Wednesday, 26 June 2013

Adding Custom Field to Quick Find View For crm 2011


Here is the Post about How to add Custom Field to "Quick Find View ".

First of all You need System Customizer or System Administrator permissions to do that.
Let Us goto the Topic, If You need to do Quick find for custom filed or any other field to search then You have to select that particular entity to QUick Find:
Here is the Post for Adding "Contact" Entity Custom field to Quick Find View.

1)  In crm 2011 On-Premise Goto Settings -> Customizations

2) Select Account Entity and click on it You may find "Views" Under Account Entity now click on  Views.

Contact -> Views

On the Right hand side You'll find all views in Account Under that in the last You may find "Quick Find Active Contacts" Please Double click on it.

 

Now You will get a Dailogue box of Quick find here You can  do
1) Adding Columns to see in the View and
2) Add columns to Find .

You can see with picture


Here I have Added to the View to Visible in View.

Now goto "Add Find Columns" on right hand side click on it and select the field for which field you want to search for -> select Checkbox click and press ok


Now Publish All Customizations

Hence your quick find is over..
If this post is saved your time then please comment it...
Thanking you.

Friday, 7 June 2013

Installing CRM 2011 on Windows Server 2012 Step By Step


Hello Everybody,

Here am explaining a fresh installation of crm 2011 in windows server 2012. Actually by Rollup 13 we just get the updated version of the CRM 2011 there is no Self-Healing-Setup(SHS) in Rollup 13.
You have to download from Microsoft Update catalog(provided the link below).

The Self-Healing Setup (SHS) that is required to install Update Rollup 13 for Microsoft Dynamics CRM 2011 on Windows Server 2012 is not published yet.

So here is the link to download that SHS is CRM 2011 SHS from Microsoft Update Catalog.
You'll get the page like this.

From that you have to download the "Setup Update for Microsoft Dynamics Crm 2011".



After adding to basket click on "viewBasket" to view what you added.

Now click on Download Button to download the SHS file.

Now Click on Browse button for where you want to save the download the file.

After You have given location You will find the Continue Button Click on it.


Now Your Download will start at, where you have specified the location to store. After downloading(progress: 100%) click on close. Now your downloaded file is ready to use.




After downloading the file Extract the folder in windows 7 or something else because these files are cab files. So may it not possible to unzip the files in SERVER LOCATION. After Extracting the folder You may find Number of .CAB Files in it. Those all are the Language Specification versions.

If you’re installing the English version, you’ll only need the en-server_kb2434455_amd64_1033.cab file to extract. After Extracting You'll get a folder which consists of .msp file with name Server_KB2434455_amd64_1033.msp consist on it.




Prepare for Installation:

1) Make an Empty Folder in you're Server Location (Windows Server 2012) with NAME: crm_install (Like: c:\crm_install)

2) Take a TEXT file and write the following code:

<CRMSetup>
<Server>
<Patch update="true">C:\crm_install\Server_KB2434455_amd64_1033.msp</Patch>
</Server>
</CRMSetup>

Save the file as config.xml in crm_install folder (like: c:\crm_install\config.xml).

3) Download the CRM 2011 Update Rollup 6 Server Version and put the CRM2011-Server-ENU-amd64.exe file in the same folder

4) Copy the Extracted Server_KB2434455_amd64_1033.msp file into c:\crm_install folder.
Now it looks like this




5) Make an Empty Folder in crm_install Folder with name (Like : server) You may find from above picture.

Now Extract the Rollup 6 of CRM2011-Server-ENU-amd64.exe into c:\crm_install\server folder.

6)Now Open Command Prompt and goto the crm_install location from that goto server folder as

c:\crm_install\server. Now Type the command as

setupserver.exe /config c:\crm_install\config.xml and press ENTER


Now You'll get the CRM Server Installation wizard select all the configurations as you need and mean while don't forget to mention the Key of it.

After All configurations you have done the server is installed Perfectly.

Note: Here you may aware of "Get Updates for CRM 2011" while prompted in Installation Wizard because it will installed with Rollup 6 also. After installation goto Updates in Control Panel and Download the Rollup 13 to work it fine.

I'm installed in my Workstation and it is working fine.

Hope It Helps for someOne's time to install. Thank You.

If you like this post please Comment it....!!!!