Browsing All Posts published on »June, 2012«

CRM 2011 – Why can’t I add my report to a solution

June 29, 2012

5

The quick answer to the question is for me to stop being an idiot. I had written my report, I had uploaded the report, it was running fine. I then tried to add the report into the solution, opened my solution –> reports –> adding existing I then couldn’t find my report! checked the reports, […]

CRM 2011 – Reporting options in CRM

June 28, 2012

3

I had to write a report for a customer this week and unfortunatly I wasn’t able to write the report using the report wizard. This was very bad news because all other reporting methods take a lot more time. So what are my options Dashboard and charts Reporting wizard (although for this report it wasn’t […]

CRM 2011 – Client Access License Types

June 25, 2012

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I am studying for the CRM 2011 installation certification and I was reading about the topic of client access license types. You will have probably heard of these before as CALS (Client Access License) and to access CRM you need a CAL.   There are three difference Client Access License Types Full: Users configured with this […]

CRM 2011 – when to use entities over optionsets

June 21, 2012

4

I might have mentioned this before but I thought I would reiterate it. I have done a few projects where the customer wants an optionset of software products e.g. CRM 2011.  if you then want to store the rollup version, suddenly the optionset needs to be updated regularly. Also if you want to include all […]

CRM 2011 – authenticating with Sharepoint Online 2010 from a .NET

June 20, 2012

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I was having a struggle to authenticate with Sharepoint Online I was using the Client Object Model and when I was trying to create a connection to sharepoint so I could check if folders had been added for CRM but I was getting a 403 forbidden message. In the back of mind I was thinking […]

CRM 2011 and Sharepoint Integration

June 19, 2012

1

Well studying for the CRM 2011 installation exam I have got onto the area of SharePoint. CRM 2011 brought some great improvements with some integration with SharePoint. The course I am studying says the following SharePoint editions is required Microsoft SharePoint 2010 (all editions) Microsoft Office SharePoint Server (MOSS) 2007 Windows SharePoint Services 3.0 If you are […]

CRM 2011 – Debugging plugins using the Plugin Registration tool

June 18, 2012

2

I was having a bit of a nightmare debugging my plugins.  The plugin was working in my test case but when I deployed it and tried to run it from CRM, I was getting errors. I had tried to setup remote debugging which I have done before but this time I was having problems because […]

CRM 2011 Installation and Deployment Certification thoughts

June 14, 2012

1

I was looking at the at the CRM 2011 installation certification page today, which you can see by clicking the link below http://www.microsoft.com/learning/en/us/exam.aspx?id=mb2-867&locale=en-us#tab1 I usually use the excellent Microsoft E-Learning and use the online training if you work for a partner or you can buy it 80296AE: Microsoft Dynamics CRM 2011 Installation and Deployment (8 […]

CRM 2011 – how to look up an account name using a guid

June 12, 2012

3

I was getting some errors with the Dynamic Connector trying to sync CRM accounts to NAV customer cards. The first error I had was Country has to be a country code otherwise it errors. I was still then getting some errors and the Dynamic connector just gives you the guid of the account which it […]

CRM 2011 – Server roles and splitting up a CRM installation

June 11, 2012

2

Most of the CRM installations I have done have been small installations and all on the same server. So I found it quite interesting reading about the server roles and how you can split up the installation into Front and Back end server roles.  Installing CRM on one or more servers can give you some […]