Archive

Author Archive

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

  • Share/Bookmark
Categories: Uncategorized Tags:

MS CRM 2013 Customer Center

January 10th, 2014 DynamicsMSCRM Comments off
Categories: Uncategorized Tags:

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.

  • Share/Bookmark
Categories: Exchange 2010, SSL Tags:

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

  • Share/Bookmark
Categories: 2013 Tags:

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

  • Share/Bookmark
Categories: Windows Server 2012 Tags:

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).

ResourceId=”Group_MyWork”
DescriptionResourceId=”My_Work_Description”>
ResourceId=”Whats_New_Label”
DescriptionResourceId=”Whats_New_Description”
Icon=”$webresource:msdyn_/Images/Wall_16.png”
OutlookShortcutIcon=”$webresource:msdyn_/Images/Wall_16.png”
AvailableOffline=”false”
Url=”$webresource:msdyn_/PersonalWall.htm?data=HideUserProfile%3D0″>
Privilege=”Read” />


ResourceId=”Area_Tools”
IsProfile=”true”
DescriptionResourceId=”Area_Tools_Description”>
Icon=”/_imgs/area/18_alerts.png”
Url=”/_root/tracewall.aspx”
ResourceId=”Homepage_Alerts”
AvailableOffline=”false”
DescriptionResourceId=”Alerts_SubArea_Description”>
Privilege=”Read”/>

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

ResourceId=”Menu_Label_System”
DescriptionResourceId=”Menu_Label_System” >
ResourceId=”Social_SubArea_Title”
DescriptionResourceId=”Social_SubArea_Description”
Icon=”/_imgs/area/16_social.png”
Url=”/tools/social/social_area.aspx”
AvailableOffline=”false” />
ResourceId=”Activity_Feed_Configuration”
Entity=”msdyn_postconfig” />
ResourceId=”Activity_Feed_Rules_Configuration”
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

  • Share/Bookmark
Categories: Uncategorized Tags:

Microsoft Dynamics CRM 2013 Downloads

October 9th, 2013 DynamicsMSCRM Comments off
Categories: 2013 Tags:

MS CRM 2013 Online Demos Available

October 9th, 2013 DynamicsMSCRM No comments
Categories: Uncategorized Tags:

MS CRM 2013 Client For iPad

October 9th, 2013 DynamicsMSCRM No comments

IPAD Client for CRM 2013 currently available on the App Store

  • Share/Bookmark
Categories: Uncategorized Tags:

MS CRM 2013 User Experience Overview

October 3rd, 2013 DynamicsMSCRM Comments off
Categories: 2013 Tags:

Getting started with Microsoft Dynamics CRM 2013

October 3rd, 2013 DynamicsMSCRM Comments off
Categories: 2013 Tags:

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

  • Share/Bookmark
Categories: Uncategorized Tags:

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

Sourced From: http://support.microsoft.com/kb/2669061

  • Share/Bookmark
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.

USE MSCRM_CONFIG
SELECT LicenseKeyV5RTM FROM ConfigSettings

Sourced From: Magnetism

  • Share/Bookmark
Categories: Uncategorized Tags:

MS CRM 2011 Polaris demo – May 22nd (Updated Date)

April 23rd, 2013 DynamicsMSCRM Comments off

On May 22nd, 2013 from 1-2pm EST we will be showing a demo of the new Microsoft CRM UI – Polaris. This a 50K foot demo, catered towards Executives and VP. The link to register = Registration URL: https://attendee.gotowebinar.com/register/8494226852557454848
Webinar ID: 124-942-379

We will show:
• The new dashboards including BI
• The new forms – Lead, Account, Contact, Opportunity, Cases
• The new Process Flow (i.e. Sales Process)
• The new Case Flow

  • Share/Bookmark
Categories: Uncategorized Tags:

MS CRM 2011 Integrating SharePoint 2013 and CRM 2011 

April 16th, 2013 DynamicsMSCRM Comments off

This is a simple process to integrate SharePoint 2013 with MS CRM 2011, this will work regardless of these being on premise or online. Below are the instructions, once doing this a few times it should be committed to memory and allow the integration quickly.

