Dynamics crm 2015 : Portal Deployment / development - external users autehntication
Dear all,
I have just deployed my dynamics crm 2015 on-premise version.
I would like to get some tips/guide about how to authenticate external users through portal to CRM.
Example, I want my external users to be able to log case request through portal.
Any help would be greatly appreciated.
Thanks & Regards
Vinay
I recommend reading the SDK's Walktrough:
Building a Web App
After that, I'd check out the 311 Accelerator in CodePlex
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Dynamics CRM 2015 developer Class
I am looking for a Dynamics CRM 2015 developer taining/class. My company will pay for the course and I am located in Washington, DC/Virginia./Maryland area. Any in class recommendations?
Hello,
I believe first step is to Download Log File and recheck it for error.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
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Restrict access to Dynamics CRM 2015 to only company laptops or Ipads
Dear all,
I have deployed MS Dynamics CRM 2015 server on premise and I want to restrict access to company laptops only.
All company laptops are joined to my domain.
Any guide/help would be greatly appreciated.
Many Thanks & Regards
VinayCRM has no specific functionality to restrict access to certain machines, but you may be able to achieve this by more general functionality. One option is to block the Crm url on specific client machines, as per the previous post, but that only works for
known machines.
Another option could be to add restrictions in IIS on the Crm Server. This can restrict access to only certain IP addresses, but that would only work if the laptops always connect via a known set of IP addresses - this is probably OK if they're always connected
via a company network, either directly, or via a VPN
Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk -
Dynamics CRM 2015 Install requires Active Directory on VM Windows 2012 R2 Server
Hello,
I'm trying to install Dynamics CRM 2015 on a standalone VM not connected to a domain (it's running under WIndows 8.1 Professional). The VM was configured using WIndows Server 2012 R2. I'm getting an error message shortly into the install process stating
it needs to access Active Directory.
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Can you please advise ?
SO many thanks,
JohnCRM requires AD no way around that so the most likely solution is to install it on that server or on a VM not connected to your other networks
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn -
Dynamics CRM 2015 : Email editor
Dear all,
Can anyone confirm if the email editor comes with the Dynamics CRM 2015 On-premise version and Online version?
I have many reviews saying that we have email editor in the Dynamics CRM 2015 version but I am unable to find it.
Any help/ guide would be greatly appreciated.
Many Thanks & Regards
VinayHello Vinay,
The emal editor is only available with MDM (Microsoft Marketing). Check this out for reference.
https://community.dynamics.com/crm/f/117/t/151513.aspx
Regards
Abhishek
Abhishek Bakshi -
Do you have support to integrate echosign with Dynamics CRM 2015, If Not, When it will be possible?
Hey Mantas,
Do not expect that feature any time soon. I do not even see that being a feature this year.
Considering all that is going on and required to be finished and sorted a lot more is/will need to be done.
In terms of what you can do I have done things like used the refer a friend form which you can style and use that to send emails out to the needed people. I have submitted multiple web forms with ajax etc as well.
You have the custom fields for the people and emails (if not you can add them) and you can use those to send emails off to people, you just do not have a workflow so your not pestered with it but the notification message is the one that goes out and can have a template applied.
So there is a number of things you can do to get that going along those lines. I have done a few variations of this on different sites.
Warning note though - Ajax submission for custom web forms has a total character limit (all fields) of 1024 characters, which is not a lot. -
while import the solution into dynamics crm 2015.import fail is getting.could anybody help me on this.
hsk srinivasHello,
I believe first step is to Download Log File and recheck it for error.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog -
Microsoft Dynamics CRM 2015 online (AD requirements)
Hi all,
we are currently looking to setup a CRM 2015 online environment.
I tried looking in the Technet articles but couldn't find an answer.
Do we need to forsee Active directory groups (such as PrivUserGroup, SQLAccessGroup,...) like we do for the On premise version?
And do we need to give a license, or does this come with the Office 365 license?
Any help would be highly appreciated.
