CRM 2011/2013 online – you can change the base language but it will cost you money and data

I read a forum question this week, where the user asked if it was possible to change his base language from French to English and he was a CRM 2011 online user.

It was quickly explained to the user that it’s impossible to change the base language.

This is a commonly known fact for experienced CRM users and might even be one of the questions on one of the CRM exams.

Suddenly from out of no where a CRM Support engineers flies in with this answer

  It is correct that in the past changing the Base Language was not possible. I must inform you though that it can be achieved now by opening a Support Ticket with the Technical Support team. The base language change has it’s cost though, it can only be achieved by de-provisioning/re-provisioning your organization (deleting/recreating) which means that any data or customizations you have on the organization will be lost during this process. You will need to take care of backing up the data yourself if that is needed.

you can click here to read the forum post

So now it seems if you are willing to give Microsoft some cold hard cash they can change the base language but it will remove all your data and customizations will be lost.  This sounds suspiciously like they are just creating a new blank CRM to me and getting paid for it.  This is a rather drastic measure which I can’t really see anyone going for but file it away in the good to know (but not that useful) draw.

CRM MVP Question and Answer – Julie Yack

It’s time for another CRM MVP question and answer session and today we have one of the few female CRM MVP’s and not only that but Julie is also married to a CRM MVP, rumours of the Yack children being MVP’s are yet to be confirmed.

There is a great introduction about Julie on her Dynamics Community profile, which I have taken a bit of below

Julie Yack is one of the founding partners of Colorado Technology Consultants, Inc.  Julie has been named a Microsoft Most Valuable Professional (MVP) for her efforts in the CRM professional community. She is a Microsoft CRM Certified Professional, Microsoft Small Business Specialist and a Certified Scrum Master. Julie has a Masters of Business Administration degree. Julie is the current President for The International .NET Association, North America.  . Julie is a founder and leader of xRMVirtual (www.xrmvirtual.com) a fast growing online community for xRM developers.

Julie speaks at several events and conferences including Microsoft Convergence and Decisions.  She has been involved in publishing several books, from Dynamics CRM to Excel.

Julie will be there at convergence and she recently wrote a blog post about getting ready for convergence which you can read below

https://community.dynamics.com/crm/b/julieyack/archive/2014/02/17/getting-ready-for-convergence-conv14.aspx

I have also noticed there is a group on the Dynamic Community, so if you are going to convergence join up

https://community.dynamics.com/convergence/default.aspx

On with Julie’s questions and answers and thanks again for taking part.  If you missed last weeks CRM MVP with Gus Gonzalez there is a link at the bottom after Julie’s answers.

1. Name, current job title and social media links please

Julie Yack, Chief Operations Officer (though we never use titles around here)

Social

http://www.linkedin.com/profile/view?id=122578

2. What does an average day at work look like

There is no average day and that’s part of what I love about my work. Some days I’m learning about a new client, some days I’m teaching or writing, some days I am working the business aspect of our business and some days I play hooky.

3. What different roles/Job titles have you had whilst using CRM

Since starting with CRM it’s been essentially evolutionary for responsibilities, but not job titles. As I learn more and more, I can offer more and more. However, things fall off too, like I would get lost in CRM 3 or 4, though at one point I was considered an expert in both.

4. What job did you did before you starting using CRM

Custom software development projects

5. What was the first version of Microsoft Dynamics CRM you worked with and how long have you been using Microsoft Dynamics CRM

CRM 3.0 and not quite 10 years

6. How do you stay up to date with the CRM

You just do. If it’s something that interests you, you just find a way.

7. How do you find time to contribute to the CRM community whilst doing your job

It’s not a struggle at all. I love love love our professional community. I love to watch the success of those around me and my community involvement allows that to happen.

9. What where your first impressions of CRM 2013 and what do you think now.

Cool, it’s shiny. New is good, details sort themselves out.

10. What one feature would you add to CRM 2013

Entity agnostic forms and processes

11. Most annoying feature of CRM 2013

Not enough control around autosave

14. Are you doing more CRM projects with CRM online? Do you think it will all be online in the future

CRMOnline for sure. And there will always be SOMEONE that just must have their stuff on their server in their closet or regulations specific to their industry, so no, not all in the cloud, ever. But, we’ve been in the cloud since the beginning of the internet, we just never told people they were.

