Monthly Archives: March 2011

Check MS CRM Workflows Ownership to avoid The System Could Not Log You On Error

Posted on March 31, 2011 by Frank Lee

This is a common Workflow error I’d observed on many MS Dynamics CRM environments while trouble-shooting their workflows: The system could not log you on.  This could be because your user record or the business unit you belong to has … Continue reading →

Posted in Best Practice, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Troubleshooting | Tagged , | 1 Comment

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

Posted on March 31, 2011 by Frank Lee

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

How To: Changing Trial Product Key to Production Product Key in Microsoft Dynamics CRM 2011

Posted on March 17, 2011 by Frank Lee

As of March 17, 2011, the Microsoft CRM 2011 90 Day Convertible Trial Key is what most of us used to install the final release (RTM) of Microsoft CRM 2011 On Premise Or Partner Hosted. As we receive our actual … Continue reading →

Posted in CRM 2011, CRM Online, Deployment Manager, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM | Tagged , | 6 Comments

Associated Views – Adding Related Entity Columns supported in Microsoft Dynamics CRM 2011

Posted on March 16, 2011 by Frank Lee

One subtle but very nice new enhancement in Microsoft Dynamics CRM 2011 is that Associated Views allow displaying of related entities’ fields.  For example: I can display the Contact Parent Customer (Account) – Account Number within the Contact Associated View: … Continue reading →

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

Caution: Opportunity Track to Contact–What If Contact Join another Company (Account)?

Posted on March 16, 2011 by Frank Lee

I had an interesting Microsoft Dynamics CRM Online design review with a client today.  The client is with a Business to Business (B2B) Chemical Testing and Analysis Lab and they are tracking their Microsoft CRM Opportunities “Potential Customer” to the … Continue reading →

Posted in CRM 2011, CRM Design, CRM Online, Microsoft CRM, Microsoft Dynamics CRM | Tagged , , , | Leave a comment