Override CRM dashboard limit to avoid your solution failing


When trying to upload a solution with more than the maximum number of dashboard components.

Message: “The Dashboard that you are trying to save has more components than the maximum number allowed. Remove some components and try again.”

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To resolve this issue, you can increase the Dashboard limit using Power

1. Retrieve and set the dashboard limit

  1. Open a Windows PowerShell command window
  2. Add the Microsoft Dynamics CRM Windows PowerShell snap-in:

2. Add-PSSnapin Microsoft.Crm.PowerShell

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3. Retrieve the current setting:

$setting = Get-CrmSetting -SettingType DashboardSettings

4. Modify the current setting:

$setting.MaximumControlsLimit = 10

Set-CrmSetting -Setting $setting

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Join me at CRMUG Summit in Reno NV October 13-16


Join me at the CRMUG Summit In Reno NV. This is the premier Dynamics CRM Event of the year. Don’t miss out, not too late to register below.

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More details..

http://www.crmugsummit.com/home

Here’s my preliminary schedule. Please refer to the website!

Monday, October 12

8:00pm-10:00pm @ Peppermill – Terrace Lounge Chapter Leader Bash

Tuesday, October 13

2:00pm-4:30pm @ Atlantis: Paradise D & E Volunteer Immersion at CRMUG Summit
5:00pm-8:00pm @ Hall 2 Welcoming Expo Reception

Wednesday, October 14

7:00am-8:00am @ Hall 1 Breakfast – Jump Into a Great Day
9:15am-9:45am @ Ballroom Lobby Networking Break
9:45am-10:45am @ D2 Getting Ready to Pull the CRM Trigger
11:15am-12:25pm @ C4 CRMUG Opening General Session – Microsoft Keynote
1:30pm-2:30pm @ D4 The CRM Superhero’s Tips, Tricks, and Toolbox
1:30pm-2:30pm @ D2 Scouting & Preparing as CRM GameDay Draws Near
2:30pm-3:00pm @ Ballroom Lobby Networking Break
4:00pm-4:30pm @ Ballroom Lobby Networking Break
4:30pm-6:00pm @ D2 ADFS & Upgrading with a Mobile State of Mind
6:00pm-8:00pm @ Hall 2 Expo Reception

Tribridge Customer Party – Invitation Only 7pm on..

Please contact me if your a customer or prospect and did not receive an invitation.

Thursday, October 15

7:00am-8:00am @ Hall 1 Breakfast – Jump Into a Great Day
8:00am-9:00am @ D2 Getting that CRM Upgrade to Purr Like a Kitten
9:00am-9:30am @ Ballroom Lobby Networking Break
10:30am-11:00am @ Ballroom Lobby Networking Break
11:00am-12:00pm @ C4 CRMUG General Community Session
12:00pm-2:00pm @ Halls 1 & 2 Networking Lunch and Expo
2:00pm-3:00pm @ D7 Going OnPremise to CRM Online
2:00pm-3:00pm @ C1 Take It to the Next Level with End User Experience Upgrades in CRM 2015
3:00pm-3:15pm @ Ballroom Lobby Networking Break
3:15pm-4:15pm @ D4 Ask the MVPs: Admin-Foundation Edition
3:15pm-4:15pm @ D7 Ask the Experts – User Adoption Edition: Enterprise CRM Strategies and Pitfalls to Avoid
4:15pm-4:45pm @ Ballroom Lobby Networking Break
4:45pm-5:45pm @ D2 Dissecting Multifaceted CRM Upgrades

Friday, October 16 – CANCLLED

8:00am-9:15am @ D2 Deployment Method of Choice  CANCELLED

 

 


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: How to disable autosave so my plug-in code won’t be effected


With Microsoft Dynamics CRM 2013, the feature of auto save has been introduced. This feature is really long overdue, and its a feature we often overlook each day. For example, if your typing an email response on your cellphone, and the phone rings, you answer it and go back to work, right? When you returned, your email was right where you left off!

This is the same concept for CRM 2013, and not forcing users to constantly press save and close. As you work on the system the data is periodically saved as indicated by the icon on the button right of the new UI.

savediconcrm2013

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As you can see above, the first ICON of the disc shows everything is saved. As you begin to work the icon changes letting you know you have unsaved changes to the page. If you wait for about 5 seconds the auto save feature will kick in and automatically save those changes for you!

While Microsoft CRM 2013 is certainly thinking ahead of design and form, many CRM 2011 plugins were designed to fire after a user saves a record. This save is captured and the plugin is fired, in this case, over and over again each time auto save kicks in.

Thankfully, Microsoft gave us an option to turn off auto-save for this release to help upgrading customers
whom may not have updated their plugin/sdk code as of yet. Please note, this feature will not be available in future releases, and your new designs should use the SDK Method that works with auto save.

For now, under system settings, you can click the button to disable to the auto save feature and save your upgrade and plugins! This will save you for now, but make sure to look to the future when considering to disable this useful option! Enjoy!

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The CRM 2013 SDK also will provide insight into new methods available to watch the state of change.autosaveSDK