of the
I’m not sure how to condense 3 days of pain and desperation into a tip of the day but I shall try. tl;dr Do not use the same base domain for ADFS and CRM if you have other applications (e.g. a web site) requiring Single Sing-On (SSO) with CRM. Please explain If you ever set […]
Tip #544: Enabling JWT in ADFS breaks Dynamics CRM for Outlook
If you ever dealt with Dynamics CRM authentication at “close range”, you know that CRM supports OAuth. Presumably, with CRM 2016 and ADFS 3.0 (Windows Server 2012 R2), we should be able to use OAuth for CRM On-premises, right? Especially now that ADFS supports JSON Web Tokens, so we should be able just enable JWT […]
Tip #536: CRM Online, SharePoint On-premises and OneNote walk into a bar
There seems to be a theme here, at CRM Tip of the day, with trios of various components walking into refreshment establishments. On this occasion, it did cost me a few hours of mouse-bending investigation. Enjoy the summary. As we mentioned before, if you carefully followed the steps to configure server-based authentication for Dynamics CRM […]
Tip #534: Product Bundles
Product bundles is a feature that was added in Dynamics CRM 2015. Bundles addressed some of the major limitations of the old “kit” feature. It allows you to create product bundles that combine multiple products with various quantities, allowing users to add configured bundles to quotes, opportunities, and orders. The biggest improvement over the old […]
Tip #519: Keep your precious SharePoint on-premises
Most of the people in our small but very proud Dynamics CRM universe are perfectly aware of the very cool integration between Dynamics CRM Online and SharePoint Online. Yes, the one which is required to enable other cool features like OneNote integration unleashed (had to add a cool word for the third link). As I […]
Tip #508: Tipster guide to exporting and importing product catalog
It’s Friday and time for another… What? We don’t have one? The camera was stolen? And the producer is missing? Let me start again. It’s Friday and time for another ¡Como estas amigos! from our good friend Pablo “CRMGamified” Peralta. After reading this you’d have to agree that this walkthrough is just as good as […]
Tip #467: Bulk unblock the XRM Toolbox
If you have ever downloaded the fantastic XRM Toolbox, you will know that the .dll files need to be unblocked before you can use the application. Donna Edwards referred me to a PowerShell command suggested by Andre Margono that will bulk unblock all the files in the XRM Toolbox folder. The syntax goes like this: […]
Tip #459: Don’t touch that file. Or that one. Or this one.
From time to time people complain that, after applying the update rollup X, their CRM deployment suddenly starts spitting out errors. One of the most popular ones is “Parser Error Message: Could not load type ‘Microsoft.Crm.MapOrgEngine’”. They complain here. And here. And here, here, here, and there. And then they give bad advice here. Why […]
Tip #452: How to use SSL certificates internally
tl;dr Get a wildcard SSL certificate for your domain, reserve some names for internal CRM (e.g. internalcrm.contoso.com) and use internal DNS to resolve those addresses internally-only. If blah.foobar.local is required, domain CA should be used to issue an internal only certificate with trust implied. The Stop Our own Joel “Standing on the shoulders of other […]
Tip #450: System Settings – Previews Tab
As of CRM Online version 7.1 there is another new tab on the Systems Setting configuration window. The new previews tab is where the CRM Admin will enable access for their organization to some really cool new features – IFRAME in tablets, the Web API Developer Preview and my personal new favorite the CRM App […]