· Take a look at this function in your organization DB (this is used in the filtered views):

fn_FindUserGuid

You can see this in a SQL server trace, the challege was finding it

Main Benefit

The SRS Data Connector is a service that connects the Microsoft Dynamics CRM 4 Community Technology Preview 2 Server computer to the Microsoft SQL Report Server computer. The SRS Data Connector eliminates the Kerberos double-hop authentication that was required for Microsoft Dynamics CRM 3.0 deployments where Microsoft SQL Server Reporting Services was installed on a separate computer. The SRS Data Connector is installed as a separate component.

About Kerberos Double Hop ( from http://blogs.technet.com/b/askds/archive/2008/06/13/understanding-kerberos-double-hop.aspx )

There are requirements for a service to be able to perform Kerberos double hop. The service account needs to be trusted for delegation. Meaning it must be trusted to act upon another user’s behalf. Source and target servers must be in the same forest or there must be a forest level trust between forests and the first level service account must be in the trusted forest root.

How it Works:

Step 1 – Client provides credentials and domain controller returns a Kerberos TGT to the client.

Step 2 – Client uses TGT to request a service ticket to connect to Server 1.

Step 3 – Client connects to Server 1 and provides both TGT and service ticket.

Step 4 – Server 1 uses the clients TGT to request a service ticket so Server 1 can connect to Server 2 .

Step 5 – Server 1 connects to Server 2 using the client’s credentials.

Before doing this make sure you have users / queues created in CRM who have email method selected as “Email Router” & not “outlook”. Also make sure these users & queues have right email address, corresponding to mail server you are using.

In email router config manger create incoming email profile as shown below. Give ur pop3 server address & a easy to identify profile name. in “Advanced” put the incoming port number provided by your email provider.

Then configure an outgoing email profile as shown below. Give your smtp server address & a easy to identify profile name. use windows authentication if you have active directory logins. in “Advanced” put the outgoing port number provided by your email provider.

:

Once you have both profiles ready, go to deployment tab & click on “New”. If you use online CRM (cloud CRM) use online service provider else you can choose “My Company” (for on premise installation of CRM). Put the url that you use to log on to CRM in “Microsoft CRM Server” box. Put access credentials (windows AD or other email provider ). Selec the right incoming & outgoing profile names. Click ok.

Now in “users, queues “ tab try to load data. When you successfully load data. Try to test access to see if you are able to connect to your mail servers.

Before doing this make sure you have users / queues created in CRM who have email method selected as “Email Router” & not “outlook”. Also make sure these users & queues have right email address, corresponding to mail server you are using.

http://offers.crmchoice.com/CRM2011Beta-Landing

function UserHasRole(roleName)
{
 //get Current User Roles, oXml is an object
 var oXml = GetCurrentUserRoles();
 if(oXml != null)
 {
  //select the node text
  var roles = oXml.selectNodes(“//BusinessEntity/q1:name”);
  if(roles != null)
  {
   for( i = 0; i < roles.length; i++)
   {
    if(roles[i].text == roleName)
    {
     //return true if user has this role
     return true;
    }
   }
  }
 }
 //otherwise return false
 return false;
}

