WIF Error – Scribe CRM Adapter installation


Today I’d encountered the “Microsoft Windows Identity Foundation (WIF) is required…” error message while trying to install the latest Scribe Adapter for Microsoft Dynamics CRM v5.5 which supports connecting to Microsoft CRM 4.0, 2011, and 2013 plus CRM Online.

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I’d checked the Windows Server 2012 and it has the Microsoft Windows Identity Foundation (WIF) feature already installed – so this error message is not too useful.  Searching the Scribe Forum yields this thread which gave me a clue to a quick work-around:

Open a command prompt in Administrator mode and then run the Scribe Adapter for Microsoft Dynamics CRM msi file.

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Contact me if you need help with your Scribe Insight or Microsoft Dynamics CRM Online.

Frank Lee, Microsoft CRM MVP since 2006
Workopia – Microsoft CRM Online Specialist, San Francisco

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Scribe Software | Tagged , | Leave a comment

How to Keep me signed in longer than 24 hours – CRM Online Web Client


If you are using the Microsoft Dynamics CRM Online Web Client on a PC and selected “Keep me signed in” during login – your login will be expired after 24 hours.  In which case the login prompt will appear again:

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Here is a setup to allow you to keep signed in longer:  Install the Microsoft Online Services Sign-In Assistant on your PC.  Note: This is the same component that is installed if you setup the Microsoft CRM for Outlook Client. 

Also keep in mind that if you are login to the same Web Client session for more than 8 hours without any action – it will log you out:

“Microsoft Dynamics CRM keeps you signed in for 8 hours. When you’ve been signed in for 7 hours and 40 minutes, a message will appear warning that your session is about to expire, and you then have 20 minutes to respond. Click or tap OK, sign in again, and then click the back button on your browser to return to the area of CRM in which you were working. You can’t change the amount of time you’re signed in.”

 

Contact me if you are looking for some Microsoft CRM help.

Frank Lee, Dynamics CRM MVP San Francisco
Workopia, Inc. – Microsoft CRM Keeping it Simple!

Posted in CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged , | Leave a comment

How to Setup Document Management with SharePoint Online and Microsoft CRM Online (2013)


 

Microsoft Dynamics CRM Online supports integration out of the box with SharePoint Online (part of Office 365) that enables you to use the document management capabilities of SharePoint Online from within Microsoft Dynamics CRM.  It enables you to store and manage documents in the context of a Microsoft Dynamics CRM record and leverage the SharePoint Online infrastructure to share, manage, and collaborate efficiently.  Because the actual documents are stored on SharePoint Online, non-Microsoft Dynamics CRM Online users can directly access the documents on the SharePoint Online, provided they have the appropriate privileges on SharePoint Online.

Here is how to setup the Document Management with SharePoint Online and Microsoft CRM Online.  Provision an Office 365 plan that includes SharePoint Online and CRM Online (such as the Enterprise E3 plan which offers a Free trial).

Next use this link to download the Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint Server 2013.

Login to your Office 365 Admin portal and click on Sites:

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Click on Team Site (or the SharePoint Site you used to setup the CRM Document Management):

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Click on Site Contents:

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Click on SETTINGS:

 

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Click on Solutions under the Web Designer Galleries section:

 

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Click on Upload Solution:

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Select the crmlistcomponent.wsp file from the Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint Server 2013 download and click OK:

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After the upload, check that that status is Activated.  If not, click Activate.

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That is all for the SharePoint Online side of the setup.  Now let’s go to CRM Online.

Open Microsoft CRM Online Web Client and navigate to SETTINGS >> DOCUMENT MANAGEMENT:

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Click on Document Management Settings and enter in your SharePoint Online URL.  Click Next:

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You will receive the following message if the SharePoint Online URL is valid:

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That is all for the CRM Online side of the setup. We are ready to use the CRM Document Management feature now.  You can check it out by going to any CRM Account record and then click on DOCUMENTS

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Look at all the Document Management Actions – Check Out, Download a Copy, Version History, etc.image

CRM Users can select the document and click on Open SharePoint to open the specific SharePoint location where the document is stored at:

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Note: To find the SharePoint Online URL – Office 365 Admin Portal >> Sites >> click on Manage and then click on the Team Site (or the SharePoint Site you used to setup the CRM Document Management)image

The popup window will show the SharePoint URL (Link Location):

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Contact me if you need some Microsoft CRM help.

 

Frank Lee, Dynamics CRM MVP
Workopia – Keeping up with the Cloud Innovations!

