Developing Client Specific Solutions

I can keep elaborating on each and every customizations and configurations in MS CRM but my goal here is to review the implementation information flow so I'll keep at it, as you can always find several online blogs that discuss various customizations and configurations within MS CRM.

A Design phase can be simple or elaborate depending upon implementation time, customer requirements and the amount of customizations and configurations from 'Simple' straightforward ones to 'Complex' Custom client-specific ones. The clearer the design phase, the quicker is the development phase of the project, else you would see yourself wind up in circles.
A good template becomes necessary here, and it is important for the client to recieve one version and the developer/application specialist to recieve another. Now, it is pertinent for the functional/solution specialist to understand customizations, configurations, and data transformations thoroughly so he/she can generate such a template.

CRM Integration can be well managed by a solutions specialist using visual products for such data transformations such as simego's CRM-Integration. Our Business Intelligence specialist works with this tool populating the tables/views out of our data warehouse and feeds them into the CRM using Simego's tool. It compares data from source or target and creates/updates as necessary, does both full & delta loads for over a million records. Will post on its performance when we use it to its complete capacity, and elaborate more on data topics when I start posting for deployment.

The development phase comprises customizations, configurations, code development and concludes with deployment to test environment. Business validation and testing is then followed by User Acceptance Testing.
I will elaborate on version control and solution management when describing the deployment phase, however, moving the MS CRM solution from the development environment to a test environment also needs to be done with care and keeping versions under control. One must pay attention to the publisher and versions under solution management in Microsoft dynamics CRM especially when you are working with more then one solution. Documenting all seperate data loads be it for products, or any other special entities thru the CRM or thru your own custom utility/tool can be a productive checklist for data loads be it test environment or production, as it will be a good staging set up/test.

CRM Solution Lifecycle Management white paper can be downloaded from here, it describes CRM solution concepts including updating layers, merge behaviors, shared publishers, solution management, hotfixes management, in a complete SDLC. The white paper also includes links to other useful downloads.
I will review local adoption groups and more in my next blog on User Acceptance Testing.

Customizing Queues in CRM 2011

When users need access to multiple custom entities, the system queues feature provides a way to organize it.
Say a user needs access to leads and opportunities to support sales, case entity to support maintenance, and campaigns in support of new marketing efforts, this is an ideal situation to use the queue feature to group these entities together.

Creating Queues: Activities and Cases go into queues as a native dynamics feature. To get Leads, Opportunities, in a queue customize each entity by making sure that the Queues option is selected in the entity definition. You cannot reverse a queue relationship for an entity once established.

Add to Queue: The 'Add to Queue' button appears on the ribbon when this relationship is published. Simply select the entity and select all the individual records to 'add to queue'.

If only a couple entities are added to this queue, it can be easily managed. As more entities get added, this queue becomes long and unmanageable again.  In such a situation, the most effective way is to categorize them based on the entity type and create a personal view.

Creating Views for Queues: A personal view 'My Leads Today' for example can be created when you create a view and specify the related object 'Leads' in the details section.
Now these queues can be easily managed by creating such personal views by entity.
Screenshot details for the use of queues can be obtained here from Mark AuCoin's blog.

Queue Item Security: being a child entity of queue is owned by the user of the queue. So if you need to create, update or delete a queue item, you need 'Append To' privilege on the queue.

Personal Dashboard default page: Now the user can create a dashboard and Set it as his start page with all his personal queue views information on different entities he is working throughout that day, to get his day started.

Customizing Site Map & Ribbon

The application navigation pane is controlled by the site map, which is the node in the customizations.xml of an unmanaged solution. It is affected by the user's security privileges that is, if a user does not have read access to a particular entity in the Site Map, then the navigation option will not be displayed to the user. 
SiteMap also has its own privilege settings which are very useful for specifying privilege requirements to view a page that is not related to a specific entity.

Editing the sitemap is quite a time consuming task - because you have to create solution, add component, export, update Xml and reimport the solution to update the SiteMap.
Any syntax errors will cause the SiteMap not import correctly and then if you don’t like the changes or you have done it wrong then you have to go through the export/change/import procedure all over again.

