Archive for the ‘MS Dynamics CRM’ Category

MS Dynamics CRM 2011 – Invalid Action The selected action was not valid.

April 15, 2014

I came across the below error when I am trying to browse my Microsoft Dynamics CRM 2011 url.

Invalid Action
The selected action was not valid.

I did not manipulate anything on server! So, I checked my event logs which said -

Current key (KeyType : CrmWRPCTokenKey) is expired. This can indicate that a key is not being regenerated correctly. Current Key : CrmKey(Id:xxxxxxxx-xxxx-xxx-xxxx-xxxxxxxxxxxx, ScaleGroupId:00000000-0000-0000-0000-000000000000, KeyType:CrmWRPCTokenKey, Expired:True, ValidOn:02/25/2013 06:31:03, ExpiresOn:03/30/2013 06:31:03, CreatedOn:02/25/2013 06:31:03, CreatedBy:NT AUTHORITY\NETWORK SERVICE.

I got solutions from MSDN saying these steps but both did not work. Most of the issues on net were solved by these steps mentioned. And mine was resolved by the steps given in Solution.

1. Restart IIS (iisreset from command prompt or run window)
2. Restart the CrmAsyncService (Services.msc restart CrmAsyncService)

Solution:

1. Open Command Prompt
2. Go to: C:\Program Files\Microsoft Dynamics CRM\Tools
3. Run Microsoft.Crm.Tools.WRPCKeyRenewal.exe /R
4. Restart IIS

This should solve the issue and you will be able to see your CRM 2011 entities again!

How to obtain the setup updates for Microsoft Dynamics CRM 2011

March 14, 2014

When you install Microsoft Dynamics CRM 2011, or when you upgrade to Microsoft Dynamics CRM 2011, you can check for setup updates. If you select the option to check for setup updates, the application downloads any new setup updates and applies them to the installation while the setup process is running.
If the Microsoft Dynamics CRM server has an Internet connection, you can select Get updates for Microsoft Dynamics CRM during the installation. If there are any setup updates available, the updates are downloaded and applied to the installation.
If the Microsoft Dynamics CRM server does not have an Internet connection, or you want to manually deploy the setup updates, follow these steps:

  1. Obtain the setup updates by visiting the following Microsoft website:
    Setup Update for Microsoft Dynamics CRM Server 2011

    Note All previously released Setup Updates have now been included in the slip-streamed server installation which also includes all updates and hotfixes through Update Rollup 6. There are currently no other Setup Updates available. Microsoft Dynamics CRM Server 2011

    To verify the version number corresponds with the installation of Update Rollup 6, right-click on the SetupServer.exe and then click Details to ensure the build number is 5.0.9690.1992.

  2. Click Add to add the update to the basket.
  3. Click view basket in the upper-right section of the page.
  4. Click Download.
  5. Select the download location, and then click Continue.
  6. The Microsoft Update catalog will create a folder that uses the name of the download, and then it copies a .cab file into the folder. In this case, a Setup Update for Microsoft Dynamics CRM Server 2011 folder is created. Open the .cab file to view the .msp file(s). The .cab file will contain all 25 languages that Microsoft Dynamics CRM Server 2011 supports.
  7. Extract the .msp file to the location of your choice.
  8. Create a Config.xml file for the setup process.   Below is an example of a Config.xml file. Please refer to the Implementation Guide for information on the other xml elements that can be added. http://technet.microsoft.com/en-us/library/hh367371.aspx

    <CRMSetup> <Server> <Patch update=”true”> The path to your .msp file (For example: c:\temp\ Server_KB2434455_amd64_1033.msp)</Patch> </Server> </CRMSetup>

  9. Run the Setup file in the configuration folder.

Issues that are fixed in the setupupdates for Microsoft Dynamics CRM 2011.
A hotfix is intended to resolve only the problem that is discussed in an associated Microsoft Knowledge Base article (KB). For more information about a specific hotfix, and for more information that may be required if you did not install the setup update, see the following KB articles. Note These updates are not hotfixes that have to be applied after Microsoft Dynamics CRM is installed.
Microsoft Dynamics CRM Server 2011

      (http://www.microsoft.com/en-us/download/details.aspx?id=27822)
  • When you install Microsoft Dynamics CRM Server that points to a website that has an HTTPS binding present, the setup process incorrectly sets the binding type to HTTP. Therefore, Help cannot load on any deployment where the website has HTTPS.
  • Server setup should only set HelpServerUrl when Help Server is installed, separately from Web Application.
  • The Microsoft Dynamics CRM Server upgrade fails because a deletion service fails to clean up all deleted records.
  • The Microsoft Dynamics CRM Server upgrade does not upgrade indexes in the MSCRM_CONFIG database.
  • Upgrading from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011 for non-English base languages result in a “Cannot insert duplicate key in object ‘MetadataSchema.LocalizedLabel’” error.
  • Imported organizations think there is an update available when there is none.

Note All fixes listed above are now included in the current Setup bits.

