Got legacy code? You can’t sweep it under the rug anymore. It’s a blocker to upgrading. You will need the Custom Code tool created by the CRM team to root these issues out.

Learn more here http://blogs.msdn.com/b/crm/archive/2013/08/23/check-your-javascript-code-to-prepare-for-your-upgrade.aspx

Download the tool here http://www.microsoft.com/en-us/download/details.aspx?id=30151

Legacy Code won't work in CRM 2015

Legacy Code won’t work in CRM 2015

Thinking about doing an in place upgrade from CRM 2013 to CRM 2015?

If so it isn’t just a matter of running the SetupServer.exe file. That is even assuming that your underlying infrastructure supports CRM 2015.

One notification that you run into immediately is the pre-requisite to uninstall the CRM Connector for SQL Reporting Services. In this case we were updating an all in one server environment in our developer area.

SQL Server Reporting Services Connector Uninstall Warning

SQL Server Reporting Services Connector Uninstall Warning

Do you need to make changes in the deep reaches of your CRM configuration that aren’t available through the CRM administration panel?

Well there is a solution out there on Codeplex that you can import into your CRM 2011/2013 environment as a managed solution.

This utility allows you to edit your settings without the use of the command line utility in the KB article documenting “OrgDBOrgSettings.” The utility is written using the CRM SDK as a reference and currently all changes and retrieval of settings are done via the CRM’s OData Endpoint. The utility is provided as a managed webresource that can easily be installed and uninstalled from your CRM environment.

The utility is available at: https://orgdborgsettings.codeplex.com

Here is an example of  how to change the export to Excel limit from 10,000 to a higher value (although the top limit is 50,000).

Export to Excel More than 10,000 records

Export to Excel More than 10,000 records

Equal parts education, networking, and fun, the Microsoft Dynamics Technical Conference brings together Microsoft Dynamics CRM professional and developer communities in a technical readiness experience designed to inspire you and help you take your business further. This is the first-ever such event for Microsoft Dynamics CRM partners. Don’t miss it!

Hear from Jujhar Singh, General Manager of Program Management for Microsoft Dynamics CRM, about why you should be a part of the Microsoft Dynamics Technical Conference.

The CRM Team just knocked this one out of the park.

You can now Reset a sandbox instance to either a CRM Online 2015 Update or CRM Online Spring ’14.

Sandbox Instance Reset

Sandbox Instance Reset

Dynamics CRM Online 2015 is Live

November 26th, 2014

Last night I spun up a new 30 day CRM Online Trial for a client demo. It was taking a while to provision so I called it quits for the evening. To my surprise when I logged in this morning it was a CRM 2015 instance. Can’t wait to show our prospective client all the new features and how well they map to their business needs.

Microsoft Dynamics CRM Online 2015

Microsoft Dynamics CRM Online 2015

The CRM 2013 Administration Panel has been split into two panels. Some of the features have been moved over to a Security panel which also has two new functions that are exclusive to 2015. So going forward to manage your users in CRM 2015 you will click/tap on the Security nav button and not the Administration button.

CRM 2015 Navigation Bar

CRM 2015 Navigation Bar

The CRM 2013 Administration Panel – Items in red have been moved to the Security Panel.
The item in blue – Install Updates is gone, when I find out where it went to, I will post on the blog.
2013adminpanel
This is the CRM 2015 new Administration Panel

CRM 2015 Administration Panel

CRM 2015 Administration Panel

This is the brand new CRM 2015 Security Panel. The items in green are new to CRM 2015

CRM 2015 Security Panel

CRM 2015 Security Panel