CRM Workshop Questions and Requirements Gathering Techniques

Introduction

As a follow on to my CRM Project Scoping post I wanted to provide some examples questions that I use to help me size and get an overall understanding of a CRM project. These discovery questions can help you understand not only the size or type of project but also some of the risks and issues of the project. I’m only providing a general set of template questions here, you will want to tailor your questions to the industry, company and division you are talking to. For a comprehensive set of CRM Questionnaire or question templates then Microsoft Sure Step Methodology is a great place to start. I also refer you to my previous post on Great Books for Software and Product Management.

Before I start I thought I would provide a brief overview of the requirements elicitation process and objectives. I am going to write a detailed post on this in…

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“InsufficientMemoryException” An error has occurred issue while trying to open Organization.svc in CRM 2011.

Hi,

Got the below error while trying to open the organization.svc in browser. Although rest of the CRM was working properly.

Checked the event log and got this interesting error message over there.

Exception information:

Exception type: InsufficientMemoryException

Exception message: Memory gates checking failed because the free memory (208502784 bytes) is less than 5% of total memory. As a result, the service will not be available for incoming requests. To resolve this, either reduce the load on the machine or adjust the value of minFreeMemoryPercentageToActivateService on the serviceHostingEnvironment config element.

at System.ServiceModel.Activation.ServiceMemoryGates.Check(Int32 minFreeMemoryPercentage, Boolean throwOnLowMemory, UInt64& availableMemoryBytes)

at System.ServiceModel.ServiceHostingEnvironment.HostingManager.CheckMemoryCloseIdleServices(EventTraceActivity eventTraceActivity)

at System.ServiceModel.ServiceHostingEnvironment.HostingManager.EnsureServiceAvailable(String normalizedVirtualPath, EventTraceActivity eventTraceActivity)

As suggested by the error message, increasing the RAM resolved the issue.

Bye.

Fixed – You do not have sufficient privileges to view this chart. Contact your system administrator in CRM 2011

Hi,

We might receive the below error in CRM 2011 even though the user has the System Administrator Role assigned.

We need to check that the Access Mode for the system user is set to Read-Write and not Administrative.

In case if we receive the Insufficient Permission error

Go to Admin Section of your portal and select Assign User Licenses link in it

Assign License to the user

This will resolve the issue.

Bye.

Object doesn’t support property or method selectNodes error in JavaScript in CRM 2011

We got the below error in one of our CRM entity form’s onload JavaScript. The same was working fine in IE9.

Similarly in Chrome and Firefox also we were getting the below error.

Finally we came to know it was because XPath is not supported in IE 10 and other browsers.

Get the more details here

http://www.w3schools.com/xpath/xpath_examples.asp

Hope it helps

New Microsoft Dynamics CRM 2011 SDK Version 5.0.14 released

The new version of SDK has been released. It can be downloaded here

http://www.microsoft.com/en-us/download/details.aspx?id=24004

List of all the significant changes made

http://msdn.microsoft.com/en-us/library/jj916625.aspx

Bye.

Entity Name specified in FetchXml does not match the entity name in the EntityExpression error in Filtered Lookup in CRM 2011.

Hi,

We had used addCustomView function to filter lookups in our email entity. However while changing the entity inside the Lookup dialog we were getting the above error.

We read in the forum that installing the Update Rollup 10 should fix the issue for the multi-entity lookup. We had Update Rollup 6 in our system and as suggested, installing UR 10 resolved the issue.

Check out the helpful link

http://social.microsoft.com/Forums/en/crmdevelopment/thread/9d3d60fb-106e-4e4c-b846-295cea4d800e

Hope it helps.