Author Archive

MS CRM 2013 Encryption (HTTPS bypass)

September 22nd, 2014 DynamicsMSCRM Comments off

SELECT [ColumnName],[BitColumn]
FROM [MSCRM_CONFIG].[dbo].[DeploymentProperties]
WHERE ColumnName=’DisableSSLCheckForEncryption’

UPDATE [MSCRM_CONFIG].[dbo].[DeploymentProperties]
SET [BitColumn]=1
WHERE ColumnName=’DisableSSLCheckForEncryption’

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MS CRM 2013 Performance: Form\View Load Analyzer

August 20th, 2014 DynamicsMSCRM Comments off

With the release of Service Pack 1 for Dynamics CRM 2013 Microsoft has introduced an analyzer to track performance on CRM form Loads. To take advantage of this feature open a form on CRM and then using your keyboard select Ctrl + Shift + Q to view the performance analyzer. To activate this utility choose Enable on the utility and then using F5 refresh your CRM form, the utility will close, normal behavior.

Once the form has refreshed select Ctrl + Shift + Q again, this time the utility will display showing the performance of the form load.

Some items of note when using this utility.
- Probably a good idea to Disable the Utility when not in use, only Enable when needed
- It appears to only work with IE
- It will work with CRM Online and appears to work on CRM On Premise as well but some have had issues, maybe browser choice.
- This is not restricted to Forms, it will work on Views as well.

In addition to the graphical view of the load performance you can Copy the stats for a more detailed exam. Included is a sample showing some of the parameter, this captures more rows of data but I have limited the output due to blog realestate.

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MSCRM 2013 Data Encryption

August 18th, 2014 DynamicsMSCRM Comments off

Data Security is the prime aspect across the world. As we are storing all our data into the CRM, we need to keep our sensitive data in Encrypted format for the security reasons. Microsoft Dynamics CRM 2013 uses standard Microsoft SQL Server cell level encryption for a set of default entity attributes that contain sensitive information, such as user names and email passwords.


- Uses FIPS 140-2 Encryption Standard

- prevents a database administrator from accessing encrypted data

- SQL Server cell level encryption


- Used to store Email and Password when working with CRM and Microsoft Exchange

- Yammer Integration


- data encryption is not active in Microsoft Dynamics CRM 2013 on-premises by default but users who have the system administrator security role can activate data encryption

- After data encryption is activated, it cannot be turn off but you can change the encryption key if required.

- Data Encryption cannot be applied on the custom fields. Currently it is only available on the out of the box password fields.

- Auditing cannot be enabled on encrypted fields

- Encrypted fields cannot be customized

- Encrypted fields cannot be indexed

- When doing a retrieve of an encrypted field’s value, a null is returned

- SSL is required to use messages

To activate data encryption or change the encryption key you need to navigate to the Settings -> Data Management -> Data Encryption area. Please note that user having System Administrator role can only activate Data Encryption or change the Data Encryption Key.

1) IsDataEncryptionActiveRequest: This request checks whether Data Encryption in Activated or not.

IsDataEncryptionActiveRequest request = new IsDataEncryptionActiveRequest();

IsDataEncryptionActiveResponse response = (IsDataEncryptionActiveResponse)service.Execute(request);

bool isDataEncryptionActive = response.IsActive;

2) SetDataEncryptionKeyRequest: This request helps to change the Data Encryption key. You just need to set the new encryption key in the Encryption Key property which will set the new encryption key.

SetDataEncryptionKeyRequest request = new SetDataEncryptionKeyRequest();

request.ChangeEncryptionKey = true;

request.EncryptionKey = “YOUR_ENCRYPTION_KEY”;

SetDataEncryptionKeyResponse response = (SetDataEncryptionKeyResponse)service.Execute(request);

3) RetrieveDataEncryptionKeyRequest: This function helps retrieve encrypted key available in the organization.

RetrieveDataEncryptionKeyRequest request = new RetrieveDataEncryptionKeyRequest();

RetrieveDataEncryptionKeyResponse response = (RetrieveDataEncryptionKeyResponse)service.Execute(request);

string encryptedKey = response.EncryptionKey;

Please note that, you must use SSL when you use these messages. When you execute these messages, a check will ensure that the user’s client/server connectivity is using the HTTPS protocol. If not, an exception is returned if the requests are submitted without using HTTPS.