View the original post

Ribbon Workbench for Microsoft Dynamics CRM

March 6, 2014

Customising/editing the Dynamics CRM 2011 Ribbon has never been easier with the Ribbon Workbench for Dynamics CRM 2011. Unlike other editors available, the Ribbon Workbench allows you to perform a complete set of customisations that have only been possible up until now by hand editing xml.

The Ribbon Workbench is installed as a CRM 2011 solution and is available immediately from inside the Dynamics CRM user interface.

Read ‘Getting started with the Ribbon Workbench for CRM

The following video shows installing the Ribbon Workbench and a short demonstration of it’s use.

(Please note, the video has no sound at this time)

A series of ‘how to’ articles are being added to regularily

Installation Instructions

Download the solution using the button below and install into your Dynamics CRM organisation. Once installed, you will see a new ‘Ribbon Workbench’ button in the ribbon/command bar when the ‘Solutions’ or ‘Customisations’ link is selected.

Learn how to use the Ribbon Workbench for Dynamics CRM

Getting started with the Ribbon Workbench

Knowledge Base Articles

Blog posts on customising the CRM 2011 ribbon.

Forums and Support

jqGrid

February 10, 2014

jqGrid is a grid plugin for the JQuery Javascript library. It is free, open source and gets distributed under the MIT license.

  • Works fine under IE, Firefox, Chrome, Safari, Opera
  • CSS customizable with full Themeroller support
    The UI comes in 20+ languages
  • Paging and sorting
  • Search and filtering
  • In-place cell editing or on-the-fly form creation to edit a record
  • Supports subgrids and tree grid for displaying hierarchical data
  • AJAX enabled
  • Accepts XML/JSON/local array data sources

Free wrappers for  PHP and ASP.NET exist.

For more information on jqGrid wrappers, please, check out the other sections of the web site.

Using Microsoft Dynamics CRM 2011 for Microsoft Office Outlook with multiple eMail accounts

February 4, 2014

Let’s say your are using MS CRM 2011 inside of Outlook and you need to manage email from more than one email account.  You have your primary email account (you@yourcompany.com) and then you have an email account assigned to you by your largest client (you@yourclient.com).  You want to use MS CRM to manage both accounts, but you discovered that email that goes into the you@yourclient.com inbox can’t be tracked in MS CRM.  You get the “Only items in the default Microsoft Outlook store can be promoted to Microsoft Dynamics CRM” message when you try to track a message.

hs no track

You are able to manage multiple accounts pretty easily in MS CRM by using an Outlook rule to move messages from the you@yourclient.com inbox to the you@yourcompany.com.  If you are familiar with creating rules, you setup a rule to run when you receive messages through a specified account.  Here are the steps:

  1. Open Rules and choose Manage Rules & Alerts.
  2. Choose New Rule.
  3. Choose “Start from a blank rules” and pick “Apply rule on messages I receive”.  Click next.
  4. Select the condition “through the specified account” and put a check in the box.
  5. Click on the hyperlink in the rule description and choose the you@yourclient.com email address.  Click next.
  6. Put a check next to “move it to the specified folder” AND a check next to the “delete it” option.
  7. Click the “specified folder” hyperlink and choose the inbox for inbox associated with the you@yourcompany.com email account.  Click next.
  8. If you have exceptions to this rule, enter them on this panel.  Click next.
  9. Name your rule “Move messages from you@yourclient.com to you@yourcompany.com“.
  10. Make sure the check box to turn on the rule is checked.  Click finish.

This is a client-side rule and runs whenever Outlook is open.  When Outlook is running, the messages sent to the you@yourclient.com will be moved to the you@yourcompany.com inbox and be deleted from the you@yourclient.com inbox.  You can now use MS CRM 2011 track in CRM to record your communications from your client.

When you reply to a message sent to the you@yourclient.com Outlook will default to sending the message from the you@yourclient.com email address.  If you are in your you@yourcompany.com inbox and compose a new message it will use your default email account to send the message.  If you need to send the message from you@yourclient.com you need to click from button on the email message and choose the correct from address.

Change From Address

You can manage any number of accounts in this fashion.  You simply setup an Outlook rule for each account.  Since the messages are deleted by the rule, you don’t have any messages remaining in the you@yourclient.com inbox, unless you set some exception rules.

Source

CRM Data Detective

January 27, 2014

CRM Data Detective allows you to see what CRM fields your users are actually using.

screen2.jpg

I’ve setup this project to be a managed solution so you can easily drop the latest version into your environment.  I’ve also provided the full source so you can enhance this project any way you see fit.

The purpose of the CRM Data Detective is to provide some extra visibility into CRM.  You can easily see which fields are not getting the user adoption you’re looking for.  You might find a lowly populated field and realize it’s buried deep on the form and so you simply need to give it more attention.  You may see a field is rarely populated and determine it should be removed.  Either way, the CRM Data Detective gives you a great first step into enhancing user adoption.

To use, append

/WebResources/way_/detective/detective.htm

to the end of your server URL.

e.g. https://crm.dynamics.com/WebResources/way_/detective/detective.htm

Download

Microsoft Dynamics CRM 2011 Instance adapter updated

January 13, 2014

If you have been seeing the Just in Time debugger launch when attempting to run maps other than the Picklist to Picklist map, you’ll want to get the latest update for the instance adapter.  The update is now currently live on the download site.

