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.”

dashboard

 
 
 
 

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

powershell_01

 
 

3. Retrieve the current setting:

$setting = Get-CrmSetting -SettingType DashboardSettings

4. Modify the current setting:

$setting.MaximumControlsLimit = 10

Set-CrmSetting -Setting $setting

powershell_02

 


CRM 2016 available, but not ready for your Production Server just yet!


Over the last few weeks my colleagues and fellow MVP’s have been working on a few CRM 2016 systems. Our general thought is that a lot of this code is from the CRM Online 2015 code base, and should really be production ready. However, the Microsoft CRM team has been hard at work delivering new features, so looks like we introduced a few bugs.

I’m going to recommend that you wait for update rollup 1 before deploying to your production system. There’s still plenty of time to test and install in your dev and test systems as you wait for these fixes. Here’s the main areas:

  1. Overall Outlook 2016 Client Configuration and Usage Issues – Support Recommended to stay with 2015 client
  2. New Form Rending Engine slowing overall form performance – fix in the works for update roll up 1
  3. Tweaks to the 2016 Solution Engine, breaking some backwards capability while importing solutions – fix in the works for update roll up 1
  4. Mobile Client performance issues

So we will re-test about the update roll-up 1 and provide future recommendations when we feel this is ready for production. Remember that there are some best practices and one is two wait until the first update roll-up is available. Stay tuned.


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.

renosummit

 

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 2015 has been announced. Fall Release 2014.


Before you say not again!, CRM 2015 has been announced and should be available by years end. From my initial testing, I can tell you we have reached a very stable, almost turning point with our common CRM platform. Now, like the ERP systems, we are going to see functionality enhancements not system re-designs, while keeping the same interface with some small enhancements around performance and usability. Multi-entity search now available out of the box! 🙂

The CRM team has really delivered, and is keeping the momentum by delivering today. A great way to sum up this new releases to others, its like CRM 2013 R2, but since we had the time, we changed the name too! 🙂

Press Release:
http://www.microsoft.com/en-us/news/press/2014/sep14/09-16crmpr.aspx
Bob Stutz’s Blog:
https://community.dynamics.com/crm/b/crmconnection/archive/2014/09/16/marketing-sales-service-one-cloud-for-all.aspx
Customer Center Get Ready Page:
http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx


Upgrade from CRM 2011 to 2013 fails with “Subquery returned more than 1 value. Not Permitted CRM 4.0″


We recently stumbled upon an issue when upgrading a customer from CRM 4.0 to CRM 2013. As is required, you must first upgrade the 4.0 database to 2011 and then from 2011 to 2013. The 4.0 to 2011 upgrade succeeded without error but threw an error when going from 2011 to 2013. 2013 was on update rollup 2. The error thrown was:

Error| Installer Complete: OrganizationUpgrader – Error encountered
14:56:47| Error| Exception occured during Microsoft.Crm.Tools.Admin.OrganizationUpgrader: Error.ActionFailed Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction
InnerException: System.Data.SqlClient.SqlException (0x80131904): Subquery returned more than 1 value. This is not permitted when the subquery follows =, !=, <, <= , >, >= or when the subquery is used as an expression.
Subquery returned more than 1 value. This is not permitted when the subquery follows =, !=, <, <= , >, >= or when the subquery is used as an expression.

The statement has been terminated.

We upgraded the database from 4.0 to 2011 one afternoon and then tried going from 2011 to 2013 the following morning. As it turns out, CRM 2013 contains a query that checks to see if an organization is a new organization or an upgrade by checking the CreatedOn field of the system solution. It does this by seeing if the CreatedOn date/time is within one day (24 hours) of the current time. If the CreatedOn date of the System Solution is within 24 hours, it is considered a new organization. Here is the query:

IF EXISTS (SELECT * FROM SolutionBase WHERE SolutionId=’FD140AAD-4DF4-11DD-BD17-0019B9312238′
AND CreatedOn >= DATEADD(day, -1, GETUTCDATE()))
BEGIN

(This query goes on to Update prvAppendToOpportunity depth to global on sales person role and update prvAppendToQuote, prvAppendToOrder, prvAppendToInvoice to local on sales person role.)

When the 4.0 database is upgraded to 2011, it sets the CreatedOn date/time to whatever the UTC date/time is of that upgrade. So when going from 2011 to 2013 it sees the new date/time resulting from the upgrade to 2011 and considers it a new organization and errors out on the above query. Below is the query that can be run to check the CreatedOn date of your 2011 database.

crmquery

The easy solution to this is to just wait 24 hours between the upgrade stages but if you are in a time crunch or minimizing down time for a go-live, you can update the CreatedOn date/time of the system solution directly in the 2011 database. Remember that the time is in UTC, changing the date back one day should be easier than trying to figure out the time difference in your time zone. However, keep in mind that updating fields directly through SQL is not a change supported by Microsoft so this is done at your own risk! Not sure if this issue is isolated to just Update Rollup 2 or if this occurs with 2013 RTM, Update Rollup 1, or Service Pack 1 yet.

Thanks to my young CRM Jedi Gage Pennisi for putting the details together!


Need to build a CRM 3 VM to Upgrade to CRM 2013? Here’s how.


We have a few customers still running CRM 3.0 after all these years. With the excitement of CRM 2013, they have decided to upgrade at one shot. Dynamics CRM 3.0 can upgrade to CRM 4.0, or one version at a time. The users don’t have be aware of this step, only the end game which is CRM 2013.

In order to process this change, and migrate the customer to the cloud, we need to upgrade their systems. In order to do this, I decided to build a VM in order to upgrade CRM 3.0 to 4.0, and then will use my 2011 VM to upgrade to 2011, then insert DB into the new CRM 2013 development system.

Easier said than done Right? I really had to dig into my memory banks to remember the process, and thought it would be helpful to others to have it accessible. So Here we go:

1. Build a Windows Server 2003 R2 Standard build VM
2. Make sure you add enough disc space to cover the size of your production database, zipped and unzipped together. I’m using 60 gigs, 2 processors and 2.5 gigs of memory in the VM.
3. Add the Domain Controller and Application Server Roles (select ASP.NET as well).
4. Reboot
5. Install SQL Server 2005 with reporting services. You must configure reporting services as well.
** CRM 3.0 started on SQL2000, and was commonly upgraded to SQL2005. The CRM 3.0 installation download includes the fixes to work with SQL2005. In the past we had to install it on SQL 2000, upgrade SQL2005 after.
6. Test Access to Reporting services once completed.
7. Copy the production CRM 3.0 database and unzip on this VM.
** Make sure you copy both ORGNAME_MSCRM and ORGNAME_METABASE as these were separate DBS in CRM 3.0
8. Restore CRM 3.0 database to the SQL Server.
9. On the CRM 3.0 CD, explore and run the redeployment tool .MSI.
10. Run the CRM 3.0 redeployment tool, enter server name localhost and select the production DBs.
11. Choose to manually map, and find a user account of administrator, mapping your VM admin id.
12. Let redeployment complete.
13. Launch the CRM 3.0 installation, and proceed with setup. When you enter the SQL Server (localhost) you will be able to connect to an existing deployment. Choose your databases here.

That will get CRM 3.0 running again in your VM. Please note that all ISV’s etc should be removed as they will no longer work. You could have manually cleanup unless you run the uninstallers of these applications in production.

You might also want to consider using a P to V technology (Physical to Virtual) to build the VM exactly as it is in production but Virtual.

Enjoy!


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.


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

 

 


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!