Shutting down CodePlex

April 1, 2017

Almost 11 years after we created CodePlex, it’s time to say goodbye.  We launched CodePlex in 2006 because we, like others in the industry, saw a need for a great place to share software.  Over the years, we’ve seen a lot of amazing options come and go but at this point, GitHub is the de facto place for open source sharing and most open source projects have migrated there.

We migrated too.  As many of you know, Microsoft has invested in Visual Studio Team Services as our “One Engineering System” for proprietary projects, and we’ve exposed many of our key open source projects on GitHub (Visual Studio Code, TypeScript, .NET, the Cognitive Toolkit, and more).  In fact, our GitHub organization now has more than 16,000 open source contributors – more than any other organization – and we’re proud to partner closely with GitHub to promote open source.

msoss

Over the past few years, we’ve watched many CodePlex projects migrate.  During the same period, we’ve had to address several issues, including a spam epidemic over several months in 2015, as spammers sought to take advantage of the CodePlex.com domain to boost their illicit activities.  We’ve also seen a substantial decrease in usage: as of this writing, less than 350 projects saw a source code commit in the last 30 days.

The shutdown plan

So, it’s time to say goodbye to CodePlex.  As of this post, we’ve disabled the ability to create new CodePlex projects.  In October, we’ll set CodePlex to read-only, before shutting it down completely on December 15th, 2017.

The CodePlex archive

We’ll take a final, complete backup of the site before shutting down and decommissioning the existing CodePlex site and servers.

At that time, CodePlex.com will start serving a read-only lightweight archive that will allow you to browse through all published projects – their source code, downloads, documentation, license, and issues – as they looked when CodePlex went read-only.  You’ll also be able to download an archive file with your project contents, all in common, transferrable formats like Markdown and JSON.  Where possible, we’ll put in place redirects so that existing URLs work, or at least redirect you to the project’s new homepage on the archive. And, the archive will respect your “I’ve moved” setting, if you used it, to direct users to the current home of your project.

There isn’t currently any plan to have an end date for the archive.

Migrating your data

We’re providing two first-class ways to get your data out of CodePlex.  First, we’ve partnered with GitHub to provide a streamlined import experience to help you bring your CodePlex source code, license, and documentation to GitHub.  A migration tool for issues is also in the works and will be available soon – we’ll update this blog post with more details when it’s available.  And, we’ve added a new option to your project to set an “I’ve moved” banner on your project that will direct your users to your new home. There’s a walkthrough on the CodePlex wiki to help you through the migration process.

Second, the CodePlex Archive will allow you to download an archive file, as described above.

If you’d like to migrate just your source code, you have a variety of options depending on your source control type.  For Git users, many Git hosting services, including Visual Studio Team Services and BitBucket, offer an easy import flow to help you migrate.  Bitbucket also offers import for Mercurial users.

We’re here to help

As you use these tools, CodePlex support is standing by to help via email.  GitHub is also ready to help if you encounter any issues with the import experience.

Original Source

“The authentication endpoint Username was not found on the configured Secure Token Service” Error When Registering

March 14, 2017

TIP: When setting up ADFS, the ADFS website should only have a single binding: port 443. You should remove the default port 80 binding. Notice that in the error above, the address is http (not https) which means that there is communication taking place across port 80 to ADFS. This is not the desired configuration. By removing the port 80 binding in IIS from the ADFS website, and restarting the ADFS server, you should be able to avoid this error. If not, read some of the tips below.

If you see this error when trying to register or connect with ClickDimensions, there are several possible causes, all due to CRM/ADFS configuration:

  • The Username endpoint is not properly configured in ADFS; (This is the most common cause of this error. Some customers have been able to disable the Username endpoint in ADFS to correct this. Others have had to enable it depending on their specific configuration. Refer to Microsoft’s documentation for your environment.)
  • If ADFS and CRM are installed on the same server and using the same port, you can run into this error. Change the port that ADFS uses so it is different from the CRM website. More details here.
  • If you are using Windows Server 2012, there is a hotfix from Microsoft for a related issue: http://support2.microsoft.com/kb/2827748/en-us
  • The Federation Metadata in ADFS needs to be updated due to changes in the environment (adding a new org, making DNS changes);
  • The endpoint is unreachable due to a routing or firewall issue (or having incorrectly configured bindings on ADFS in IIS);
  • The user you are entering for the service account does not have sufficient privileges in CRM;
  • The time on your ADFS and/or CRM servers are out of sync by more than 5 minutes with internet time

To resolve this error:

First, make sure the user you have set up as the service account has Read/Write access to CRM and has a security role assigned that enables it to log into CRM remotely.

