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Installing CRM 2011 on Windows Server 2012

I am in the process of trying to install CRM 2011 onto a Windows Server 2012 with SQL Server 2012. There are many blogs/posts on the subject so I won’t repeat those here. However, I ran into a problem which will likely be encountered by others. After doing all the front end work recommended by other...

Posted to Larry's Taco Talk by LarryLentz on Sat, Dec 29 2012
Filed under: Filed under: CRM
CRM Field Guide – Hot Off the Presses

After 1029 days, the much awaited “ The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM ” is released! This 945 page book is the combined efforts of 19 MVP authors and MVP Julie Yack, our editor and publisher. It is comprised of 25 chapters that pretty well cover the CRM landscape...

Posted to Larry's Taco Talk by LarryLentz on Tue, Oct 2 2012
Filed under: Filed under: CRM
Setting Caller (Sender) Field Dynamically in CRM 2011 Workflow

CRM 2011 added the feature of Team ownership of records. This was a much asked for addition, but it does present some unexpected issues. Today I was playing with creating a Phone Call in a workflow. One of the fields in a Phone Call is the Sender (I prefer ‘Caller’). In version 4 workflow I would have...

Posted to Larry's Taco Talk by LarryLentz on Sat, Sep 8 2012
Filed under: Filed under: CRM
Running CRM 2011 on Windows 8

I recently installed the Release Preview of Windows 8 on my notebook computer. Naturally being able to run CRM 2011 on it was a key issue. I installed Office 2010 64bit and attempted to configure the CRM client for Outlook. Installing was no problem but when I attempted to configure it for my organization...

Posted to Larry's Taco Talk by LarryLentz on Sat, Aug 4 2012
Filed under: Filed under: CRM
Windows Server Failover Cluster 2012 in Depth

Find here all sessions from Tech-Ed which covers all details about Windows Server Failover Cluster 2012. Every session takes about one hour. But it is worth taking time watching all of the sessions.

Posted to WSSRA by Thomas K.H. Bittner on Tue, Jul 24 2012
Filed under: Filed under: General, SQL, Storage, Windows Server, Cluster, Hyper-V, SharePoint, System Center, SCVMM, Disaster Recovery, Hosting, Managed Services, OCS, Active Directory, NetApp, High Availability, Navision, CRM, DFS, BizTalk, SCOM, SCCM, SCMDM, Opalis, Cloud Computing, Dynamic Computing
Troubleshooting CRM 2011 Security Role Issues

I had a call the other day from a client who was having some issues with security roles. He had just hired a new inside sales rep and had assigned her the same security role as the other reps. But, she wasn’t able to properly access the data the way the others were. He examined the security roles and...

Posted to Larry's Taco Talk by LarryLentz on Mon, Jun 18 2012
Filed under: Filed under: CRM
CRM 2011 Access Denied! Oh no!!

The other day I attempted to open my CRM 2011 and was asked to enter my user name and password. Strange I thought but I entered it nonetheless. It asked me for it again, apparently not liking what I had entered. I tried again, more carefully. And once again I was prompted for my user name and password...

Posted to Larry's Taco Talk by LarryLentz on Fri, Jun 8 2012
Filed under: Filed under: CRM
Dynamics CRM 2011 UR8 Download Update Rollup 8

Here is a link to the Download: http://www.microsoft.com/en-us/download/details.aspx?id=29692 Jeff Loucks Chief Strategy Officer | Winrox | 425-577-7377

Posted to Winrox - Architecture of Acceleration(TM) by jeffl on Thu, May 3 2012
Filed under: Filed under: CRM, Dynamics, 2011, UR8
Error when running .NET Application that is consuming CRM 2011 Services

Hi All, I was trying to run a .NET application that consumes CRM 2011 WCF Services and i was getting this exception: Could not load file or assembly 'Microsoft.IdentityModel, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or...

Posted to Moustafa Arafa Blog by on Mon, Apr 30 2012
Filed under: Filed under: asp.net, CRM 2011, CRM
Automatically Deleting Workflow Logs

A nice new, hidden, feature in Microsoft Dynamics CRM 2011 is the option to automatically delete the logs of successfully completed workflow jobs. This option is found at the bottom of the Administration tab of the workflow designer form. The System Jobs log fills up with a lot of stuff, including workflow...

Posted to Larry's Taco Talk by LarryLentz on Fri, Apr 20 2012
Filed under: Filed under: CRM
Dynamics CRM–What is Supported–Different Rollups of Client and Server?

In a recent conversation with the Dynamics CRM products team the topic of supportability recently came up between different User Rollups(UR). Sustained Engineering does some testing against both scenarios, i.e. higher UR version on servers vs. clients and higher UR version on clients vs. servers...