Sourced From: Inogic

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MSCRM 2013 White Papers & Technical Documentation

August 18th, 2014 DynamicsMSCRM Comments off
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Azure Virtual Machines and DNS settings

May 7th, 2014 DynamicsMSCRM Comments off

Posted from Shan McArthur’s Blog

The Windows Azure fabric controller will service your Azure virtual machines from time to time. This blog article will outline the impact this will have on your virtual machines and what you have to do to ensure that your virtual machines remain healthy in the Azure data centers.

There are many events that can occur in the Azure data centers that will result in a ’service operation’ being performed on your virtual machine. These could be related to actual hardware failures, or could be as simple as Microsoft performing data center maintenance or upgrading the host machines that are running your virtual machines. It is important to understand the impact of what these types of service operations will have on your virtual machine so that you can configure the virtual machines properly to survive these service operations.

What changes and what does not change? The hard drive that is used to host your virtual machine is store in Azure blob storage and will not be affected during a service operation. Stated another way – you won’t lose your virtual machine. The same can be said for all of the data drives that are attached to your virtual machine. The only exception to this is the temporary drive that is mounted as the D: drive when you create the virtual machine. Data on this drive is only persisted on the host machine and is not migrated to new hardware when the machine is moved to another host. A service operation will result in your virtual machine having a brand spanking-new D: drive with no files or custom security applied to it. As such, do not put anything that you want persisted on this drive, and make sure that if you are using this drive for temporary storage, that your application can automatically recreate the folders when it is rebooted and started.

Windows Azure will also not change the IP address of your server when it is associated to a virtual network. Read this carefully. It has to be associated to a virtual network AND the only guarantee is that the IP address will not change. That said, the MAC address of the virtual network card may change and that will have some important consequences on your virtual machine configuration.

It is probably best to give a quick description of how IP addresses and network cards work in an Azure environment. You start out by defining a virtual network in Azure, then you provision services inside that virtual network. Windows Azure will then give out appropriate IP addresses and DNS server settings from your virtual network definition when it dishes out a DHCP address. If you are hosting an Active Directory domain in Azure (with domain controllers), it is important that you set the dns server settings properly in your virtual network configuration. I would like to point out that it is an unsupported configuration to set your IP addresses manually in your virtual machine without using DHCP. The problem is that if you do this, the IP address will be associated to that specific network card, but when an Azure service operation occurs, your virtual machine will loose that network card and get another one. Windows Server will do its thing and automatically pick up the new network card and will automatically use DHCP for the IP address and DNS address and you will lose your network configuration that you made on your old network card. This has specific implications for Active Directory domains. If the IP address of your machine changes because DHCP is giving you a different IP address than you manually set on the machine, domain members may not locate the domain controller and the network may start to fail. If this is a domain controller and its DNS server is set to the Azure external dns servers or another server other than itself, the domain controller itself will have problems using the ntds portions of DNS and within a few days the netlogon service will fail and no authentication to the domain will be possible until you reboot the server and rectify the problem. The bottom line is that a service operation in Azure will give your virtual machine a new network card, so you should only use the DHCP provided IP address and dns settings to ensure that your machine will be healthy after a service operation.

Some network administrators will want to ensure that their domain controllers use their own dns server on the local machine, and they do this by specifying This configuration is not mandatory, but if you want to do this, the only way to do this in a supported manner is to set up your virtual machine using PowerShell and specifying the dns server IP in the creation script. This will ensure that the Azure DHCP server will serve the appropriate dns setting to that local virtual machine.

So how do you recognize if you have a problem? The easiest thing to do is to log into all of the virtual machines in your network and ensure that you have the network configuration set to using DHCP for the IP address and the dns server address. If you find that you have a machine that normally works and then starts to fail when nobody has made a change to it, check the event logs for network events and the last reboot. If your failure follows an unscheduled restart, you could be seeing the impact of a service operations – just go and double check that the dns server and IP address are set appropriately using IPCONFIG /ALL.

If you notice that your dns servers are set to an external IP address, this is an indication that your dns servers are not set in your virtual network, or that you may not even have a virtual network. If this is the case, make the change and reboot all servers, ensuring that they pick up their dns server settings.

