CRM 2011 – Outlook Client Configuration Configuration Wizard Error

I’ve been trying hard to get the Outlook Client from a certain domain to connect to a CRM server belonging to a different domain.

When setting up the Microsoft CRM Outlook Client, you normally the Configuration Wizard, which looks like this:

So now, you are suppose to enter the CRM Server’s URL. And today, for some reason, I received this error message:


I thoroughly searched the Web for a solution to this problem, and tested all sorts of things (like uninstall/reinstall the client, clean up registry keys, adjust time settings, …). And yes, there is a KB about this issue! I was delighted to find it since it’s quite an accurate KB. Indeed, as described in cause 1, I was using an IP address:

This issue occurs if you used the IP address of the Microsoft Dynamics CRM server instead of the DNS name during the Microsoft Dynamics CRM client for Outlook installation. An example of a DNS name is http://crm.

Solution suggested by Microsoft:

Method 1: Add the IP address of the Microsoft CRM server to the Trusted Sites list of the Local intranet zone on the computer that is running the Microsoft Dynamics CRM client for Outlook

  1. Start Internet Explorer.
  2. On the Tools menu, click Internet Options.
  3. Click the Security tab.
  4. Click Local intranet, click Sites, and then click Advanced.
  5. In the Add this Web site to the zone box, type the IP address of the Microsoft CRM server, and then click OK three times.
  6. Restart Microsoft Outlook.

And guess what… the solution in the KB… didn’t work! I also tried to add an entry to the hosts file, and set Windows Credentials in the User Accounts. I also found somene mentioning potential SPN issues. Nothing worked.

In the end, I finally accepted the idea that the implementation guide was right. Here is what it says:

For users who access Microsoft Dynamics CRM from another domain and are not using claims-based authentication, a one-way trust must exist in which the domain where the Microsoft Dynamics CRM Server 2011 is located trusts the domain where the users are located.

When accessing CRM from Internet Explorer, you can decide to force IE to prompt for credentials. But Outlook and the Configuation Wizard don’t work the same way. The Configuration Wizard just passes your current credentials, which are the credentials you are currently logged on to your domain with.

To verify this, you can check the Security Log on the server when trying to connect from the Configuration Wizard.

For completion’s sake, here is the full list of Active Directory Requirements:

Active Directory requirements

The Active Directory directory service requirements are as follows:

  • The computer that runs Microsoft Dynamics CRM Server 2011 and the computer that runs SQL Server, where the Microsoft Dynamics CRM databases are located, must be in the same Active Directory directory service domain.
  • The Active Directory domain where the Microsoft Dynamics CRM Server 2011 is located must run in Windows 2000 native, Windows Server 2003 interim, Windows Server 2003 native, or any Windows Server 2008 domain modes.
  • The Active Directory forest where the Microsoft Dynamics CRM Server 2011 is located can run in Windows 2000, Windows Server 2003 interim, Windows Server 2003, or Windows Server 2008 forest functional levels.
  • The accounts that are used to run the Microsoft Dynamics CRM services must be in the same domain as the computer that is running Microsoft Dynamics CRM Server 2011.
  • The Microsoft Dynamics CRM security groups (PrivUserGroup, SQLAccessGroup, ReportingGroup, and PrivReportingGroup) must be in the same domain as the computer that is running Microsoft Dynamics CRM. These security groups can be located in the same organizational unit (OU) or in different OUs. To use security groups that are located in different OUs, you must install Microsoft Dynamics CRM Server 2011 by using an XML configuration file and specify the correct distinguished name for each pre-existing security group within the <Groups> element. For more information see the Sample server XML configuration file for installing with pre-created groups topic in the Installing Guide.
  • For users who access Microsoft Dynamics CRM from another domain and are not using claims-based authentication, a one-way trust must exist in which the domain where the Microsoft Dynamics CRM Server 2011 is located trusts the domain where the users are located.
  • For users who access Microsoft Dynamics CRM from another forest and are not using claims-based authentication, a two-way trust must exist between the forests.


CRM 2011 – Q2 2012 Service Update

Here we go! Microsoft has communicated about the coming Q2 2012 service update! And there is no disappointment. Just check the features below.



The upcoming Microsoft Dynamics CRM Q2 2012 service update represents our commitment to improved agility where additional capabilities for Microsoft Dynamics CRM (both Online and On-premises) are delivered approximately twice yearly with releases targeted for Spring (Q2) and Fall (Q4) of each calendar year. These new capabilities provide better productivity and enhanced experiences for organizations using Microsoft Dynamics CRM. The functionality detailed in this guide however, is completely optional for existing customers depending on their business needs.


The following diagram summarizes the investments that will be delivered in the Microsoft Dynamics CRM Q2 2012 service update.

