Using Microsoft Dynamics CRM 2011 and Internet Explorer 10


Here’s one to make note of. With the introduction of Windows 8, IE 10 is quickly becoming the standard for desktop browsers, with IE 11 right around the corner with Windows 8.1 Release this fall.

As of Update Rollup 10, Microsoft Dynamics CRM 2011 is compatible with Internet Explorer 10 for the desktop in Compatibility Mode. For Update Rollup 12, or the December 2012 Service Update, Microsoft Dynamics CRM 2011 is compatible with Internet Explorer 10 for the desktop without Compatibility Mode.

Please Note: In both of the above circumstances, Internet Explorer 10 support is limited to the desktop browser mode, and does not apply to the touch version of the browser.

We get a ton of support tickets in how do I setup my IE 10 to work best with CRM 2011. Here’s
what you need to accomplish:

To change the Compatibility Mode of Internet Explorer 10, follow the steps below:

1. Right-click the top toolbar within Internet Explorer 10

2. Select to mark Menu Bar

3. Point to Tools and click Compatibility View Settings

4. Here, mark the Display all websites in Compatibility View checkbox or enter the specific CRM URLs under Add this website and click Add

Known Issues
Known issues that may be encountered when using Microsoft Dynamics CRM 2011 with Update Rollup 10 in Internet Explorer 10 for the desktop in Compatibility Mode:
•The dropdown list doesn’t expand if there is only one item in it. For example:

1.Logon to the Microsoft Dynamics CRM web application
2.Click Service and click Service Calendar. Make sure the type is Resource
3.Click the drop down list View
4.Notice that the list items do not expand

http://support.microsoft.com/kb/2743941


CRM 2011 Outlook Client: Disable Mapi Caching not working after UR 14


CRM 2011 Dynamics Customers testing and deploying update Rollup 14, have noticed that performance issues resolved in Outlook Client have returned. The registry key for Disable Mapi Caching appears to be no longer be working (reintroduces poor outlook client performance).

Microsoft Support has confirmed that the setting has now been moved to the OrgDbOrgSetting as follows:

DisableMapiCaching Boolean

AddressBookMaterializedViewsEnabled Boolean

It’s recommended to keep your older registry key in place as well to avoid any further issues should a future update switch back to the registry key method.

For information on the OrgDbOrgSetting Tool for Microsoft Dynamics CRM 2011

http://support.microsoft.com/kb/2691237

For more details on the disable Mapi caching for CRM 2011 Outlook client, please review the Microsoft KBs:

http://support.microsoft.com/kb/288894

http://support.microsoft.com/kb/2585157

 

 


License and Mobile Changes in store for Microsoft Dynamics CRM 2013


Some more details emerged today about CRM Online License Model and Mobile Options for CRM 2013..

We plan to offer the following competitively priced license options for our next release of Microsoft Dynamics CRM Online:

Professional ($65*) For the core CRM users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation as well as marketing and customer care.  We believe most users will find this license best fits their needs.

Basic ($30*)  For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities.

Essential ($15*) For light-weight users who need to access custom applications developed in house or by our vast network of partners.

(*) CRM Online list price shown per user per month in USD, actual pricing might vary by geography. Other fees may apply for add-on services such as additional storage, testing and production instances. Prices are exclusive of any fees you may incur to procure Internet connectivity.

More details from the original blog can be found here:

http://community.dynamics.com/crm/b/crmconnection/archive/2013/07/08/introducing-a-more-flexible-and-personal-way-to-buy-microsoft-dynamics-crm-online.aspx#.UdriBPm1GZE

 

 

 


CRM 2011 Ribbon bar Missing after applying update Rollups? Here’s your fix.


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!blankribbonbar

 

 

 

 

 

 

My first response was to clean out your cache, and try it from another machine, as well as use the IE Private Browsing Session. The IE private browsing session did help resolve the problem, but this was not the solution.

In reviewing some issues further, we found a blog from Ben Klopfer about a similar issue. Ben reported the permanent fix is:

Log in to CRM as an administrator.

  1. Go to Settings > Administration.
  2. Click System Settings.
  3. On the “Customizations” tab, uncheck Load pages in the most recent version of Internet Explorer.

After making the change, Ben’s fix works great and the ribbon bar is now available. Ben’s original blog can be found here: http://thinketg.com/dynamics-crm-2011-ru-12-blank-ribbon-issue-resolution/. Thanks Ben!

 

 


Gearing up for Orion.. Are you ready to take the plunge?


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 lot of items we need to consider when getting ready Orion!

Remember, if you’re running CRM 3/4 you will still have to upgrade to CRM 2011 BEFORE moving to ORION.