If you are not using a virtual network and you are using a domain controller, you will experience problems. You may use this type of configuration in a temporary dev or demo environment. If you want to use this configuration, your only other choice is to add a loopback adapter to the virtual machine and configure the IP address on that NIC to use its own IP address. I have used this configuration in the past, but with the latest version of the Azure portal, it is so easy to manage virtual networks that I highly recommend just setting up a virtual network, even for these temporary environments.

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CRM 2013 Understanding Portable Business Logic

April 22nd, 2014 DynamicsMSCRM Comments off
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MS CRM 2013 Composite Fields/Fly-out Menu

March 23rd, 2014 DynamicsMSCRM Comments off
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MS CRM 2013 Bulk Edit Entity Name Messages

March 22nd, 2014 DynamicsMSCRM Comments off
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Social Insights Installation Instructions

March 19th, 2014 DynamicsMSCRM Comments off
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MS CRM 2013 Disable Welcome Screen

February 18th, 2014 DynamicsMSCRM Comments off

Checking “dont show this to me again” does not disable the welcome screen.

To remove permanently an registry update is necessary.

1. Start Registry Editor.

2. Locate registry subkey: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM.

3. Right-click MSCRM, point to New, click DWORD (32-bit) Value, enter DisableNavTour, and then press ENTER.

4. Right-click DisableNavTour, click Modify.

5. In the Value data box, type 1, and then press ENTER.

6. Close the Registry Editor.

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MS CRM 2013 Outlook CRM Failed to Load

January 31st, 2014 DynamicsMSCRM Comments off

Using office 365 after CRM for Outlook is setup a message may appear when accessing CRM for the first time “CRM Failed to Load”.

Before trying other solutions available first check that CRM is enabled within the Outlook Add-Ins.

1. Within Outlook go to File > Options > Add-Ins
2. View Inactive Application Add-Ins
3. If CRM is listed you will need to enable this Add-In.
4. Under Manage choose COM Add-ins and Go
5. Check Microsoft Dynamics CRM and hit OK
6. CRM should now work in Outlook, you may need to close and reopen it.

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MS CRM 2013 How to restore a hidden button on the CRM 2013 Command Bar

January 23rd, 2014 DynamicsMSCRM Comments off

The new Dynamics CRM 2013’s command bar has deliberatly limited space for buttons due to the ‘intentionally constrained’ user interface design. The idea being that if you limit the space for buttons, then designers will be forced to only show those that are absolutely necessary and the user experience will be improved. As result, many of the buttons from the CRM 2011 Ribbon Bar have been removed from the CRM 2013 Command Bar.

The CRM2011 Ribbon Buttons are still there, but hidden using a new RibbonXml Display Rule named ‘Mscrm.HideOnCommandBar’. This article shows you how to restore those buttons to the Command Bar that your users absolutely must have using the Ribbon Workbench for CRM2013.

Continue Post Can Be Found Here:

Resourced from: Scott Durow

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MS CRM 2013 Customer Center

January 10th, 2014 DynamicsMSCRM Comments off
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Enable or Disable SSL on Exchange Web Services Virtual Directories

December 17th, 2013 DynamicsMSCRM Comments off

Enable or Disable SSL on Exchange Web Services Virtual Directories

Disable SSL on an Exchange Web Services virtual directory on a Client Access server running Exchange 2010 SP1 or a later version

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the “Exchange Web Services permissions” entry in the Client Access Permissions topic.

1. Open IIS Manager and turn off SSL on the Exchange Web Services virtual directory using the following steps:
a. In the console tree, click the plus sign (+) next to each of the following folders to show the EWS node: Server Name > Sites > Default Web Site.
b. In the console tree, select EWS.
c. In the result pane, under IIS, double-click SSL Settings.
d. Make sure the Require SSL check box is cleared. (Check this box to Enable SSL)
2. Perform this procedure on each Client Access server in your organization.

There are differences for other versions of Exchange such as RTM, see the link for more info.

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MS CRM 2013 Server Side Sync Configuration

December 17th, 2013 DynamicsMSCRM Comments off

Sourced From: Quantum Dynamics with Microsoft CRM

MS CRM 2013 Server Side Sync Configuration

With Dynamics CRM 2013 the Asynchronous service now provides server-side Exchange Synchronization allowing users to:
• Synchronize contacts, tasks and appointments
• Process outgoing emails
• Process incoming emails
• Automatically tracking emails based on Correlation rules (smart matching or/and tracking token) All this without the need for the CRM Outlook client.

