MS CRM 2011: Upgrade Helpful tid bits

Settings menu upgraded and has “unknown” everywhere???
when I imported my CRM 4.0 db into CRM 2011 my settings menus had all of these  “Unknown”‘s all over the place in the settings menu.  I found this kb article

http://support.microsoft.com/kb/2530358

Then I found this… site map editor http://sitemapeditor.codeplex.com/  much easier to use and you don’t have to mess with XML.

All I had to do was download the tool, connect to my server and load the site map.  It was pretty straight forward and very useful.

Finding 4.0 customizations and JavaScript:
CRM Documentation Generator, this is an addon for Excel and will generate all of the documentation including fields and  JavaScript mods for each entity.

http://crm4documentation.codeplex.com/

Once you find your JavaScript that is failing here is a link to what you need to change

http://community.dynamics.com/product/crm/crmtechnical/b/crminogic/archive/2011/02/19/difference-between-crm-4-0-and-crm2011-script-for-using-on-form-customization.aspx

and here is a tool for those who don’t want to figure it out

http://crm2011scriptconvert.codeplex.com/

Install VS2010 on your server:
 Yep that’s right install it.  For things like the ADX customer Portal and Plug in registration tool and manipulating XLM you will end up needing it so just install it.  I am still disappointed at the amount of things that you have “build” your self with this version of CRM.

 

 

About dorothyjarry

Super Dots
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