Azure Explorer

April 8, 2019

A free storage tool for Microsoft Azure

  • Manage all your Microsoft Azure blobs in one place
  • Reliably upload and download blobs with a responsive UI
  • Transfer blobs between your storage accounts
  • Easily search and filter your blobs

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Azure Storage Explorer

April 8, 2019

Easily manage Storage anywhere from Windows, macOS, and Linux

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SQL Server Backup & Restore con Azure Blob Services

March 22, 2019

MVA -SQL Server HA & DR con Azure VM

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Configuring Outlook Client for Microsoft Dynamics CRM via a Second Federation

March 21, 2019

One of the great things about Microsoft Dynamics CRM is the ability to configure an ADFS server to be able to login via different domains. The configuration is done through a claims trust. Once the configuration is complete, users are then able to navigate to the CRM URL and simply click which federation they want to log into.

While this feature is extremely useful, the CRM Outlook client does not allow for the ability to choose domains as you would through a normal web browser. Today’s blog, however, will show you exactly how this can be achieved by making an addition to the local workstation registry.

Before you begin, you will first need to know the Home Realm URL of the ADFS server you want to configure with the Outlook client. Once you have this, simply follow the steps below on the workstation that you are configuring the Outlook client for. Let’s get started!

1. Open the registry editor.

Warning: editing the registry should only be done by an experienced user as system errors can occur if done incorrectly. If you are not comfortable using the registry editor, it is recommended that you seek additional assistance from your IT staff.

To find the registry editor, search for ‘regedit’ on your device and then open.

2. Open the registry key following the path HKEY_LOCAL_MACHINE\Software\Policies\Microsoft.

3. Right-click on Microsoft, select New Key, and add MSCRMClient.

 

4. You should then see the MSCRMClient under Microsoft.

5. Right-click on MSCRMClient, select New and then String Value.

6. Type in HomeRealmURL.

7. Right-click on HomeRealmURL and select Modify.

8. Enter in the Value data of the federated ADFS. The URL must end in /adfs/services/trust/mex.
    Then select OK.

9. Close the registry editor.

10. To configure CRM for Outlook, follow the steps included in the blog Install Dynamics CRM 2015 for Outlook.

*Please note that in an enterprise environment it is suggested that the value be set through a group policy.

That’s all it takes! If you need further assistance on how to accomplish any steps or instructions in this blog or if you want to learn more, you can view the official documentation from Microsoft or seek help from our CRM support desk.

Original Source

Display SharePoint Documents Sub Grid on the MS Dynamics 365 form

March 19, 2019

Open an Entity Web form where you want to display SharePoint document library.

  1. Click on the Insert-tab, click on Sub-Grid, specify a name to sub-grid
  2. In “Data Source” section select “Only related Records” from Records dropdown
  3. Select “Document Location (Regarding)” in Entity dropdown
  4. Select “Active Document Location” from Default View section [shown in Below Image]
  5. Click on Set. Click on save then publish the customization

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Convert a managed to unmanaged solution

February 20, 2019

SQL script to convert a managed to unmanaged solution in an on-premises Dynamics CRM/365 database.

This is described in detail here

This is meant only as a last resort when trying to recover an unmanaged solution from a managed solution. Use at your own risk.

This is not my script, but the script reference in blog post above (where download link no longer exists).

Microsoft Dynamics 365 Server, version 9.0

February 2, 2019

Download: https://www.microsoft.com/en-us/download/details.aspx?id=57478
Version: 9.00.0002.3034
File Name: CRM9.0-Server-ENU-amd64.exe

Date Published: 12/5/2018
File Size: 661.4 MB
KB Articles: KB4344184

Supported Operating System

Windows Server 2016

  1. The download is a self-extracting executable file. To start the download, select Download.
  2. When the File Download prompt box appears, select Save to save the file to your computer.
  3. When you’re ready to install the product, run the SetupSever.exe executable file, and then follow the instructions on the screen.

CRM User Audit Export

January 5, 2019

A command-line tool to export user audit data from Microsoft Dynamics Online

Download

Build

Build with Microsoft Visual Studio 2017 or equivalent

Requirements

All requirements should be included as nuget packages in packages.config

  • CommandLineParser 2.3.0
  • Microsoft.CrmSdk.CoreAssemblies 9.0.2.4
  • Microsoft.CrmSdk.Deployment 9.0.2.4
  • Microsoft.CrmSdk.Workflow 9.0.2.4
  • Microsoft.CrmSdk.XrmTooling.CoreAssembly 9.0.2.7
  • Microsoft.IdentityModel.Clients.ActiveDirectory
  • Newtonsoft.Json 6.0.8

Usage

Arguments

Running CRMUserAudit.exe with no arguments will give you a list of all arguments and descriptions.

CRMUserAudit 1.0.0.0
Copyright c  2018
ERROR(S):
Required option 'url' is missing.
Required option 'username' is missing.
Required option 'password' is missing.

  --url               Required. URL of Dynamics 365 instance.

  --username          Required. Username with Audit access.

  --password          Required. Password for user with Audit 
access.

  --path              (Default: .\) Path to export results.

