Tuesday, September 21, 2010

CRM 2011 Release Versions

This post will no longer be updated. To view the latest mapping for both CRM 4.0 and CRM 2011, visit here.

However, here I provide the mapping of the build version to future updates on CRM 2011.
  • CRM 2011 Beta - Version 05.00.9585.101
  • CRM 2011 RC - Version 05.00.9688.34
This post is intend to change from time to time (how often? , depends on future update releases on CRM 2011 by Microsoft).

So, Stick around!

Monday, September 20, 2010

CRM 2011 beta released!

The wait has come to an end to the beginning of whole new level of business productivity, user interactivity and tight auditing and security.

Microsoft has recently released the fifth version of CRM, the "Dynamics CRM 2011". Still in it's Beta, CRM 2011 boasts a handful of features that were in much demand in CRM 4.0. Here are a few happy bunch spreading the word of new inclusions and enhancements in CRM 2011.

To help you get started with CRM 2011, you can download these documents, ask your questions as also keep yourself updated with the latest

Tuesday, September 14, 2010

Update Rollup vs. Build Version comparison for Microsoft Dynamics CRM

To determine which update rollup is installed on your server or client, the below table provides a precise mapping between the update rollup version and CRM build version.

(This post is regularly updated to keep current with the latest releases)

The updates documented in this blog for:
  • Microsoft Dynamics CRM 4.0
  • Microsoft Dynamics CRM 2011
  • Microsoft Dynamics CRM 2013
  • Microsoft Dynamics CRM 2015
  • Microsoft Dynamics CRM 2016
You can use the below command using SQL Server Management Studio on your CRM database to determine the current version of CRM.

select * from BuildVersion



If you're unable to view the above table, click here to see it in a new page.

As mentioned earlier, I'll try to keep this post updated. In case of any delays, thank you for leaving a comment below. This will keep other visitors updated while notifying me too to take an action.

Tuesday, April 20, 2010

Who has the Outlook Client Installed

There could be times when you would want the list of User's using the CRM Client for Office Outlook. Here is a small script which you could execute on CRM's Organization database. This script will give you the machine name and user's fullname.

SELECT dbo.Subscription.MachineName,
dbo.SystemUserBase.FullName
FROM dbo.Subscription, dbo.SystemUserBase
WHERE dbo.Subscription.SystemUserId = dbo.SystemUserBase.SystemUserId

Tuesday, April 13, 2010

Uploading Attachments using Data Migration Manager

If you want to upload Attachments in bulk into the CRM system, Data Migration Manager comes handy if you know the tricks. Let me summarize the procedure here:

1. List your attachments in a CSV file as shown in the figure below. Let it contain these columns

#Filename, The name of the attachment file.

#Document, Give each attachment a unique name and store it in the file system organized in one of the following ways.

  1. Store attachments in the folder which contains the CSV file where you listed your attachments.
  2. Store them in the sub-folder named Attachments. It must be a sub-folder of the folder where the attachments list CSV file is stored.
  3. Store them in a sub-folder named Documents. It must be a sub-folder of the folder where the attachements list CSV file is stored. (I've used this option as shown below)

#Regarding, Is the name of the record in CRM (Account, Contact etc.) against which this attachment will be stored.

#Title, The title of the Attachment in CRM.

#Here I show the attachment file that is being uploaded. Notice that I've given it a unique name and mentioned the same in the excel file above.

#You are ready to begin the Migration. Here map the CSV file that contains the annotations to the Note entity. If the CSV file contains attachments, check the "Includes Attachments" checkbox as shown below.

#If the CSV file contains notes you can ignore the checkbox. Here is a figure that shows how you can upload Notes.

#Map the columns as usual and if you are uploading attachments map the "Document" Column with the "Document" attribute in CRM.

You are done. The attachments are now accessible on CRM.