Microsoft CRM 2011 – End User Focused Features

There are a huge number of new features that are scheduled to be made available in CRM 2011.  You’ll find auditing functionality that will allow you to more easily track what changes have been made to records in CRM, all the way to a rich SharePoint document management integration within CRM. In this blog, I’m…

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Microsoft CRM Advanced Find – Powerful Queries through Regarding and Related Records

Our CRM product includes advanced find functionality that allows users to create complex queries in order to return specific datasets.  Once a set of data is isolated, the user can do many different CRM actions.  Several common examples are listed below: Work with the precise set of data in a variety of ways (ex. edit,…

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PodCast – Planning for Microsoft Dynamics CRM 2011

Mike Gast and I just finished a podcast on planning for Microsoft Dynamics CRM 2011.  We discussed the new hardware and software requirements, as well as some of the new features coming in CRM 2011 and what you can do now to prepare for your CRM 2011 upgrade or installation. Listen to the podcast here: http://www.blogtalkradio.com/pfedynamics/2010/10/04/planning-for-microsoft-dynamics-crm-2011…

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Podcast and Overview: Microsoft Dynamics CRM 4.0 Update Rollup 13

I’m delighted to announce that the Microsoft Dynamics CRM 4.0 Update Rollup 13 was released on Thursday Sept. 23,  2010!  Update Rollup 13 Podcast Greg Nichols from the Microsoft Premier Field Engineering team provided information and answered questions about the recent release of Update Rollup 13 for Microsoft Dynamics CRM 4.0.  Related links you should…

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The Microsoft Dynamics CRM 2011 beta is now available!

Great news!  Today we released the Microsoft Dynamics CRM 2011 beta. The CRM Product Team just posted their blog entry that has all the great sales and marketing information. http://blogs.msdn.com/b/crm/archive/2010/09/09/microsoft-dynamics-crm-2011-global-beta-released.aspx The Dynamics CRM Premier Field Engineering (PFE) team encourages everyone to go out and download the beta, review the documentation, install, test, and begin building…

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CRM Performance Toolkit

The Microsoft Dynamics CRM 4.0 Performance Toolkit is a toolset used by the Microsoft development teams when testing performance on Dynamics CRM.  The toolkit is a free download available at http://crmperftookit.codeplex.com.  It contains various tools that allow you to extend Visual Studio testing capabilities to accommodate CRM specifically including: 1.       ImportCustomization Tool 2.       DbPopulator Tool…

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Benchmarking 101

               What on earth is a Benchmark? The purpose of this blog is to explain the conducting of a Microsoft Dynamics CRM Benchmark.   This entry will serve as a Benchmarking 101, and try to lay out the basics of what it all entails.  To try and illustrate it, I’ll use the example that was given…

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Diagnosing CRM Issues with Tracing

Tracing is a way to get detailed information about the inner workings of your Microsoft Dynamics CRM Server and Outlook Client’s. Tracing is very simple to use and is the 2nd level of effort when hunting down issues. The first step is at the functional level. This includes application settings, workflows, and looking at scripts….

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Rollup Versioning

  Knowing what version of software is running is essential to maintaining and administrating a healthy Dynamics CRM system. In addition, knowing the update version build is important because when you have an issue, it may have been resolved in an update. The best practice when maintaining a system is to be aware of the updates and…

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Excessive PrincipalObjectAccess Table Growth in CRM 4.0 from the Reparent – Cascade All Setting

I often times work with customers that enter a large number of records inside their Microsoft CRM system.  When reviewing their CRM table counts, they sometimes find that they have a larger than expected number of records in the PrincipalObjectAccess table (POA).  The POA table is used to provide access to specific records for CRM…

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