SiteMap Editor

SiteMap Editor for Microsoft Dynamics CRM 2011 helps developer and customizers to configure the Site Map in a graphical way.

This excellent tool makes editing the SiteMap is a lot easier, you can load the SiteMap into the editor, make the changes and then export them back.
You can get the SiteMap editor on codeplex here. Tanguy also has written other tools and you can take a look at them in his blog here.


There is also the Ribbon editor which can be used to edit the Ribbon using a graphical tool rather than hand editing XML files again. You can download the tool here


Ribbon Editor

Microsoft Dynamics CRM 2011 introduces the ribbon, similar to controls in the Microsoft Office. The ribbon acts as the primary location of controls that are used to perform actions in the application

Working with Ribbons

Create a solution for each entity you want to modify the ribbon. To add or hide buttons, the first step is to export the entity definition. Note that it is recommended to create a solution for each of the entities for which you want to modify the ribbon. That way, the size of the customization file will be smaller and easier to manage. Also, for the purpose of editing the ribbon, you do not have to include the required component in the solution that you are going to export.

Hiding a Ribbon element

To hide a ribbon element, follow the same steps above to export the ribbon. Then locate the Location and the ID of the control that you want to hide from the exported<entity>Ribbon.xml. Finally, specify the control that you want to hide, in the CustomActions area.

Ribbon Editor makes it easier for developers and customizers to edit Microsoft Dynamics CRM 2011 ribbons. With this tool, you have to understand how ribbon works even if you do not have to memorize all its capabilities to customize it.

This application is not a wizard, it is really an editor. There are no consistency checks until you try to import back the ribbon. The download link for this project is in Alpha version; there are also other tools available to edit ribbons online like this one, here among others that offers more operations than just strictly ribbon customization.

Customizations and Custom Development Tools & Utilities

Found this remarkable post, a power point presentation for the CRM 2011 Walkthrough, that takes you through UI customizations options, Solution Management, Web Resources, Processes (Workflows, Dialogs), Custom Activities, Queue Enhancements, Multiple Forms per entity, Security features, Cloud Services, Upgrading from CRM 4.0, and What's not there in CRM 2011 by Jukka Niiranen.

There are many tools & utilities that can be used to boost your customization & developer productivity, custom development. A Microsoft Dynamics CRM 2011 Development Resources wiki page contains some useful tools & utilities in addition to other valuable information, that includes:

• References & Reading Materials
• Extensibility, Enhancement, and Integration
• Troubleshooting and Debugging
• Development Helpers
• Deployment Helpers
• Maintenance and Performance
• Documentation Generation
• ISV Helpers
• Free Solutions

There are many more useful CRM Tools & Utilities for CRM 2011, and these are freeware or open source utilities. You may test them in your development & see if it will meet your needs. The list is also available in Excel file which you can download here