Figure 1: Q2 2012 Service Update Investment Areas
Figure 1: Q2 2012 Service Update Investment Areas



Today’s businesses use a wide variety of technology platforms and form factors across many different locations. Microsoft is deeply committed to a rich application experience for users wherever they are. The Microsoft Dynamics CRM Q2 2012 service update provides the flexibility to consume Microsoft Dynamics CRM through the most popular web browsers running on both PC and Apple Macintosh computers. It also delivers a range of rich device-specific applications for popular mobile devices that keeps the user informed and productive when they are out of the office. This update showcases our interoperability with non-Microsoft platforms and alignment with industry standards to promote choice. Flexibility of device and browser, coupled with the productivity features of Microsoft Dynamics CRM, enables individuals to access the right information at the right time on the right device.


The Microsoft Dynamics CRM Q2 21012 service update brings a new cloud based mobile CRM service called Microsoft Dynamics CRM Mobile to customers of Microsoft Dynamics CRM. As part of this new mobile solution, Microsoft will provide a full range of rich native CRM applications (apps) for the most popular smartphones and tablets. These new applications allow a sales, service or marketing professional to access Microsoft Dynamics CRM both Online and On-premises. These apps allow organizations and individuals to be productive with their device of choice thereby enabling them to manage customer relationships anywhere.

It is common for sales, service and marketing professionals to use a variety of devices e.g. a sales person might have both a phone and a tablet device from which they need to access their CRM data and processes. With Microsoft Dynamics CRM Mobile, each licensed mobile user can access Microsoft Dynamics CRM from up to three different mobile devices. Microsoft Dynamics CRM Mobile will also offer an offline mode on most devices* so that Microsoft Dynamics CRM can be accessed even when there is lack of Internet connectivity.

Native apps for devices supported by this offering include:

Native apps for devices supported by this offering
Native apps for devices supported by this offering


Microsoft Dynamics CRM Mobile offers the user the full breadth of Microsoft Dynamics CRM functionality, including the dashboard capabilities, on the mobile device of their choice. There is no need to load multiple apps onto their device; Microsoft Dynamics CRM Mobile provides a single consistent application experience.


Microsoft Dynamics CRM Mobile app for iPad
Microsoft Dynamics CRM Mobile app for iPad


Microsoft Dynamics CRM Mobile is centrally managed; administrators can configure the record types, forms, views, offline synchronization rules and navigation structure for the mobile application. These configurations are published only once, regardless of the range of devices that the users employ. This simplifies and streamlines the management of mobile CRM for your organization. To cater for the differing needs of functional groups within your organization, administrators can set up multiple profiles which expose role-specific data and functionality – the result is a mobile experience which is tailored and optimized for each user. Administrators also have the ability to remotely wipe devices of CRM data should a device be lost or stolen or the employee moves to a different organization.

Microsoft Dynamics CRM Mobile will be available to customers at a starting price of $30 per user per month. Organizations have the flexibility to choose whether every user or a smaller group of users are mobile enabled depending on their requirements and budget. Today, Microsoft Dynamics CRM is available internationally in 40 markets and 41 languages. Initially, Microsoft Dynamics CRM Mobile will be offered in 24 markets and 10 languages. Other languages and markets for Microsoft Dynamics CRM Mobile will follow over time.


In addition to Microsoft Dynamics CRM Mobile, the Microsoft Dynamics CRM Q2 2012 service update provides the ability for end users to access the Microsoft Dynamics CRM Web Client across all modern Internet browsers on various platforms. This includes browsers such as Internet Explorer, Firefox, Chrome, and Safari running on PC, Apple Macintosh or iPad. The list of devices and specific browser versions that will be supported is as follows:

Supported browser versions
Supported browser versions



In many organizations there are groups of users who typically use a CRM system to look up key information about their contacts, accounts, opportunities and cases but have no immediate need to modify that information. For example, many contact center employees or managers primarily use Microsoft Dynamics CRM to review business information before deciding whether any action is required. For these users the optimal experience is to load this information very quickly so they can immediately assess a situation and determine the correct course of action. In order to provide this type of user experience, we’re introducing rapid view forms. The rapid view form is a read-only form that can be configured like any other form in Microsoft Dynamics CRM to display any record in the system.

When viewing information in these forms, users can switch to an editing experience with the click of a button. Administrators of Microsoft Dynamics CRM will have the option to set all forms to load in rapid view mode if appropriate for business needs. Individual users will have the personal option to choose the form mode they prefer (Rapid View or Standard Edit).


Organizations are constantly seeking new ways to facilitate simple and effective communication and collaboration between their employees. Social networks such as Twitter and Facebook provide a very simple micro-blogging user experience to post observations and information as well as ask questions and find expertize. More and more users are demanding these types of social experiences in business applications such as CRM. The Microsoft Dynamics CRM November 2011 Service Update delivered these capabilities through Activity Feeds which introduced micro-blogging and social collaboration capabilities within Microsoft Dynamics CRM. With the upcoming Q2 2012 service update, Activity Feeds will be further enhanced to provide additional functionality and simplified access to relevant feeds.

