CRM – November KB articles for CRM

Here is a list of the all KB articles released for CRM in the month of November 2011

Dynamics CRM

 

KB Article Link	Publish Date	CRM Version	Title
2620926	05/11/2011	Dynamics CRM 4.0	[SDP 3][61593d1b-21b0-43e3-9088-74e77dec12f4] Microsoft Dynamics CRM client for Microsoft Office Outlook diagnostic tool
2550098	10/11/2011	Dynamics CRM 4.0	Update Rollup 20 for Microsoft Dynamics CRM 4.0 is available
975995	14/11/2011	Dynamics CRM 4.0	Update Rollup 8 for Microsoft Dynamics CRM 4.0 is available
977650	14/11/2011	Dynamics CRM 4.0	Update Rollup 9 for Microsoft Dynamics CRM 4.0 is available
2639569	01/11/2011	Dynamics CRM 2011	Error message when attempting to send tracked email message to another user in Microsoft Dynamics CRM 2011
2536453	04/11/2011	Dynamics CRM 2011	Microsoft Dynamics CRM 2011 continuously prompts for credentials when it attempts to access a webresource
2584871	18/11/2011	Dynamics CRM 2011	Error occurs when you install Microsoft Dynamics CRM 2011 Server on a domain whose NetBIOS domain name contains a period (.)

CRM 2011 – CRM and Portal information

I was asked about portals and CRM 2011 today.

I have been googling information about it.  In my mind this is fantastic functionality that clients want but setting it up and maintaining it can be difficult.  The main problem I have is to use a portal you have to set up a seperate website and then it’s a case of managing the security settings and I am not to hot with security settings.  The major benefit of the portal is it does provide a method of doing the security settings and managing this from within CRM.

I also tried to setup the portal once and it was a day of frustration before I got had to leave it.

my experience shouldn’t scare people off, I bet there are loads of people who have successfully got CRM portals working.

I thought I would list the portal information I have found

The first is slightly unusual but the Customer Portal is listed twice on the market place, one has one review of 5 stars and the other has 9 reviews of an average of 3.5.  This does seem quite low for a Microsoft endorsed accelerator (1o reviews!)

http://dynamics.pinpoint.microsoft.com/en-US/applications/Customer-Portal-for-Microsoft-Dynamics-CRM-2011-12884910826

http://pinpoint.microsoft.com/en-gb/applications/customer-portal-for-microsoft-dynamics-crm-2011-12884910826

I have found a video on setting up the Customer portal

The link below has some FAQ’s about setting up and getting starting with portals. It contains some of the common problems you might run up agaisn’t so if you are having trouble it would be worth visiting the site below

FAQ for Customer and Partner Portals

There is also a whole section in the CRM 2011 SDK

Portal Developer Guide for Microsoft Dynamics CRM

The document above is very useful, below are the sections it covers

Prepare for Portal Development

Prepare for portal development and read about best practices. 

ASP.NET Web Forms and Data Binding

Learn how to use the portal toolkit for data binding into Web forms.

Manage Portal Content

Learn about content management with the portal toolkit.

Portal Authentication

Learn about authentication with the portal toolkit.

Use the Web Site Copy Tool

Learn how to use the Web site copy tool.

Portal Walkthroughs

Step-by-step instructions on how to create a portal console application, plug-in and Web application.

CRM 2011 Video – Setting up the Customer Portal

I found a video going through setting up the Customer portal for CRM 2011.  It could do with having more videos, blogs and walkthrough on setting up the portals because they can be quite difficult.

Interesting I noticed there is a whole section in the CRM 2011 SDK on portals