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Update Rollup 2 for Microsoft Dynamics CRM 2011

June 2, 2011

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 2 on Thursday, June 2, 2011.

The links below will take you to the necessary information about Update Rollup 2. If a link does not work, please refer to the Release Channel Schedule below to make sure it is past the release date listed.

Release Channel Schedule

  • CRM Online Datacenter: June 2, 2011
  • Microsoft Download Center: June 2, 2011
  • Microsoft Update: June, 28, 2011

General details about Update Rollup 2

  • Client packages installed manually by downloading the packages and running install will require administrative privileges. If the client packages are installed via the Windows Update (Microsoft Update) system, they will not require administrative privileges.
  • For help with installation please see the Installation Information section in KB2466086.

How to get support for Update Rollup 2

For support, please contact Microsoft Product Support. For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS.

Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem. The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

Cheers,

Matt Brown

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LinuxTag recap

May 19, 2011

Last week I spent a few days at LinuxTag 2011 in Berlin, Germany. This is quite an interesting an unique conference for me, as normally the conferences I attend are web and developer focused. LinuxTag has the interesting mix of developers, users, IT professional, and hackers. And when I say hackers, I mean hackers; folks [...]

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CRM MVPs Make Dynamics Most Influential People Top 100 list

May 13, 2011

imageA number of our CRM MVPs were recognized as Microsoft Dynamics Most Influential People Top 100. This annual list consists of influential people for all of the Microsoft Dynamics products, not just Microsoft Dynamics CRM. Microsoft Dynamics is a suite of integrated business management solutions for financial, supply chain and customer relationship management.

The Most Influential People in Microsoft Dynamics for 2011 is based on a number of criteria, and with more than 25,000 unique voters and more than 500,000 votes in total the annual list is now firmly established in the Microsoft Dynamics consciousness. More criteria information is available here.

The following CRM MVPs were recognized:

40 – Umar Khan

uMar Khan has developed into one of the leading Pakistan CRM Functional go to people. As a Microsoft CRM Dynamics Consultant working in Australia, uMar is currently focusing on implementing and enhancing Microsoft Dynamics CRM for different vertical industries; working with companies who wish to implement Microsoft Dynamics CRM and Microsoft Partners who are implementing CRM for their customers. uMar’s blog is one of the most widely read Indian CRM blogs and the success of his blog comes from his insights that he can bring to the functional issues that end clients continue to wrestle with.

44 – Jürgen Beck (second award)

Jurgen works as an independent consultant, programmer, trainer and author since 1995. Jurgen is a holder of a diploma in commerce with specialization in Business Information Systems. He graduated in 2002 with excellence from the University of Osnabrück in Germany. In the world of Microsoft technologies he is certified as a MCP, MCAD, MCSD.NET, MCDBA, MCITP, MCSE and MCT. He is also certified as MBS Certified Master and CRM Developer for Microsoft CRM.For his activity on the Microsoft .NET and Microsoft Dynamics CRM Community in Germany he was first awarded with the Microsoft MVP – Most Valuable Professional for Microsoft Visual C# followed by Microsoft Dynamics CRM. He is the first MVP for a Microsoft Business Solutions product in Europe. A consultant, trainer, author and programmer. He was the first MVP for a Microsoft Business Solutions product in Europe, also a MBS Certified Master. His books have created a following of over 3000 for his website and blog. Website: http://www.ComBeck.de

57 – Frank Lee (second award)

Frank is the President of Workopia Inc a premier Microsoft Dynamics CRM certified specialist for small and medium size businesses across America, Workopia began in 2003 and has grown to be the preeminent Dynamics CRM practice. Frank has been actively involved with Microsoft CRM implementations since v1.0 beta (2002). He has consistently achieved the MVP for Microsoft Dynamics, and his ability to customise not only small CRM solutions but the larger implementations comes from his previous Siebel experience. He is widely renowned in the channel as a speaker and his convergence talks are the most blogged in the CRM space.