We are adding the ability to “Like” and “Unlike” posts in Activity Feeds similar to the concept in Facebook. Activity Feeds will also offer improved filtering capabilities. A user can view a timeline wall of all posts that mention them (the @me filter). Users can also filter posts relating to types of records they follow. For example, a user can create a filter to only show posts related to the Accounts that they follow. Finally, filters can be based on data views configured within Microsoft Dynamics CRM. For example, ‘My Direct Reports’ view will show all posts related to anyone who reports to me regardless of whether I follow those team members or not. These new filtering capabilities provide a user with even greater flexibility over the information they want to see on their wall. Figure 3 illustrates the new filtering capabilities.

An update to the Mobile Activity Feeds application for Windows Phone 7.5 will also be released to take advantage of the new capabilities provided by Activity Feeds.


Activity Feed Filters
Activity Feed Filters



Across our product range Microsoft Dynamics offers many specific capabilities and solutions for a number of industries including distribution, manufacturing, public sector, retail and services. We are committed to broadening the industry capabilities and relevance of Microsoft Dynamics CRM through our core product as well as our extensive global partner network. For the Q2 2012 service update we will be delivering a range of templates that illustrate Microsoft Dynamics CRM’s suitability and flexibility for specific industry needs. Industry solution templates from Microsoft can consist of a number of components including a data model, pre-configured dashboards, workflow processes and sample data. They are published on the Microsoft Dynamics Marketplace from Microsoft Dynamics Labs.

Microsoft Dynamics Labs is an initiative to deliver innovation and enhancements to Microsoft Dynamics CRM customers and partners. It should be noted that these solutions are not core Microsoft Dynamics CRM functionality. Microsoft Dynamics Labs solutions are not supported by Microsoft but there is a global community facilitated by the Microsoft Dynamics Marketplace which allows you to discuss, exchange ideas and answer questions. All the industry templates are built to work with both Microsoft Dynamics CRM Online and On-Premises. The Microsoft Dynamics Marketplace can be accessed at

The industry templates that will be released as part of the Microsoft Dynamics CRM Q2 2012 service update include:

Life Annuity Insurance Sales Showcases sales, marketing, and customer service scenarios designed specifically for insurance agents, brokers, claims managers, underwriters and customer service personnel. This empowers insurance professionals to be more productive and helpful, to improve service delivery, and to enhance marketing performance by identifying and realizing organic growth opportunities
Non-Profit Provides Non-Profit organizations the ability to manage and improve interactions with donors and volunteers. The template showcases Microsoft Dynamics CRM’s capability to manage constituents and donors, track donations, pledges and volunteer hours.
Health Plan Sales Demonstrates how health plans can easily move their marketing & sales processes online, and manage the customer value lifecycle.
Wealth Management Showcases how financial organizations can attain greater insight across the household, improve client interactions and more effectively manage the product portfolio.


Life Annuity Insurance Sales Template for Microsoft Dynamics CRM
Life Annuity Insurance Sales Template for Microsoft Dynamics CRM



Microsoft Dynamics CRM is built on the foundation of .NET and Microsoft SQL Server, a trusted platform that continuously leads in industry-relevant TPC-E and TPC-H performance benchmarks. Microsoft is soon to release SQL Server 2012 which takes it to new levels of performance, scalability and business intelligence. Release over release SQL Server is certified by software vendors such as SAP to run some of the industry’s most demanding workloads. There are many new capabilities that Microsoft customers can take advantage of including:

  • Significantly boost query performance, by up to ~100x for star join and similar queries, using the new ColumnStore Index.
  • Support blazing fast queries with dramatic improvements to Full-Text Search that offer serious performance and scale advances.
  • Accelerate the performance of I/O intensive workloads by cutting growing volumes of data ~50-60% with compression capabilities.
  • Gain consistent performance for concurrent and mixed workloads by defining resource usage across different applications with Resource Governor.
  • Analyze query execution plans, capture database activity, optimize indexes and structures, and help ensure consistent query performance with familiar, easy-to-use management tools.
  • Enable new scenarios with SQL Azure Data Sync, a cloud service that provides bi-directional data synchronization between databases across datacenter and cloud.
  • Gain high scale with support for up to 256 cores – enabling high-performance for very large workloads or consolidation scenarios.

