Latest CRM 2013 Version Numbers

With all the new releases, and 8 new CRM Online releases for this year, things are getting confused fast. Here’s the
version numbers by release, thanks to my good friend Matt B at Microsoft! Enjoy!

6.0.0 = rtm (Orion)
6.0.1 = UR1
6.0.2 = UR2
6.1.0 = SP1 (Leo)

Need to build a CRM 3 VM to Upgrade to CRM 2013? Here’s how.

We have a few customers still running CRM 3.0 after all these years. With the excitement of CRM 2013, they have decided to upgrade at one shot. Dynamics CRM 3.0 can upgrade to CRM 4.0, or one version at a time. The users don’t have be aware of this step, only the end game which is CRM 2013.

In order to process this change, and migrate the customer to the cloud, we need to upgrade their systems. In order to do this, I decided to build a VM in order to upgrade CRM 3.0 to 4.0, and then will use my 2011 VM to upgrade to 2011, then insert DB into the new CRM 2013 development system.

Easier said than done Right? I really had to dig into my memory banks to remember the process, and thought it would be helpful to others to have it accessible. So Here we go:

1. Build a Windows Server 2003 R2 Standard build VM
2. Make sure you add enough disc space to cover the size of your production database, zipped and unzipped together. I’m using 60 gigs, 2 processors and 2.5 gigs of memory in the VM.
3. Add the Domain Controller and Application Server Roles (select ASP.NET as well).
4. Reboot
5. Install SQL Server 2005 with reporting services. You must configure reporting services as well.
** CRM 3.0 started on SQL2000, and was commonly upgraded to SQL2005. The CRM 3.0 installation download includes the fixes to work with SQL2005. In the past we had to install it on SQL 2000, upgrade SQL2005 after.
6. Test Access to Reporting services once completed.
7. Copy the production CRM 3.0 database and unzip on this VM.
** Make sure you copy both ORGNAME_MSCRM and ORGNAME_METABASE as these were separate DBS in CRM 3.0
8. Restore CRM 3.0 database to the SQL Server.
9. On the CRM 3.0 CD, explore and run the redeployment tool .MSI.
10. Run the CRM 3.0 redeployment tool, enter server name localhost and select the production DBs.
11. Choose to manually map, and find a user account of administrator, mapping your VM admin id.
12. Let redeployment complete.
13. Launch the CRM 3.0 installation, and proceed with setup. When you enter the SQL Server (localhost) you will be able to connect to an existing deployment. Choose your databases here.

That will get CRM 3.0 running again in your VM. Please note that all ISV’s etc should be removed as they will no longer work. You could have manually cleanup unless you run the uninstallers of these applications in production.

You might also want to consider using a P to V technology (Physical to Virtual) to build the VM exactly as it is in production but Virtual.

Enjoy!

Convergence 2014: Here’s my schedule!

Please stop by and introduce yourself! I’d love to meet you or help answer a question! For other times not mentioned below I will be at the social media command center on the Expo Floor.

schedule

Convergence 2014! Are you ready?

We are less than 30 days away from the biggest Dynamics event of the year. If you haven’t been to Convergence before, let me say that I would gladly give up my personal vacation time to attend. Convergence is the mecca for all things Dynamics including Dynamics CRM and ERP solutions, along with training courses from the CRMUG!

You will also find partners like Tribridge, and other ISV’s like ADX Studios and Trillium. Make sure to stop the booths inn the Convergence Expo! Convergence will be Atlanta GA Convention Center – March 3 – March 7, with CRMUG training on March 7th.

I will be presenting at both the CRMPC and CRMUG (partner and users groups) On Monday and Friday:
Dissecting CRM 2013 Upgrades – Best Practices and Lessons Learned at 3:15 – 4:00 pm
I will also be a member of the 2014 Convergence Social Media team, so you can find me at the Social Media Command Center, as well as with the Tribridge team during lunch and evenings at booth 609.

Looking forward to seeing everyone there, please stop by and introduce yourself!

Convergence Email Signature

Link to the event:

http://www.microsoft.com/dynamics/convergence/atlanta14/#fbid=UQz7ZnILZ1g

Cloud Offerings: A Gartner Prospective and Concerto Recommendation!

Tribridge has been selected as one of the cloud partners doing Cloud Right. Tribridge’s Concerto Cloud has also won Microsoft Dynamics ISV of the year 2013!  Learn more about the report here!

More about Tribridge’s Concerto Private Cloud..
http://www.concertocloud.com/
 

CRM 2013 Upgrade Flurry has Started! Upgrade Checklist

Microsoft has begun switching over many of our Microsoft Dynamics CRM customers to CRM 2013.

Here’s some things you should know about the overall process:

1. Ensure you have another environment (test/dev) that matches your CRM production setup.
This is a best practice by far. Not having a test environment, makes troubleshooting and changes in your production environment almost impossible to manage. This is no different for which deployment model you have choose: Online, On-Premise or Partner Hosted.

Ensure this environment has a copy of the latest customizations, solutions, ISV’s etc. Data can also be replicated from production, using tools like the CRM 2011 Instance Adapter or tool like Scribe.