15. What is the best tool/solution you have used recently

We’re doing some fun cool things here, but can’t share details yet. J

16. What CRM certifications do you have, do you try and keep up to date with CRM certifications

I have a few for CRM 3, 4 and 2011. As an MCT certifications are part of the job. I have mixed feelings on their value. Totally love the learning aspect, not sure I’m so concerned with a piece of paper.

17. How important is it to have good business analytical skills working with Microsoft Dynamics CRM.

It’s make or break important.

18. How useful is it to have programming knowledge to become a good Microsoft Dynamics CRM Professional?

There’s knowledge and there’s awareness. I have no interest in writing code. I could if I felt like it. I’m surrounded by really smart people that would be happy to mentor me. But, I know functionality, capabilities, architecture and so on, all the moving parts needed to make a good CRM.

20. How often do you travel as a Microsoft Dynamics CRM Professional?

Often. I am fortunate to be able to pick and choose most of my travel. Work has brought me to all the continents except Antarctica, and I am working on that one. Let me know if you have any ideas. J

21. Can you see yourself not using CRM in your career in the future

Sure, would be very short-sighted to assume that was all there was waiting for me in my future. And boring.

22. What is favourite part of being a CRM MVP

The family I acquired with the MVPs and the product team. I have interacted with many groups, CRM and otherwise. The CRM group simply feels different, more close knit, than the others.

23. What are your hobbies outside of CRM

Travel, reading, photography

24. What was the last book you read and what was the last film you watched

Sycamore Row by John Grisham and Lone Survivor

25. Has CRM ever got you in trouble with your partner/family.

No, I’m in business with my husband, and my kids each worked here in some capacity as their high school jobs.

26. Have you friends ever told you to stop talking/tweeting/blogging about CRM? What does your partner/family member(s) think of CRM

See above.

27. Tell me something interesting/unusual about yourself

Last fall, as a reward for raising kids to adulthood, we traveled (literally) around the world, by cashing in miles.

28. Who is the first CRM MVP you remember reading/seeing

I don’t know. My husband was an MVP for 5 years before my first award, they’ve just always been there.

29. Tips for someone who wants to become a CRM MVP

Get a mentor.

Quickfire questions (choose one option and no explanation)

Steve Jobs or Bill Gates  Bill Gates

Javascript or .NET meh

Internet Explorer/Chrome/Firefox/Safari IE

Wine/Beer/Soft Drink wine

Certifications or Use CRM use CRM

twerking or tweeting tweeting

books or ebooks ebooks

save or autosave yes

OnLine or On Premise online

Windows 7/Windows 8/Linux/Mac/Other windows 8.1

work from home or work from office office

Miley Cyrus or Billy Ray Cyrus deafness

Vinyl/CD’s/MP3’s/Subscribe subscribe

Zero Inbox/Overflowing Inbox zero

Early Bird/Night Owl no

Do Today/Do Tomorrow today

CRM Developer/CRM Consultant consultant

Hot Weather/Cold Weather hot weather

Half Full/Half Empty full

 

 

Previous CRM MVP Q&A

https://crmbusiness.wordpress.com/2014/02/14/crm-mvp-question-and-answer-gus-gonzalez/

Who has written the most CRM blogs on the Dynamic Community blog list

If you are want a list of excellent Microsoft Dynamic CRM blogs then you should look at this list of blogs

https://community.dynamics.com/crm/b/default.aspx

Not only does this provide a list of CRM blogs which have been nominated by someone and then approved by Microsoft, it allows you to subscribe to the contents of all these blogs in one RSS.

I will mention not all good CRM blogs are featured here, the probable reason for this is to be featured on this list you have allow your whole blog post appear in the Microsoft domain, so it’s possible people could come here, read your whole blog page and never actually visit your blog.  It’s something to consider if you have adverts on your blog which you want people to click!

The Microsoft Dynamics CRM blog area is an interesting place to visit because you will also get guest columnists who are usually CRM MVP’s with an interesting blog.  At the moment it’s featuring Gus Gonzalez, who filled in a CRM MPV Q&A for me last week and you can view here

Meet The Guest Columnist

 Adopt2Win By Gus Gonzalez 

On this Blog you will find information aimed to guide you to success with your team’s adoption of Microsoft Dynamics CRM as well as deep dives into issues or features related to this Customer Relationship Management software package.

