Nitin Dhawan CRM Discussion

A CRM Monster [MCDP, MCDS, MCTS, MCSD]

Microsoft Dynamics CRM 4.0 Best Practise

Posted by Nitin Dhawan on July 3, 2010

Tricks and Tips Tricks and Tips from Users of Microsoft Dynamics CRM
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Microsoft Launches Preview of Dynamics CRM 2011

Posted by Nitin Dhawan on March 25, 2010

Microsoft has delivered a new Community Technology preview (CTP) of the next generation of the company’s Microsoft Dynamics CRM software, codenamed “CRM5.” It’s preview Released Worldwide, On Premises and Online.
Microsoft Dynamics “CRM5” Technology Preview Released Worldwide, On Premises and Online
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Microsoft Releases Technical Preview of Next Generation of Microsoft Dynamics CRM
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Microsoft Unveils Microsoft Dynamics CRM 2011
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The Given key was not present in the dictionary.

Posted by Nitin Dhawan on December 30, 2009

In one of solution, I was facing problem with one custom entity where I was not unable to retrieve newly created attributes from a custom entity getting error [The Given key was not present in the dictionary]. However, It looks like there are few plug-ins registered on execute message for some of existing attributes. Initially, Was not sure about the logic behind these plug-ins, some where may be they are causing issue of retrieval.
To overcome this issue, I have consisder different approaches:
1.  Consisder two attributes i.e. One is old attribute & second is new which i recently created. I have written a business logic using TargetRetrieveDynamic and simple query expression. I was not getting the updated resultset but field was there in the WSDL.
2.  I have written querexpression and exposed Conditional Expressions, Filter Expressions and pass the new created attribute. I am able to get the field now in a resultset.
But, This is a not a right approach. After going some deep dive later i found it’s not a problem with the code. When ever we create a new attributes in a exiting published custom attributes having records. We need to explicitly manually anter one value in a database table. Value can be 0 but should not be null.
After inserting one entry in table my code start working. Happy Coding 🙂

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Comparison Microsoft Dynamics CRM 3.0 to 4.0