If you do not have a CRM 2011 instance for test/dev. already, its now too late to create a new one as only CRM 2013 instances are available as of Nov 4th. You will have no choice but to create a test CRM 2013 trial and import your 2011 solution which if fully supported. This will provide you with what your system will look like after the upgrade.

You should also push out your production CRM Online date as far as possible. Today, the last date available to upgrade is 2/14/2014. For other implementations, you still have some time :).

2. Understanding your Environment
Ensuring that your understand all the components that have been deployed with your CRM system is critical to the success of your upgrade. You will need to review all your Solutions, Web Resources and Custom Code to ensure that your and your ISV’s are prepared for the upgrade.

Microsoft has provided a tool to help pin point this issues.
http://www.microsoft.com/en-us/download/details.aspx?id=30151

The information provided by the tool will be a roadmap for your upgrade. Check with ISV’s website’s for their plans in regards to CRM 2013.

3. Fixes Issues
It’s very important to record and fix your issues and test them fully before User Acceptance Training (UAT). Errors with the application can quickly kill your user adoption. If you’re not ready, wait! Once the issues have been resolved your ready for testing!

4. Testing your Upgrade
Once you have all the customizations, solutions and errors fixed in your development/test server, you can now perform your User Acceptance Training (UAT) and overall product training. Please note that even with no errors, your users will need training for CRM 2013′s completely redesigned interface.

Make sure you have a strong test plan, allowing users to fully test all of their daily functions. This should also include processes they don’t often run. This should include the Outlook and Web Clients as well as desktop versions Win7/Win8 as well as Office versions (2007/2010/2013) or the combination that is being deployed by your organization.

Once you have signoff, you will want to take the solutions and ISV’s files and you will need to deployment them in the production environment the night of Production Go-Live.

5. Planning your Upgrade
Once you have completed your testing, you can now select to move in your production upgrade date from the CRM Online System. This will allow you to choose the next available date. Once the upgrade starts, you will not be able to access the system for a few hours, and as long as 24 hours.

MVP Summit 2013

Thank you again to the community for helping me achieve this MVP Award for my second year.

One of the main reasons I wanted to become an MVP was not only to help others, but the deep interaction with Microsoft CRM product team. This is the core benefit of the MVP program. This November 18-23 will be no different as all Microsoft MVP’s are headed to Redmond for interaction with their prospective product teams.

From the CRM MVP team, it was great to see so many of my fellow MVP’s including some new ones from around the Globe. The interaction with this team of MVPs is priceless, second to none. We communicate daily with each other and form a giant virtual helpdesk helping each other with the daily challenges our companies, users and other MVPs encounter.

Unfortunately, all content from the MVP Summit is under strict NDA so we cannot share with you any details. Best Rest Assure, knowing that more good things are on the way from the CRM Product Team.

Thank you the community for helping me achieve this MVP Award.

We also took our customary CRM MVP photo.. I’m the tall guy in the back row glowing in white :)

mvpphoto2013

Also got to take a picture with my Italian Mafia MVP’s from Italy! I’m in the middle!

Italianmvps

 

 

See you at CRMUG Summit 2013!

Tribridge will be attending the CRMUG Summit in Tampa, this coming week Oct 20 – Oct 24th, 2013. For more details please go to www.crmugsummit.com. It’s never too late to register. Please look for our Concerto Cloud Branding and See you at booth 713!

Here’s my schedule in case your attending. I’d love to meet you or your co-workers at talk anything CRM! I will be at the Tribridge Lunch Tables – Daily from 12-2pm EST. Look for the Tribridge & Concerto Signs!

Tuesday October 22 4:15pm
ADFS and Single Sign on for MSCRM
http://sched.co/10Ww7ik

Wednesday October 23 10:00am
Ask the MVPS – System Administrator Edition
http://sched.co/10Ww6La

Wednesday October 23 3:45pm
You Stay Classy and Keep it Tidy – CRM Administrators
http://sched.co/10Ww71G

Wednesday October 23 5:00pm
Ask the MVPS – Developer Edition
http://sched.co/10Ww5Hi

Wednesday October 23 5:00pm
So you want to be a CRM superstar
http://sched.co/10Ww71I

CRM 2013: Windows 8 Mobile Client – How to Pin/Create CRM Tiles to Start Menu

The Microsoft Product Team has done a great job delivering the Microsoft Dynamics CRM 2013 mobility clients for Windows 8 and IPADs. I noticed a screen shot on the web, where tile related to CRM we posted on the Windows 8 Start Menu for quick access.Screenshot (1)

I was trying to figure this out, and it’s rather simple. Once inside the Microsoft Dynamics CRM 2013 Mobility Client, the first page is the Mobile Dashboard. On that dashboard, you can select the view of activities, account, contacts etc by pressing on the name with your finger or your mouse and drag them down like you would an tile on the Windows 8 start menu.Screenshot (3)

This will bring up the bottom navigation bar. You can then choose to pin to start menu! As you can see this quick tip will let you immediately access your leads and opportunities right from the start! Enjoy.

CRM 2013: Outlook Client – Screen Shot!

Here’s a quick screen shot of the new Microsoft Dynamics CRM 2013 Outlook Client. Very similar outlook look and feel as the CRM 2011 client, with the new CRM 2013 screen when bringing up entities! Thanks to my fellow Tribridge teammate Cory Johnson for the shots!

Outlookclient2013