Important Dynamics CRM V Next 7.0 Release & Planning Details


Important information about supported configurations in the next release for CRM

As we ship the Microsoft Dynamics CRM 2013 Service Pack 1 and CRM Online Spring ‘14 releases, we’re looking ahead to our next release of CRM. As with other releases of CRM in the past, we find the need to add and remove items from our supported configurations list to keep current with technology, and allow us to provide you the best product possible.

Changes in supported platform software

For the next release, we’re removing the following operating systems from our Microsoft Dynamics CRM Server support matrix:
•Windows Server 2008
•Windows Server 2008 R2
•Windows Small Business Server (All versions)

We’re removing the following SQL Server versions from our Microsoft Dynamics CRM Server support matrix:
•Microsoft SQL Server 2008
•Microsoft SQL Server 2008 R2

We’re removing Microsoft Dynamics CRM for Outlook support for:
•Windows Vista
•Windows Server 2008 Remote Desktop Services
•Microsoft Office 2007

Our current plan for Microsoft Dynamics CRM Server is to target only Windows Server 2012, Windows Server 2012 R2, and SQL Server 2012 for the next release time frame.

Note that we’re exploring support for SQL Server 2014 with Microsoft Dynamics CRM Server, but we haven’t made a decision at this time.

Changes in items specific to the CRM application

Client API (JS)

We’re removing the following client SDK (JavaScript) APIs:
•GetServerUrl()
•IsOutLookClient()
•IsOutlookOnline()

This means that if your customizations are using any of these API commands, your code will likely break after you upgrade CRM.

We’re modifying the possible return values from GetFormType() to remove the ReadOnly and CRM 4.0 QuickForm Types. This means that we’re removing two values from the possible results of GetFormType(). However, it’s unlikely that your code will be affected by this because we removed the forms types in CRM 2013.

Please see Client-side Context Reference for CRM 2013 for alternative methods to use

Form system

We’re removing the following form items:
•Read-optimized forms
•CRM 2011 forms that were updated in CRM 2013

This means that you must upgrade your forms to use the new CRM 2013 form system before upgrading to the next release.

Entities

The Kit type of Product will be deprecated, which means that we’ll do base testing only and will be removing this feature in the next release. Please update your customizations to not use this entity.

Upgrade rules

We’re making database merge mandatory on upgrade. This means that you won’t be able to bypass this process during the upgrade from CRM 2013 to the next release of CRM.

Email Router

Support for Exchange 2007 connectivity to and from the CRM Email Router will be deprecated, which means that we’ll do base testing only and will be removing this capability from the CRM Email Router in a future release.

Browsers

We’re dropping support for Internet Explorer 8 and Internet Explorer 9.

Note that Internet Explorer 8 and 9 won’t route to Microsoft Dynamics CRM for phones by default, they will continue to route to the main application. However, they won’t provide an optimal experience and any issues reported will need to be validated on a supported browser.

2007 SDK SOAP Endpoint

We’ll be removing this endpoint, which was deprecated in CRM 2013. You shouldn’t use this endpoint for any new extensions.

Information provided from the Microsoft Team blog.
http://blogs.msdn.com/b/crm/archive/2014/05/14/important-information-about-supported-configurations-in-the-next-major-release-for-crm.aspx


CRM 2013 Upgrade Flurry has Started! Upgrade Checklist


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 your production environment almost impossible to manage. This is no different for which deployment model you have choose: Online, On-Premise or Partner Hosted.

Ensure this environment has a copy of the latest customizations, solutions, ISV’s etc. Data can also be replicated from production, using tools like the CRM 2011 Instance Adapter or tool like Scribe.

If you do not have a CRM 2011 instance for test/dev. already, its now too late to create a new one as only CRM 2013 instances are available as of Nov 4th. You will have no choice but to create a test CRM 2013 trial and import your 2011 solution which if fully supported. This will provide you with what your system will look like after the upgrade.

You should also push out your production CRM Online date as far as possible. Today, the last date available to upgrade is 2/14/2014. For other implementations, you still have some time :).

2. Understanding your Environment
Ensuring that your understand all the components that have been deployed with your CRM system is critical to the success of your upgrade. You will need to review all your Solutions, Web Resources and Custom Code to ensure that your and your ISV’s are prepared for the upgrade.

Microsoft has provided a tool to help pin point this issues.
http://www.microsoft.com/en-us/download/details.aspx?id=30151

The information provided by the tool will be a roadmap for your upgrade. Check with ISV’s website’s for their plans in regards to CRM 2013.

3. Fixes Issues
It’s very important to record and fix your issues and test them fully before User Acceptance Training (UAT). Errors with the application can quickly kill your user adoption. If you’re not ready, wait! Once the issues have been resolved your ready for testing!

4. Testing your Upgrade
Once you have all the customizations, solutions and errors fixed in your development/test server, you can now perform your User Acceptance Training (UAT) and overall product training. Please note that even with no errors, your users will need training for CRM 2013’s completely redesigned interface.

Make sure you have a strong test plan, allowing users to fully test all of their daily functions. This should also include processes they don’t often run. This should include the Outlook and Web Clients as well as desktop versions Win7/Win8 as well as Office versions (2007/2010/2013) or the combination that is being deployed by your organization.

Once you have signoff, you will want to take the solutions and ISV’s files and you will need to deployment them in the production environment the night of Production Go-Live.

5. Planning your Upgrade
Once you have completed your testing, you can now select to move in your production upgrade date from the CRM Online System. This will allow you to choose the next available date. Once the upgrade starts, you will not be able to access the system for a few hours, and as long as 24 hours.