Posted by Nitin Dhawan on November 18, 2009

Features 3.0 4.0 Description
Multi-langual Support No Yes The new multilingual user interface makes it possible to have more than one language available for the user interface, Help, and metadata in a single installation. so users can work and share data seamlessly in the language of their choice.
Multi-currency Support No Yes It supports multiple currencies with automatic exchange calculation for reporting purposes. Currency is defined on organization creation as base currency. Currency can also be defined by: org, user, Account. All financial transactions to capture the value of the transaction in both the base currency & transaction currency. System administrators to define transaction currencies and define an exchange rate to associate the base currency with the transaction currency Currency order. The account default currency is displayed if one had
been defined. If a default currency is not defined for the account, the user’s default currency is displayed if one has been defined.If a default currency is not defined for the user, the base currency is displayed.
Multi-tenancy No Yes A new multi-tenant architecture allows organizations to host multiple distinct instances of Microsoft Dynamics CRM 4.0 on the same server. This not only allows them to make better use of hardware, it reduces management and maintenance costs associated with the CRM application. Multiple organizations may each have their own instance of Microsoft Dynamics CRM 4.0 without requiring additional database servers, making it an excellent solution for companies that host CRM services for multiple customers, or for organizations with distinct business units who each need their own data repository.
Smart Search No Yes Smart Search makes it easier for you to find what you’re looking for by eliminating clicks and removing the necessity for a separate lookup window. Search results will automatically display if an exact match is found. Relevant options are also displayed on partial matches when you type so you can easily select the relevant item, enabling you to spend your time on higher-value tasks.
Multi-stage Workflows No Yes New tools in Microsoft Dynamics CRM 4.0 make it easier to create multi-stage workflows such as a sales cycle or customer retention process. Microsoft Dynamics CRM 4.0 also provides visibility into running workflow stages, enabling users to see and track the progress of business processes. End users can also see the status of workflows that are running, giving them greater insight into their customers.
Metadata Application Programmer Interface No Yes The Microsoft Dynamics CRM 4.0 metadata application programming interface (API) has been expanded to make it easier for developers to create flexible custom solutions and to enhance integration capabilities. Developers can now create, read, update, and delete metadata on the fly and create custom entities, attributes, and relationships programmatically. The Microsoft Dynamics CRM 3.0 Metadata API is still available to
support backward compatibility. Now it is easier than ever to have a CRM system that is tailored to meet specific business needs with the flexibility to change and expand as the business does.
Support for SQL Mirroring No Yes Line-of-business applications must be available to support business requirements without downtime or loss of data. When mission-critical applications go down, the impact can be significant and the result can be missed opportunities, dissatisfied customers, and lost employee productivity. With support for Microsoft SQL Server® mirroring, Microsoft Dynamics CRM 4.0 maintains a copy of its database so that in the event of a database failure it can switch databases automatically with minimal disruption.
Clustering and Load Balancing Yes Yes Microsoft Dynamics CRM 4.0 supports clustering and load balancing of all solution components, including Exchange Server, SQL Server Reporting Services, and Web services.Clustering allows you to scale your applications effectively so that you can support youruser base and expand as your business grows.
Internet Facing Deployment No Yes Microsoft Dynamics CRM 4.0 gives you an easier, faster way to access your data over the Internet with Internet-Facing Deployments. Now end users can use Microsoft Office Outlook to access the CRM application using hypertext transfer protocol (HTTP) with Secure Sockets Layer (SSL) from home or while travelling without requiring a VPNconnection.
Resource Center No Yes The new Resource Center provides an online community for people to share information and best practices, and learn about using Microsoft Dynamics CRM. In the Resource Center, you have access to a variety of problem-solving content, including:
• Current blog posts,
• newsgroup answers, and
• articles
Advanced Relationship Modeling (Many to Many Relationships,System to System
Relationships)
No Yes Now MSCRM4.0 allows to create
1) System-to-System relationships between supported entities
2) Many-to-Many relationships between supported entities
3) Self-Referential relationships
Advanced Diagnostics No Yes With new diagnostic tools, it is easier than ever to get a clear picture of how well the CRMsystem is running. Diagnostic tools provide administrators with a broad set of alerts and warnings to help detect and resolve issues with the CRM system, including detection of unsupported configurations, before they result in outages.
Portable Application Model No Yes Microsoft Dynamics CRM 4.0 extends the portable application model, which supports the export and import of the entire CRM application for seamless migration to another CRM server. Now security roles, workflows, organization settings, multi-language UI settings, and other metadata can all be imported and exported, making it easier for technical teams to move from development to testing to production or move the
CRM installation to a new server.
Duplicate Detection No Yes Microsoft Dynamics CRM 4.0 helps ensure the quality of your data by providing duplicate detection when adding data to the system or during a regular maintenance cycle.
