September 10, 2010 – Arvind's CRM Blog

1.) New application features

Visualization. On demand graphical charts for many record types.
Improved user interface that includes the Office Ribbon design and more streamlined forms.
Connections. A new feature for establishing relationships between records.
Recurring activities. Schedule activities, such as appointments, that repeat.
Queue enhancements.
Auditing. To enable record level auditing, go to System Settings under Settings, click the Auditing tab, and then click Enable.
Field level security. Manage user and team permissions to read, create, or write information in secured fields.
Solutions. Solutions are packages of software that you can install or remove from your Microsoft Dynamics CRM organization.

2.) Sandbox Processing Service

The Sandbox Processing Service server role enables an isolated environment to allow for the execution of custom code, such as plug-ins. This isolation reduces the possibility of custom code affecting the operation of the organizations in the Microsoft Dynamics CRM deployment.

3.) Claims-based authentication support

Using federation identity technology such as AD FS 2.0 (formerly known as “Geneva”), Microsoft Dynamics CRM supports claims-based authentication. This technology helps simplify access to applications and other systems by using an open and interoperable claims-based model that provides simplified user access and single sign-on to applications on-premises, cloud-based, and even across organizations. For more information about the claims-based authentication model, see Identity and Access Management.

4.) Add or remove a server role

You can now install individual server roles by using the Microsoft Dynamics CRM Server Setup Wizard. Similarly, you can add a server role, or change or remove installed server roles from Programs and Features in Control Panel.

5.) SharePoint documentation management

SharePoint documentation management lets you view Microsoft Dynamics CRM data in Microsoft SharePoint. This is an optional feature that you can configure in the Settings area of the Microsoft Dynamics CRM Web application.

For More details, Please download CRM 2011 Implementation Guide from below link.

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=0c7dcc45-9d41-4e2e-8126-895517b4274c&displayLang=en#SystemRequirements

1. If any of the job’s status has changed from “Publishing” to “Unpublished”, most likely there are exceptions that caused the job to fail.

a. Run the SQL script to understand the cause

USE Microsoft_MSCRM

SELECT Name, ErrorCode, Message, *

FROM AsyncOperation

WHERE OperationType = 7

ORDER BY CompletedOn DESC

Message column should contain more descriptive message than what is displayed in the MS CRM UI. If this still is unclear then

b. Enable MS CRM Tracing by following instructions from the support link

http://support.microsoft.com/kb/907490

Create three registry keys

TraceEnabled = 1

TraceDirectory = <CRM InstallPath>\CRMTrace

TraceRefresh = 0

2. Understanding how many records still needs to be processed per Duplicate Detection Rule

a. MS CRM generates tables with random names to store match code.

USE Microsoft_MSCRM

SELECT Name, MatchingEntityMatchCodeTable, *

FROM DuplicateRule

n Example

SELECT COUNT(*)

FROM account

WHERE accountId NOT IN (SELECT ObjectId FROM <MatchingEntityMatchCodeTable from Duplicate Rule table>)

Similarly we can troubleshoot Microsoft CRM Workflows and other Asynchronous Jobs

Below are the list of Asynchronous Job types and there values

The AsyncOperationType class exposes the following members.

Field	Value	Description
ActivityPropagation	6
BulkDelete	13
BulkDeleteChild	23
BulkDetectDuplicates	8
BulkEmail	2
CalculateOrgMaxStorageSize	22
CalculateOrgStorageSize	18
CleanupInactiveWorkflowAssemblies	32
CollectOrgDBStats	19
CollectOrgSizeStats	20
CollectOrgStats	16
CollectSqmData	9
DatabaseLogBackup	26
DatabaseTuning	21
DeletionService	14
Event	1
FullTextCatalogIndex	25
Import	5
ImportingFile	17
IndexManagement	15
Parse	3
PersistMatchCode	12
PublishDuplicateRule	7
QuickCampaign	11
ReindexAll	30
ShrinkDatabase	28
ShrinkLogFile	29
StorageLimitNotification	31
Transform	4
UpdateContractStates	27
UpdateStatisticIntervals	24
Workflow	10