function GetCurrentUserRoles()
{
 var xml = “” +
 ”<?xml version=\”1.0\” encoding=\”utf-8\”?>” +
 ”<soap:Envelope xmlns:soap=\”http://schemas.xmlsoap.org/soap/envelope/\” xmlns:xsi=\”http://www.w3.org/2001/XMLSchema-instance\” xmlns:xsd=\”http://www.w3.org/2001/XMLSchema\“>” +
 GenerateAuthenticationHeader() +
 ” <soap:Body>” +
 ” <RetrieveMultiple xmlns=\”http://schemas.microsoft.com/crm/2007/WebServices\“>” +
 ” <query xmlns:q1=\”http://schemas.microsoft.com/crm/2006/Query\” xsi:type=\”q1:QueryExpression\”>” +
 ” <q1:EntityName>role</q1:EntityName>” +
 ” <q1:ColumnSet xsi:type=\”q1:ColumnSet\”>” +
 ” <q1:Attributes>” +
 ” <q1:Attribute>name</q1:Attribute>” +
 ” </q1:Attributes>” +
 ” </q1:ColumnSet>” +
 ” <q1:Distinct>false</q1:Distinct>” +
 ” <q1:LinkEntities>” +
 ” <q1:LinkEntity>” +
 ” <q1:LinkFromAttributeName>roleid</q1:LinkFromAttributeName>” +
 ” <q1:LinkFromEntityName>role</q1:LinkFromEntityName>” +
 ” <q1:LinkToEntityName>systemuserroles</q1:LinkToEntityName>” +
 ” <q1:LinkToAttributeName>roleid</q1:LinkToAttributeName>” +
 ” <q1:JoinOperator>Inner</q1:JoinOperator>” +
 ” <q1:LinkEntities>” +
 ” <q1:LinkEntity>” +
 ” <q1:LinkFromAttributeName>systemuserid</q1:LinkFromAttributeName>” +
 ” <q1:LinkFromEntityName>systemuserroles</q1:LinkFromEntityName>” +
 ” <q1:LinkToEntityName>systemuser</q1:LinkToEntityName>” +
 ” <q1:LinkToAttributeName>systemuserid</q1:LinkToAttributeName>” +
 ” <q1:JoinOperator>Inner</q1:JoinOperator>” +
 ” <q1:LinkCriteria>” +
 ” <q1:FilterOperator>And</q1:FilterOperator>” +
 ” <q1:Conditions>” +
 ” <q1:Condition>” +
 ” <q1:AttributeName>systemuserid</q1:AttributeName>” +
 ” <q1:Operator>EqualUserId</q1:Operator>” +
 ” </q1:Condition>” +
 ” </q1:Conditions>” +
 ” </q1:LinkCriteria>” +
 ” </q1:LinkEntity>” +
 ” </q1:LinkEntities>” +
 ” </q1:LinkEntity>” +
 ” </q1:LinkEntities>” +
 ” </query>” +
 ” </RetrieveMultiple>” +
 ” </soap:Body>” +
 ”</soap:Envelope>” +
 ”";

 var xmlHttpRequest = new ActiveXObject(“Msxml2.XMLHTTP”);

 xmlHttpRequest.Open(“POST”, “/mscrmservices/2007/CrmService.asmx”, false);
 xmlHttpRequest.setRequestHeader(“SOAPAction”,” http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple“);
 xmlHttpRequest.setRequestHeader(“Content-Type”, “text/xml; charset=utf-8″);
 xmlHttpRequest.setRequestHeader(“Content-Length”, xml.length);
 xmlHttpRequest.send(xml);

 var resultXml = xmlHttpRequest.responseXML;
 return(resultXml);
}
//// End of Field level security

For official blog:  http://blogs.msdn.com/b/crm/archive/2010/08/03/microsoft-dynamics-crm-2011-the-demo-video.aspx

At the Microsoft WPC conference last week, there was a session called “Taking the Covers Off of Microsoft Dynamics CRM 5”. I watched the recording of this session and tried to provide a summary of the session highlights (to save you an hour of viewing time!). Here we go:

• Microsoft Dynamics CRM 5 (nee “V. Next”) is now branded as Microsoft Dynamics CRM 2011!
  • When we heard this news on Monday we debated how people would pronounce it. Since I call Microsoft Office 2010 as “Office two thousand ten” I was thinking I would use the same pattern for CRM 2011 as “CRM Thousand and Eleven”.
  • However both Bryan Nielsen and Andy Bybee from MSFT pronounced it “CRM Twenty Eleven” instead of “CRM Two Thousand and Eleven”. I guess I will start calling it CRM Twenty Eleven.
• Key messaging for CRM 2011
  • You all know that CRM 4.0 had “Power of Choice” as a key message
  • The key message for CRM 2011 will be the “Power of Productivity“, broken down into three categories:
    • Familiar Experiences
      • Native Outlook Experience (preview pane, ribbon)
      • Advanced personalization
    • Connected Experiences
      • Visualizations, dashboards and graphical navigation
      • Guided processes (scripts)
    • Intelligent Experiences
      • Contextual document repositories (w/Sharepoint)
      • Teamwork and collaboration
• Microsoft is expanding the global availability of CRM Online
  • Will include 8 additional markets
  • 40 markets, 41 languages at the end of 2010
  • Poor Tobago was the punchline on a few jokes!
• CRM 2011 will help you manage both customer AND custom relationships
• Enough with the Powerpoints, let’s see the DEMO! (courtesy of Andy Bybee). It starts around the 8:50 minute mark of the video.
  • Starts with the Outlook client (of course)
    • You can now view the related records AND the regarding records right in Outlook
    • You can convert an email to Opportunity directly
    • During the demo, Andy selected a lookup. If you pay close attention, you can see that now CRM 2011 lookups allow you to select views in addition to Quick Find! Huge!
    • Now you can also do the following from an Outlook email(with CRM data)
      • Add Connection
      • Insert Template
      • Insert Article
      • Attach Sales Literature
• Source:  http://blog.sonomapartners.com/2010/07/taking-the-covers-off-of-microsoft-dynamics-crm-2011-whats-new.html

