CRM System Admin & Customiser – Working with Dynamics CRM on iPad

Recently I stumbled across a question in Dynamics CRM Forum regarding “How to see CRM Settings on a tablet browser”

Out of my curiousity, I tried something on my iPad. The steps that I used to achieve this is using Google Chrome on iPad (never bother to check it on Safari though, as I never use that):

1. Open a new Tab, navigate to Dynamics CRM instance.

2. On Google Chrome option (the three lines at the right hand side of url bar), select “Request Desktop Site”

3. It will redirect to https://<crmserverinstance>/m/default.aspx change it to https://<crmserverinstance&gt;/main.aspx

4. Voila, the Settings button is there and works! It’s quite slow though.

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Don’t Try This At Home – Adding CRMAppPool User as Dynamics CRM User

No matter how lazy we are to add new user, especially during “Proof of Concept” or Testing period.

Do not add CRMAppPool User as Dynamics CRM SystemUser. This will breaks the system, moreover in multi-tenant environment – Considering the amount of time required in repairing might be bad in Multi-Tenancy environment in regards to the SLA, all of your CRM Services will break and show the following error:

Missing Dynamics CRM Security Role” – Access to Microsoft Dynamics CRM has not been fully configured for this user. The user needs at least one security role before you can continue.

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Microsoft stated: “This behavior is by design. Making the account that is running the CRMAppPool into a Microsoft Dynamics CRM user is not supported.” in this KB article: http://support.microsoft.com/kb/2500917

I did that, so what I need to do?

1. Create new AD User to replace the corrupted one.

2. Open Control Panel > Programs and Features

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3. Open Microsoft Dynamics CRM Server 2013

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4. Select Repair

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5. Update the following user configuration with the new AD user 

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6. Continue the whole repair process (“Next” button spam!).

7. Test to access your CRM instances back.

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Lesson Learned

Before start working with Dynamics CRM Server, read through the Implementation Guide carefully: http://www.microsoft.com/en-au/download/details.aspx?id=40322 (On CRMIGv6_Planning.docx, Section: Microsoft Dynamics CRM Services and IIS Application Pool Identity Permissions).

 

Microsoft Dynamics CRM and Data Mining

A really excellent post about Microsoft Dynamics CRM Data Mining by Mark Margolis. It’s an eye opening for me, as I usually have the understanding about the Reporting and Analysis, but with Data Mining, it enables us to predict the customer behaviour.

Mark Margolis's Blog

As you have probably already gathered I’m a big fan of Analytics and Visualisations so when my colleague Manuel Altermatt told me he was doing some work on CRM and Data Mining and wanted to do a  guest post I jumped at the chance! You can contact manuel on analyticalcrm@outlook.com.

Whilst Dynamics CRM is widely recognized for its strong operational capabilities, the outstanding analytical capabilities which arise in conjunction with SQL Server are sometimes overlooked. We can think about business intelligence in two categories:
Reporting and analytics, which are methodologies and tools that focus on “what happened”, thus working on data exploration, historical information, reports, dashboards, KPI’s, etc.
Data Mining, which are methodologies and tools that focus on “why did it happen”, thus working on data understanding, patterns, correlation, past and future data, and data prediction.

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This blog post shows how Dynamics CRM can be combined with SQL Server…

View original post 1,777 more words

Microsoft Dynamics Demo Builder

Today I found this Dynamics Demo website that will help us to quickly create demo org to present to customers. Some of the demo also contains great template such as: Grants Management, Case Management, Financial Service, CRM + SharePoint.

https://www.microsoftdynamicsdemos.com/

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Dynamics CRM Compatibility with Windows 8.1 & IE 11

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Windows XP support is going to be over on 8th of April 2014. To learn more about upgrade options for Windows XP: http://www.microsoft.com/windows/en-au/xp/upgrade-options.aspx

 

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Everything seems good and cool. Windows 8.1 is lovely, Windows button is there, the UI is sleek and fluid, lots of Apps available in the store.
Until we come to our lovely Dynamics CRM 2011, IE 11 makes it not working properly anymore!

Why??!! 
This KB article mentioned about the Microsoft Dynamics CRM support for IE 11:
http://support.microsoft.com/kb/2935509

There are some options available:

1. Upgrade Your Microsoft Dynamics CRM to 2013 (Update Rollup 2 solves this compatibility)

KB Article: http://support.microsoft.com/kb/2919956
Download Link: http://microsoft.com/en-us/download/details.aspx?id=42272
Some good consideration when implementing UR by Donna Edwards: http://edwardsdna.com/2014/03/24/update-rollups-should-i-or-should-i-not-that-is-the-question/

2. Temporarily use Google Chrome and Mozilla Firefox until you are ready to Upgrade to Microsoft Dynamics CRM 2013 or UR on Dynamics CRM 2011 that supports IE 11.

Currently, Microsoft plans to add Internet Explorer 11 in compatibility mode as a supported web browser in the third quarter of calendar year 2014 for Microsoft Dynamics CRM 2011.

Looking forward to see more organisations to upgrade to Microsoft Dynamics CRM 2013 and taste the best of the upgrade!

 

 

Dynamics CRM 2011 UR 16 Is Available Now

Dynamics CRM 2011 UR 16 is out now. Find it: http://support.microsoft.com/kb/2872369/en-gb

Finally, it fix:

  • Can’t renew\copy a Contract when Contract Line items dates are greater than the Contract.