CRM 2013: Windows 8 Mobile Client – How to Pin/Create CRM Tiles to Start Menu


The Microsoft Product Team has done a great job delivering the Microsoft Dynamics CRM 2013 mobility clients for Windows 8 and IPADs. I noticed a screen shot on the web, where tile related to CRM we posted on the Windows 8 Start Menu for quick access.Screenshot (1)

I was trying to figure this out, and it’s rather simple. Once inside the Microsoft Dynamics CRM 2013 Mobility Client, the first page is the Mobile Dashboard. On that dashboard, you can select the view of activities, account, contacts etc by pressing on the name with your finger or your mouse and drag them down like you would an tile on the Windows 8 start menu.Screenshot (3)

This will bring up the bottom navigation bar. You can then choose to pin to start menu! As you can see this quick tip will let you immediately access your leads and opportunities right from the start! Enjoy.


CRM 2013: Graphical Understanding of the New License Model


We have been fielding a ton of questions in regards to the new Microsoft Dynamics CRM 2013 Licensing Model. I thought it would be helpful to share some licensing details:crmonlinelicensingdetails

So we have three new license types along with new costs.  Specially around costs, lets talk about two great new options INCLUDED with the new cost:

1. Mobility – Microsoft is going to give you mobility licenses for your Windows 8 and IPAD tablets out of the box. Q2 2014 Roadmap shows additional devices for Windows Phone, IPhone and Android devices.
** Note: Android devices might work out of the box, but will not be supported in the first release.

2. Free Instance – Microsoft is providing another free instance for development and test, which will be accessible by all your production user licenses. This is also following best practice to have an environment to develop, test and train in.

Another feature of the new license structure is to give the flexibility for different types of users. This allows the organization the flexibility to pick and choose licensing by user. This also introduces the most amount of questions! 🙂

Here’s the key – If the user is creating Sales Entities (Accounts, Contacts, Opportunities etc.) then they need the Professional License. If the user is a backoffice user only updating (Not creating these records), then they could use the basic license. (UPDATE: it appears creating account and contact records can be handled using the Basic License – Thanks Adam Vero for bring this to my attention). For XRM applications not making use of the main these records types can really benefit from the Essential license to access Customized Entities.

Here’s a great visual chart to determine what each of the licenses provide to help you choose which one. Once upgrade, the customer will be responsible to change the license types in the O365 portal after the upgrade.

crm2013licensebreakdown


CRM 2013: How to disable autosave so my plug-in code won’t be effected


With Microsoft Dynamics CRM 2013, the feature of auto save has been introduced. This feature is really long overdue, and its a feature we often overlook each day. For example, if your typing an email response on your cellphone, and the phone rings, you answer it and go back to work, right? When you returned, your email was right where you left off!

This is the same concept for CRM 2013, and not forcing users to constantly press save and close. As you work on the system the data is periodically saved as indicated by the icon on the button right of the new UI.

savediconcrm2013

saveiconcrm2013

 

 

 

As you can see above, the first ICON of the disc shows everything is saved. As you begin to work the icon changes letting you know you have unsaved changes to the page. If you wait for about 5 seconds the auto save feature will kick in and automatically save those changes for you!

While Microsoft CRM 2013 is certainly thinking ahead of design and form, many CRM 2011 plugins were designed to fire after a user saves a record. This save is captured and the plugin is fired, in this case, over and over again each time auto save kicks in.

Thankfully, Microsoft gave us an option to turn off auto-save for this release to help upgrading customers
whom may not have updated their plugin/sdk code as of yet. Please note, this feature will not be available in future releases, and your new designs should use the SDK Method that works with auto save.

For now, under system settings, you can click the button to disable to the auto save feature and save your upgrade and plugins! This will save you for now, but make sure to look to the future when considering to disable this useful option! Enjoy!

autosave2013

 

 

 

 

 

 

The CRM 2013 SDK also will provide insight into new methods available to watch the state of change.autosaveSDK

 


CRM 2011 Outlook Client: Disable Mapi Caching not working after UR 14


CRM 2011 Dynamics Customers testing and deploying update Rollup 14, have noticed that performance issues resolved in Outlook Client have returned. The registry key for Disable Mapi Caching appears to be no longer be working (reintroduces poor outlook client performance).

Microsoft Support has confirmed that the setting has now been moved to the OrgDbOrgSetting as follows:

DisableMapiCaching Boolean

AddressBookMaterializedViewsEnabled Boolean

It’s recommended to keep your older registry key in place as well to avoid any further issues should a future update switch back to the registry key method.

For information on the OrgDbOrgSetting Tool for Microsoft Dynamics CRM 2011

http://support.microsoft.com/kb/2691237

For more details on the disable Mapi caching for CRM 2011 Outlook client, please review the Microsoft KBs:

http://support.microsoft.com/kb/288894

http://support.microsoft.com/kb/2585157

 

 


CRM 2011 Ribbon bar Missing after applying update Rollups? Here’s your fix.