Data Import Wizard No Data Import wizard is used to move data from other applications into Microsoft Dynamics CRM. Import Data Wizard, which is useful for importing data you have stored in a spreadsheet, importing leads that you have purchased, and for enriching existing data.
Windows Workflow Foundation No Yes Microsoft Dynamics CRM 4.0 makes it easier to unify business processes across the business with Microsoft Windows® Workflow Foundation, a set of tools and technologies for creating and integrating data and processes from your CRM solution with other Microsoft line-of-business systems. Workflows built in Microsoft Dynamics CRM 3.0 are forward-compatible and will continue tofunction in Microsoft Dynamics CRM 4.0.
Workflow Wizard No Yes Microsoft Dynamics CRM workflow allows companies to automate how they use and manage data. Microsoft Dynamics CRM 4.0 builds on this capability by empowering end-users to create workflows without IT involvement using a new Web-based workflow wizard. Workflows can easily be shared using team, division, and system workflow libraries so that people can find workflows that are relevant to their work.
Dynamic Data Access for Workflow Design No Yes The workflow forms designer gives users access to dynamic data so they can easily createworkflows that provide rich contextual CRM data. Forms can be easily created that show data values based on live data in your CRM database. Incorporating dynamic data into workflows helps users deliver context-sensitive relevance alongside workflow functionality.
Promote E-mail to Lead No Yes In the past, when the sales manager or salesperson received an e-mail that they wanted to categorize as a lead, they needed to open the lead form and create a new lead. Now they can convert an activity directly into a lead.
Promote E-mail to Case No Yes E-mail messages can be promoted into cases automatically, helping you do your work more efficiently. This reduces the amount of manual work required to manage these typesof activities and speeds customer communications.
Web Mail Merge No Yes New and enhanced tools with support for custom attributes, as well as central storage and sharing of mail merge templates make it easier for users to manage and create mail merges. With CRM 4.0 you can create and share reusable templates with your coworkers so you can work more productively. A new Web-based tool for mail merges empowers users to work with mail merges through the Web.
Reporting Wizard No Yes Microsoft Dynamics CRM 4.0 empowers end users to create, share, and use reports without IT assistance. The Web-based Reporting Wizard provides simplified access to information, allowing users to work more independently and freeing IT staff to do other work. Users can also create and share personalized views and filters on reports to help them focus on the information that’s most relevant to their work and share insight
with others The report wizard allows customers to analyze their data by creating and editing new reportsin Microsoft Dynamics CRM or by customizing an existing report created with the reportwizard. The report wizard will allow customers to:
• Group data
• Summarize data, for example, total revenue
• Present data in tables, graphs, and charts
• Print without exporting to Excel
Scheduled Reporting No Yes Keeping up with changes in the customer repository is an ongoing challenge. Scheduled and recurring reports provide snapshots of the customer information as it evolves. On-demand reporting provides customer data in real time, so that people can stay informed and do their job better.
Offline Reporting No Yes Offline users can take advantage of reporting capabilities using synchronized data. Offline users can easily run reports against their locally synchronized data store on their client machine, and reports are republished in offline mode. Users have full access to reporting features, such as filtered views, helping them be effective even without a connection to the CRM system.
Offline Customizations No Yes Microsoft Dynamics CRM 4.0 offers a consistent user experience whether working online or offline, including the ability to take reports, workflows, and other custom functionality offline. A new offline software development kit (SDK) helps developers create solutions that provide functionality even when a connection to the server is not available.
Smart Navigation No Yes Each organization has its own way of using CRM. You can now easily define the layout of the left navigation pane in Microsoft Dynamics CRM 4.0 so that it exposes only the functionality that your users need. Access to navigation items is role-based, so that users can focus on items that are relevant to their job.
E-Mail Smart Matching No Yes Tracking correspondence is now easier than ever before with tracking enhancements in Microsoft Dynamics CRM 4.0. E-mail smart matching evaluates the incoming messages and automatically matches them with the appropriate conversation, without a visible tracking token. This capability streamlines communications, helping you improve customer response and build loyalty.
Asynchronous Plugins No Yes The plug-in model supports asynchronous in addition to synchronous events. Previous callouts only supported synchronous methods. But Microsoft Dynamics CRM 4.0 plug-ins can be configured as asynchronous events that can occur after the platform call.
Event Framework Plug-ins No Yes A new event framework in Microsoft Dynamics CRM 4.0 makes it easier to extend the capabilities of Microsoft Dynamics CRM with custom code components, called plug-ins, that are dynamically registered and run inside the CRM application. Close integration between custom code and the CRM application makes it easier for
developers to create streamlined solutions quickly. Plug-ins can also be configured to execute while working offline, making it easier to provide customizations that benefit both online and offline users.
Templates No Yes MSCRM 4.0 contains the following out of box templates
– Article Templates
– Contract Templates
– E-Mail Templates
Integration with Office Communicator No Yes Integration with Microsoft Office Communications Server empowers quick communication and collaboration. Users can now see who is online or offline, free or busy, and launch a Microsoft Office Communicator session without leaving Microsoft Dynamics CRM 4.0. This makes it even easier for teams to work together quickly whether they’re in the same office or different geographical regions.
