Neil McDonald's Dynamics CRM Blog

Restricting Hosted CRM Users From Browsing Active Directory

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When adding users to CRM via the Add Multiple Users wizard, it’s possible to view all users in Active Directory and then add them as CRM users

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In a hosted environment, this is not ideal, as admin users for each organisation will be able to see users from all other hosted customers.

With CRM 4, there was a method of restricting users to only browse users in a particular business unit (see here). Unfortunately, this tool does not work with CRM 2011.

By looking at an old CRM 4 instance, I had a hunt around to see which settings were actually changed by the config tool to see if they would still work in CRM 2011. Thankfully, I found where to add the settings and it still appears to work in CRM 2011.

Note: The rest of this post involves making changes directly to the MSCRM_CONFIG database and this is completely unsupported. Please only try this if you have your CRM databases backed up. Please try it on a test environment first. Read the rest of this entry »

Written by neilmcd

December 20, 2012 at 6:14 pm

Posted in CRM 2011

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Import a Solution Without Form Customisations

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I’ve been using a solution recently which I really like, but it has added quite a lot of new fields, tabs, sections etc to my default entity forms which I didn’t really need.

I want some of the features of the solution, but without the form customisations. To get around this I took a look inside the solution zip file.

Note: You should check that the solution does not rely on the form changes by performing this on a dev system first. Also, make a backup copy of the solution and your MSCRM database. In this case, I’m using a managed solution, so the changes can be easily reversed by uninstalling.

Solution1

I extracted the customizations.xml file to my machine and opened it up in Notepad++. In this case we’ll look at the Account entity.

Solution2

If you scroll through the Account entity, you’ll eventually get to the <FormXml> element. I find it easier to get the <EntityInfo> element out of the way by minimising it with Notepad++. It saves me scrolling through 2500+ lines.

Solution3

The <FormXml> element contains all of the form customisations which are going to be imported i.e. fields to display, sections on-load/on-save script etc. Read the rest of this entry »

Written by neilmcd

August 16, 2012 at 3:41 pm

Posted in CRM 2011

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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

January 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

April 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

February 25, 2011 at 6:43 pm

Posted in CRM 2011, Misc