Category Archives: Upgrade

Polaris Update Notes

Posted on March 26, 2013 by

The Microsoft Dynamics CRM December 2012 Service Update “Polaris” for CRM Online offers a number of exciting enhancements. If you have an existing Microsoft CRM Online organization, here is how to apply the Polaris Update.  Note: I’d highly recommend creating … Continue reading →

Posted in CRM Online, Microsoft CRM, Polaris, Upgrade | Tagged | Leave a comment

How to tell if your Microsoft CRM Online is using LiveID or Office 365 for Authentication

Posted on December 29, 2012 by

Microsoft Dynamics CRM Online organizations created since July of 2012 are using the Microsoft Office 365 authentication and billing platform.  This was a switch from using Microsoft LiveID since the beginning of Microsoft CRM Online in April of 2008. However … Continue reading →

Posted in CRM Online, Office 365, Upgrade | Tagged , , | Leave a comment

CRM Offline New Activity Error – “Record Is Unavailable”

Posted on December 18, 2011 by

For Microsoft Dynamics CRM 2011 organizations (Online or On-Premise) that were upgraded from CRM 4.0 – if your CRM Users receive the following error message when creating/saving a new CRM activity (Appointment, Task, Phone Call, etc.) while using the Microsoft … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, ms crm 5.0, Offline, Outlook Client, Synchronization Filter, Upgrade | Tagged , | 1 Comment

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

Posted on August 22, 2011 by

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

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

Posted on August 10, 2011 by

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

MS CRM Cascade ActiveOnly is not a valid cascade link type for relationships where the referencing entity has no statecode attribute

Posted on May 18, 2011 by

This week, while working on a CRM 2011 design for a Client in the Bioinformatics industry – I had encountered this error while trying to update the Account to Note Relationship Behavior for Assign to “Cascade Active” setting: The interesting … Continue reading →

Posted in CRM 2011, Customization, Microsoft CRM, Microsoft Dynamics CRM, Upgrade | Tagged , | Leave a comment

How To: Migrate MS CRM Online 4.0 Customization to MS CRM 2011 Online

Posted on March 31, 2011 by

Since the release of Dynamics CRM 2011 (5.0) Online – I’d been asked by a number of our Dynamics CRM 4.0 Online customers how they can find out if their MS Dynamics CRM 4.0 customizations work in MS Dynamics CRM … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Upgrade | Tagged , | 3 Comments

Microsoft Dynamics CRM 3.0 Mainstream Support End Date – 4/12/2011

Posted on February 10, 2011 by

With the pending release of Microsoft Dynamics CRM 2011 (v5.0) this month.  the Microsoft Dynamics CRM 3.0 Mainstream Support End Date is set for 4/12/2011.   Extended Support End Date is set for 4/12/2016.  More details via this link. I have … Continue reading →

Posted in CRM 2011, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, Upgrade | Tagged | 1 Comment