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Category Archives: CRM 2011
How To: Delete a CRM Business Unit
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 Business Unit Delete Remove
3 Comments
How to Get Company’s NAICS code into Microsoft CRM using InsideView
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
Microsoft CRM 2015 Upgrade Requires CRM 2013 SP1
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
WIF Error – Scribe CRM Adapter installation
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
Log in with Yammer and InsideView Social Insights for CRM Online 2013
Yammer is one of the best tools to aid in CRM user collaboration and takes Activity Feed to a whole new level. After all Yammer is a top tier Enterprise Social Network solution. I use Yammer with my Microsoft CRM … Continue reading
Microsoft CRM 2011 running on Windows Server 2012 R2 and SQL Server 2012 SP1 and Windows 8.1
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
How to Bulk Delete Microsoft CRM Workflow Jobs
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 Bulk Delete, Workflow Jobs
3 Comments
Fiscal Year options can be changed!
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 Fiscal Year, Goals Management, Sales Quota
1 Comment