Archive for the ‘MS Dynamics CRM’ Category

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

Learn how to use the tool with the Integration Tool Tutorial

Download the Integration Tool V1.16 here:


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!


  • 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:
Releases will be published here in future as well!


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.

View FetchXML

August 6, 2016

Instead download FetchXML and view it by XML Editor, this solution help you view FetchXML on then fly in Advanced Find window

Some pictures after download and install

View FetchXML button added near the Download FetchXML button

Now create a sample query

View it by XML Editor (Visual Studio Code)

View FetchXML by click on button View FetchXML


ScriptEase for Microsoft Dynamics CRM 201x

August 1, 2016

ScriptEase allows you to edit and maintain your Microsoft Dynamics CRM JavaScripts on your local hard-drive and ScriptEase automatically synchronizes all the changes with CRM.

In comparison to other JavaScript tools SciptEase is more or less a “synchronization service” that runs in the background. ScriptEase observes a folder (incl subfolders) and synchronizes script file changes with a CRM organization.

Work with Visual Studio, edit and save your file …
one second later, your WebResources in CRM are up-to-date!

There’s no need to update or publish scripts anymore. And if a local file is not in sync with your CRM Organization (TFS and CRM are out of sync!) … ScriptEase will let you know:

With this basic idea, the rest comes for free:

  • TFS (Source Control integration)
  • Support for XRMPageTemplate, etc.
  • Suport for the SDK best practices (script naming conventions)
  • Support for multiple developers working on the same CRM Organizatin / Solution


CRM Maintenance Job Editor

July 25, 2016

The CRM Job Editor has been made available to help you reschedule jobs that have caused performance issues when executing during the day, it will allow you to edit the scheduling recurrence pattern as well as the next runtime of the jobs without having to make any SQL updates. For questions please post in the discussions or issue tracker area. For other reading about CRM please refer to the blog the team and I post to:

See the releases page for other CRM editions.

Project Description
This utility is to be used for editing the CRM maintenance jobs automatically scheduled by the installation of CRM (ie: reindexing job, workflow cleanup, etc).

Applies to:
CRM 2011, 2013, 2015, and 2016 OnPremise and Service Provider Edition – this does not apply to CRM Online. To edit your OrgDBOrgSettings (which apply to OnPrem and Online) visit my other project:

Issue Tracking and Discussions
There is no official support for this utility (through nor via Microsoft); if you have any issues use the issue tracker to log the problem. This utility is not intended to be a ‘community’ developed utility but I encourage the community to discuss and comment on this project. When adding Issues please add as much information (including screenshots) to assist me. If you have comments please feel free to contact me via e-mail through this site; or by posting a comment.


Performance Analyzer for Microsoft Dynamics (DynamicsPerf 2.0)

July 14, 2016

Performance Analyzer for Microsoft Dynamics (DynamicsPerf 2.0) is a toolset developed by Microsoft Premier Field Engineering. This toolset is a set of SQL scripts to collect SQL Server DMV data and Microsoft Dynamics specific product data persisted into a singular database called DynamicsPerf. This allows for quick resolution of performance issues on Microsoft Dynamics products (CRM, AX, GP, NAV, SL)

Download the 2.0 version

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://* 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.

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.


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.

Dynamics CRM Custom Email

May 26, 2016

Dynamics CRM Custom Email is an utility for Microsoft Dynamics CRM which provides several capabilities to extend the email functionality of the platform based on supported customizations.

Solution features:

  • Ability to create Email Templates for custom entities. Today CRM doesn’t allow it yet out of the box.
    • Dynamics fields can contain any type of attribute (e.g. Text, Numeric, Lookup, DateTime, etc)
    • Lookup dynamics fields can have any level of relationships level (e.g. Opportunity => Customer Contact => Parent Company)
    • Ability to apply formats on dynamic fields using ToString function (e.g. Money with 2 decimals, UK Date Time format)
  • Ability to reuse attachments from different templates (e.g. Two different emails with attachments will use the same physical file)
    • Reduce storage
    • Dynamics CRM only allows to reuse attachments using bulk emails where files must be attached to the same template.
  • [Coming Soon] Attachments Viewer
    • Ability to view actual physical attachments and emails/templates that are using those
    • This tool is specially useful in a Online organisation, where there is not an UI option to see the physical files of the system (In On-premise you could go to the CRM DB / attachments table)

Microsoft Dynamics CRM supported versions:

  • CRM 2013, CRM 2015
    • Online
    • On-premise

Learn how this CRM utility has been developed in the Development page.

Sample Template design and resultant email:
DXTools - Sample Payment Email Template 20141219.png

Resultant Email:
DXTools - Sample Payment Email 20141219.png


May 23, 2016

OurCRMTool is a set of useful tools for Microsoft Dynamic CRM programmers and administrators.

Security role analyzer, is a tool that allows you to check the permission to each entity by User, Team or security role. just need to choose an entity, the type and depth of the permission that you want to check, and you will get a list of all the system users, team and security roles that match your criterion.

User settings update, is a tool that allow you to set up all kind of system user setting in a bulk edition. For example set a time zone, currency, limit of record per grid, select a default dashboard, user’s working hour and more. All this for multiple users at ones.

Compare Roles, very useful tool to compare two security roles

Roles not assigned, will help you find if there is a role that is not been used

Compare record between two environments, is a tool that will allow you to compare record between two environments. very useful to check if you are missing a record or if the values are different.