New Deployment Wizards, which include bulk importing of users from Active
Directory
No Yes Microsoft Dynamics CRM 4.0 improves administrator productivity by streamlining the process for adding users. New users can now be created in bulk. Tasks such as importing userinformation from the Microsoft Active Directory directory service, setting user roles, andassigning licenses can all be automated, greatly reducing the time and effort required tocreate new users and freeing up administrators to do other work.
Email Topology changed to support more multiple choices of email
routing
No Yes Microsoft Dynamics CRM 4.0 offers a broad range of choice for e-mail platforms. Native support for Exchange Server ensures seamless e-mail integration, and extends powerfulfeatures of Exchange Server to provide a richer e-mail experience. Support for POP3 andoutbound SMTP allow Microsoft Dynamics CRM 4.0 to support diverse business scenarios.
Multiple ways to Authenticate No Yes Microsoft Dynamics CRM supports multiple authentication models. The type of authentication interface that is used depends on if you are authenticated through Microsoft Dynamics CRM Online, on-premise, or Internet-facing deployment (IFD).
1. Microsoft Dynamics CRM Online – authentication is handled through Windows Live, which was previously known as Passport.
2. Microsoft Dynamics CRM 4.0, on-premise – authentication is handled through Active Directory, which is also known as Windows Integrated Authentication.
3. Microsoft Dynamics CRM 4.0, IFD – Forms based authentication, handled through Active Directory.
New Data Mapping features No Yes The data maps are used to map source data that is contained in the comma-separated values (CSV) source files to Microsoft Dynamics CRM entity attribute types. You have to map a column in the source file to an appropriate Microsoft Dynamics CRM entity attribute by using column mapping or complex transformation mapping. The data in the unmapped columns is not imported during the data migration operation. Data migration also includes owner mapping, notes and attachments, and complex transformation mapping in which data can be modified before migration.
Direct External Interface into Dynamics CRM without a required VPN No Yes Microsoft Dynamics CRM 4.0 allows mobile or travelling users access to the CRM system using the Microsoft Office Outlook client over the Internet without requiring a Virtual Private Network (VPN) connection. The revolution in portable computing has created new challenges to IT departments seeking to give mobile users more secure access to resources. The new Internet Facing Deployment capability in Microsoft Dynamics CRM 4.0 makes it easier for organizations to configure on-premise servers to be accessed over the Internet, reducing the burden on IT. Users can now access Microsoft Dynamics CRM using their Outlook client over hypertext transfer protocol
(HTTP) using Sockets Layer (SSL) from home or while travelling without requiring a VPN connection.
Pop3 Support/Exchange 2007 Support (64 bit) No Yes Microsoft Dynamics CRM 4.0 allows organizations to choose from a wide range of e-mail platforms. In Microsoft Dynamics CRM 4.0, the e-mail router supports POP3 e-mail stores as well as Microsoft© Exchange Server, giving administrators and users greater choice of e-mail technologies. Microsoft Dynamics CRM 4.0 also provides full support for Microsoft© Exchange Server 2007.
Diagnostic Tools in the Outlook for CRM client No Yes Microsoft Dynamics CRM 4.0 gives administrators superior visibility into the functioning of system and workflow processes as well as new diagnostic tools for Microsoft Office Outlook. Some Microsoft Dynamics CRM tasks require longer processing and time to execute than others. Customers requested better monitoring of these processes so they could gain greater visibility into the ongoing performance of Microsoft Dynamics CRM. Microsoft Dynamics CRM 4.0 adds process status viewers that allow administrators to monitor the functioning of asynchronous processes; including data imports, workflows, and duplicate checking. New Outlook diagnostics also make it easier to troubleshoot end-user problems. An administrator can view information about the functioning of the Microsoft Dynamics CRM client, including network connectivity, connection quality, user role, credentials, and synchronization status.
More flexible licensing options such as device versus user CALs No Yes Microsoft Dynamics CRM 4.0 introduces new options that let you match your licensing agreement with your buying criteria and deployment preferences. Every business has different needs and different ways of using CRM. Since the release of Microsoft Dynamics CRM 3.0, we’ve enhanced our licensing model better match how different companies use Microsoft Dynamics CRM. The new device CAL allows organizations to license Microsoft Dynamics CRM on a per-device basis rather than a per-user basis. This can help organizations save money in scenarios, such
as call centers, where multiple users access Microsoft Dynamics CRM using the same device. Many organizations have users who require access to Microsoft Dynamics CRM data but don’t need the full functionality of the solution. For example, analysts may need to use CRM data to make sales projections, even though they don’t usually work inside the Microsoft Dynamics CRM system. The new limited use CAL gives these workers read-only access to Microsoft Dynamics CRM data at a reduced price, enabling organizations to make better use of Microsoft
Dynamics CRM while reducing costs. Many companies are gaining additional value from their Microsoft Dynamics CRM data by making that data available to external systems. For example, an organization might want to expose select data on an external partner, customer, or distributor portal. In order to make it easier for companies to do this, the price of theexternal connector license has been reduced for Microsoft Dynamics CRM 4.0.
Multi-criteria email tracking. Email tracking token can be turned
off
 
