Category Archives: MS CRM 4.0

CRM Default Team and Business Unit Delete Error Caused by WIP Bin queue

Posted on February 18, 2018 by Frank Lee

Recently on one of my Microsoft Dynamics CRM projects – we want to clean-up the various Teams/Business Units created over the years that are no longer relevant.  However – some Teams such as the default Teams are more challenging to … Continue reading →

Posted in Advanced Find, CRM On Premise, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Troubleshooting | Tagged , , , | Leave a comment

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

Build the Microsoft CRM 4.0 Plug-in Registration Tool with Visual Studio 2013

Posted on August 19, 2014 by Frank Lee

I had a recent CRM project where I needed the Plug-in Registration Tool for Microsoft Dynamics CRM 4.0.  I have the Plug-in Registration Tool for Microsoft CRM 2011, CRM 2013 and CRM Online readily available.  However, these versions of the … Continue reading →

Posted in Customization, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Software Development Kit (SDK) | Tagged , | 5 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

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

CRM Offline New Activity Error – “Record Is Unavailable”

Posted on December 18, 2011 by Frank Lee

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

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

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

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

Microsoft CRM 2011 "CRM 5.0" What’s New

Posted on September 15, 2010 by Frank Lee

What’s new in Microsoft Dynamics CRM 2011 “CRM 5.0”?   Here are two excellent links with the details: http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/whatsNewCRM5.aspx http://msdn.microsoft.com/en-us/library/gg309589.aspx    CRM 2011 On-Premise and Online (hosted by Microsoft) are currently in Beta and is available to the public, here … Continue reading →

Posted in CRM 2011, Microsoft Dynamics CRM, MS CRM 4.0, ms crm 5.0 | Tagged , , | Leave a comment