Here’s my short list:

1. CRM namespace (jscript with crm.XXX) will no longer work and has been fully depreciated.)

2. Design Considerations for implementing the Process Flow UI – have you seen the process flow
UI available with (CRM Online code name Polaris)? If not, setup a trial or review my Convergence
debrief for screen shots. Sales users absolutely love the new Process Flow UI, great performance gains,
auto saves and one place instead of navigating to leads, accounts and contacts when working on an
opportunity. But consider how your business process can be revised in your existing CRM solution
to take advantage of this feature and the new form design. I expect that new features would only
be available to these new forms similar to the previous CRM Online Polaris release.

3. Consideration for running on SQL 2012 – CRM 2011 supports both 2008/2012 but for your new launch
consider migrating your servers to the latest releases.

4. Consideration for Windows Server 2012 – CRM 2011 supports both 2008/2012 but for your new launch
consider migrating your servers to the latest releases. ADFS 2.1 is also provided for Windows Server 2012,
but be currently not compatible with Online to OnPremise ADFS Federation if needed. (Use ADFS 2.0).

5. Remember to setup your test and development environments first! You will want to completely test this
rollout before deploying to your production servers. Also keep in mind that you need support your existing
CRM installation so a new development environment would be a good choice while you work thru testing Orion.

Stay tuned for more exciting announcements, screen shares and updates as we get closer!


CRM 4 Support: End of the Line! Time to Upgrade Folks! or fall 2 versions behind!


Microsoft Dynamics CRM 4.0 On-Premise Support Lifecycle, will change effective April 9, 2013.

So what’s changing?
On April 9, 2013, Dynamics CRM 4.0 moves from the mainstream support phase to the extended support phase. What this really means is that customers who are currently running CRM 4.0 On-Premise and would like to continue to do so (without having to upgrade in 2013) will no longer receive the following non-mission-critical support items:
• Non-security hotfix support
• No-charge incident support
• Warranty claims
• Design changes and feature requests

Customers are not forced to upgrade to CRM 2011, but they should consider and understand what these changes mean to their organization and CRM deployment going forward.

To be clear, we do still support our Dynamics CRM 4.0 customers, but the parameters of that support change April 9, 2013.


CRM 2011: Update Rollup 12 Vs Polaris (On Prem vs Online)


There has been a lot of confusion on what is available in the UR12 / December 2012 AKA Polaris Release.

The first thing to understand is that the new Process Flow UI is only in Microsoft Dynamics CRM Online. The cross browser functionality is available with both Microsoft Dynamics CRM 2011 On Premise and Online Releases, along with some nice SDK updates like the Bulk API allowing for faster data imports via the web services, the enable multiple requests allowing for requests to be batched up versus calling for authentication on each one, just to name a few – Partial list below:

•Updated User Experience FLOW UI (CRM Online Only)
•Bing Maps Built In Integration
•Activity Feed Enhancements – Like/Unlike
•HTC Support in CRM Forms (HTML Components)
•Extended or Cross Browser Support
•Yammer & Skype Integration
•Bulk Data Load – ExecuteMultipleRequest (Scribe integrations)
•New Attributes for Lead, Opportunity, Case – Internal use only
•Custom Workflow Activities for CRM Online
•Developer Toolkit Support for Visual Studio 2012
•Improvements to FetchXML (additional statements SQL Like)
•Bulk Data Load – ExecuteMultipleRequest (Scribe integrations)
•New Complex Control Entity – internal use for product updates
•New FormXML Properties – sub grid inline editing controls
•Side by Side – Outlook Forms

 

There are many sources for what’s in Update Rollup 12, and the December 2012 Release Guide is a good place start!

Microsoft Dynamics CRM 2011 Update Rollup 12 Link below:

http://support.microsoft.com/kb/2795627?wa=wsignin1.0

 

 


CRM 2011 Client Diagnostics Tool URL


Microsoft Dynamics CRM 2011 (with Update Rollup 4 and beyond) provides a great client diagnostic tool, that can help you troubleshoot performance
and network latency within your network environment. Note: Microsoft Dynamics CRM 2011 performs best in an environment with less than 150 MS latency.

From the Client Browser enter the following URL:

http:///tools/diagnostics/diag.aspx

Screen Shot Before Trace:
CRMDiagToolBlank

Screen Shot After Trace:
CRMDiagToolResults


CRM 2011 Update Rollup 12 has been released. Polaris is here!


Microsoft has officially released Microsoft Dynamics CRM 2011 Update Rollup 12, formerly known as Polaris.

https://community.dynamics.com/product/crm/crmnontechnical/b/crmconnection/archive/2013/01/29/announcing-the-availability-of-microsoft-dynamics-crm-2011-update-rollup-12.aspx

Download it here !

http://www.microsoft.com/en-us/download/details.aspx?id=36229

And let’s not forget our best practices!

http://msdynamicsworld.com/story/listen-voice-experience-decisions-will-help-or-hinder-microsoft-dynamics-crm-2011-upgrade