Schedule and Prepare your Microsoft CRM Online Upgrade to CRM 2011


Microsoft Dynamics CRM 2011 Online was released to the world on January 17th, 2011.  For current CRM Online (v4) organizations – you should plan and schedule your upgrade to take advantage of the latest capabilities and prepare your users so they are ready.

Microsoft CRM Online System Administrator users should have received an email from the Microsoft Dynamics CRM Online Team regarding this – Upgrade Process and Technical Information link.

Here is a summary on scheduling the upgrade (you can always change it later):

  • Log in to Microsoft CRM Online with System Administrator security role
  • Navigate to Settings >> Administration >> Subscription Management:

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  • Click “Schedule Upgrade” and select the preferred and alternate dates:

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  • Click “Next” to review the Schedule Summary and then click “Schedule” to confirm.
    Note: you can always come back and change it later

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That’s it, pretty easy.  Now to the more challenging part:

Getting your users ready!

I would recommend these initial steps for the Microsoft CRM Administrators:

  1. Become familiar with Microsoft CRM 2011
  2. Identify your company’s standard CRM processes and system integrations that are currently in place (these are critical for business continuity)
  3. Setup a test/trial Microsoft CRM 2011 Online environment – FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!
  4. Port over the current customizations to CRM 2011 – Contact me if you need help
  5. Review, validate and streamline the standard CRM processes using the new Microsoft CRM 2011
  6. Resolve any upgraded customizations that don’t work well in CRM 2011
  7. Prepare user training on the above so they are ready!

 

Contact me if you need help with your Microsoft CRM.  Free Estimate.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee, Microsoft CRM MVP since 2006
Workopia

Posted in CRM 2011, CRM Online, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM | Tagged , , | 2 Comments

How to resolve ‘Windows Live Network is unavailable from this site’ error with Microsoft CRM 2011 Online


Today I had encountered the following error while trying to login Microsoft Dynamics CRM 2011 Online Web Client:

“The Windows Live Network is unavailable from this site for one of the following reasons…”

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Resolution:

  • Update Internet Explorer Security Site settings:
  • Internet Explorer >> Tools menu >> Internet Options >> Security tab >> select “Trusted sites” then click on “Sites” button

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Contact me if you need help with your Microsoft CRM.  Free Estimate.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee, Microsoft CRM MVP since 2006
Workopia

Posted in CRM 2011, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, Troubleshooting | Tagged | 4 Comments

Microsoft CRM 2011 Launch Event in San Francisco–This Thursday, Feb. 3rd.


Don’t miss the chance to see Microsoft Dynamics CRM 2011 up close and in person in San Francisco this Thursday, February 3rd, 2011.  Link to register.  Hope to see you there.

Location:
Palace Hotel
2 New Montgomery Street
San Francisco, CA 94105

Time (Pacific Time): 8:30AM – 1:30PM
Welcome Time: 7:45AM

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Event Overview

  • Are you seeking improvement in sales forecasting?
  • Would you like to see a reduction in your sales cycle and cost?
  • Do you want a holistic tracking solution and dashboard inside a familiar interface?
  • Are you interested in reducing overhead by moving to the cloud?

Microsoft Dynamics CRM 2011 is designed to help.  Be one of the first to hear how Microsoft Dynamics CRM 2011 can help you boost sales, improve marketing, enrich customer service interactions, and accelerate line of business application development through xRM.

This in-person Microsoft event is geared towards a select group of business and technical professionals—allowing you to network with Microsoft partners and other customers in your area, and learn how Microsoft Dynamics CRM 2011 is being used by both public sector and commercial organizations.

Summary Agenda:

  • Breakfast & Registration
  • General Session
  • Business and IT Productivity Breakout Sessions
  • Break/Sponsor Pavilion
  • Breakout Sessions
    • Hi-Tech Manufacturing
    • Financial Services
    • Public Sector
    • Microsoft Office 365 and Windows Intune delivering a complete cloud based desktop package for business productivity and security for PC’s
  • Closing Remarks/Raffle

 

Contact me if your business is looking for Microsoft CRM help.  Free Estimate.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee, Microsoft CRM MVP since 2006
Workopia

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

Troubleshooting Microsoft CRM 2011 Online Outlook Client Installation


Here are some Microsoft Dynamics CRM 2011 Online Outlook Client installation errors that I had encountered so far and how to resolve them.

Note: Always check that the latest version of the CRM 2011 Outlook Client is installed.  Also ensure that the CRM Outlook Client is installed properly.

  • Receive the following messages during installation:
    A required resource was unavailable
    Encountered an improper argument
    The command line argument is not valid.  Verify the switch you are using

Resolution: Re-start Windows and then Un-install/Re-install the CRM Outlook Client

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  • Receive the following messages during configuration:
    There is a problem communicating with the Microsoft Dynamics CRM server

Resolution: Un-install the CRM Outlook Client, Windows Live Essential and Windows Live ID Sign In Assistant.  Then Re-install.  If you want to keep Windows Live Essential intact you can try to repair it first.

