Prepare for the Upgrade to Microsoft Dynamics CRM 2013

Microsoft has a powerful vision for CRM. It is defining and delivering a connected and forward-looking enterprise - the successful enterprise of the future, an enterprise that connects its employees, partners and customers to what they need, in the right context. The upgrade to Microsoft Dynamics CRM 2013 is the first step to realizing that potential.

I recommend reading this document to prepare your organization for Microsoft Dynamics CRM 2013 upgrade.

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Using existing Active Directory users with CRM Online

If you have a large organization that uses Active Directory to manage your users and groups, setting up Active Directory synchronization will allow you to manage all of your CRM Online users in a central location, avoiding the need to manage multiple user accounts and passwords. In the Office 365 portal, each user record automatically includes user details such as phone number, which is populated from the corresponding user entry in Active Directory. After you assign a CRM license to a user in the Office 365 portal, the user (and all associated details) will appear within the CRM application. If the user's name or other information is updated in Active Directory, any changes will automatically propagate to CRM.

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Integration CRM and SharePoint to store contents - Part II

Once the SharePoint component for CRM has been installed properly and all the appropriate permissions have been given to intended CRM users for upload, it's time to configure which entities will take advantage of SharePoint document libraries.

Instead of writing full article and just to save the effort I'm providing link to an article on MSDN which covers the rest of the details.

Reference link: MSDN - Integration CRM and SharePoint

Integrating CRM and SharePoint to store contents - Part I

To integrate CRM 2011 and SharePoint 2010/13, your first first step is to install CRM List Component in your SharePoint (site) instance.

Once installed navigate to "Central Site Admin"in SharePoint and make sure ‘Microsoft SharePoint Sandboxed Code Service’ is started under ‘Manage services on

In Central Site Admin select the web application > site collection which will store contents (documents, images, spreadsheets, etc.) for you. Next select General Settings > General Settings from the ribbon menu and set the property  for ‘Browser File Handling’ to ‘Permissive’.

Navigate to the desired site collection, next selction Solutions from ‘Settings’. Next locate the component solution file (*.wsp) you just downloaded and upload into the solutions library.

Once uploaded ‘Activate’ the solution.

Out of scope:
Make sure you have given appropriate permissions to CRM user to upload contents in SharePoint document library.

Microsoft Dynamics CRM and SQL Server 2012

At Microsoft Dynamics our vision is to help companies transform into dynamic businesses by impassioning and equipping the individuals in their organizations.  SQL Server 2012 which is being released at the Virtual Launch Event today is helping us deliver on that promise.  Microsoft Dynamics CRM along with SQL Server 2012 provides a mission-critical customer data platform that can provide valuable insights for end-users, fulfilling the vision of “CRM Anywhere” by enabling individuals to access the right information at the right time on the right device.

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CRM Books (FREE) on my Skydrive

I've few books for Microsoft Dynamics CRM lovers and hope that it would benefit them in every way.

Feel free to write back.

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CHANGING 5000 LIST VIEW LIMIT

CRM 2011 has added a count to all list views but this count is limited to 5000 records; if you have more than 5000 records, you will get "Records 1-x of 5000+".

Note: This only applies to CRM 'On-Premise' installation.

USE MSCRM_CONFIG
GO

Update DeploymentProperties
Set IntColumn=-1
Where ColumnName='TotalRecordCountLimit'

-1 (or any negative number), will disable the limit but you can also change it to another limit.

Reset the IIS to apply the above changes.