There are been some changes to the presentation and ‘rules’ related to storage space status and also allowances for custom entities and workflows and dialogs. This kind of got right past me but thanks to fellow MVPs Adam Vero and Feridun Kadir, I am all caught up. Let me share it with you also, in case you missed the original ‘memo’.
Up to a few months ago there used to be a Resources in Use display that you could get to by going to Settings, Administration, Resources in Use. It looked just like this:

Resources in Use v1

Resources in Use v1

 Now it looks like this.

Resources in Use

Resources in Use

A little empty? What happened to the Workflows and Dialogs and the Storage space visualizations? Well it appears in the case of Workflows and Dialogs the limitation has been dropped completely. It never really was being enforced anyway it appears. The suggestion now is to just use common sense. There is actually a best practices technet article.

As it pertains to Storage space, that still is being enforced. No way to get around that. But the status for where you stand for all your organizations has been moved to the O365 Portal. Login to the portal. Go to Admin, CRM, in the CRM Online Administration Center, go to Service Health. I have a snippet of what the storage report there looks like. This actually makes a little more sense as storage usage is a culmination of the storage for all your instances. The best place to see that is in your admin portal, not on a single CRM org page.

O365 CRM Online Admin Center Service Health

O365 CRM Online Admin Center Service Health – click for bigger view

Although it is well placed in the CRM Online Licensing and Pricing Guide who wants to flip through 35 pages just to find it.

And since it keeps coming up with new and current CRM Online clients I thought I would post about it.

So here are the basics.

  1. You get 5GB for your initial CRM Online subscription.
  2. After that for every 20 Professional subscription (or higher, not Basic or Essential) you get an additional 2.5GB.
  3. So the first bump kicks in at 25 Professional licenses (remember you got 5 with the initial subscription).

Here is a little chart from the guide to help you out.

Click to enlarge.

Microsoft Dynamics CRM OnLine Storage

Microsoft Dynamics CRM OnLine Storage

 

Do you need to add photos from your phone to your Microsoft Dynamics CRM records? Do you want to take pictures of your contacts and update there contact record entity image? Do you need to add photos to a Case you are documenting like a building inspection, auto damage, site inspection?

The best solution is to use our CRM QuickPic mobile application.

It is a complementary application we are providing to the CRM community. You can learn more about it at: http://www.CRMQuickPic.com

QuickPic works with CRM Online 2015 or 2016. It connects directly to your CRM system and no solution needs to be imported to CRM to use. Since it is a free application there license keys necessary.

QuickPic is an example of a task based application that with a focused function, it minimizes the taps and steps necessary to perform the actions.

With the mobile application which is currently available for iOS, you can upload and view images for Contacts, Opportunities, Leads, Accounts, and Cases. We also include the CRM Selfie feature which allows the CRM user to take their own Selfie and update their User record entity image. Note that due to some nuances in the CRM security model, you will need our free CRM Selfie managed solution to allow your users to use this feature.

What happens if you want it to do more? No problem we would welcome the opportunity to create a custom version for your organization.

CRM QuickPic Mobile App

 

CRM 3.0 – Time to Upgrade

April 13th, 2016

If by any outside chance your organization is still using CRM 3.0 it is now finally time to upgrade.

It’s been 10 years since it was introduced. Those of us with clients or using CRM 1.2 ourselves at the time welcomed this major, major enhancement to the platform. One not so fond memory I had of CRM 1.2 was it’s reliance on Crystal Reports. The release of 3.0 moved us to SQL Reporting Services. A huge leap in reliability and functionality.

But, beginning April 12, 2016, Microsoft Dynamics CRM 3.0 will no longer be eligible to receive technical support and security updates.

If you have been on Software Assurance all these years, now is the time to cash in those chips and upgrade. You are 5 releases behind.

Real people work at Microsoft, they are just like you and me. They like what they do and want to make their product the best it can be.

The Microsoft Dynamics Research Team wants to understand what you think so they can improve the CRM for Outlook (Outlook Add-in) and the CRM App for Outlook.

If you use CRM then this is a product you use everyday. Help make it better!

I ran through the questionnaire in less than 10 minutes.

PS

It doesn’t matter what version of CRM you are on – online or onpremise, or what version of Outlook you use.

However, the survey needs to be completed by Tuesday, April 12, 2016.

Microsoft Dynamics CRM Outlook Client Survey

Microsoft Dynamics CRM Outlook Client Survey

While navigating to the Email Templates view – Settings, Templates, Email Templates instead of a getting a list of templates you get an Invalid Argument error message.

Invalid Argument Error Message

Invalid Argument Error Message

While this could mean several different things, including an intermittent error, it most likely has to do with having two default public views configured for this entity. CRM gets confused and doesn’t know which one to display so it gives you an error. It can happen actually for any entity, in this case it just happened to be email templates. The underlying cause is likely from an import of a solution from a third party.
To start the resolution process let’s do a little troubleshooting first to confirm that this is the issue: Navigate to Settings > Customizations > Customize the system > Expand entities, further expand Email Templates > Click on View > Do you see that there are two Default Public Views? If so proceed with the following resolution process.
 

Export the Email Template entity into a (an unmanaged) solution. Unzip and extract the file. Open up the Customizations.xml in Notepad++ or a similar tool.  Locate both views that are set as Default Public Views. Change <IsDefault>1</IsDefault> value to 0 (zero) for one of the views. Save the changes, Zip up all the files and import it back into CR

Publish Customizations and refresh the browser view of  CRM.  Then see if it works by going to Settings, Templates, Email Templates.  The Default view should load! TaDa!

Email Router Error with ADFS

March 16th, 2016

Today we were setting up a client’s new CRM 2016 on premise environment for a pending upgrade from CRM 2013. It’s a small implementation so in both the case of the 2013 and 2016 environments they are all in one – CRM, SQL, ADFS on the same box.

To setup the 2016 Email Router we just configured it based on the working settings in the 2013 config except for the obvious changes to the urls.

However, this being software it didn’t quote go as expected. We got the dreaded unable to retrieve user and queue information from the Microsoft Dynamics CRM server – the authentication endpoint Username was not found on the configured Secure Token Service! After rummaging around for a while on the search engines we consulted with our go to guy for challenging authentication issues. In other words, after eliminating quite a few troubleshooting steps, we ended up believing it must be good ole new ADFS ‘3.0’.

The cause seemed to be a port conflict as we had neglected to set ADFS to port 809. Once we did that, restarted ADFS and reset IIS it worked like a champ.

The fix is as follows:

  1. Open PowerShell
  2. Type: Set-ADFSProperties -nettcpport 809
  3. Hit Enter
  4. In Services restart ADFS, reset IIS or just reboot the server.
  5. Bingo – the error below goes away.
Email Router Configuration Error

Email Router Configuration Error