CRM Workshop Questions and Requirements Gathering Techniques

Mark Margolis's Blog


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.


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.


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


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.


The installation of the package failed error while installing SharePoint Designer 2013


After downloading the SharePoint Designer 2013 installer on my lab machine and trying to run it I was getting the below error

Right clicking on it and selecting properties showed that it had the Digital Signatures tab missing in it.

Then downloaded the exe on my other machine, and it had the Digital Signatures tab.

Using this new exe on the lab machine I was able to install the Designer.

Hope it helps.

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

Hope it helps

Feature comparison between SharePoint Online Public Website and SharePoint on-premise Internet sites.

Check out this link

Hope it helps.