Name:	Category:	Short description:	Type:
Slider Form Control	Form Controls	Slider control for use in forms	Managed Solution
Star Rating Control	Form Controls	Star rating control for use in forms	Managed Solution
Silverlight CRM Image Attachment	Form Controls	Provides a simple way to add a changable image to a CRM 2011 form/entity. The image is stored in the notes, leveragin core CRM.	Silverlight App
CRM 2011 Lookup Preview	Form Controls	Control that shows the preview of selected lookup record	Managed Solution
CRM2011 TreeView for Lookup	Form Controls	Will enable users to use TreeView control to select Lookup data where Lookup is having Self Joined (e.g. account entity  having Parent Account)	Managed Solution
CRM2011 TreeView for Dependant Picklist	Form Controls	Enables Users to use Dependent Picklist data in TreeView form. Having data displayed in TreeView form makes data selection easier and faster	Managed Solution
File upload control – MS CRM 2011	Form Controls	MS CRM 2011, adding a custom control for File Uploading purpose inside the forms, by using the features of MS CRM itself.	JavaScript
MS CRM Rich Text box	Form Controls	This plug-in gives you the feature of adding Rich text box in MS CRM 2011 forms without using any server side HTML or JS or Aspx page.	JavaScript
CRM2011 User Settings Utility	Form Controls	Update user settings for multiple users from one location.	Desktop App
Related records explorer	Form Controls	Silverlight tree control to see the related records(upto any level) of current opened record in form. The entities and the relationships to display is configurable.	Managed Solution
MS CRM 2011 Twitter Integration	Form Controls	Display recent 10 twits related to customer in MS CRM 2011.	Web Resource
LINQPad Plugin for Microsoft Dynamics CRM 2011	General Development	Helps write and execute LINQ queries	Desktop App
CRM 2011 OData Query Designer	General Development	Silverlight app that allows you to build OData queries and execute them and view the ATOM and JSON data returned.	Managed Solution
Connection Controls	General Development	Connection Controls for Microsoft Dynamics CRM 2011 makes it easier for developer to implement discovery and authentication mechanism in their winform project	VS library
CRM2011 Code Snippets	General Development	A set of JavaScript and C# code snippets to facilitate common Microsoft Dynamics CRM 2011 development for Visual Studio 2010.	JavaScript and C# snippets
Developer Toolkit	General Development	Enables integration with Visual Studio and is focused on accelerating the development of custom code Solution components. Included in the SDK.	VS addin
Bulk Delete CRM Attributes	General Development	self-explanatory	Desktop App
BingMaps Browser	Integration	Bing Maps Silverlight control for Microsoft Dynamics CRM 2011	Managed Solution
Skype Connector for CRM 2011	Integration	Allow you to communicate via Skype (outbound calls) directly from a CRM contact record	Managed Solution
InfoPath to CRM	Integration	Enables you to accept emailed InfoPath forms and convert them to entities	Managed and Unmanaged Solution
google maps viewer	Integration	Managed Solution for Dynamics CRM 2011 for embedding google maps in any address form	Managed Solution
Skype Connector for Dynamics CRM 2011	Integration	Skype Connector for Dynamics CRM 2011 enables you to integrate inbound Skype calls with Dynamics CRM. Projects consists of two components: agent tray application & Solution for CRM 2011 (Unmanaged or managed).	Managed Solution and Desktop App
JavaScript Web Resource Manager	JavaScript Development	Helps CRM developers to extract javascript web resources to disk, maintain them and import changes back to CRM database	Desktop App
CRM 4 to CRM 2011 JavaScript Converter	JavaScript Development	Helps convert scripts to the latest CRM 2011 Form scripting model	Desktop App
MS CRM Javascript Intellisense Generator	JavaScript Development	Provide intellisense in Visual Studio for CRM scripting model	Visual Studio include file
Toggle visibility	JavaScript Development	Control visibility of controls, sections, tabs, navigation	JavaScript
Change color of form header and footer	JavaScript Development	self-explanatory	JavaScript and CSS
XrmServiceToolkit	JavaScript Development	JavaScript library for easier JS development. Enables you to execute REST, SOAP methods and other common functions needed	Managed and Unmanaged Solution
XrmSvcToolkit	JavaScript Development	XrmSvcToolkit is a small JavaScript library that helps you access Microsoft Dynamics CRM 2011 web service interfaces (SOAP and REST).	Managed and Unmanaged Solution
CRM 2011 JavaScript Model Generator	JavaScript Development	This tool will increase developer productivity as well as performance in regards to client-side scripting on CRM 2011 entity forms.	Console App
CRM 2011 Visual Studio Tools	JavaScript Development	The tool will listen to the Traffic and when it identifies a JavaScript WebResource file, it will exchange it with your local copy. So you can edit and test the Script directly after you saved the file on your harddrive. You can test the script inside CRM without the need of uploading it to CRM.	VS addin
CrmXpress Trace Helper	Maintanance & Administration	Helps you to enable/disable tracing for CRM components with few clicks. Also gives you the option to manage the trace files from within a single window.	Desktop App
Diagnostics Tool	Maintanance & Administration	Helps you enable trace and devErrors on CRM server. It also generates an HTML report file with information about the CRM deployment	Desktop App
CRM2011 Maintenance Job Editor	Maintanance & Administration	This utility is to be used for editing the CRM 2011 maintenance jobs which are automatically scheduled by the installation of CRM	Desktop App
CrmXpress OptionSet Manager	Maintanance & Administration	Tool to manage all your Option Sets in your CRM 2011 system. It lets you create new Option Sets, update Options in existing Option Sets and delete Options	Desktop App
Multiple Attachment Download Application	Maintanance & Administration	MS Dynamics CRM 4.0 & 2011 don’t have a way for Administrators to Export attachments from database to local machine. This Application allows you to do so	Desktop App
