Dynamics CRM in the Field
Information from the Microsoft Dynamics CRM PFE team working in the field
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Dynamics CRM in the Field
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Table Bloat Due to Workflow Log Entries
One of the more common customer issues that has been coming up often lately is table bloat due to a large volume of completed or canceled workflow entries in the organization. There are three main tables that are impacted by this workflow history retention: AsyncOperationBase PrincipalObjectAccess...
29 Sep 2014
PFE Core Library for Dynamics CRM Documentation and Code Samples
Documentation. Always promised, rarely delivered. Our recently announced PFE Core Library for Dynamics CRM has proven no different. A shiny new box that when opened was missing its instruction manual. Well, not being one that succumbs to stereotypes, I decided to put Visual Studio aside for a moment...
21 Jul 2014
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...
14 Jul 2014
PFE Core Library for Dynamics CRM on CodePlex and NuGet
Last week, we publically released a C# .NET library for Dynamics CRM that's the result of multiple customer and partner advisory engagements. Predictably, for every development question we answer or recommendation we provide, a request for a code sample to illustrate the concept is sure to follow. When...
13 May 2014
Dynamics CRM Custom FetchXML Reporting with Multiple Datasets using Pre-Filtering
Sarah Champ (CRM)
I was recently assisting a CRM Online customer with troubleshooting a custom report they built. The report was running on the Opportunity as the main entity and also had 5 related datasets that were bringing in some specific connections related to that Opportunity. They were facing three big hurdles...
10 Mar 2014
PFE CRM Trace Log File Reader
Walter Grow (PFE)
There are going to be times that an issue with a Microsoft Dynamics CRM server will arise and the application log will not provide enough information to help resolve the issue. Or you might be asked by the Microsoft CRM support team for a trace log of the server to help troubleshoot an issue. Depending...
19 Feb 2014
Dynamics CRM 2011 and 2013 SDK Assemblies now on NuGet
Hey everyone – we have a great article today provided by a guest blogger Kenichiro Nakamura from our Japan office – he’s also a Microsoft Dynamics CRM PFE who recently joined PFE from the CRM support team. Recently, he’s been a blogging maniac on the Dynamics Japan blog , posting dozens of articles...
12 Feb 2014
Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 16
Contents : Build number, Download Center Page, Master KB article CRM Premier Field Engineering Update Rollup Podcast CRM Update Rollup Collateral Page Update Rollup News! Cumulative Update Rollup changes OrgDbOrgSettings Tool Deferring database updates General Update Rollup notes Update Rollup packages...
20 Jan 2014
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...
30 Dec 2013
CRM 2011 and ASP.NET Single Sign-on: Use WAUTH for Integrated Web Apps
What is 'wauth' and why do your integrated web apps need it to achieve seamless single sign-on (SSO) with Dynamics CRM 2011 (on-premise)? Suffice it to say that simply configuring Windows Identity Foundation (WIF) in your ASP.NET web app and federating it as a relying party (RP) to the same Identity...
30 Oct 2013
Chances are, you’ve recently read our Dynamics CRM 2011 Update Rollup 15 overview , read our post covering “ what you need to know about UR11CU ”, or read a partner blog article discussing UR15. Each of these highlights how UR15 continues to enhance user experience, be it via the Outlook client...
23 Oct 2013
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...
15 Oct 2013
6 Steps to Add a Deployment Administrator in Microsoft Dynamics CRM 2011
Walter Grow (PFE)
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...
7 Oct 2013
Dynamics CRM Multi-Series Bar Charting – Returns Secondary Y-Axis
Sarah Champ (CRM)
I was recently assisting a customer with some custom charting and dashboards in Microsoft Dynamics CRM 2011. One of their goals was to create a bar chart that allowed them to compare three currency fields by owner for the account entity. One of the features of creating multi-series charts in Microsoft...
17 Sep 2013
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...
19 Aug 2013
Use PowerShell: build a redist folder to install Dynamics CRM 2011 without an internet connection
Most likely you’ve read Shawn Dieken’s wildly popular article on how to create a redist folder when installing CRM without an internet connection . Today I was presented with a customer scenario where a server that should have had internet access did not and thus, we had to install without internet...
14 Aug 2013
Script errors when adding documents via the SharePoint integration CRM UR12+
As you may know, Dynamics CRM 2011 has the ability to embed a SharePoint document library within certain record types. After applying update rollup 12 most of us will likely want to take advantage of the ability to turn off HTC’s and tell Internet Explorer to use a standards based browser mode...
6 Aug 2013
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...
29 Jul 2013
CRM Sandbox Plugin Issues fixed in .NET 4.0 KB 2872041
NOTE: This blog was updated on 7/25/2012 : As some of you commented the binaries were missing from the KB article posted, the patches are now available for download within the KB apologies for any confusion around this. Adds/changes are highlighted below. On July 9th, 2013 the .NET team released...
22 Jul 2013
Defer Database Updates Installing CRM 2011 Update Rollups
Calling all CRM admins – here’s a tip you’ll want to bookmark for your next round of update rollups. Dynamics CRM 2011 Update Rollup executable packages automatically process and update the organization database updates during the installation. If your deployment has several large tenants...
22 Jul 2013
Microsoft Dynamics CRM 2013 and 2011 Update Rollups and Service Packs: Release Dates, Build Numbers, and Collateral
Microsoft Dynamics CRM 2013 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...
11 Jul 2013
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...
11 Jul 2013
Project and Download URL: http://orgDbOrgSettings.codeplex.com What are orgDbOrgSettings you ask? They work similar to registry settings but they’re stored in the CRM database instead of in a given servers registry. OrgDbOrgSettings control behaviors and various other CRM system settings and have...
3 Jul 2013
UR12 improves onchange event behavior of checkbox control
Raise your hand if you've formatted a two-option field on a Dynamics CRM entity form as a checkbox. Keep it raised if you've implemented client-side form logic triggered by changes to that field. Now, start waving your hand wildly if you've overridden the onclick event to invoke your logic immediately...
24 Jun 2013
CRM 2011 Performance: Take advantage of better query performance for your Quickfinds!
Hey everyone, as many of you may know we made some pretty big changes to how CRM retrieves data from SQL server, starting in UR10. Part of this was adding various measures and statistics to change the queries based on the dataset and the users access to records, we also added the ability to “hint” to...
6 May 2013
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