Next, make sure the Username endpoint is configured in the ADFS deployment that this CRM org is using:

  1. Log onto the ADFS server and open the ADFS management console. Go to ADFS > Service > Endpoints
  2. You’ll see a list of endpoint URLs here. Find the one for /adfs/services/trust/13/username of type WS-Trust 1.3
  3. Make sure that this endpoint has “Yes” set for both the Enabled and Proxy Enabled settings.
  4. If you have to make a change to this endpoint, after making the change re-start the ADFS server and the CRM server, then try to register again.

Lastly, if the above looks okay, it could be a resolution or routing issue blocking the connection. Make sure that there are external DNS entries for the path to your ADFS server (for example, https://sts.mydomain.com needs to resolve externally). Also, make sure that your firewall permits external access to the ADFS server. If you are able to, try to use a computer that is outside of your domain to navigate directly to the ADFS server to test its accessibility.

NOTE: This error also prevents connections from the Outlook client for CRM when connecting from outside of a network.

Original Source

Type ‘System.ServiceModel.Channels.ReceivedFault’ in Assembly is not marked as Serializable : Error of Incoming/Outgoing status Failure in Email Router

March 13, 2017

Incoming Status: FailureType ‘System.ServiceModel.Channels.ReceivedFault’ in Assembly ‘System.ServiceModel, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089’  is not marked as serializable.

Outgoing Status: Failure Type ‘System.ServiceModel.Channels.ReceivedFault’ in Assembly ‘System.ServiceModel, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089’  is not marked as serializable.

I found the discussion regarding the same issue in the Forum but with no confirmed Answer. So I started following up all possible ways to come out with a definite answer.

Solution:-

The simplest of all which I did was; Under the Deployment Tab of Email Router:-

If the ‘Access Credentials’ is specified as “Local System Account”, then change it to “Other Specified” and add the Domain User Account that is part of the PrivUserGroup Security Group. (In my case I added the Administrator account which is under PrivUserGroup Security Group)

Actually the account that needs to run the Email Router Service needs to be under the PrivUserGroup Security Group. So if you specify any other Domain User Account then make sure to add it to the Member of the Security Group ‘PrivUserGroup’

The Solution explained above solved my issue and hope similarly it will be helpful for you as well.

Original Source

EWS Editor for Dynamics 365

March 3, 2017

EWS Editor for Dynamics 365 is based off the original EWS Editor source and is designed to provide troubleshooting tools to help resolve Exchange server integration issues related to Server Side Synchronization and the E-mail Router. Below are the features available in the Alpha release:

  • Natively inspect Dynamics 365 Extended Properties (crmid, crmLinkState, etc) in any EWS Editor grid that contains items linked to Dynamics 365.
  • Retrieve ExchangeSyncIdMapping records for any given Appointment, Contact, or Task in any EWS Editor Grid that contains items linked to Dynamics 365.
  • Validate e-mails for promotion to Dynamics 365 by performing the CheckIncomingEmailRequest API.
  • Inspect the Mailbox Synchronization State, Mailbox Alerts, and other details in a thematically grouped interface.
  • Perform Mailbox diagnostics to check for misconfigured or stuck mailboxes with Server Side Synchronization.
  • Troubleshoot and anticipate ACT Synchronization issues between Dynamics 365 and Exchange Server.
  • Simulate various Exchange Web Service APIs commonly used by Dynamics 365.

The tool works across all supported configurations of Dynamics 365 / CRM 2016 and Exchange Server as outlined here.

