Dynamics CRM 2013 : Designing email for marketing

Dear all,
Can anyone guide me how to create/design email to be sent for marketing purposes?
Any help/guide will be greatly associated.
Many Thanks & Regards
Vinay

Taking your questions in turn:
Not sure. Are you certain the warning coincides with when a user downloads an attachment, or could it be from some other action ?
You may have a cached page with an expired token, or maybe the token has been hard-coded into a separate web resource or report
Setting IgnoreTokenCheck will also stop Crm using tokens elsewhere. Tokens are used as a defence against cross-site request forgery attacks. There are 2 schools of thought on this: Either 'cross-site request forgery is only possible if you have other exploits,
e.g. cross-site scripting, in which case you've a bigger problem anyway', or 'you should always defend in depth'
Not that I know of, apart from my answer to 2) above
Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

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How to improve performance for bulk data load in Dynamics CRM 2013 Online

Hi all,
We need to bulk update (or create) contacts into Dynamics CRM 2013 online every night due to data updated from another external data source. The data size is around 100,000 and the data loading duration was around 6 hours.
We are already using ExecuteMultiple web services to handle the integration, however, the 6 hours integraton duration is still not acceptable and we are seeking for any advise for further improvement.
Any help is highly appreciated. Many thanks.
Gary

I think Andrii's referring to running multiple threads in parallel (see
http://www.mscrmuk.blogspot.co.uk/2012/02/data-migration-performance-to-crm.html - it's a bit dated, but should still be relevant).
Microsoft do have some throttling limits applied in Crm Online, and it is worth contacting them to see if you can get those raised.
100 000 records per night seems a large number. Are all these records new or updated records, or are there some that are unchanged, in which case you could filter them out before uploading ? Or are there useful ways to summarise the data before loading
Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

Dynamics CRM 2013 : Offline capability with Outlook Plugin

Dear all,
I have a scenario where I have to use the Offline Capability feature of Dynamics CRM 2013 with CRM Client for Outlook plugins.
Can I use the offline capability mode if all my users are using gmail as their email?
If so, can someone guide me please.
Your help would be greatly appreciated.
Many Thanks & regards
Vinay

You need to change page size in order to see the on button. try Ctrl+0
Regards Faisal
Thanks Faisal for your reply. I tried Ctrl+0 (zero) but no difference. I think Ctrl+0 is for clearing the zoom in/out effect in web pages. While this tool is a windows (desktop) application.
Please note that I have taken the snap (attached in original post) after maximizing the
Update Assembly dialog (by double clicking the title bar area.
The version of the Plugin Registration Tool is 6.1.1.1143 64bit. If you can check your Plugin Registration Tool version and post the snapshot as well?
blog: http://technologynotesforyou.wordpress.com | skype: ali.net.pk

Windows 10 and Dynamics CRM 2013 Outlook Client - Identity Foundation missing

How can I install/activate the Identity Foundation in Windows 10.
In Control Panel\All Control Panel Items\Programs and Features the feature is missing.
Dynamics CRM 2013 (and 2011) Outlook Client does need the Identity Foundation:
Error is "Could not load file or assembly 'Microsoft.Identity.Model, Version=3.5.0.0 ...
icomedias Austria - Germany

I've had the same problem with the CRM 2011 Plug-in.. It is not possible to install the Windows Identity Framework onto Windows 10 since it was not included as an option in the "Features" menu.
Also - I found this forum entry discussing that exact problem (with no answer, so far):
Windows Identity Foundation not working with Technical Preview
EDIT: Fixed link. Inside of the linked discussion thread, I see this:
"From Windows 8.1 Features Screen:
WIF 3.5 has been superseded by WIF classes that are provided as part of .NET 4.5. It is recommended that you use .NET 4.5 for supporting claims-based identity in your applications.
so i guess they removed it completely in Windows TP"

