Archive for the ‘MS Dynamics CRM’ Category

OurCRMTool

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.

Sparkle XRM

May 1, 2016

An open-source library for building Dynamics CRM XRM solutions using Script#, jQuery & Knockoutjs.

Build client slide HTML webresources with all the productivity of c#. Migrate from Silverlight webresources using the MVVM data binding. Share code between the server and client.

Download

Sparkle XRM currently has a stable release for CRM2015 and preview releases for CRM2011/2013.
You can download the managed solution from Git Hub
If you would like to contribute to this project, please GET INVOLVED

Microsoft Dynamics CRM Personal Views Manager Utility

April 14, 2016

With Microsoft Dynamics CRM 2016, even under the System Administrator Security Role, you can’t view (nor edit, share, assign or delete) other users’ Personal Views. Via the application UI, only the view owner can manage it.

This project implements a utility which allows you to manage other users Personal Views, as long as you have the prvActOnBehalfOfAnotherUser privilege, which is granted by default by the built-in Delegate and System Administrator Security Roles.

Personal Views Manager.gif

This utility can be especially useful in the following scenarios:

  • A user who shared his Personal Views with other users or teams has left the organization and now no one can edit or delete these views which are irrelevant or just annoying
  • A user has defined and shared a resources hungry Personal View which execution make the application grind to a halt

To use this utility, import the downloaded Solution to Microsoft Dynamics CRM 2016 Organization, open it and navigate to the Configuration tab.

Note: this solution will not work with Microsoft Dynamics CRM versions 2015 and below.

You can find additional details in the following post:
https://yanivrdt.wordpress.com/2016/04/11/mscrm-2016-admin-utility-personal-views-manager/

Download

CRM 2 Orch

March 17, 2016

Webservice to integrate easily Dynamics CRM to everything

This is CRM2Orch (cause initially was developed to create integration between CRM and System Center Orchestrator) and it’s a webservice.

I know what are you thinking… hei CRM does have webservices yet!. It’s true… but CRM2Orch is too easy to use that even my little brother can use it!

How it works ?

1) put it on iis
2) modify the web.config and insert url and credentials for your Dynamics CRM (on cloud or onprem) every versions from 2009
3) use the methods to interact with data and objects

more infos on my blog page https://blogs.technet.microsoft.com/techlazy/2016/03/15/integrate-your-dynamics-crm-every-version-with-the-world/

Download

Microsoft Dynamics CRM 2011 how to increase email attachment size over 32Mb

March 12, 2016

From time to time outlook client throws an exception while tracking email with attachments that attachment is too large. This is strange error due to fact that eg. email has two attachments (10Mb each) and CRM setting section is set to 32768 or 30720 (this two different values is another error).

Below I describe steps which provides overwriting build-in limitations – my goal is to set 64MB
First of all – this is unsupported method, any changes can be overwritten during RollupUpdate instalation.

    1. IIS setting modifications
      Open ISS manager -> Select CRM site -> open Request Filtering settings -> edit Feature Settings -> set Maximum allowed content length to 67108864FilteringRequestIISFilteringRequestIIS_FeatureSettings
    2. web.config modifications
      Edit configuration file from location C:\Program Files\Microsoft Dynamics CRM\CRMWeb -> search for first occurence maxRequestLength and set it’s value to 65536
    3. SQL modifications

      USE MyOrganization_MSCRM
      UPDATE OrganizationBase
      SET MaxUploadFileSize = 67108864
      SELECT MaxUploadFileSize FROM OrganizationBase

      Original Source

MS Dynamics CRM and collaborate with your colleagues using Office 365 Groups

March 11, 2016

Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done.

You can use groups to collaborate with people across your company, even if they don’t have access to Microsoft Dynamics CRM Online. For example, you can create a group for your sales team and invite other Office 365 users to join the group, and then share documents, conversations, meeting notes, and OneNote information related to specific accounts or opportunities.

The groups solution works with any entities, even custom ones.

Collaborate through meetings, conversations, notes, or documents.

Prerequisites

  • You need to have an Office 365 subscription which includes Exchange Online and SharePoint Online.
  • Before you can start using Office 365 Groups, the groups solution needs to be deployed and turned on for your CRM entities. For more information, see TechNet: Deploy Office 365 Groups.