Role Updater	Maintanance & Administration	Add or remove privileges to multiple security roles in one operation	Desktop App
Count CRM users	Maintanance & Administration	Get a count of the number of users across all of your organizations	Desktop App
CRM 2011 Silverlight Web Resource for User Settings	Maintanance & Administration	This utility allows a User with certain permissions to Update User Settings such as DefaultCalendarView, PagingLimit and ShowGetStartedPage.	Managed Solution
Searchable Property Updater	Maintanance & Administration	Makes it easier to bulk change the "Active for advanced find" property of entities attributes	Desktop App
CRM2011 Duplicate Detection Toolkit	Maintanance & Administration	Contains a set of stored procedures that allow to obtain a list of duplicates that can then be consolidated in a report.	Stored procedures & report
CRM 2011 Bulk Disassociation of 1:N relationship records	Maintanance & Administration	CRM Solution which will allow User to remove child records from Parent Entity form and they need not go to individual child record form	Managed and Unmanaged Solution
Export Import User Views	Maintanance & Administration	Silverlight application for Exporting and Importing user views between different Microsoft Dynamics CRM 2011 environments	Managed Solution
Bulk refresh of user details from AD	Maintanance & Administration	Bulk update of user details from AD. Exposed as a ribbon button	JavaScript
CRM Powershell Management pack	Maintanance & Administration	Set of additional cmdlets to manage CRM system	Powershell Snap-in
Metablast	Modelling & Documentation	Runs through the CRM API to automatically generate a CSV file with all of the data fields for the entities that you specified.	Console App
XRMVisioER	Modelling & Documentation	Generates ER model in Visio based on your CRM metadata	Desktop App
CRM 2011 Visio add-in: Business Unit Org Chart	Modelling & Documentation	This Visio 2010 addin connects to CRM Server, fetches all business units in the organization and draws an org chart.	Visio add-in
Metadata Document Generator for Microsoft Dynamics CRM 2011	Modelling & Documentation	Metadata Document Generator makes it easier for Dynamics CRM 2011 integrators to generate documentation about entities and attributes metadata.	Desktop App
CRM 2011 Metadata Browser	Modelling & Documentation	Silverlight 4 application that is packaged as a Managed CRM 2011 Solution. Allows you to view metadata within CRM including Entities, Attributes and Relationships. Can export to Excel	Managed Solution
CRM 2011 ERD Designer	Modelling & Documentation	Silverlight 4 application that is packaged as a Managed CRM 2011 Solution. Allows you to build ERD (Entity relationship diagrams) that are dynamically updated based on the published CRM entities and Fields. Supports printing.	Managed Solution
CrmXpress RunAs GUI	Other	Allows you to create profiles with username and password reducing time for testing with different users	Desktop App
Dynamics XRM Tools	Other	Toolset containing following utilities: Odata Query Designer, MetadataBrowser, Trace Tool, Statistics, CRM4 To CRM2011 JS Converter	Managed Solution
MSCRM 2011 – Send report in pdf format as attachment in email	Other	Send report in pdf format as attachment in email. The main idea for creating it as console application was the ability to run it with windows task scheduler on a timely basis.	Console App
Quickly Create Users in AD from CSV	Other	Creates Active Directory users from CSV list	powershell script
CRM 2011 Autonumbering Solution	Plugins	This is a Solution for crm 2011 for autonumbering the configurated entity.	Unmanaged Solution
CRM 2011 Plugin Testing Tools	Plugins	This Solution is meant to make unit testing of plugins in CRM 2011 a simpler and more efficient process.	Plugin and VS class
Plugin Registration Console Application	Plugins	You can now register your plugins and custom workflow activities from a command line, within Visual Studio from the post-build event or from a TFS Build post-build event.	Console App
Microsoft CRM PluginQuickDeploy	Plugins	This tool is made for speeding up your plugin development against Microsoft CRM 2011.	Console App
Advanced CRM 2011 Auto Number	Plugins	Advanced CRM 2011 Auto Number is the most advanced auto number Solution for CRM 2011 Online, On-Premise and Partner Hosted (IFD).	Managed Solution
Solution Import	Solution Management	Makes it to import a Solution Zip file or a extracted Solution folder to the server in one single operation	Desktop App
Dynamics CRM 2011 Versionhandler	Solution Management	Getting all you customizations under versioncontrol in TFS has never been more simple. Requires Team Explorer	Plugin
SiteMap Editor	UI customization	For editing sitemap	Desktop App
CRM 2011 Visual Ribbon Editor	UI customization	For editing ribbon, shows preview as well	Desktop App
View Layout Replicator	UI customization	Helps copying the layout of a view and pasting it to the layout of other views in the same entity	Desktop App
CRM 2011 Workflow Utilities	Workflows	Custom workflow activities for CRM 2011 for: Delete record, Share or “unshare” a record, Insert hyperlink to a CRM record,	Managed Solution
CRM Manipulation Library	Workflows	Set of custom workflow activities to solve equations, date calculations, manipulates strings, perform regex ) formatting & matching	Custom Workflow Activity
CRM2011 Views and Filters Toolkit	Workflows	custom workflow activities to help manage views, filters, filter templates and local data groups	Managed and Unmanaged Solution
CRM 2011 Distribute Workflow Activity	Workflows	This plugin allows to execute a workflow for each entity that has a 1:N or N:N relationship to a given entity	Managed and Unmanaged Solution
Workflow Automation	Workflows	Schedule worfklows via Task Scheduler	Console App
CRM 2011 Share Record Code Activity	Workflows	A simple custom workflow activity to share any record that can be shared or remove sharing to any record in CRM 2011.	Custom Workflow Activity

