Archive for the ‘MS Dynamics CRM’ Category

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.

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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.

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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.

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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.

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Microsoft Dynamics 365 Project Service Automation Add-in for Microsoft Project

December 19, 2016

The Dynamics 365 Project Service Automation Add-in for Microsoft Project gives users the ability to manage their PSA project plans in the familiar project management tool, Microsoft Project.

From within the Add-in, users can read and publish project plans to Dynamics 365 Project Service Automation with the click of a button.

• Quickly and easily import project plans and project templates from PSA into Microsoft Project.

• Publish project plans and templates to PSA.

• Create project teams inside of PSA from Microsoft Project.

• Find and assign PSA resources to project plans from within Microsoft Project.

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Microsoft Dynamics CRM Field Service Demo Data

December 3, 2016

Demo data for Microsoft Dynamics CRM Field Service

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Microsoft Dynamics CRM Project Service Automation Demo Data

December 2, 2016

Demo dataset for Microsoft Dynamics CRM Project Service Automation capabilities

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Data Importer For SharePoint & Office 365

November 15, 2016

(Free / File / Document / Document Set / List Item / Folder / Wiki Page / Publishing Page / CSV / OleDB / Database / Access / Bulk Import For SharePoint / Office 365 / SharePoint Online / 2010 / 2013 / 2016 / Server / Foundation )

Quickly import large volumes of documents, folders, items into SharePoint document libraries and lists.

For further information, help and assistance please refer to the documentation tab – Documentation

You can also download from and get help using DIFS from the DIFS project on GitHub.

DIFS gives you a simple user interface;

Imports can be configured using XML settings files.  When you install the software you will find some examples in the “Examples” subdirectory.  You can change these to suit your needs.

Using a folder item destination you may create a folder structure and those folders can be assigned meta data;

Using a document destination you can bulk import documents, setting content type and meta data at the same time;

 

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How to Synchronize CRM Online with your Active Directory

November 7, 2016

There are several exciting benefits to CRM Online being part of the Office 365 ecosystem, but one of the biggest is the ability to link your company’s Active Directory system to CRM. This allows you to manage all your users in one place, sign in to CRM Online with your existing credentials (known as single sign-on, or SSO), and even control access to multiple CRM organizations by using Active Directory. In this article, we’ll explain the benefits of setting up Active Directory federation with CRM Online, explain how to setup SSO and Active Directory synchronization, and answer some of the most common related questions.

If you have a large organization that uses Active Directory to manage your users and groups, setting up Active Directory synchronization will allow you to manage all of your CRM Online users in a central location, avoiding the need to manage multiple user accounts and passwords. In the Office 365 portal, each user record automatically includes user details such as phone number, which is populated from the corresponding user entry in Active Directory. After you assign a CRM license to a user in the Office 365 portal, the user (and all associated details) will appear within the CRM application. If the user’s name or other information is updated in Active Directory, any changes will automatically propagate to CRM.

Before setting up Active Directory synchronization, you’ll should check out the Single Sign-On Roadmap and decide if you are interested in setting up SSO. With SSO, users will not need to enter a user name and password to access CRM. Instead, users browsing to the CRM Online website will automatically be authenticated by using their existing Active Directory credentials. If setting up SSO is not feasible in your environment, consider the less complex alternative of using Password Sync, which will seamlessly synchronize your Office 365 account passwords with those in your Active Directory.

After you’ve determined whether or not to use SSO, you’re ready to set up the Active Directory synchronization. To make this process easier, we have provided a tool called DirSync, which empowers you to control and manage user accounts in the traditional way by using Active Directory Users and Computers. Many of the attributes from your local AD Global Address List (GAL) can be synchronized automatically to the cloud.

So, what are the requirements for a DirSync computer? To get started you will need an Office 365 subscription, an Active Directory forest, a directory synchronization computer that meets these prerequisites. For complete details about DirSync prerequisites, installation, and use, see the DirSync Roadmap or follow the “Set up” links that appear on the Office 365 Admin Center.

You can also use the DirSync tool to control multiple CRM organizations by using Active Directory security groups. If your subscription includes multiple CRM instances, the CRM Online Instance Picker also provides the ability to control which users have access to each CRM instance by specifying an Active Directory security group.

For example, if you have a test instance of CRM that your expert customizers use to try out new additions to CRM, you may not want all of your employees with a CRM license to be able to access it. If the customizers are already part of an Active Directory security group, just specify that group as the Instance Security Group, and only the customizers will be able to see the test instance.

Here is an example of setting up an Instance Security Group for a CRM instance:

Step 1: Create the group in Active Directory:

Step 2: After the group is synchronized to Office 365, log in to the Office 365 Admin Center as an administrator and then from the Admin menu, select CRM.

Step 3: Finally, edit the development organization instance in the CRM Online Instance Picker to use your Active Directory security group.

 

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