 

 

 

No Yes E-mail tracking has been improved in Microsoft Dynamics CRM 4.0 to provide a seamlessuser experience with greater flexibility. E-mail tracking in Microsoft Dynamics CRM 3.0

enables users to track e-mails related to their customers, accounts, contacts. For example, a

salesperson may wish to track responses to customer e-mails related to a particular sales

campaign. This feature has been enhanced in Microsoft Dynamics CRM 4.0 to provide easier and

more flexible tracking options, including automatic tracking and bulk selection of e-mails

for tracking. E-mail tracking no longer requires a tracking token. Instead, e-mails can be

tracked based on a variety of criteria, including subject, sender, and recipient. Users can

customize these settings to match their needs so that important e-mails are tracked

automatically. This enables them to be more efficient in their work and gain better

visibility into customer interactions.

Data Migration Manager No Yes Data Migration Manager, which can be used to migrate data from another customerrelationship management system to Microsoft Dynamics CRM.
Organization Import Wizard No Yes Move Microsoft Dynamics CRM 4.0 organizations to other servers with the new Organization Import Wizard. This wizard allows a new organization to be created in your development environment and easily ported to your production environment. When you upgrade server farms, you can quickly import your existing CRM environments to the new farm, as well as import an organization from any domain in the Microsoft Active Directory® forest. The Organization Import Wizard allows you to keep current users, or map users in the new domain to your imported organization, saving you from manually managing user migration.
Enhanced Performance No Yes Microsoft Dynamics CRM 4.0 delivers several new and improved technologies that boost application performance and help accelerate your business. CRM has been tuned for etter performance in wide area network (WAN) environments, transferring only the data t hat needs to be transferred over slow connections. Microsoft Dynamics CRM 4.0 now uses asynchronous processing for bulk transactions and other long-running tasks,
minimizing the impact on other core business applications. The e-mail router also upports parallel processing of inboxes and improves support for enterprise deployment scenarios, providing a more reliable and responsive end-user experience.
Component Scalability No Yes Because each business uses the CRM application differently, organizations can elect to cluster CRM application services together to match their usage needs. For example, one organization may make heavy use of workflow, while another may have large data imports.Clustering the components and services your business uses most, to match your business needs,improves scalability and improves the responsiveness of your CRM application.
System Job Monitor No Yes Microsoft Dynamics CRM 4.0 gives administrators superior visibility into system and data management jobs. Process status viewers enable administrators to efficiently monitor the functioning of asynchronous processes including data imports, workflows, and duplicate checking. This keeps administrators better informed as to the functioning of the CRM system and makes it easier to diagnose issues.
Advanced Workflow expressions AND Triggers No Yes Workflow additions and enhancements help eliminate limitations so companies and end users can create a wide range of sophisticated automation solutions. The scope of workflow has been expanded to include more events and entities, workflow expressions now include support for transverse relationships, and improved branching conditions make workflows more flexible. Workflows can be triggered automatically when a data value or
flag reaches a specific level. The end result is a workflow platform and tool set for sophisticated and intelligent modeling of business processes.
Workflow Accessibility No Yes End users can access workflow functionality in Office Outlook or through the Microsoft Dynamics CRM 4.0 Web client, giving them broader access to business automation tools. Workflows can be published to a shared workflow library for thers to find and use. This enables users to capture and share their business processes with
others without requiring the intervention of an IT professional.
Campaign Automation No Yes Campaigns are streamlined in Microsoft Dynamics CRM 4.0 so that users can create, launch, and complete campaigns more quickly and with fewer clicks. When a user creates a campaign, they can send campaign e-mail messages and close campaign activities automatically. Automating these manual tasks helps users spend less time
on manual processes.
Activity Synchronization No Yes All activity types in Microsoft Dynamics CRM 4.0 can be synchronized with Microsoft Exchange Server, making it easier for users and organizations to track their work. This allows users to track CRM activities, such as phone calls or letters, in addition to tracking e-mail messages, tasks, and other Exchange Server activities.
This helps unify activities in one place so that users can work more productively.

