Azure Medics Panel & First Webinar Date Announced!


We have several Azure MVPs & soon to be MVPS signed up to be your first panel for our upcoming Azure Medic Webinar on October 25th. Let’s introduce them here and make sure to follow them on twitter for additional content! I will be your host and moderator for these web events. More details and future webinar dates can be found on our Facebook page here: https://www.facebook.com/groups/1033129676804625/

Greg Leonardo https://twitter.com/gleonardo

Kevin D. Wolf  https://twitter.com/ByteMaster

Santoash Hari https://twitter.com/_s_hari

Scott Dorman https://twitter.com/sdorman

 

 

 


Override CRM dashboard limit to avoid your solution failing


When trying to upload a solution with more than the maximum number of dashboard components.

Message: “The Dashboard that you are trying to save has more components than the maximum number allowed. Remove some components and try again.”

dashboard

 
 
 
 

To resolve this issue, you can increase the Dashboard limit using Power

1. Retrieve and set the dashboard limit

  1. Open a Windows PowerShell command window
  2. Add the Microsoft Dynamics CRM Windows PowerShell snap-in:

2. Add-PSSnapin Microsoft.Crm.PowerShell

powershell_01

 
 

3. Retrieve the current setting:

$setting = Get-CrmSetting -SettingType DashboardSettings

4. Modify the current setting:

$setting.MaximumControlsLimit = 10

Set-CrmSetting -Setting $setting

powershell_02

 


ADFS setup error when using CRM 2016 and ADFS and Windows 2012 R2


An error occurred. Contact your administrator for more information” error when accessing CRM with ADFS/IFD set up.
After completing ADFS/IFD setup where ADFS is installed on a Windows Server 2012 R2 machine, you receive the below error:

 To resolve this issue you must enable Forms Authentication:

1.       Connect to the ADFS server

2.       Open the ADFS management console and click Authentication Policies

adfsauth

 

 

 

 

 

3.       Under Primary Authentication, click Edit next to Global Settings

adfsprimary

 

 

 

 

4.    Put a check mark in the Forms Authentication option on the Extranet and Intranet sections

adfserror

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5.    Click OK

6.       You should now be able to log in to CRM successfully

Thanks to Ian Holton, Client Field Engineer at Tribridge for putting this together!


Why You Should Have TCP Port 80 Open Outbound On Your ADFS Server?


Active Directory Federation Services (ADFS) performs a lot of tasks when it comes to authenticating users into CRM securely. One of those tasks in particular is a certification revocation check to validate that the certificates being used are still valid. ADFS completes this process by reaching out to certification revocation lists (CRLs) over TCP port 80 – basic HTTP communication.

What we’ve seen is that businesses will want to lock down their ADFS servers just to be on the “safe side” and that includes closing TCP Port 80 outbound (e.g. no internet access). If left in its default state, ADFS will break and cause authentication to fail as it knows that it is supposed to check the CLRs to validate the certificate before issuing a token to allow a user into CRM. If it cannot do this, it will not issue a token. You may see an error similar to the following in the ADFS event viewer logs after a failed authentication attempt:

adfsport80

 

 

 

 

 

 

 

 

Event ID: 364

Microsoft.IdentityServer.AuthenticationFailedException: MSIS3014: The encryption certificate of the relying party trust ‘https://crm.domain.com/’ identified by thumbprint ’01DEDF6E6F532BF7357457EBEC31DA82SFDA1234′ is not valid. It might indicate that the certificate has been revoked, has expired, or that the certificate chain is not trusted. —>

Microsoft.IdentityServer.Service.SecurityTokenService.RevocationValidationException: MSIS3014: The encryption certificate of the relying party trust ‘https://crm.domain.com/’ identified by thumbprint ’01DEDF6E6F532BF7357457EBEC31DA82SFDA1234′ is not valid. It might indicate that the certificate has been revoked, has expired, or that the certificate chain is not trusted.

So what are your options?

  1. Have your networking team open TCP 80 outbound on the ADFS server(s). This would also apply to all ADFS Proxies or WAP servers. While opening a port might seem less secure at face value it would actually be the opposite as ADFS is able to validate the certificates being used.

 

  1. The less preferred, but still acceptable, method would be turning off the Certificate Revocation Check of ADFS. The check is controlled individually for each relying party in ADFS so it would need to be turned off for all one by one. To do this open an admin PowerShell prompt and issue the following command:

                    Set-ADFSRelyingPartyTrust  -TargetName <relyingpartytrustName> -EncryptionCertificateRevocationCheck None

 


CRM 2016 available, but not ready for your Production Server just yet!


Over the last few weeks my colleagues and fellow MVP’s have been working on a few CRM 2016 systems. Our general thought is that a lot of this code is from the CRM Online 2015 code base, and should really be production ready. However, the Microsoft CRM team has been hard at work delivering new features, so looks like we introduced a few bugs.

I’m going to recommend that you wait for update rollup 1 before deploying to your production system. There’s still plenty of time to test and install in your dev and test systems as you wait for these fixes. Here’s the main areas:

  1. Overall Outlook 2016 Client Configuration and Usage Issues – Support Recommended to stay with 2015 client
  2. New Form Rending Engine slowing overall form performance – fix in the works for update roll up 1
  3. Tweaks to the 2016 Solution Engine, breaking some backwards capability while importing solutions – fix in the works for update roll up 1
  4. Mobile Client performance issues

So we will re-test about the update roll-up 1 and provide future recommendations when we feel this is ready for production. Remember that there are some best practices and one is two wait until the first update roll-up is available. Stay tuned.


