CRM 2011 IFD : Add new organization and required changes

July 15, 2013 1 comment

Just thought of sharing when i did those. You may have a need to add a new organization to an existing CRM 2011 IFD deployment. From a plain sight, adding an organization is super simple from deployment manager but remember you now have IFD configured. Once you created the organization you may try to browse that – It will give a 404 page not found error.

That is just because,  there are just couple of inclusions/changes need to be done due to the fact that our deployment is now IFD.

Create a new A host record in your DNS for the corresponding newly created organization name.

dns_entry

Update Relying Party Metadata federation metadata

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This picks up the new entries from the DNS and does the required changes appropriately.

Clear your browser history and cookies

(No reference image required). – This is not required typically but your IE may still get information from the cache when the page is requested again. Clearing the browsing history and cookies makes it all simple.

Cheers,

Edwin

ADFS 2.0 Federation Server Configuration: “Existing Website Detected. Therefore, the website was not reinstalled”

July 15, 2013 2 comments

In my case, i encountered this warning when i was in the process of setting up CRM 2011 IFD but it applies for all ADFS 2.0 related developments.

I’m sure most of us do some experiments and research before a complex setting to be made. In a similar manner, i was installing and uninstalling ADFS 2.0. Got this warning when i tried to reconfigure ADFS 2.0 Federation server.

adfs_website_already_exist

And then the below screen,

adfs_dont_skip

The configuration still completes but when you wanted to be sure of why this is happening. It is imperative to find the root cause. The first thing you do is: you will have to make sure that the website directory still exists. You can check that by navigating to typically c:/inetpub to see if you have a folder exist even after uninstalling ADFS 2.0. If it is there, you can manually delete it.

And you may feel that’s all it to make it smooth the next time you install and configure ADFS 2.0 federation server. But in few circumstances it is not. There will be trails of ADFS left in our system, typically in IIS. To ensure a smooth installation next time, you may need to follow the below steps,

Open IIS – > Navigate to the website- > Select “View Applications”

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Which will bring up the following screen and we need to select ADFS – > Right click and select “Remove”

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Once that is done, in your IIS – > Navigate to Application pools – > Right click on “ADFSAppPool” and select “Remove”.

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That’s it – Add done – Perform an “IISRESET” just to ensure the changes gets reflected and start re-installing ADFS 2.0 and configure ADFS 2.0 Federation Server. This time, you will not get the warning and the configuration will have no issues.

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Hope this benefits someone who may run into similar issues.

Cheers,

Edwin

CRM 2011 JavaScript Error : object doesn’t support property or method ‘Form load’–on most entity forms with a Non Customized CRM

Recently i installed and setup a fresh copy of our CRM 2011 system, the installation went fine and there were no errors or warnings during the installation.

But,

We had one problem – When you open almost any entity form, you get a JavaScript On load Error

There was an error with this field’s customized event

Field: window

Event: onload

Error: object doesn’t support property or method ‘Form load’

That was strange when there are no customizations made and it’s just freshly installed or not even upgraded from CRM 4.0.

After much digging, i learned that it was just because of a corrupt or missing component (ReWrite Module) for the CRM website in IIS.

Before proceeding with the steps to resolve, we can confirm that by opening up IIS Manager from your CRM server – navigate to CRM website – open Modules under IIS Tab,

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If you notice the above image, there is none named Rewrite Module listed under modules.

So, the Resolution was to install/repair the Microsoft URL ReWrite module from your CRM installation media under a folder named URLReWriteModule and the file name is “rewrite_1.1_amd64_rtw”

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Alternatively, you can also download that from here,

http://www.microsoft.com/en-us/download/details.aspx?displaylang=en&id=16784

Once you install/repair the URL Rewrite Module – The Errors doesn’t occur any more and everything works fine.

You can also confirm the changes by going back to Modules under IIS and check for ReWrite Module entry and also open the CRM web.config and find the new entry like this,

<rewrite>
      <rules>
        <rule name="ClientGlobalContextRule" stopProcessing="true">
          <match url="/?([0-9a-zA-Z][^/]*)?/?((?:%7b|\{)[^/]*(?:%7d|\}))?/?(WebResources|Handlers)/ClientGlobalContext.js.aspx" />
          <action type="Rewrite" url="/{R:1}/_Common/ClientGlobalContext.js.aspx" />
        </rule>
        <rule name="WebResourcesRule" stopProcessing="true">
          <match url="/?([0-9a-zA-Z][^/]*)?/?((?:%7b|\{)[^/]*(?:%7d|\}))?/?webresources/([^\\?]+)" />
          <action type="Rewrite" url="/{R:1}/Handlers/WebResource.ashx?name={R:3}" />
        </rule>
        <rule name="FederationMetadataRule" stopProcessing="true">
          <match url="FederationMetadata/2007-06/FederationMetadata.xml" />
          <action type="Rewrite" url="/Handlers/FederationMetadata.ashx" />
        </rule>
      </rules>
    </rewrite>

URL ReWrite – What it does and how does it work in conjunction with CRM?

