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  • Blog Post: CRM Anywhere

    CRM In the Field
    Today Microsoft is announcing the next set of Dynamics CRM innovations to be released in the Q2 2012 service update.  Among other things, this service update will deliver the capability for customers to access the complete functionality of Microsoft Dynamics CRM on virtually any device with a new...
    on 6 Feb 2012

  • Blog Post: Building Multi-Purpose Silverlight Web Resources in Dynamics CRM 2011

    CRM In the Field
    A powerful point of extensibility in Dynamics CRM 2011, is the ability to build a library of re-usable Web Resources of varying content type and declaratively introduce those resources in various parts of the native interface to extend the presentation layer.  The web resource approach to extending...
    on 19 Jan 2012

  • Blog Post: Microsoft Dynamics CRM 2011 White Papers & Technical Documentation

    CRM In the Field
    I am often finding myself searching for CRM 2011 White Papers & Technical Documentation URL’s to reference or send to customers and while Bing works well to find these individually, I thought it would be nice to just try include them all in a single URL for easy reference. There are some other...
    on 28 Dec 2011

  • Blog Post: CRM Online Document Management with SharePoint Online (Office 365)

    CRM In the Field
    I’ve seen a number of questions coming through these days asking for steps to link CRM Online organizations with SharePoint Online for document management purposes. The following steps should walk you through this process: Create a CRM Online organization. If you need to create a 30 day trial...
    on 7 Dec 2011

  • Blog Post: How to Re-Send Failed CRM E-mails in bulk

    CRM In the Field
    I recently had a customer report an issue that CRM e-mails were failing to send out of Microsoft CRM. We were able to isolate the issue down to an Exchange issue by using the “Test Access” button in the E-mail Router Configuration Manager. The Exchange Admin fixed the issue and then we were...
    on 5 Dec 2011

  • Blog Post: ReportingAccountMemberOfSecurityGroupValidator Error When Installing CRM 2011 Reporting Extensions

    CRM In the Field
    I recenty worked through an issue where a customer was receiving the following error when attempting to install the CRM 2011 Reporting Extensions: Check ReportingAccountMemberOfSecurityGroupValidator : Failure: A Microsoft Dynamics CRM Server component is using the same account as the instance of...
    on 30 Nov 2011

  • Blog Post: CRM Online Performance Troubleshooting Ideas

    CRM In the Field
    The CRM Online performance topics listed below are general ideas that should be considered when working through performance issues. I will do my best to update this blog entry with new content when it becomes available. Questions To Ask Before digging in, we’ll need to get a better understanding...
    on 31 Oct 2011

  • Blog Post: Overview: Microsoft Dynamics CRM 4.0 Update Rollup 20

    CRM In the Field
    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...
    on 3 Oct 2011

  • Blog Post: Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 4

    CRM In the Field
    We're proud to announce that Microsoft Dynamics CRM 2011 Update Rollup 4 released Thursday Sept. 22nd, 2011! On Friday Sept. 23rd, 2011 at 9 AM Pacific Daylight Time, Greg Nichols and Mike Gast from the Microsoft Premier Field Engineering team will provide information about the recent release...
    on 16 Sep 2011

  • Blog Post: CRM 2011: Silently Installing Update Rollups

    CRM In the Field
    Many of my customers like to install CRM Outlook client update rollups silently in order to limit end-user interruption. It is possible to silently install Update Rollups. I've listed the necessary steps below: Download the CRM update rollup that you'd like to apply from the Microsoft Download...
    on 1 Aug 2011

  • Blog Post: CRM 2011 Outlook Client Configuration - XML Configuration File Tip

    CRM In the Field
    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...
    on 26 Jul 2011

  • Blog Post: Restoring a CRM database from SQL Enterprise to Standard

    CRM In the Field
    As many of us know, one of the new features of CRM 2011 is auditing functionality out of the box.  As part of this auditing functionality, CRM 2011 will automatically create a partition in SQL specifically for the auditing data.  The partition is beneficial from management and performance aspects...
    on 27 Jun 2011

  • Blog Post: PrincipalObjectAccess–Performance Recommendations

    CRM In the Field
    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...
    on 9 Jun 2011

  • Blog Post: CRM 4.0 Outlook Client has Grayed Out Filters with CRM 2011 Server

    CRM In the Field
    I was recently testing a scenario where the CRM 4.0 server was upgraded to CRM 2011 while the CRM Outlook clients were kept at CRM 4.0 for a period of time. I found through my testing that all CRM Outlook clients that had Outlook 2010 installed had their Offline and Outlook filters grayed out after the...
    on 5 Apr 2011

  • Blog Post: How to install Microsoft Dynamics CRM 2011 without an Internet Connection

    CRM In the Field
    Even with the connected world we live in, there are still going to be scenarios where you need to install CRM 2011 when there is no Internet connection available. The most common scenarios are for virtual (Hyper-V) demo environments and environments with firewalls and\or other security requirements that...
    on 29 Mar 2011

  • Blog Post: Ten Tips Prior to Uprading to the CRM 2011 Outlook Client

    CRM In the Field
    There's a great deal of information that can be found about installing and upgrading to the CRM 2011 Outlook client within the CRM 2011 Implementation Guide. During the first couple months of CRM 2011 being available, I've come across some very valuable tips that may help you when working with...
    on 16 Mar 2011

  • Blog Post: CRM 2011 Outlook Client: Ten Tips Prior to Uprading

    CRM In the Field
    There's a great deal of information that can be found about installing and upgrading to the CRM 2011 Outlook client within the CRM 2011 Implementation Guide. During the first couple months of CRM 2011 being available, I've come across some very valuable tips that may help you when working with...
    on 16 Mar 2011