Tag - CRM Study Guides

Dynamics CRM 2013 Implementing Claims and IFD

Scenario 1 (CRM and ADFS installation on same box)

  Basic requirements One Public IP is needed One SSL Certificate is needed (wild card certificate preferred) ADFS should use default website port 80 and SSL port 443 on IIS CRM could use port 5555 and SSL port 444 on IIS DNS need to be configured on the Domain Controller machine under the public domain lookup zone. Following are the A records for proper CRM URL resolution
  1. ADFS Server URL(External Domain)
  2. Dev URL(CRM Discovery Service end point)
  3. Auth URL(CRM IFD Federation end point)
  4. Org URL(Organization of CRM)
  5. Internal  CRM URL(CRM Claim Federation end point)
(more…)
Read more...

Dynamics CRM Email Tracking and Email Duplication

I found this interesting article written by powerobjects, i thought it would worth of sharing with my readers. Email Tracking It may not be suggested to keep employees as contacts in a customer-focused implementation of Microsoft Dynamics CRM because of the perceived problem of email tracing from Outlook. When you track an email from Outlook, it will track the email against the CRM record of everybody on the email (either sender or recipients). When you have an employee as a contact in CRM, that contact record will show all the email the employee ever sent or received under Closed Activities.   Email Duplication Database administrators might be looking at this kind of email tracking with concern about how often the same email is being duplicated. When an email is tracked in CRM, it is NOT duplicated for each contact it is tracked against. A single email is merely ‘related’ to each contact. However, there is increased potential for duplicate records when you have employees in CRM. That is because when an employee sends and email to another employee and tracks the email, it may be tracked again when the 2nd employee receives the email. If You MUST Track Employees in CRM If you must track employees, there are some options for you to avoid the email tracking conflicts described above. Option 1 – Use Contacts but Create Email Aliases Use the contact record for employees, but create an email alias for each employee that is used only for CRM. Since CRM uses an exact match on email address in order to identify which contact to track email against, an alias will fool it. The email will not be tracked against the employee UNLESS it is Set Regarding the employee contact directly. Option 2 – Use Users Some organizations are uncomfortable with a single person having two records (Contact and User). To resolve this, they enter all employees (even non-Users) into CRM as users and then deactivate the users who do not need licenses. If choosing this route, employee lookups would need to be modified in order to include inactive records. This may make some tasks difficult, such as updating the employee records, either with workflow or manually. Since they are inactive, then they would be read-only. Option 3 – Creating a Custom Entity By creating a custom entity for employees, it gives you the flexibility to edit the records easily, but also to NOT have to create an email alias. Custom entities can be email-enabled so that email notifications can be sent manually or via workflow. Final Thoughts In considering how best to store employees in Microsoft Dynamics CRM, don’t forget to consider security. Determine who needs to access (view, edit, and delete) employee records, and who does not need to access. If you repurpose contacts or users for employees, you will have less control over security because your security model must support multiple uses of the same entity. By creating a custom entity for employees, you can control the rights separately.   Reference: http://www.powerobjects.com/blog/2013/04/03/options-storing-employees-in-crm-2011/ If you like this post please click LIKE and visit my sponsors thanks !!!
Read more...

Enabling Dynamics CRM 2011 Auditing

In Dynamics CRM auditing can be enable at three levels; organisation, entity and field. To enable auditing on entity level, auditing should be enable on organisation level first. Same case is with field level auditing, it should be enable first at entity level. Entity Level Auditing Warning: If auditing is not enable at organisation level, you will get following warning message under Data Service section. (more…)
Read more...

Dynamics CRM 2011 serious problems when disabling business unit

Any business unit other than root business unit can be disabled in CRM 2011. This is done when you no need of this business unit anymore. Before disabling a business unit please consider this problems.
  1. When you disable a business unit, it not only disable this business but also disables all its child business units as well.
  2. The user who are assigned to these business units will also be disabled and they will not be able to login Dynamics CRM. However these user will still exist in CRM and their license will not be revoked.
  3. You cannot assign users to disable business unit.
  4. Same case with child business units, they cannot be assigned to disabled business unit.
  5. When you disable business unit, no data associate to business unit will be deleted.  (more…)
Read more...

Dynamics CRM 2011 Record Count Limit

In this post i am going to explain, how you can change default record count limit for views. When you run any saved view or create new view, it shows you maximum record count 5000. If there are more than 5000 records then record count shows you 5000+ records but you are not still sure how many exactly records are stored in CRM. In one of my previous posts i explained how you can get record count by exporting your view data into excel spread sheet  . But there are still limitations, Dynamics CRM 2011 does not allow you to export more than 50k records into spread sheet. If your records are less than 50k probably you can use this method or fellow the steps to change record count limit. (more…)
Read more...