View the Column | View Profile 

There is also another interesting feature on this page I found that you can see the number of posts from each blog

https://community.dynamics.com/crm/p/allblogs.aspx

This list was taken on today and shows the top 12 blogs and the number of posts, I’m 6 in the number of posts, which is good going

BLOG POSTS LAST POST
CRM Software BlogWhere software experts provide knowledge to professionals in the CRM software selection process. 1,961 16 FEB 2014
Microsoft Dynamics CRM Team blogThe CRM Team Blog is mostly written by members of the Microsoft Dynamics CRM product team. Occasionally, we ask our Microsoft friends in the field, or some of our key customers/partners (like our beloved MVPs) to pitch in with their perspective. 787 14 FEB 2014
Customer Effective BlogCustomer Effective is a leading innovator in relationship management  solutions (XRM) based on Microsoft Dynamics CRM.  The company is a Microsoft Gold Certified CRM Partner having completed hundreds of Microsoft CRM implementations projects. 655 11 FEB 2014
PowerObjects- Bringing Focus to Dynamics CRMPowerObjects is a recognized leader in delivering Microsoft Dynamics CRM/xRM solutions to customers in a variety of industries. As a Microsoft Gold Certified Partner, with numerous CRM/xRM projects under our belt, we combine the right focus. 629 14 FEB 2014
Marcello Tonarelli’s Microsoft Dynamics CRM BlogThis blog discusses a number of Microsoft technologies, including Microsoft Dynamics CRM, Microsoft Office Project Server, Microsoft SharePoint Server and others. 460 YESTERDAY
Hosk’s Dynamic CRM 2011 BlogThe blog is dedicated to using and developing CRM 2011. It also keeps up to date with new tools and CRM industry information. 431 YESTERDAY
MSDynamicsWorld.com CRM NewsThe independent authority for news and views on Microsoft Dynamics. 391 13 FEB 2014
Mitch Milam’s Microsoft DiscussionsI have been a technology professional for over 25 years and have pursued a variety of roles and positions within the computer industry ranging from software development and marketing to computer systems integration and consulting. 390 22 JUL 2013
elblogdeDynamicsCRM.com (Spanish)Blog para América Latina y países de habla hispana.Sitio confiable de referencia sobre esta tecnología, de utilidad tanto para aquellos que están dando sus primeros pasos como también para expertos y desarrolladores. 387 17 FEB 2014
Microsoft Dynamics CRM Videos 351 22 JAN 2014
Jamie Miley – Life and TechnologyThis blog focuses mostly on technical aspects of Microsoft Dynamics CRM. I like to highlight SDK features and other programming tips 286 7 JAN 2014
Magnetism Solutions Dynamics CRM Blog 285 5 FEB 2014

CRM 2013 – Javascript to get id of current record

It’s a quick tip for you today, it took me longer to test it and then to write the javascript. The problem I had was when I pressed F12 to debug the Javascript on CRM 2013, I could see the name of my javascript file and in the end I had to search for some of the Javascript, which brought up a temporary file where I could put my breakpoint in.

var id =Xrm.Page.data.entity.getId();

var entityName = Xrm.Page.data.entity.getEntityName();

It’s worth getting to know the other functions in Xrm.Page.data.entity

The useful ones are above but there is also getIsDirty, which can be used to see if a field has been modified because only modified fields are sent to the server to be saved.  Although that is my CRM 2011 thinking because in the CRM 2013 world fields are sent back to the server every 30 seconds to be saved (unless you have turned autosave off)

Xrm.Page.data.entity

Method Description
addOnSave Sets a function to be called when the record is saved.
getDataXml Returns a string representing the xml that will be sent to the server when the record is saved.
getEntityName Returns a string representing the logical name of the entity for the record.
getId Returns a string representing the GUID id value for the record.
getIsDirty Returns a Boolean value that indicates if any fields in the form have been modified.
removeOnSave Removes a function from the OnSave event hander.
save Saves the record. This method has three possible parameters.

CRM MVP Lookalike – Gus Gonzalez and ?

A while ago I did a lookalike of the CRM MVP Tanguy, which you can see by clicking the link

https://crmbusiness.wordpress.com/2014/01/10/crm-mvp-lookalike-tanguy-touzard-and/

Unfortunately Tanguy felt lonely as the only CRM MVP who looks like a famous person, so I have had to another one, this isn’t much of a reward for doing a great job and answering some questions which you can read here.  If anyone has any suggestions for CRM MVP lookalikes, please add them in the comments or email me.

