Archive for June, 2016

Microsoft Dynamics CRM Online Form Editor Drag and Drop Problem IE11 Fixed

June 10, 2016

If you’re using Dynamics CRM Online with Internet Explorer 11 you might find that the drag and drop of fields doesn’t work in the form editor. A lot of people revert to using Chrome for form editing as a workaround, but if you simply add the CRM site to Internet Explorer’s Trusted Sites the form editing works as expected.

  1. Open Internet Explorer’s Internet Options
  2. Click the Security tab
  3. Click on Trusted Sites, then click the Sites button

Internet Explorer Internet Options dialog screenshot

  1. Add https://*.dynamics.com for ALL CRM Online sites (or just add your specific site if you wish)

Internet Explorer Trusted Sites Dialog screenshot

  1. Click Close, click OK.

Restart IE11 and enjoy editing your forms.

Free e-book Introducing Microsoft SQL Server 2016

June 7, 2016

Introducing Microsoft SQL Server 2016
Mission-Critical Applications, Deeper Insights, Hyperscale Cloud

Stacia Varga, Denny Cherry, Joseph D’Antoni

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Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1 (on-premises)

June 6, 2016

Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1 (on-premises) is now available.

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Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1 (on-premises) resolves the following issues:

  • Resolve incorrect navigation property names during upgrade from CRM 2016 RTM to CRM 2016 Update 1.0.
  • Outgoing and incoming e-mail stops processing for all organizations.
  • Using Internet Facing Deployment the OWA App is not loaded in Edge browser.
  • Using Compose Mode in OWA is adding a known lead into the “To” Field and clicking retry throws an error.
  • Incorrect numbers are displaying for Recent Cases and Opportunities on the Record form.
  • Unable to create Opportunities if Business Process Flow exists.
  • Not able to add members from one Marketing List to another.
  • Update logic of Record Creation Rules automatically updates the Regarding Object Entity data.
  • Activities, Contacts and Tasks are not synced when connecting CRM Online to Exchange On Premises in Hybrid mode.
  • RetrieveInlineSearchResults doesn’t filter lookup types by Read/Append Privilege.
  • Incorrectly modified on date displayed in Social Pane for Activity Records created after 6:30 PM.
  • Large workflows are slow to execute in CRM Online.
  • IOS and Android Dynamics CRM apps fail to configure if an uppercase value is in the organization URL.
  • Fixed missing publication warning dialog when user performs any action in Activity Feeds configuration.
  • Navigation after Related Record Grid operation is redirected to a Form instead of a View.
  • The OptionSet control methods for StatusCode Field is not working.
  • Bulk edit on entities causes the Status Reason Field to change back to the default value.
  • Incorrect Next Page link for related entities.
  • Quote Product, Order Product, and Invoice Product Forms are updated.
  • Cloning a Product causes sharing of the image.
  • Server Side Synchronization Performance Dashboard should have a name or description that indicates that it is for troubleshooting.
  • Can create Navigation properties with the same Name on an Entity.
  • Unable to add Contacts from one static Marketing List to another.
  • The message “Web browser tying to close the window” appears when attempting to use the CRM app for Outlook in Internet Explorer, or Microsoft Edge.
  • Outgoing E-mail, and Incoming E-mail stop processing for the organization.
  • Uninstalling a Managed Solution will cause Business Rules to be Deactivated.
  • Slow Performance when opening Customize the System, and other associated Views.
  • Getting error while installing sample data on Finnish (1035), Hungarian (1038), and Norwegian (1044) languages.

Microsoft Dynamics XRM Tools

June 3, 2016

Dynamics XRM Tools brings you a quality range of applications that provide a useful set of features to enhance your experience while using and developing against Microsoft Dynamics CRM. You simply import the managed solution into CRM to begin working with it.

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Currently available tools include

  • OData Query Designer
  • Metadata Browser
  • CRM 4 to CRM 2011 JavaScript Converter
  • Trace Tool (on premise onlyand_v2)
  • Statistics

Configuration Module

The Dynamics XRM Tools project provides a modular framework for hosting Silverlight applications within a single shell.

A joint effort started by Rhett Clinton MVP and Ramon Tebar MVP has produced an extensible application framework that allows additional tools to be developed and included as a part of the toolset. Rhett’s original CRM tools have been ported to the new framework and additional tools have already been created with more in development.

