Saturday, July 2, 2016

Monthly bulletin on Dynamics CRM - June 2016

Here are a few things I thought were worth sharing this month:

Microsoft has announced deprecation with Dynamics CRM Online 2016 Update 1 and Dynamics CRM 2016 Service Pack 1: Deprecation Announcement

Dynamics CRM Tip of the Day shows how you can use Agreements in Dynamics CRM Field Services: Agreements in Dynamics CRM Field Services

I wrote how you can embed Power BI tiles in Dynamics CRM: Embed Power BI tiles in CRM Online

Wednesday, June 29, 2016

Embed Power BI tiles on Dynamics CRM Online

Great feature that was recently included with Microsoft Dynamics CRM Online 2016 Update 1 was the ability to embed Power BI tiles on CRM dashboard.

You first need to enable Power BI feature on CRM. To do this:

Enable Power BI tile embedding for your organization in Settings > Administration > System Settings > Reporting tab > Allow Power BI tile embedding.

  • Have a Power BI account and have created at least one Power BI dashboard.
  • You cannot embed Power BI tiles on system dashboards.

To add a Power BI tile to a Microsoft Dynamics CRM personal dashboard, you must:

  1. Go to Dashboards in CRM under Sales, Service, or Marketing.
  2. Select an existing personal dashboard or click New to create one.
  3. On the dashboard, click an area where you want the tile to appear, and then click Power BI Tile on the toolbar.
  4. In the Add Component dialog, select the Power BI dashboard and Power BI tile that you want to display on your dashboard, and then click OK. You may be asked to sign in to Power BI to complete this step.
  5. Click another area of the dashboard and repeat this step to add another Power BI tile, or other component, such as chart or list, to your dashboard.\
  6. Click Save to save your dashboard.
Oh! This is so cool :)

Sunday, September 20, 2015

How to fix: Access denied error on Dynamics CRM

When you receive an access denied error on the CRM screen and you want to find out what really failed?

Download the error log file and fetch the following details:

OwnerID, CallingUserID, ObjectTypeCode and ObjectID.

Get on to your SQL Server and analyse the error details using the below queries.

This will give you an idea why did it fail.

SELECT fullname FROM SystemUser Where SystemUserId = 'ownerid'

SELECT fullname FROM SystemUser Where SystemUserId = 'callinguserid'

SELECT ObjectTypeCode,* FROM ENTITYVIEW where ObjectTypeCode = ''

SELECT entityID, * FROM entity WHERE entityId = 'objectid'

Monday, July 13, 2015

How to resolve "The account specified to run the Microsoft Dynamics CRM application does not have Performance Counter permissions"

or

"The account specified to run the Microsoft Dynamics CRM Asynchronous service does not have Performance Counter permissions"

You might have come across these errors during the installation of Dynamics CRM on the System Checks screen as shown below.


Resolution:
  • Open Computer Management.
  • Expand Local Users and Groups
  • Select Groups
  • Double click Performance Log Users and add those users into this group
  • Gp back to Dynamics CRM installation. Click Back on the System Checks screen and then Next
You should be good to go!

PS: I was installing CRM 2013 on Windows Server 2012 R2

Thursday, July 9, 2015

Can a user licensed with a CAL access multiple instances of Dynamics CRM?

The answer is yes!

As per Microsoft Dynamics CRM 2015 Licensing Guide, "A user or device licensed with a CAL may access any number of instances of Microsoft Dynamics CRM 2015 or earlier versions running on the organization’s servers."

Integration of multiple Dynamics GP Companies to a single Microsoft Dynamics CRM Organization

We recently had to ponder upon this scenario to integrate multiple GP companies to single instance of Dynamics CRM organization. With some looking around I found a blood which gives you confidence that it can be done however, the implementer needs to be considerate.

Thehetz very nicely explains the 2 scenarios and their pros and cons.

I would ask you to have a look at the blog post by clicking here.

I'm still trying to get hands on an official Microsoft document that explains how this could be achieved, or will have to give it a shot and test it myself.

I'll keep you posted if and when I have something to share.

Monday, June 15, 2015

What's compatible with Dynamics CRM 2013 and what's not?

Microsoft has come up with a great KB article with the most recent compatibility tests performed and supported releases. It includes the compatibility results with the following products:

  • Windows Server
  • SQL Server
  • Office
  • Office for Mac
  • Internet Explorer
  • Internet Information Services (IIS)
  • Exchange Server
  • CRM Outlook Client
  • Apple OS X Yosemite