Posted in CRM 2013, CRM Online, Document Management, Microsoft CRM, Microsoft Dynamics CRM, SharePoint List Component | Tagged , , , , , | Leave a comment

How to Setup Microsoft Office 365 and CRM Online Trial Outlook Client


Start by requesting a Microsoft Dynamics CRM Online Trial from this site

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Then login to the Microsoft Office 365 Portal using the same Administrator login created from the CRM Online Trial.  Navigate to “Purchase Services” and request the “Office 365 Enterprise E3 Trial”.

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Once all the services are provisioned (may take a few minutes), it should look something like below:

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From the Microsoft Office 365 Portal using the same Administrator login, navigate to “Users and Groups”, click on the Administrator user and check the Assign licenses for access to Microsoft Office 365 and CRM Online.

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Note:  SMTP/POP3/IMAP are enabled by default with Exchange Online. Also the Exchange ActiveSync for Mobile Devices is enabled.  You can check for these details via clicking on the User record and then click “more” under licenses

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Next we will setup the Microsoft Outlook Client using the Exchange Online from the above Office 365 Trial.  If you have not install Microsoft Outlook yet – go to this link to download and install the latest version of Office.

Navigate to Microsoft Outlook >> File >> Account Settings:

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Use the Administrator login used above (example: admin@test.onmicrosoft.com) for the E-mail Address and then the password.

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Note:  Check the Outlook Send/Receive Groups include this new Exchange Online Account by going to Outlook > SEND/RECEIVE tab > Send/Receive Groups >> Define Send/Received Group > Edit the “All Accounts” Group >> check select “Include the selected account in this group

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That should be it to setting up Outlook with Exchange Online.  You should be able to send and receive emails using this account now.

Next we will setup the Microsoft Outlook Client with the Microsoft Dynamics CRM Online Trial.  Use this download link and run the CRM for Outlook installer. 

The Microsoft Dynamics CRM 2013 for Outlook Installing Guide.docx provides step by step details for this.

Link to more details on Office 365 + Microsoft Dynamics CRM.

 

Contact me if you need help with your CRM Online.

Frank Lee, CRM MVP since 2006
Workopia – Microsoft CRM Online Specialist

Posted in CRM Online, Microsoft CRM, Microsoft CRM Installation, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, Office 365, Outlook Client | Tagged | Leave a comment

CRM 2013: How to remove Business Process Flow


Microsoft Dynamics CRM 2013 comes out of the box with three system created Business Process Flows, one for Case, Lead and Opportunity.  They are activated and ready for use.

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All existing CRM Cases, Leads, and Opportunities are defaulted to these new CRM 2013 Business Process Flows.  Here is an example for a Lead:

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I very much like Business Process Flow – however there are some CRM projects that just don’t need them yet and would be better off – have them disabled.  So what is the best option to turn them off?

Here is a good approach:

Make a copy of the existing Business Process Flows.  CRM Client > Settings > Processes > open the Business Process Flow (i.e. “Lead to Opportunity Sales Process”) > click on the “Save As” button to make a copy of it for re-use in the future.

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Now you can “Deactivate” the Business Process Flow in question and then “delete” it.

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Check this out – there is no more Business Process Flow associated with CRM Lead records:

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Contact me if you are looking for some Microsoft Dynamics CRM help.

Frank Lee, CRM MVP
Workopia – Microsoft CRM Keeping it Simple!

Posted in Business Process Flow, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | Leave a comment

CRM 2013 – How to include Contact’s Middle Name field in the Flyout


Microsoft Dynamics CRM 2013 allows an option for “flyout” – a composite field that displays the multiple fields that are associated with fields such as CRM Contact’s Fullname or Address.  In the case for Contact’s Name – it will display the First Name and Last Name by default whenever a user clicks into the “Full Name” composite field within a CRM form:

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Note: There is no out of the box support to modify the flyouts – what you see is pretty much what you get at this time.

Now, a common CRM request from users is that they would like to include the CRM Contact’s “Middle Name” within the flyout.  The good news is that this is fully supported modification via the CRM System Settings.

To update the CRM Contact’s Full Name flyout to include the Contact’s Middle Name field:

Navigate to the CRM System Settings >> General tab >> Name Format >> change from “First Name Last Name” to “First Name Middle Name Last Name” >> click “OK” to save the change

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Now check out the updated Contact Full Name flyout with the included Middle Name field:

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Email me if you are looking for some Microsoft Dynamics CRM help.

Frank, Microsoft CRM MVP
Workopia Inc. – Maximum User Adoption!

Posted in CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | Leave a comment