Join me at CRMUG Summit in Reno NV October 13-16


Join me at the CRMUG Summit In Reno NV. This is the premier Dynamics CRM Event of the year. Don’t miss out, not too late to register below.

renosummit

 

More details..

http://www.crmugsummit.com/home

Here’s my preliminary schedule. Please refer to the website!

Monday, October 12

8:00pm-10:00pm @ Peppermill – Terrace Lounge Chapter Leader Bash

Tuesday, October 13

2:00pm-4:30pm @ Atlantis: Paradise D & E Volunteer Immersion at CRMUG Summit
5:00pm-8:00pm @ Hall 2 Welcoming Expo Reception

Wednesday, October 14

7:00am-8:00am @ Hall 1 Breakfast – Jump Into a Great Day
9:15am-9:45am @ Ballroom Lobby Networking Break
9:45am-10:45am @ D2 Getting Ready to Pull the CRM Trigger
11:15am-12:25pm @ C4 CRMUG Opening General Session – Microsoft Keynote
1:30pm-2:30pm @ D4 The CRM Superhero’s Tips, Tricks, and Toolbox
1:30pm-2:30pm @ D2 Scouting & Preparing as CRM GameDay Draws Near
2:30pm-3:00pm @ Ballroom Lobby Networking Break
4:00pm-4:30pm @ Ballroom Lobby Networking Break
4:30pm-6:00pm @ D2 ADFS & Upgrading with a Mobile State of Mind
6:00pm-8:00pm @ Hall 2 Expo Reception

Tribridge Customer Party – Invitation Only 7pm on..

Please contact me if your a customer or prospect and did not receive an invitation.

Thursday, October 15

7:00am-8:00am @ Hall 1 Breakfast – Jump Into a Great Day
8:00am-9:00am @ D2 Getting that CRM Upgrade to Purr Like a Kitten
9:00am-9:30am @ Ballroom Lobby Networking Break
10:30am-11:00am @ Ballroom Lobby Networking Break
11:00am-12:00pm @ C4 CRMUG General Community Session
12:00pm-2:00pm @ Halls 1 & 2 Networking Lunch and Expo
2:00pm-3:00pm @ D7 Going OnPremise to CRM Online
2:00pm-3:00pm @ C1 Take It to the Next Level with End User Experience Upgrades in CRM 2015
3:00pm-3:15pm @ Ballroom Lobby Networking Break
3:15pm-4:15pm @ D4 Ask the MVPs: Admin-Foundation Edition
3:15pm-4:15pm @ D7 Ask the Experts – User Adoption Edition: Enterprise CRM Strategies and Pitfalls to Avoid
4:15pm-4:45pm @ Ballroom Lobby Networking Break
4:45pm-5:45pm @ D2 Dissecting Multifaceted CRM Upgrades

Friday, October 16 – CANCLLED

8:00am-9:15am @ D2 Deployment Method of Choice  CANCELLED

 

 


CRM 2015 has been released.


The Microsoft CRM team has been hard at work. They have just announced the availability of CRM 2015 for both CRM Online and CRM OnPremise. Don’t worry, this is not the same major upgrade from CRM 2011 to CRM 2013, but rather more like a CRM 2013 SP2/3 release.

As of I have stated before, CRM platform has hit a nice maturity level, in where the interface and back office are very stable, scalable, etc., a lot like ERP system updates. Now, we will see even more new features and innovation for CRM, built on the same common platform. Here’s some great links!

What’s new in CRM 2015:

http://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

 Mobile Tablet Productivity Enhancements

https://www.youtube.com/watch?v=AsCVyFqGsZA

 

CRM Customer Center:

http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx

 

CRM Online Upgrade Video

https://www.youtube.com/watch?v=7f3KTlFaQ64

 

Videos and EBooks:

http://www.microsoft.com/en-us/dynamics/crm-customer-center/videos-ebooks.aspx

 

Hierarchical Security Modeling in Microsoft Dynamics CRM 2015

https://www.youtube.com/watch?v=kx5So32DrCo

 

Mobile Tablet Productivity Enhancements

https://www.youtube.com/watch?v=AsCVyFqGsZA

 


Join me at CRMUG Summit 2014!


summit

 

 

 

 

It’s that time of year again, when all the CRM User base gets together for the biggest CRM user group event of the year. CRMUG Summit is a great place to learn, network and do all things CRM! Some details to the event can be found here.

If you’re attending, see my schedule below. Stop by to ask a question or just say hello!

Dynamics Partner Conference Oct 13-14

DynamicsPartnerConfernence

CRMUG Summit 2014 October 15-17
cmrug

Please note the 2:15 session has been moved to 8am that morning, giving you plenty of time to catch your flights.

I will be at both the MVP sessions.
mvp

mvp1


CRM 2015 has been announced. Fall Release 2014.


Before you say not again!, CRM 2015 has been announced and should be available by years end. From my initial testing, I can tell you we have reached a very stable, almost turning point with our common CRM platform. Now, like the ERP systems, we are going to see functionality enhancements not system re-designs, while keeping the same interface with some small enhancements around performance and usability. Multi-entity search now available out of the box! 🙂

The CRM team has really delivered, and is keeping the momentum by delivering today. A great way to sum up this new releases to others, its like CRM 2013 R2, but since we had the time, we changed the name too! 🙂

Press Release:
http://www.microsoft.com/en-us/news/press/2014/sep14/09-16crmpr.aspx
Bob Stutz’s Blog:
https://community.dynamics.com/crm/b/crmconnection/archive/2014/09/16/marketing-sales-service-one-cloud-for-all.aspx
Customer Center Get Ready Page:
http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx