Administrator did not have rights to the MSCRM_Config database. TechNet has a series of pages...
  • Blog Post: Performance: Turn off HTC’s and IE Compat Mode mode with Dynamics CRM 2011

    After applying update rollup 12 most of us will likely want to take advantage of a setting which disables HTC’s and allows CRM to take advantage of Internet Explorers latest standards based browser mode.  NOTE: This reference of HTC is not the mobile phone maker but instead DHTML behavior definitions...
  • Blog Post: Dynamics CRM 2011 UR11 Critical Update: What you need to know

    On July 27th, 2013 the Dynamics CRM team released a critical update for CRM 2011 targeted on the Update Rollup 11 codebase. The critical update can be downloaded here: http://www.microsoft.com/en-us/download/details.aspx?id=39691 and the KB article for it is found here: http://support.microsoft.com/kb...
  • Blog Post: Microsoft Dynamics CRM 2015, 2013, and 2011 Update Rollups and Service Packs: Release Dates, Build Numbers, and Collateral

    Microsoft Dynamics CRM 2015 Note: These Update Rollups update the following components available via the Microsoft Download Center with the exception of the two Mobile clients and SSRS Data Connector, which are not on the Download Center but are available elsewhere as noted below: Microsoft Dynamics...
  • Blog Post: Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 14

    We're proud to announce that all packages for Microsoft Dynamics CRM 2011 Update Rollup 14 were released on Thursday, July 11th, 2013 to the Microsoft Download Center! The Update Rollup 14 packages should appear on Microsoft Update on or about July 23rd, 2013. Update Rollup 14 Build number: 5.0...
  • Blog Post: Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 13

    We're proud to announce that all packages for Microsoft Dynamics CRM 2011 Update Rollup 13 were released on Wednesday, March 27th, 2013 to the Microsoft Download Center! We plan on releasing the Update Rollup 13 packages to Microsoft Update in April, 2013. Update Rollup 13 Build number: 5.0.9690...
  • Blog Post: Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 12

    We're proud to announce that all packages for Microsoft Dynamics CRM 2011 Update Rollup 12 were released on Tuesday, January 29th, 2013 to the Microsoft Download Center! All packages except Server were released to Microsoft Update on January 21st, 2013. We plan on releasing the server packages to Microsoft...
  • Blog Post: Improving Dynamics CRM Report Performance – Part 1 “The Basics”

    A lot of times customers have questions around how to improve reporting performance in Dynamics CRM. Of course, with every CRM deployment and report the answer may be different, but some tips can be applied more generally. In this post I will discuss some basic tips and tricks to improve your Dynamics...
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