Questions tagged [microsoft-dynamics-crm]

Microsoft Dynamics CRM is a multilingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. It can be used as an xRM platform.

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Cannot display documents in CRM Opportunities (SharePoint Linked) Error 401

All of a sudden my users are unable to view the documents in any opportunity in Dynamics CRM O365. This is supposed to be linked to SharePoint however it only says The remote server returned 401 ...
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136 views

Dynamics for Outlook unable to connect to Dynamics CRM 2016 on-premise server

I have an on-premise installation of Microsoft Dynamics CRM 2016, running under Windows Server 2012 R2 with IIS 8.5. These are the IIS site bindings: These are the CRM server web address settings: ...
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Duo 2fa error System.Exception: Unable to parse username from SAML token

Running Duo Proxy 2.0 on ADFS Proxy Server to enable Duo MFA. when trying to authenticate via ADFS Proxy in to our Dynamics CRM getting an error System.Exception: Unable to parse username from SAML ...
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29 views

An execuatable somtimes starts in 32-bit mode rather than 64-bit

I have three Windows 2016 servers running within Azure with an odd issue where when a particular service starts it sometimes starts in 32bit mode and sometimes in 64 bit. It should be 64 bit. The ...
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86 views

Microsoft Dynamics API 500 errors

The ...dynamics.com/api/data/v9.0/contacts endpoint and all other /api endpoints in our on-site Microsoft Dynamics virtual machines returns 500 errors. I do not think it is an authorization issue. In ...
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20 views

How to keep Active Directory and SQL users from breaking after a database restore?

I'm trying to copy production CRM MSSQL data to another isolated server stack (server 2) via a backup-and-restore process. Server 2 already has most of the data after a restore I did from the ...
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2answers
222 views

Why does Microsoft Dynamics CRM Online require access to https://www.crmdyntint.com?

The list of "Internet accessible URLs required for connectivity to Microsoft Dynamics CRM Online" is comprised almost entirely of Microsoft owned domains. However, I cannot understand why access to ...
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192 views

How to edit the CRM dynamics email template for “Test and Enable” mailboxes?

Does anybody know where and how to edit/customise the subject and body of the test and enable mailbox emails sent by MS Dynamics CRM 2016/365 on premises? We looked at the email template section but ...
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2k views

Install Microsoft Dynamics CRM 2016 with IFD and ADFS on the same server using port 443

I'm trying to install Microsoft Dynamics CRM 2016 with IFD (Internet-Facing Deployment) and ADFS on the same server (Windows Server 2012 R2) ADFS is running and seems to be working fine. I can fetch ...
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47 views

Microsoft Dynamics GP disconnects after intro of Windows 10?

A site has had 10-15 laptops running GP wirelessly for years. The first Windows 10 laptop introduced into production, is freezing up in GP due to disconnects (so says GP support). Power management ...
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4k views

ADFS Error - MSIS9605: The client is not allowed to access the requested resource

I have an on-premise installation of Dynamics CRM 2016 which has claims-based authentication configured using an ADFS 4.0 (Server 2016) instance. Logging into CRM works fine via ADFS. I have a ...
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30 views

Upgrading CRM 2013 to 2015

I am in the process of updating my company's CRM Dynamics version from 2011 to 2016. The plan was to go from version to version without skipping, snapshotting in between each version and testing ...
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696 views

Let's Encrypt certifcate for MS CRM using IIS

I am installing an instance of MS CRM 2015 on-premise, on a Win 2012 R2 Server, IIS 8.5. I would like to use the Let's Encrypt service to generate certificates for crm.example.com on this server. ...
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49 views

MS Operations Management Suite OPS

Before we use Microsoft OMS do we first need to setup and configure an MS Azure account? I have tried to connect a server on step 2 but never can I get past that step.
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1answer
392 views

Moving Dynamics CRM 2011 Application Server

As part of a consolidation exercise, I've been asked to move a dynamics CRM installation. I've searched online but could only find how to move the CRM DB and not the app/IIS site. Has anybody got ...
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387 views

How do I update Dynamics CRM with from flat file via Kingswaysoft?

