Tuesday, January 17, 2012
The following procedures describe my approach toward a minimal error prone migration of Microsoft Dynamics CRM 4.0 to MS CRM 2011.
1. I start by installing CRM 2011 with a dummy organisation, yes, I don't import the CRM 4.0 organisation, because I want to make sure CRM 2011 is installed and deployed with out any problems. More over it gives the flexibility to map user, if it is from a different domain.
(1,5 Hour)
2. I install all the latest updates and roll-up for the CRM 2011, verify if everything is alright. (0,5 Hour)
3. I install the latest update and roll-up on CRM 4.0 machine, that is only if my client is agrees. Of course, I make a snapshot or a backup before doing this, just in case any new roll-up might break the existing system. This is the productive environment and I don't want to mess any thing. (2 Hours)
3. I backup and transfer the CRM 4.0 database - Org_CRM along with the SQL Report Server database - ReportServer to the new SQL Server. I do not back up and restore the MS_Config file, it already exists from CRM 2011 installation. If it's taking any longer and no one is working on the live system, I use the detach and re-attach database method. (1 Hours)
4. Export the SRSS Encryption Key from SQL Server for CRM 4.0 Reports and import them to the CRM 2011 SQL Report Server. I verify it from the Keys table in ReportServer database. (0,5 Hour)
5. I start the deployment manager and do the import for the CRM 4.0 database. If I have to, I re-map the users. If it succeeds without any errors, I won't believe myself; else, I will start to look for error details in %AppData%\Microsoft\MSCRM\Logs and fix them with my best friend Google. Delete the dummy organisation that I created in step 1. (2,5 Hours)
Estimates are basic fixtures for your idea that later could be used for billing purposes depending on the unexpected errors that appear.
Cheers, Shaurya
Wednesday, August 03, 2011
Keeping things short and simple, here I am will demonstrate on how to setup synchronization between Microsoft Dynamics NAV 2009 R2 and Microsoft Dynamics CRM 2011 using the Connector for Microsoft Dynamics.
Configuring Connector for MS Dynamics (Microsoft Dynamics CRM Adapter)
Assuming that you had a smooth installation of the Connector, let’s start by configuring the CRM Adapter.
For the CRM Online, make the following settings:
| Domain | crm.dynamics.com |
| User Name | Windows Live ID for your CRM Online organization.
This should be a dedicated Live Account for Integration process. Read connector manual for more details. |
| Password | The password for the Live ID you entered. (duh) |
| Port | <Empty> |
| Discovery Server | dev.crm4.dynamics.com if CRM Online is hosted in EMEA region.
Read this blog entry to find what’s the right one for you. |
| Microsoft Dynamics CRM Online | <Checked> |
After this, click the configuration utility and proceed with the wizard.
You might have to re-enter the details again! “Get Organizations” and select your organization and proceed forward! Btw, you should really be patient, this and fore coming operations will take lots of waiting time!
So after it it done, you get list of entities that you want to configure, select them and proceed.
Next click “Configure” and let the magic happen! After which ‘Finish’ and exit the wizard.
Do a “Test Settings” and lets get to the next stage for configuring NAV.
Configuring Connector for MS Dynamics (Microsoft Dynamics NAV 2009 Adapter)
This is simple, assuming you know about Navision, expose your page as a web service, and start configuring the NAV adapter.
Go through the wizard and select your company and page that need integration.
Test and move on, let’s make an integration now!
Creating Maps (Microsoft Dynamics CRM & Microsoft Dynamics NAV)
First, you need to create a new Integration between the two systems.
Then a new Map.
I am not going to talk about Mapping, you should read the Connector manual on how to make maps and configure the Source and Destination fields.
So that is how you connect to the cloud, CRM Online & NAV 2009 R2. Happy data syncing! Over and out.
Sunday, November 28, 2010
Here’s a great new, Windows Update will now deliver Microsoft Dynamic CRM 2011 updates; I bet it’s an end to every 8 week Rollup update.
If you are interest to see all update releases by Windows Update for CRM 2011, you gotta visit this: http://catalog.update.microsoft.com/v7/site/Search.aspx?q=Microsoft Dynamics CRM 2011 Beta
Tuesday, April 13, 2010
Saturday, April 10, 2010
A tool that I trusted, counted on - failed today. Yes, it failed.
I have to reconsider all my services that I borrow from the Internet.
Ouch!