CRM On-Premises Data Encryption Error–Disable for Testing


 

I had encountered the following error while trying to update a CRM User’s Business Unit in a Dynamics CRM 2015 On-Premises TEST environment – it prevented me from making any updates to a CRM user:

Data Encryption error – There are encrypted fields in the organization database, but the data encryption feature isn’t activated…

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I then received the following error when trying to activate Data Encryption in the TEST environment:

Error – The HTTPS protocol is required for this type of request.

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Since this CRM TEST environment does not need HTTPS – here is a way to by-pass this error (NOT recommended for PRODUCTION CRM):

Referencing this article – ran the following SQL to disable SSL Checking for Encryption  via MS SQL Server Management Studio and then perform an IISRESET:

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

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I then encountered two errors trying to activate Data Encryption:

1. The new encryption key does not meet the strong encryption key requirements – easy fix so instead of the value “test” – I set it to a value that would work

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2. Please select an account that is a member of the PrivUserGroup – another easy fix, added PrivUserGroup{GUID} membership to my CRM Login via Active Directory Users Console

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Finally success.  Issue solved – I can move on to my testing!

 

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Contact me if you need some Dynamics 365 Sales/CRM or InsideView assistance.

Frank Lee, Dynamics 365 Business Solutions MVP Sales/CRM San Francisco
Workopia, Inc – Maximum User Adoption!

Posted in CRM On Premise, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Troubleshooting | Tagged , , | Leave a comment

Microsoft Dynamics CRM 2016 + Dynamics 365 (CRM December 2016 Update) Downloads


90-day trial keys:

  • Microsoft Dynamics CRM Workgroup Server 2016 (5 CAL limit):
    D8W6N-FJXJF-CC3TK-6CMGV-VVBH9

  • Microsoft ynamics CRM Server 2016 (no CAL limit):
    WCPQN-33442-VH2RQ-M4RKF-GXYH4

If you use a 90-day trial key, you can enter a valid commercial product key at any time during the trial period to continue to use the product.

Here is a list of the Microsoft CRM 2016 Downloads URLs:

Microsoft Dynamics CRM Server 2016
https://www.microsoft.com/en-us/download/details.aspx?id=50372

Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client)
https://www.microsoft.com/en-us/download/details.aspx?id=50370

Microsoft Dynamics CRM 2016 Email Router
https://www.microsoft.com/en-us/download/details.aspx?id=50373

Microsoft Dynamics CRM 2016 Report Authoring Extension (with SQL Server Data Tools support)
https://www.microsoft.com/en-us/download/details.aspx?id=50375

Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)
https://www.microsoft.com/en-us/download/details.aspx?id=50374

Microsoft Dynamics CRM 2016 Language Packs
https://www.microsoft.com/en-us/download/details.aspx?id=50371

Microsoft Dynamics 365 Implementation Guide for on-premises and online
https://www.microsoft.com/en-us/download/details.aspx?id=50039

Microsoft Dynamics 365 Software Development Kit (SDK)https://www.microsoft.com/en-us/download/details.aspx?id=50032

Unified Service Desk for Microsoft Dynamics
https://www.microsoft.com/en-us/download/details.aspx?id=50355

December 2016 Update for Dynamics 365
https://www.microsoft.com/en-us/download/details.aspx?id=54515

 

Compatibility with Microsoft Dynamics CRM 2016

Microsoft Dynamics 365 system requirements and required technologies

Microsoft Dynamics 365 Roadmap

 

 

Contact me if you are looking for some Dynamics 365 Sales/CRM help.

Frank Lee, Microsoft Business Solutions MVP Sales/CRM San Francisco
Workopia, Inc. – Microsoft CRM Keeping it Simple!

Posted in BIDS Report Authoring Extension, CRM 2016, CRM On Premise, CRM Online, Dynamics 365, E-mail Router, Implementation Guide, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged | Leave a comment

How To: Delete a CRM Business Unit


CRM Business Units (except for the root Business Unit) can be deleted since CRM 2011.

A Business Unit can be deleted only after it is disabled.  All related records such users, child business units, teams, facilities/equipment, resource groups, etc. to the business unit need to be removed or unassociated (assigned to another business unit) in order for the business unit to be removed from CRM.

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There is a very useful out of the box Action available under the Business Unit record – “Reassign Records” that saves time:

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A note regarding “The default business unit team cannot be deleted” – Every business unit has a default team (created automatically) and cannot be deleted.

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There is no need to first delete the default team because the default team will be AUTOMATICALLY deleted when the associated business unit is deleted.