110130_CRMOutlookConfigurationIssue

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  • Microsoft CRM Outlook Toolbar, CRM Menu and Folder content not showing up

Resolution: Un-install CRM Outlook Client, Repair or Re-install Microsoft Office, then Re-install CRM Outlook Client

110130_CRMOutlookToolBarMissing

110130_CRMOutlookFolderNoContent

 

 

Contact me if you need help with your Microsoft CRM.  Free Estimate.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee, Microsoft CRM MVP since 2006
Workopia

Posted in CRM Online, Microsoft CRM Installation, Microsoft CRM Outlook Client, Troubleshooting | Tagged | 5 Comments

Microsoft CRM 2011 Online Outlook Client Installation


Now that Microsoft Dynamics CRM 2011 Online is released (RTW).  Here are some of my good notes on how we go about performing the Microsoft CRM 2011 Online Outlook Client Installation:

Installation:

  1. Check that hardware and software requirements are met
  2. Check and uninstall any previous version of CRM Outlook Client, including any CRM Outlook Offline components – review this link
  3. Login to the Microsoft CRM Web Client to ensure your login/password are OK
  4. Use Internet Explorer (IE) 9 if possible.  Note: Windows XP doesn’t support IE9
  5. Configure Internet Explorer to allow download the number of files at one time to 10
  6. Enable Internet Explorer (IE) Compatibility View for “dynamics.com”
  7. Add the following URLs to the Internet Explorer (IE) “Trusted” Security Zone:
    • *.dynamics.com
    • *.live.com
    • *.microsoftonline.com
  8. Allow IE pop-ups from:
    • *.dynamics.com
    • *.live.com
    • *.microsoftonline.com
  9. Be sure that Internet Explorer (IE) Browsing history “Delete browsing history on exit” setting is unchecked
  10. Increase IE Disk Space Size for Temporary Internet Files to 350MB
  11. Apply Windows and Office Update via Microsoft Update
  12. Install .NET Framework 3.5 and 4.0
  13. Install the Microsoft Dynamics CRM 2011 Online Outlook Client via setup bootstrapper or full download
  14. Apply the latest CRM 2011 Update Rollup via Microsoft Update
  15. Open Microsoft Outlook and ensure that the CRM Outlook Client is running OK
  16. Link to my recommended initial Microsoft CRM Outlook Client settings

For more detailed installation information, here is the link to the Microsoft Dynamics CRM 2011 for Outlook Installing Guide for use with Microsoft Dynamics CRM Online

More Microsoft Dynamics CRM for Outlook Installation Instructions

 

Additional Note:

 

 

Contact me if you need help with your Microsoft CRM.  Free Estimate.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee, Microsoft CRM MVP since 2006
Workopia

Posted in CRM 2011, CRM Online, Microsoft CRM, Microsoft CRM Installation, Microsoft CRM Outlook Client, Microsoft Dynamics CRM | Tagged | 3 Comments

Importing Outlook Contacts into Microsoft CRM Online using Add Contacts Wizard


I often get asked what is the best way to import existing Outlook Contacts to Microsoft Dynamics CRM.  If you are using Microsoft CRM Online then one of the best options is to use the built-in “Add Contacts Wizard”.  Here is the link to the How To: Importing Outlook Contacts into Microsoft Dynamics CRM Online using Add Contacts Wizard article written by one of our consultants detailing the steps and our deployment approach.

Also, here are some useful links that I often reference regarding Microsoft CRM Outlook:

CRM-Outlook Field Mappings

Propagating Deletes on Items Synched between Microsoft CRM and Outlook

Synchronizing CRM Contacts I do NOT own to my Outlook

Duplicate Detection in Outlook

Enjoy!

Contact me if you need help with your Microsoft CRM.  Free Estimate.

Posted in CRM Online, Microsoft CRM Outlook Client, Outlook Contact Import | Leave a comment

How To: Creating Custom Report with Microsoft Dynamics CRM 2011 BIDS Fetch Extension


Here is a wonderful step by step guide written by one of our consultants on creating Custom Report with Microsoft Dynamics CRM 2011 BIDS Fetch Extension.  I love this new design – building custom reports for Micrsooft CRM Online is so much easier now and with this appraoch it leverages the same reports development tool as for On Premise.  Win – Win!

 

Contact me if you need help with your Microsoft CRM. Free Estimate.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee, Microsoft CRM MVP since 2006
Workopia

Posted in BIDS Report Authoring Extension, CRM 2011, CRM Online, Microsoft CRM, ms crm 5.0 | Tagged | 2 Comments