Dynamics CRM in the Field

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

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  • 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...
  • Blog Post: CRM 2013 Form Upgrade experience

    This post has been cross posted from The Microsoft Dynamics CRM Blog and describes considerations that customizers will want to take into account when upgrading CRM forms to CRM 2013. When using CRM 2013 or the CRM Online Fall '13 upgrade, it doesn't take much time to realize that the form layout...
  • 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 - Release Preview Guide is now available!

    Bob Stutz posted a blog today highlighting the release of the Microsoft Dynamics CRM 2013 Release Preview Guide! I recommend that you check out his blog post here and then download the Release Preview Guide for complete details! We are planning to continuously update this Get ready for the next release...
  • Blog Post: 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...
  • Blog Post: Dynamics CRM 2013 – formerly codename: “Orion”

    If you haven’t heard yet, there have been some recent disclosures in the Dynamics CRM world – you may recall the next version of Dynamics CRM was code named Orion – it now has officially been named “Dynamics CRM 2013.”  So, you want to know all the juicy details on CRM 2013?  Stay tuned, we...
  • Blog Post: PFE Dynamics at "The Big Easy" - Convergence 2013

    For those attending Convergence next week, 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. Below is a list of the sessions...
  • Blog Post: Watch out for this CRM 2011 Workflow upgrade gotcha!

    I was recently working with a customer who was getting an error when importing a solution into a CRM 2011 organization.  The solution was the default solution from an organization that had recently been upgraded from CRM 4.0, and the error was pointing to a specific Workflow that wouldn’t import...
  • 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: 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: CRM 2011 Server Setup Commonly Asked Questions

    As customers are starting to plan for CRM 2011 installations and upgrades, we’ve begun to see questions regarding environment setups. Here’s a list of the questions I’ve seen thus far: Q: Are the CRM 2011 Report Extensions (commonly referred to as the “report connector”...
  • Blog Post: CRM 2011 Outlook Client Configuration - XML Configuration File Tip

    If you're attempting a command line CRM 2011 Outlook client installation using an XML configuration file, you may run into the following error: 12:12:46| Info| Client Configuration Wizard Running Mode : Silent 12:12:47| Error| Exception : Sequence contains no matching element at System.Linq.Enumerable...
  • Blog Post: CRM Upgrade

    With the recent release of CRM 2011, we have been seeing a lot of activity around test upgrades to CRM 2011. I recently ran into a scenario that others may run into around the upgrade to CRM 2011 that can significantly extend the amount of time your upgrade will take to complete. One of the earlier steps...
  • Blog Post: Dynamics CRM upgrade–SSRS issues

    I recently completed a CRM 3.0 to 4.0 upgrade for a customer and ran into a couple SQL Server Reporting Services issues during the upgrade.  The SSRS errors took longer to fix than anything we ran into for CRM specifically. The first error came when attempting to point the SSRS server to the new...
  • Blog Post: Upgrading from CRM 3.0 to 4.0: Performance Tweak (Workflows)

    For those of you that used our workflow feature heavily in 3.0, it's possible that you may have had your CRM 4.0 upgrade timeout while converting workflows. A good chunk of the upgrade was spent on upgrading records in the 3.0 wfprocessinstance table. In order to increase the timeout length, many customers...
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