With the Microsoft Dynamics CRM Q2 2012 service update we provide customers with the opportunity to harness the core database engine capabilities of Microsoft SQL server 2012 to leverage its performance and scalability advancements. The innovation from the SQL Server team contributes to our continual expansion and improvement of enterprise class capabilities. Currently SQL Server 2012 is deployed in all Microsoft Dynamics CRM Online data centers to further increase performance and reliability for your mission critical customer data. Customers deploying Microsoft Dynamics CRM on-premises will be able to take advantage of the performance improvements and mission critical capabilities provided by SQL Server 2012. Full details about Microsoft SQL Server 2012 can be found here. In addition to the core capabilities, customers can take advantage of fantastic new self-service BI features provided by SQL Server 2012 Power View.


Microsoft SQL Server 2012 introduces a new Reporting Services Add-in for Microsoft SharePoint Server 2010 called Power View, previously code-named Project Crescent. Power View is a next-generation BI tool for interactive data exploration, visualization, and presentation. It provides intuitive ad-hoc reporting for business users such as data analysts, business decision makers and information workers. In short, Power View provides better business insights and collaboration for casual and experienced users alike. Power View allows a user to configure reports that connect to Microsoft Excel’s PowerPivot or SQL Server Analysis Services (SSAS). Power View is so much more than just breathtaking end user analytics visualizations and tools, it redefines the data analysis process for business and technical users alike.

With the Microsoft Dynamics CRM Q2 2012 service update, we’re releasing a set of Microsoft Excel workbooks with pre-defined PowerPivot models and Power View Report templates. These templates will be available in the Microsoft Dynamics Marketplace as a Microsoft Dynamics Labs solution. This release will include the following four templates:

Product Sales Analysis Customer Care Trends
Sales Pipeline Analysis Customer Demographics Analysis


The reports offer the ability to filter data in the PowerPivot models as well as visualize patterns and trends using animated charts. Customers can also modify, extend and create new data models and reports based on these templates. Power View further extends our commitment to delivering incredibly simple and powerful end-user BI capabilities in Microsoft Dynamics CRM which provide deep business insight without the reliance on IT resources to unlock the information they need. This marks the first of many investments over several future releases which will harness the Power View capabilities to provide breakthrough insights and collaborative experiences for everyone in your organization.

It should be noted that for the Microsoft Dynamics CRM Q2 2012 service update the Power View reports will be available for On-Premises customers only. Future service updates will expand the reach of Power View to Microsoft Dynamics CRM Online customers.

Sample Power View Screenshot
Sample Power View Screenshot



Microsoft has invested in cloud computing and services as a key strategy for the future of our business. In short, Microsoft provides the most comprehensive solutions for the cloud on earth. Our cloud investments cover productivity platforms like Office 365, cloud computing platforms like Windows Azure and line of business applications like Microsoft Dynamics CRM Online. In order for us to deliver this depth of capability to the widest range of organizations in different industries and geographic regions we invest massively in the certification of our data centers and our software services. For enterprise and public sector customers globally it provides confidence in how their critical data is managed and secured. Whether your requirements are business or regulatory led Microsoft Dynamics CRM applies technical and organizational privacy and security measures that are above and beyond industry best practices for cloud computing.

With the Microsoft Dynamics CRM November 2011 Service Update, we completed our engineering efforts towards compliance on a number of certifications. Since then, the audits and ratification of data center and service certifications has been ongoing. We are proud to announce that for the Q2 2012 service update, we will have achieved the following certifications:

ISO 27001, SAS70 Type II, Sarbanes–Oxley, Safe Harbor, SSAE 16 SOC1 (Type II), Data Processing Agreement (DPA), EU Model Clauses, Business Associates Agreement – enables a company to be Health Insurance Portability and Accountability Act (HIPAA) compliant.


The Microsoft Dynamics CRM Q2 service update includes enhancements to the portal framework that powers customer and partner portals connecting to Microsoft Dynamics CRM (both online and on-premises). These portals can be run in your data center or in Windows Azure. The Q2 2012 service update includes the ability for portals to use Microsoft Windows Azure Access Control Service (ACS) for authentication. This empowers organizations to setup various standards-based identity providers such as Facebook, Google, Yahoo, Windows Live ID and ADFS 2.0 for portals that require authenticated sign-on security. This allows portal administrators to be in control of their identity management and relieves organizations from mundane password management. Portals now also support the use of Office 365 and federated identity setup for Microsoft Dynamics CRM Online. Microsoft Dynamics CRM provides a flexible web portal framework that will fit your customers, your business processes and your infrastructure. All portal solutions for Microsoft Dynamics CRM can be downloaded from the Microsoft Dynamics Marketplace.


With the Microsoft Dynamics CRM Q2 service update, developers can build custom .NET Workflow activity assemblies for Microsoft Dynamics CRM Online. These custom assemblies can be developed and deployed as part of a Microsoft Dynamics CRM solution package. Once a custom workflow activity has been deployed, it can then be utilized within the workflow engine for business process management. These new capabilities ensure parity in the developer experience between Microsoft Dynamics CRM Online and on-premises. It also empowers organizations to bring external data, custom actions and integrations into their standard CRM business processes.


