MS Dynamics CRM insatlaltion

And finally, I got chance to install MS Dynamics CRM. I was waiting for this for longtime. Well, to install MS CRM 2013, you have to complete prerequisite, then only your CRM installation will be complete. so please go thru it.

  1. Download MS CRM from Microsoft site and execute it
  2. before that, it you are installing MS CRM on MS Windows Server 2012 then you might needs to resolve some issue. Here is resolution for it.
  3. Now execute MS CRM setup, it will launch installation wizard, ref below screen

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MS Windows server 2012 not allowing to insatll MS CRM 2015

Recently, I was installing MS CRM 2015 on MS Windows 2012, but it did not allow me to do so. After little search on google, I found that its known error of windows server. To fix this issue you need to install some hotfixes ( 2939087 , 2975061 and  reinstall update 2919355)  , it fixes installation of MS CRM. For more info here is the link.

Thanks you.

Prettify Entity Form in CRM 2013

Form changes, to make it better,
JS:
function LoadCSS(path) {
var head = document.getElementsByTagName(‘head’)[0];
var link = document.createElement(‘link’);
link.rel = ‘stylesheet’;
link.type = ‘text/css’;
link.href = path;
link.media = ‘all’;
head.appendChild(link);
}

LoadCSS(“/WebResources/cssfilename”);

CSS:
.ms-crm-InlineEditLabel { white-space: normal !important; }
.ms-crm-InlineEditLabel .ms-crm-Inline-GradientMask { background-image: none !important; filter: none !important; }
.ms-crm-ListArea { border: 1px solid #999; width: auto !important; }
.ms-crm-Form-SubGrid-Layout-Lite { background: #F3F3F4; padding-top: 2px; border: 1px solid #999; border-bottom: 1px solid #ccc; }
#formHeaderContainer { border-top: 1px dotted #999; background: #F3F3F4; border-bottom: 1px dotted #999 !important; padding-left: 5px; padding-right: 5px; }

Stephanus' Blog

You may find the look and feel of entity forms in CRM 2013 a bit too plain.

The following customisation attempts to “prettify” them using CSS loaded using JavaScript.

What the CSS does:

  1. give a background colour and borders to the form header to make a better distinction between header and body,
  2. give borders to sub-grids on the form to make them more prominent, and
  3. make long field labels drop into the second line instead of fade out (as highlighted in yellow).

I have tested this to work with Internet Explorer (8-10), Chrome, and Outlook.

The code is provided as-is, please use at your own risk.

Before (standard CRM):

Prettify Entity Form in CRM 2013 - before

After (with customisation applied):

Prettify Entity Form in CRM 2013 - after

JavaScript code for loading the CSS – simply update the cssfilename below and  include the JavaScript file in your form, or include it in your existing JavaScript library:

CSS code:

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CRM 2016 on the way ..!!

Dynamics CRM 2016 is coming soon. Many new features were added, like excel integration, SMS marketing, CRM App for Outlook, OneDrive integration with CRM, Document Generation etc. Here is the release preview pdf
Microsoft_Dynamics_CRM_2016_Release_Preview_Guide

Tips: How To Hide The Out of The Box CRM Reports From the End Users

Simple trick, I like it

Work and Study book - Dynamics 365(CE) & Power Platform Blog

Dynamics CRM out of the box has plenty of built in reports, however these reports might or might not relevant to the business of the user. So to avoid complexity for the end user, we want to make sure that only relevant reports from the out of the box reports to be made available to the user.

The TL;DR; answer is: make the report as personal report.

Now with the details, first of all we need to make sure the end user only have User level privilege on Read Report privilege.Report_Privilege

Then on the report record, navigate to Actions > and click on Revert to Personal Report

Revert_to_Personal_Report

And if required, you could assign the record to your admin so he/she could manage the report by sharing this to the other users in case they need it.

AssignToAdmin

Note: Personal reports are not solution aware, so you could not add these report…

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Data Encryption error

encryption error

You got this above error means you simplely imported an organization & start using it, but encryption key won’t be populated by organization import. Because its setting is always stored in MS CRM’s config database. Thus, to remove this error use following steps.

  1. Get the old encryption key and update it in CRM
  2. If you don’t have it or you lost that then recreate encryption key

So, first one is self-explanatory, thus here are steps to recreate the encryption key.

  1. We needs to update encryption key value in MS CRM Config database, to do so use the following query, if Bitcolumn value is already 1 then we don’t needs to execute the update query.
  • SELECT [BitColumn] from [MSCRM_CONFIG].[dbo].[DeploymentProperties]
  •       WHERE ColumnName=’DisableSSLCheckForEncryption’
  • UPDATE [MSCRM_CONFIG].[dbo].[DeploymentProperties]                 SET [BitColumn]=1                 WHERE ColumnName=’DisableSSLCheckForEncryption’
  1. Reset IIS
  2. Now add a CRM user (who have System Admin security role) in Active Directory in ‘PrivUserGroup’ security group.
  3. Then put some encryption Key and click on ‘Activate’ button.
  4. Your new encryption key will be generated in CRM and that error will vanish.