Regards,Got a call from MS support, its across the entire service. They are working hard to fix meanwhile they provided a work around I am not sure if it will work for everyone but
https://ORGNAME--s.crm4.dynamics.com worked for me. Or variations where --d becomes --s
so that is the normal url https://ORGNAME.crm4.dynamics.com/ you take the orgname and add --d or --s followed by crm4.dynamics.com
Only works in IE
teach a man to fish ... etcetera -
Ms word Macro to extract Great Plains Dynamics CRM 2015 Data
Hello,
I have a macro in MS Word that I am trying to use from a remote server (URL)
How do I reconfigure my datasource to utilize a url such as:
http://555.555.00.000/ABCCRM/main.aspx#960021546
Sub LoadOpportunityList()
' LoadOpportunityList Macro
Set opportunityList = ActiveDocument.SelectContentControlsByTitle("OpportunityNumber").Item(1)
Dim cnn As New ADODB.Connection
Dim rst As New ADODB.Recordset
cnn.Open "Provider=SQLOLEDB;" & _
"Data Source=ABCCRM\DB1;" & _
"Initial Catalog=ABC_MSCRM;" & _
"User Id=sa;" & _
"Password=abc123"
rst.Open "SELECT DISTINCT ws_opportunitynumber FROM Opportunity WHERE ws_opportunitynumber IS NOT NULL AND StateCode = 0 AND StepName = '2 - Estimating' Order By ws_opportunitynumber;",
cnn, adOpenStatic
rst.MoveFirst
With ActiveDocument.SelectContentControlsByTitle("OpportunityNumber").Item(1).DropdownListEntries
.Clear
Do
.Add rst![ws_opportunitynumber]
rst.MoveNext
Loop Until rst.EOF
End With
rst.Close
cnn.Close
Set rst = Nothing
Set cnn = Nothing
End Sub
Sub LoadOpportunityDetails()
' LoadOpportunityDetails Macro
Set opportunityList = ActiveDocument.SelectContentControlsByTitle("OpportunityNumber").Item(1)
Call GetOpportunityDetails(opportunityList.Range.Text)
End Sub
Private Sub GetOpportunityDetails(OpportunityName As String)
Dim cnn As New ADODB.Connection
Dim rst As New ADODB.Recordset
cnn.Open "Provider=SQLOLEDB;" & _
"Data Source=Server1\DB1;" & _
"Initial Catalog=ABC_MSCRM;" & _
"User Id=sa;" & _
"Password=abc123"
rst.Open "SELECT TOP 1 * FROM WS_PROPOSALDATA Where ws_opportunitynumber ='" & OpportunityName & "';", _
cnn, adOpenStatic
' rst.Open "SELECT TOP 1 Address1_Street1, Address1_Street2 FROM OpportunityBase Where Name ='" & OpportunityName & "';", _
cnn, adOpenStatic
rst.MoveFirst
Set proposaldate = ActiveDocument.SelectContentControlsByTitle("ProposalDate").Item(1)
Set projecttype = ActiveDocument.SelectContentControlsByTitle("ProjectType").Item(1)
Set projectname = ActiveDocument.SelectContentControlsByTitle("ProjectName").Item(1)
Set opportunitycontact = ActiveDocument.SelectContentControlsByTitle("OpportunityContact").Item(1)
Set customerquoteto = ActiveDocument.SelectContentControlsByTitle("CustomerQuoteTo").Item(1)
Set quotetoaddress1 = ActiveDocument.SelectContentControlsByTitle("QuoteToAddress1").Item(1)
Set quotetoaddress2 = ActiveDocument.SelectContentControlsByTitle("QuoteToAddress2").Item(1)
Set quotetocity = ActiveDocument.SelectContentControlsByTitle("QuoteToCity").Item(1)
Set quotetostate = ActiveDocument.SelectContentControlsByTitle("QuoteToState").Item(1)
Set quotetozip = ActiveDocument.SelectContentControlsByTitle("QuoteToZIP").Item(1)
Set billtocustomer = ActiveDocument.SelectContentControlsByTitle("BillToCustomer").Item(1)
' Set billtoaddress1 = ActiveDocument.SelectContentControlsByTitle("BillToAddress1").Item(1)
' Set billtoaddress2 = ActiveDocument.SelectContentControlsByTitle("BillToAddress2").Item(1)
' Set billtocity = ActiveDocument.SelectContentControlsByTitle("BillToCity").Item(1)
' Set billtostate = ActiveDocument.SelectContentControlsByTitle("BillToState").Item(1)
' Set billtozip = ActiveDocument.SelectContentControlsByTitle("BillToZIP").Item(1)
Set locationcustomer = ActiveDocument.SelectContentControlsByTitle("LocationCustomer").Item(1)
Set locationaddress1 = ActiveDocument.SelectContentControlsByTitle("LocationAddress1").Item(1)
Set locationaddress2 = ActiveDocument.SelectContentControlsByTitle("LocationAddress2").Item(1)
