Dynamics 365 Data Export Service

January 16th, 2018 DynamicsMSCRM No comments

If you’ve moved to Dynamics CRM/365 Online then the likelihood is that you’ve come up against the limitation of not being able to query the SQL database directly to perform more complex reporting or for custom integrations. Many on premises deployments rely on querying the backend databases and in the past this has been a blocker to moving to the cloud – or at least it has meant a complex and costly integration to copy the data from Dynamics 365 to a on prem SQL database.
The introduction of the Data Export Service is a real game changer with the possibility to replicate your data from Dynamics CRM/365 online to an Azure SQL database in your own Azure Subscription. Once you have your data in a SQL Database you can then using PowerBI, integrate with other systems and create a data warehouse. I’ve found that the speed of the replication is impressive, being minutes/seconds and not hours.

There are a number of perquisites to enabling this which you can read about in msdn: https://technet.microsoft.com/en-us/library/mt744592.aspx
Azure Active Directory linked to Office 365
Azure SQL Database and user with correct permissions
Azure KeyVault created (using PowerShell script provided)
Dynamics CRM Online 8.1 or later
Data Export Service solution installed from App Source
Change tracking enabled for custom entities you want to sync
You must be a System Administrator to create the export profiles
The PowerShell script requires that you install the Azure cmdlets – see

https://docs.microsoft.com/en-gb/powershell/azureps-cmdlets-docs/

Here is a video that demonstrates this new service and how to set it up

Sourced From: Scott Durow (MVP)

Additional Information:
• Data Export Step by Step Manual Way: https://nishantrana.me/2017/03/19/configuring-data-export-service-in-microsoft-dynamics-365/
• Data Export Service – How to: https://crmchartguy.wordpress.com/2017/01/11/setup-the-data-export-service-with-a-power-bi-solution-template/
• Data Export Service Technet: https://technet.microsoft.com/en-us/library/mt744592.aspx#SetupAzureKV

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SharePoint document list on main CRM form

November 21st, 2017 DynamicsMSCRM No comments
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D365 Editable Grids

November 1st, 2017 DynamicsMSCRM No comments
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Dynamics 365 Customer Center

October 6th, 2017 DynamicsMSCRM Comments off

Help and Training

  • What’s New
  • Get Started
  • eBooks & Videos
  • Admin Content
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Creating Custom Apps using App Designer in Dynamics 365

September 28th, 2017 DynamicsMSCRM No comments
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Dynamics 365 requires TLS 1.2 or higher for connectivity beginning with the July 2017 update

September 28th, 2017 DynamicsMSCRM No comments

Starting with the July 2017 update for Dynamics 365 (online) we will begin requiring connections to customer engagement applications to utilize TLS 1.2 (or better) security. This aligns with updated Microsoft and industry security policies and best practices, and you may be required to take actions to maintain connectivity to Dynamics 365 Customer Engagement applications. Please review the following information to help you identify if you are impacted and what steps you may need to take.

What is TLS:
TLS stands for “Transport Layer Security,” and is a protocol that is an industry standard designed to protect the privacy of information communicated over the Internet. TLS is used in many web browsers and applications that communicate over HTTPS and TCP.

What is the change:
Today, all Dynamics 365 Customer Engagement online versions support TLS 1.0, 1.1 and 1.2, but starting with the release of the July 2017 update for Dynamics 365 (online), which is version 9.0 of the Customer Engagement platform, we will begin blocking connections to the updated product from clients or browsers that are using TLS 1.0 and 1.1. Versions 8.x and 7.x of Dynamics 365 Customer Engagement will not be affected with this change, and will continue to provide support for TLS 1.0, 1.1, and 1.2 as they do today. Please note: This change only affects Microsoft Dynamics 365 Online Customer Engagement, not on premises versions.

How will you or your customers be impacted:
All supported browsers for Dynamics 365 Customer Engagement (versions 7.x – Version 9.x) currently comply with the TLS 1.2 standards and will continue to work as before. However, if you have disabled the TLS 1.2 protocol on your browser or utilize a custom Windows client built with .NET 4.5.2 you will be affected and lose connectivity to organizations with the July 2017 update for Dynamics 365 (online), version 9.0.

