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ClickDimensions and CRM’s aggregate query limit

April 13th, 2016 DynamicsMSCRM No comments

CRM won’t allow you to send to a dynamic marketing list over 50,000 records. If you are CRM on prem, you can change this default number (called aggregate query limit). If you are CRM online you will need to break the sends down to lists of 50K or less.

To increase the limit, you’ll need to modify:
Database: MSCRM_CONFIG
Table: Deployment Properties
Column: AggregateQueryRecordLimit

To query the current value:

USE MSCRM_CONFIG
GO

SELECT ColumnName
, IntColumn
FROM DeploymentProperties
WHERE ColumnName = “AggregateQueryRecordLimit”

To modify the value:

UPDATE DeploymentProperties
SET IntColumn = 250000 (suggested setting)
WHERE ColumnName = “AggregateQueryRecordLimit”

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New-AzureSBNamespace : ForbiddenError: The server failed to authenticate the request

April 13th, 2016 DynamicsMSCRM No comments

If you receive the following error below then your Azure user does not have Administrator permissions. Azure has been changing permissions, formally every users basically had admin rights however that is not the case any longer. If you are unable to add a Namespace then most likely your Azure user does not have permissions. The user will now need Administrator privileges to add a Namespace. If you have a specific Azure user that you are using for the Namespace and Queues then you will need to login to Azure with an Administrator, browse to the Service Bus area, go to Settings and then add the specific user to the Admins. Once complete you will be able to add the Namespace

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add-azureaccount : The given key was not present in the dictionary

April 13th, 2016 DynamicsMSCRM No comments

To resolve this error the Azure Powershell instance must be October, if they have the December version it will fail. You can see the version by going to Programs and Features. They will need to uninstall the December version and install the October version, an installation overwrite will not work.

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ClickDimensions Security Roles

February 24th, 2016 DynamicsMSCRM Comments off

During installation of the ClickDimensions solution, four security roles are created in CRM. These roles are specific to ClickDimensions and have very different purposes. The following list describes each ClickDimensions security role and its intended purpose.

ClickDimensions Core
This role should be assigned to all users (even if not using ClickDimensions). It contains the minimum set of privileges that are required by the ClickDimensions plugins and will prevent failures in creating leads/contacts and opportunities

ClickDimensions User
This security role should be assigned to users (none administrators) who view data generated by ClickDimensions. Most of the privileges are set to the Read level so the users can view the tracking data. This role also allows the user the ability to send emails.

ClickDimensions Service
This role should be assigned to the ClickDimensions service user in case the System Administrator role cannot be assigned. For more information on the required privileges for this particular user please go to the Security Requirements.

ClickDimensions Lock Email Blocks
This role should be assigned to users who need to be able to lock and unlock blocks in the Drag and Drop email editor. When a block is locked anyone without this role will not be able to edit the content of the block. More here.

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MS CRM Online 2015 Update 1 (7.1.0) Product Documentation is Available

May 4th, 2015 DynamicsMSCRM No comments
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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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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 127.0.0.1. 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 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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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

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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 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 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

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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

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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

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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)

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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

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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

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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

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