Part 1 CRM 2011

Within CRM go to Settings \ Document Management

Click on Document Management under Settings Tab from the left Navigation Page

Click on List Components and then Download the list component file from Microsoft Download Center CRM2011-SharePointList-ENU-amd64.exe and extract them

Three files are extracted, AllowHtcExtn.ps1, crmlistcomponent.wsp and mscrmsharepointeula.txt.
Only the crmlistcomponent.wsp will be used in the integration.

Part 2 SharePoint

Open your team site

or SharePoint 2013

Click on Site Action from the Top Link Bar and from the drop down select Site Settings NOTE: these steps may vary slightly for SharePoint online, the final link is the destination but the navigation can be different.

or SharePoint 2013

Click on Solutions under Galleries

or SharePoint 2013

Click on Solution from the top link bar and then click Upload Solution

Browse to the saved file crmlistcomponent.wsp and upload

Activate the wsp file just uploaded. Note: At times this can fail, keep trying and it should activate.

Part 3 back to CRM 2011

Under the Document Management Click on Document Management Settings. Select the entities you want to integrate with SharePoint You will need to specify the URL for your SharePoint Team Site. The url can be a sub site that you have created into you main team site.

Now click next and then Select the base entity

Click on next and it will give you a popup for creating libraries into Sharepoint Online. Just Click OK

CRM will create the folders and give the status as Succeed
Click on finish

Validate everything is working, open an account and click on Documents from the left Navigation Pane, it will give you a popup regarding creating folders in SharePoint, click OK. You can now attach any document or create any document from CRM 2011 online.

Sourced From: Shivam Dixit Dynamics CRM Blog

  • Share/Bookmark
Categories: Uncategorized Tags:

MS CRM 2011 Database cannot be started in this edition of SQL Server

April 5th, 2013 DynamicsMSCRM Comments off

http://support.microsoft.com/kb/2567984

When trying to restore a Microsoft SQL Server Enterprise database to another server running Microsoft SQL Server Standard you get the following error:

Restore failed for Server ‘SQLServerName’.

Additional information:
An exception occurred while executing a Transact-SQL statement or batch. (Microsoft.SqlServer.ConnectionInfo)
Database ‘Org_MSCRM’ cannot be started in this edition of SQL Server because it contains a partition function ‘AuditPFN’. Only Enterprise edition of SQL Server supports partitioning. Database ‘Org_MSCRM’ cannot be started because some of the database functionality is not available in the current edition of SQL Server. (Microsoft SQL Server, Error: 905)

  • Share/Bookmark
Categories: Uncategorized Tags:

MS CRM 2011 Enable WCF Compression to Improve Network Performance

March 29th, 2013 DynamicsMSCRM Comments off

If you have ever analyzed network traffic you would notice that IIS will automatically compress many types of content including images, jscript, and css pages. Compression is used improve the network performance by decreasing the number of round trips required to transfer data from the server to the client machine.

The CRM 2011 Outlook client uses WCF to retrieve data from the server. By default IIS will not compress WCF responses which have a mimeType of  ‘application/soap+xml;charset=utf-8′.  Since the WCF traffic is not compressed you may notice there is increased network traffic or performance is degraded when comparing CRM 2011 to CRM 4.0.  Typically I have seen a 30-40% reduction in response size once compression is enabled for the WCF responses. However once SSL is enabled on the CRM website the compression can reduce the size by 80-90%.

Below is a chart showing response size before and after compression is enabled within IIS. This is captured from a non-customized CRM 2011 environment with the sample data loaded. This shows improvements when loading the various views in the Outlook client.

No Compression Compression Compression + SSL
Activities View
Bytes Sent: 82,234
Bytes Received: 971,139
Bytes Sent: 82,234
Bytes Received: 722,786
Bytes Sent: 53,249
Bytes Received: 36,658
Accounts View
Bytes Sent: 105,084
Bytes Received: 219,102
Bytes Sent: 105,084
Bytes Received: 149,424
Bytes Sent: 67,586
Bytes Received: 25,837
Contacts View
Bytes Sent: 78,286
Bytes Received: 177,504
Bytes Sent: 78,286
Bytes Received: 122,090
Bytes Sent: 50,283
Bytes Received: 19,791
Leads View
Bytes Sent: 78,286
Bytes Received: 202,589
Bytes Sent: 78,286
Bytes Received: 141,021
Bytes Sent: 50,274
Bytes Received: 19,769

How to Enable WCF compression

You may enable compression either by using a command line or by manually modifying the ApplicationHost.config file on the CRM Server. Below are the steps for each process.