In the past appointments could only be synchronized with the CRM Outlook client installed and configured, if you booked an appointment with multiple people the appointment would only appear in other users Outlook Calendar if those same users had the CRM client installed and synchronizing with CRM. With Exchange Synchronization you eliminate this need for the CRM client, appointments created by you that require multiple people get directly written to their exchange profile so you automatically get an appointment alert to accept or decline.

On this article I will walk-through how to set up Exchange synchronization with Dynamics CRM 2013, here is an overview of the steps:
1. Set up an IIS self-signed certificate
2. Configure Exchange Impersonation
3. Create and configure a CRM 2013 Exchange profile
4. Configure User Mailboxes
5. Configure CRM global Email Settings
6. Test synchronization
7. Design Overview
8. known issues
9. Summary and References

Before we start configuring CRM 2013 with exchange we need to have in-place HTTPS. We just need a self-signed certificate generated by IIS to get us going.

1. Self-signed Certificate
To generate the certificate open IIS and highlight the server name and double click Certificates

On the right-hand side click on Self-signed certificate

Give it a Name (I call it MyCertificate) leave Personal and click OK


You should see the certificate listed on the list:


Next step is to bind the Dynamics CRM website to HTTPS (443)

Highlight the Dynamics CRM web site under sites and on the right-hand side chose Bindings. The below window opens and on the type field you choose HTTPS this will enable the SSL certificate field to choose a certificate and we choose the MyCertificate, click OK

2. Exchange Account Impersonation
Before we start Configuring profiles in CRM we want to make sure CRM service account has impersonation rights on the Exchange side to do this we run the following PowerShell command:

Exchange 2010
New-ManagementRoleAssignment -Name “” -Role:ApplicationImpersonation -User “”

For example: New-ManagementRoleAssignment -Name “CRM ExServiceAcc” -Role:ApplicationImpersonation -User crm13.service

Exchange 2007
Get-MailboxServer “” | Add-AdPermission -User “” -AccessRights ExtendedRight -ExtendedRights ms-Exch-EPI-May-Impersonate, ms-Exch-EPI-Impersonation

The second PowerShell command requires the Distinguished Name (DN) of the Microsoft Client Access Server (CAS).

To enable impersonation rights on a single Microsoft CAS server use the following command:

Get-ClientAccessServer -Identity “” | Add-AdPermission -User “” -ExtendedRights ms-Exch-EPI-Impersonation

3. Configuring CRM Exchange Profile
With the https binding in-place navigate to CRM using https://server/organization and settings > Email Configuration

Click on Email Server Profiles and then New Exchange Profile:

Fill in the details as per the below screenshot, you could use auto-discovery if it’s working okay for you, I have tested in my environment and worked perfectly. The service account we specified has been given server-wide impersonation.
I’ve named the profile UK Mailboxes if you have users across different countries and exchange servers located on these sites you should create multiple profiles with the corresponding Exchange servers.


Leave the Advanced settings as they are:


Navigate to Mailboxes and on the Ribbon choose Add Existing Mailbox, by default every user created or imported during an organization import it’s automatically generated a mailbox in the system, so when you click add existing mailbox the system will list all available user accounts.

4. Configuring Mailboxes
At this stage we have created an Email Server Profile and added 2 mailboxes, lets double click on one of the mailboxes:

Change the:
Server Profile: UK Mailboxes (the profile we just created)

Incoming Email: Server-Side Synchronization or Email Router
Outgoing Email: Server-Side Synchronization or Email Router

Note: on the configuration test results you should see Not Run instead of Success the screenshot was taken after the configuration was completed

Approve the Email and then click on Test & Enable Mailbox:

You then get the following alert message on the mailbox profile:

Click on Alerts and in a few seconds you will see the following messages coming up:

5. CRM Global Email settings
Before we start the Outlook test, lets first look at the CRM Global Email settings navigate to: Settings > Administration > System Settings

Go to the Email Tab, on this section there are a number of important settings that you should think from a design phase rather than implementation.