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Microsoft Dynamics CRM 4.0 Audit Plugin

Posted by Nitin Dhawan on July 8, 2009

Audit Plugin Microsoft CRM 4.0 Audit Plugin is a simple-to-use plugin enabling basic data auditing capabilities. Configured via Plugin Manage. The Microsoft DynamicsTM CRM 4.0 Audit Plug-in was created to address the package’s minimal auditing capability. The audit plug-in can be used by the Microsoft CRM partners and customers to quickly increase the package’s auditing capability to track field level changes.The Audit plug-in is distributed in source format under the Open source licensing as provided by Codeplex license agreement. Knowledge of Microsoft Visual Studio® and Microsoft Visual C#® is required to extend or customize the plug-in. You are asked to contribute any enhancements back to the project. Knowledge of how to install and configure plug-ins for Microsoft CRM 4.0 is required to setup the auditing capability.
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Creating recursive appointments in Microsoft Dynamics CRM 4.0

Posted by Nitin Dhawan on July 8, 2009

Unfortunatily we don’t have this feature in Microsoft CRM 4.0 But Microsoft is plainning to introduce this feature in MSCRM 5.0.

We can achieve this functionality in MSCRM 4.0  customizing the Appointment entity. we have to write a plugin to create next instances of recurring series and save them to CRM database but this is a unsupported approach. it may have some performance issues.

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Why XRM

Posted by Nitin Dhawan on July 7, 2009

xRM is an “anything relationship management” platform, upon which hundreds of partners,ISVs and customers already have written line-of-business apps (LOBs) using the core stack that powers Microsoft Dynamics CRM.XRM is a line-of-business (LOB) application platform for the management of any business entity.Some customers are relying on xRM to help them consolidate their applications, making them more easily customizable and manageable because they are written on top of a common, .Net-based platform. Others are using xRM to create extensions to CRM, Microsoft execs said. Some users decide to “turn off” Dynamics CRM but still use the xRM core to create and maintain other applications, they added, as part of their move to reduce use and dependency on legacy applications.XRM provides customer relationship management (CRM) applications to manage customer relationships in marketing, sales, and customer service. XRM is the same platform that underlies Microsoft Dynamics CRM.
 
CRM XRM
Definition C = Customer: Manage customers through the automation of marketing, sales, and service processes X = Any Business Entity: Many any business relationship through the automation of relevant business unit processes
Used by Marketing, sales, and customer service teams Any team
To Manage Customer relationships Any relationship
Automates Marketing, sales, and service processes Any business process
Tracks Interactions, activities, tasks, and 360-degree history of the customer Interactions, activities, tasks, and 360-degree history of “X”
Provides Customer-centric analytic “X”-centric analytics
 
Sample Solutions:
Vendor: Certification, purchasing, compliance
Employee New employee, benefits enrollment
Prospect: Resume submission, screening and scheduling
Broadcasting: Script creation, negotiation
Notifiable Disease: Outbreak tracking, testing, alert
Environmental Legislation: Enquiry, compliance reporting
Project: RFP, new project kick-off, status update
Conservation Contract: Contract selection, contract maintenance
Grant: RFG, proposal evaluation, grant tracking
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Update Rollups for Microsoft Dynamics CRM 4.0

