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Dynamics CE Custom Controls

April 19th, 2019 DynamicsMSCRM No comments

Timer Control

Description Use a timer control with forms where records need to meet a specific time-based milestone. A timer control shows people how much time is available to complete an action in the resolution of an active record or how much time has passed since the time to complete the action has passed.

Timer control Data Source properties use fields for the entity.

Failure Time Field Type uses a date-time field to set the time.

  • The three condition fields use one of the Option SetTwo OptionsStatus, or Status Reason fields for the entity.

Calendar control

Description Use this control to configure forms so they show up as a calendar view in Dynamics 365 for phones and tablets. You can also use this control to replace dashboards, lists, or entity grids for phones and tablets.

Property Description
Start Date Define the start date and time of the item to visualize in the calendar view. The available values are any of the columns in this view of type date.
End Date Define the end date and time of the item to visualize in the calendar view. The available values are any of the columns in this view of type date.
Duration The duration in minutes. If you specify a value for End Date, Duration is ignored.
Description This is the caption you want to see for calendar items.

The minimum duration shown in the calendar is 30 minutes. Items with a duration less than 30 minutes will still appear as 30 minutes long.

The calendar control supports all date behaviors (User Local, Date Only, and Time-Zone Independent).

Timeline control

Provide a timeline of recent, relevant news articles and Twitter tweets for an account.

Property Description
CC_Timeline_Title Property to map for the title of each timeline item.
CC_Timeline_Title_Desc Description for Title.
CC_Timeline_Label1 Field to be displayed below the title of timeline item.
CC_Timeline_Label1_Desc Description for Label 1.
CC_Timeline_Label2 Field to be displayed after Label 1.
CC_Timeline_Label2_Desc Description for Label 2.
CC_Timeline_Label3 Field to be displayed after Label 2.
CC_Timeline_Label3_Desc Description for Label 3.
CC_Timeline_Label4 Field to be displayed after Label 3.
CC_Timeline_Label4_Desc Description for Label 4.
CC_Timeline_Label5 Field to be displayed after Label 4.
CC_Timeline_Label5_Desc Description for Label 5.
CC_Timeline_Timestamp Field to use for sorting timeline in reverse chronological order.
CC_Timeline_Timestamp_Desc Description for Timestamp.
CC_Timeline_Group Field to map for grouping timeline.
CC_Timeline_Group_Desc Description for Group field.
CC_Timeline_GroupOrder Order of the group the item belongs to relative to other groups (assign values 1, 2, 3, and so on for groups to be displayed). The group will be displayed in ascending value of group values assigned.
CC_Timeline_GroupOrder_Desc Description for Group Order field.
CC_Timeline_URL URL field to map for displaying the URL of each timeline item.
CC_Timeline_URL_Desc Description for URL field.
CC_Timeline_ThumbnailURL Field to map for thumbnail of image/icon to display for each item.
CC_Timeline_ThumnailURL_Desc Description for the ThumbnailURL field.
CC_Timeline_Filter Field to map for timeline filter.
CC_Timeline_Filter_Desc Description for Filter.
CC_Timeline_Footer Web resource to display as the footer of the timeline.
CC_Timeline_Footer_Desc Description for Footer field.

Linear slider

Description The linear slider control lets your users input numerical values by dragging a slider and provides an option for typing in the quantity. The slider provides whole number input and display only.

Field Type Use this control for any numerical or money field.

Property Description
Max Set the maximum value to display on the slider.
Min Set the minimum value to display on the slider.
Value The value to display on the slider.
Step Set the amount to add or subtract from the current value when entering data with this control.

Option sets

Description The option set control presents a set of choices for your users to choose from when entering data.

Field Type Use this control for option sets with two or three choices only.

Property Description
Field Shows the field that the control is mapped to.

Flip switch

Description The flip switch is like an on/off switch, providing a choice between two values.

Field Type Two Options

Property Description
Field Shows the field that the control is mapped to.

Star rating

Description Use the star rating to provide a visual representation of a rating. The maximum number of stars you can set is five.

Field Type You can use this control for whole numbers only; it can’t accept decimal values.

Note Be sure to select the Hide on web option for this control.

Property Description
Max Select the maximum number of stars for the control from the dropdown list.

Radial knob

Description The radial knob provides a way for users to enter data by sliding the knob, and shows up on the screen as a circle. The radial knob control provides whole number input and display only. You can use touch to change the value, or you can use the keypad to focus on the number and edit it.

Field Type Use this control for any numerical or money fields.