I've been trying for some time to update existing leads in CRM via .csv files and the migration tool by Kingswaysoft. I am trying to update fields based on one key column, updating old leads and ...
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84 views

Dashboard has an error on any browser not on the server - New CRM 2011 installation

Just recently we created a Dynamics CRM 2011 instance running and so far it only works from the server that is hosting it. From any client accessing it the dashboard and many items within all show ...
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28 views

Migrating Microsoft CRM 2011 - hosted to in-house

A client has a hosted MS CRM 2011 solution, currently running on ~200 workstations within the organisation. We are currently working through a project to inhouse this version of CRM. We have an ...
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183 views

Dynamics CRM 2011, changed domain and ADFS without being able to log in

Recently we acquired a company which had a server which hosted an instance of Dynamics CRM 2011 (Rollup 16) and authenticated via ADFS. Unable to create a trust or even log into CRM with an account ...
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38 views

Microsoft Dynamics 2010 GP SQL Security

Migrating an install from server to server. First time I have heard of this application. It appears that login accounts are SQL server login accounts. I have migrated the accounts to the new SQL ...
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1answer
600 views

Minimal required user permissions for running MS CRM

We have several M$ CRM instances running. Each one has its own dedicated SQL Server instance. The permissions are set up in accordance with the Microsoft recommendations for setting up MS CRM. ...
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341 views

ADFS 2.0 on 2008 R2 - The page isn't redirecting properly

I've been wrestling with a CRM 2013/ADFS 2.0 installation and am at a total loss. I am getting a redirection error with the link looking like this: https://adfs.network.com/adfs/ls/?wa=wsignin1.0&...
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1answer
4k views

ADFS 3.0 Microsoft.IdentityServer.RequestFailedException: MSIS7012:

could someone help me out with ADFS? this is my first time using it as i'm setting up Microsoft Dynamics. i get the following error message: Encountered error during federation passive request. ...
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1answer
767 views

CRM 2013 Internet Facing Deployment (IFD)

For previous CRM IFDs I have placed the CRM Front End server in the DMZ along with an ADFS Proxy and allowed access from the Domain Controller to the CRM Front End through the firewall. This is ...
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334 views

Windows 2008 R2 AD-FS 2.0 Configure Error (.NET Framework)

I have been trying to configure my Windows server 2008 R2 machine for the last 3 days now just so that mobile clients can access an in-house installation of MS Dynamics CRM 2013 ! After MUCH reading ...
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893 views

Dynamics CRM 2013 on premise workflow performance

We are speaking of the time it takes for the workflow state machine to notice that task A is complete, thus satisfying a wait condition in a workflow definition, which then creates task B. User1 ...
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1answer
753 views

MSSQL 2014 and Dynamics CRM 2013 SP1 (springwave)

Microsoft says MSSQL 2014 is not supported with MS Dynamics CRM 2013 (SP1 springwave '14). Is this because there are known problems with that configuration? Or does it just mean that Microsoft did ...
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1answer
2k views

Dynamics CRM 2013 - Creating relationships to allow a workflow to compare a value between two entities

I'm working on creating some custom workflows within Dynamics 2013 CRM. I thought I had the process all figured out, and created a workflow that when viewed seems to make logical sense. However, it ...
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58 views

MS Dynamics slow response when inserting lead record from WSDL

My client uses Microsoft Dynamics CRM. We wrote a basic php try catch script to post a forms values to their CRM. While testing the first submission takes a few seconds to get a response from the ...
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2answers
6k views

SQL Server Agent was not running on Server Dynamics CRM 2013

I'm trying to install Dynamics CRM 2013 on a server. This server is on a VM. There are several other VMs, an ADDS & DNS, a MSSQL and a WebServer VM. Each server is a Windows Server 2012 R2. The ...
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1answer
698 views

Certificate management on a MS CRM Dynamics Online instance

Having spent a week on research on this topic I have no option but to ask this: How can one add a certificate to a MS Dynamics CRM 2013 Online? I can't just go and add the certificate to the servers ...
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236 views

microsoft dynamics crm 2011 change owner

I have microsoft dynamics crm 2011 with rollup 16, and when trying to change your owner, for example, in the Sales - Work Orders ei nothing happens. Choose it from the list, and when I approve the ...
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1answer
214 views

Dynamics AX Bypass Checklists

If you have installation checklist items wanting attention (full compile, synchronize, etc.) sometimes AX 2012 will boot to basically a blank gray screen with no options or navigation on it. I ran ...
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1answer
900 views