So if you have ever wondered why they call him Danger Gus

MVP Lookalike 2

I don’t know if Dangermouse played on TV in america but if you want to find out more

wikipedia – http://en.wikipedia.org/wiki/Danger_Mouse_(TV_series)

kick back and watch an episode

http://www.youtube.com/watch?v=e2MT2EJbWEY

CRM MVP Question and Answer – Gus Gonzalez

Whilst looking at the list of CRM MVP’s https://community.dynamics.com/crm/p/mvp.aspx the other day I thought, wouldn’t it be great to ask these CRM experts some questions lik

How did they start out in Microsoft Dynamics CRM?

what do they think of CRM 2013?

Looking at the profiles of the CRM MVP’s you will notice they are all very different and each CRM MVP took a different route to having a successful career using Microsoft Dynamics CRM.  I remembered reading a great blog post where Gus Gonzalez asked 19 CRM MVP’s 20 questions and I thought I would attempt to do something similar.

I will add I have picked a tricky period to do this because a lot of the CRM MVP’s are getting ready for convergence 2014

I sent a message to some of the CRM MVP’s asking if they would kind enough to answer some questions that I would post on my blog.  I’m not sure how many will reply to my request but so far I have four filled out questionnaires and with some others promising to get round to it when they have the time.

I start off with Gus Gonzalez, a person I’m sure many readers of my blog will of heard/read/seen.  I believe Gus will be there at convergence this year (unfortunately I won’t be, it’s hard being based in the UK to persuade your boss they should send me to Atlanta)

As I have recently been working to get my CRM community badges I will highlight Gus’s amazing forum stats

1569 forum responses

572 suggested answer

174 verified answers

One thing I really like about Gus’s blogs/tweets and other social media output is he is a really positive person and always seems to be having fun and why not, life is fun.

Here are Gus’s Q&A, enjoy and thanks to Gus for filling out questions faster than anyone else I contact.

1.    Name, current job title and social media links please

Gus Gonzalez.

Solution Architect at Zero2Ten

www.about.me/GusGonzalez

Social

2.    What does an average day at work look like

It varies but I normally have a couple of customer sessions (I.E. Training sessions, Workstreams, Workshops, etc.), the rest of the time is spent doing project work, answering emails and contributing to the Microsoft Dynamics CRM community.

3.    What different roles/Job titles have you had whilst using CRM

CRM Administrator, CRM Technical Lead, CRM Consultant, Solution Architect.

4.    What job did you did before you starting using CRM

I was a full time technical trainer (Microsoft Certified Trainer, Citrix Certified Instructor, Certified EC-Council Instructor)

5.    What was the first version of Microsoft Dynamics CRM you worked with and how long have you been using Microsoft Dynamics CRM

CRM 3.0 – working with CRM since 2006.

6.    How do you stay up to date with the CRM

Mainly by staying involved on the testing of new features and participating in conduit sessions at different conferences and other events. Following other experts in social media is also very important and I stay up to date by interacting with them.

7.    How do you find time to contribute to the CRM community whilst doing your job

You don’t. Contribution to the CRM Community mostly comes after work hours, unless it is a conference or a webinar or meeting during work hours. The company I work for is very supportive of my commitment to help the community and to continue to improve the quality of the experience other users have when using the system I love.

8.    What advice would you give to someone who wants to have a successful career in Microsoft Dynamics CRM?

Two things. One is to get involved in the Community. Go sign up (if you haven’t done so yet) to community.dynamics.com and community.crmug.com and start answering questions or helping other people by blogging interesting things you’ve found when using Dynamics CRM. The second thing is to always volunteer to learn something you are not familiar with. If you are very good with an area in CRM, for example Workflows or Importing Data, volunteer to conduct a session on Security Roles or Customizing forms or anything else. This will push you to learn all details you can regarding the subject you are not familiar with. This goes back to the first point, go to the forums and answer ALL questions. Whether you are familiar with it or not, do the research, try to figure out the problem, even if you can’t answer the question I guarantee you will learn a ton about CRM by doing that.

9.    What where your first impressions of CRM 2013 and what do you think now.

First impression was: Where are all the buttons? – Now: I think they did an awesome job with the feedback they received regarding CRM 2011. Most customers complained that the first impression regarding CRM 2011 was that it was too cluttered. Too many buttons and too many things on the screen. This right off the back introduced a hurdle for User Adoption. CRM 2013 eliminates that, everything looks more clean and simple so users don’t have a bad first impression.

10.  What one feature would you add to CRM 2013

Hybrid Server Side Sync support. The ability to connect CRM Online or On-Prem to Exchange Online or On-Prem. Right now the functionality only applies to CRM On-Prem and Exchange On-Prem but I hope Microsoft unleashes this awesome functionality soon.

