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CRM Service Calendar colour coding

Chris Graham's picture
Submitted by Chris Graham on Mon, 12/04/2010 - 14:40
in

We've recently started using the Service Calendar in CRM to record room bookings for our conference facilities and training rooms.

In order to make it as easy to use as possible we wanted to have only 3 status codes.  Under Open we kept Tentative and removed Requested and under Scheduled we change Pending to Need More Information and Reserved to Booking Complete.

CRM - Membership subscriptions 09/10

Stephen Gray's picture
Submitted by Stephen Gray on Mon, 23/02/2009 - 11:50
in

Now that CRM can handle mailmerge properly - ie using data from multiple related entities i took the opportunity to improve the membership administration process.  in addtion. the create entity on workflow allowed me to generate the new year's transactions. 
Meeting with Denise and Frances to review and get a snag list.

Membership renewals for 09/10

Project: 
Microsoft Dynamics CRM 4

CRM 4.0 Snags after upgrade

Stephen Gray's picture
Submitted by Stephen Gray on Thu, 05/02/2009 - 10:29
in

email router
The Microsoft Exchange MAPI subsystem is not installed on this system.ExchangeMapiCdo.EXE

Currency mapping
Creating child records where a currentcy field is mapped wouldn;t work ie Event Participants and subscription history.  Remap and inlcude currencyID and all ok.

custom icons

Javascript nav items on org and contact forms

workflows

default contact view - my active rather than active

 

Project: 
Microsoft Dynamics CRM 4

CRM Upgrade - Rollout plan

Stephen Gray's picture
Submitted by Stephen Gray on Wed, 04/02/2009 - 10:40
in

A plan of sorts for the upgrade to CRM4.0

Thursday 05/02/09

  • 3pm start - CRM Data up until 3pm will be migrated to crm4
  • Run the server upgrade process - all being well will be finished by early evening
  • Get email router sorted

Friday 06/02/09

  • Rollout client upgrades & provide support (secretaries and other regular users)
  • Add and test key workflows - event registrations etc.

Monday 09/02/09

Microsoft Dynamics CRM 4.0 - Outlook Client upgrade

Stephen Gray's picture
Submitted by Stephen Gray on Tue, 03/02/2009 - 17:01
in

Test upgrade of an exisiting CRM3.0 outlook client to CRM4.0 client connecting to the new CRM4 server.

I tested this on a fairly standard staff PC.

Install the client ~ 10mins
I just used the CRM CD for this test and had admin rights on the desktop. Point to crm4
Install went ok - probably took around 10 mins

Run config Wizard ~ 15mins
A configuration wizard is installed on the desktop.  Ran it and completed without error.

Micosoft Dynamics CRM Server - Upgrade 3.0 to 4.0

Stephen Gray's picture
Submitted by Stephen Gray on Tue, 03/02/2009 - 12:22
in

Easy, just stick in the CD and off you go....unfortunately not.

Here's a round up of the process so far.

Get a new server prepared (CRM4)
We're using a virtual server on the new esx server.  We've installed windows 2003 server, IIS, SQL2005, .Net frameworks and all of the update rollups etc. Takes ages so be prepared.

Take a snapshot
VMware's esx server means we can take a snapshot of the server at any point.  Really, really useful- means we can roll back very quickly to a clean install with all the prerequisites.

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