If you have deployed a non-Windows application that connects to a Microsoft Dynamics 365 Customer Engagement instance you will need to verify that the technology stack you used supports TLS 1.2

How you or your customers can avoid being impacted.
• Custom Windows clients built utilizing .NET 4.5.2 (web and native client applications)
o Custom Windows clients built utilizing .NET 4.5.2 can be fixed by recompiling on .NET 4.6.2. Versions of .NET 4.6.2 and higher implement a process that will seek the highest possible security transport that the host operating system supports.
o If you are unable to do this, you can utilize a registry setting on Windows that will force .NET to utilize the highest possible security standard. Please Note: This is a machine-wide setting and may have undesired affects. It is recommended that you or your customer utilize the method of recompiling to .NET 4.6.2 or higher. The registry settings that will force .NET 4.5.2 to prefer TLS 1.2 machine-wide are documented in the article Microsoft Security Advisory 2960358 in the section “Suggested Actions” under “Manually disable RC4 in TLS on systems running .NET Framework 4.5/4.5.1/4.5.2″

• Non .NET Clients (web and client applications)
o Please check with the framework or language provider to determine how to configure your application to utilize TLS 1.2

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Dynamics Field Service, Installation and Setup

September 11th, 2017 DynamicsMSCRM Comments off

Field Serviced Installation and Setup

  • Manage your field service operations with Microsoft Dynamics 365 for Field Service
  • Install Microsoft Dynamics 365 for Field Service
  • View user accounts and security roles (Field Service)
  • Configure default settings for Dynamics 365 for Field Service
  • Turn on auto geocoding (Field Service)
  • Use Connected Field Service to remotely monitor and service customer equipment (field service)
  • Use Resource Scheduling Optimization to schedule multiple booking requirements on a recurring basis (field service)
  • Schedule anything in Dynamics 365
  • Install the Field Service mobile app
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ClickDimensions: How to make changes to the service user

July 17th, 2017 DynamicsMSCRM No comments

Overview:

Describes how to change the password on the service account that was set up for ClickDimensions to communicate with CRM.

Problem/Scenario:

The ClickDimensions service requires a CRM user account to be set up as a “service account.” If the password is changed for this user, the ClickDimensions service will be unable to communicate with CRM, and you will be unable to access ClickDimensions functions from within CRM.

If you have already changed the password for the service account, when navigating to certain portions of the ClickDimensions system within CRM, you may see an error similar to “An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.” This indicates that the password is out of sync.

Resolution:

When you originally registered for the ClickDimensions solution, one of the fields you had to enter information into was the CRM user field. This information was needed to establish a service user for our application. While we recommend that you create a dedicated CRM user with a fixed password, you can easily provide any CRM user with appropriate privileges. (NOTE: Some corporate policies and security best practices dictate changing the password on service accounts and user accounts on a regular basis.)

Continue for Screen Shots and walk through of the process.

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ClickDimensions: How to change both the username AND password for the service user:

July 17th, 2017 DynamicsMSCRM No comments

In order to change both the username and password for the service user, you must open a support ticket. Please tell us the URL to your CRM as well as the new username. We can reset the username and then you’ll need to set the password as described in the above steps.

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Dynamics 365 eBooks and Videos

July 17th, 2017 DynamicsMSCRM Comments off
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ClickDimensions and CRM’s aggregate query limit

April 13th, 2016 DynamicsMSCRM No comments

CRM won’t allow you to send to a dynamic marketing list over 50,000 records. If you are CRM on prem, you can change this default number (called aggregate query limit). If you are CRM online you will need to break the sends down to lists of 50K or less.