Technical Design from Functional Design Document

Diagnosis & analysis phases yield the functional design document in this 'Design' Phase. This document is then handed-off to the technical crew to produce the technical design document followed by development, testing and deployment.

Depending on the complexity of the customization, configuration and XRM specified in the requirements, roles can be assigned for development, testing and deployment in your internal environment, followed by testing & deployment on the customer’s training/sandbox environments.

Now for some art & science on this topic: J Work breakdown structure defining all the technical components and resource assignments furnishing details of the team lead and technical team for each component will help with large enterprise efforts. And this WBS must be an aligned effort by you (partner source) and your (customer source) so that it facilitates information flow for collaborative decisions/executions. Enterprise efforts may involve third party integrations of applications with MS CRM such as Call Center, Email Marketing, Social Networking, etc.,

However, a ready to deploy product (solution) with few customizations and configuration efforts can be technically designed & managed by the technical consultant who also estimates the timeframe to do development, testing. Form changes, web control changes, data modifications, process modifications, security strategy summary, roles-based security (summarizing privileges, entry points, permissions, and sub-roles) will be some of the details furnished and completed during this phase.

I will discuss some commonly used customizations, configurations, and technical design related information in the next post.

Importing Data into the MSCRM Application - Part 2

There are several data exchanges for bringing data into MS CRM periodically or just having it access external data storage. Based on your business needs the best approach for data migration should be determined:

1.    Native MSCRM Imports & Data Migration Manager can be used when the data load is less and business logic is minimal. This can be used for one time migration and for periodic end user imports.

2.    Custom application tools can be used when the data load is moderate and to accommodate the business logic through extension.  This will be used when the number of entity objects is less in number for first time and ongoing migrations. These tools can be automatically started via a job scheduler.

3.    SSIS can be used when the data load is huge and to accommodate the business logic through extension. This will be used when the number of entity objects is more in number and for during the first time and ongoing migrations. The SSIS jobs will be created and scheduled to run for the day to day migration. 

InfoStrat, a Microsoft Federal Partner that does a lot of IT consultation to U.S. government has published a white paper on Data Migration & Systems Integration for MS CRM last month. You can access it here. It evaluates some widely used tools for specific customer considerations of data migration and systems integrations: the Biz Talk Server, Scribe, Simego Data Synchronization Studio, among others.