For more information on the Microsoft Dynamics CRM 2011 Instance adapter, please see this blog entry: http://blogs.msdn.com/b/dynamicsconnector/archive/2012/10/24/connector-for-microsoft-dynamics-now-offers-microsoft-dynamics-crm-to-microsoft-dynamics-crm-integration-capabilities.aspx

Connector for Microsoft Dynamics V3 CU 1 released

January 9, 2014

Performance improvements and key suggestions on Connector V3 deployments are the primary new features in Connector for Microsoft Dynamics V3 CU1 (3.1.116.2), which was posted today for download.

Additional new features with this release include:

  • Overall performance improvement in the Connector V3 service
  • Overall performance improvement in Connector’s log
  • Performance improvement  in the Microsoft Dynamics CRM 2011 adapter
  • When you reset the Retry feature, it will now run immediately

To download this release for your Microsoft Dynamics ERP system, go to CustomerSource:

  • Connector for Microsoft Dynamics AX
    • If you have applied Microsoft Dynamics AX 2012 R2 CU 6 or later, an XPO is no longer needed.  You can run the ConnectorHelper class that is included in this update to accomplish the required setup tasks in Microsoft Dynamics AX.
  • Connector for Microsoft Dynamics GP
    • All previously supported versions of Microsoft Dynamics GP 2010 and GP 2013 are supported as either new or existing integrations
  • Connector for Microsoft Dynamics NAV
    • Microsoft Dynamics NAV 2013 R2 is supported with this release, however this release is not required for an integration to Microsoft Dynamics NAV.  Any release after Connector V2 RU1 (2.1.29.1) will support Microsoft Dynamics NAV 2013  R2.
  • Connector for Microsoft Dynamics SL

Would you like to know more?  Check out the User Guide for your ERP system and begin your installation preparation. I know, I know; reading documentation can be arduous. But you know what they say: an ounce of prevention is worth a pound of cure. So read the provided documentation to avoid the common mistakes and save yourself the support call.  The user guides for all of the ERPs have been updated for this release and all include a V3 upgrade sections that you should be familiar with before upgrading your existing integrations.  All of the known issues documents have been updated as well so please have a look at those too, they can all be found on the Connector for Microsoft Dynamics download pages.

Note: This release includes an update to the MSDI database that will mean any custom objects you have added to the database will be dropped, however this update will greatly improve the performance of the overall Connector system.

MS Dynamics CRM Solution Deployer

January 2, 2014

Dynamics CRM 2011 Solutions are packages of customizations that allow you to build and maintain Dynamics CRM/XRM applications. In order to deploy the solutions, the CRM users need to manually move them for export and import from one organization to another or from one server to another.
The Solution Deployer is a very user friendly and easy to use application that allows the users to install a CRM solution automatically for them. The Utility pick the solution from one organization/server and install it on another one.
Solution Deployer
Some salient features of Solution Deployer:

  • Compactable with Dynamics CRM online, On-premise and IFD
  • Utility pick the solution from one organization/server and install it on another one

Price:
The Solution Deployer is FREE.
Benefits:
The Solution Deployer is a very user friendly and easy to use application that allows the users to install a CRM solution automatically for them. The Utility pick the solution from one organization/server and install it on another one.
Compatibility:
Obviously, The Solution Deployer is compatible with MS Dynamics CRM 2011.
Download:
Please click here to download Solution Deployer
Please click here to download User Guide document

The Dynamics CRM 2011 Skype CRM Connector

December 24, 2013

Skype CRM Connector allows to connecting Skype to CRM system, which enables CRM users to instantly load their Skype contact list within CRM system. You can directly call to the Skype contacts by clicking Skype Call button available in CRM. Window Installer will install an application which will communicate with Skype and CRM solution installer will install a custom entity into the CRM. So that the Skype-Connector application will place all the Skype contacts into that custom entity in CRM for the further use.
Skype CRM Connector
Below are the few points Dynamics CRM administrator keep in his mind before it getting started with this CRM plug-ins

  • Make sure that you are connected to your Skype tool
  • Make sure the Time Zone of your server and CRM server is same (For On-Premise).
  • For online server Time Zone of your server must be same as your internet Time Zone.
Some salient features of Dynamics CRM 2011 Skype CRM Connector:
Skype CRM Integration:

  • Instantly loads your Skype contact list within CRM system.

Call Skype Contact:

  • Calling to Skype users directly from CRM.
  • Can reuse the Skype contacts in CRM

Price:
The Dynamics CRM 2011 Skype CRM Connector is FREE.
Benefits:
The Dynamics CRM 2011 Skype CRM Connector allows you to directly call to the Skype contacts by clicking Skype Call button available in CRM. Provided you are login into your Skype tool.
Compatibility:
The Dynamics CRM 2011 Skype CRM Connector is compatible with MS Dynamics CRM 2011 (Online and On-premise).
Download:
Please click here to download Dynamics CRM 2011 Skype CRM Connector Please click here to download User Guide document


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