To increase the limit, you’ll need to modify:
Database: MSCRM_CONFIG
Table: Deployment Properties
Column: AggregateQueryRecordLimit

To query the current value:

USE MSCRM_CONFIG
GO

SELECT ColumnName
, IntColumn
FROM DeploymentProperties
WHERE ColumnName = “AggregateQueryRecordLimit”

To modify the value:

UPDATE DeploymentProperties
SET IntColumn = 250000 (suggested setting)
WHERE ColumnName = “AggregateQueryRecordLimit”

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New-AzureSBNamespace : ForbiddenError: The server failed to authenticate the request

April 13th, 2016 DynamicsMSCRM No comments

If you receive the following error below then your Azure user does not have Administrator permissions. Azure has been changing permissions, formally every users basically had admin rights however that is not the case any longer. If you are unable to add a Namespace then most likely your Azure user does not have permissions. The user will now need Administrator privileges to add a Namespace. If you have a specific Azure user that you are using for the Namespace and Queues then you will need to login to Azure with an Administrator, browse to the Service Bus area, go to Settings and then add the specific user to the Admins. Once complete you will be able to add the Namespace

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add-azureaccount : The given key was not present in the dictionary

April 13th, 2016 DynamicsMSCRM No comments

To resolve this error the Azure Powershell instance must be October, if they have the December version it will fail. You can see the version by going to Programs and Features. They will need to uninstall the December version and install the October version, an installation overwrite will not work.

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ClickDimensions Security Roles

February 24th, 2016 DynamicsMSCRM Comments off

During installation of the ClickDimensions solution, four security roles are created in CRM. These roles are specific to ClickDimensions and have very different purposes. The following list describes each ClickDimensions security role and its intended purpose.

ClickDimensions Core
This role should be assigned to all users (even if not using ClickDimensions). It contains the minimum set of privileges that are required by the ClickDimensions plugins and will prevent failures in creating leads/contacts and opportunities

ClickDimensions User
This security role should be assigned to users (none administrators) who view data generated by ClickDimensions. Most of the privileges are set to the Read level so the users can view the tracking data. This role also allows the user the ability to send emails.

ClickDimensions Service
This role should be assigned to the ClickDimensions service user in case the System Administrator role cannot be assigned. For more information on the required privileges for this particular user please go to the Security Requirements.

ClickDimensions Lock Email Blocks
This role should be assigned to users who need to be able to lock and unlock blocks in the Drag and Drop email editor. When a block is locked anyone without this role will not be able to edit the content of the block. More here.

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ClickDimensions, which data center am I hosted in?

October 21st, 2015 DynamicsMSCRM No comments

To tell where your ClickDimensions account data center is deployed in, you can open the Email Template designer. The URL begins with https://app-eu.clickdimensions…, the eu in this case designates the Europe, au for Australia and us for North America.

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Click Dimension References

September 4th, 2015 DynamicsMSCRM No comments
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Microsoft Dynamics CRM Help & Training

July 2nd, 2015 DynamicsMSCRM Comments off
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MS CRM Online 2015 Update 1 (7.1.0) Product Documentation is Available

May 4th, 2015 DynamicsMSCRM No comments
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Microsoft Dynamics Forums

March 4th, 2015 DynamicsMSCRM Comments off
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Dynamics MS CRM 2015 Training Videos

December 17th, 2014 DynamicsMSCRM Comments off

Full list of the Microsoft Dynamics CRM 2015 trainings on YouTube

Dynamics CRM

Microsoft Dynamics CRM 2015 Product Catalog New Features – What’s New

Microsoft Dynamics CRM 2015 Product Catalog New Features – Overview

Microsoft Dynamics CRM 2015 Product Catalog New Features – Setup and Management

Microsoft Dynamics CRM 2015 Product Catalog New Features – Product Properties

Microsoft Dynamics CRM 2015 Product Catalog New Features – Bundles and Kits

Microsoft Dynamics CRM 2015 Product Catalog New Features – Suggestions

Microsoft Dynamics CRM 2015 Product Catalog New Features – Pricing Calculation Configurability

Microsoft Dynamics CRM 2015 Product Catalog New Features – Localizable Attributes

