Welcome back and Happy New Years Everyone. One of the items I love about using Dynamics 365 Online is the ability to use the Sandbox feature. In the past, with on-premises version of Dynamics, you had to take a database backup copy of Production system, file copy the database to Sandbox server, restore the database […]
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 […]
Active Directory Federation Services (ADFS) creates and manages the two certificates used for the tokens issued. These are the Token-signing and Token-decrypting certificates. By default, these certificates are valid for one year from their creation and around the one-year mark, they will renew themselves automatically via the Auto Certificate Rollover feature in ADFS. Once this […]
With the release of CRM 2016 (2015 Update 1 for CRM Online), comes a new form rendering engine (referred to as Turbo Forms in some circles) was built to provide better performance of form loads. The two main changes are focused around loading process of the form and the handling of the cache. However, while […]
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. 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 […]
This deployment and administration documentation, known as the Implementation Guide or IG in previous versions of Microsoft Dynamics CRM, is a set of comprehensive deployment and administration topics that can help you plan, deploy, configure, customize, and maintain Microsoft Dynamics CRM 2015 (on-premises) or Microsoft Dynamics CRM Online. http://technet.microsoft.com/en-US/library/hh699811(v=crm.7).aspx
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 […]
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 […]
We have a few customers still running CRM 3.0 after all these years. With the excitement of CRM 2013, they have decided to upgrade at one shot. Dynamics CRM 3.0 can upgrade to CRM 4.0, or one version at a time. The users don’t have be aware of this step, only the end game which […]
Microsoft has begun switching over many of our Microsoft Dynamics CRM customers to CRM 2013. Here’s some things you should know about the overall process: 1. Ensure you have another environment (test/dev) that matches your CRM production setup. This is a best practice by far. Not having a test environment, makes troubleshooting and changes in […]