Configure email processing:
here you define which default method you want to process users email as it says if you choose Server-Side it will block Email Router. As we want to test server-side synchronization choose server-side instead of Email router.

Configure default synchronization method:
This will define users profile preferences and this is very important from a design perspective because will avoid duplicating work. If all your users are in UK you can default a server profile to UK Mailboxes, if you have users across different countries you could still define a default Email Server Profile using auto-discovery and then workout manually any specific users that require a manual Server Profile.

On the incoming, outgoing email and appointments, contacts and tasks default this to Server-Side synchronization or Email Router this will make sure it can use both.

Below you define if you should only process emails for approved users, this means if email processing is not a sensible subject in your implementation then I would recommend you untick this boxes because it removes an extra click on the configuration steps as we have seen above.

Configure email correlation, by default both tracking token and smart matching are enabled this is a business requirements rather than a performance or optimization issue. The tracking token will add a token CRM:Number to the emails subject which get processed by CRM and smart matching will be more transparent to users and attempt to use a matching pattern to find emails that should be tracked in CRM.

Note: Using a tracking token will be more efficient than smart matching but at a cost of being less transparent to users

6. Test Synchronization
You ready to test the exchange synchronization create one appointment in CRM and include as required yourself and another CRM user fill in the other details and SAVE in a few minutes if all works well a meeting request is received in Outlook by all users

To test sending emails confirm that on the Configure Email processing in the Global email settings is set to server-side synch, send an email to someone from CRM and ask that person to reply back, you should see the email tracked automatically in CRM.

7. Design Overview
On the design overview I just want to share a high-level diagram on the possible design routes for server-side synchronization.

above diagram illustrates a possible scenario where there is a main office Lisbon and all other 3 branch offices have CRM users but out of the 3 only 2 offices use their own Exchange server. In CRM you define 3 Email Exchange Server Profiles:

– Default Exchange Profile configured with Lisbon Exchange server
– New-York CRM Profile configured with New-York Exchange Server
– London CRM Profile configured with a London Exchange server

The Default Exchange server profile it’s applied to all users mailboxes so you only have to apply manually Exchange profiles on users mailboxes in London and New-York. Toquio and Lisbon will both default to the default Exchange profile which points at Lisbon.

8. Known issues
While testing the server-side synchronization I found that some mailboxes didn’t get processed though the Test configuration results passed successfully. Enabling logging on the Asynchronous servers I found the below error; this has been logged with Microsoft and currently being investigated so if you do find yourself unable to test the server-side synchronization bear in mind this could apply to your mailbox create a new user with a brand new mailbox to test your CRM configuration.

When this happens you may see the following error message:

On the Asynchronous service logs we found:

>Exception occurred while retrieving folder data from exchange server. Exception: Unhandled Exception: System.ArgumentNullException: Value cannot be null.
Parameter name: s

