The latest update to the Outlook Client for Microsoft Dynamics CRM 2011 (Update Rollup 15 and Update Rollup 11 CU) as well as the Outlook Client for Microsoft Dynamics CRM 2013, includes a number of enhancements for the Outlook Client, mostly around performance improvements.

One of the major changes is the separation of some of the core CRM components from the Outlook processes.

While this separation is a great result for the improvement of performance, it also introduces some “hidden” and unexpected behaviour in environments that have proxy servers for internet access and are using either CRM Online or a Partner Hosted CRM.

Historically CRM ran within the Outlook process and the Outlook client is Proxy aware, Continue Reading…

I recently had a requirement where we had a few hundred mailboxes that needed to be enabled for Forward Mailbox on the email router in a CRM 2011 deployment, a task that may sound daunting were it not for the “Rule Deployment Wizard”, with which we can bulk deploy Exchange Rules to enable to forwarding of all emails as attachments to the Forward Mailbox.

However, as with all things Email Router, it is not always as simple as one would hope. There are quite a few dependencies, mostly around permissions (credentials, relay access etc.) that make the email router the subject of many a consultants frustrations.

In this instance I ran into an issue where the Rules would not deploy because the wizard said “there is no such object on the server”

Continue Reading…

I have had an issue for a while with one of our CRM 4.0 Orgs (that was originally upgraded from CRM 3.0) and now recently had the same problem on a CRM 2011 Org (that was upgraded from CRM 4.0) where I received an InternalOperation error on a native CRM Plugin assembly when trying to add a new user.

I have seen various forum posts around this problem, unfortunately with no solutions.

My team and I spent quite a bit of time investigating this and finally found the solution to the problem (although unfortunately still don’t have the root cause bedded down, that will be the subject of a future post).

The major credit though, needs to go to my Development Manager, Sean Vowles (@seanvowles) who came up with the simple solution.

The Error message goes a little something like this :

Continue Reading…

Thanks to the power of Virtualisation and Drive Imaging I was able to setup and try Windows 8 Developer Preview within 4 clicks and a 10 minute wait (In which I made myself a cup of coffee) all thanks to the Go2Cloud Virtualisation platform and Free trial.

I simply signed up for the 5 day free trial, which provides you sufficient resources (thanks to the current promotion) to power up a Windows 8 virtual machine.

Once signed in the process is really simple, Type in a Server Name, Select the Windows 8 Developer Preview Pre-Install Option, enter the size of the disk you would like (20Gb is required for the Pre-Install Image) and click Add.


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In this seventh and final interview instalment from Software Advice, General Manager of Dynamics CRM, Brad Wilson talks about what is new in Microsoft Dynamics CRM 2011

With over 500 new features Dynamics CRM 2011 is a real game changer.

These new features are segmented into 3 key areas :

Familiar – This includes the Office Fluent UI which is visible both in the Web client and well as the new super enhanced Outlook MAPI Client

Intelligent – These enhancements are around the integrated Dash boarding and real-time visualisations capability (something CRM has previously been lacking), Goal Management and more.

Connected – with seamless integration with SharePoint 2011 and Linc and Microsoft Exchange to name a few.

I will of course let Brad Wilson tell you all about them, enjoy this final interview video. Continue Reading…

In this sixth interview instalment from Software Advice, General Manager of Dynamics CRM, Brad Wilson chats about what Microsoft’s strategy is around marketing automation in Dynamics CRM 2011.

Marketing capability in Dynamics CRM 2011 is a standard feature out of the box, with Marketing List automation, Mail merges and campaigns being among the available components.

The beauty of the Dynamics CRM platform however, is the ability for other Independent Software Vendors (ISV’s) to create their own software components that further enhance the native capability of Dynamics CRM.

So although the marketing components of Dynamics CRM are pretty capable there are some really world-class add-ons available from companies like CoreMotives that further enhance the marketing and web intelligence of Dynamics CRM.

Check out this interview for more details. Continue Reading…

In this fifth interview instalment from Software Advice, General Manager of Dynamics CRM, Brad Wilson discusses the success of the Dynamics Marketplace.

With almost 300 applications available between Dynamics CRM 4.0 and Dynamics CRM 2011 the marketplace is growing at a pretty astounding rate.

I really look forward to seeing how it progresses over the coming months.

Enjoy the video. Continue Reading…

In this fourth interview instalment from Software Advice, General Manager of Dynamics CRM, Brad Wilson discusses how the Microsoft Partner eco system needs to adapt to take full advantage of the opportunities that exist in moving to the cloud.

The Dynamics Marketplace combined with CRM 2011’s Solution Framework is just one of the examples of where Partners can leverage the move to the cloud, the combination of these two allows partners to easily package vertical solutions that they have developed and on sell them to the broader Microsoft Dynamics CRM customer base, with the option to easily deploy to existing CRM environments.

Another of the many advantages of Microsoft CRM Online and other Partner hosted CRM environments is the ability to quickly spin up a 30 day trial to demonstrate the functionality of both CRM and custom solutions from the Marketplace with minimal cost and time investment.

I hope you enjoy this interview. Continue Reading…

In this third interview instalment from Software Advice, General Manager of Dynamics CRM, Brad Wilson discusses the move of customers to CRM in the cloud.

As cloud applications become more prolific, the choice between being able to run applications in the cloud or on premise is becoming more commonplace.

The strategy for Microsoft Dynamics CRM since CRM 4.0 has been for the cloud and on premise version to share the same code base, making it easy to switch between cloud or on premise, it wasn’t achieved perfectly with CRM 4.0 but CRM 2011 has achieved this, in fact if you wanted to move from on premise to Microsoft CRM Online, it is a service that is covered under your software assurance agreement.

Enjoy the interview. Continue Reading…

In the second interview instalment from Software Advice, General Manager of Dynamics CRM, Brad Wilson discusses the pricing strategy behind Microsoft Dynamics CRM 2011 Online, Microsoft’s cloud based offering of the Microsoft Dynamics CRM Platform.

Microsoft Dynamics CRM 2011 Online is currently available in 40 Countries around the world and 41 Languages and has been launched with an extremely competitive price of $34 USD per user per month until June 2011 (Pricing reverts to $44 USD after that), less than one third of the current comparative price.

While Microsoft Dynamics CRM 2011 Online is not currently available in every country, South Africa (where I am from) for example, there are usually Partner Hosted CRM environments available as well, like

The massive advantage being that all flavours of Microsoft Dynamics CRM 2011 (CRM Online, CRM On Premise and Partner Hosted) all share the exact same code base so are interchangeable.

I hope you enjoy this next video instalment… Continue Reading…