How to Increase the Maximum Records exported to Excel from CRM Dynamics

In this post I am going to explain how we can increase maximum number of records that can be exported from CRM Dynamics 2011 to Excel spread sheet. By default maximum number of records can be exported are 10000 using the “Static worksheet with records from all pages in the current view” feature. Even if you export more than 10,000 records, only first 10,000 records would be visible. It is quite hard to find exact number of records in this way. To increase this default parameter value you need to update MaxRecordsForExportToExcelcolumn in OrganizationBase. This can only be done in SQL Server management studio. Please follow these steps:
  1. Open SQL      Mangement Studio
  2. Use the      <your organization>_MSCRM database
  3. Open the      OrganizationBase table
  4. Locate the      column  MaxRecordsForExportToExcel
  5. Run Update      Query to change the value to the new value
 1. Select MaxRecordsForExportToExcel From OrganizationBase 2. Update OrganizationBase Set MaxRecordsForExportToExcel=50000 In my case there is only one record in OrganizationBase table that’s why I didn’t write where condition. If you are having more than one organization records in this table, you should have to apply where condition to specify which oranization’s MaxRecordsForExportToExcel value you are changing, otherwise it will change for all organization’s MaxRecordsForExportToExcel value to 50,000. If you like this post please click LIKE and visit my sponsors thanks !!!
Read more...

How to Install CRM Dynamics 2011 Outlook Client

In this post i am going to explain, how you can install CRM Dynamics 2011 Outlook Client.

Prerequisites

The following prerequisites are required before you can install and use the full functionality of Microsoft Dynamics CRM:
  • Internet Explorer 8 or 9 (although IE8 will work, IE9 is highly recommended)
  • Microsoft Outlook 2010
  • Client operating system: Windows 7, Windows XP, Vista
  • CRM account access
  • You must be an Administrator on your PC to install new software.
 

Installation Process

Preparation

Ensure Microsoft Outlook is closed prior to the installation.

Client Software

Download the following client software file and save it in your Downloads folder: http://download.microsoft.com/download/4/6/6/466BA2EA-4A6B-4623-86A4-B205A7B3A7F9/CRM2011-Client-ENU-i386.exe Information about this download can be found here: http://www.microsoft.com/en-gb/download/details.aspx?id=27821

Update Software

Download the following update file (‘rollup 10’ - version 05.00.9690.2730, published: 16/08/2012) and save it in your Downloads folder: http://download.microsoft.com/download/3/6/0/36048F57-2D2A-412C-9C53-AF9BE5AC1378/CRM2011-Client-KB2710577-ENU-i386.exe Information about this update can be found here: http://www.microsoft.com/en-gb/download/details.aspx?id=30711

Install the client

    1. Run the following file that you downloaded in your Downloads folder: CRM2011-Client-ENU-i386.exe
    2. This will prompt you for a location to extract the files:
    3. Ensuring ‘Desktop’ is selected first, click on the ‘Make New Folder’ button.
    4. Create a folder for example CRM:
    5. Select it and click on ‘OK’.  The files will extract which may take several minutes:
    6. The installation will automatically start the ‘Microsoft Dynamics CRM 2011 for Outlook Setup’ wizard.  Follow the steps in the wizard, accepting all default options.  The process may take several minutes:
CRM Client for Outlook
CRM Client for Outlook
Do not restart Microsoft Outlook at this point.  Proceed to install the update instead

Install the Update

  1. Run the following file that you downloaded in your Downloads folder: RM2011-Client-KB2710577-ENU-i386.exe
This will start the Update Rollup wizard:
Rollup 10 CRM Dynamics
Rollup 10 CRM Dynamics
2. Follow the wizard through until the end:
Update Completed CRM Rollup
Update Completed CRM Rollup
 

Configuring Microsoft Dynamics CRM for First Use

After Microsoft Dynamics CRM has been installed on a PC, the first time every user of that PC runs Outlook, the configuration wizard will automatically start.  This will only once, per user, per PC:
  1. Launch Microsoft Outlook.
  2. The configuration wizard should automatically start:
Dynamics CRM for Outlook
Dynamics CRM for Outlook
  If the configuration wizard does not start automatically, you must run it manually by clicking on the ‘Configure Microsoft Dynamics CRM for Outlook’ button on the new ‘CRM’ tab on the Microsoft Outlook ribbon:
CRM Client Configuration
CRM Client Configuration
  3. Enter ‘Your Server Address‘ into the ‘Server URL’ field and click on ‘Test Connection’.  The correct ‘Organization Information’ should automatically populate: 4. Select ‘OK’ and the organisation will be added and initialised:     Microsoft Dynamics CRM can only allow one PC to synchronise with Microsoft Outlook at any one time.  If you have previously installed or used Microsoft Dynamics CRM on another PC, that PC will automatically be set as the synchronisation client. When you use Microsoft Dynamics CRM on a different PC, if it detects that you have already have a synchronisation client, it will prompt you as follows:
CRM Dynamics Sync Message
CRM Dynamics Sync Message
  You should always answer ‘Yes’ to this question if you want your work in Microsoft Dynamics CRM to be synchronised immediately with Microsoft Outlook.  If you select ‘No’, the work you have carried out in Microsoft Dynamics CRM will not be synchronised until you next run Microsoft Outlook on your other PC. If you answer ‘Yes’ to this message, when you return to your other PC, the same prompt will appear and again you should answer ‘Yes’.

If hope you liked this post, please share and visit few of my sponsors thanks

Read more...

CRM Dynamics Advance Find and Create Views

In this post i am going to explain how to create advance find and save these complex advance find queries into views, so that you can reuse them in future. Advance find can be used to search for records with certain criteria you choose. With Microsoft Dynamic you look your data in different ways by using views. System views provide a predefined view of each record type. For example this view shows active contacts. Please note i am explaining advance find using CRM Dynamics 4 according to my customise environment, it might be little bit different as compare to your system but the concept is same.
CRM Advance Find
CRM Advance Find
(more…)
Read more...