You can utilize a service best suited for your needs especially if you need to consolidate data from multiple sources, cleanse it, transform it and load it into the MSCRM. The most common data migration functionalities desired by most customers but not limited to, are:

• Cleanse the data to match the data with CRM entity objects
• Creation of data maps for entity objects
• Data mapping of source objects with MSCRM entity objects.
•  Duplication rule for entity objects during data import.
• Implementation of functional business rules during the imports.
• Microsoft supported way of associating the relationship between entity objects during the migration.
• Automated jobs for day to day integration.
•  Auto association of CRM owners with the respective CRM entity records during the imports.

You will be completing the task of importing sample data into the test environments, designed per you customer’s data requirements during this 'Design' phase.

Update:

This sample data import also assumes the import of business units, users, teams to the MS CRM application. Besides, Email router or Outlook configurations will make sense only when you have some sample data in your application though we saw them in the 'Analysis' Phase to review all the installation related configurations together.
My friend Andy Schultz explains the CRM Security Model thoroughly and how you can stretch its capabilities to work for your business situation, in his blog here. Kudos to his storytelling writing style!:)

Importing Data into the MSCRM Application - Part 1

Importing data marks the beginning of the next phase, 'Design' in the MSCRM Implementations:

Data Import Wizard:

Import using the MSCRM 2011 Web application tool ‘Import Data Wizard’ is the standard import utility tool on native CRM. You use this tool to import data records from one or more comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files. Zip files can also be imported but all files have an 8MB size limit for import.

Here is a blog link with screenshots that explains CRM 2011 Data Import Wizard for the following types of Import data:

·                Import data for any entity from a file

·                Import data and create new entity and new fields,

·                Import attachments with notes and do special imports.

To implement data import, you typically do the following:

·         Create a comma-separated values (CSV), XML Spreadsheet 2003 (XMLSS), or text source file.

·         Create a data map or use an existing data map.

·         Associate an import file with a data map.

·         Upload the content from a source file to the associated import file.

·         Parse the import file.

·         Transform the parsed data.

·         Upload the transformed data into the target Microsoft Dynamics CRM server.

You can import data from one source file or several source files. A source file can contain data for one entity type or multiple entity types.

Parsing, transforming, and uploading of data is done by the asynchronous jobs that run in the background.

  

Additional Capabilities:

MS CRM Web services provide additional capabilities that are not available in the Import Data Wizard:

· Create data maps that include complex transformation mapping, such as concatenation, split, and replace.

· Define custom transformation mapping.

· View source data that is stored inside the temporary parse tables.

· Access error logs to build custom error reporting tools with improved error logging views.

· Run data import by using command line scripts.

· Add LookupMap XML tags in the data map to indicate that the data lookup will be initiated and performed on a source file that is used in the import.

· Add custom OwnerMetadata XML tags in the data map to match the user records in the source file with the records of the user (system user) in Microsoft Dynamics CRM.

· Use optional validation checks. Validation is not optional in the Import Data Wizard.

ISV Solutions:

To meet custom code development, Data Import utilities may also be custom developed and utlilized by ISV's.  A spreadsheet of CRM 2011 entities for Data Import can be found in the Sure Step templates and documents, for detailed Data Planning.

Then there are third-party solutions for many data migration needs that simply cannot be covered by the native CRM wizard.

Below are a few examples and you can evaluate which one best fits your needs.

· Scribe Insight

· InaPlex Inaport

· CRM Extensions Import Manager

· Starfish ETL

· eOne SmartConnect

· QuickBix Integration Suite

Blogger Joel Lindstorm  lists some lessons learned migrating data to MS Dynamics CRM 2011 in his blog link. and here's another link

Outlook and Email Router Configurations

Outlook CRM Installation and Configuration in MS CRM 2011

Installation files can be found in this location, here.

In addition, latest rollups will need to be applied after installation to ensure all hotfixes and performance enhancements are in place.

For an on-premise installation there are two steps to complete the Outlook for CRM besides setting it up on the Outlook itself:

1. Setup to install the files on the computer.

2. Next, you run the Microsoft Dynamics CRM Configuration Wizard to configure the application and complete the installation.