MS Dynamics CRM 2013 install via GPO

Good Morning,
I need to rollout MS Dynamics CRM 2013 to all 180 of my users. I would like to do this via GPO but I only have the .exe install files and no .msi files. I have adhered to the following -
http://technet.microsoft.com/en-us/library/hh699775.aspx
I have followed the steps under the section Create the CRMCLient_bitversion.msi file
but I am not achieving any administrative installation files. For example I have a network share setup as follows -
\\server\crm_files\test
I have mapped a network folder via command prompt using the net use command to map the Z: drive to
\\server\crm_files. As per the instructions I have run the following command -
CRM2013-Client-ENU-i386.exe /a /q /targetdir \\server\crm_files\test
When I run this command I am prompted to click Run or Cancel so I click Run. After 2-3 seconds I then get a dialog box showing the different switches that I can run with the only other option being to close the box. After closing the box I look in my
test folder and it is empty.
Should there be something in the test folder? Have I run the wrong command string?
EDIT: Please note that I only have the installation/.exe file for CRM 2013. The article on the link I posted earlier mentions an XML file that is included with the installation files. I do not have this XML file.
Jeet S

Hi,
Have you checked this article?
Install Microsoft Dynamics CRM for Outlook using a command prompt
==============
CRM2013-Client-ENU-i386.exe /a /q /targetdir \\server\crm_files\test
The command here is not in the right way, we need first to extract files from the
CRM2013-Client-ENU-i386.exe, under the folder we will find the
SetupClient.exe and the mentioned XML files.
Run this command to extract the file:
CRM2013-Client-ENU-i386.exe /extract
Then use the command below to create an MSI file:
Setupclient /Q /A /targetdir "\\share\mscrm_client_admin"
Besides, for Microsoft Dynamics CRM 2013 deployment, we'd better ask in the forum below:
Microsoft Dynamics CRM Forum
http://community.dynamics.com/crm/f/117.aspx?pi49901=0
Best regards
Michael Shao
TechNet Community Support

Microsoft Dynamics CRM 2013 Google Chrome not populating popups working correctly with pop ups.

If incorrect forum, just alert and move. I am having an issue with hosted Microsoft Dynamics 2013 and Google Chrome latest release, 31. This just started with the hosted version of Dynamics CRM 2013, Chrome had been working correctly with
our earlier version of CRM.
When users on latest version of Chrome, 31, login to Dynamics CRM 2013, everything looks fine. Issue is specifically, for sales folks, when they open a client record, and where the client info is located, there is a standard date and time and tiny
little calendar you can pull up if you click on it. When the user clicks on the tiny little calendar, they DO get a pop up, but the pop up is blank. And, there is no error message at all. Nothing freezes, nothing bad happens at all, except
for the salesperson, who live and die by their calendars and ability to schedule appointments and see exiting appointments.
This is not some in house coding issue. It is a generic CRM phone call record that has this issue.
Again, no errors, nothing crashes, but Dynamics CRM 2013 is useless to Google Chrome users in house because of this. Which, in a support position, is terrible. Users who got an upgrade, have their favorite interface rendered useless. And these
are sales folks. And, I did all settings according to what I was able to find for CRM 2010 and Chrome, for when pop ups do not work, and all settings were already correct for pop ups, website is in trusted sites, etc, which is what I expected, since
everything worked on CRM 2010.
Any clues or ideas? Thank You.
Rick

We don't know. Better to ask over here.
https://community.dynamics.com/crm/f/117.aspx
Regards, Dave Patrick ....
Microsoft Certified Professional
Microsoft MVP [Windows]
Disclaimer: This posting is provided "AS IS" with no warranties or guarantees , and confers no rights.

Update Managed Metadata field in SharePoint 2013 Designer Workflow for O365

Hi Guys,
I need to update the managed metadata field in SharePoint Custom List using Workflow but its not working. I have also tried to use the HTTP WebService POST Operation but no luck.
Am doing this for a SharePoint Online (O365) Site.
Has anyone worked on something similar and was able to get it running ?
I saw a post to create a custom Workflow Activity but I don't have a choice to go with the custom code option.
http://patrickboom.wordpress.com/2013/07/23/workflow-activity-set-managed-metadata-column/
I was able to achieve this by creating a SP 2010 based Workflow for O365. Which means that it worked well with SP 2010.
Is there a different way to do it in 2013 ? I tried almost all options apart from creating custom Activity but nothing worked out.
Any help would be great.
Thanks,
Nutan
Nutan Sharma

