Dynamics CRM in the Field

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

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  • Blog Post: Dynamics CRM - Troubleshooting Workflows

    Another cross-post from the blog of Ritesh Ranjan . Enjoy! ---------------------------------- Business processes are an integral part of any enterprise software application. A business process can be of two types: automated processes that rely solely on communication among applications based on...
  • 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: CRM Upgrade Best Practices

    Updated on 8\14\2013 – I removed the NumThreadsForIndexCreation registry key as there was an update rollup that removed the significance of that registry key and your organization import\upgrade will actually fail if you use this NumThreadsForIndexCreation now. We have this documented in KB 2714807...
  • Blog Post: Using Fiddler To Check For Kerberos Auth

    Frequently I see customers trying to verify if their Kerberos settings ( http://bit.ly/QOEvLF ) are truly working or not. In the past we’ve used tools such as NetMon, Kerbtray, Klist, and others to verify this however, recently I found a very simple way to test if Kerberos auth is working or not...
  • Blog Post: Cleaning up CRM Sync Entry tables

    If you’re CRM system has been up and running for a long period of time and your users have the CRM Outlook client installed (or have had it installed in the past) you’ll find many tables starting in SyncEntry_ as well as SubscriptionStatistics_ in your database. These tables are used to track items that...
  • Blog Post: Viewing Detailed Errors for Failed Workflows in CRM

    Recently one of my customers noticed some of their workflows were failing and had been failing for quite some time without knowing it. When looking at the failed workflow instance within System Jobs it only showed a generic error message that did not provide enough detail to troubleshoot with. You could...
  • Blog Post: User experience while accessing CRM 2011 application servers while Update Rollups are being applied

    I had an interesting question from the field that warranted a response. The question, in the simplest terms, was: "If I have two CRM / web servers (with all server roles installed) behind a load balancer, I'll cut one out from the load balancer to install an Update Rollup. As the Update Rollup install...
  • Blog Post: Microsoft Dynamics CRM Stack Technology Compatibility List KB!

    One of the common questions I get is about Microsoft stack technology updates and if certain service packs or versions of a Microsoft product are supported with Dynamics CRM. Now we have all of this in one “Living KB”. For example; You can use this to find out if the latest version of SQL...
  • Blog Post: Dynamics CRM & SQL 2012 Compatibility

    Microsoft SQL 2012 RTM’d yesterday ( link ) and you’re probably wondering: “Can I upgrade my SQL Server instance to SQL 2012 if it hosts CRM databases?” and the answer is YES!  For CRM 2011 make sure you’ve installed update rollup 6 and for CRM 4.0 you should install update rollup 21 before upgrading...
  • Blog Post: How to Decrease 401 Responses in CRM Web Traffic

    When analyzing traffic from a web application such as CRM you may notice that many of the requests result in a 401 (Access Denied) before they get the 200 Success response. This is a normal authentication sequence for Kerberos or NTLM. Internet Explorer will first attempt anonymous access before any...
  • Blog Post: Overview: Microsoft Dynamics CRM 4.0 Update Rollup 21

    We're delighted to announce that Microsoft Dynamics CRM 4.0 Update Rollup 21 released Thursday February 9th,2012! Note regarding Podcast : Microsoft Dynamics CRM 4.0 Update Rollup 21 was discussed briefly during the CRM 2011 Update Rollup 6 Podcast delivered on October 26th, 2011. NOTE: Due to...
  • Blog Post: Walkthrough: Easily locate objects in ActiveDirectory by Guid

    Often times we have the need to confirm the location of the CRM Groups in Active Directory (AD) or find what AD object a user account in CRM is pointed to. Most recently our team had to re-image a server and as part of that process we had to confirm the location of all our CRM groups in Active Directory...
  • Blog Post: Help get your Case Solved Faster using Diagnostics

    Microsoft Support is using Diagnostics to help automate data collection and data analysis when troubleshooting support incidents. Diagnostics allow our support teams to capture certain pieces of data about an environment to more efficiently resolve a customer case. Diagnostics can do basic data collection...
  • Blog Post: Sure Step 2012 Has Released

