17 January 2013

Rollup 12 for CRM2011 (released)

Initially supposed to release on 10/January, end up discovered issue that could potentially impact the database.
If you manage to download the server bits before they withdrew from download center, please do not apply until further notice.

Message from MSCRM VP

Some side information regarding the impact on SharePoint Integration with latest CRM 2011 Online service update.
Reported issue
[updated on 18/Jan]

Server and others update has released again.
check the browser compatible list belows:
http://support.microsoft.com/kb/2784954

[updated on 30/Jan]

03 December 2012

How to control what CRM records sync into Microsoft Office Outlook



With Dynamics CRM 2011 outlook client, users can view CRM data even they are not connected to CRM. Synchronized too much data might not be a good idea as it will reduce performance and user experiences.

In CRM2011, users can specify the filter on:
  • what data they wanted to take offline
  • what data they wanted to sync to their outlook’s folder
To configure Office Outlook 2010 filters,
1.       Navigate to File>CRM> Synchronize dropdown.

2.       After clicking the “Outlook Filters”. Users can change the filter to control what data sync into their outlook.
The dialog contains list of different entities type being configured and their status.

Offline Synchronization Filters
Outlook filters affect CRM items which have counterparts in Outlook, like Tasks, Contacts and Appointments. They control what data gets synced to Outlook folders, such as the Contacts folder or Calendar.
Outlook Synchronization Filters
Offline filters affect the CRM folders in Outlook, and they specify what data gets stored on your machine when you disconnect from the internet (Go Offline).

If user missing CRM data while Offline, we can modify the Offline filters.
If user is taking long time to Go Offline, we can deactivate some of the data filters to reduce amount of data being sync.
User Filters
These filters belong to you, and it defined what information gets synced down from CRM to Outlook.
Systems
These filters configured by the system administrator, and they apply to everyone.



09 November 2012

Firewall Port Requirements for CRM 2011

Some useful information for enterprise level environment installation.
List of ports to be enabled in firewall before running your CRM2011 installer.

Download the full requirement below.
Download

31 October 2012

Yammer Dynamics CRM Integration

Yammer announced a native integration with CRM few days ago!
Announcement


Meanwhile, the detail information on how we can use and integrate with CRM yet to be confirmed.
For example: CRM online, on premises and activity feeds etc...

Will try to update here once I get the update, it is good to see that more and more native integration build in with MSCRM :)

11 October 2012

CRM2011 UR 11 is available!

Will be release on 11-Oct, click the build number tab on this website for detail.
KB2739504

08 August 2012

CRM2011 setup log file location


Some good to know information during CRM 2011 installation process.

The log file will be created in the following path:

C:\Users\<LoginName>\AppData\Roaming\Microsoft\MSCRM\Logs

LoginName is the user name that you are using for installation