Neil McDonald's Dynamics 365 Blog

Archive for the ‘CRM 2011’ Category

CRM Email Router and Office 365

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We were recently moved from Microsoft Business Productivity Online Standard Suite (BPOS) to the new Office 365 platform.

BPOS was built on the 2007 range of Microsoft’s server products, so the step up to SharePoint and Exchange 2010 is very welcome.

However, I needed to reconfigure our CRM email router to process emails from the new system.

I tried all sorts of weird and wonderful email server URLs and kept being greeted by ‘401 Unauthorised errors’. Using auto-discover seemed to work for a few of the mailboxes, but it was very slow and occasionally stopped working until the Email Router service was restarted.

Finally, I got it working. After accessing webmail from the 365 portal, take the URL from the address bar and adapt it for the Exchange web service URL e.g.

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becomes…

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My Email Router configuration profiles for both outgoing and incoming mail look like this: –

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Now when testing the connection on users and queues, I’m greeted with the familiar Incoming Status: Succeeded message.

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Written by neilmcd

Jan 20, 2012 at 4:39 pm

Posted in CRM 2011

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Add a CRM Calendar to a dashboard

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Dashboards in Dynamics CRM 2011 are a great way to visualize data. Did you know that they can also be used to view pretty much any other web content?

I’ve recently had a requirement to add the CRM Calendar to a dashboard. I could have simply added a list of appointment activities to the dashboard, but the actual calendar control looks a lot nicer.

To do this, first we need to get the URL of the Calendar page. Load up the IE developer tools (F12 in IE9) and start a profiler. Now navigate to the calendar in CRM and click on ‘Month’, ‘Week’ and ‘Day’ (we want the URL for each page).

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Stop the profiler and take a look at the results

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As you can see, we’ve got the URLs of the 3 calendar views needed for the dashboard. The URL seems to contain a parameter for the current date in ISO8601 format (YYYY-MM-DDThh:mm:ss). We’ll have to deal with that inside of our web resource.

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Written by neilmcd

May 10, 2011 at 4:00 pm

Posted in CRM 2011

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CRM 2011 Update Rollup 1

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Update Rollup 1 for Dynamics CRM 2011 has been released and fixes a lot of issues. You can get the update from Microsoft downloads now or wait for it to be pushed out via Windows update on 26th April 2011.

Written by neilmcd

Apr 8, 2011 at 7:54 am

Posted in CRM 2011

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Microsoft Community Contributor Award

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Mcc11_social-media_logo

Well this was a nice way to end the week!

I’ve just received an email from Microsoft informing me that I have been recognised with a Microsoft Community Contributor Award. This is awarded to people who freely contribute their time to helping others in Microsoft online communities.

I’m honoured, thank you Microsoft!

Written by neilmcd

Feb 25, 2011 at 6:43 pm

Posted in CRM 2011, Misc

CRM 2011 On-Premise Released!

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Microsoft have just posted the final release of CRM 2011 On-Premise. You can download the installer from here and pick up the implementation guide here. To install, you will need to use the 90 day trial key provided and you will be able to purchase full license key from 1st April 2011. Users with active software assurance plans should get their license keys earlier, although there is nothing in my licensing portal just yet.

Written by neilmcd

Feb 17, 2011 at 1:35 am

Posted in CRM 2011

CRM 2011 Add Multiple Users Error

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I’ve been having an issue when trying to add multiple users on the CRM 2011 release candidate. I could add individual users fine, but the multiple users wizard showed the below error after selecting the license type and authentication provider.

Ldaperror

I looked in the event viewer and saw this message

Exception information:     Exception type: ActiveDirectoryObjectNotFoundException     Exception message: The specified domain does not exist     or cannot be contacted.

I could add users fine individually, so my domain could definitely be contacted, so why was this error only occuring when trying to load multiple users? I turned on tracing, which displayed this:

Process: w3wp |Organization:38fbda44-2715-e011-8b1e-00151d004a11 |Thread: 4 |Category: Exception |User: 00000000-0000-0000-0000-000000000000 |Level: Error | SystemLabelDictionaryCacheLoader.LogDetails

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Written by neilmcd

Feb 11, 2011 at 6:00 pm

Posted in CRM 2011

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IFD with Microsoft Dynamics CRM 2011

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Michael Guthmann has posted a great video showing how to configure CRM 2011 for an internet facing deployment (IFD). You can read his post and watch the video on the Dynamics Team Blog. I have also embedded the video below.

Update: Jim Glass has now posted an updated IFD ‘how to’ which I’ve embedded below.
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Written by neilmcd

Jan 18, 2011 at 5:40 pm

Posted in CRM 2011