Posted to Winrox - Architecture of Acceleration(TM) by jeffl on Tue, Jan 31 2012
Filed under: Filed under: CRM, Dynamics, Server, Different Rollups, Client
Dynamics CRM: 6 Principles of Customer Service to keep in Mind

Many times I run into situations where people think of software as IT and IT as technical skill. However CRM is about customers and its use is about establishing a corporate culture which embodies a system of beliefs about how these most valuable relationships are handled with care. As I have with sales...

Posted to Winrox - Architecture of Acceleration(TM) by jeffl on Mon, Dec 12 2011
Filed under: Filed under: CRM, Dynamics, Customer Service
Dynamics CRM–5 Principles of Sales to bear in mind while implementing

In the CRM world we always have to bear in mind the system is meant to reinforce good customer relationships. I have explored in my previous posts how from time to time people miss the mark. We need to bear in mind the principles which make sales people successful and gear the system to reinforce that...

Posted to Winrox - Architecture of Acceleration(TM) by jeffl on Fri, Dec 9 2011
Filed under: Filed under: CRM, Dynamics, Sales Process, Success, Principles
CRM Sales Process questions that give you part of the answer–But is it enough?

Many would have you believe that implementing a CRM system for Sales is about asking process questions like the ones that follow. While you read them think about what your organization is trying to accomplish and what your focus as a company is all about. Bear in mind your major strategies, product niche...

Posted to Winrox - Architecture of Acceleration(TM) by jeffl on Tue, Dec 6 2011
Filed under: Filed under: CRM, Strategy, Sales Process, Process, Vision
Dynamics CRM 2011 SDK 5.0.8

Microsoft Dynamics CRM SDK Version 5.0.8 is now live on MSDN library . Apparently the team is experiencing some technical difficulties with the download but it will be available tomorrow on MSDN downloads . The following is a summary of what you’ll find in this release: Updated binaries for the Portal...

Posted to Winrox - Architecture of Acceleration(TM) by jeffl on Thu, Dec 1 2011
Filed under: Filed under: CRM, SDK, 5.0.8
Dynamics CRM Tip: Get a Count of records using Reports

Reports are among the most interesting value in CRM. The following is some helpful information I dug up which I had hoarded away in the past. Reports can be used to group records based on a specific criteria and provide a count of records in each group using the Report Wizard. The count option...

Posted to Winrox - Architecture of Acceleration(TM) by jeffl on Tue, Nov 29 2011
Filed under: Filed under: CRM, Dynamics, count, reports, records
Outlook “Problem communicating with the Microsoft Dynamics CRM Server”

When a user tries to configure Microsoft Dynamics CRM Client for Outlook, by using the Configuration Wizard the following error message is displayed: There is a problem communicating with the Microsoft Dynamics CRM Server. The server might be unavailable. Try again later. If the problem persists, contact...

Posted to Winrox - Architecture of Acceleration(TM) by jeffl on Sun, Nov 27 2011
Filed under: Filed under: CRM, Dynamics, Problem, Outlook, Communicating
Dynamics CRM 2011 Auditing Capabilities OOBE

Back in August I gave a talk for the CRMUG about auditing. If you are a CRM user or partner you really should consider joining the user group since they offer great value for free and a lot of value added content for reasonable annual membership. Here are the slides for the presentation which was recorded...

Posted to Winrox - Architecture of Acceleration(TM) by jeffl on Sun, Oct 16 2011
Filed under: Filed under: User Group, CRM, Dynamics, Auditing, 2011
Windows Anti-Virus Exclusion List

A comprehensive all exclusion list for Windows Server Systems has been published on TechNet Wiki. http://social.technet.microsoft.com/wiki/contents/articles/953.aspx

Posted to WSSRA by Thomas K.H. Bittner on Wed, Aug 17 2011
Filed under: Filed under: General, Storage, Exchange, Windows Server, Cluster, Hyper-V, SharePoint, System Center, Data Protection Manager, Active Directory, Certificate Service, Forefront, Network Services, File Services, CRM, DNS, Windows Client, DFS, BizTalk, App-V, MED-V, Cloud Computing, Group Policy, IIS, SCDPM
Workflow Engine on the Cloud

For a workflow engine on the cloud you need following modules: SharePoint Developer Daschboard (can be activated with STSADM.EXE) BizTalk for Integration of Services SharePoint for Human Interaction AppFabric for Business Process Integration SharePoint Explorer (available on CodePlex to show a Directory...

Posted to WSSRA by Thomas K.H. Bittner on Thu, Jul 14 2011
Filed under: Filed under: General, SharePoint, Microsoft Online Services, Tools, Business Intelligence, CRM, BizTalk, Cloud Computing, Dynamic Computing

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