Server stack trace:
at System.Convert.FromBase64String(String s)
at Microsoft.Exchange.WebServices.Data.MapiTypeConverter.<.cctor>b__14(String s)
at Microsoft.Exchange.WebServices.Data.MapiTypeConverterMapEntry.ConvertToValue(String stringValue)
at Microsoft.Exchange.WebServices.Data.ExtendedProperty.TryReadElementFromXml(EwsServiceXmlReader reader)
at Microsoft.Exchange.WebServices.Data.ComplexProperty.InternalLoadFromXml(EwsServiceXmlReader reader, XmlNamespace xmlNamespace, String xmlElementName, Func`2 readAction)
at Microsoft.Exchange.WebServices.Data.ComplexProperty.LoadFromXml(EwsServiceXmlReader reader, XmlNamespace xmlNamespace, String xmlElementName)
at Microsoft.Exchange.WebServices.Data.ExtendedPropertyCollection.LoadFromXml(EwsServiceXmlReader reader, String localElementName)
at Microsoft.Exchange.WebServices.Data.ComplexPropertyDefinitionBase.InternalLoadFromXml(EwsServiceXmlReader reader, PropertyBag propertyBag)
at Microsoft.Exchange.WebServices.Data.ComplexPropertyDefinitionBase.LoadPropertyValueFromXml(EwsServiceXmlReader reader, PropertyBag propertyBag)
at Microsoft.Exchange.WebServices.Data.PropertyBag.LoadFromXml(EwsServiceXmlReader reader, Boolean clear, PropertySet requestedPropertySet, Boolean onlySummaryPropertiesRequested)
at Microsoft.Exchange.WebServices.Data.EwsServiceXmlReader.ReadServiceObjectsCollectionFromXml[TServiceObject](XmlNamespace collectionXmlNamespace, String collectionXmlElementName, GetObjectInstanceDelegate`1 getObjectInstanceDelegate, Boolean clearPropertyBag, PropertySet requestedPropertySet, Boolean summaryPropertiesOnly)
at Microsoft.Exchange.WebServices.Data.GetItemResponse.ReadElementsFromXml(EwsServiceXmlReader reader)
at Microsoft.Exchange.WebServices.Data.ServiceResponse.LoadFromXml(EwsServiceXmlReader reader, String xmlElementName)
at Microsoft.Exchange.WebServices.Data.MultiResponseServiceRequest`1.ParseResponse(EwsServiceXmlReader reader)
at Microsoft.Exchange.WebServices.Data.ServiceRequestBase.ReadResponse(EwsServiceXmlReader ewsXmlReader)
at Microsoft.Exchange.WebServices.Data.SimpleServiceRequestBase.ReadResponse(IEwsHttpWebResponse response)
at Microsoft.Exchange.WebServices.Data.ExchangeService.InternalLoadPropertiesForItems(IEnumerable`1 items, PropertySet propertySet, ServiceErrorHandling errorHandling)
at Microsoft.Crm.Asynchronous.EmailConnector.MonitoredExchangeService.LoadPropertiesForItems(IEnumerable`1 items, PropertySet propertySet)
at System.Runtime.Remoting.Messaging.StackBuilderSink._PrivateProcessMessage(IntPtr md, Object[] args, Object server, Object[]& outArgs)
at System.Runtime.Remoting.Messaging.StackBuilderSink.AsyncProcessMessage(IMessage msg, IMessageSink replySink)

Exception rethrown at [0]:
at System.Runtime.Remoting.Proxies.RealProxy.EndInvokeHelper(Message reqMsg, Boolean bProxyCase)
at System.Runtime.Remoting.Proxies.RemotingProxy.Invoke(Object NotUsed, MessageData& msgData)
at Microsoft.Crm.Asynchronous.EmailConnector.ExchangeSyncSteps.LoadPropertiesForItemsStep.LoadPropertiesForItemsDelegate.EndInvoke(IAsyncResult result)
at Microsoft.Crm.Asynchronous.EmailConnector.ExchangeSyncSteps.LoadPropertiesForItemsStep.EndRequest(IAsyncResult response)

at Microsoft.Crm.Asynchronous.EmailConnector.ExchangeSyncSteps.ExchangeSyncAsyncRemoteStep`2.AfterCall()

9. Summary & References

Set up email through server side synchronization
Configuring Exchange Impersonation

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Step-by-Step Guide for Setting Up A Windows Server 2012 Domain Controller

November 2nd, 2013 DynamicsMSCRM Comments off

In order to make the windows server 2012 domain controller we will install ADDS (Active Directory Domain Services) role from the server manager on Windows Server 2012.

Step-by-Step Guide for Setting Up A Windows Server 2012 Domain Controller

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MS CRM 2013 Post Upgrade Posts, Activities and Notes Control

October 24th, 2013 DynamicsMSCRM Comments off

If you have upgraded from CRM 2011 and you are having problems adding an Activity Feed wall on an entity then this solution may work for you.

Once you successfully added and configured the control then it should look something like this. You can view Posts, Activities and Feeds from the sale control:

When you have added he control of the form from the form designer you can also determine what tab you would like to set as default:

It is as simple as going to the insert tab in the form designer and selecting notes. Double click on the control and you can set the properties as above. However if the notes is grayed out or inactive then you probably already have the notes component on the form:

Find the notes or delete then and re insert them and you’ll be able to set the appropriate parameters.

Problems if you have upgraded from CRM 2011

If you have upgraded from CRM 2011 and you cannot get the Activity Feed to display on a record wall (a problem I had) then you have most likely not enabled the entity for Activity feeds in “Post Configurations”. Also if like me you removed “Post Configurations” from the sitemap (or if for some reason it is not there) then you are going to have to make site map changes to get your entities to display an activity feed wall. Please note that getting to “Post Configuration” via the advanced find will not work (tried that also). You will have to edit the site map. Fortunately its very simple.