71 – Matthew Wittemann (second award)

Matthew Wittemann, author of The Microsoft Dynamics CRM 2011 Administration Bible, is the CRM Practice Director of North Carolina (USA) based C5 Insight, a CRM and SharePoint consultancy that has been helping companies improve their use of technology in sales, marketing, service and operations since 2001. A six-time Microsoft MVP award recipient, Matthew is a frequent contributor to CRM industry publications and user communities. He is well-known for his ICU-MSCRM blog, a website dedicated to Microsoft Dynamics CRM, which he has maintained since the earliest versions of the software. He speaks internationally to technical and business audiences about implementing and leveraging the Microsoft Dynamics CRM platform. With a diverse background in web technologies, he has led the development of numerous complex and award-winning CRM deployments, and has recently turned much of his focus towards using Microsoft CRM and SharePoint technologies as a rapid application development platform.

97 – Leon Tribe

Dynamics CRM consultant and business thought leader based in Sydney, Australia. Leon regularly applies his skills to improve businesses through applying a strategic focus, implementing transparent processes and using technology to bring everything together. Initially working as a trainer/lecturer, Leon transitioned into technology and started working with CRM systems in the late 1990s. Consulting at Interact Commerce (now part of Sage) on the ACT! and Saleslogix products, Leon moved to Deloittes in 2001 to hone his consulting skills. Leon moved on to work with numerous customers across multiple industries and was part of the first group of consultants in Australia trained on the beta edition of Microsoft CRM 1.0 (now Dynamics CRM). Seeing the future of the product, Leon transitioned to Dynamics CRM and has worked almost exclusively with the product ever since. A prolific business writer, Leon has been writing on consulting and the CRM industry for almost ten years. These days Leon writes and contributes to industry books, writes his humorous syndicated blog, “Leon’s CRM Musings” (http://leontribe.blogspot.com), and regularly tweets.

Kudos!

JaAG

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Update Rollup 17 for Microsoft Dynamics CRM 4.0

May 9, 2011

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 17 on Thursday, May 5, 2011.

The links below will take you to the necessary information about Update Rollup 17:

General details about Update Rollup 17

Update Rollup 17 is cumulative. However, the Update Rollup 17 CRM Client and Data Migration Client packages require Update Rollup 7 to be installed. For all other CRM components, you do not need to install any previous Update Rollups prior to Update Rollup 17.

The Update Rollup 17 download contains updates for the 40 supported Language Packs. Prior to installing the Update Rollup 17 Language Pack, you must install the original Language Pack.

If you have Language Packs installed, you should

1. Download the Update Rollup 17 Language Pack

2. Install the Update Rollup 17 Language Pack

3. De-provision the Language Pack

4. Re-provision the Language Pack

  • Information about how to avoid reboots when installing the CRM Outlook Client can be found in the Update Rollup 4 blog posting.
  • The Update Rollup 17 Client can be deployed before the server is upgraded to Update Rollup 17.
  • Steps to make the Update Rollup 17 Client available via AutoUpdate can be found in the Update Rollup 4 blog posting. The Link and Patch IDs can be found in KB article 2477746.
  • Each update rollup could have fixes that require manual configuration. Please see the “Hotfixes and updates that you have to enable or configure manually” section in KB article 2477746.

How to get support for Update Rollup 17

For support, please contact Microsoft Product Support. For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft Web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS.

Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem. The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

Cheers,

Matt Brown

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Migrating Customizations to Microsoft Dynamics CRM 2011 Online

April 18, 2011

Guest blogger and CRM MVP Frank Lee shares his insights about moving CRM 4.0 customizations to CRM online.

Since the release of Dynamics CRM 2011 Online – I’d been asked by a number of our Dynamics CRM 4.0 Online customers how they can find out if their MS Dynamics CRM 4.0 customizations work in MS Dynamics CRM 2011 so they can be ready for their scheduled upgrade.

This week, I am working with a High Tech Semiconductor Failure Analysis (FA) services company to prepare for their MS Dynamics CRM 2011 (5.0) Online Upgrade. One of the key areas is to ensure their current MS CRM 4.0 customizations will work as expected in MS CRM 2011 (5.0).

Here are the steps on how to migrate MS Dynamics CRM Online 4.0 Customization to MS CRM 2011 (5.0) Online:

  • Export All Customizations from MS CRM 4.0 Online – Settings >> Customizations >> Export Customizations >> More Actions >> Export All Customizations

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Note: There is no support for exporting reports in MS CRM 4.0 Online. Any custom reports via Reports Wizard, Existing File, or Web Link will need to be manually migrated.

Setup a MS Dynamics CRM 4.0 On Premise Server Environment – Import the MSCRM 4.0 Online Customizations (from the previous step) to this environment and perform a Publish All.