microsoft CRM 2011 demo video,microsoft CRM 5.0 demo video,MS CRM 2011 demo video,MS CRM 5.0 demo video,ms dynamics CRM 2011 demo video,ms dynamics CRM 5.0 demo video

Microsoft Dynamics CRM for Public Sector

Key Benefits of Microsoft Dynamics CRM for Public Sector

Reference:

http://www.microsoft.com/india/dynamics/product/dynamics_crm/crminhindi.aspx

“The marketplace will allow customers to quickly search, discover and apply industry-specific applications and solution extensions from Microsoft and its partners to help them accelerate and extend their CRM and ERP implementations,” the company explains. “Microsoft Dynamics Marketplace will be integrated within Microsoft Dynamics CRM 2011, allowing customers to search for applications directly from within their CRM solution.”

“Microsoft Dynamics CRM 2011 will further deliver ‘The Power of Productivity’ through familiar, intelligent and connected experiences for customers and partners,” says Brad Wilson, general manager of Microsoft Dynamics CRM. “For customers, it offers new levels of user productivity and collaboration that meet their specific business needs with a low total cost of ownership. For partners, it unlocks new opportunities and provides a single development environment for cloud-based and on-premise deployments. Together, this new release raises the bar in the CRM market.”

Microsoft Dynamics CRM 2011 will be released in online form before software form, as Microsoft is heavily pushing the cloud.

Register to download link:   http://offers.crmchoice.com/betaofferlanding/?campaignid=3C2D347A-8280-DF11-9910-001B7841C76C

Introduction to CRM 2011: http://blogs.msdn.com/b/crm/archive/2010/07/12/introducing-microsoft-dynamics-crm-2011.aspx

Microsoft Dynamics Marketplace: http://crm.dynamics.com/DynamicsMarketplace/landing.aspx

CRM 4.0 e-mail router configuring starts from setting up a queue in CRM and then setting uo the E-mail router.

• Setting up a queue in MS CRM 4.0

1)      Open Settings > Business Management>Queues.

Click on New to add a new queue.

Fill in the form with the Queue Name and the e-mail address for receiving CRM e-mails.

In this case, the queue name is Damaged Stock and the e-mail address is abc@xyz.com

Under Incoming E-mail, set the option to ‘All e-mail messages’. Set the E-mail access type incoming and outgoing to ‘E-mail Router’.

Click Save and Close.

Go to Workplace and Queues to see the queue just created.

• Setting up the CRM Router

1)      Open the Microsoft E-mail Router Configuration Manager.

2)      Click on New to add the configuration profile for Outgoing and Incoming.

Fill in the details as shown below for creating an outgoing profile:

• Profile Name: Email out
• Direction: Outgoing
• E-mail server type: SMTP
• Authentication Type: Windows Authentication
• Location: (is the server name)
• Access Credentials: Local System Account

Click OK.

Similarly, fill in the details for creating an incoming profile as shown below:

• Profile Name: Email in
• Direction: Incoming
• E-mail server type: Exchange
• Authentication Type: Windows Authentication
• Location: (is the server name)
• Access Credentials: Other specified

Enter the credentials for the user and click OK.

3)      Click on the Deployments Tab.

 Click on New and fill in the details as shown below to associate your incoming and outgoing profile with the CRM installation.

• Deployment: My company
• Microsoft Dynamics CRM Server: (in this case)
• Access Credentials: Local System Account
• Incoming Configuration Profile: Email in
• Outgoing Configuration Profile: Email out

Click OK.

4)      Click on Users, Queues and Forward Mailboxes tab.