Note: You may notice an increase in CPU utilization with compression enabled so be sure to monitor CPU accordingly.

Enable compression using a command line.

a. Open the Command Prompt on the CRM Server.

b. Run the following command:

%SYSTEMROOT%\system32\inetsrv\appcmd.exe set config -section:system.webServer/httpCompression /+”dynamicTypes.[mimeType='application/soap%u002bxml; charset=utf-8',enabled='true']” /commit:apphost

c. Reset IIS for the setting to take effect.

Enable compression by manually updating the ApplicationHost.Config

a. On the CRM Server Navigate to:C:\Windows\System32\Inetsrv\Config\applicationHost.config and open it with notepad.

b. Search for the Section:“<dynamicTypes>” and in that section you should fine an entry that looks like this:
<add mimeType=”application/x-javascript” enabled=”true” />

c. Below that, add the following line:
<add mimeType=”application/soap+xml; charset=utf-8″ enabled=”true”/>

d. Save the file and reset IIS for the setting to take effect.

Note: For additional information about configuring HTTP compression, on TechNet, see the article Configuring HTTP Compression in IIS 7 at: http://technet.microsoft.com/en-us/library/cc771003(WS.10).aspx

The Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure whitepaper also includes a section on HTTP compression .

Sourced From:  Jeremy Morlock Microsoft Premier Field Engineer

  • Share/Bookmark
Categories: 2011, 2013, IIS, Performance Tags:

Microsoft Productivity Award for Customer Care: Oklahoma City Thunder, Partner: Hitachi Solutions

March 27th, 2013 DynamicsMSCRM Comments off

Microsoft Convergence 2013
Productivity Award: Customer Care Oklahoma City Thunder
Partner: Hitachi Solutions

https://lh3.googleusercontent.com/-wAYd3eRKo1k/UVNTYH8n2gI/AAAAAAAAHz8/F6wmK11qloI/s833/Customer%2520Care.jpg

  • Share/Bookmark
Categories: Uncategorized Tags:

Hitachi Solutions monthly Microsoft Dynamics CRM 2011 Introduction demo

March 27th, 2013 DynamicsMSCRM Comments off

Hitachi Solutions monthly Microsoft Dynamics CRM 2011 Introduction demo is scheduled for April 10th, 2013 from 2-3pm EST. We will be covering the following information:

• Outlook – Converting an email
• Dashboards – Drill down, Exporting to Excel
• Marketing – Lead Qualification
• Sales – Opportunities, Workflows
• Service – Case Management, KB’s, Dialogs

https://attendee.gotowebinar.com/rt/3564587358749376256

  • Share/Bookmark
Categories: Uncategorized Tags:

MS CRM 2011 Fragmented indexes were detected in the Microsoft Dynamics CRM database

March 26th, 2013 DynamicsMSCRM Comments off

During the import of an organization an error message may display “Fragmented indexes were detected in the Microsoft Dynamics CRM database”

Re-index the organisation databases

USE Org_MSCRM
GO
EXEC sp_MSforeachtable @command1=”print ‘?’ DBCC DBREINDEX (‘?’, ‘ ‘, 80)”
GO
EXEC sp_updatestats
GO

  • Share/Bookmark

MS CRM 2011 CRM Diagnostics Online\Onpremise

February 21st, 2013 DynamicsMSCRM Comments off

MS CRM 2011 CRM Diagnostics Online\Onpremise

https://lh4.googleusercontent.com/-THwyVrSdoUU/USZHOXAsbCI/AAAAAAAAHy4/XE2npdCwP94/s800/crm%2520diag.jpg

Online: https://orgname.crm.dynamics.com/tools/diagnostics.diag.aspx

On Premise: http://servername/orgname/tools/diagnostics/diag.aspx

  • Share/Bookmark
Categories: Uncategorized Tags:

MS CRM 2011 Unsupported Security Settings – Microsoft Dynamics CRM Online requires that ActiveX Controls be enabled

January 24th, 2013 DynamicsMSCRM Comments off

Error message presented when accessing MS CRM 2011 Online with IE9.

“Unsupported Security Settings – Microsoft Dynamics CRM Online requires that ActiveX Controls be enabled. Your current security settings prevent this”

The resolution: The standard online URL format (https://organization.crm.dynamics.com/) was adequate for IE8. For IE9 however, you needed to include a path to the loader page. (https://organization.crm.dynamics.com/loader.aspx)

Sources From: Microsoft CRM Deployment Forum

  • Share/Bookmark
Categories: 2011, Online Tags:

MS CRM 2011 Object Types

October 9th, 2012 DynamicsMSCRM Comments off

SELECT * from EntityView
ORDER BY ObjectTypeCode

NOTE: These are base system Object Types, due to custom entities this query can be run to account for missing ObjectTypeCodes from custom entities.

1 Account
2 Contact
3 Opportunity
4 Lead
5 Annotation
6 BusinessUnitMap
7 Owner
8 SystemUser
9 Team
10 BusinessUnit
11 PrincipalObjectAccess
12 RolePrivileges
13 SystemUserLicenses
14 SystemUserPrincipals
15 SystemUserRoles
16 AccountLeads
17 ContactInvoices
18 ContactQuotes
19 ContactOrders
20 ServiceContractContacts
21 ProductSalesLiterature
22 ContactLeads
23 TeamMembership
24 LeadCompetitors
25 OpportunityCompetitors
26 CompetitorSalesLiterature
27 LeadProduct
28 RoleTemplatePrivileges
29 Subscription
30 FilterTemplate
31 PrivilegeObjectTypeCodes
32 SalesProcessInstance
33 SubscriptionSyncInfo
35 SubscriptionTrackingDeletedObject
36 ClientUpdate
37 SubscriptionManuallyTrackedObject
40 TeamRoles
41 PrincipalEntityMap
42 SystemUserBusinessUnitEntityMap
43 PrincipalAttributeAccessMap
44 PrincipalObjectAttributeAccess
112 Incident
123 Competitor
126 DocumentIndex
127 KbArticle
129 Subject
132 BusinessUnitNewsArticle
135 ActivityParty
150 UserSettings
1001 ActivityAttachment
1002 Attachment
1003 InternalAddress
1004 CompetitorAddress
1006 CompetitorProduct
1010 Contract
1011 ContractDetail
1013 Discount
1016 KbArticleTemplate
1017 LeadAddress
1019 Organization
1021 OrganizationUI
1022 PriceLevel
1023 Privilege
1024 Product
1025 ProductAssociation
1026 ProductPriceLevel
1028 ProductSubstitute
1030 SystemForm
1031 UserForm
1036 Role
1037 RoleTemplate
1038 SalesLiterature
1039 SavedQuery
1043 StringMap
1055 UoM
1056 UoMSchedule
1070 SalesLiteratureItem
1071 CustomerAddress
1072 SubscriptionClients
1075 StatusMap
1080 DiscountType
1082 KbArticleComment
1083 OpportunityProduct
1084 Quote
1085 QuoteDetail
1086 UserFiscalCalendar
1088 SalesOrder
1089 SalesOrderDetail
1090 Invoice
1091 InvoiceDetail
1111 SavedQueryVisualization
1112 UserQueryVisualization
1113 RibbonTabToCommandMap
1115 RibbonContextGroup
1116 RibbonCommand
1117 RibbonRule
1120 RibbonCustomization
1130 RibbonDiff
1140 ReplicationBacklog
1200 FieldSecurityProfile
1201 FieldPermission
1202 SystemUserProfiles
1203 TeamProfiles
2000 UserFiscalCalendar
2001 UserFiscalCalendar
2002 UserFiscalCalendar
2003 UserFiscalCalendar
2004 UserFiscalCalendar
2010 Template
2011 ContractTemplate
2012 UnresolvedAddress
2013 Territory
2020 Queue
2027 License
2029 QueueItem
2500 UserEntityUISettings
2501 UserEntityInstanceData
3000 IntegrationStatus
3231 ConnectionRole
3232 ConnectionRoleAssociation
3233 ConnectionRoleObjectTypeCode
3234 Connection
4000 Equipment
4001 Service
4002 Resource
4003 Calendar
4004 CalendarRule
4005 ResourceGroup
4006 ResourceSpec
4007 ConstraintBasedGroup
4009 Site
4010 ResourceGroupExpansion
4011 InterProcessLock
4023 EmailHash
4101 DisplayStringMap
4102 DisplayString
4110 Notification
4200 ActivityPointer
4201 Appointment
4202 Email
4204 Fax
4206 IncidentResolution
4207 Letter
4208 OpportunityClose
4209 OrderClose
4210 PhoneCall
4211 QuoteClose
4212 Task
4214 ServiceAppointment
4215 Commitment
4230 UserQuery
4250 RecurrenceRule
4251 RecurringAppointmentMaster
4299 EmailSearch
4300 List
4301 ListMember
4400 Campaign
4401 CampaignResponse
4402 CampaignActivity
4403 CampaignItem
4404 CampaignActivityItem
4405 BulkOperationLog
4406 BulkOperation
4410 Import
4411 ImportMap
4412 ImportFile
4413 ImportData
4414 DuplicateRule
4415 DuplicateRecord
4416 DuplicateRuleCondition
4417 ColumnMapping
4418 PickListMapping
4419 LookUpMapping
4420 OwnerMapping
4423 ImportLog
4424 BulkDeleteOperation
4425 BulkDeleteFailure
4426 TransformationMapping
4427 TransformationParameterMapping
4428 ImportEntityMapping
4500 RelationshipRole
4501 RelationshipRoleMap
4502 CustomerRelationship
4503 CustomerOpportunityRole
4567 Audit
4600 EntityMap
4601 AttributeMap
4602 PluginType
4603 PluginTypeStatistic
4605 PluginAssembly
4606 SdkMessage
4607 SdkMessageFilter
4608 SdkMessageProcessingStep
4609 SdkMessageRequest
4610 SdkMessageResponse
4611 SdkMessageResponseField
4613 SdkMessagePair
4614 SdkMessageRequestField
4615 SdkMessageProcessingStepImage
4616 SdkMessageProcessingStepSecureConfig
4618 ServiceEndpoint
4700 AsyncOperation
4702 WorkflowWaitSubscription
4703 Workflow
4704 WorkflowDependency
4705 IsvConfig
4706 WorkflowLog
4707 ApplicationFile
4708 OrganizationStatistic
4709 SiteMap
4710 ProcessSession
4800 WebWizard
4802 WizardPage
4803 WizardAccessPrivilege
4810 TimeZoneDefinition
4811 TimeZoneRule
4812 TimeZoneLocalizedName
7100 Solution
7101 Publisher
7102 PublisherAddress
7103 SolutionComponent
7105 Dependency
7106 DependencyNode
7107 InvalidDependency
8000 Post
8001 PostRole
8002 PostRegarding
8003 PostFollow
8005 PostComment
8006 PostLike
9100 Report
9101 ReportEntity
9102 ReportCategory
9103 ReportVisibility
9104 ReportLink
9105 TransactionCurrency
9106 MailMergeTemplate
9107 ImportJob
9333 WebResource
9502 SharePointSite
9508 SharePointDocumentLocation
9600 Goal
9602 GoalRollupQuery
9603 Metric
9604 RollupField
10021 msdyn_PostAlbum
10022 msdyn_PostConfig
10023 msdyn_PostRuleConfig