    My name is Eric Newell and I manage the Premier Field Engineering team. We've been bringing you many great technical articles over the past year, and I wanted to broaden the scope of the blog site a little by highlighting some key non-technical concepts that are important to a successful CRM deployment...
  • Blog Post: Overview: Microsoft Dynamics CRM 4.0 Update Rollup 20

    We're delighted to announce that Microsoft Dynamics CRM 4.0 Update Rollup 20 released Thursday November 10th,2011! Note regarding Podcast : Microsoft Dynamics CRM 4.0 Update Rollup 20 was discussed during the CRM 2011 Update Rollup 5 Podcast delivered on October 26th, 2011. Related links you should...
  • Blog Post: Overview: Microsoft Dynamics CRM 4.0 Update Rollup 19

    We're delighted to announce that Microsoft Dynamics CRM 4.0 Update Rollup 19 released Thursday August 25th,2011! Note regarding Podcasts : Going forward, as Update Rollups for Microsoft Dynamics CRM 4.0 and CRM 2011 will be alternately shipping every 4 weeks and focus increases on CRM 2011 servicing...
  • Blog Post: CRM 2011 Outlook Synchronization Process

    Over the past few years, several Microsoft CRM 4.0 White Papers have been produced that cover both Outlook synchronization, as well as Offline synchronization. You can find these white papers at the following locations: http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=17594...
  • Blog Post: CRM Outlook Client - Network/Bandwidth Concerns

    I recently worked with a CRM 4.0 customer that was experiencing CRM outages due to their CRM Outlook clients in one location consuming a large amount of bandwidth. CRM Outlook clients do transmit and receive information with the CRM server for variety of reasons. I've listed a several of these reasons...
  • Blog Post: Overview: Microsoft Dynamics CRM 4.0 Update Rollup 18

    We're delighted to announce that Microsoft Dynamics CRM 4.0 Update Rollup 18 released Thursday June 30th,2011! Note regarding Podcasts : Going forward, as Update Rollups for Microsoft Dynamics CRM 4.0 and CRM 2011 will be alternately shipping every 4 weeks and focus increases on CRM 2011 servicing...
  • Blog Post: Microsoft Dynamics CRM Timeout settings

    There are a handful of timeout settings that can affect Dynamics CRM. In most situations the default setting is sufficient for these and they don’t need to be changed, however, there are times (such as during an upgrade) when these might need to be adjusted to let a certain process complete, or...
  • Blog Post: PrincipalObjectAccess–Performance Recommendations

    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...
  • Blog Post: Performance Analyzer for Microsoft Dynamics

    I wanted to make sure everyone is aware of a really great tool that can be used to measure and improve performance of Dynamics CRM based on the SQL Server. I recently used the tool for a Performance Review service and it worked really well. The tool is now publically available. Version 1.0 of the tool...
  • Blog Post: Outlook Shared Calendar access for Dynamics CRM

    I recently upgraded a customer from CRM 3 to 4.  All users were using the Dynamics CRM Outlook client and relied heavily on shared calendar access in Outlook.  Users needed to be able to schedule appointments for other users and update existing appointments, while syncing the appointments between...
  • Blog Post: How to Decrease 401 Responses in CRM Web Traffic

    When analyzing traffic from a web application such as CRM you may notice that many of the requests result in a 401 (Access Denied) before they get the 200 Success response. This is a normal authentication sequence for Kerberos or NTLM. Internet Explorer will first attempt anonymous access before any...
  • Blog Post: Using Fiddler HTTP Debugger for CRM Troubleshooting and Performance Tuning.

    Performance tuning continues to be one of the top requests from customers. When looking at performance from a client side perspective I will often use Fiddler ( www.fiddlertool.com ) to inspect HTTP traffic as the CRM pages are being loaded. Below is a screenshot that shows what the application looks...
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