Set locationcity = ActiveDocument.SelectContentControlsByTitle("LocationCity").Item(1)
Set locationstate = ActiveDocument.SelectContentControlsByTitle("LocationState").Item(1)
Set locationzip = ActiveDocument.SelectContentControlsByTitle("LocationZIP").Item(1)
Set contactname = ActiveDocument.SelectContentControlsByTitle("ContactName").Item(1)
Set contactemail = ActiveDocument.SelectContentControlsByTitle("ContactEmail").Item(1)
Set contactphone = ActiveDocument.SelectContentControlsByTitle("ContactPhone").Item(1)
Set servicemgrname = ActiveDocument.SelectContentControlsByTitle("ServiceMgrName").Item(1)
Set servicemgremail = ActiveDocument.SelectContentControlsByTitle("ServiceMgrEmail").Item(1)
Set servicemgrphone = ActiveDocument.SelectContentControlsByTitle("ServiceMgrPhone").Item(1)
Set customerservicename = ActiveDocument.SelectContentControlsByTitle("CustomerServiceName").Item(1)
Set customerserviceemail = ActiveDocument.SelectContentControlsByTitle("CustomerServiceEmail").Item(1)
Set customerservicephone = ActiveDocument.SelectContentControlsByTitle("CustomerServicePhone").Item(1)
Set technicianname = ActiveDocument.SelectContentControlsByTitle("TechnicianName").Item(1)
Set technicianemail = ActiveDocument.SelectContentControlsByTitle("TechnicianEmail").Item(1)
Set technicianphone = ActiveDocument.SelectContentControlsByTitle("TechnicianPhone").Item(1)
Set Location = ActiveDocument.SelectContentControlsByTitle("Location").Item(1)
Set ProposalNumber = ActiveDocument.SelectContentControlsByTitle("ProposalNumber").Item(1)
proposaldate.Range.Text = rst![ws_proposaldate]
projecttype.Range.Text = rst![ws_bidtype]
projectname.Range.Text = rst![Name]
opportunitycontact.Range.Text = rst![ws_endcustomercontactidname]
customerquoteto.Range.Text = rst![QuotedToName]
quotetoaddress1.Range.Text = rst![QuotedToaddress1_line1]
quotetoaddress2.Range.Text = rst![QuotedToaddress1_line2]
quotetocity.Range.Text = rst![QuotedToaddress1_city]
quotetostate.Range.Text = rst![QuotedToaddress1_stateorprovince]
quotetozip.Range.Text = rst![QuotedToaddress1_postalcode]
billtocustomer.Range.Text = rst![BillToName]
' billtoaddress1.Range.Text = rst![BillToaddress1_line1]
' billtoaddress2.Range.Text = rst![BillToaddress1_line2]
' billtocity.Range.Text = rst![BillToaddress1_city]
' billtostate.Range.Text = rst![BillToaddress1_stateorprovince]
' billtozip.Range.Text = rst![BillToaddress1_postalcode]
locationcustomer.Range.Text = rst![Location]
locationaddress1.Range.Text = rst![ws_Address1]
locationaddress2.Range.Text = rst![ws_Address2]
locationcity.Range.Text = rst![ws_Addresscity]
locationstate.Range.Text = rst![ws_Addressstate]
locationzip.Range.Text = rst![ws_AddressZip]
contactname.Range.Text = rst![MaintenanceSalesRepfullname]
contactemail.Range.Text = rst![MaintenanceSalesRepemailaddress1]
contactphone.Range.Text = rst![MaintenanceSalesReptelephone1]
servicemgrname.Range.Text = rst![AreaServiceManagerfullname]
servicemgremail.Range.Text = rst![AreaServiceManageremailaddress1]
servicemgrphone.Range.Text = rst![AreaServiceManagertelephone1]
customerservicename.Range.Text = rst![CustomerServiceRepfullname]
customerserviceemail.Range.Text = rst![CustomerServiceRepemailaddress1]
customerservicephone.Range.Text = rst![CustomerServiceReptelephone1]
technicianname.Range.Text = rst![Technicianfullname]
technicianemail.Range.Text = rst![Technicianemailaddress1]
technicianphone.Range.Text = rst![Techniciantelephone1]
Location.Range.Text = rst![Location]
ProposalNumber.Range.Text = rst![ProposalNumber]
' Set street1 = ActiveDocument.SelectContentControlsByTitle("Address1").Item(1)
' Set street2 = ActiveDocument.SelectContentControlsByTitle("Address2").Item(1)
' street1.Range.Text = rst![Address1_Street1]
' street2.Range.Text = rst![Address1_Street2]
rst.Close
cnn.Close
Set rst = Nothing
Set cnn = Nothing
End Sub
JohnHi,
Use the config file in your project as explained below.
