Entity specific ribbon does not render in Outlook client when selecting sub-grid in the dashboard

When selecting a record in CRM 2011 within a dashboard in the Outlook client, the ribbon does not change to the entity related ribbon like it does in IE client.   This is a known limitation of the Outlook Client for Dynamics CRM 2011 Workaround Add the following Sub-area node to the sitemap. <SubArea Id="custom_dashboards2"…

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Help get your Case Solved Faster using Diagnostics

Microsoft Support is using Diagnostics to help automate data collection and data analysis when troubleshooting support incidents. Diagnostics allow our support teams to capture certain pieces of data about an environment to more efficiently resolve a customer case. Diagnostics can do basic data collection to gather information about product version, system configurations and settings, as…

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Mail Merge via CRM may create only one activity

  Problem: When performing a mail merge from CRM, only one CRM record is created if you browsed through the records in the preview Steps to Repro: 1. Start Outlook 2. On the folder bar, go to “Microsoft CRM” -> “Contacts” 3. In the contacts list, mark several contacts and click the Mail Merge (Word)…

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CRM 2011 On-Premise latency tool

Within CRM 2011 Update Rollup 4 a new diagnostics page is now available. This tool will help you identify and compare the user experiences across your branch offices in regards to the CRM Server. The tool is available upon the installation of the "CRM Server Update Rollup 4" via the below URL http://YOURCRMServer/Tools/Diagnostics/diag.aspx After hitting…

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Clean out trailing spaces in contact fields in Dynamics CRM

If you import Data over SDK Webservices you are able to import trailing spaces. These trailing spaces are normally trimmed from the UI and never got to the database, but over the SDK there is no trimming. If you synchronize contacts with outlook, Outlook parses the fields and trims the spaces. So this contact is…

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CRM Connectors Feature Pack 6 & CRM Online Security Features Released

The Connector for Microsoft Dynamics Team is pleased to announce the release of Feature Pack 6 of Connector for Microsoft Dynamics. This release ensures that your Microsoft Dynamics AX 2012 deployment will have the choice to integrate with Microsoft Dynamics CRM 4 or Microsoft Dynamics CRM 2011 in either an online or on-premise deployment. This…

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How to use CRM 2011 client with folder redirection

  As some of you may have noticed, using the CRM client with folder redirection as described for CRM 4.0 at http://blogs.msdn.com/b/emeadcrmsupport/archive/2010/03/19/using-folder-redirection-with-crm-outlook-client-ur7-or-higher.aspx no longer works with CRM 2011. The reason for this is a limitation of SQL CE allowing only for single connection for database access. A limitation which has always been in place for…

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Multi-Entity data file import mapping

Recently, we published a post on our global CRM Blog that talks about a feature in Microsoft Dynamics CRM 2011 through which you can Import data from a single source file into multiple entities. Importing two or more entities from a Single File http://blogs.msdn.com/b/crm/archive/2010/11/04/importing-two-or-more-entities-from-a-single-file.aspx The example in the Blog post and out of the box…

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Microsoft Dynamics CRM 2011 Implementation Guide Update

  Guide Topic Type Explanation Planning Plug-in registration verification Addition Added subtopic Plug-in registration verification that suggests removing duplicate plug-in assembly registrations before upgrade. Planning Server roles Addition Appended 2 subtopics with tables that list the component prerequisites and group membership requirements for each Microsoft Dynamics CRM server role. Planning Microsoft Dynamics CRM 2011 Mobile…

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CRM 4.0 IIS 7.x The specified Microsoft Dynamics CRM Server is not available

You many experience the following error when attempting to configure your CRM 4.0 outlook client against your CRM 4.0 Server running on IIS 7.x: “The specified Microsoft Dynamics CRM Server is not available. Make sure that the URL is correct. To test the URL, try opening it in Internet Explorer” You may also see 401…

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