Click on Load Data to see the queue created along with their incoming and outgoing profile.

• Testing

1)    For testing, send an email to the testing account you are using as the CRM Inbox (i.e. abc@xyz.com).

2)      Open the Queue created i.e. Damaged to see the email.

NOTE: In case the e-mail messages from internal Microsoft Dynamics CRM users are not delivered to the queue as expected then go to Settings > Administration>System Settings. On the Email tab, click to select the Track e-mails sent between CRM users as two activities checkbox and click OK.

Also, go to the Personal Options from the Workplace and click on the Email tab. Select the option ‘All e-mail messages’ in Select e-mail messages to track in Microsoft Dynamics CRM and click on OK.

1.           Open the application web.config (C:\Inetpub\CRM\web.config).

 2.           Locate the <httpRuntime> key within the <system.web> element and change the values to the following:

<httpRuntime executionTimeout=”9999″ maxRequestLength=”10240″/>

3.           Locate the <httpRuntime> key within the <system.web> element of the <location path=’MSCRMServices”> element, and change it to the following:

<httpRuntime maxRequestLength=”10240″/>

4.           Save and close the web.config.

 5.           Open the CRM web application (http://crm).

 6.           Navigate to Settings | Administration | System Settings.

 7.           Click the E-mail tab.

 8.           Change the maximum file size (in kilobytes) field to 10240.

 9.           Click Ok to save the changes.

 10.        Perform IISReset. 

As we prepare to move data as gigantic as 73 lacs+ ( 7 million ) , here are few facts about MS CRM data import capabilities:

1. Scribe is the fastest supported way of migrating data to CRM (over & above CRM data migration manager)
2. CRM data migration manager is slower & supports files up to 32 MB only.
3. As per the scribe speed measured by our team, we will need approx. 17 days to import around 73 lac records.
4. Hence we think, direct SQL data import would be the fastest way to do this import. We can try this on dev / UAT first. (how ever this is not supported by microsoft)

Improving MS CRM Data Migration Performance

http://community.dynamics.com/blogs/cscrmblog/comments/6740.aspx

1. Status and Status Reason values need to be converted to the number value before using data migration manager – see http://rc.crm.dynamics.com/rc/regcont/en_us/OP/articles/statestatus.aspx for default values.
2. When importing multiple related files i.e. Assigning Opportunities to Contacts, you have to ensure you reference a mandatory field in the mapping between the two entities, using Contact Full Name will not work.
3. Ensure date fields are correctly formatted to fit with the date  system settings
4. If you want to load in new picklist values at point of data migration then ensure you tick the box on the first step of the migration to update CRM with any new values
5. Review your data before you load it, if duplicates exist and you migrate data to these records migration manager will fail as it will not be able to uniquely identify the correct record to associate the data to
6. Name your imports intelligently as you will you use these names to delete the data if the migration partially fails
7. If importing data with a link to a system user, Microsoft CRM does not automatically match say the owner field to your specified user. You have to include as one of your files a user csv file that is an export of the users set-up in the CRM system, Migration manager will then ask you which field in this file maps to  a user set-up in the system and then which field from the file to use as the relationship to the user record in your source files i.e. I always do a vlookup in the source files of owner and replace with the domain login name as stored in CRM. I will blog later on this in more detail!
8. If you plan to import in contacts and your contacts are not all unique as a tip create a new field in your database called DM Unique key and make this field mandatory, then populate your source files with a unique number for each of your contacts and use this value as your mapping value between records i.e. Importing Accounts and Contacts where the Accounts reference a primary Contact, add to the Accounts csv a new column that references the new Contact DM unique key and use this to map the primary contact to a contact in the system.
9. Microsoft CRM has an import maximum file limit set in the config file ensure your migration files are below this
10. Before Migration remove any line breaks, ” and , from any text field
11. Ensure that your text fields do not exceed 3000 in character length
12. Allow plenty of time to prep, test and load your data into CRM, it takes longer than you think and you always hit errors with data  cleanliness

Limitations of MS CRM Data Migration

http://social.microsoft.com/Forums/en/crmdevelopment/thread/94a582ca-e3a5-4999-b3bf-90ca2498b06b

Comparison of Scribe & Ms CRM DMM

http://askdynamicscrm.com/Home/tabid/40/entryid/30/Options-for-Data-Migration-and-Integration.aspx