This document outlined the groundbreaking new capabilities offered by Microsoft Dynamics CRM in the upcoming update. As we look towards the next release of Microsoft Dynamics CRM and over the longer term, Microsoft is committed to delivering on our “Dynamic Business” vision and will continue to invest in delivering a solution that:

  • Drives maximum user productivity
  • Delivers business insight and collaboration irrespective of a person’s role within their organization
  • Enriches the core sales, service and marketing capabilities of your organization
  • Provides a flexible and scalable business solution framework

It is truly an exciting time to be engaging with Microsoft Dynamics CRM! We look forward to keeping you informed of the innovations and exciting capabilities that Microsoft Dynamics CRM will deliver for you now and into the future!

CRM 2011 – Rest Endpoint Error

When trying to basically access one record in Internet Explorer using the rest endpoint, you might encounter the following error:

Internet Explorer cannot display this feed. Internet Explorer does not support this feed format.

To solve this, just go to:

  • Internet Options
    • Content
      • Feeds and Web Slices
        • Settings
          • Uncheck “Turn on feed reading view”

And you’re good!



CRM 2011: Custom code allowed in a custom FetchXML report

As a reference, here is the KB describing the custom code that is allowed for use in Microsoft Dynamics CRM Online FetchXML Reports:

When RDL Sandboxing is enabled, only certain classes and methods can be used in a custom FetchXML report. The following is a list of the classes that are allowed, and beneath each class are the available methods for use in Microsoft Dynamics CRM Online reports:

1.Microsoft.VisualBasic.Interaction (For more information, see: Interaction)

  • IIF
  • Partition
  • ToString

2.Microsoft.VisualBasic.Information (For more information, see: Information)

  • IsArray
  • IsDate
  • IsNothing
  • IsNumeric
  • IsReference
  • QBColor
  • RGB
  • ToString
  • TypeName
  • VarType

3.Microsoft.VisualBasic.Strings (For more information, see: Strings)

  • Asc
  • AscW
  • Chr
  • ChrW
  • Format
  • FormatCurrency
  • FormatDateTime
  • FormatNumber
  • FormatPercent
  • InStr
  • InStrRev
  • Join
  • Lcase
  • Left
  • Len
  • LTrim
  • Mid
  • Replace
  • Right
  • RTrim
  • Space
  • Split
  • StrComp
  • StrReverse
  • ToString
  • Trim
  • UCase

4.Microsoft.VisualBasic.DateInterval  (For more information, see: DateInterval)

  • Year
  • Quarter
  • Month
  • Day
  • WeekOfYear
  • WeekDay
  • Hour
  • Minute
  • Second


5.Microsoft.VisualBasic.DateAndTime (For more information, see: DateAndTime)

  • DateAdd
  • DateDiff
  • DateValue
  • Day
  • Hour
  • Minute
  • Month
  • MonthName
  • Second
  • DatePart
  • DateSerial
  • TimeSerial
  • TimeValue
  • ToString
  • Weekday
  • WeekdayName
  • Year

6.Microsoft.VisualBasic.Financial (For more information, see: Financial)

  • DDB
  • FV
  • IPmt
  • NPer
  • Pmt
  • PPmt
  • PV
  • Rate
  • SLN
  • SYD
  • ToString


7.Microsoft.VisualBasic.Conversion (For more information, see: Conversion)

  • CTypeDynamic
  • Hex
  • Oct
  • Str
  • ToString
  • Val

8.System.DbNull (For more information, see: DBNull)

  • GetObjectData
  • ToString

9.System.Globalization.CultureInfo (For more information, see: CultureInfo)

  • ClearCachedData
  • Clone
  • CreateSpecificCulture
  • GetConsoleFallbackUICulture
  • GetCultureInfo
  • GetCultureInfoByLeftLanguageTag
  • GetCultures
  • GetFormat
  • ReadOnly
  • ToString

10.System.Math (For more information, see: Math)

  • Abs
  • Atan
  • Cos
  • Exp
  • Floor
  • Log
  • Log10
  • Max
  • Min
  • Round
  • Sign
  • Sin
  • Sqrt
  • Tan

11.System.String (For more information, see: String)

  • Clone
  • CompareOrdinal
  • Concat
  • Contains
  • Copy
  • CopyTo
  • EndsWith
  • Format
  • GetEnumerator
  • IndexOf
  • IndexOfAny
  • Insert
  • Intern
  • IsInterned
  • IsNormalized
  • IsNullOrEmpty
  • IsNullOrWhiteSpace
  • Join
  • LastIndexOf
  • LastIndexOfAny
  • Normalize
  • PadLeft
  • PadRight
  • Split
  • StartsWith
  • Substring
  • ToCharArray
  • ToLower
  • ToLowerInvariant
  • ToString
  • ToUpper
  • ToUpperInvariant
  • Trim
  • TrimEnd
  • TrimStart

12.System.Text.RegularExpressions.Match (For more information, see: Match)

  • ToString

13.System.Text.RegularExpressions.Regex (For more information, see: Regex)

  • Match
  • Replace
  • Split
  • ToString


CRM 2011 Update Rollup 6 – Rollup Summary

I found on this post a very interesting thing: the list of all the currently released rollups for CRM 2011 (there’s also a list for CRM 4.0 for those interested). I reproduce the CRM 2011 list below. For more information about UR6, see that same post.