When a webresource Ex. An entity form is requested from the CRM server, the URL is built dynamically using URL ReWrite component. More information on URL Rewriting in Asp.net is found here.

Hope this helps someone and was a good learning for me as well.

Thanks,

Francis Edwin

Microsoft Dynamics CRM : The Social Curve – Getting More Social with Yammer, MarketingPilot and Netbreeze

March 20, 2013 1 comment

The world is completely going social and so do Microsoft Dynamics CRM. There was a time when CRM 1.0 was released, many thought that it was just going to be a record management system with a tight outlook integration but as years pass by and now as the social era evolves it is pretty evident that Microsoft Dynamics CRM has secured a drivers seat in the CRM arena when compared with other CRM players in the market.

Why am I so excited about this?

Well, I’ve been a developer/consultant with MS CRM since its 3.0 days and have clearly evidenced the way it has evolved.

Here was my social thoughts on Microsoft Dynamics CRM which I wrote more than a year ago,

Social CRM: The Technology Enabler

Social CRM: Engaging your Customers 

And not surprisingly there seems to be a fine line and the dots are getting connected one by one and infact, exceeding expectations!

What’s so special now?

I would say, the acquisitions are here to make a difference,

Yammer, MarketingPilot and now Netbreeze. So what’s instore for us with it?

With the acquisition of Yammer, Microsoft has clearly laid out its plans to leverage the power of Enterprise social network solutions. It is said that, Yammer will be incorporated with Microsoft line of business solutions like, CRM, SharePoint, Office 365.

For CRM, it is likely to replace the Activity feeds functionality by adding more bunch of productivity features. Oh yes, you can learn how it works and try out with the steps provided here and also here.

MarketingPilot and Dynamics CRM brings in deep level of marketing automation into the CRM suite with improved analysis, enhanced campaign management and digital asset management and more.

MarketingPilot_CRM

How about Netbreeze?

The acquisition is just announced and it is expected to bring in social listening and analytics in the CRM space with the intent to listen to our customers across social media and news channels so we can monitor customer’s sentiment and analyze trends which will help to take effective actions to drive more sales and develop better consumer insight.

Very importantly, Netbreeze combines modern methods from NLP (Natural language processing), data mining and semantic analysis to support 28 different writing systems and gets it translated to a common language which can analyze sentiments/trends from the customer – This will be a huge+

When are these made available?

While Yammer is already there for CRM Online, Microsoft has confirmed that the MarketingPilot version 15 will be available with the next release code named “Gemini”. The MarketingPilot update will be available to U.S customers by the end of this month and at the end of the year for international customers.

Netbreeze integration is still unknown given the fact, the acquisition is just announced.

What about “Orion”?

Orion (the next second update to Dynamics CRM) will be available late 2013 which will feature local CRM applications for iPads and Windows 8 (Cross Mobile Platform support)

With all said and done, we will have to wait to see those features live in action, until then let’s keep our engines ON. Thank you!

Cheers,

Edwin

 

My CRM Ranking from http://crmrockstar.com/

March 19, 2013 2 comments

Updated

Hello CRM World,

I’m glad to share my ranking for Microsoft Dynamics CRM from CRM Rockstar. You can check my current standings from my public profile below,

http://crmrockstar.com/edwin

Thank you CRM Rock Star team for the reward!

Cheers,

Edwin

 

Categories: CRM, Dynamics CRM 2011, General Tags: , ,

Why a good architecture is vital in CRM/xRM implementations?

March 14, 2013 8 comments

A good architecture is vital for any software system to make it more scalable and robust. Likewise for any business solutions systems like CRM and ERP’s which comes with its own built-in standard architecture needs to be given serious considerations before customizing or extending it. Of course, it largely depends on the provided framework but keeping in mind this aspect will eventually give us great outcomes.

(A good Architecture) – What values does it provide?

Business Value  : Better “ROI” and improved implementation success rate.

User Value         : Increased adoption and value for their time and efforts.

System Value     : High availability and increased performance

The reason to highlight this aspect is, now we are in the “xRM” era and not just “CRM”. So “Architecture Rule Violations” will have to be avoided in CRM/xRM implementations.

If the system requirements requires us to be bypass the proposed architecture, there still needs to be a proven way and I learned that the  “ATAM” – Architecture Tradeoff Analysis Method would be the best possible way to go with where we can eliminate the foreseen risk factors in advance.

Ultimately this will deliver more value to the CUSTOMERS when the business, user and the system aspects are structured with a concise architecture.

Have fun architecting your CRM solutions!

Thanks,

Francis Edwin

Categories: CRM, General

Dynamics CRM 2011 UR 12 “Polaris” Update Known Issues

February 1, 2013 Leave a comment

With the CRM 2011 UR 12 “Polaris” update recently released, it is also evident that a lot of CRM administrators and customizers started using/experiment it before advising their customer group.

While doing so, there are chances that the administrators and customizers may come across some issues and will be looking for a possible fix. To address the same, the CRM product support team has come up with some great knowledge base articles to serve the purpose.

Here is a compilation of all the articles with problem resolutions from the CRM product support team. Hope this will save a lot of our troubleshooting time.

Cheers,

Francis Edwin