Microsoft Dynamics CRM – NZ Dynamics CRM User Group (Auckland) Presentations for 2014

November 20, 2014 Leave a comment

November 5th we held our last NZ Auckland CRM User Group for the 2014 year. The meetup site has been great for managing and tracking the session information, registrations and the CRM community with Auckland and reaching out to the wider NZ.

This blog post will summarise the presentations (known as The Show) throughout the 2014 year with links to download the PowerPoint decks respectively.

 

Month The Show Presentation Link
February

CRM 2013 – Business Rules: Greg Olsen

http://sdrv.ms/LN7ELq
March CRM 2013 – Business Process Flows : Alastair Coats http://1drv.ms/1dWh2U6
April

Overview of Convergence update: Dalia Raphael

http://1drv.ms/PCJt4g
May

Goal Management: David Mochrie

http://1drv.ms/1g7rgT0
June

CRM & SharePoint: Alastair Coats, Greg Olsen & Steven Foster

http://1drv.ms/1hUtEgX
July

Microsoft Social Listening: Steven Foster

http://1drv.ms/1rkzf8N
August

Unified Service Desk: Dalia Raphael

http://1drv.ms/1BctIV4
September

Customer Service in CRM 2013 SP1: Alastair Coats

http://1drv.ms/1q9BpHs
October Upgrading to CRM 2013 and CRM 2015: Greg Olsen http://1drv.ms/ZQwJfP
November

Just Several Tips – Tony Armstrong, Greg Olsen & Steven Foster

http://1drv.ms/1GQf34C

 

It’s been another great year for CRM, probably the busiest since I have been working with the product (because of all the acquisitions of late).  We look forward to the CRM 2015 Online Update and CRM 2015 releases about to be delivered to us shortly.

The NZ Dynamics CRM User Group (Auckland) will commence in February 2015.

Greg Olsen
YellowDuckGuy

Microsoft Dynamics CRM – Many to Many Subgrids – Prompt Missing When Deleting an Associated Record

November 19, 2014 Leave a comment

This blog post will outline a feature which I think, along with a few customers, should be added to CRM. This feature can be known as the ‘Prompt for Association Deletion of a Many to Many record on a Subgrid’. Yea, I know that feature title is a mouth full, but that’s my description of it for now.

 

What’s the feature all about?

 

These are the steps taken to set up the Subgrid ready for testing:

  1. Entity A has a relationship with another entity B, the relationship is a many to many i.e. N:N
  2. Now Add a Subgrid to Entity A allowing for records from Entity B to be added to the Subgrid shown on Entity A.
  3. Add a record to the new Subgrid on Entity A, using the Add (+) button. Enter the required information.

Subgrid View

Now that the setup is complete, select the record and click the Delete button (trash can icon will appear to the right of the record). Remember, this is just disassociating the Entity B record with Entity a, not actually deleting the Entity B record.

 

What happens Next?

 

Notice once you click on the delete button the record is deleted without any prompt’s such as Do you want to delete this XYZ record association? You can’t undo this action.  I have put a screenshot in below for graphical purposes of something similar that I would expect to see. This deletion screen is currently used with Microsoft Dynamics CRM.

 

Confirm Deletion

 

I have tested it against CRM 2015 and there is still no association deletion prompt.

I will be raising this as a feature request with Microsoft Connect to get it looked at. Hopefully this feature can be added into the base product of Microsoft Dynamics CRM one day soon. Fingers crosses I won’t get a ‘By Design’ feedback notification!

Greg Olsen
YellowDuckGuy

Microsoft Dynamics CRM 2015 – SDK Solution Packager – The given path’s format is not supported

November 17, 2014 Leave a comment

Using the CRM 2015 Solution Packager within the Bin folder from the latest public CRM 2015 SDK (http://www.microsoft.com/en-us/download/confirmation.aspx?id=44567), you can extract the contents of a CRM Solution into individual files. I was using this tool with the following run command line option inside a batch file (with a pause to see the outcome):

solutionpackager /action:Extract /zipfile:D:\CRM\Sandbox\Default_1_0.zip
/folder:Sandbox\Solution  

pause

I was then fronted with the following error:

The given path’s format is not supported

 

ErrorShown

After looking into the XML files inside the Default_1_0.zip to, it seems one of my Security roles has a colon ( : ) in the name when trying to write the file to disk, which Windows Operating System doesn’t allow colons in the filename. Therefore the Solution Packager aborts with an error.

I thought I would blog this in the unlikely event you also encounter this error. I will be logging it with Microsoft Connect to get their response. I would like to see a mapping of non-compliant characters to be mapped to compliant characters and maybe a log file written to note what files had their name change because of this issue. I haven’t tested the earlier versions of the SolutionPackager.exe

 

Greg Olsen
YellowDuckGuy

Categories: CRM SDK, Dynamics CRM 2015

Microsoft Dynamics CRM – Modal Dialogs not Supported (Chrome)

November 7, 2014 Leave a comment

If you are browsing CRM via a Chrome web browser with a version higher than v35, then you are likely to receive the following notification in CRM:

Modal Dialog Message

My Chrome version for testing (version 38):

ChromeVersion

 

What is the issue?