A co-worker of mine was testing a CRM 2011 On Premise implementation where he had recently updated to rollup 12/13. He started to notice that the ribbon bar was completely missing!blankribbonbar

 

 

 

 

 

 

My first response was to clean out your cache, and try it from another machine, as well as use the IE Private Browsing Session. The IE private browsing session did help resolve the problem, but this was not the solution.

In reviewing some issues further, we found a blog from Ben Klopfer about a similar issue. Ben reported the permanent fix is:

Log in to CRM as an administrator.

  1. Go to Settings > Administration.
  2. Click System Settings.
  3. On the “Customizations” tab, uncheck Load pages in the most recent version of Internet Explorer.

After making the change, Ben’s fix works great and the ribbon bar is now available. Ben’s original blog can be found here: http://thinketg.com/dynamics-crm-2011-ru-12-blank-ribbon-issue-resolution/. Thanks Ben!

 

 


Tanguy does it Again! XrmToolbox for CRM now has Metadata Document Generator!


My good friend and fellow MVP Tanguy does it again! XrmToolbox for CRM has now been upgraded to include the CRM Metadata Document Generator. And it provides all the features of the standalone version but also adds the ability to add the location of attributes on the forms and to select attributes not on the forms.

metadatagenerator

 

 

 

 

 

 

 

 

 

 

And still has this features!
Excel or Word output (thanks to GemBox Software API)
Language selection (if multi language enable on organization)
Attributes selection:
All attributes
Optionset and boolean attributes only
Attributes used in forms
Attributes not used in forms (new)
Attributes selected manually
Attributes metadata selection
Save/load settings to avoid losing time replaying the same document generation

As usual the tool is available as part of the XrmToolBox application, on CodePlex at https://xrmtoolbox.codeplex.com/releases/view/107901

 


Update Rollup 13 – Self Healing .MSP Patch Location CRM 2011 Install on Windows Server 2012


Installing CRM 2011 on Windows Server 2012 requires to use the Microsoft Self healing Process – manual patch that you download from the Windows Catalog. I searched all over and had a hard time finding it. Thanks to my good friend Corey Hanson at Microsoft for providing a direct link to the patch. The patch is listed on the KB article under manual installation, but its a bit unclear for those looking for the Self Healing Patch.

http://catalog.update.microsoft.com/v7/site/Search.aspx?q=Setup%20Update%20CRM

Once you download the patch, add this to a directory on the CRM server. You will then run a command line install of CRM 2011 in order to have the installer use this patch. The CRM 2011 setup program will be updated upon release of Update Rollup 14, no longer requiring this manual patch for installing on Windows Server 2012. Instruction on how to create the configuration file and use the patch can be found here:
Example Sample Config.XML File – Save as XML – Do not save as TXT and rename.
 sampleconfig

Running from the command line:
commandline

Some more Gotchas:
Apparently, your must expand/unzip this file on a Windows 7 or Windows 8 machine, and then copy it over to the Windows 2012 Server. I kept getting messages that this patch will not work on this application and the serversetup.log file stated it was an invalid windows installer package.

2012installerror

 

Once I expanded (you can extract via right click too!) on my Windows 8 machine, and copied it over, everything worked like a charm.  This should save some people a few hours of scratching their heads..

Enjoy!


Microsoft Convergence 2013: ADFS Presentation


Please find my latest presentation on ADFS from Microsoft Convergence 2013. This presentation includes topics like SSL Certificates, DNS Entries, Firewall, Common Deployments, ADFS Proxy Servers, IFD, ADFS Installation, Tips and Tricks, Troubleshooting and ADFS Errors.

Please note the ADFS central link is not yet live on this site. This is the e-book I’m creating for ADFS installations. Stay tuned.

Download: ADFS Best Practices Presentation


CRM 2011 Client Diagnostics Tool URL


Microsoft Dynamics CRM 2011 (with Update Rollup 4 and beyond) provides a great client diagnostic tool, that can help you troubleshoot performance
and network latency within your network environment. Note: Microsoft Dynamics CRM 2011 performs best in an environment with less than 150 MS latency.

From the Client Browser enter the following URL:

http:///tools/diagnostics/diag.aspx

Screen Shot Before Trace:
CRMDiagToolBlank

Screen Shot After Trace:
CRMDiagToolResults


CRM 2011: Removing or Reinstalling ADFS Gotchas


ADFS can be very unforgiving if you need to uninstall or reconfigure. The following steps should steer you clear of any issues that you might run into. (ACL List issues are covered on my blog as well).

Step 1:
Uninstall ADFS using the control panel, remove program
NOTE:- ADFS will be shown as an installed update not a program. System will require a reboot.

Step 2:
Open IIS, find the ADFS Website, now delete the folders
Delete LS Folder
Delete ADFS Folder

Step 3:
View ADFS Application Pool
Note: You should see that there no applications now assigned to.
Delete ADFS Application Pool

Step 4:
Delete Program Files\ADFS installation path

Step 5:
IIS Restart

Now you’re ready to reinstall ADFS. Please make sure you download the latest ADFS 2.0 from the Microsoft Download Center, and don’t install/add the ADFS role from the Windows Server.