Category Archives: Upgrade

Microsoft CRM Outlook Client Options Error


I’d upgraded a Microsoft CRM Online user’s CRM Outlook Client to 2013.  I’d used the CRM 2013 Outlook Client install bootstrapper which automatically downloads the latest installation files.  It will also detect an existing CRM 2011 Outlook Client installation and … Continue reading

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, Outlook Client, Upgrade | Tagged , | Leave a comment

Microsoft CRM 2013 – Wow!


I’m loving the upcoming Microsoft Dynamics CRM 2013 “Orion”.  I have the CRM 2013 On-Premises and CRM Online beta setup on my latest and greatest test environment.  The new Dynamics CRM 2013 User Experience really wows! I will be presenting … Continue reading

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Polaris Update Notes


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

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


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 , , | 2 Comments

CRM Offline New Activity Error – “Record Is Unavailable”


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


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


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


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

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