Installing MS Dynamics CRM for outlook using command prompt is explained here in this msdn library location that details silent commands & scripts to help roll it out to all users.

Outlook Client Configured =dword:00000001 gets created/set for users whose outlook is configured under [HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient] and not for those who are not configured, and this information can be utilized for configuring outlook using Microsoft System Center Configuration Manager or other similar products that enable administrators to effectively control deployment and security.  

The next question to ask is if your customer will need their CRM contacts to not synchronize with their outlook contacts, because by default CRM synchronizes My Contacts to Outlook. Now users can create additional filters to expand the range of contacts that they synchronize, and it is possible to do this for all users. The quickest way to accomplish this is by creating a System Filter. However, if the answer does not care that their CRM contacts synchronize with their Outlook then no further changes are necessary after initial setup.

There is ready-to-use toolkit that is a collection of custom workflow activities to help manage views, filters, filter templates and local data groups in CRM 2011. The toolset contains the following custom workflow activities and should be imported as a solution within MS CRM application:

·  DeleteSystemView: Delete a System View

·  DeploySystemView: Deploy a System View

·  DeployUserView: Deploy a Personal View

·  InstantiateFilter: Instantiate Outlook and Offline filters for a user

·  ResetUserFilters: Reset all Outlook filters for a particular user (online filters, offline filters or both)

·  RetrieveView: Extract information about a System or Personal View

·  SetFilterTemplateDefault: Set/Reset the IsDefault attribute for a Filter Template

Additional information about each tool can be found in this blog (xrm2011.wordpress.com) as well as in the Documentation pages.

You can follow the deployment instructions in his blog for planning deployment for all users.

Email Router Installation and Configuration in MS CRM 2011

Please find Microsoft documents for this configuration located here and that includes troubleshooting tips.

These documents list steps to configure MS CRM 2011 or MS CRM 4.0 e-mail in different deployment scenarios. The scenarios included in these documents focus on the following:

• The Microsoft Dynamics CRM E-mail Router

• The forward mailbox

• The Microsoft Dynamics CRM Outlook client.

You can install the E-mail Router and Rule Deployment Wizard on any computer that is running one of the following operating systems, and that has network access to both Microsoft Dynamics CRM and the e-mail server:

· Windows 7 32-bit and 64-bit editions

· Windows Server 2008 (x64 versions) or Windows Server 2008 R2

Screenshots of the router configuration can be found in many blogs. Here's a link on how to configure the MS Dynamics CRM 2011 E-mail Router and here's a link on how to configure users to use the e-mail router and the various tracking options. Screenshots on installation including configuration within CRM user settings and email router can be found here.

Training Sandbox Environment Installation Pre-Requisites & more

MS Dynamics CRM Installations for creating Training Sandbox Environments is the next task once architecture assessments and basic performance benchmarkings are completed.

Microsoft offers a thorough list of materials for installation along with lots of preinstall and worksheet documents, within this download location: http://www.microsoft.com/en-us/download/details.aspx?id=3621

The document CRM2011IG_Installing within the MS downloads includes troubleshooting section for known issues during upgrade and installation.
It also explains installation of MS Dynamics CRM Server 2011 on multiple computers to balance the processing load across several servers to increase performance and availability. This can be a desirable feature if the customer source you are working with will experience very high transaction volumes everyday.

Microsoft Sure Step also offers templates for Installation Pre-Requisites checklist/templates that can be used as your guide to prepare for the MS CRM component installations:

The following blog contains step by step instructions with screenshots for installation of the various components, click here for details.

The following Pre-Requisite chart applies for MS CRM 4.0 but a similar quick chart of reference can be prepared & utilized, keeping in mind that current versions will be more recent versions of all the components utilized for the installation.