Posted by Nitin Dhawan on July 3, 2009

Update Rollup 12 for Microsoft Dynamics CRM 4.0 Microsoft has released Update Rollup 12. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 4.0. It includes performance enhancements that are packaged together for easy deployment. Microsoft has released for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, Microsoft Dynamics CRM Data Migration Manager, Microsoft Dynamics CRM 4.0 Language Packs, and Microsoft Dynamics CRM 4.0 E-mail Router.
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Update Rollup 11 for Microsoft Dynamics CRM 4.0 Microsoft has released Update Rollup 11 for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, Microsoft Dynamics CRM Data Migration Manager, Microsoft Dynamics CRM 4.0 Language Packs, and Microsoft Dynamics CRM 4.0 E-mail Router.
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Update Rollup 10 for Microsoft Dynamics CRM 4.0 Update Rollup 10 for Microsoft Dynamics CRM 4.0 is available. This article describes the hotfixes and the updates that are included in this update rollup. This update rollup is available for all languages that are supported by Microsoft Dynamics CRM 4.0.
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Update Rollup 9 for Microsoft Dynamics CRM 4.0 Microsoft has released Update Rollup 9 for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, Microsoft Dynamics CRM Data Migration Manager, Microsoft Dynamics CRM 4.0 Language Pack, and Microsoft Dynamics CRM 4.0 E-mail Router.
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Update Rollup 8 for Microsoft Dynamics CRM 4.0 Microsoft has released Update Rollup 8. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 4.0. It includes performance enhancements that are packaged together for easy deployment.
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Update Rollup 7 for Microsoft Dynamics CRM 4.0 Microsoft has released Update Rollup 7 for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, Microsoft Dynamics CRM Data Migration Manager, Microsoft Dynamics CRM 4.0 Language Pack, and Microsoft Dynamics CRM 4.0 E-mail Router.
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Update Rollup 6 for Microsoft Dynamics CRM 4.0 Microsoft has released Update Rollup 6 for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, Microsoft Dynamics CRM Data Migration Manager, Microsoft Dynamics CRM 4.0 Language Pack, and Microsoft Dynamics CRM 4.0 E-mail Router.
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Update Rollup 5 for Microsoft Dynamics CRM 4.0 Microsoft has released Update Rollup 5 on 2.July.2009 for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, Microsoft Dynamics CRM Data Migration Manager, Microsoft Dynamics CRM 4.0 Language Pack, and Microsoft Dynamics CRM 4.0 E-mail Router. To maintain parity between the the application components of Microsoft Dynamics CRM 4.0, this update rollup includes packages for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Outlook, Microsoft Dynamics CRM Data Migration Manager, Microsoft Dynamics CRM Language Packs, and Microsoft Dynamics CRM 4.0 E-mail Router.
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Update Rollup 4 for Microsoft Dynamics CRM 4.0 Microsoft has released Update Rollup 4. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 4.0. It includes performance enhancements that are packaged together for easy deployment.
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Get Latest Updates Rollup 4 information for Microsoft Dynamics CRM 4.0 Update Rollup 4 for Microsoft Dynamics CRM 4.0 is available. This article describes the hotfixes and the updates that are included in this update rollup. This update rollup is available for all languages that are supported by Microsoft Dynamics CRM 4.0.
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White Paper:Optimizing and Maintaining Microsoft Dynamics CRM 4.0 This white paper details techniques, considerations, and best practices for optimizing and maintaining the performance of Microsoft Dynamics CRM 4.0 implementations.
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Microsoft Dynamics CRM 4.0 updates and hotfixes
This article lists the updates and the hotfixes that are available for Microsoft Dynamics CRM 4.0.
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Microsoft Dynamics CRM 4.0 Management Pack for Microsoft Operations Manager 2005 The Microsoft Dynamic CRM 4.0 Management Pack enables you to administer the Microsoft Dynamics CRM 4.0 Server application in Microsoft Operations Manager (MOM) 2005.
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Microsoft Dynamics CRM 4.0 Adapters

Posted by Nitin Dhawan on June 29, 2009

Microsoft BizTalk Server 2006 Adapter for Microsoft Dynamics CRM 4.0
The Microsoft® BizTalk® Server 2006 Adapter for Microsoft Dynamics® CRM 4.0 enables integration between Microsoft Dynamics CRM and non-Microsoft business applications. This lets you do the following operations:
1. Use Microsoft Dynamics CRM as a send adapter.
2. Discover and use the schema of any Microsoft Dynamics CRM actions and entities.
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Microsoft Dynamics CRM 4.0 (BETA) Adapter for Microsoft Dynamics GP 10.0
Effortlessly demonstrate the updating of customer information within Microsoft Dynamics CRM 4.0 and watch the customer information on the Customer Card within Microsoft Dynamics GP 10.0 automatically update with the changes entered within Microsoft Dynamics CRM 4.0. In addition, demonstrate additional changes to the same customer information with Microsoft Dynamics GP 10.0 and watch Microsoft Dynamics CRM 4.0 also capture these changes. This demonstration is high-level example of a “round-trip” integration between two Microsoft Dynamics solutions.
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Microsoft Dynamics CRM 4.0 Reports An Overview

Posted by Nitin Dhawan on June 28, 2009

What is Microsoft  Dynamics CRM Reports
It uses the term Report to refer to any type of data analysis file, regardless of its origin and type. Therefore, a report may be a Microsoft Office Excel file, a SQL Server Reporting Services report, a third-party reporting file, or a link to an external Web page report.
How to create Reports
Microsoft Dynamics CRM 4.0 includes approximately 24 Reporting Services reports in the default installation and those reports include an additional 28 Subreports. However we will definitely want to create new reports (or modify the default reports) as we customize our MS CRM database with new entity attributes and custom entities.
In Microsoft Dynamics CRM 4.0 we can create Reports in two methods:

