Neil McDonald's Dynamics 365 Blog

Posts Tagged ‘crm2011

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.

1

becomes…

2

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

3

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).

1_cycle_through_pages

Stop the profiler and take a look at the results

2_profiler

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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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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CRM 2011 Repeated Login Prompt

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Updated at the bottom for the CRM 2011 Release Candidate.

I’ve had this issue recently and it was driving me crazy. The CRM worked fine from the server with http://localhost and http://server-name, but if I tried to access it from anywhere else, I was repeatedly asked for login credentials. I got around it temporarily by adding a host header to the site, but this still caused me problems when trying to access the web services.

I’ve read some articles suggesting the below method to fix this:

  • go to IIS manager
  • select the CRM website
  • select Authentication
  • select windows authentication
  • click on Providers, and add kerberos as the second enabled provider after NTLM

Unfortunately, this didn’t work for me. Instead, I got it working by editing the file  %windir%system32inetsrvconfigapplicationHost.config as below.

For all of the CRM web site nodes find and replace all instances of: –

<windowsAuthentication enabled="true" />

with

<windowsAuthentication enabled="true" useAppPoolCredentials="true" />

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Written by neilmcd

Dec 10, 2010 at 5:00 pm

Posted in CRM 2011

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Upgrading a CRM 4 Organisation to Dynamics CRM 2011

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I’ve posted another short video, showing how easy it is to upgrade a Dynamics CRM 4 organisation to Dynamics CRM 2011.

The steps involved were: –

  • Backup current CRM 4 organisation
  • Restore the database to the SQL server hosting the other CRM organisations
  • Use the Deployment Manage import wizard
  • Map any users that exist in the organisation to Active Directory accounts. If you are restoring to a server in the same domain, auto mapping users should work fine
  • Run the import
  • Log in and test

I did this using the all in one virtual server I had set up previously, which is proving to be a great little training ground!

Written by neilmcd

Sep 15, 2010 at 4:00 pm

Posted in CRM 2011, CRM 4

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Dynamics CRM 2011 Solutions

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Solutions

Another nice new feature of Dynamics CRM 2011 is the ability to create solutions. A solution is a way to package up your CRM business application into an easy to manage and deploy package.

Create_solution

To create a solution, first you must give it a name, select a publisher and give it a version number. A publisher typically contains the details of the ISV which will be listing an application in the Dynamics Marketplace. Versioning is method of determining whether you are running the most up to date solution inside your CRM 2011 system. Read the rest of this entry »

Written by neilmcd

Sep 14, 2010 at 4:00 pm

Posted in CRM 2011

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