  --filename          (Default: CRMAuditExport.csv) Filename 
to export results.

  --days              (Default: 30) Number of days to export 
data for.

  --filteruser        Username to filter.  If not specified, 
will export all users except SYSTEM

  --excludeobjects    Logical names of objects to exclude 
from export.  Separated by commas.

  --help              Display this help screen.

  --version           Display version information.

Examples

–url, –username and –password are the minimum required arguments. Default values will export all user audit data for the last 30 days.

.\CRMUserAudit.exe --url https://contoso.crm.dynamics.com 
--username caleb@contoso.com --password password

–path and –filename allow you to specify where the export file is saved.

.\CRMUserAudit.exe --url https://contoso.crm.dynamics.com 
--username caleb@contoso.com --password password --path "C:\Export\" --filename "Results.csv"

–days controls how many days of data will be exported, counting backwards from run time. A value of 7 will export data for the last 7 days.

.\CRMUserAudit.exe --url https://contoso.crm.dynamics.com 
--username caleb@contoso.com --password password --days 7

–filteruser filters the results by a single user, default is to export data for all users except SYSTEM. Operates on the display name of the user.

.\CRMUserAudit.exe --url https://contoso.crm.dynamics.com 
--username caleb@contoso.com --password password --filteruser "Grace Jackson"

–excludeobjects is a comma separated list of objects that you want to exclude from the export. Operates on the logical name of the object.

.\CRMUserAudit.exe --url https://contoso.crm.dynamics.com 
--username caleb@contoso.com --password password --excludeobjects 

Advanced MultiSelect for Microsoft Dynamics 365

December 17, 2018

Advanced MultiSelect for Dynamics 365 / Dynamics CRM is a multi-select / multi-checkbox control on a form. It represents a set of related data items (based on N:N relations + FetchXml) and gives a user an ability to associate/disassociate records of related entities in a quick and convenient way.

Download

You most likely are interested in this solution if

  • you have Many-To-Many (N:N) relationships and would like to associate / disassociate related records in a quick, convenient and flexible way using a set of appropriate checkboxes on a form
  • you are using either Dynamics CRM 2016 Update 1 (8.1) or Dynamics 365 (8.2) version and you would like to have multi select / multicheckbox functionality on a form and don’t want to create a lot of dedicated checkbox attributes for each an option
  • you are using the new version of Dynamics 365 (9.0) (where a new multi-select functionality introduced out-of-box) and find this out-of-box feature does not suit your needs (for example, you have to make changes in metadata each time you need to add/remove list options (instead of giving some users an ability to easily maintain the lists), you cannot support ‘obsolete’ options, and so forth).

Key Features

MultSelect Control on Form

  • Works for any custom N:N relationships (including ‘self-referenced’ N:N relationships, e.g. account <=> account)
  • Works for out-of-box ‘Marketing List’ N:N relationships
  • Can be easily extended to work with any other out-of-box Many-to-Many relationships
  • It works smoothly for both “Update” and “Create” record mode (‘Form Type’)
  • The list of options can be customized flexibly using Fetch Xml or via an embedded wizard to build query “like in ‘Advanced Find’” (you can select specific related records to show (e.g. that meet certain criteria you need))
  • The list of options can be sorted flexibly using Fetch Xml
  • You can use several existing templates to represent list of options on a form. It can be a special Selectize.js template or different kinds of checkbox lists.
  • You can create you own templates or modify existing ones as needed (html + css, and using knockout template styles and/or based on Selectize.js template styles)
  • Configuration Wizard assists you in configuring all the settings and even can embed multi-select control into a form automatically (you do not need to make changes in form editor to add mult-select control on a form)
  • Works in accordance with security settings on both sides of Many-To-Many relationship
  • Can works respectively with inactive/obsolete related records (e.g. shows an inactive option in case it is related / selected already, and does not show otherwise). You can select an attribute which reflects if the option is obsolete.
  • Easy configuration of options tooltip
  • Works respectively when a record is in read-only mode
  • You can export / import configuration settings to transfer settings between different instances
  • Works for both Online and On-Premise
  • Works for Dynamics CRM 2016 Update 1 (v8.1) and Dynamics 365 (v8.2 and v9.0)
  • Both Managed and Unmanaged Solutions are provided.
  • In addition to the base solution, a special DEMO solution can be installed which contains some ready-to-use examples.

Dynamics 365 for Outlook, version 9.0 (Outlook client)

December 10, 2018

Download and install Dynamics 365 for Outlook, version 9.0. Dynamics 365 for Outlook, also known as the Outlook client, enables access to your customer engagement data through Outlook.

This version works with the following Dynamics 365 for Customer Engagement versions:

  • Dynamics 365 for Customer Engagement (online), version 9.0 or later version
  • Dynamics 365 for Customer Engagement on-premises, version 9.0

Supported Operating System

Windows 10

  1. The download is a self-extracting executable file. To start the download, click Download.
  2. When the File Download dialog box appears, click Save to save the file to your computer.
  3. When you’re ready to install the product, run the executable file, and then follow the instructions on the screen.

Download