The post mentions the following important information:

If you did new installs with the Update Rollup 6 “slipstream” packages that were released (these would be the packages that include the full install bits as well as Update Rollup 6) you will get an error trying to patch those components to the new Update Rollup 6 build.  This Knowledge Base article describes the issue: .

This Knowledge Base article is live, as well as the updated Update Rollup 6 KB article:

The only workaround is to reinstall if you happened to use the Update Rollup 6 slipstream builds.  For server you can connect to existing databases on the reinstall.  The reinstall goes for any of the components that you installed with the Update Rollup 6 slipstream builds, (Client, Router, etc.).  If you do not reinstall you will not be able to patch to the re-released Update Rollup 6 packages or future Update Rollups, as Update Rollup 6 represents a new baseline.

What this means is that:

  • if you made a fresh install of CRM, that includes UR6, then you will need to reinstall everything.
  • if you installed the UR6 patch to an existing install, you should be able to install the UR6 on top of it without problem


CRM 2011 UR #

Release date and Download Center URL

Release date – Microsoft Update

Build number

Knowledge Base article

PFE Blog

PFE Podcast











5.0.9688.1155, 5.0.9688.1157 (server)













Will not be released to Microsoft Update




















3/8/2012 (PROJECTED)

3/27/2012 (PROJECTED)





CRM 2011 – Installing the Sharepoint List Component

It’s not completely straightforward.

First things to know about the CRM 2011 – Sharepoint 2010 integration:

A. You can’t install solutions on Sharepoint online, so integration here will only happen with basic Sharepoint UI. See this great blog post about it.

B. For Sharepoint on-premise, there are a few things to verify and a few actions to perform.

Here’s the summary of what needs to be done:


1. First, set permissive mode

2. Second, make sure that the “Microsoft SharePoint Foundation Sandboxed Code Service” is started

3. Third, install the Sharepoint list component

4. Fourth, configure CRM to connect to Sharepoint



    1. First, set permissive mode:

    • In Sharepoint central administration, under Application Management, click “Manage Web Applications
    • Then select the Sharepoint Web Application you want to integrate with CRM 2011 and click on “General Settings” :


    •  Scroll down to “Browser File Handling”, and select “Permissive”:


2. Second, make sure that the “Microsoft SharePoint Foundation Sandboxed Code Service” is started

Otherwise you might not be able to activate the list solution (you might get a grayed out Activate button)

  • At Central Administration home, Click on the link “Manage services on server”


  • Next, check the status of the service: if not started, click start


    3. Install the Sharepoint list component

  • Download it from here.
  • On your Sharepoint site, click “Site Actions”, “Site Settings”, and under “Galleries”, click “Solutions”


  • Click “Upload Solution”


  • Select the file “crmlistcomponent.wsp”


  • Activate the solution

  • The solution is now activated!


4. Configure CRM to connect to Sharepoint

  • Configure the “Document Management Settings”: select the entities for which you want to store documents, and indicate the Sharepoint site URL you want to use, and click next.


  • If you entered a valid URL, you will now have to choose the folder structure you want to use, either “based on entity” or not. Here is a good explanation. In a word, if the box is not checked (ie not based on entity), then for a contact “John Smith”, the structure will look like:
    • …/contact/John Smith/document01.xlsx
    • …/contact/John Smith/document02.xlsx
  • If based on an entity (you have to choose between account and contact), if you pick account, it means the whole structure is based on accounts. And so, if John Smith is a contact from the “Good company” account, while it changes nothing for the accounts, for contacts you will have:
    • …/account/Good Company/contact/John Smith/document01.xls
  • To end, the wizard presents you with the document library creation status. It should say for each selected entity “Succeeded”, or, if like me you like to do things multiple times for no reason, “Already exists”.


  • Click finish, open an account, click documents, and after a small warning message, the system will create the folder for that account in Sharepoint, and then display it as an iFrame on the account form! You now have access to Sharepoint from CRM, and can associate documents to specific accounts.



While all this works pretty well, there are still some limitations to the integration, in terms of security for example. Hopefully, these shortcomings will be addressed in future releases.


Optimizing and Maitaining the Peformance of a CRM 2011 Infrastructure – Part 2

Second part of the series: the Application tier.