Listed are the system Object Types, the query will also display Object Types for custom entities.

Sourced From: Pablo Peralta’s Blog

  • Share/Bookmark
Categories: Uncategorized Tags:

MS CRM 2011 Principal Object Access Table (POA)

October 8th, 2012 DynamicsMSCRM Comments off

Posting publicly but still under edit, links provided are orginal sources.

You may or may not know the POA (principal object access) table is a table for sharing of records. Basically if you try to access a record that you do not own the system will check the POA and if the permission is there then you can access the record.

http://blogs.msdn.com/b/crminthefield/archive/2010/08/16/excessive-principalobjectaccess-poa-table-growth-in-crm-4-0.aspx
(START BLOG)
I often times work with customers that enter a large number of records inside their Microsoft CRM system. When reviewing their CRM table counts, they sometimes find that they have a larger than expected number of records in the PrincipalObjectAccess table (POA). The POA table is used to provide access to specific records for CRM users, and each record in the POA table represents one CRM object that is related to one CRM user. Records created in the POA table come from one of four ways:

• Share reassigned records with original owner: CRM System Settings

o If this is set to Yes, then records would be added to the POA table whenever an assign takes place. These records will have a value in the AccessRightsMask colum of the POA table.

• Direct sharing: Actions – Sharing

o When users explicitly share a record to another user, a record would be created in the POA table. These records will have a value in the AccessRightsMask colum of the POA table.