Hi Nutan,
According to your description, my understanding is that you want to update Managed Metadata field with SharePoint 2013 Designer for SharePoint Online.
As far as I know, there is not an OOB action to achieve your requirement with SharePoint 2013 Designer for SharePoint 2013. Customizing a workflow action is a better option to achieve it. Why didn’t you customize a workflow action as Patrick’s blog?
In addition, please take a look at the article about Nintex workflow, check whether it is useful for you:
http://habaneroconsulting.com/insights/setting-managed-metadata-fields-in-a-nintex-workflow#.UykBSf6KDHo
As this issue is about SharePoint Online, I suggest you create a new thread on SharePoint Online forum:
http://social.technet.microsoft.com/Forums/en-US/home?forum=onlineservicessharepoint . More experts will assist you.
I hope this helps.
Thanks,
Wendy
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Wendy Li
TechNet Community Support

Does Eloqua Integrate with MicroSoft Dynamics CRM 2013 and or 2015

We are planning to upgrade from Dynamics CRM 2011 to 2013 or 2015. I cannot find information to confirm Eloqua will integrate with the newer versions of Dynamics CRM. I 'hear' Eloqua will integrate with 2013. Does anyone integrate Eloqua with Dynamics 2013 or 2015?

Hello-
We actually integrate with MS Dynamics, both 2013 and 2015 versions and would gladly help you.
Feel free to visit our website for more info: www.putitforward.com/omc
Here's a video on our YouTube channel about MS Dynamics 15 to Eloqua integration.
Hope this helps!
If you have any additional questions, let me know and I'll send you more info.

Error while installing the Microsoft Dynamics CRM 2013 Report Authoring Extension set up

HI Experts,
I am trying to install Report Authoring extension tool to work with MS CRM 2015 online reports but unable to install, getting below error even though I am having VS 2013, SQL Server 2014 and Data tools for VS 2013 installed on my machine.
Please help me to fix this issue.
When I double click the error getting below error.
Error : Business Intelligence Development Studio is not installed for Microsoft SQL Server Reporting Services.
When I click the details , getting below error.
Thanks
Baji Rahaman

The Report Authoring Extensions (any version) don't support VS 2013. Currently the Crm 2015 Report Authoring Extensions support VS 2012 and VS 2010, and the Crm 2013 Report Authoring Extensions supports only VS 2010.
By the way, the error you posted suggests you're trying to install the Crm 2011 Report Authoring Extensions
Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

Define Proxy Server details in MS Dynamics CRM 2013 tamplate project using CRM 2013 developer toolkit

Hi,
I am trying to create MS CRM 2013 template project using MS CRM 2013 developer tool kit. When I am trying to connect with MS CRM 2013 online , it is giving me error "407 Proxy Authentication Required".
Actually I am using proxy server for connect with CRM. In my custom application as well as using plugin registration tool I have define below setting in config file for avoid this error
<system.net>
<defaultProxy useDefaultCredentials="true" />
</system.net>
But in MS CRM 2013 template project I don't get any option to add config file. So I am unable to add this detail in project.
Can any one help me, how can I avoid this error for MS CRM 2013 developer tool kit project.
Thanks,
---vaib

Hi,
We can :-)
I will try to find a better forum in the list and move it
Good luck :-)
Ronen Ariely
[Personal Site] [Blog] [Facebook]

Dynamics CRM 2013 fetch Query

Hi All,
I have an scenario in CRM we have a entity name visit body. In this table we have multiple questions like Q1,Q2,Q3 and Q1 is related with product p1,p2. and Q2 is related with product p1 and Q3 is related with p1,p2, p3. Query is that when user select p1
product then only Q2 should come and if user select p1 and p2 then Q1 should come. Please help me out how to achieve it through Fetchxml query. (Visit report body have N:N relationShip)
Thanks in advance
Naveena

Hi OmriHR
Please check following link hope it would help you
http://www.hostedmscrm.com/partner-hosted-microsoft-dynamics-crm/external-connector.aspx
You can also check your following post: :)
http://community.dynamics.com/crm/f/117/t/114332.aspx
Ali Hassan

Database update failed for some organizations when installing Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1