A good practice is to use the CRM Advanced Find to search/review for all the Teams associated with the to be deleted Business Unit that are not the default team.  Here is an Advanced Find example:  “TEST” is the Business Unit to be deleted

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Final note: Unless there is a very good reason to delete existing CRM Business Units that have been in use – I would recommend rename and then disable them to save analysis/preparation time and minimize impact to production operation.  You still have the option to delete them in the future if needed.

 

 

Contact me if you are looking for Microsoft Dynamics 365 CRM design and implementation help.

Frank Lee, Microsoft Business Solution MVP (Dynamics 365 CRM), San Francisco
Workopia, Inc. – Keeping up with the Cloud Innovations!

Posted in CRM 2011, CRM 2013, CRM 2015, CRM 2016, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | Leave a comment

How to Resolve SQL Server Error on a Microsoft CRM 2015 Rollup field Delete


I had encountered the following SQL Server Error when trying to delete a Microsoft Dynamics CRM 2015 rollup field.  This is deleting the actual rollup field from the entity and not simply removing the field from a form or view – also it is cleared of any dependency.image

<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1=”http://schemas.datacontract.org/2004/07/System.Collections.Generic” />
<Message>System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #DFcA6B5C</Message>
<Timestamp>2016-04-280T18:23:59.7377283Z</Timestamp>
<InnerFault>
  <ErrorCode>-2147220970</ErrorCode>

 

How to Resolve:

  • Open the rollup field definition

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  • Change the Rollup Field’s Aggregation field to another field

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  • Save and Close
  • Delete
    Note: After the Delete is done – the Field definition still display.  OK to close it and if you refresh the list of fields – this rollup field is deleted

 

 

Contact me if you need help with your Microsoft Dynamics CRM.

Frank Lee, Microsoft Dynamics CRM MVP since 2006
Workopia, Inc. – Microsoft Dynamics CRM Specialist, San Francisco

Posted in CRM 2015, CRM On Premise, Customization, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Troubleshooting | Tagged , | Leave a comment

Microsoft CRM App for Outlook – Online Only


With the release of Microsoft Dynamics CRM 2016 Update 0.1CRM App for Outlook is only available for CRM Online at this time.  We will be using Office 365 apps more and  more as we moved more to the cloud computing platform and using various mobile devices and less of our traditional client server toolset for our Microsoft CRM mobile needs. 

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Below is a screen shot from a Dynamics CRM 2016 Update 0.1 On Premise installation.  Notice the missing Dynamics CRM App for Outlook entry:

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

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

Posted in CRM 2016, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, Mobile, Office 365, Outlook Client, Tablet | Tagged , | Leave a comment

How to Get Company’s NAICS code into Microsoft CRM using InsideView


On a recent CRM project – we have to find a way to retrieve the North American Industrial Classification System (NAICS) code to sync with a CRM Account (Company) record using InsideView.  NAICS is similar to Standard Industrial Classification (SIC) but provides a greater level of detail about a firm’s activity than SIC codes.

Until now, InsideView Insights only has the option to “Sync” the Company’s SIC code but not the NAICS code.  Well, I’m happy to say that the option is now available via the new InsideView to Microsoft Dyanmics CRM Custom Field Mapping.  This new option supports both CRM Online and On-Premises.  Yay!

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Contact me if you need some Microsoft CRM or InsideView assistance.

Frank Lee, Microsoft Dynamics CRM MVP San Francisco
Workopia, Inc – Maximum User Adoption!

Posted in 3rd Party Addon, CRM 2011, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged | Leave a comment

How to Automatically Next Stage on Business Process Flow


Microsoft Dynamics CRM 2015 and CRM Online supports “Next Stage” action on the CRM Form’s current selected Business Process Flow (BPF) via JavaScript: Write scripts for business process flows

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Using JavaScript saves the Microsoft CRM users time from manually clicking on the “Next Stage” in order to advance to the next Stage.  It also checks if the stage advance conditions have been met before advancing.

Here is the detail reference: Xrm.Page.data.process (client-side reference)

Here is an example JavaScript that I would call from the CRM Form’s OnSave event:

function BPFMoveNext() {
   // Check if BPF is on current form
   if (Xrm.Page.getAttribute("processid") != null){
      Xrm.Page.data.process.moveNext();
   }
}

Note: “processid” is the BPF’s ID, we need to check for the “proccessid” otherwise it will generate an error if there is no BPF used on the CRM form.

 

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

Frank Lee, Microsoft CRM MVP, San Francisco
Workopia – Keeping up with the Cloud Innovations!

Posted in Business Process Flow, CRM 2015, CRM On Premise, CRM Online, JavaScript, Microsoft Dynamics CRM, MS CRM, San Francisco, Software Development Kit (SDK) | Tagged , , | Leave a comment