 

What is happening here is that Chrome (and Firefox also) are deprecating modal dialogs, which now presents a nasty issue for Microsoft Dynamics CRM users. This started appearing from Chrome version 37. It was deprecated in Chrome version 35. Once Chrome got to version 37, modal dialogs was turned off by default.

How do I fix this?

 

At the time of writing this blog post isn’t a permanent fix, only a workaround (as noted in the first screenshot above) available.

To find out information about the workaround, navigate to the following address:

http://support.microsoft.com/kb/3000002

 

Greg Olsen
YellowDuckGuy

CRM 2013 – Microsoft System Center Operations Manager (SCOM) Pack

October 3, 2014 Leave a comment

Microsoft has just released the Microsoft System Center Operations Manager (SCOM) management pack for Microsoft Dynamics CRM 2013, which is great way of monitoring CRM once you are live or in production. Don’t wait till users tell you there are issues, be proactive and put in some good monitoring tools.

The Microsoft System Center Operations Manager management pack for Microsoft Dynamics CRM 2013 enables you to administer the Microsoft Dynamics CRM Server 2013 application in Microsoft System Center Operations Manager.

Operations Manager is a powerful infrastructure tool with comprehensive event and performance management, proactive monitoring and alerting, and reporting and trend analysis. Other functionality includes system and application-specific knowledge and tasks to improve the manageability of Windows servers and applications.

By managing these Microsoft Dynamics CRM components in Operations Manager, the administrator can respond quickly to critical events and key performance indicators, and take action to prevent service outages, reduce the resolution time for alert conditions, and increase the overall availability and performance of the Microsoft Dynamics CRM system.

(September 2014, CRM2013SCOMPackGuide.docx)

Please note that the SCOM pack requires Microsoft System Center Operations Manager 2007 SP1 or a later version.

 

Download

 

You can download the CRM 2013 SCOM pack from here. The download page allows you to get a copy of the guide as well.

 

What does the SCOM pack monitor?

 

The list below has been taken from the guide. This will give you a quick overview of the services or components (shown as object types in the table) that the SCOM pack will monitor for your CRM system.

Monitor

Category

Enabled

Monitored Health States

Microsoft Dynamics CRM Asynchronous Processing Service

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM AsyncService Servers

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Common Class

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Deployment Web Service

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Discovery Service

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Email Integration Service

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Email Router

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Help Server

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM IIS Dependent Server

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Organization Web Service

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Reporting Extensions

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Sandbox Processing Service

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Server

Availability Health

Yes

Running/Not Running

Microsoft Dynamics CRM Web Application Server

Availability Health

Yes

Running/Not Running

 

Happy Monitoring!

Greg Olsen
YellowDuckGuy

CRM 2015 – Advanced Find in Global Navigation Bar – It’s Here!

September 25, 2014 2 comments

Wooohooo yipppie! Can you tell I’m excited about this?  I wrote a blog post while back in June/July of 2014 titled ‘Microsoft Dynamics CRM – Advanced Find in Global Nav –Wouldn’t that be nice?’. Also another blog post here. At the same time I put a request into Microsoft Connect asking for the Advanced Find to be promoted to the Global Navigation bar in Microsoft Dynamics CRM. It got quite a few votes, which I thank all those who did vote for it.

One of my colleagues at Magnetism Solutions, Paul Nieuwelaar, decided that he liked this idea and would build a add-on for CRM to do this while we waited on the outcome of my Microsoft Connect request. You can read Paul’s blog post here as well as taking a look at the source code on CodePlex for the add-on here

Well, Microsoft has listened. Advanced Find will be available with the Global Navigation bar in CRM 2015 when it drops with the Fall Release. This is great news. It is also evidence that Microsoft does listen to your requests, so it’s always important to pass on your feedback and feature requests to Microsoft.

 

Advanced Find in Global Navigation bar

 

Notice the new icon …

AdvancedFind

Once clicked you will see the Advanced Find window appear.

AdvancedFindOpened

That’s better right?

Greg Olsen
YellowDuckGuy

CRM 2015 – Social Listening Coming to On-Premises CRM 2015 Installs

September 24, 2014 Leave a comment

Currently Social Listening is available for CRM Online instances only, but with the launch of CRM 2015 with the ‘Fall Release’, you will be able to hook up your online Social Listening instance as an integration option with all CRM 2015 On-Premises installations/instances.

 

Where to start

 

To find the new Social Listening configuration option, then Navigate to Settings > Administration

SocialListening

 

This configuration will allow you to embed Social Insights (as mentioned in the config option) from Social Listening into CRM 2015.  Social Insights can be added to Dashboards, User Dashboards and Forms.

 

Privacy Disclaimer

 

Once you have clicked the configuration option, you will be presented with the following disclaimer to accept.

MSL Disclaimer

 

Configuration Process

 

Next step of the process is to connect your CRM instance to Microsoft Social Listening instance. The admin screen below will show you your CRM instance URL.

Follow steps in point 1. Configure Social Listening of this screen.

config1a

Once you have logged into Microsoft Social Listening instance and obtained the Social Listening Solution URL, then paste this into 2. Connect this CRM instance text box and click on Test URL.

Once tested, click Save Settings button to complete the configuration.

Greg Olsen
YellowDuckGuy

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