Create a group

  1. Go to the record that you want to create a group for. For example, Go to Sales > Accounts. (How do I get there?)
  2. Choose an account.
  3. On the nav bar, choose the drop down menu next to the account name, and then click Office 365 Groups.
  4. In the Welcome to Office Groups! section, click Create Office 365 Group.

Join a meeting

Group meetings help all members coordinate their schedules. Everyone in the group automatically sees meeting invites and other events.

  • Choose the meeting title to view meeting details.

Start a conversation

Having a group conversation is a way to communicate with group members. The conversations section displays each message, where you can read, reply to, and create new conversations.

  • To start a new conversion, in the Start a group conversion box, type in your message.
  • In the Conversations section choose a conversion to read and reply to it.

Add notes

Share notes with everyone in your group using the shared OneNote notebook. OneNote lets multiple people write in the same notebook, on the same page, at the same time, and it automatically merges everyone’s changes.

  • In the Notebook section, choose the group’s notebook. When OneNote opens, add your notes.

Share documents

When you create or upload a file in the group’s OneDrive for Business page, it’s automatically shared with all members of the group. When you add members to the group, they automatically get shared access to the files. By default, only group members have view and edit access to the files. When you create a group in Microsoft Dynamics CRM, it’s set to private, so only the group members can see information about the group including files, conversations, or even the group itself.

  • To see the latest list of documents, refresh the list using by choosing the refresh icon.
  • To upload or manage all of your documents in OneDrive for Business, click Open OneDrive.

Use the Office 365 Connectors for Groups

Use the Office 365 Connectors for Groups to connect new or existing Office 365 Groups with CRM Online so the group is notified when new activities are posted. To set it up, follow these steps:

  1. Enable the Developer Preview. See: https://dev.outlook.com/Connectors.
  2. From within the Office 365 Groups web app, create or choose an Office 365 Group.
  3. Choose Connectors.
  4. Choose Dynamics CRM Online.
  5. If you have access to more than one CRM Online organization, choose which organizations to connect to this Office 365 Group. If you only have access to one CRM Online organization, this step will be skipped and you will advance to the next step.
  6. Choose the CRM record you want to connect this Office 365 Group to.

 

Free ebook: Deploying Windows 10: Automating deployment by using System Center Configuration Manager

March 11, 2016

We’re happy to announce the release of our newest free ebook, Deploying Windows 10: Automating deployment by using System Center Configuration Manager (ISBN 9781509301867), by Andre Della Monica, Russ Rimmerman, Alessandro Cesarini, and Victor Silveira.

Get a head start deploying Windows 10—with tips and best practices from experts in the field. This guide shows you how to deploy Windows 10 in an automated way without impacting end users by leveraging System Center Configuration Manager, which is the most used product to deploy Microsoft operating systems in the industry today.

Microsoft Dynamics CRM 2016: Voice of the Customer surveys

March 10, 2016

Voice of the Customer surveys is out of preview and is now a feature in Microsoft Dynamics CRM Online 2016 Update 0.1. With Voice of the Customer, you can create and send out surveys to get feedback from your customers about your products or services. Respondents can take the surveys on a phone, tablet, or computer. You can see your customer’s feedback history as you work a sale or resolve a service case.

The survey analytics included with the Voice of the Customer solution help you use customer feedback to identify gaps in service, run targeted marketing campaigns, and send offers to increase sales.

Notes

If you installed Voice of the Customer as a preview feature and now want to use the final version, you need to uninstall the preview version of the preferred solution first, and then install the final version.

Voice of the Customer is only available in CRM Online, and is not available for on-premises installations.

Video

For more information about installing and using the Voice of the Customer preferred solution, see Get feedback with Voice of the Customer surveys.

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

March 9, 2016

Issue on Email router when I clicked on any random user and clicked on Test Access button; I received another Error:

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.

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’

Source: Ashwani Ashwin Blog

Service Level Agreement (SLA) in MS Dynamics CRM

March 7, 2016

Service Level Agreement (SLA) in Dynamics CRM – Introduction
https://www.youtube.com/watch?v=9BKz0LiElV4

Using Service Level Agreement (SLA) with Entitlement in Dynamics CRM
https://www.youtube.com/watch?v=-37b2ObwBDg

Implementation Challenges with Service Level Agreement (SLA) in Dynamics CRM: Part-1
https://www.youtube.com/watch?v=qeSvq6nrrUY

Implementation Challenges with Service Level Agreement (SLA) in Dynamics CRM: Part-2
https://www.youtube.com/watch?v=w9ewbRxagMA


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