- Microsoft Dynamics CRM 4.0 Server: 90-Day Trial Versions download and trial keys

- Ensure that this environment is a new installation that doesn’t contain any customizations, apply the latest Dynamics CRM 4.0 Update Rollup. Reference the MS Dynamics CRM 4.0 Implementation Guide for installation steps

- Since we are importing a customization file from CRM Online to On-Premise – review KB article to avoid this error:

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- Ensure that the customizations have been imported successfully – perform “Publish All Customizations” afterwards

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Note: The “Warning: systemuser: The systemuser entity was imported, but customized forms for the entity were not imported. Systemuser entity forms from Microsoft Dynamics CRM Live cannot be imported into on-premises or hosted versions of Microsoft Dynamics CRM” is normal

  • Perform the MS Dynamics CRM 2011 (5.0) Server Upgrade – this will upgrade all the customizations that were imported from Dynamics CRM Online 4.0 above

- Microsoft Dynamics CRM 2011 Server Download and Trial Product Keys

- Reference the MS Dynamics CRM 5.0 Implementation Guide for upgrade steps

- Ensure the 2011 Upgrade has been successfully completed

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  • Create a MS CRM 2011 Solution – add all the upgraded customizations into it so we can export it to our final target test environment: MS CRM 2011 Online

- Export the Solution as “Unmanaged”

  • Setup a MS Dynamics CRM 2011 Online Environment – Import the MS CRM 2011 Solution (from the previous step) to this environment and perform a Publish All

- Sign up for a FREE 30-Day MSCRM 2011 Online Trial, Setup & Training

-The Warning regarding importing a different version is normal

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- Ensure that the import of the Solution completed successfully – perform “Publish All Customizations” afterwards

This completes the test migration process of MS CRM Online 4.0 customization to MS CRM 2011 Online. Next step is to setup time with your CRM Users to validate their processes on the test environment and become familiar with the new MS CRM 2011 look.

If you would like to save time and would like our help to setup the above steps for your organization – contact me.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee

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Hidden Credentials and Passwords in SugarCRM

April 14, 2011

Hide Confidential Data In SugarCRM For Added Security
A quick trip to the water cooler could mean leaving your CRM system open to the roaming eyes of Peeping Toms, co-workers, or visiting clients. SugarCRM Professional and Enterprise editions come with a secure platform that restricts database entry with a user login. Role management features also extend protection and [...]

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Consumer Goods Success: Siebel CRM and Oracle CRM On Demand

April 12, 2011

Niko Group Improves Customers and Prospects Interactions with Siebel Niko Group, the Belgian parent company of Niko, Niko Projects, and Fifthplay, supplies Europe with innovative, stylish, and user friendly electrotechnical solutions and services. With a wide array of electrotechnical…

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Consumer Goods Success: Siebel CRM and Oracle CRM On Demand

April 12, 2011

Niko Group Improves Customers and Prospects Interactions with Siebel
Niko Group, the Belgian parent company of Niko, Niko Projects, and Fifthplay, supplies Europe with innovative, stylish, and user friendly electrotechnical solutions and services. Wi…

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A look back at this year’s SugarCon, SugarUNCon, and SugarCon Code Sprint

April 11, 2011

There’s a lot of buzz coming out of SugarCon this year, from upcoming product features in 6.2, acquistions, partnerships ( and then some ), IBM, and growing the Sugar ecosystem. While these activities definitely caught the wind of the industry analysts, I think some pretty amazing things happened during the festivities that should really excite [...]

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Update Rollup 1 for Microsoft Dynamics CRM 2011

April 7, 2011

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 1 on Thursday, April 7, 2011.

The links below will take you to the necessary information about Update Rollup 1. If a link does not work, please refer to the Release Channel Schedule below to make sure it is past the release date listed.

Release Channel Schedule

  • CRM Online Datacenter: April 5, 2011
  • Microsoft Download Center: April 7, 2011
  • Microsoft Update: April 26, 2011

General details about Update Rollup 1

  • Client packages installed manually by downloading the packages and running install will require administrative privileges. If the client packages are installed via the Windows Update (Microsoft Update) system, they will not require administrative privileges.
  • For help with installation please see the Installation Information section in KB2466084.

How to get support for Update Rollup 1

For support, please contact Microsoft Product Support. For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS.

Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem. The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

Cheers,

Matt Brown

Read the full article →