Showing related information in a CRM 2011 form

With CRM 2011 on the verge of being released there are new features being introduced that will allow you to show  1:N related records in a Sub Grid but there is still a limitation of showing information that is from a N:1 (lookup) relationship.  Using some other new features of CRM 2011 I have created a…

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Anti-virus exclusions for Microsoft Dynamics CRM

A topic that comes up every so often is how to best handle anti-virus applications with Microsoft Dynamics CRM.  This is actually a great question as performance can be impacted negatively depending on how this has been configured.  Virus scanning can even lock certain files making them inaccessible to other applications.  Since Dynamics CRM can…


CRM 4.0 Outlook Client Error Message: Action Microsoft.Crm.Config.Client.InstallPstAction failed

If you’ve had the CRM 2011 Outlook client installed and decide to uninstall and install the CRM 4.0 Outlook client, you may run into the following error message (from the config log) when configuring the CRM 4.0 Outlook client: Error| Configuration exception.System.Exception: Action Microsoft.Crm.Config.Client.InstallPstAction failed. —> System.Runtime.InteropServices.COMException (0x8004010F): LaunchOutlookInstallerProcess failed. If you find yourself in…

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Microsoft Dynamics CRM Infrastructure

Because of our Infrastructure Design service, I get a lot of questions about infrastructure requirements for Microsoft Dynamics CRM.  Many times the customer is in the planning stages during these conversations and an overview of the infrastructure is appropriate.  Below is a video I put together to give a general overview of Dynamics CRM infrastructure,…


Podcast and Overview: Microsoft Dynamics CRM 4.0 Update Rollup 15

We’re proud to announce that Microsoft Dynamics CRM 4.0 Update Rollup 15 released Thursday Jan. 13th, 2011!  On Jan. 14th 2011 Greg Nichols, from the Microsoft Premier Field Engineering team, provided information and answered questions about the recent release of Update Rollup 15 for Microsoft Dynamics CRM 4.0: Update Rollup 15 Podcast Related links you should…

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Leverage the CRM Performance Toolkit to Successfully Test Performance and Manage Change

The Microsoft DynamicsTM CRM 4.0 Performance Toolkit (toolkit) was created by the Microsoft CRM product team to formalize testing of Microsoft CRM 4.0.  The performance toolkit can be used by the Microsoft CRM partners and customers to collect data to support their CRM deployment decisions. Customers have been using the toolkit for the past 3…

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Microsoft CRM System Job Views Explained

Have you ever wondered what the different views under the System Job entity actually meant?  If so, keep reading…..  First off, each System Job record relates to a record in the AsyncOperationBase table.  The AsyncOperationBase table is made up of a number of columns that serve different purposes.  For this blog, I’m only going to…

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Microsoft CRM 2011 – More Reasons to Upgrade

I blogged about some of the more important Microsoft CRM 2011 End User Features several months back.  I’ve recently put together a list of additional items that you’ll want to be aware of when considering an upgrade, or new install, to CRM 2011.  The features listed in the Core CRM section has a broad impact…

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Microsoft Dynamics CRM 2011 Release Candidate Bits Available

You can download the Release Candidate version of Microsoft Dynamics CRM 2011 from the Microsoft download servers at http://downloads.microsoft.com.  Here are the specific links to the various packages that can be downloaded: Locations: Component URL Server: http://www.microsoft.com/downloads/details.aspx?FamilyID=c3f82c6f-c123-4e80-b9b2-ee422a16b91d Client: http://www.microsoft.com/downloads/details.aspx?FamilyID=22dc423a-7194-491e-a169-6ace16bfdd36 Language Pack: http://www.microsoft.com/downloads/details.aspx?FamilyID=db44c564-2338-407e-980a-c9c83ad37729 Email Router: http://www.microsoft.com/downloads/details.aspx?FamilyID=a995f6ad-0099-42fd-9b22-cf7b3d40a2bf Business Intelligence Design Studio: http://www.microsoft.com/downloads/details.aspx?FamilyID=64a09b75-8376-4b9d-aea3-8a83a1837c4d SharePoint: http://www.microsoft.com/downloads/details.aspx?FamilyID=23c0f351-8694-4d92-9ddf-34a949aec6a7 This is still…

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Podcast and Overview: Microsoft Dynamics CRM 4.0 Update Rollup 14

We’re proud to announce that Microsoft Dynamics CRM 4.0 Update Rollup 14 released Thursday Nov. 18th, 2010!  On Nov. 19th, Greg Nichols from the Microsoft Premier Field Engineering team provided information and answered questions about the recent release of Update Rollup 14 for Microsoft Dynamics CRM 4.0:  Update Rollup 14 Podcast Related links you should know…

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