For usage instructions, please see the documentation.

Download

Step By Step running On-demand workflow for all active records

March 1, 2017

Did you get a requirement to run your workflow for all active records ? if yes then this post going to help you to implement the same. OOB in MS CRM web client we can run our on-demand workflow only for 250 records, but there are some workaround to overcome this limitation, for example we could use MS CRM Outlook client, because in outlook client there is no limitation for number of records in per page. If you are using outlook client for MS CRM and interested in this workaround check this.
But if you are not use outlook client for MS CRM then you can use Workflow Execution Manager from MSCRM ToolKit. In this post we are going to provide step by step instruction how to use this tool.
So for implementing this requirement we need to follow three steps

  • Create a on- demand workflow for your requirement.
  • Get FetchXML query for your entity records.
  • Configure Workflow Execution Manager to run your workflow.

Create a on- demand workflow
Let’s create our on-demand workflow, in our example we are creating workflow on Account entity to set custom category as standard. So navigate to Settings->Process ->New and fill below details
Process Name:
Entity: Account
Category: Workflow

Click ok and add update step to set account category as “Standard” (click on Set Properties button to set account record category) . Save and Activate our workflow , after completion our workflow should look like below.
accountowkflow
Get FetchXML
Now navigate to Advance find and design your query and click on Download Fetch XML to get fetchxml query
advance find
Configure Workflow Execution Manager
Download MS CRM Toolkit from codeplex and extract it. Click on MSCRMToolKit.exe to start and follow below steps.

  • Select Connection Manager and fill below details

workfloeexutt

  • Test your connection and close connection manager dialog.

Start Workflow Execution Manger from Tool menu and follow below steps
Profile: Provide any name.
Source: Select your connection name.

Click on (Re) Load Workflow button to load your all on-demand workflows.
Paste your query in Records Query text field and Save your profile from File menu.
It should look like below
workflowexecution
Click on Execute workflow, it will start your workflow and will process all resultset based on query provided.

Original Source

Microsoft CRM ToolKit

February 11, 2017

MSCRM ToolKit is a collection of useful tools for people working on Microsoft Dynamics CRM 2011,2013 and 2015 projects.

It is built around features described in the Microsoft Dynamics CRM Software Development Kit.

Download

In the toolkit you can find the following tools:

Microsoft Dynamics 365 Software Development Kit (SDK)

January 18, 2017

Contains the complete SDK for Microsoft Dynamics 365, Microsoft Dynamics CRM Online, Microsoft Dynamics CRM 2016 (on-premises), and the User Interface Integration (UII) SDK.

Use this SDK for Dynamics 365, Dynamics CRM Online, and Dynamics CRM 2016 (on-premises).

For information about Dynamics 365 Operations and Dynamics 365 Financials, see:

The documentation contains information and resources for developers who create code-based extensions for Dynamics 365 (formerly known as Dynamics CRM).

The SDK includes an architectural overview of Dynamics 365, the entity model, security model, and web services. Sample code and walkthroughs are provided to guide you through the new features. It also contains information for developers who customize the web client or Dynamics 365 for Microsoft Office Outlook, including scripting, integration of custom webpages, and sample code.

In addition to the documentation, this download package includes the assemblies and tools needed for development, helper code for authentication, and Microsoft Visual Studio projects for the sample code found in the documentation.

You can also download the User Interface Integration (UII) solution framework, which includes a deployment guide, development guide, and API reference. UII uses Microsoft Dynamics 365 for the delivery of configuration data for the Integrated Agent Desktop. It includes development and runtime components. Applications built with UII can provide unified access to customer information across different systems, and can aggregate different modes of customer interactions or channels.

The UII download package also contains developer assets for Unified Service Desk 2.0, which includes a default Unified Service Desk 2.0 configuration data schema file, default style (theme), sample panel layout, developer guide, and sample code for the custom controls available in the sample applications. For more information about Unified Service Desk 2.0, see the Unified Service Desk 2.0 Developer Guide.