Microsoft Dynamics CRM 2015 Product Catalog New Features – Product Selling

Microsoft Dynamics CRM 2015 Product Catalog New Features – Architecture


Microsoft Dynamics CRM 2015 Enhanced SLA New Features

Microsoft Dynamics CRM 2015 Field Level Security New Features

Microsoft Dynamics CRM 2015 Hierarchy Security Model New Features

Microsoft Dynamics CRM 2015 SLA New Features – Differences


Dynamics Marketing


Microsoft Dynamics Marketing 2015 Update Campaign Management New Features – Webinars

Microsoft Dynamics Marketing 2015 Update General New Features – Calendar

Microsoft Dynamics Marketing 2015 Update General New Features – Intro

Microsoft Dynamics Marketing 2015 Update General New Features – Social

Microsoft Dynamics Marketing 2015 Update General New Features – Approvals

Microsoft Dynamics Marketing 2015 Update General New Features – Additional

Microsoft Dynamics Marketing 2015 Update Campaign Management New Features – A/B Test

Microsoft Dynamics Marketing 2015 Update Campaign Management New Features – Workflow Triggers

Microsoft Dynamics Marketing 2015 Update Campaign Management New Features – Offers

Microsoft Dynamics Marketing 2015 Update Microsoft Dynamics CRM Analytics New Features

Microsoft Dynamics Marketing 2015 Update Microsoft Dynamics CRM SDK New Features

Microsoft Dynamics Marketing 2015 Update Sales Collaboration New Features

Microsoft Dynamics Marketing 2015 Update A/B Testing New Features – Overview and Setup

Microsoft Dynamics Marketing 2015 Update A/B Testing New Features – Campaign Automation and Results

Microsoft Dynamics Marketing 2015 Update Microsoft Dynamics CRM Connector New Features


Microsoft Social Listening 2014 R2 New Features


Microsoft Dynamics CRM 2015 Business Rules New Features

Microsoft Dynamics CRM 2015 Business Process Flows New Features

Microsoft Dynamics CRM 2015 Multi-Geo Tenant New Features

Microsoft Dynamics CRM 2015 Setup and Upgrade New Features

Microsoft Dynamics CRM 2015 Search New Features

Microsoft Dynamics CRM 2015 Miscellaneous New Features

Microsoft Dynamics CRM 2015 CRM for Outlook New Features

Microsoft Dynamics CRM 2015 Hierarchy Visualization New Features

Microsoft Dynamics CRM 2015 CRM for Phones New Features


Microsoft Dynamics CRM 2015 CRM for Tablets New Features – Dashboards

Microsoft Dynamics CRM 2015 CRM for Tablets New Features – Iframes

Microsoft Dynamics CRM 2015 CRM for Tablets New Features – Offline Drafts

Microsoft Dynamics CRM 2015 CRM for Tablets New Features – Additional Features


Microsoft Dynamics Marketing 2015 Update Email Editor New Features – Graphical Editor

Microsoft Dynamics Marketing 2015 Update Email Editor New Features – Validation

Microsoft Dynamics Marketing 2015 Update Email Editor New Features – HTML Editor


Microsoft Dynamics Marketing 2015 Update Lead Management New Features – Demo

Microsoft Dynamics Marketing 2015 Update Lead Management New Features – Lists and Contacts

Microsoft Dynamics Marketing 2015 Update Lead Management New Features – Landing Pages and Events

Microsoft Dynamics Marketing 2015 Update Lead Management New Features – Lead Scoring


Microsoft Dynamics CRM 2015 Customization New Features- Power BI

Microsoft Dynamics CRM 2015 Customization New Features – Roll Up Calculated Fields

Microsoft Dynamics CRM 2015 Customization New Features- Customizable Help


Source From: EMEA Dynamics CRM Support

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MS CRM 2015 Resources and Information

December 1st, 2014 DynamicsMSCRM Comments off
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MS CRM 2013 Encryption (HTTPS bypass)

September 22nd, 2014 DynamicsMSCRM Comments off

SELECT [ColumnName],[BitColumn]
FROM [MSCRM_CONFIG].[dbo].[DeploymentProperties]
WHERE ColumnName=’DisableSSLCheckForEncryption’

UPDATE [MSCRM_CONFIG].[dbo].[DeploymentProperties]
SET [BitColumn]=1
WHERE ColumnName=’DisableSSLCheckForEncryption’

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MS CRM 2013 Performance: Form\View Load Analyzer

August 20th, 2014 DynamicsMSCRM Comments off

With the release of Service Pack 1 for Dynamics CRM 2013 Microsoft has introduced an analyzer to track performance on CRM form Loads. To take advantage of this feature open a form on CRM and then using your keyboard select Ctrl + Shift + Q to view the performance analyzer. To activate this utility choose Enable on the utility and then using F5 refresh your CRM form, the utility will close, normal behavior.

