This deployment and administration documentation, known as the Implementation Guide or IG in previous versions of Microsoft Dynamics CRM, is a set of comprehensive deployment and administration topics that can help you plan, deploy, configure, customize, and maintain Microsoft Dynamics CRM 2015 (on-premises) or Microsoft Dynamics CRM Online. http://technet.microsoft.com/en-US/library/hh699811(v=crm.7).aspx
It’s that time of year again, when all the CRM User base gets together for the biggest CRM user group event of the year. CRMUG Summit is a great place to learn, network and do all things CRM! Some details to the event can be found here. If you’re attending, see […]
Before you say not again!, CRM 2015 has been announced and should be available by years end. From my initial testing, I can tell you we have reached a very stable, almost turning point with our common CRM platform. Now, like the ERP systems, we are going to see functionality enhancements not system re-designs, while […]
We recently stumbled upon an issue when upgrading a customer from CRM 4.0 to CRM 2013. As is required, you must first upgrade the 4.0 database to 2011 and then from 2011 to 2013. The 4.0 to 2011 upgrade succeeded without error but threw an error when going from 2011 to 2013. 2013 was on […]
We have a few customers still running CRM 3.0 after all these years. With the excitement of CRM 2013, they have decided to upgrade at one shot. Dynamics CRM 3.0 can upgrade to CRM 4.0, or one version at a time. The users don’t have be aware of this step, only the end game which […]
Microsoft has begun switching over many of our Microsoft Dynamics CRM customers to CRM 2013. Here’s some things you should know about the overall process: 1. Ensure you have another environment (test/dev) that matches your CRM production setup. This is a best practice by far. Not having a test environment, makes troubleshooting and changes in […]
When you install ADFS on a Windows Server 2012, the built-in ADFS role included is ADFS 2.1. When setting up Microsoft Dynamics CRM 2011 (UR13+ required), you will get an error message that tells you that IFD Authentication fails when trying to access the discovery service by external applications. Apparently the documentation for update UR13 says this has been […]
While working on a routine CRM 2011 installation, all system checks passed except for Microsoft SQL Server’s. It failed with “The SQL Server ‘Server Name’ is unavailable. Gut instinct was firewall issues here. Disabled Windows Firewall on SQL an CRM servers but still […]
A co-worker of mine was testing a CRM 2011 On Premise implementation where he had recently updated to rollup 12/13. He started to notice that the ribbon bar was completely missing! My first response was to clean out your cache, and try it from another machine, as well as use the IE Private Browsing […]
The Microsoft CRM Product Team has been hard at work getting ready to deliver CRM “Orion” to the masses. We have heard we will receive the preview releases to begin testing very soon – (NDA-Safe :). We have also heard that Microsoft support was also training on the Orion Release. From Convergence 2013, there’s a […]