Report Wizard All users have access to the Report Wizard to create a report for their personal use, assuming they have any level of access to the Report Create Privilege. The Installation enables the Report Create Privilege on all security roles by default. By default, the Report Wizard creates the report as a personal (individual viewable) report.One can access the Report Wizard by creating a new report from the Reports grid. In addition to creating a report, one can use the Report Wizard to edit an existing Report Wizard report.
Report Definition Language with VS 2005 One can create their own Reporting Services report from scratch by using Visual Studio 2005. To develop reports in VS 2005, one should need Business Intelligence Development Studio add-in to be installed with VS 2005
Reporting Service Versions
Microsoft Dynamics CRM 4.0 Supports the following Reporting Services editions:
1. SQL Server 2005, Standard Edition with SP2
2. SQL Server 2005, Enterprise Edition with SP2
3. SQL Server 2005, Workgroup Edition with SP2
4. SQL Server 2005, Standard Edition, x64 SP2
5. SQL Server 2005, Enterprise Edition x64 SP2
Data Flow Diagram
DFD
Microsoft Dynamics CRM 4.0 reports depend on the connector for Microsoft SQL server Reporting services. SSRS data connector used to proxy request between CRM 4.0, SSRS and SQL server thereby removing trust for delegation Requirement. The SRS connector runs as an SSRS Data Processing Extension and handles all of the delegation for you. The use of the data connector is recommended for Internet facing deployments and anywhere users are not using NT Auth to connect to CRM. Other way to do this in Microsoft CRM 4.0 is to use integrated authentication where trust for delegation is required between the CRM server, the SSRS server and the SQL server with the CRM DB.
Reporting Services Architecture Diagram
Reporting Services Architecture Diagram
Microsoft Dynamics CRM 4.0 Architecture Consist of three layers. First level is MS Dynamics CRM which consist of Reports and Report Viewer ASP.Net Control, here Reports is nothing but an Entity which presented in MSCRM which is not there in MSCRM 3.0 Version. The SQL Reporting Services Report Viewer is an ASP.Net control which runs on the CRM 4.0 Web server. When you choose to run a report from Microsoft CRM 4.0, the ASP.Net control requests the report and data from the remote SSRS box. In practical terms, In Microsoft CRM 4.0 the URL for a report is the CRM Web server.
Authentication in MSCRM 4.0 Reports
Authentication in MSCRM 4.0 Reports
Microsoft Dynamics CRM 4.0 Server uses Report viewer to display data from SRS Server, the connection between Report Viewer and SRS Webservice uses CRM User Context for Authentication.SRS Webservice and CRM Data Connector uses SRS App pool and CRM User Context for establishing connection to MSCRM Filtered views in SQL Server. All data retrieved using CRM Data Connecter controlled by CRM Roles and Privileges Advantages of Data Connector are that it Removes trust for delegation (TFD) requirement. Enabling reports for external applications still is subject to TFD.Report entity is a full CRM entity and Sharing Report is also available. No longer need to make calls to SRS to display list of reports in CRM.RDLs are mastered in CRM.
 Note:
  1. If a user does not have Privileges in CRM he or she will get a blank Report.
  2. Credentials supplied by the user running the report option which expects SystemUserId as the Login Name and OrganizationId as the Password.
  3. Sharing Reports – Users Can share their reports to a team or any specific user.
Prerequisites for Installation of SRS Data Connector:
  1.  SQL Server Reporting Service 2005 or 2008
  2. MS CRM 4.0 needs to be installed (Connector requires MSCRM_CONFIG db)
Installation of SRS Data Connector:
  1. Run the Splash.exe file
  2. Select SRS Data Connector
  3. Select Update the Installation files(Recommended)
  4. Select the MSCRM db Server name in the picklist
Security Privileges
Security Privileges
In Microsoft Dynamics CRM 4.0 Reports are just like CRM system entity. As such, the report entity adheres to the standard security characteristic with that applies to all entities in MS CRM. Each report in MSCRM contains a viewable by attribute, with values of organization or individual. If the report viewable by value equals organization, all users will be able to run reports, provided they have read privileges. If the viewable by value equals individual, the report read privileges will determine each user’s access to the report.
Other Privileges:
  1. Publish Reports – allows users to make a report available to the Organization
  2. Add Reporting Services Reports – allows users to upload .rdl files
  3. Create : allows users to create reports using the Report Wizard

Existing roles will get access to reports as follows:

  1. Manage Reports privilege : full access
  2. Other : default privileges

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