  • 2.1 Optimizing and Maintaining Microsoft Windows Server
  • 2.2 Optimizing and Maintaining the Microsoft .NET Framework and Microsoft .NET Applications
  • 2.3 Optimizing and Maintaining Internet Information Services
  • 2.4 Optimizing the Performance of Microsoft Dynamics CRM Server 2011
  • 2.5 Optimizing Microsoft Dynamics CRM Reporting Services
  • 2.6 Optimizing Report Performance
  • 2.7 Best Practices for Optimizing Workflow


2. Optimizing and Maintaining the Application Tier

2.1 Optimizing and Maintaining Microsoft Windows Server

    • See the Performance Tuning Guidelines for Windows Server 2008 R2
    • Increasing the Ephemeral TCP Port Limit:
      • In some situations, you may want to reserve a range of ports so that a program or process that requests a random port will not be assigned a port that is in the reserved range. The ports in that range are called ephemeral ports. In rare cases there may be no free ephemeral ports available, which will cause the connection open to fail or time out.
      • To view the current range of ephemeral ports: netsh int <ipv4|ipv6> show dynamicport <tcp|udp>
      • To change the current range of ephemeral ports: netsh int <ipv4|ipv6> set dynamic <tcp|udp> start=number num=range
      • To increase the maximum number of ephemeral TCP ports: navigate to HKEY_LOCAL_MACHINESYSTEMCurrentControlSetServicesTcpipParameters.Create a registry entry by using the following information:
        Value Name: MaxUserPort
        Value Type: DWORD
        Value data: 65534
        Valid Range: 5000-65534 (decimal)
        Default: 0x1388 (5000 decimal)
        Description: Controls the maximum port number used when a program requests any available user port from the system. Typically, ephemeral (short-lived) ports are allocated between the values of 1024 and 5000, inclusive.
    • Monitoring the Performance of Microsoft Windows Server: Microsoft Windows Server provides performance counters that you can use to help identify potential performance bottlenecks associated with memory and the cache, processors (and multi-processor computers), physical disks, and the network infrastructure. Remember to monitor each disk and processor used by the operating system. Check the TechNet article Performance and Reliability Monitoring Step-by-Step Guide for Windows Server 2008.


2.2 Optimizing and Maintaining the Microsoft .NET Framework and Microsoft .NET Applications

      • Optimizing the Performance of the Microsoft .NET Framework: Configuring the .NET Framework for optimal performance involves tuning the common language runtime (CLR) and then, depending on the nature of any specific application, tuning the associated .NET Framework technology, for example ASP.NET-connected applications, Web services, Enterprise Services, and ADO.NET code. Consider the potential issues: (see here for more information)
Potential issue Description
Memory misuse Creating too many objects, or failing to properly release resources, pre-allocate memory, or explicitly force garbage collection can prevent the CLR from efficiently managing memory, which can lead to an increased working set size.
Resource cleanup Implementing finalizers unnecessarily, failing to suppress finalization in the Dispose method, or failing to release unmanaged resources can lead to unnecessary delays in reclaiming resources and can potentially create resource leaks.
Improper use of threads Creating threads on a per-request basis and not sharing threads using thread pools can cause performance and scalability bottlenecks for server applications.
Abusing shared resources Creating resources per request can lead to resource pressure, and failing to properly release shared resources can cause delays in reclaiming them.
Type conversions Implicit type conversions and mixing value and reference types leads to excessive boxing and unboxing operations.
Misuse of collections Each collection type in the .NET Framework class library is designed to meet specific storage and access requirements; they may not perform optimally outside of those requirements.
Inefficient loops Looping magnifies even the slightest coding inefficiency, and loops that access an object’s properties are a common culprit of performance bottlenecks, particularly if the object is remote or the property getter performs significant work.


2.3 Optimizing and Maintaining Internet Information Services

      • Optimizing the Performance of Internet Information Services: Optimizing the performance of Microsoft Internet Information Services (IIS) within a Microsoft Dynamics CRM 2011 implementation benefits not only the overall system, but also any custom applications, plug-ins, or add-ins that have been developed by using the Microsoft Dynamics CRM 2011 SDK.
      • Optimizing the Performance of Integrated Windows Authentication and Kerberos Authentication
        • In Internet Explorer, ensure that “Enable Integrated Windows Authentication” is set to enable use of Kerberos for integrated authentication.
        • There is a known issue where users are members of too many groups to be communicated in a UDP packet. It is possible to get Kerberos to use TCP rather than UDP, which enables larger packets of information.
        • To determine whether users are connecting via Kerberos, in the registry, enable Kerberos logging. If necessary, to help diagnose whether the user can obtain and use a Kerberos ticket, use applications such as Kerbtray
      • On IIS, tracing and debugging, while disabled by default, may cause performance issues if enabled.
      • Optimizing Microsoft .NET ThreadPool Settings: if each .aspx page makes a Web service call to a single IP address, it is recommended to adjust these parameters as shown in the following table.
Parameter Value
maxWorkerThreads 100
maxIoThreads 100
maxconnection 12*n (where n is the number of CPUs)
minFreeThreads 88*n
minLocalRequestFreeThreads 76*n
minWorkerThreads 50 (manually add this parameter and value to the file)
    • Monitoring the Performance of Internet Information Services: One of the key counters to monitor and measure against a baseline is the %Process Time for the inetinfo (IIS).


