Category Archives: CRM 2011

How To: Delete a CRM Business Unit

Posted on October 20, 2016 by Frank Lee

CRM Business Units (except for the root Business Unit) can be deleted since CRM 2011. A Business Unit can be deleted only after it is disabled.  All related records such users, child business units, teams, facilities/equipment, resource groups, etc. to … Continue reading →

Posted in CRM 2011, CRM 2013, CRM 2015, CRM 2016, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | 3 Comments

How to Get Company’s NAICS code into Microsoft CRM using InsideView

Posted on April 19, 2015 by Frank Lee

On a recent CRM project – we have to find a way to retrieve the North American Industrial Classification System (NAICS) code to sync with a CRM Account (Company) record using InsideView.  NAICS is similar to Standard Industrial Classification (SIC) … Continue reading →

Posted in 3rd Party Addon, CRM 2011, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged | 3 Comments

Microsoft CRM 2015 Upgrade Requires CRM 2013 SP1

Posted on January 7, 2015 by Frank Lee

I’m currently working on a Microsoft Dynamics CRM 4.0 upgrade to Dynamics CRM 2015 project.  That is 3 versions upgrade (4.0 >> 2011 >> 2013 >> 2015).  A lot of folks asked me should they upgrade to 2013 or 2015 … Continue reading →

Posted in CRM 2011, CRM 2013, CRM 2015, CRM On Premise, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0 | Tagged , | 3 Comments

WIF Error – Scribe CRM Adapter installation

Posted on March 25, 2014 by Frank Lee

Today I’d encountered the “Microsoft Windows Identity Foundation (WIF) is required…” error message while trying to install the latest Scribe Adapter for Microsoft Dynamics CRM v5.5 which supports connecting to Microsoft CRM 4.0, 2011, and 2013 plus CRM Online. I’d … Continue reading →

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Scribe Software | Tagged , | 2 Comments

Microsoft CRM Outlook Client Options Error

Posted on December 17, 2013 by Frank Lee

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 , | 1 Comment

Scribe Adapter for Microsoft Dynamics CRM 2013 and Migrating CRM 4.0 to CRM Online 2013

Posted on November 3, 2013 by Frank Lee

Scribe Software has released the Scribe Adapter for Microsoft Dynamics CRM 5.5 on November 1st, 2013.  This latest version of the Microsoft CRM Adapter supports Microsoft Dynamics CRM 4.0 or 2011 / 2013 and for all three deployment options – … Continue reading →

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Data Import, Data Migration, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Scribe Software | Tagged , , , , , , , | 6 Comments

Microsoft CRM 2011 running on Windows Server 2012 R2 and SQL Server 2012 SP1 and Windows 8.1

Posted on September 29, 2013 by Frank Lee

  It has been a busy and exciting month!  Recently, I had updated my test environment in preparation for the release of “Orion” – Microsoft Dynamics CRM 2013.  My latest test environment consists of Windows Server 2012 R2, SQL Server … Continue reading →

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Installation, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Update Rollup | Tagged , , , , | 4 Comments

How to Bulk Delete Microsoft CRM Workflow Jobs

Posted on July 12, 2013 by Frank Lee

There are times when a Microsoft Dynamics CRM Administrator needs to clean-up the existing Workflow Jobs.  Anytime a workflow is triggered, a workflow job record is created – so this will impact the CRM database size at some point.  Here … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, Workflow | Tagged , | 3 Comments

Fiscal Year options can be changed!

Posted on June 4, 2013 by Frank Lee

Remember prior to Microsoft Dynamics CRM 2011 – the CRM fiscal year setting can only be set once.  The fiscal year settings are use mainly for sales quotas prior to the introduction of Goals Management capabilities in CRM 2011.   … Continue reading →

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