Check that you sill have Post Configurations in the Site Map by going to Settings > Post Configurations

If you do not then you need to edit the site map (download the SDK for full documentation). A full SDK article will be available for this shortly, including a managed solution file. In the meantime here is a snippet from my colleague.

Add Post Configuration to the site map if it is missing

Locate the three Area elements with the Id values ” SFA”, “CS”, and “MA”. Add the following Group element to each (sorry I lost the formatting).

Privilege=”Read” />


Locate the Area element with the Id=”Settings” and add the following Group:

DescriptionResourceId=”Menu_Label_System” >
AvailableOffline=”false” />
Entity=”msdyn_postconfig” />
Entity=”msdyn_postruleconfig” />

Add Post Configuration to the site map if it is missing

Locate the three Area elements with the Id values ” SFA”, “CS”, and “MA”. Add the following Group element to each.

Activate the Post Configuration for the required entity (make sure wall enabled is yes)

Settings > Post Configurations > Select Entity > Activate > Publish the entity

Sourced From: Mark Margolis Blog

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Microsoft Dynamics CRM 2013 Downloads

October 9th, 2013 DynamicsMSCRM Comments off
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MS CRM 2013 Online Demos Available

October 9th, 2013 DynamicsMSCRM No comments
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MS CRM 2013 Client For iPad

October 9th, 2013 DynamicsMSCRM No comments

IPAD Client for CRM 2013 currently available on the App Store

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MS CRM 2013 User Experience Overview

October 3rd, 2013 DynamicsMSCRM Comments off
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Getting started with Microsoft Dynamics CRM 2013

October 3rd, 2013 DynamicsMSCRM Comments off
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MS CRM 2011 System Requirements and Required Components

May 2nd, 2013 DynamicsMSCRM Comments off

At a glance, the software requirements for Microsoft Dynamics CRM 2011 on-premises versions include all the software listed previously plus the following Microsoft Dynamics CRM Server 2011 software requirements:

Use the navigation links on the left to understand the requirements of any CRM 2011 component.

MS CRM 2011 System Requirements and Required Components

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MS CRM 2011 Compatibility List

May 1st, 2013 DynamicsMSCRM Comments off

This article is focused on recent and upcoming compatibility testing along with the most common compatibility asks seen in support. This article does not list every product that is compatible or not compatible with Microsoft Dynamics CRM. The purpose of this article is to supplement the information found in the Microsoft Dynamics CRM Implementation Guide.

The products that have a status of “TBD” means they are being considered for future compatibility and when that is determined and the testing is complete this article will be updated with the status.

Microsoft Dynamics CRM 2011

The following list of products have been tested or are currently being tested with Dynamics CRM 2011. The “Minimum CRM Version” and CRM Build Number” field list the minimum Microsoft Dynamics CRM version that has been tested an has compatibility with the listed product.