Installation Pre-Requisites

Item	Details
Hardware and Operating Systems and Service packs	As per Environment Specification.
Internet Access	All Servers should have Internet access to allow the installer to apply additional pre-requisites: ·         SQL Server 2005 Reporting Services Report Viewer control ·         Microsoft SQL Server Native Client ·         Microsoft Application Error Reporting tool ·         Microsoft Visual C++ Runtime Library ·         MSXML 6 This is also required for product registration.
Firewall Configuration	No firewalls should be present between the CRM Application and SQL Servers.  If a firewall exists then it is recommended that this initially allows open access from each CRM Server to the SQL Server for the installation process and then is locked down once installation is complete.  Client access to the CRM Servers is required on Ports 80/443.
Windows Updates	Windows Updates should have been applied in accordance with [Customer Name] standards.
CRM Servers – Application Server Role (IIS and ASP.NET)	The Application Server Role (including IIS and ASP.NET) should be enabled on all CRM Servers in all environments.  It is assumed that the default web site on Port 80/443 will be used for the CRM implementation.  Any specific requirements different to this should be provided prior to the installation.
CRM Servers - ASP.Net 3.0 redistributable	ASP .Net redistributable
CRM Servers – Indexing Service	The Indexing Service should be set to automatic start and should be running on all CRM Servers.
CRM Servers – SMTP Service	The SMTP Service should be set to automatic start and should be running on all CRM Servers.
SQL Server 2005 Enterprise x64 SP2	SQL Server 2005 Enterprise Edition x64 SP2 should be installed and configured with Reporting Services (Default Configuration applied), Integration Services and Analysis Services on all environments.
SQL Servers – SQL Agent	The SQL Agent Service should be running in each environment
SQL Servers – Full text Indexing	The SQL Server Full Text Indexing Service should be running in each environment
SQL Server - Domain	The SQL Server must be in the same domain as the CRM Servers for the environment.
SQL Server Service Account	The service account that SQL Server uses to log on to the network must be either a local system/Network Service account or a domain user account. Installation of Microsoft Dynamics CRM Server will fail if the SQL Server service account is the local administrator.
SQL Server Network connectivity from CRM Server	Microsoft Dynamics CRM Server Setup requires at least the Named Pipes network library to authenticate using SQL Server. By default, both Named Pipes and TCP/IP network libraries are enabled when you install SQL Server 2005.
Domain Membership	All Components of each environment (i.e. SQL Server and CRM Servers should be in the same domain).  Details to be provided before arrival onsite.
Organization Unit configured in AD for each environment	Each environment should have an Organizational Unit created to store Security Groups related to that environment.  A naming standard of the following is recommended: \MSCRM\MSCRMv4\<EnvironmentName>.  i.e. ·         MSCRM\MSCRMv4\Integration ·         MSCRM\MSCRMv4\UAT ·         MSCRM\MSCRMv4\Production Any constraints around the creation of a new OU or the capability of the application to modify security groups should be provided before arrival onsite.
CRM Service Accounts	A domain CRM Service Account should be created that has local administrator rights to the CRM Servers and SQL Server and full rights to the Organization Unit and all Child objects (for the related environment). Ie. ·         Svc_CRM_Integration ·         Svc_CRM_UAT ·         Svc_CRM_Production Details to be provided before arrival onsite.
Installation Accounts	An Installation Account should be provided that have local administration rights on the CRM Servers, the SQL Server and full access to the related OU and all child objects (for each environment).  The installation account must also have read access in the AD to navigate to the provided OU for each environment.
CRM Installation Media	CRM should be installed from the official media, to be provided by [Customer Name]as this should include the required License key and local copies of some of the pre-requisites.
License keys	Confirm that the installation set includes a license key for each environment.  If you purchased Microsoft Dynamics CRM through a Microsoft Volume Licensing program, the license key is provided in the license.txt file, which is included in the Microsoft Dynamics CRM installation files.
Client Machines	Sample Client machines (As per standard Build) on the correct domains should be available for each environment.  These machines must have network connectivity to each environment (i..e Port 80/443 to CRM Servers and Load Balanced VIPs).  The URL for each environment should be added to the trusted sites and should be enabled for Integration Authentication in this zone. Access to change IE setting may be required to troubleshoot any unexpected issues.
Test Accounts	A selection of at least 5 user test accounts should be created in each test domain to allow access to the CRM implementations in the local domain. Details of these test accounts should be provided to Microsoft to allow them to map these to specific roles and test scenarios.