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Archive for the ‘Dynamics CRM 2013’ Category

Microsoft Dynamics CRM – Outlook Tracking Emails Warning

August 18, 2015 Leave a comment

You can use Microsoft Dynamics CRM for Outlook (add-on to Microsoft Outlook) to track email, contacts, tasks, and appointments. When you use the track option in Microsoft Outlook to track an email message, contact, task, or appointment record, a copy of that record is saved as an activity in Microsoft Dynamics CRM and synchronised with the Outlook record. They are now linked. You can now view and edit that record in Outlook or CRM. If you have Outlook on your laptop or tablet etc, you can view that same tracked record.

Tracking records in CRM for Outlook is a manual process.  Therefore, CRM gives you the ability to keep your personal Outlook records separate from your CRM records. You don’t want your email to your wife about what’s for tea tonight ending up in your CRM system!

So tracking emails in CRM from Outlook is a great feature. However if not set up correctly, you could run into issues. Some of us have multiple email addresses or CRM organisations we manage or maintain, therefore keeping these all separate at times on one device can be a challenge, especially if you perform demos or testing multiple CRM systems.

So what do you do when you receive the following warning when setting up Outlook, possibly from an existing configuration? Keep reading.

To track emails and perform synchronization, your Outlook email address should be the same as your email address in Microsoft Dynamics CRM

The error message will be displayed as:

Outlook Message - Track Email

 

The scenario I am normally faced with is because the email address I am using is different from the email address of my CRM organisation.  The simple fix is to update your associated email address in CRM on the user record and Approve the email address.  You may find if your tracking of email is not working, approving the email may fix your tracking issue as well. Once your email address is updated in CRM, use the Approve Email (found on the command bar in CRM 2013 and 2015) to accept the email change and allow CRM to process emails using this address.

To note, you may also see this error message if you are configuring Microsoft Dynamics CRM for Outlook, but you don’t have an Outlook email address, or you haven’t set the primary email address field in CRM.

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Microsoft Dynamics CRM–Support with Windows 10, Edge and Office 2016

August 15, 2015 Leave a comment

A lot of us now have moved onto Windows 10 and enjoying the new operating system, well personally I can say I am. This blog post will reference another blog post on the Microsoft Dynamics CRM Support Blog regarding CRM support with Windows 10, the new Edge Browser and Office 2016.

In summary:

All Dynamics CRM releases including CRM 2011, CRM 2013, and CRM 2015 currently support Windows 10 for use with the web client. The supported browser is Internet Explorer 11.

Support of Microsoft Dynamics CRM 2015 on Edge browser will be available for CRM 2015 with Update 0.2 (7.0.2) and Update 1.1 (7.1.1) in September.

Support with Microsoft Dynamics CRM 2013 will be introduced in Update Rollup 4 for Service Pack 1 (6.1.4)

For more information, head along to the URL below:

https://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2015/07/10/dynamics-crm-support-with-windows-10-edge-browser-and-office-2016

Greg Olsen
YellowDuckGuy

Microsoft Dynamics CRM – New naming conventions for Microsoft Dynamics CRM updates

There are naming convention changes happening now with the latest releases and updates to Microsoft Dynamics CRM for both Online and On-Premises. What does this all mean you might ask? Well if you are use to hearing lines like Update Rollups, Service Packs, Spring Release, Fall Release – then keep reading.

The Microsoft Dynamics Community and Customers have requested a description of what do all these terms mean (i.e. Update Rollups, Service Packs) and how do they differentiate between Online and On-Premise and the relating version numbers.

As of today, Microsoft has release an official blog post outlining the naming conventions for Dynamics CRM to clarify it all for you. If you are a Partner with Microsoft, I suggest you share this information with your customers so they are also clear about what version they have and the naming that relates to it.

Below is a snippet from the blog post. I suggest you head to the link below to read the details about the new naming conventions.

http://blogs.msdn.com/b/crm/archive/2015/04/14/new-naming-conventions-for-microsoft-dynamics-crm-updates.aspx

CRM Naming Conventions 15-04-2015 - FIXED

Greg Olsen
YellowDuckGuy

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 – 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