Webcast Alert: Microsoft Dynamics CRM and Microsoft Dynamics ERP Connector

Our regular xRM.com blog for Microsoft Dynamics CRM readers might remember our last post about the Microsoft Dynamics CRM and Microsoft Dynamics ERP Connector, Connect Microsoft Dynamics CRM with AX, GP, and NAV. We’d like to alert you to an upcoming related event.

On June 7, 2012, Microsoft will host a one-hour webcast focusing on the Connector, including general information, training resources, and a demonstration of the Connector. Microsoft representative Rich Beliveau will lead the webcast. More details are available at the Microsoft Dynamics CRM event registration web page.

If you want to follow along during the Connector demonstration, we recommend downloading and installing the Connector before the webcast. If you’re a current user of Microsoft Dynamics CRM and Dynamics ERP, with an active Software Assurance (SA) agreement, the Connector is available for free. You will need to order the Connector through a Microsoft Partner or Reseller, such as xRM.com.

If you don’t want to wait until the webcast, we offer Microsoft Dynamics CRM Online training that could potentially cover the Connector. A bulk discount is available, so you can purchase a block of training hours and explore other topics once you’re familiar with the Connector.

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Quick Fix: Outlook error when attempting to track an item in Microsoft Dynamics CRM 2011

Occasionally, when using Microsoft Dynamics CRM Online 2011 for Microsoft Office Outlook, users attempt to track a Microsoft Exchange Server item in Microsoft Dynamics CRM, such as an e-mail or contact, and receive one of the following errors:

An error occurred promoting this item to Microsoft Dynamics CRM. The Microsoft Dynamics CRM server could not be contacted or the user has insufficient permission to perform this action.

The requested record was not found or you do not have sufficient permission to view it.

Similar to what we showed in an earlier blog article, Quick Fix: Microsoft Dynamics CRM 2011 for Microsoft Office Outlook doesn’t load, this issue can be fixed by clearing a temporary file location known as a “cache”, this time in Outlook rather than in the client. Follow along below as we get your item tracking back in tip-top shape.

From Outlook, open the File menu and click Options to bring up the Outlook Options window (see below). Click Advanced on the left, then scroll down to the Developers heading, and click the Custom Forms… button.

 Quick Fix Outlook error when attempting to track an item in Microsoft Dynamics CRM 2011

 The Options window opens (see below). Click the Manage Forms… button

 Quick Fix Outlook error when attempting to track an item in Microsoft Dynamics CRM 2011

The Forms Manager window opens (see below). Click the Clear Cache button.

 Quick Fix Outlook error when attempting to track an item in Microsoft Dynamics CRM 2011

That was easy! Now try to track the last item that gave you the error, and that pesky error will have vanished!

Looking for some Microsoft Dynamics CRM Training to avoid situations like this in the future? That’s great, because training is something we at xRM.com are great at. We don’t just excel at training; we also can connect you with Microsoft CRM Online, xRM Dynamics Business Consulting, and Partner Hosted Cloud Computing Solutions.

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Microsoft Dynamics CRM 2011 Update Rollup 9 Beta

The beta version of the upcoming update to Microsoft Dynamics CRM 2011, Update Rollup 9 (UR9), also known as “CRM Anywhere”, was released on May 9, 2012. To access the beta version, you must first register and complete a survey on the UR9 Beta Connect site. Once you have completed the survey, you can download the UR9 beta, as well as an implementation guide, from Microsoft Connect Downloads.

After downloading UR9, we recommend installing it on a test environment. This is especially necessary because there is no upgrade path from the UR9 beta to the final UR9 release. If you are currently using Dynamics CRM, and you don’t have a test environment available, you may want to consider moving to a partner-hosted Microsoft Dynamics CRM solution.

Support for three additional web browsers (Mozilla Firefox, Google Chrome, and Apple Safari) is included in the UR9 beta. You can use the weeks before Microsoft releases UR9 as an opportunity to test any Microsoft Dynamics CRM customizations and configurations in these browsers. Web applications of all types can sometimes render differently in different browsers, with customizations and configurations in Dynamics CRM being no exception.

Support for Microsoft SQL Server 2012 is also included in the UR9 beta. If you have a production or test environment of Microsoft SQL Server 2012 available, you should connect it with your UR9 Dynamics CRM test environment. If there are any issues with your configuration, you’ll be able to discover them and resolve them ahead of time.

Microsoft Dynamics CRM Mobile is not supported in the beta update, although it will be supported in the final update.

Microsoft created a Beta Discussion Group (this link will not work until you have registered and completed the survey at the UR9 Beta Connect site) for you to pose any questions regarding UR9.

If you’re looking for more information regarding the upcoming UR9 update or just the latest on Microsoft Dynamics CRM, look no further than our xRM.com Microsoft Dynamics CRM blog.

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Microsoft Dynamics CRM 2011 Update Rollup 8

Update Rollup 8 is available for Microsoft Dynamics CRM 2011. It can be downloaded from the Microsoft Download Center as of May 3, 2012 or updated through Windows Update as of May 22, 2012. This update is available for all languages supported by Microsoft Dynamics CRM 2011 and includes several improvements and critical fixes. The following components are affected by this update.

Microsoft Dynamics CRM 2011 Server
Microsoft Dynamics CRM 2011 E-mail Router
Microsoft Dynamics CRM 2011 Language Pack
Microsoft Dynamics CRM 2011 Reporting Extensions
Microsoft Dynamics CRM 2011 Report Authoring Extension
Microsoft Dynamics CRM 2011 for Microsoft Office Outlook

Supported Operating Systems: Windows 7, Windows Vista, Windows XP

Prerequisites: You must have Microsoft Dynamics CRM 2011 Update Rollup 6 (build 5.0.9690.1992) installed to apply this update rollup. This update requires Microsoft .NET Framework 4.

Important Note: You can uninstall Update Rollup 8, however, you should back up your databases before you install this update.

Microsoft Support: Update Rollup 8 for Microsoft Dynamics CRM 2011 is available
Microsoft Download Center: Update Rollup 8 for Microsoft Dynamics CRM 2011

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Quick Tip: Change your time zone in CRM Online

We’ve recently received several Microsoft Dynamics CRM support requests about setting a user’s time zone in Microsoft Dynamics CRM Online. People have reported difficulty synchronizing Microsoft Office Outlook and CRM Online when the time zone of the computer they were using didn’t match the time zone in their Personal Settings in CRM Online. That’s easily corrected.

Each User in CRM Online has a personal time zone setting. Configuring it is simple, and we’ll walk you through that below. If you’re looking for more advanced tutoring, Microsoft Dynamics CRM training may be right for you.

The following steps can be performed by Users with any of the Default Security Roles in CRM Online.

From CRM Online (see below), open the File menu above the ribbon, and click Options.

 Quick Tip: Change your time zone in CRM Online

The Set Personal Options dialog opens (see below). In the General tab, in the Set the time zone you are in section, open the Time Zone drop-down menu and select your local time zone, in our example, “(GMT-8:00) Pacific Time (US & Canada)”, and click OK.

 Quick Tip: Change your time zone in CRM Online

Congratulations, you have now changed your personal time zone.

If you are an administrator who is changing time zones for several other Users, you will need to update the time zones in each of their individual accounts.

For tutorial videos and quizzes about setting more personal options, please visit the xRM.com Success Portal for CRM Online.

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