Archive for December, 2011

Be careful changing the full name format within Dynamics CRM

Be careful changing the full name format within Dynamics CRM

December 7, 2011 | By | Add a Comment

One of the settings that is available to a Dynamics CRM administrator is the ability to change the format of the full name.  The options can be seen below:     I’ve seen a few customers change the the format from the default, First Name Last Name, to Last Name, First Name.  This allows you [...]

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Dynamics CRM 4.0-2011 Upgrade Tip #6: Clean up deleted records

December 6, 2011 | By | 2 Comments

Full disclosure: I am blatantly stealing this idea from Joel Lindstrom at Customer Effective, as outlined in this article: Preparing for CRM 2011: How to Make your Microsoft Dynamics CRM 2011 Upgrade Faster Run the deletion service. In CRM 4.0, if you deleted records, the records were not immediately deleted-they were flagged for deletion, then [...]

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Dynamics CRM 4.0-2011 Upgrade Tip #5: Remove unsupported database changes

December 5, 2011 | By | 1 Comment

As you used your Dynamics CRM 4.0 database you may have had occasion to add "unsupported" objects to the database.  These could be anything from indexes ( fairly supported ) to triggers ( pretty unsupported ) to custom stored procedures. You need to consider removing all of these additions prior to the upgrade. The pre-upgrade [...]

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Dynamics CRM 4.0-2011 Upgrade Tip #4: Clean up old Synch table entries

December 2, 2011 | By | 1 Comment

If you are using the CRM Outlook client you will find two sets of tables in the CRM database beginning with: SubscriptionStatistics and SyncEntry. Like the AsyncOperationsBase table containing old and useless information, these tables present the same sorts of issues. Luckily, the Microsoft UK Dynamics Support team has an answer: Script to clean up [...]

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Dynamics CRM 4.0-2011 Upgrade Tip #3: Clean up the System Job and Workflow Job Tables

December 1, 2011 | By | 1 Comment

In CRM 4.0 the system jobs table, otherwise known as the AsyncOperationsBase table, could expand to the point that normal CRM operations were affected.  That’s a worse-case scenario. Regardless of current system performance, an abnormally large number of records in this table can slow down the upgrade process.  Since we want our upgrade to go [...]

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