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!


Special Tribridge Customer Invite and Offer to CRMUG Summit 2016!


dynamicscrmug
 
 
 
Special Invite to CRMUG Summit 2016

Are you searching for best practices in your role? Do you need to train new team members on Microsoft Dynamics® CRM, but don’t have the time? We invite you to join us and your Dynamics CRM peers October 11-14 at CRMUG Summit 2016 in Tampa, Florida. At CRMUG Summit, you will discover the premier opportunity to affect positive change in your career, and Tribridge is excited to share in this journey with you.

As a valued customer of Tribridge, you can save 10% when you register with our special coupon code at the time of check out. Tribridge Discount Code: Summit16TRI. (Ends September 1st. Registrations completed without this code are not eligible for the discount. No post-registration adjustments will be given.) We encourage you to register for CRMUG Summit today and save on your registration.

Here’s what you need to know about CRMUG Summit 2016:
• Customize your experience by choosing which of the 150+ sessions to attend including role-based sessions for System Admin, End Users and more
• Arrive early and participate in two full-days of instructor-led Pre-Conference CRMUG Academy Training
• Exclusive access to the Summit 2016 Online Community
• Network with thousands of your Dynamics Peers, including dedicated networking receptions
• Collaborate with Microsoft Dynamics® CRM Staff, Microsoft  & Tribridge MVPs (@ccognetta and @edwardsdna), and CRMUG All-Stars
• And of course, a beautiful destination – Tampa!
• CRMUG Infographic HERE
Gather your team and join Tribridge in Tampa, Florida this October – REGISTER TODAY! I look forward to seeing you in Tampa. Please make sure to stop by and see us – we will be in booth 731.

© 2016 Tribridge. All rights reserved.
4830 West Kennedy Blvd., Suite 890, Tampa, FL 33609 | P (877) 744-1360 | F (813) 287-8688


CRM 2016 Spring Release Best Feature : A little bit of Polymorphism


Several-out-of-the-box entities in Dynamics CRM (including Case, Lead, and Opportunity) contain a field that represents a customer, which can either be an Account or a Contact. In CRM, these fields have the Customer data type, which is a special kind of lookup field for these two specific entities. Previously, system customizers couldn’t add a Customer field to their own entities. As part of this feature, Customer is available as a custom field data type that can be added to any entity, system or custom.

One of our MVP’s Shan McArthur, now with Microsoft leading the the Microsoft ADX Portal development as been fighting for this feature for a long time. In memory of that fight, we will refer to these field type as a “ShanMC Field.”. Thanks for your support throughout the years Shan!


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.


CRM 2016 General Availability Announced at Convergence EMEA!


I’m pleased to announce that Microsoft Dynamics CRM 2016 has been released. Microsoft Dynamics CRM 2016 will be available in the Microsoft download center on December 15, 2016. Thank you to Jujhar and the entire CRM team for putting extra hours to make this release so special.

Don’t forget the What’s New page at: https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

As well as the Dynamics CRM Customer Center for all your help and training needs. https://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx

 

 

 


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

 

 


Microsoft Officially Announces Microsoft Dynamics CRM 2016!


Microsoft Officially took the warps off the fall release, which will be known as Microsoft Dynamics CRM 2016.  Key updates will brought to the on premise version, previously only available on CRM Online.

Updated Features include an enhanced excel experience, next generation CRM for Outlook App, Office Delve integration, Share documents across One Note, Office 365 Group and One Drive for Business, tighter Cortana integration and slew of other fixes and updates waiting for you.

The official release annoucement can be found here:

https://community.dynamics.com/b/msftdynamicsblog/archive/2015/09/08/microsoft-dynamics-crm-2016-delivering-the-next-generation-of-intelligent-customer-engagement

Based on past releases, we can expect to see this hit the shelves end of November, beginning of December. Stay tuned for more updates.