2.4 Optimizing the Performance of Microsoft Dynamics CRM Server 2011

      • Disable platform tracing
      • Verify that the computers meet the hardware and software requirements
      • Enhancing Performance by Distributing Server Roles on Multiple Servers
      • Throttling Client Synchronization Processes
      • Limiting the Number of Records Returned by Aggregate Queries
      • Applying RetrieveMultiple Query Optimizations for large data sets
      • Setting the Default View to a smaller view to limit the records that are displayed
      • Customizing Quick Find Views by Limiting Search Columns
      • Leveraging teams instead of an excessively complex business hierarchy because teams will provide better performance with a lower penalty for security checks
      • Use Field Level Security (FLS) wisely, since there is a performance impact associated with using FLS
      • When changing the order of records returned by a saved query, consider adding an index based on the new ordering to improve the performance of the query
      • Use an iterative process to determine which index best optimizes query performance
      • Disabling Auto-Complete on Lookups
      • To optimize the performance of queries on custom entities, ensure that all columns on the ORDER BY clause derive from a single table, and build an index that satisfies the ORDER BY requirements and as much of the query’s
      • A specific recommendation for any custom application is to limit any columns and rows retrieved to those required to achieve the application’s business goals.WHERE clause selection criteria as possible.


2.5 Optimizing Microsoft Dynamics CRM Reporting Services

  • Report processing and rendering are memory intensive operations, so ensure that the computer hosting the report server includes ample memory.
  • Host the report server and the report server database on separate computers rather than hosting both on a single high-end computer.
  • If all reports are processing slowly, consider a scale-out deployment with multiple report server instances. For best results, use load balancing software and hardware to distribute requests evenly across multiple report servers in the deployment. If load balancing is used, it is advisable to use client affinity to avoid loading the session cache in memory on multiple servers.
  • If a single report is processing slowly, tune the query if the report must run on demand. You might also consider caching the report or running it as a snapshot.
  • If all reports process slowly in a specific format (for example, while rendering to PDF), consider file share delivery, adding more memory, or using another format.


2.6 Optimizing Report Performance

  • Guidelines
    • Configure reports to display data from a specified time frame, for example the previous 90 days, rather than displaying all records in the Microsoft Dynamics CRM database.
    • Reports with a large dataset or a complex SQL query should not be available to all users on-demand. Instead, schedule a snapshot in Report Manager during a period when the system is lightly loaded.
    • Deploy reports through Microsoft Dynamics CRM, and then use Report Manager to run the reports and have the results posted at a scheduled time.
    • Reports should access the fewest datasets possible to meet business requirements.
    • When possible, use fetch based reports, which are much more efficient than SQL-based reports, to run against Filtered Views.
    • Consider using subreports. Show aggregated information in a report initially, and then use subreports for drilling down on aggregates to show non-aggregated values. Using this technique will prevent Report Server aggregations and improve performance.
    • Use explicit paging for reports that require bringing large amounts of data to the Reporting Services middle tier. Build reports so that they show only a page of the total records at one time and have explicit clickable links to bring in data for further pages. Although Report Viewer control shows paging control on reports, all the data needed for the full report has already been pulled from the middle tier.
  • Techniques
    • Use SQL “Group By”: This helps to prevent the computer running Microsoft SQL Server from being overtaxed with gathering, transmitting, and then processing large volumes of data. Instead, it uses the natural indexing and grouping ability of SQL Server to massively reduce this overhead.
    • Making Reports Pre-Filterable (CRMAF_)
    • Using Dynamic Excel or Filtered View Queries: make reports restrictive, verify that a non-clustered index exists on fields in the where clause
    • Throttling Resources used for Reports and Data Visualizations: If a query is sent for reporting purposes, it is tagged with MSCRMReportsGroup. If it is sent for data visualization, it is tagged with MSCRMVisualizationsGroup. See Managing SQL Server Workloads with Resource Governor.

2.7 Best Practices for Optimizing Workflow

  • Determine the appropriate security/permissions model for workflow.
  • Use the Scope property judiciously.
  • Review workflow logic carefully.
  • To improve performance in large deployments, scale out as necessary
  • Monitor the Microsoft Dynamics CRM 2011 database for excess workflow log records.