Archive for October, 2016

ADFS Time out settings for Microsoft Dynamics CRM

October 20, 2016

Active Directory Federation Services (ADFS) is used by Microsoft Dynamics CRM for an Internet Facing Deployment (IFD).  Relying Parties are used to allow users to be authenticated when trying to access Microsoft Dynamics CRM.

Your session has expired

The default settings require users to re-authenticate every hour if there is no activity.  This can quickly become annoying if users have to sign in to CRM several times a day.  ADFS gives administrators the ability to increase the timeout and reduce the need for users to repeatedly sign in through out the day.

Your session has expired

Your session has expired

Update the timeout using Microsoft PowerShell

To change the timeout value, you will need to update the TokenLifetime value.  This is achieved using PowerShell.  Before you open PowerShell, you will need to find the name of each Relying Party.

Step 1: Find out the name of the relying party

  1. Open AD FS Management
  2. Navigate to AD FS > Trust Relationships > Relying Party Trusts
  3. Make a note of the display name for each relying party
ADFS Relying Party

ADFS Relying Party List

Step 2: Update the TokenLifetime value

  1. Open Microsoft PowerShell as a user with administrator permissions
  2. Load the ADFS snapin
    Add-PSSnapin Microsoft.ADFS.PowerShell

    PowerShell ADFS Addon

    Add-PSSnapin Microsoft.ADFS.PowerShell

  3. Get the relying party trust settings for each relying party.  Use the display name from the previous step.
    get-ADFSRelyingPartyTrust -Name “CRM – Local”

    PowerShell ADFS Settings

    get-ADFSRelyingPartyTrust -Name “CRM – Local”

  4. Check the TokenLifetime value.  This number represents minutes
  5. Set the TokenLifetime to the new value (8 hours = 480)
    Set-ADFSRelyingPartyTrust -Targetname “CRM – Local” -TokenLifetime 480

    PowerShell ADFS TokenLifetime

    Set-ADFSRelyingPartyTrust -Targetname “CRM – Local” -TokenLifetime 480

  6. Repeat this step for each relying party

Source: QGate Knowledgebase

Integration Tool for Dynamics CRM 2011/13/15/16

October 7, 2016

Documentation:
Learn how to use the tool with the Integration Tool Tutorial

Download the Integration Tool V1.16 here:
http://www.freedevelopertutorials.com/download/integration-tool-v1-16.

Introduction

The Integration tool for Dynamics CRM can insert, update & delete records in Dynamics CRM and migrate marketinglists with their members as well. But not only this, you can use it to execute sql-commands against any databases and execute Commandline commands with it as well!

IntegrationToolScreen.png

  • Make sure .Net 4.5.2 is installed
  • If you find any errors, please post them under issues.
  • If you require any features, please post them under issues with the type feature.
  • If you have problems using the tool, please post under discussion.

Contributors are welcome!
If you’d like to contribute, please contact me and/or create a fork directly on github.

Sourcecode moved to Github: https://github.com/peterwidmer/IntegrationTool
Releases will be published here in future as well!

Architecture

The tool is made up of modules (red in the graphic below), so that it will be easy to extend it with new functionality.

IntegrationTool Architecture.png

Currently the tool supports the following types of modules:

  • Connections
  • Sources
  • Transformations
  • Targets

Each module is capsuled within an assembly, that implements the complete functionality of a module like the configuration-window and the execution-method. As entrypoint it must provide a class implementing the IModule-interface.

#1 Open Source CRM Software

October 4, 2016

Thousands of businesses use Vtiger CRM Open Source as a complete on-premise CRM application without the need to pay for expensive commercial licenses. Getting started is as easy as downloading the application, installing it on a server, and getting set up.

The open source edition is supported by a vibrant community of thousands of businesses, hundreds of thousands of users, and countless developers and partners that help shape its direction. That means that while its core functionality far surpasses that of alternatives, and it can be easily extended through the hundreds of plugins developed by professional Vtiger developers, and available on the extension marketplace. With all that, it’s no wonder that Vtiger’s free open source CRM ranks #1 in total downloads on SourceForge, at 4.5 million to date.

Policies and Licenses

Vtiger CRM is built using the following open source software and licenses:

The Vtiger Public License 1.1 (VPL 1.1) is based on the Mozilla Public License (MPL 1.1), and provides free use to anyone using it under the provisions of the license, covering the following add-ons:

  • Vtiger Outlook Plug-in
  • Vtiger Thunderbird Extension
  • Vtiger Office Plug-in
  • Vtiger Customer Portal

 

A full-featured copy of Developer Edition by Force.com

October 1, 2016

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