CRM 2013: Windows 8 Mobile Client – How to Pin/Create CRM Tiles to Start Menu


The Microsoft Product Team has done a great job delivering the Microsoft Dynamics CRM 2013 mobility clients for Windows 8 and IPADs. I noticed a screen shot on the web, where tile related to CRM we posted on the Windows 8 Start Menu for quick access.Screenshot (1)

I was trying to figure this out, and it’s rather simple. Once inside the Microsoft Dynamics CRM 2013 Mobility Client, the first page is the Mobile Dashboard. On that dashboard, you can select the view of activities, account, contacts etc by pressing on the name with your finger or your mouse and drag them down like you would an tile on the Windows 8 start menu.Screenshot (3)

This will bring up the bottom navigation bar. You can then choose to pin to start menu! As you can see this quick tip will let you immediately access your leads and opportunities right from the start! Enjoy.


CRM 2013: Ipad Mobile Client for CRM 2013 – Screen Shot Tour!


Without further adieu, Microsoft Dynamics CRM 2013 IPAD Mobile Screen Shots. We did not get access to this application during the Beta’s as you needed a special license to run it on the devices. I successfully downloaded and install the client from the Appstore today by searching for Dynamics CRM.

Searching the AppStore
appstore

Start Page- Enter your CRM URL (IFD – Internet Facing Deployment Required for OnPremise, CRM Online is ready to go.)
IMG_0379

How to Page on how to navigate around
IMG_0381

Sales Mobile Dashboard – Home button will take you here.
IMG_0382

Navigation Menu – Click the menu icon next to the home button
IMG_0383

Opportunity Record
IMG_0384

Account Record
IMG_0385

Quick Search – Searches up to 10 entities (uses the quick view view of each entity selected
IMG_0386

A very nice rollout! Thanks to the Microsoft Product Team for a great job on this fantastic release!


CRM 2013: Graphical Understanding of the New License Model


We have been fielding a ton of questions in regards to the new Microsoft Dynamics CRM 2013 Licensing Model. I thought it would be helpful to share some licensing details:crmonlinelicensingdetails

So we have three new license types along with new costs.  Specially around costs, lets talk about two great new options INCLUDED with the new cost:

1. Mobility – Microsoft is going to give you mobility licenses for your Windows 8 and IPAD tablets out of the box. Q2 2014 Roadmap shows additional devices for Windows Phone, IPhone and Android devices.
** Note: Android devices might work out of the box, but will not be supported in the first release.

2. Free Instance – Microsoft is providing another free instance for development and test, which will be accessible by all your production user licenses. This is also following best practice to have an environment to develop, test and train in.

Another feature of the new license structure is to give the flexibility for different types of users. This allows the organization the flexibility to pick and choose licensing by user. This also introduces the most amount of questions! 🙂

Here’s the key – If the user is creating Sales Entities (Accounts, Contacts, Opportunities etc.) then they need the Professional License. If the user is a backoffice user only updating (Not creating these records), then they could use the basic license. (UPDATE: it appears creating account and contact records can be handled using the Basic License – Thanks Adam Vero for bring this to my attention). For XRM applications not making use of the main these records types can really benefit from the Essential license to access Customized Entities.

Here’s a great visual chart to determine what each of the licenses provide to help you choose which one. Once upgrade, the customer will be responsible to change the license types in the O365 portal after the upgrade.

crm2013licensebreakdown


CRM 2013: How to enable Bing Maps API integration


Microsoft Dynamics CRM 2013 now comes with an out of the box integration with Bing Maps. This integration uses the address record of your account, contact or system entity to disable that location and render a Bing Map right on the CRM 2013 page.CRM2013accountformwithbing

In order to set this up, you will first need to get a Bing Maps API Key from here:
http://www.microsoft.com/maps/create-a-bing-maps-key.aspx.

You will notice there are several pricing options including a free trial for 90 days. Please decide which one fits your organization best. Now Let’s go Back to CRM to configure it:

Open the Settings, Administration, System Settings. Under the General Tab:bingmapsystemsettings

Select Yes, Show Bing Maps on Forms, and then Insert the Bing Maps API Key in the yellow area. Press save. Now when you open your account, contact or custom entity with Bing Map inserted on the form, you will see the map as shown above!

You can insert the Bing map onto a form by clicking the button for Bing maps on the form customization screen under the insert tab. Please ensure you have address information available on the chosen entity for  your Bing integration. Enjoy!crm2013insertbingmap

Here’s how to do this on a custom entity by my fellow MVP Andrii Butenko
http://a33ik.blogspot.com/2013/10/adding-standard-bing-map-control-to.html

Enjoy


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 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!

 

 


Tanguy does it Again! XrmToolbox for CRM now has Metadata Document Generator!


My good friend and fellow MVP Tanguy does it again! XrmToolbox for CRM has now been upgraded to include the CRM Metadata Document Generator. And it provides all the features of the standalone version but also adds the ability to add the location of attributes on the forms and to select attributes not on the forms.

metadatagenerator

 

 

 

 

 

 

 

 

 

 

And still has this features!
Excel or Word output (thanks to GemBox Software API)
Language selection (if multi language enable on organization)
Attributes selection:
All attributes
Optionset and boolean attributes only
Attributes used in forms
Attributes not used in forms (new)
Attributes selected manually
Attributes metadata selection
Save/load settings to avoid losing time replaying the same document generation

As usual the tool is available as part of the XrmToolBox application, on CodePlex at https://xrmtoolbox.codeplex.com/releases/view/107901