11.  Most annoying feature of CRM 2013

Top Navigation Pane’s lack of easy customization. The problem most users complain about is having to scroll all the way to the right to access custom entities. I wish there was an easy way to customize the SiteMap or Top Navigation within CRM.

12.  You favourite 3 CRM blogs (I have filled the first one in for you[GG1] )  [GG1]Awesome! I’m glad our blog is your number 1 blog as well!

            1. Zero2Ten’s Blog – http://www.zero2ten.com/blog

            2. CRM Tip of the Day – www.crmtipoftheday.com

            3. Hosks Dynamic CRM blog

13.  What year will Microsoft Dynamics CRM have more customers than Sales force

Good question! – I wish I could predict when that happens. I feel that SalesForce will lose a lot of market share when Benioff decides to sell to Oracle so it could happen before we expect it.

14.  Are you doing more CRM projects with CRM online?  Do you think it will all be online in the future

Yes, 95% of my projects are Online. I don’t think On-Prem will disappear but I do think that Online and Private Cloud/Partner Hosted will have many more customers than On-Prem.

15.  What is the best tool/solution you have used recently

I really like Rhett Clinton’s Quick View Menu for CRM 2013 – https://crm2013quickviewmenu.codeplex.com/

16.  What CRM certifications do you have, do you try and keep up to date with CRM certifications

I have all certifications available for CRM 4.0. The Installation and Deployment certification for CRM 2011 and I’m working on all CRM 2013 certifications. Hoping to have something to show for Convergence 2014 here in Atlanta.

17.  How important is it to have good business analytical skills working with Microsoft Dynamics CRM.

It depends on your line of work. For me it is probably more important than having CRM knowledge. I not only work to translate an organizations workflow into a CRM deployment but I’m always thinking about ways to improve their current process.

18.  How useful is it to have programming knowledge to become a good Microsoft Dynamics CRM Professional?

To become a CRM Professional you don’t need any programming knowledge. That is true unless you want to become a professional CRM developer. The most important thing is knowing what is possible within CRM and not how to make it happen. Other people know how to make it happen.

19.  What knowledge/experience do you have with software/systems which integrate with Microsoft Dynamics CRM e.g. (sharepoint, SQL Server, Scribe, Etc)

I’m not an expert on any of these products but I’m aware of their capabilities. Like I mentioned above, that is the most important thing as a Solution Architect or CRM Consultant.

20.  How often do you travel as a Microsoft Dynamics CRM Professional?

Not much. I am very thankful for the fact that the company I work for has a strong belief of keeping cost down and doing most work remotely. I travel to more conferences each year than actual customer locations. J

21.  Can you see yourself not using CRM in your career in the future

Not immediately. Who knows if someday I’ll be a millionaire and not have to worry about CRM systems but for now and any foreseeable future, CRM is my career and my passion.

22.  What is favorite part of being a CRM MVP

The best thing about being a CRM MVP is having a more direct access to other CRM MVPs. We are a tight family and we help each other a lot. So when you have a problem, there is nothing better knowing that I can jump on Skype or Email and have a couple dozen of the smartest people I’ve ever known willing to help me solve the problem. I am not sure if other Microsoft Product MVPs are as close as CRM MVPs but we are very close professionally and personally. I am very happy to be a small part of the family.

23.  What are your hobbies outside of CRM

I’ve practiced Brazilian Jiu Jitsu since 2010 – I try to train at least twice a week. Since I can’t teach any CRM skills to other CRM MVPs because they are way smarter than me and know almost everything about the product, they all get choked once in a while. It’s fun. I get to teach the community abut CRM and “teach” (more like test) my Jiu Jitsu chokes on CRM MVPs. Everyone wins. Mark Smith (nzCRMguy) is by far the most choked out MVP in the group.

24.   What was the last book you read and what was the last film you watched

Last full book I read was Fearless by Eric Blehm (I believe) and last movie I watched was The Wolf of Wallstreet by Martin Scorsese.

25.  Has CRM ever got you in trouble with your partner/family.

Not really. My wife is not happy when I travel but I’m never really “in trouble” for it.

26.  Have you friends ever told you to stop talking/tweeting/blogging about CRM? What does your partner/family member(s) think of CRM

Not really. Everyone is very supportive. My family members think it’s an awesome product but I try not to talk about work too much when I’m with my family.