Once the form has refreshed select Ctrl + Shift + Q again, this time the utility will display showing the performance of the form load.

Some items of note when using this utility.
- Probably a good idea to Disable the Utility when not in use, only Enable when needed
- It appears to only work with IE
- It will work with CRM Online and appears to work on CRM On Premise as well but some have had issues, maybe browser choice.
- This is not restricted to Forms, it will work on Views as well.

In addition to the graphical view of the load performance you can Copy the stats for a more detailed exam. Included is a sample showing some of the parameter, this captures more rows of data but I have limited the output due to blog realestate.

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MSCRM 2013 Data Encryption

August 18th, 2014 DynamicsMSCRM Comments off

Data Security is the prime aspect across the world. As we are storing all our data into the CRM, we need to keep our sensitive data in Encrypted format for the security reasons. Microsoft Dynamics CRM 2013 uses standard Microsoft SQL Server cell level encryption for a set of default entity attributes that contain sensitive information, such as user names and email passwords.

Features:

- Uses FIPS 140-2 Encryption Standard

- prevents a database administrator from accessing encrypted data

- SQL Server cell level encryption

Uses:

- Used to store Email and Password when working with CRM and Microsoft Exchange

- Yammer Integration

Limitations:

- data encryption is not active in Microsoft Dynamics CRM 2013 on-premises by default but users who have the system administrator security role can activate data encryption

- After data encryption is activated, it cannot be turn off but you can change the encryption key if required.

- Data Encryption cannot be applied on the custom fields. Currently it is only available on the out of the box password fields.

- Auditing cannot be enabled on encrypted fields

- Encrypted fields cannot be customized

- Encrypted fields cannot be indexed

- When doing a retrieve of an encrypted field’s value, a null is returned

- SSL is required to use messages

To activate data encryption or change the encryption key you need to navigate to the Settings -> Data Management -> Data Encryption area. Please note that user having System Administrator role can only activate Data Encryption or change the Data Encryption Key.

1) IsDataEncryptionActiveRequest: This request checks whether Data Encryption in Activated or not.

IsDataEncryptionActiveRequest request = new IsDataEncryptionActiveRequest();

IsDataEncryptionActiveResponse response = (IsDataEncryptionActiveResponse)service.Execute(request);

bool isDataEncryptionActive = response.IsActive;

2) SetDataEncryptionKeyRequest: This request helps to change the Data Encryption key. You just need to set the new encryption key in the Encryption Key property which will set the new encryption key.

SetDataEncryptionKeyRequest request = new SetDataEncryptionKeyRequest();

request.ChangeEncryptionKey = true;

request.EncryptionKey = “YOUR_ENCRYPTION_KEY”;

SetDataEncryptionKeyResponse response = (SetDataEncryptionKeyResponse)service.Execute(request);

3) RetrieveDataEncryptionKeyRequest: This function helps retrieve encrypted key available in the organization.

RetrieveDataEncryptionKeyRequest request = new RetrieveDataEncryptionKeyRequest();

RetrieveDataEncryptionKeyResponse response = (RetrieveDataEncryptionKeyResponse)service.Execute(request);

string encryptedKey = response.EncryptionKey;

Please note that, you must use SSL when you use these messages. When you execute these messages, a check will ensure that the user’s client/server connectivity is using the HTTPS protocol. If not, an exception is returned if the requests are submitted without using HTTPS.

Sourced From: Inogic

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MSCRM 2013 White Papers & Technical Documentation

August 18th, 2014 DynamicsMSCRM Comments off
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