Tag Archives for " mscrm "

1 Developer Tip ‘o the Day: Ribbons and Web Resources

You can customize the CRM 2011 Ribbon to add additional functionality via buttons, for example. When you add such a button, you use Web Resources to identify things such as icons and JavaScript functions, like this: $webresource:new_CloneRecord.js $webresource:new_CloneRecord32x32 It important to remember that any Web Resources referenced by the Ribbon exist ( added to CRM […]

Continue reading

Refreshing a CRM View

In case you didn’t know, there is a refresh button built into the display of each and every View within CRM. If you look in the upper-right corner of the View, you’ll see two circular-green arrows: Clicking this button will refresh the contents of the grid. There is one caveat, however: If you have altered […]

Continue reading

Help get your Dynamics CRM Case Solved Faster using Diagnostics

Dana Martens of Microsoft posted an article on the CRM Team Blog about some tools and techniques that will help you help the support team when you open a support case. http://blogs.msdn.com/b/crm/archive/2011/12/13/help-get-your-case-solved-faster-using-diagnostics.aspx If you submit cases through CustomerSource or PartnerSource, it’s worth reading and is something that I try to do whenever I open a […]

Continue reading

1 What is inside a CRM 2011 Solution file anyway?

Dynamics CRM 2011 introduced us to Solutions, which are self-contained packages of components, customize CRM 2011 to add specific features and/or entities. Like the exported customizations in CRM 4.0, a solution file is a ZIP file, but it can contain a variety of information.  Here is a sample of the contents: Files: [Content_Types].xml customizations.xml solution.xml […]

Continue reading

2 Dynamics CRM 4.0-2011 Upgrade Tip #6: Clean up deleted records

Full disclosure: I am blatantly stealing this idea from Joel Lindstrom at Customer Effective, as outlined in this article: Preparing for CRM 2011: How to Make your Microsoft Dynamics CRM 2011 Upgrade Faster Run the deletion service. In CRM 4.0, if you deleted records, the records were not immediately deleted-they were flagged for deletion, then […]

Continue reading

1 Dynamics CRM 4.0-2011 Upgrade Tip #5: Remove unsupported database changes

As you used your Dynamics CRM 4.0 database you may have had occasion to add "unsupported" objects to the database.  These could be anything from indexes ( fairly supported ) to triggers ( pretty unsupported ) to custom stored procedures. You need to consider removing all of these additions prior to the upgrade. The pre-upgrade […]

Continue reading

1 Dynamics CRM 4.0-2011 Upgrade Tip #4: Clean up old Synch table entries

If you are using the CRM Outlook client you will find two sets of tables in the CRM database beginning with: SubscriptionStatistics and SyncEntry. Like the AsyncOperationsBase table containing old and useless information, these tables present the same sorts of issues. Luckily, the Microsoft UK Dynamics Support team has an answer: Script to clean up […]

Continue reading

1 Dynamics CRM 4.0-2011 Upgrade Tip #3: Clean up the System Job and Workflow Job Tables

In CRM 4.0 the system jobs table, otherwise known as the AsyncOperationsBase table, could expand to the point that normal CRM operations were affected.  That’s a worse-case scenario. Regardless of current system performance, an abnormally large number of records in this table can slow down the upgrade process.  Since we want our upgrade to go […]

Continue reading