Posts Tagged crm 2011

Building Your Business Hub: Using the Power of Social for a More Productive Enterprise – CRM Connection – CRM Non-Technical Blogs – Microsoft Dynamics Community

Building Your Business Hub: Using the Power of Social for a More Productive Enterprise – CRM Connection – CRM Non-Technical Blogs – Microsoft Dynamics Community.

Major Service update released this morning! Especially love the cross- browser support being released Celendar year FY12!

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Re-Publish CRM Reports in SRS

Hi all,

Im back from my break and now 8 weeks into my new position as a CRM Manager with Deloitte Canada.

Today I came across some CRM 2011 challenges with Reports and having to re-publish my OOTB Reports to SRS.

This article is an ‘oldy’ but a goodie and still applies to CRM 2011. Use the application PublishReports.exe to re-post your Reports to Reporting Services Manager. See more here.

I hope to post more regularly as I learn more exciting tips and tricks with CRM 2011!

 

 

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Where is the CRM 2011 Metadata browser?

People have been asking “Where is the metadata browser in Microsoft Dynamics CRM 2011?”. For those of you who don’t know what the original metadata browser was, see Metadata Browser. The original metadata browser was removed from CRM 2011.

I’m happy to announce that the latest update to the Microsoft Dynamics 2011 Software Development Kit (SDK) includes a managed solution that replaces and I hope improves upon the original metadata browser.

To read more check out Jim Daly’s blog over at Microsoft here.

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Microsoft Dynamics CRM 2011 Top 10 in 10

In early December Microosft hosted xRM Cloud Acceleration Lab in Redmond, WA. They had 14 on-site advisors to help 16 partners develop their industry solutions using CRM 2011 Online, Azure, Office365. They were lucky to have 9 CRM MVPs as part of our on-site advsiors, who came all over the world to make this event even more successful.

During breaks they recorded a short video highlighting Top 10 Features of Dynamics CRM 2011 in less than 10 minutes. Watch the video on Channel 9 here.

 

 

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Microsoft Dynamics CRM 2011 – Global Launch

Happy New Year from the Dynamic xRM Solution’s team!

It’s back to business for us and we are now only day’s away from the global launch of CRM 2011.

Microsoft have schedule an online seminar where you will be among the first to hear Microsoft CEO Steve Ballmer introduce Microsoft Dynamics CRM 2011. You will see how it can help you boost sales, improve marketing, enrich customer service interactions, and accelerate line of business application development through xRM. Hear success stories from real customers who put Microsoft Dynamics CRM 2011 to work for them, and get a sneak peek view through engaging demos. Then, participate in one of our 15 different tracks especially designed to suit your business, industry and
IT needs.

This FREE global virtual launch event takes place on Thursday, January 20th, 2011, at 9 A.M. Pacific Time. Watch from the comfort of your home or office.

To register click here.

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Error message when you try to import Microsoft Dynamics CRM Online customizations into a Microsoft Dynamics CRM 4.0 organization

I encountered an interesting scenario yesterday with a client where I needed to import their CRM 4.0 Online customizations into CRM 4.0 On-premise (Which was in a Virtual Machine). Perhaps this scenario isn’t overly common, but going forward if you have CRM 4.0 Online customers who want to go to say CRM 2011 On-Premise then there a few things you need to know.

I discovered there are several customizations that are only applicable to CRM 4.0 Online that will prevent the import being successful. After some further digging I found there is a tool available called the Migration Processer Tool which will allow you to “transform” your XML and prepare it for On-Premise.
When the MigrationProcessor Tool runs, it runs various processors configured in the Processor config file. The current version runs the following processors:

  • Visualizations Processor
  • Internet Marketing Processor
  • Helpvisor Processor
  • Homepage Processor

All processors, except the last processor have the IgnoreValidationErrors set to true as the work is not really complete and the validations do not succeed until the last processor succeeds in processing if all processors deal with different aspects of cleanup in the same element. In this case when the Internet Marketing processor completes its job it still has validation failures againt site map xsd as there is still cleanup work needed to be completed by the Help Visor processor and so you get the validation errors. Once the last processor set in the config file runs we do not expect any more validation errors as the set processors have all completed the job of cleaning up.

To access the Migration Processor tool, follow these steps:

  1. Download Update Rollup 7 for Microsoft Dynamics CRM 4.0. To do this, visit the following Microsoft Web site: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=a4893988-7804-4e23-ab58-740441cc696e (http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=a4893988-7804-4e23-ab58-740441cc696e)
  2. Save the downloaded file to a folder.
  3. Click Start, click Run, type cmd, and then click OK.
  4. Change directories to the folder that contains the file for Update Rollup 7 for Microsoft Dynamics CRM 4.0, type CRMv4.0-KB971782-i386-Server-ENU.exe /x, and then press the ENTER key.
    • I didn’t actually install Rollup 7, I just followed the steps in order to access and copy the tool. My CRM is patched with Rollup 12.
  5. Click Save when you are prompted to save the extracted files.
  6. Change directories to the Tools/Customizationmigrationprocessor directory. The directory is located where the extracted files were saved in step 5.
  7. At a command prompt, run the Migrationprocessortool.exe file that is located in the Customizationmigrationprocessor folder. To do this, run the following command:

migrationprocessortool Customizationfile
Notes

    • The Customizationfile placeholder represents the location of the Microsoft CRM Online customization file that you want to process.
    • When you run the Migrationprocessortool.exe file, the tool processes the customizations. Then, the tool saves a new file that is named “ProcessedCustomization.xml” in the Customizationmigrationprocessor folder.
    • The ProcessedCustomization.xml file contains a new set of customizations.

After you covert the CRM Online customization file into a CRM 4.0 customization file, use the ProcessedCustomization.xml file to import Microsoft Dynamics CRM Online customizations into a Microsoft Dynamics CRM 4.0 organization.

Done! I did notice that some of the Navigation items were not showing as they were in CRM Online, but after customizing My Workplace I was able to get everything back in place.

Please see the Microsoft Support KB http://support.microsoft.com/kb/976978 for more information.

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Step by step: Installing CRM 2011 On-premise and Migrating from Dynamics CRM 4.0 (32 bits, on-premise)

I have been working with CRM 2011 in recent weeks and come accross Pablo’s blog detailing upgrade scenerios. In particular he has detailed a very relevant scenario I am facing doing a CRM 4.0 32 bit upgrade. I found this article to be very useful and wanted to share. Visit Pablo’s blog here.

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