https://msdn.microsoft.com/en-us/library/16e74h9c.aspx?f=255&MSPPError=-2147217396
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" -
Mailbox is disabled in MS Dynamics CRM 2015 Online
Hi All,
I am getting below error, I reconfigured my mailbox to "Server Side Synchronization" and provided MS Exchange Online/ my company's email Id. But did not suceed throughh. Any solution please
Your mailbox Lalit has been disabled for receiving email. Make sure
that the credentials specified in your mailbox record are correct and have sufficient permissions for receiving email. Then, enable the mailbox for email processing.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 2015 unexpectedly deleted associated view for custom entity
i have contact and custom entity.it has associated view.unfortunately i deleted associated view.while exporting the solution export fail how can i resolve this one.any help would be highly appreciated.
hsk srinivasDo you have the view in another environment (e.g. PROD)? If so, you can create a new Solution there and just add the entity to the solution and Export/Import it back to your "broken" environment.
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CRM 2015 outlook client does not connect to CRM
Hi,
I am trying to run the configuration wizard to connect the office 2010 outlook to Dynamics CRM 2015 server and get the error below (outlook client 2015 is successfully installed). All the required components
are installed on both server and client side.
Any idea?
captainsinaHi Nico,
How is it going? :)
I am going against on-prem. Not being prompted for credentials. I can go to the services using the browser, but the outlook client fails.
I am using the same credentials on the local machine as the CRM user credentials.
Cheers.
captainsina -
MS CRM 2015 Adding Custom RIbbon button in dashboard and Changing Colors
Hi,
I am Looking for customization in MS Dynamics CRM 2015 and want to Add Custom Ribbon button in dashboard and Changing Colors of that ribbon using customization.xml i am new to crm 2015 and only know how to import export solutions.
Regards
IrfanHello Irfan,
For adding a custom button please refer this blog
https://community.dynamics.com/crm/b/aeonnexuscrm/archive/2014/10/21/ms-crm-2013-adding-custom-ribbon-button-in-dashboard.aspx
And for changing colors in Chart
https://crmchartguy.wordpress.com/2012/08/23/palette-custom-colors-in-charts/
Hope this helps!
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/ -
Dynamic CRM 2015 Social Listening.
Hi,
I need to configure and use the Social Listening feature with the trial dynamics CRM 2015.
When i go to administration section and try to configure the social listening in the drop down i am getting none so i am not able to configure it.
Kindly help.
Regards
Deepak Jangra
Deepak JangraI've also discovered that the qualify button on leads will throw the exact same error.
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Making reports accessible to external users
Hello,
I'm wondering where I can find information of typical BI extranet setups to make webi, xcelsius, crystal reports accessible to external users (vendors). How much effort does this involve? Is the solution to create a website and then using the web services SDK or the BOBJ enterprise SDK - to open/list reports within that website? Where can I find additional info to answer questions such as:
- How is security handled?
- is it recommended to have "vendor" reports reside on a separate server (than the one hosting other BI reports) or should reports reside outside the firewall?
thanks,
NellyThere are a lot of questions here. I'll try to answer them as best as I can. First, you should look at the [XI R2 Pattern Book for Windows|http://help.sap.com/businessobject/product_guides/boexir2/en/Win_pattern_book.pdf].
How much effort does this involve?
Since this is relatively involved, this is a gist what what is needed.
The standard approach is to use a reverse proxy that shields the internal BOE deployment from external users.
Is the solution to create a website and then using the web services SDK or the BOBJ enterprise SDK - to open/list reports within that website?
This is not necessary. You could allow external users to access the same Infoview that your internal users use. The reverse proxy has 2 network cards (and 2 IP addresses, one for external users and one for internal users). This allows it to mask the IP address(es) of internal servers to external clients.
How is security handled?
This really depends on the size of your deployment, budget etc. You could just use security within BO or you could use external software to handle security before the request even reaches BO (TAM for example).
is it recommended to have "vendor" reports reside on a separate server (than the one hosting other BI reports) or should reports reside outside the firewall?
No. A BO deployment can only have one filestore, that must reside within the firewall (as a best practice). Best practices suggest that only the router/gateway is outside the firewall.
A typical (simple) deployment would be:
clients --->internet--->router/gateway--->firewall(outer)----->web server (reverse proxy)-->firewall(inner)--->BOE servers
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