Note This control isn’t supported on Android 4.2 and 4.3 devices. It impacts the scrolling experience on those versions.

Property Description
Max Set the maximum value to display on the gauge.
Min Set the minimum value to display on the gauge.
Value Get or set the value to display on the gauge.
Step Set the amount to add or subtract from the current value when entering data with this control.

Website preview

Description Use the website preview control to map a URL field and show a preview of the website.

Field Type URL

Important By enabling this control, you consent to allow your users to share certain identifiable device information with an external system.

Property Description
Field Shows the field the control is mapped to.

Bullet graph

Description The bullet graph control displays a single key measure with a comparative measure and qualitative ranges to instantly signal whether the measure is good, bad, or in another state. Use this control in dashboards for any numerical or money field. For example, you can map the value to actual revenue and the target to estimated revenue to visualize actual versus estimated revenue.

Field Type Us this control with any numerical or money field

Property Description
Max Set the maximum value to display on the graph.
Min Set the minimum value to display on the graph.
Good Set a value that’s considered good for the measure (optional).
Bad Set a value that’s considered bad for the measure (optional).
Value Shows the field that the control is mapped to.
Target Map this to the field you want to compare the value with. For example, if Value is mapped to Actual Revenue, you can map Target to Estimated Revenue, or you can provide a static value.

Pen Control

Description Use the pen control to capture written input such as signatures.

Field Type Text, multiline

Note The minimum recommended Maximum Length specified for the field this control maps to is 15000. Be sure to select the Hide on web option for this control.

Property Description
PenMode Specify PenMode!DrawPenMode!Erase, or PenMode!Select to determine what happens when a user drags a pointing device in a pen control.

Auto-complete

Description The auto-complete control filters an item list as you type and lets you select a value from the drop-down list. For example, you can use this control to let users choose from a dropdown list of states or countries/regions.

Field Type This control maps to a Single Line of Text type field.

Property Description
Field Shows the field the control is mapped to.
Source Set the source for the data (Grouped Options, Option Set, or View).
Option Set Select the option set for this field.
View Select the entity and view for this field.
Field Select the field of the view’s primary entity to use as the data source.

Multimedia

Description You can embed videos to provide a richer customer experience for sales and field people on the go. Use this control to map to a URL field that contains the audio or video link to play in the control.

Field Type URL

Note This control is supported on Android versions 4.4 and later. YouTube videos aren’t currently supported on Windows 8 and Windows 8.1 tablets and phones. On Windows 10, only HTTPS videos (including YouTube) are supported.

Supported media types include:

  • Streaming MP4 files
  • YouTube videos
  • Azure media
  • Audio streams
Property Description
Media Enter the URL of the media to play in this control.

Number input

Description Use the number input control to help users enter data quickly. Users only have to tap the plus and minus buttons to change a numeric value in increments you set. Users can also type a number directly into the field. This field is only supported in edit mode.

Field Type Use this control for any numerical or money field.

Property Description
Step Set the amount to add or subtract from the current value when entering data with this control.
Field Shows the field the control is mapped to.

Input Mask

Description With the input mask control, you set the formatting for a field like phone number or credit card to prevent entering invalid data. For example, if you want users to enter a United States phone number in the format +1-222-555-1011, use the input mask +1-000-000-0000.

Field Type Formatted fields.

Property Description
Mask Enter the mask to use for validating data as users enter it. You can use a combination of the following characters for the mask:

0 – Digit

9 – Digit or space

# – Digit, sign, or space

L – Letter

I – Letter or space

A – Alphanumeric

A – Alphanumeric or space

< – Converts characters that follow to lower case

> – Converts characters that follow to upper case

| – Disables case conversion

\ – Escapes any character, turning it into a literal

All others – Literals

Field Shows the field the control is mapped to.

Linear Gauge

Description The linear gauge lets your users input numerical values by dragging a slider instead of typing in the exact quantity. The slider provides whole number input and display only.

Field Types Use this control for any numerical and money fields.

Property Description
Max Set the maximum value to display on the gauge.
Min Set the minimum value to display on the gauge.
Value Get or set the value to display on the gauge.
Step Set the amount to add or subtract from the current value when entering data with this control.

Arc knob

Description The arc knob provides a way for users to enter data by sliding the knob, and shows up on the screen as an arc. The arc knob control provides whole number input and display only. You can use touch to change the value, you can also focus on the number and edit it using the keypad.

Field Types Use this control for any numerical and money fields.

Note This control isn’t supported on Android 4.2 and 4.3 devices. It impacts the scrolling experience on those versions.