27.  Tell me something interesting/unusual about yourself

In July of 2005 I was a 22 year old Computer Engineer living in Venezuela. I was single but I wanted to have a family some day. As the country was getting worse and worse I decided to sell everything I have and move to America to chase my American dream. I didn’t speak English but I bought a ticket to Miami 2 weeks from that day and sold everything I could. I came to this country with $3,500 in my pocket, a suit case, and lots of hope. I went from a business owner computer engineer in Venezuela to unpaid intern at a computer school. I worked my way up to where I am and I hope to continue to grow in this industry.

28.  Who is the first CRM MVP you remember reading/seeing

First MVP I ever saw was Shan McArthur at Convergence 2012 but before seeing Shan at Convergence I remember reading about Tanguy’s tools and hoping to meet him some day. I had the opportunity finally at the MVP Summit and he was/is the coolest guy. He only charged me $10 for a picture with him when he normally charges $20. What an awesome friend.

29.  Tips for someone who wants to become a CRM MVP

There are many tips that have been repeated over and over but I don’t think people embraces exclusivity. I believe that if you want to be a CRM MVP you should find a place and become the best at it. For example, say you decide to create youtube videos about CRM. Don’t go and create 3 videos, answer 20 questions, post 15 blogs, send 100 tweets. That won’t get you noticed as fast as posting 75 videos on youtube, or answering 300 questions on the same forum. Being an MVP is all about getting noticed by the right people, to get noticed you need to stand out by helping others, answering 2 questions on 20 forums is not the same as answering 40 in one forum. The people from that forum will notice you and that’s what you need. So, pick a vehicle and be the best at it.

Quickfire questions (choose one option and no explanation)

Steve Jobs or Bill Gates

Bill Gates

Javascript or .NET

Javascript

Internet Explorer/Chrome/Firefox/Safari

Maxthon Browser

Wine/Beer/Soft Drink

Beer

Certifications or Use CRM

Both – using CRM is more important than book knowledge though

twerking or tweeting

Tweeting

books or ebooks

book

save or autosave

save

OnLine or On Premise

Online

Windows 7/Windows 8/Linux/Mac/Other

Windows 8

work from home or work from office

Office

Miley Cyrus or Billy Ray Cyrus

You have to go with Billy Ray’s Mullet. Serious in the front, party in the back. Just like Windows 8.

Windows 8 is the mullet of operating systems.

Vinyl/CD’s/MP3’s/Subscribe

Pandora One

Zero Inbox/Overflowing Inbox

Zero Inbox

Early Bird/Night Owl

Early bird

Do Today/Do Tomorrow

Today

CRM Developer/CRM Consultant

Consultant

Hot Weather/Cold Weather

I generally like Cold better

Half Full/Half Empty

Half Full – always look for opportunities where others see disadvantages

CRM 2013 – security role upgrade error – New Forms insufficient permissions

I have seen this error pop up a few times on the CRM Forums and thought I would add here on the blog just to help publicise the problem and thankfully the solution

The solution was posted on the CRM forum by Scott Durow a CRM MVP who often swoops into forum posts to provide the answer when no one else seems to know the solution.  It’s been very interesting answer questions on the CRM forum because I have learnt a fair bit on CRM 2013 but trying to replicate the problems but I have also learnt a lot from the answers to forum posts given by the CRM MVP’s.

I recommend follow Scotts blog and twitter feed

So this was the forum post – Update and Insufficient Permissions

 

We just went through the CRM update last night and some of our members can not access the system due to ‘Insufficient Permissions’?  What is the issue causing this and what is needed to correct it to allow them access?  Thanks!

Scott’s reply was

It sounds like a known issue with custom security roles where you must add additional access after the upgrade. Compare your custom roles with the out of the box roles to find what is missing – see dynamicsuniversity.com/…/crm-2013-new-forms-insufficient-permissions

 The link Scott posted goes through in detail how to resolve this problem.  I have pasted a little bit but I recommend you go to the page to see the full blog post.  Basically the problem occurs if you use custom security roles, when you upgrade to CRM 2013, these security roles won’t have been granted access to the new features where as the default security roles will have.
 

If you use custom security roles as your only security roles in CRM 2011 then you may run into this permissions issue when you upgrade to CRM 2013 and use the new 2013 Account and Contact forms:

It is a nice generic error with no log file attached or available for download.

The fast solution is to give that user one of the default CRM roles like Salesperson

– See more at: http://dynamicsuniversity.com/blog/crm-2013-new-forms-insufficient-permissions#sthash.1iVXZ5HN.dpuf