Hi,
We get the following error in the logfile when we try to install the latest update for CRM: (KB2953252)
Does anyone know how to fix this problem?
09:10:41| Info| Database update install failed for orgId = 35e7ca08-43fb-4440-ba18-acfc3f42e115. Continuing with other orgs. Exception: System.ArgumentNullException: Value cannot be null.
Parameter name: type
at System.Activator.CreateInstance(Type type, Boolean nonPublic)
at System.Activator.CreateInstance(Type type)
at Microsoft.Crm.Setup.Database.DllMethodAction.Execute(Guid organizationId)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseInfo releaseInfo, Boolean isInstall)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase, Boolean isInstall)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.InstallUpdate(String configurationFilePath, Boolean upgradeDatabase)
at Microsoft.Crm.Setup.Common.Update.DBUpdateDatabaseInstaller.OrgInstall(ArrayList orgIdArray)

Hi,
We get the following error in the logfile when we try to install the latest update for CRM: (KB2953252)
Does anyone know how to fix this problem?
09:10:41| Info| Database update install failed for orgId = 35e7ca08-43fb-4440-ba18-acfc3f42e115. Continuing with other orgs. Exception: System.ArgumentNullException: Value cannot be null.
Parameter name: type
at System.Activator.CreateInstance(Type type, Boolean nonPublic)
at System.Activator.CreateInstance(Type type)
at Microsoft.Crm.Setup.Database.DllMethodAction.Execute(Guid organizationId)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseInfo releaseInfo, Boolean isInstall)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase, Boolean isInstall)
at Microsoft.Crm.Setup.Database.DatabaseInstaller.InstallUpdate(String configurationFilePath, Boolean upgradeDatabase)
at Microsoft.Crm.Setup.Common.Update.DBUpdateDatabaseInstaller.OrgInstall(ArrayList orgIdArray)

Dynamics CRM 2013 Sitemap

Hi All,
I have to 3 rd level of navigation in site of dynamics CRM2013. I have an scenario like on first I click on company (on first tiles) then on the basis of company department should comes first and then when I click on department I want one more tile
for products. site map support Company-> department. But after department is goes to form level I don't want form level I want tiles also for product when I click on department. Any can help me out on this how to fulfil this requirement.
Thanks In Advance.
Naveena
Naveena

In 2013 you can do a parent/child relationship Entity1 1:N Entity2 1:N Entity3 but:
products are accessed through something like the order item, an intermediary entity
you will not get multi-level navigation, you will get navigation to a record form, with a grid of child related records
You could probably try to build a custom web resource sub-navigation but that would be difficult to get it to render nicely.

[07/22/2013] Advisory Email for recent DRM errors

We're in the process of putting together a "Customer Advisory List" for notices to customers when we find issues that may impactful your use of Adobe Access. The goal of this list is to pre-emptively tell customers that we are aware of certain issues, have a suggested response for your customers, and an ETA for a fix.
The advisory list should be collated and operational shortly, so in the meantime, I'm reaching out via direct email.
Finally – we wanted to let you know about a couple of the high-profile issues customers are hitting and what our suggested workaround/fixes are:
These DRM errors are specific to Flash and in specific browsers on Desktop and may/maynot have impact on ios/android.
DRM Error Event 3338: http://forums.adobe.com/thread/1257805
DRM Error Event 3346/3322: http://forums.adobe.com/thread/1258343
Please forward this along to your Application Developer & Support organizations.

The SMTP connection works now with the newIMP account, but I get a different error message on the incoming (IMP) server. Outlook 2013 automatically creates a local .OST file, so it wants to sync with the server, and I now get this error message,
Task 'Synchronizing subscribed folders for [email protected]' reported error (0x800CCC0E) : 'Outlook cannot synchronize subscribed folders for [email protected] Error: Cannot connect to the server. If you continue to receive this message, contact your server administrator or Internet service provider (ISP).'

Dynamics CRM 2013 Workflow

Hi All,
I have a scenario in which user has to qualify lead, there is business process which is applied on lead. In business process there are certain fields before going to next state user has to fill that fields. There is target time line for every field like after
filling the first field value if user does not fill the second field value with in 24 HR then a task will be created for that user. Similar process for every field. As per my understanding we can do this by workflow. But workflow there will multiple workflows.
Can any one suggest me best optimized solution for it instead of workflow. Thanks in advance.
Regards,
Naveena
priyai

Hi,
I would create a lot of child workflows and one master workflow which calls all these child workflows. Also waiting workflows is not a great solution specially if you have many records and users in the system. If the
system is quite big, suggest using batch process for waiting conditions.
Hope this helps.
Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/
If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

Dynamics CRM 2013 : Designing email for marketing

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