Monthly Archives: August 2011

Initial CRM 2011 Outlook Client Settings

Posted on August 22, 2011 by Frank Lee

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

Posted on August 22, 2011 by Frank Lee

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

Posted on August 16, 2011 by Frank Lee

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

Posted on August 13, 2011 by Frank Lee

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

Posted on August 10, 2011 by Frank Lee

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