• Reparent Setting: Relationship Behavior

o Each entity has relationships with other entities (ex. Account to Case). By default, the Reparent option is set to Cascade All. With this setting, sub records would be shared to the owner of the parent record. For example: Let’s say that User1 owns Account1. User2 has access to Account1 and creates a case underneath Account1. With the out of the box Reparent options, a record would be created in the POA table that would give User1 access to the newly created case. These records will have a value in the InheritedAccessRightsMask colum of the POA table.

• Indirect Sharing

o When sharing occurs through a direct share, assignment, or parenting, if the relationship is set up to cascade the share to child records, additional records will be created in the POA table in order to give proper permissions to the new user for the relevant child records. These records will have a value in the InheritedAccessRightsMask colum of the POA table.
The Reparent setting is what seems to come as a surprise to some customers. Many customers will keep the Reparent setting set to Cascade All. This is a perfectly acceptable setting, but if the majority of your users already have access to the records that are being shared to them through their security role, the records in the POA table may not be providing much of a benefit.
It is possible to change the Reparent setting to Cascade None. In this scenario, records would not be auto-created in the POA table for the owner of the parent record. Building off of the example mentioned above: User1 owns Account1. User2 has access to Account1 and creates a case underneath Account1. With the relationship set to Cascade None, a record would not be created in the POA table for User1.
(END BLOG)

So, how do we determine the amount of sharing within the Pulse system. I have found an XML report for 2011 that will outline the sharing that is happening with the system.

http://sharingsummary2011.codeplex.com/

Also, I believe it would be good to run this script in order to see what types of Sharing is happening within the POA table, this may make the report not necessary but I feel that everything should be on the table.

select ObjectTypeCode, COUNT(ObjectTypeCode) as total
from PrincipalObjectAccess
group by ObjectTypeCode
order by total desc

SAMPLE RESULTS
ObjectTypeCode EntityName total
5 Annotation 3.166.458
4200 ActivityPointer 838.042
112 Incident 415.500
1 Account 38.087
4230 UserQuery 135
9100 Report 104
150 UserSettings 88
8 SystemUser 88
9106 MailMergeTemplate 20
2010 Template 3
4.458.525

More information on the POA table and understanding it, I have not fully explored this yet.

http://community.dynamics.com/product/crm/crmtechnical/b/crmcustomereffective/archive/2012/06/01/unmasking-crm-s-principalobjectaccess-table-with-a-free-secret-decoder-ring.aspx

So how do we manage the POA, here are some recommendations.

http://blogs.msdn.com/b/crminthefield/archive/2011/06/09/principalobjectaccess-performance-recommendations.aspx

(START BLOG)
One of the topics of discussion that can come up during the planning phase for a customers CRM implementation is Business Unit structure and sharing, which leads to the PrincipalObjectAccess (POA) table. As the POA table grows in size due to the sharing of records, which can be frequent in environments with a complex Business Unit structure, CRM performance can suffer. Below are some general recommendations that we provide to customers that are anticipating their deployment will have a complex Business Unit structure and/or frequent sharing of records.

• Share only what is needed

o By limiting the amount of sharing that takes place, we will reduce the total number of records in the POA table

o For more on sharing and the POA table see Jon’s post

http://blogs.msdn.com/b/crminthefield/archive/2010/08/16/excessive-principalobjectaccess-poa-table-growth-in-crm-4-0.aspx

• Minimize the number of Business Units where possible

o Help reduce the need for sharing records

• Ensure users are placed in the appropriate Business Unit

o Can a user be moved further up the Business Unit hierarchy to give them the necessary access to records in another Business Unit

• Modify Security to allow users to see information outside of their Business Unit

o This will also reduce the need for sharing

• Once a record does not need to be shared any longer, stop sharing it

• Enable the EnableRetrieveMultipleOptimization registry key

o http://support.microsoft.com/kb/2535245

o Enabling this will cause the queries to make use of temp tables

 Evaluate splitting TempDB out to its own physically separate RAID array

• Ensure frequent queries that involve the POA table have appropriate indexes in place

Not all of these will be applicable to all deployments but the goal of most of these is to provide customers items to consider while they are planning out their Business Unit structure.
(END BLOG)

  • Share/Bookmark
Categories: Uncategorized Tags: