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Audit issue after upgrade to CRM 2011

Hi,

Recently when i upgrade my solution from CRM 4.0 to CRM 2011, I got an exception with CRM 2011 OOB “Audit” feature

(i.e., When I clicked on ‘Audit History’ link on one of the audit enabled entity’s CRM Form).

When I verify the Event Viewer (i.e., Application log) for error on the CRM Server, there was an error from ‘MSCRMWebService’ with below message.

The Web service Plug-In failed in Message : RetrieveRecordChangeHistory

Fix: –

This is a known issue with product and got fixed in CRM 2011 Roll up 2. So, install the role up 2 by downloading from below site  http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=26124

***Imp Note :- Even after the installation of Roll Up 2, the old records still shows the audit error. The roll up fix applies to the new records.

– You may still get Audit issues even after Roll Up 2, when you share a record Programatically  (i.e, Using plug-in’s). This issue has been fixed in Roll Up 4.

Hope It Helps 🙂

Sitemap “Settings groups” display as “Unknown” after an upgrade from CRM 4.0 to CRM 2011

Sitemap Upgrade Errors

Hi,

Recently when i did an upgrade from CRM 4.0 to CRM 2011 by restoring CRM 4.0 DB, I got “Settings groups” display as “Unknown” (Refer image above)

– To fix this issue we have to modify the “Sitemap” by exporting it in a solution, and follow below steps

  • Open the “customizations.xml” file in text editor by extracting the solution zip folder
  • Replace <Group Id=”Business_Setting”> with <Group Id=”Business_Setting” ResourceId=”Menu_Label_Business” DescriptionResourceId=”Menu_Label_Business”>
  • Replace <Group Id=”System_Setting”> with <Group Id=”System_Setting” ResourceId=”Menu_Label_System” DescriptionResourceId=”Menu_Label_System”>
  • Replace <Group Id=”Customizations”> with <Group Id=”Customizations” ResourceId=”Homepage_SystemCustomization” DescriptionResourceId=”Homepage_SystemCustomization”>
  • Replace <Group Id=”ProcessCenter”> with <Group Id=”ProcessCenter” ResourceId=”Menu_Label_ProcessCenter”
    DescriptionResourceId=”Menu_Label_ProcessCenter”>
  • Import the solution and publish

– Please refer http://support.microsoft.com/kb/2530358 for more details.