Microsoft SharePoint 2016 new and deprecated features

June 3, 2016

At the #Ignite conference in Chicago, Bill Baer from Microsoft disclosed several new (and deprecated) feature we can expect from SharePoint 2016.

Below is a highlighted listing of what we can expect, thanks to Matty Vasquez for compiling this list.

Release Information

  • Public Preview – 2015 Q4
  • SharePoint 2016 RC – 2016 Q1
  • SharePoint 2016 RTM – 2016 Q2
  • SharePoint server hardware requirements have not changed (12-16GB RAM, 1xQuad Core CPU, 80GB OS Drive)
  • Windows Server 2012 R2 with .Net Framework 4.5.2 or Windows Server 10 with .Net Framework 4.6
  • SQL Server 2014 SP1 or SQL Server 2016

Deprecated Features

  • There is no ‘standalone’ option during installation which installs SQL Express – SQL must be installed and running prior to installation
  • There are no plans to release SharePoint 2016 Foundation
  • Forefront Identity Manager is no longer included to sync user profile attributes with Active Directory (uni-directional sync using AD Import is still available and MIM can be configured separately to enable bi-direction sync)
  • SharePoint Designer will not be shipped with SharePoint 2016 – Designer 2013 will continue to be supported
  • InfoPath 2013 will continue to be supported (EOL April 2023) and InfoPath Forms Services will be included

Upgrade Considerations

  • There is no direct upgrade path from 2010 to 2016 (sites and databases must be running in 2013 mode)
  • The upgrade process is the same as 2010 to 2013 (2013 databases are attached to a new 2016 Farm and are upgraded)

User Improvements

  • Support for ODF documents
  • Files shared via “Durable Links” will reference a site ID and document ID, so renamed or moved files will not result in broken links
  • File name length and other character restrictions are being removed
  • New Knowledge Management Portal (Site Template?)
  • New User Profile page to include content from Delve and Office Graph API
  • Updated blogging experience including drag and drop feature for adding images to posts

System Improvements

  • Optimisations within the server roles to reduce latency and traffic between servers
  • Initial configuration of Farm and Server Roles has been simplified in the GUI (MinRole server configuration)
  • Fast Site creation based on copying a master template Site Collection from the database level using “SPSite.Copy” function
  • Reliability improvements to Distributed Cache (still relies on AppFabric 1.1 and will continue to be supported for SharePoint 2013 and 2016’s lifecycles)
  • MS Project Server content is now consolidated into the SharePoint Content databases and not in separate databases
  • SharePoint Logging API (SLAPI) allows easier ability to record and report on analytics and telemetry across a whole range of objects in the Farm

Security Improvements

  • SMTP connections now support TLS
  • SAML claims-based authentication is the preferred and default authentication method (NTLM and Kerberos will continue to be supported)
  • Compliance features with complex rules (51 out of the box) to support identification and protection of sensitive data

Hybrid Improvements

  • eDiscovery and Legal Hold will now traverse SharePoint Online in O365
  • Search Service can query SharePoint Online in O365 and provide a single ranked results set with integrated relevancy (no separate verticals)
  • Consolidation of Social features to ensure followed on premise and online content appears in a single social profile
  • Delve and Office Graph API can surface content from on premise services along with content in O365 (will be released for 2013 this year)
  • Item level encryption using Azure AD Rights Management Services

Patching Improvements

  • Patches will be much smaller – currently 37 MSIs and down to 4 MSIs in a single patch
  • Can be applied to servers online with zero downtime to the Farm and no disruption to the users

Scalability Improvements

  • Content DBs will scale into TBs (no specific figures on site template, workloads and actual size released yet)
  • 100,000 Site Collections per database (was 20,000)
  • List view threshold will reach >5,000 items (currently 5,000 but no specific figures released yet)
  • Maximum upload size has increased from 2GB to 10GB (BLOBs will still be stored in the content database and leverage Shredded Storage)

Performance Improvements

  • 500 million maximum items per search index partition (was 10 million)
  • BITS now replacing FSS over HTTP and Cobalt to reduce IO between servers and bandwidth to the end user
  • Traffic Management endpoint automatically routes user requests based on server health

More information can be found on Bill Baer’s blog