Larry's Taco Talk

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Installing CRM 2011 on Windows Server 2012

Posted 4 months ago

by Larry Lentz [CRM MVP]

I am in the process of trying to install CRM 2011 onto a Windows Server 2012 with SQL Server 2012. There are many blogs/posts on the subject so I won’t repeat those here. However, I ran into a problem which will likely be encountered by others. After...
CRM Field Guide – Hot Off the Presses

Posted 7 months ago

by Larry Lentz [CRM MVP]

After 1029 days, the much awaited “ The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM ” is released! This 945 page book is the combined efforts of 19 MVP authors and MVP Julie Yack, our editor and publisher. It is comprised of 25...
Setting Caller (Sender) Field Dynamically in CRM 2011 Workflow

Posted 8 months ago

by Larry Lentz [CRM MVP]

CRM 2011 added the feature of Team ownership of records. This was a much asked for addition, but it does present some unexpected issues. Today I was playing with creating a Phone Call in a workflow. One of the fields in a Phone Call is the Sender (I prefer...
Running CRM 2011 on Windows 8

Posted 9 months ago

by Larry Lentz [CRM MVP]

I recently installed the Release Preview of Windows 8 on my notebook computer. Naturally being able to run CRM 2011 on it was a key issue. I installed Office 2010 64bit and attempted to configure the CRM client for Outlook. Installing was no problem but...
Troubleshooting CRM 2011 Security Role Issues

Posted 11 months ago

by Larry Lentz [CRM MVP]

I had a call the other day from a client who was having some issues with security roles. He had just hired a new inside sales rep and had assigned her the same security role as the other reps. But, she wasn’t able to properly access the data the way the...
CRM 2011 Access Denied! Oh no!!

Posted 11 months ago

by Larry Lentz [CRM MVP]

The other day I attempted to open my CRM 2011 and was asked to enter my user name and password. Strange I thought but I entered it nonetheless. It asked me for it again, apparently not liking what I had entered. I tried again, more carefully. And once...
Automatically Deleting Workflow Logs

Posted over 1 year ago

by Larry Lentz [CRM MVP]

A nice new, hidden, feature in Microsoft Dynamics CRM 2011 is the option to automatically delete the logs of successfully completed workflow jobs. This option is found at the bottom of the Administration tab of the workflow designer form. The System Jobs...
Configuring the CRM 2011 E-Mail Router on Small Business Server 2008

Posted over 1 year ago

by Larry Lentz [CRM MVP]

Recently I was trying to configure the CRM 2011 E-Mail Router on my SBS 2008 network. No matter what I tried, when I attempted to Test Access at the end, I would get an error. What error I received depended on what variation I was trying at the time....
Some Tips on Configuring IFD for CRM 2011 in an SBS Environment

Posted over 1 year ago

by Larry Lentz [CRM MVP]

I have just spent several days working through getting Claims Based Authentication and Internet Facing Deployment working on my CRM 2011 system. It was a bumpy road and I thought that I might help smooth the road a bit for others by posting a few tips...
Reconfiguring the CRM 2011 Outlook Client for IFD

Posted over 1 year ago

by Larry Lentz [CRM MVP]

When I first upgraded my CRM 4.0 to CRM 2011 I didn’t set it up with access via SSL and I only had it for internal use. So, when I configured my Outlook client I used the URL http://myCRM:5555 and used the organization MyOrg. I have just reconfigured...
Importing CRM 4.0 Organization into CRM 2011

Posted over 2 years ago

by Larry Lentz [CRM MVP]

The other day I blogged about Installing CRM 2011 RC On-Premise . Last night I decided to add some data to my initial test installation by importing my production CRM 4.0 data into my test CRM 2011 deployment. I was also curious as to how easy it would...
Installing CRM 2011 RC On-Premise

Posted over 2 years ago

by Larry Lentz [CRM MVP]

Today was the Release To Web (RTW) of Microsoft Dynamics CRM 2011 On Line. The Global Launch will be this Thursday with a keynote by Steve Ballmer. I took this occasion to install the CRM 2011 On-Premise (meaning you get a CD or whatever and load it on...
What’s New in CRM 2011

Posted over 2 years ago

by Larry Lentz [CRM MVP]