Property Description
Max Set the maximum value to display on the gauge.
Min Set the minimum value to display on the gauge.
Value Get or set the value to display on the gauge.
Step Set the amount to add or subtract from the current value when entering data with this control.

Canvas App

Custom Control Ref Chart

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Using Access ID and Contract ID to create on-premises professional support incidents

April 19th, 2019 DynamicsMSCRM No comments

Online submission portals

Product Portal Requirements Access ID and Contract ID More information
Any on-premises product https://aka.ms/OAS MSA/AAD account Required See step-by-step guidance below.
Microsoft Office 365, Microsoft Dynamics CRM Online https://portal.office.com Office portal sign-in Not required MPN Partners see 4020188 Technical Support for Microsoft Partners
Microsoft Azure https://portal.azure.com Azure subscription sign-in Required MPN Partners see 4020188 Technical Support for Microsoft Partners
For Partners only

Any product + Partner specific support options

http://aka.ms/ContactSupport Microsoft Partner associated AAD sign-in required for MPN Program and Technical Presales and Deployment Services online submission.

Any user can use Chat for MPN Program requests

Required for On-premises and Azure Partners only
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Dynamics 365 for Outlook is unable to render webpages

June 20th, 2018 DynamicsMSCRM No comments

When attempting to render webpages via the Outlook folder pane using the Microsoft Dynamics 365 for Microsoft Outlook add-in (Outlook client), the view pane remains blank and “Waiting for a page to be retrieved from a CRM server…” displays. The pane never loads the corresponding webpage.

Cause


The Dynamics 365 for Outlook add-in relies on customized roaming home pages in order to render webpages within Outlook. The October 2017 Microsoft Outlook security update disables roaming home pages in Outlook to address a significant vulnerability with the application, and as such, inadvertently causes the add-in to fail.

More information on why this issue is occuring can be found at the following article from Outlook:

Outlook Home Page feature is missing in folder properties

Versioning Information


All versions of the Microsoft Dynamics 365 for Microsoft Outlook add-in family are affected by this issue. This includes Microsoft Dynamics CRM 2016 for Microsoft Office Outlook, Microsoft Dynamics CRM 2015 for Microsoft Office Outlook, and Microsoft Dynamics CRM 2013 for Microsoft Office Outlook.

This also affects all versions of the Dynamics 365/ CRM organization that the add-in is connecting to.

The Outlook Security update versioning information is found below:

Security Update for Microsoft Outlook 2010 (KB4011089) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011089) 64-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 64-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 32-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 64-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 32-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 64-Bit Edition

Any future cumulative Outlook updates will contain these Security Updates and will cause this issue to occur, such as the following updates:

Update for Microsoft Outlook 2013 (KB4011252) 32-Bit Edition
Update for Microsoft Outlook 2013 (KB4011252) 64-Bit Edition
Update for Microsoft Outlook 2016 (KB4011240) 32-Bit Edition
Update for Microsoft Outlook 2016 (KB4011240) 64-Bit Edition

Resolution


Due to this security update resolving multiple significant vulnerabilities within the Microsoft Outlook application, it must remain installed. In order to re-enable roaming home pages as a workaround while a permanent resolution is developed, a registry key must be added to the local client machines running the Microsoft Dynamics 365 for Outlook application. This key must be installed either through direct registry edit or via Group Policy in your organization.

Important

The DWORD value for this key is being set to 2 in order for it to be defined in a future security update.

The following registry key is dependent on the version of Microsoft Outlook installed:

Microsoft Outlook 2016:

[HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Microsoft Outlook 2013:

[HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Microsoft Outlook 2010:

[HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Once this registry key is added to the local client, Microsoft Outlook must be restarted and the add-in will be able to render webpages without issue.

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You do not have the ‘ISV Extensions’ privilege assigned to your security role.

March 23rd, 2018 DynamicsMSCRM No comments

Here are the steps to correct this issue.

1 Open the Main Custom form. Go to Settings > Customization > Customize the System > Entities > Account > Form > Select the Entity Main form.

The following screen appears:

2 Add the Insights 4.0 connector
  • Select the Section and click the Insert tab.
  • On the Insert tab, click the Web Resource icon.

3 Add the Web Resource properties On the Web Resources page, enter the following properties:

  • Search and select the iv_/webpages/summary_mashup.htm web resource.
  • Enter the Field Name and Label Properties field values as WebResource_Insights and Insights.
  • Enter the Web Resource Custom Parameter(data) property values as “solutionVersion=4.1&crm_version=v123” (THIS IS AN OLD VERSION, IF YOU HAVE FILLED THIS FIELD, KEEP IT, DO NOT EDIT IT).
  • Select the Pass record object-type code and unique identifier as parameters and Enable for Tablet check boxes.