Product Minimum CRM Version CRM Build Number Status
.Net Framework 4.0 RTM 5.0.9688.583 Compatible
.Net Framework 4.0 PU3 TBD
.Net Framework 4.5 Update Rollup 8 5.0.9690.2243 Compatible
Active Directory Federation Services 2.0 RTM 5.0.9688.583 Compatible
Active Directory Federation Services 2.1***** Update Rollup 13 5.0.9690.3432 Compatible
Exchange Online (O365) Update Rollup 5 5.0.9688.1533 Compatible
Exchange Online (BPOS) RTM 5.0.9688.583 Compatible
Exchange Server 2000 - - Not Compatible
Exchange Server 2003 SP2 RTM 5.0.9688.583 Compatible
Exchange Server 2003 SP3 RTM 5.0.9688.583 Compatible
Exchange Server 2007 RTM 5.0.9688.583 Compatible
Exchange Server 2010 RTM 5.0.9688.583 Compatible
Exchange Server 2010 SP1 Update Rollup 12 5.0.9690.3236 Compatible
Exchange Server 2010 SP2 Update Rollup 12 5.0.9690.3236 Compatible
Internet Explorer 6 - - Not Compatible
Internet Explorer 7 RTM 5.0.9688.583 Compatible***
Internet Explorer 8 RTM 5.0.9688.583 Compatible
Internet Explorer 9 RTM 5.0.9688.583 Compatible
Internet Explorer 10 (compatibility mode) Update Rollup 10 5.0.9688.2730 Compatible*
Microsoft Application Virtualization (App-V) 4.6 - - Not Compatible
Microsoft Office Communications Server 2007 RTM 5.0.9688.583 Compatible
Microsoft Office Communications Server 2007 R2 RTM 5.0.9688.583 Compatible
Microsoft Report Viewer 2010 RTM 5.0.9688.583 Compatible
Microsoft SharePoint 2010 (all editions) RTM 5.0.9688.583 Compatible
Microsoft SharePoint 2013 Update Rollup 12 5.0.9688. Compatible
Microsoft Office SharePoint Server 2007 RTM 5.0.9688.583 Compatible
Microsoft Visual C++ Redistributable 2008 RTM 5.0.9688.583 Compatible
Microsoft Visual C++ Redistributable 2010 Update Rollup 6 5.0.9690.1992 Compatible
Microsoft Windows Installer (MSI) 4.5 RTM 5.0.9688.583 Compatible
MSXML 4.0 RTM 5.0.9688.583 Compatible
Office 2003 SP3 RTM 5.0.9688.583 Compatible*
Office 2007 SP2 RTM 5.0.9688.583 Compatible
Office 2007 SP3 Update Rollup 5 5.0.9688.1533 Compatible
Office 2010 RTM 5.0.9688.583 Compatible
Office 2010 SP1 RTM 5.0.9688.583 Compatible
Office 2013 MSI Update Rollup 10 5.0.9688.2730 Compatible*
Office 2013 C2R (Standalone) Update Rollup 10 5.0.9688.2730 Compatible*
Office 2013 C2R (side by side w/Office 2010) Update Rollup 10 5.0.9688.2730 Compatible*
Small Business Server 2011 Update Rollup 3 5.0.9688.1244 Compatible
SQL Server 2008 Express Edition SP1 RTM 5.0.9688.583 Compatible
SQL Server 2008 SP1**** RTM 5.0.9688.583 Compatible
SQL Server 2008 SP2**** Update Rollup 8 5.0.9690.2243 Compatible
SQL Server 2008 SP3**** Update Rollup 8 5.0.9690.2243 Compatible
SQL Server 2008 R2**** RTM 5.0.9688.583 Compatible
SQL Server 2008 R2 SP1**** Update Rollup 8 5.0.9690.2243 Compatible
SQL Server 2008 R2 SP2**** Update Rollup 8 5.0.9690.2243 Compatible
SQL Server 2008 R2 SP2 (CTP)**** Update Rollup 8 5.0.9690.2243 Compatible
SQL Server Compact 3.5 SP2 RTM 5.0.9688.583 Compatible
SQL Server Compact 4.0 Update Rollup 4 5.0.9688.1450 Compatible
SQL Server Active/Active Cluster** Update Rollup 1 5.0.9688.1045 Compatible
SQL Server 2012**** Update Rollup 6 5.0.9690.1992 Compatible*
SQL Server 2012 SP1**** Update Rollup 10 5.0.9688.2730 Compatible
Windows 7 (32bit and 64bit) RTM 5.0.9688.583 Compatible
Windows 7 SP1 RTM 5.0.9688.583 Compatible
Windows 8 (requires manual WIF enablement) Update Rollup 10 5.0.9688.2730 Compatible*
Windows RT - - Not Compatible
Windows Server 2008 (64bit) RTM 5.0.9688.583 Compatible
Windows Server 2008 R2 RTM 5.0.9688.583 Compatible
Windows Server 2012***** Update Rollup 13 5.0.9690.3432 Compatible
Windows Vista (32bit and 64bit) RTM 5.0.9688.583 Compatible
Windows XP SP3 RTM 5.0.9688.583 Compatible

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Categories: 2011, Compatability Tags:

MS CRM 2011 Access License Key

May 1st, 2013 DynamicsMSCRM Comments off

A simple query but different enough from the 4.0 query that it is worth posting.

SELECT LicenseKeyV5RTM FROM ConfigSettings

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