Monthly Archives: August 2011

Initial CRM 2011 Outlook Client Settings


Here are some good initial Microsoft CRM 2011 Outlook Client settings that I’d suggest.  Note: Your organization’s initial Microsoft CRM settings may be different – always check with your CRM administrator for guidance: Check only “Outlook Synchronization” under the Microsoft … Continue reading

Posted in Best Practice, CRM 2011, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client | Tagged | 4 Comments

Microsoft CRM 4.0 Upgrade to CRM 2011 – Non In Place Upgrade


Here is good way to upgrade an On-Premise Microsoft Dynamics CRM 4.0 to CRM 2011.  This only applies for the Non-In Place Upgrade scenario (keeping the original environment intact). Make a backup of the Microsoft CRM 4.0 database and copy … Continue reading

Posted in CRM 2011, CRM On Premise, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, ms crm 5.0, Upgrade | Tagged | Leave a comment

Date/time format is not valid –Track in CRM error


While helping a building materials manufacturer with their Microsoft CRM Online implementation – I’d ran into this Microsoft Dynamics CRM 2011 Outlook Client issue.  On some Outlook Contacts, when trying to Track the Outlook Contacts to CRM – this error … Continue reading

Posted in CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, Outlook Client, Troubleshooting | Tagged , | Leave a comment

Shortcuts setup in Microsoft CRM 2011 Outlook Client


Here is a good technique to quickly access your common Microsoft CRM 2011 areas(Accounts, Contacts, Leads, etc.) within the Microsoft Dynamics CRM 2011 Outlook Client: Use the Shortcuts view in the Outlook Navigation Pane – it supports creating shortcuts to … Continue reading

Posted in Best Practice, CRM 2011, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client | Tagged | Leave a comment

Upgrading a Microsoft CRM 4.0 32 bit server environment to CRM 2011


I had recently been asked by one of our CRM customers in the food ingredients manufacturer and distribution business how to upgrade their On-premise Microsoft Dynamics CRM 4.0 to CRM 2011.  In particular – their MS CRM 4.0 Server is … Continue reading

Posted in Best Practice, CRM 2011, CRM On Premise, Deployment Manager, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, ms crm 5.0, Upgrade | Tagged | 3 Comments