4 Add the Formatting tab properties Select the Formatting tab and change the following values:

  • Select the One-Column check box.
  • Enter the value Number of Rows as 20.
  • Select the Automatically expand to use available space check box.
  • Deselect the Display Border check box.
  • Click OK.

5 Create the Insights Navigation Link page Double-click on the Common tile to make it editable. On the Custom Form page, select Insights in the left pane and click the Navigation Link icon as illustrated below:

Note: If the Insights link does not exist under the Common tile, create a new Navigation Link.

6 Add Navigation Link properties On the Navigation Link dialog box, enter the following information:

  • Name as Insights.
  • Icon as iv_/images/insights_32px.png
  • Search and select the Web Resource URL as iv_/webpages/detail_mashup.htm.
  • Click OK.

7 Go to the Form Properties page Select the Insights tab and click the Form Properties icon to bring up the Form Properties page.

8 Modify the custom form properties On the Form Properties page, select the Parameters tab and enter the following information:

  • Click the + Add icon.
  • Enter the Name as iv_onLoadAction.
  • Enter the Type as SafeString.
  • Click OK.

9 Save and Publish Click Save, then click Publish.

Note: Repeat steps 1-9 for Account, Contact, Opportunity, and Lead Microsoft Dynamic CRM entities.

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Test Your Browser’s SSL Implementation

February 7th, 2018 DynamicsMSCRM No comments
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Changes coming Dynamics 365 Customer Engagement (CRM V9)

February 7th, 2018 DynamicsMSCRM No comments

This apply’s to Dynamics 365 Customer Engagement as of version 9

More Information

Service scheduling in Dynamics 365 for Customer Service is deprecated
The Unified Resource Scheduling solution is included with Dynamics 365 for Field Service. With this solution, you can automatically set up the system to schedule multiple booking requirements on a recurring basis. This minimizes overall travel time and maximizes efficient use of all resources. It takes many constraints into account, such as resource availability, skills required, working hours, duration, and time windows to optimize the schedule.

The existing service scheduling functionality using the Service activity is deprecated and will be removed in a future major release. Service scheduling features will be included in the Unified Resource Scheduling solution. This solution integrates seamlessly with Dynamics 365, and will work with Dynamics 365 for Customer Service. The Unified Resource Scheduling solution will provide feature parity with the existing service scheduling feature.

Existing service scheduling users will be provided advance notice for a timebound migration to the new service-scheduling capabilities.

More information: Help & Training: Use Resource Scheduling Optimization to schedule multiple booking requirements on a recurring basis

Dialogs are deprecated
You can use a Dialog process to create an interactive step-by-step data entry form that requires user input to start and run to completion. When you start the dialog process, a wizard-like interface is presented; users make selections or enter data as they progress through each page of the wizard.

Dialogs are deprecated and are replaced by mobile task flows (available as of the December 2016 update), and business process flows. Both task flows and business process flows will continue to evolve to make the transition easier.

Usage of Parature knowledgebase as the Dynamics 365 knowledge management solution is deprecated
Usage of Parature from Microsoft knowledgebase as the Dynamics 365 knowledge management solution is deprecated. This feature is replaced by Knowledge Management features in Dynamics 365.

The Knowledge Solution setting in the Knowledge Base Management Settings dialog box, which provides a connection between Dynamics 365 and Parature from Microsoft, will be removed in a future major release of Dynamics 365.

Project Service Finder app is deprecated
The Project Service Finder App, available for use with Dynamics 365 for Project Service Automation, is deprecated. The legacy application will be supported for associated legacy Project Service Automation releases in accordance with Microsoft’s Modern Lifecycle Policy. The functionality available through this app will be available in a future release of Dynamics 365 in the Dynamics 365 for Project Service Automation application.

Contracts, Contract Line Items, and Contract Templates entities are deprecated
The Contracts, Contract Line Items, and Contract Templates entities are deprecated and will be removed in a future major release of Dynamics 365. This functionality has been replaced by entitlements in Dynamics 365 for Customer Service.

Standard SLAs in Dynamics 365 for Customer Service are deprecated
Standard service level agreements (SLA Type field is set to Standard) are deprecated and will be removed in a future major release of Dynamics 365. Standard SLAs are replaced by enhanced SLAs. More information: TechNet: Enhanced service level agreements

Relationship Roles are deprecated
Relationship Roles (Settings>Business Management>Relationship Roles) are deprecated and will be removed in a future major release of Dynamics 365. This feature is replaced by Connection Roles. More information: Help and Training: Create connections to view relationships between records.