Microsoft Dynamics CRM 2011 + SQL Server 2012 database compatibility level

I know that Microsoft CRM 2011 is compatible with SQL Server 2012 since UR6 (UR10 for SP1). According to official documentation: During an upgrade or a new installation, Microsoft Dynamics CRM ...
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1k views

IIS bandwidth Monitoring

I have a public MS CRM 2011 install and one of my remote users reported using about 10gig of data from their Outlook client. Is it possible in real time to see connected users in IIS and how much ...
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1answer
4k views

How to replace expiring Service Communication Certificates in ADFS 2.0

We have an ADFS 2.0 deployment which is used to provide claims-based authentication to our Dynamics CRM 2011 system. There are 2 ADFS servers in place. One is in the corporate user Active Directory ...
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141 views

How in workflow to send email to address stored in a text field?

CRM 2011 on premise. When we create a case we enter the email address of the person that reported the issue. We want to create a workflow to email them details of the case. I want to specify the ...
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28 views

Outlook CRM plugin not syncing cases properly

We have CRM 2011 on premise. One of our users sees more cases in the Active Cases view in Outlook than they do in the Active Cases view in Internet Explorer. The Active Cases view is unmodified from ...
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494 views

Exception when upgrading organization from crm 4 to 2011- invalid column names

In development and QA environments we've upgraded dozens of organizations from dynamics v.4 to v. 2011 without a hitch. Naturally, when we try to upgrade our first prod organization, we run into a ...
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1answer
98 views

Is it possible to deploy CRM 2011 on premise without Domain Administrator rights?

We are installing an on-premise CRM 2011. We are using an OU in the corp AD domain but we don't have Domain Admin rights. Is it possible to have a successful deployment? I heard that it is important ...
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1answer
1k views

CRM 2011 - outlook connector always asking for authentication

In my organization everyone uses the Outlook 2010 connector to access the CRM. After the UR13 update, but not right away, some clients began experiencing a situation where the Outlook connector asks ...
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792 views

Using Dynamics CRM Outlook client for non-Active Directory users (Active federation with ws-trust)

I am experiencing challenges logging in to CRM from the Outlook client when the user does not reside in Active Directory. Some of our CRM users do not have Active Directory credentials. Instead they ...
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1answer
188 views

To expose MS CRM to the internet: Should we use IFD or something like Forefront UAG?

In our company we plan to expose our MS CRM 2011 system to the internet to make it easier to access from the outside. As far as I can see there are basically 2 alternatives: Make an Internet Facing ...
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1answer
568 views

Dynamics CRM 2011 - change active directory

We have a Dynamics CRM 2011 installation and we want to change its active directory. Where is the correct place to do that without re-installing the CRM.
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1answer
1k views

CRM 2011 IFD deployment http 404

I've installed a new instance of CRM2011 following this guide (with IFD ) http://www.interactivewebs.com/blog/index.php/server-tips/microsoft-crm-2011-how-to-configure-ifd-hosted-setup/ . ...
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1answer
843 views

Mobile compatible ADFS?

I'm deploying Dynamics CRM 2011 to my organization tomorrow and the only thing left bugging me is the mobile express experience. When the user enters the mobile URL for the CRM, they're first ...
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1answer
347 views

Pass CRM 2011 Outlook authentication to Internet Explorer

Okay, so I have a Dynamics CRM 2011 environment running with IFD Configured. CRM is running Update Rollup 11, ADFS 2.0 has no Update Rollups installed. All servers in the environment are 2008R2. Our ...
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2answers
467 views

Opening a Dynamics CRM URL in the Outlook Dynamics Extension

My organisation are adopting Dynamics CRM, and we/they primarily want to use it via the Outlook extension/client. The problem is that we have workflows setup to send emails and notify users whenever a ...
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260 views

Recreate Dynamcis CRM “Filtered Views” for use on SQL server replicated by Scribe RS

I'm considering moving from CRM 2011 on premise to CRM Online. The major concern for me is the lack of SQL access, but I understand Scribe RS has a replication solution that will keep a copy of the ...
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1answer
127 views

Dynamics CRM Outgoing Email Router

Using: Exchange 2010 on Win 2008 & CRM 2011 on Win 2008 I have my email router configured and when I choose test access I get a successful message for Outgoing mail. However, when I reply to an ...