Download

Update for Microsoft Dynamics CRM 2011 (KB 3179593)

January 17, 2017

Microsoft has released Update for Microsoft Dynamics CRM 2011 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, and Microsoft Dynamics CRM 2011 Email Router.
For more information about this release, see Microsoft Knowledge Base article 3179593:

Update is available for Microsoft Dynamics CRM 2011

To maintain parity between the application components of Microsoft Dynamics CRM 2011, this update includes packages for Microsoft Dynamics CRM Server, Microsoft Dynamics CRM for Outlook, and Microsoft Dynamics CRM Email Router.

Download

December 2016 Update for Dynamics 365

January 9, 2017

Microsoft has released December 2016 Update for Dynamics 365. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2016. It includes performance enhancements that are packaged together for easy deployment.

Download

Microsoft Dynamics 365 Field Service

January 5, 2017

Field Service for Microsoft Dynamics CRM 2016 is a powerful tool to help support the activities of field based engineers.

Neil Parkhurst have been blogging on this subject for a few months!

Here I will give a collection of links to Neil Parkhurst various posts on Field Service for Microsoft Dynamics CRM. Collectively these posts should provide you with a detailed user guide, you could think of this post as a “book” on Field Service.

  • Introduction / Theory
  • Installation
  • General Setup
  • Using Field Service
  • Customizing Field Service

Introduction / Theory

Post Description Last Updated
Overview
An overview of the capabilities of Field Service August 2016
Work Order Theory A description of what a work order is, its lifecycle and how it relates to other Field Service entities August 2016
Video Demo A video demo of Field Service and notes on how to create the demo. October 2016

Installation

Post Description Last Updated
Installation Step by step guide to creating a Field Service trial solution and installing the mobile application. August 2016

General Set-up

Post Description Last Updated
User Setup
Field Service users, security roles and field security profiles explained. August 2016
Reference data
There are many reference data fields to define including work order types, pay types, work order sub-statuses etc. I describe them all here. August 2016
Skill Types (Characteristics) How to create skill types and use them to ensure the right engineers are used. August 2016
Configuring the Schedule Board In this post I describe how to configure the schedule board including adding new tabs and changing views. September 2016
Service and Billing Accounts A description of the additional fields on service and billing accounts in Field Service. Plus, how to Geo Code accounts. August 2016
Price Lists How to create price lists for Field Service including using Field Service Price List Items to apply minimum call out charges etc. August 2016
Product and Services How to create the products and services to be included on work orders August 2016
Incident Types Incident types are used to speed the creation of work orders. In this post I explain what is involved in creating an incident type. August 2016
Resources How to create resources, define their working hours and associate them with territories. August 2016

Using Field Service

Post Description Last Updated
Calculating Engineer Pay A description of how pay types and resource information is used to derive payment values for each booking September 2016
Manual Scheduling (Schedule Board) An explanation of how to manually schedule work orders on the schedule board and also review driving direction / routes. September 2016
Scheduling Assistant Using the scheduling assistant to use the semi-automatic scheduling capabilities of Field Service. September 2016
Time Groups A description of how to define timeslots and then how you can use them in the scheduling assisstant. September 2016
Customer Assets / Equipment How to create and see customer assets September 2016
Agreements Agreements are used to automatically create regular work orders based on a “contract”. Ideal for a preventative maintenance schedule. This post describes on how to create agreements and their associated booking and invoice setups. September 2016
Time Off Requests This post explains what happens when the engineers request time off from the mobile application. August 2016
Purchasing and Inventory An overview of the purchasing and inventory options in Field Service September 2016
Inventory Quantities An explanation of when stock quantities and allocated values change. Plus unit groups explained. September 2016

Customizing Field Service

Post Description Last Updated
Field Service and Voice of the Customer Example workflow to send out a survey after completion of a work order. You may also find this post on how to create a survey useful. September 2016
Download Resco CrmMobile Woodford You will need to download the client if you wish to customize the mobile application. September 2016
Risky Situations A description of a simple change to warn if your field agent is working on something risky. September 2016
Show Entity Images A example of how to improve the mobile app by adding images. September 2016