By the end of the year, Microsoft will launch their newest version of the customer relationship management program, Microsoft Dynamics CRM 2011 . This is being seen as a true game changer in the industry. There are many new features in CRM 2011, most...
Changing CRM Entity Names – A Shortcut

Posted over 2 years ago

by Larry Lentz [CRM MVP]

In the CRM Customization class I teach there is a chapter about changing entity names. Perhaps your company doesn’t like the term ‘Account’ and you’d prefer to use ‘Company’ instead. The sales pitches for CRM often show how easy it is to change the name...
Installing CRM UR11 Client

Posted over 2 years ago

by Larry Lentz [CRM MVP]

I am currently on vacation but wanted to check out the latest Microsoft Dynamics CRM Update Rollup 11 since it has some great enhancements for the CRM Client for Outlook. The Sonoma Partners have posted a great and concise article on the enhancements...
Restoring SBS 2008

Posted over 3 years ago

by Larry Lentz [CRM MVP]

Recently a client’s SBS 2008 server crashed! Never a good thing. For some reason we were unable to recover the System (C:) drive by regenerating the mirror. As a final resort I decided to recover the server from the backup. SBS 2008 has a somewhat different...
Convergence 2010 After Action Report - I

Posted over 3 years ago

by Larry Lentz [CRM MVP]

This past week I attended Microsoft Dynamics Convergence 2010 in Atlanta. Convergence is the annual Microsoft conference for the Dynamics products. MS CRM is a prominent member of this product group. The conference was held in the Georgia World Congress...
Microsoft Dynamics Convergence 2010

Posted over 3 years ago

by Larry Lentz [CRM MVP]

I’m getting ready to attend Microsoft’s Convergence, it’s annual conference for its Dynamics division. This is one of the largest conferences that Microsoft holds, hosting around 10,000 folks. Unlike a lot of Microsoft conferences, this one is largely...
CRMUG Forms TOLA Regional Chapter

Posted over 3 years ago

by Larry Lentz [CRM MVP]

The Texas, Oklahoma, Louisiana, & Arkansas (TOLA) Regional Chapter of the CRM User Group ( www.CRMUG.com) held its inaugural meeting on Thursday, April 8 th , at the Microsoft Office in Irving, Texas. We had a great turn out for our first meeting...
My New Blog Home

Posted over 3 years ago

by Larry Lentz [CRM MVP]

Larry’s Taco Talk has moved to the MS MVP blog site, http://www.msmvps.com/blogs/larrylentz . Of course, if you are reading this you already know that. This is my first post directly to the site so this is my somewhat quiet kick-off. Many thank yous to...
Larry’s Taco Talk is Moving

Posted over 3 years ago

by Larry Lentz [CRM MVP]

It appears Microsoft will be shutting down the TS2 Community blog site VERY shortly. Therefore Larry’s Taco Talk is moving to the MS MVPs blog site, www.MSMVPS.com/blogs/LarryLentz . Please follow me there!...( read more )
Larry’s Taco Talk is Moving

Posted over 3 years ago

by Anonymous

It appears Microsoft will be shutting down the TS2 Community blog site VERY shortly. Therefore Larry’s Taco Talk is moving to the MS MVPs blog site, www.MSMVPS.com/blogs/LarryLentz . Please follow me there!
Watch Out For the Organizer

Posted over 3 years ago

by Anonymous

Today I’ve been preparing for my trip to Miami tomorrow to teach a CRM class. I logged into my airline and had it send me my flight schedule. I dutifully added that to my Outlook calendar using the e-mailed meeting requests. Great. Then I promoted...
Recovering a Clobbered Outlook Note with Windows Home Server

Posted over 3 years ago

by Anonymous

Tonight we had a major crisis in the Lentz home. My wife accidentally clobbered an important Note she was keeping in Outlook. She didn’t delete it, that would have been easy. She managed to wipe out the contents. Recovering items from Exchange isn’t all...
CWR on SBS 08

Posted over 3 years ago

by Anonymous

For some time I have really loved CWR Mobility’s CWR Mobile CRM client for the Windows Mobile Smartphone. It worked great for me, until I upgraded my network to Small Business Server 2008 (SBS 08). From then (back in April) to today, I have longed to...

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