Posts Tagged: CRM
How to connect Dynamics CRM 2016 On Premise to Exchange Online
In this post I will share how I succeeded in connecting our production CRM on premise to our exchange online.
Background
To carry out the configuration, please consider the following:
- We already had an Office365 tenant with azure active directory sync in place;
- CRM version was 8.1.0.359 (DB 8.1.0.359). It was a single server implementation. The same server was also responsible for active directory sync with O365;
- IFD was properly configured and the CRM server had a SSL wild card certificate issued by a trusted CA;
- I referred to this TechNet article https://technet.microsoft.com/en-us/library/mt703269.aspx
- I performed all the tasks under a domain admin/crm admin/exchange admin single user.
Preparation
According to the TechNet article I subscribed to the Microsoft Dynamics CRM Hybrid Connector; I needed to access to my O365 administration page before completing the subscription in order to associate the connector to our tenant. After the installation, no additional configuration nor license activation was needed.
Apex Planner – How to set Section Visibility
We are proud to unveil the first video of the series “Apex Planner Tutorials”.
New in Apex Planner 3.3
Apex Planner 3.3 is now available for download. This version brings:
- Custom Fields are now cloned along with appointments and service activites;
- Row height in timeline view has been added as a configuration setting;
- Sorting of events by resource inside the same day
Apex Planner show Organized/Owned appointments
New in Apex Planner 3.2.1
These options allow to show or not bookings created for other users.
This is useful especially for schedulers that set up bookings for technicians and don’t want their agenda to be crowded by boxes.
Users cannot see Business Process Flow
A user complains that is not able to see the custom Business Process Flow you have just created. But, if you open a record of that entity, the Process is clearly visible…
Apex Planner Licensing
How Apex Planner license works
Each license is bound to a single organization: it can be used only for the CRM organization on which it was activated. The license key limits the number of users and the time interval. You can see the maximum number of users allowed and the expiration date on the Global Configuration.
Suppose that you have a license for 50 users that expires on January 1. If your organization has more than 50 active users or if the current date is over January 1, the Planner reports an error. You will see in the next paragraphs how to limit the number of users that you need to license.
Business Process Flow render error on CRM 2015 On-Premises
When working on the On-Previse organizations of one of our customers, i saw this:
Firstly i thought that some components were not loaded correctly: i cleared the cache and reloaded the browser, but nothing happened. Moreover, if i changed the language to Italian (the main language of the organization), the error did not occur at all!
Dynamics CRM and SharePoint Integration – Folder path not configured
Involved environments
- Microsoft Dynamics CRM Online 2016 (8.0.1.88)
- Microsoft SharePoint Online (16.0.0.1219)
SCENARIO
Today I created a brand new custom entity on a Dynamics CRM organization named Partner Agreement (schema name apx_partneragreement). Since many documents will be attached to each record and SharePoint integration was already set up I enabled the new entity for Document management on SharePoint.
Once configured I expected it to work like a charm. Hence I created a test record to play with and once I got to Documents I was prompted to create a folder.
Since it was the first time creating a SharePoint folder related to my new entity the “parent” folder apx_partneragreement had to be created in order to host all record specific folders such as Test-1_blablabla
I confirmed folder creation and to my surprise…I faced the following error.
Error – File cannot be found – Folder Path Not Configured
Apex Planner 3.2 available!
This version brings mainly two new features:
- Zoom
- Work Week
plus some UI improvements and bug fixing.
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