Creating a Simple File Share in Microsoft Dynamics CRM 4.0

Lately I have had some questions on how to display externally stored documents within CRM. and there are many ways to do this leveraging custom web pages or SharePoint document libraries. The options rely on other technologies and/or the creating custom code, so if you want a quick solution using minimal coding and without relying…

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MsiOpenPackage error when installing CRM 2011 RTM

I recently ran into an issue when attempting to install Dynamics CRM 2011 RTM.  The error I was getting was “MsiOpenPackage failed.”  This was popping up when I tried to run the SetupServer.exe, even with admin rights which seemed like a strange error.  It turned out that the CRM 2011 RC version was already installed on…

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Configuring the CRM Online 2011 Outlook Client Silently

When configuring the CRM Online  2011 Outlook client, many customers choose to have their end users configure manually, and I’ve had a few customers ask me if it’s possible to configure the CRM Outlook client with their CRM Online organization silently.  While it’s not necessarily an easy process, it is technically possible to silently configure the…

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"Navigation to the webpage was canceled" error is displayed when trying to open and view the Microsoft Dynamics CRM 2011 Implementation Guide (IG) .chm file.

I recently ran into an issue when trying to view the Microsoft Dynamics CRM 2011 Implementation Guide (IG) .chm file. http://www.microsoft.com/downloads/en/details.aspx?FamilyID=9886ab96-3571-420f-83ad-246899482fb4 I was getting the following error message:  “Navigation to the webpage was cancelled” I found out that this was being blocked on my machine based on some security settings.  I had to right click…

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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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