Mail Merge is deprecated
In Dynamics CRM 2016 (version 8.0), we introduced server-side document generation using Word and Excel templates. You can use these templates to provide standardized documents or customized data analysis for your organization.

Mail merge from previous versions is deprecated. This includes the mail-merge Word add-in as well as mail-merge templates (Settings>Templates>Mail Merge Templates).

More information: Help & Training: Create Word and Excel templates from Dynamics 365 data

Announcements are deprecated
Announcements (Settings>Administration>Announcements) are deprecated and will be removed in a future major release of Dynamics 365.

Ready-to-use business processes available through Add Ready to Use Business Processes setting are deprecated
Ready-to-use business processes available through the Add Ready-to-Use Business Processes setting (Settings>Data Management>Add Ready-to-Use Business Processes) are deprecated and will be removed in a future major release of Dynamics 365. You can find ready-to-use business processes on Microsoft AppSource.

Some client APIs are deprecated
The following client APIs are deprecated in the current release to reorganize the Xrm client API object model to better align with the need of using the same client scripts without having to change them based on the context or the client (web client or the new Unified Interface) where they run. You should plan to use the new client APIs mentioned in the Replacement Client API column instead of the deprecated ones. The deprecated client APIs will continue to be available and supported until they are officially removed from a future major release of Dynamics 365.

For information about the new client APIs, see Client scripting in Customer Engagement using JavaScript

EntityMetadata.IsInteractionCentricEnabled property is deprecated
All entities supported in the Unified Interface are now enabled for the interactive experience in the new Customer Service Hub app. This implies that the EntityMetadata.IsInteractionCentricEnabled property, which indicates whether an entity can be enabled for interactive experience, is no longer relevant. The corresponding setting for this property in the Customization tool, Enable for interactive experience, is removed in the current release, and the EntityMetadata.IsInteractionCentricEnabled property will be removed from the future version of Dynamics 365 SDK for Customer Engagement.

Silverlight (XAP) web resource is deprecated
The Silverlight (XAP) web resource is deprecated on the web client, and is not supported on the new Unified Interface introduced in the Dynamics 365 (online), version 9.0. Instead of Silverlight web resources, you must use custom controls created using the HTML web resources with HTML5 to create UI components to visualize and interact with data.

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Dynamics 365 Data Export Service

January 16th, 2018 DynamicsMSCRM No comments

If you’ve moved to Dynamics CRM/365 Online then the likelihood is that you’ve come up against the limitation of not being able to query the SQL database directly to perform more complex reporting or for custom integrations. Many on premises deployments rely on querying the backend databases and in the past this has been a blocker to moving to the cloud – or at least it has meant a complex and costly integration to copy the data from Dynamics 365 to a on prem SQL database.
The introduction of the Data Export Service is a real game changer with the possibility to replicate your data from Dynamics CRM/365 online to an Azure SQL database in your own Azure Subscription. Once you have your data in a SQL Database you can then using PowerBI, integrate with other systems and create a data warehouse. I’ve found that the speed of the replication is impressive, being minutes/seconds and not hours.

There are a number of perquisites to enabling this which you can read about in msdn: https://technet.microsoft.com/en-us/library/mt744592.aspx
Azure Active Directory linked to Office 365
Azure SQL Database and user with correct permissions
Azure KeyVault created (using PowerShell script provided)
Dynamics CRM Online 8.1 or later
Data Export Service solution installed from App Source
Change tracking enabled for custom entities you want to sync
You must be a System Administrator to create the export profiles
The PowerShell script requires that you install the Azure cmdlets – see

https://docs.microsoft.com/en-gb/powershell/azureps-cmdlets-docs/

Here is a video that demonstrates this new service and how to set it up

Sourced From: Scott Durow (MVP)

Additional Information:
• Data Export Step by Step Manual Way: https://nishantrana.me/2017/03/19/configuring-data-export-service-in-microsoft-dynamics-365/
• Data Export Service – How to: https://crmchartguy.wordpress.com/2017/01/11/setup-the-data-export-service-with-a-power-bi-solution-template/
• Data Export Service Technet: https://technet.microsoft.com/en-us/library/mt744592.aspx#SetupAzureKV

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SharePoint document list on main CRM form

November 21st, 2017 DynamicsMSCRM No comments
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D365 Editable Grids

November 1st, 2017 DynamicsMSCRM No comments
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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

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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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