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Archive for the ‘Dynamics’ Category

Telegram Messenger Groups for Microsoft Dynamics Professionals

I have created a few Telegram Messenger groups for various Microsoft Dynamics technologies for increasing efficient collaboration among the community folks. This was created as I was thinking of an different kind of platform apart from communities to interact with the community members.

With the growing demand and social media insight, I decided to use one of the social media networking tool to create a community for Microsoft Dynamics. The reason for choosing Telegram (as against Whatsapp) is that people can join with the help of a link and it does not require an administrator to add people to the network. Also, we can chat from mobiles/laptops/desktops/tablets etc across different platforms and completely free, on the cloud and better encryption of the data…

Please join these communities and benefit by closely interacting with community members and experts in a much closer and faster environment.

Dynamics CRM
Dynamics AX
Dynamics NAV
Dynamics GP

You can join Telegram by clicking the link below.

Once you join, send me an email to and I will send you the link to join the group.This is to tighten the security of who joins the group and to avoid spam messages flowing in. Hence the group registrations are a little controlled at this time.

Looking forward for your participation in these groups and increased collaboration in the communities…

July 27, 2015 · veeyeskay · No Comments
Tags: , , , , , , , , ,  · Posted in: Dynamics Total Views: 974

Update Rollup 2 for CRM 2013

Important Resources :-

Support Document

Download Link

Build number and file names for this update rollup
Rollup package Build number File name (32-bit editions) File name (64-bit editions)
Microsoft Dynamics CRM 2013 Server 06.00.0002.0046 Not applicable CRM2013-Server-KB2919956-LangID-amd64.exe
Microsoft Dynamics CRM 2013 for Microsoft Office Outlook 06.00.0002.0046 CRM2013-Client-KB2919956-ENU-LangID-i386.exe CRM2013-Client-KB2919956-ENU-LangID-amd64.exe
Microsoft Dynamics CRM 2013 E-mail Router 06.00.0002.0046 CRM2013-Router-KB2919956-LangID-i386.exe CRM2013-Router-KB2919956-LangID-amd64.exe
Microsoft Dynamics CRM 2013 Language Pack 06.00.0002.0046 CRM2013-Mui-KB2919956-LangID-i386.exe CRM2013-Mui-KB2919956-LangID-amd64.exe
Microsoft Dynamics CRM 2013 Reporting Extensions 06.00.0002.0046 Not applicable CRM2013-Srs-KB2919956-LangID-amd64.exe

Issues that are resolved in Update Rollup 2 for Microsoft Dynamics CRM 2013

Several issues are solved using through the UR2 for CRM 2013 (For a complete list please see the Support Document). A few relevant ones however are given below:-

  • CRM 2013 Outlook filtering does not work after you perform a quick find search.
  • Users of the offline edition of the Microsoft Dynamics CRM Client for Outlook cannot configure their Offline Scheduled Sync settings under Personal Settings.
  • When you view completed activities, such as email, you cannot select any text on the record. This includes the body control.
  • Users of the offline edition of the Microsoft Dynamics CRM Client for Outlook cannot configure their Offline Scheduled Sync settings under Personal Settings.
  • When you use Chrome to view duplicate detection rules in Microsoft Dynamics CRM 2013, the criteria are not shown every time that you open the record. You may have to close and then reopen the record an undetermined number of times before the criteria are shown.
  • After you upgrade Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013 or import Microsoft Dynamics CRM 2011 appointment customization, you receive a pop-up error message while you are saving appointments:

There was an error with this field’s customized event.
Error: Object doesn’t support property or method ‘Form_onsave’

  • When you import an updated solution that contains lots of entities, the import is not completed in Microsoft Dynamics CRM 2013.
  • When you review Microsoft Dynamics CRM client for Outlook tracing, the tracing incorrectly suggests that an item was being updated when in fact it was being created in Outlook from a synchronized CRM Microsoft Dynamics CRM item such as a contact, appointment, or service activity.
  • Deployment Manager and Plugin Registration performance is slow due to DC communication
  • Custom entity grid icon is not visible in Outlook
  • Records Duplicated if “Save” or “Mark Complete” button is pushed multiple times

Hotfixes and updates that you must enable or configure manually

Update Rollup 2 for Microsoft Dynamics CRM 2013 contains no hotfixes or updates that you must configure manually.

April 2, 2014 · Aishwarya C Ramachandran · No Comments
Tags:  · Posted in: Dynamics CRM Total Views: 2,302

Microsoft Dynamics CRM 2013 Best Practices Analyzer

For those of you who haven’t already tried this tool, this is a CRM 2013 Diagnostic tool that gathers information about Microsoft Dynamics CRM 2013 server roles and offers recommendations. I , myself installed this tool in one of my CRM 2013 Environments and noticed it did provide some valuable and information that I should have taken care of during install.

STEP 1 :

Install the the Microsoft Baseline Configuration Analyzer 2.0. You can download this tool from this link. This is a pre-requisite and would need to be installed.


Fig1 : The files that would be extracted when you download the files given in Step 1

NOTE : Ensure to choose the right file (32 or 64 ) depending on the client you wish to install this component on

Supported Operating System

Windows 7 Enterprise, Windows 7 Professional, Windows 7 Ultimate, Windows 8, Windows Server 2003, Windows Server 2003 R2 (32-Bit x86), Windows Server 2008, Windows Server 2008 R2, Windows Server 2012, Windows Vista Business, Windows Vista Enterprise, Windows Vista Ultimate


Windows Server 2008 and 2008 R2 Server Core Installations are not supported.

    • Windows PowerShell 2.03.0
    • .NET Framework 2.0

STEP 2 :

Microsoft Dynamics CRM 2013 Best Practices Analyzer is free and can be downloaded from this link .

Supported Operating System

Windows Server 2008

    • At least one Microsoft Dynamics CRM 2013 server role on the same computer as the CRM 2013 Best Practices Analyzer
    • Microsoft Baseline Configuration Analyzer 2.0 installed on the same computer as the CRM 2013 Best Practices Analyzer

Although Microsoft does not specify Win Server 2012 , I did run this on a Win Server 2012 machine and it did run and give me the expected results.


Once installed search for ‘Microsoft Baseline Configuration Analyser 2.0’ and run this program.

See below a snapshot from my CRM 2013 , Server 2012 Environment.


Fig2: When the Baseline Configuration Wizard was run on my machine

I hope this helps. Until next post!

March 31, 2014 · Aishwarya C Ramachandran · No Comments
Tags: , , ,  · Posted in: Blogs I Follow, Dynamics CRM Total Views: 1,932

CRM 2013 Online + Email Router + Exchange Online

Today we will look into how we can configure mailing for CRM for the below configuration:-

CRM Online + Email Router + Exchange Online

A few guides that would be helpful when achieving the same is :-

However what is the email router?

The Microsoft Dynamics CRM Email Router creates an interface between Microsoft Dynamics CRM Online and

  • Microsoft Exchange Server 2007 (Exchange Web Services only)
  • Microsoft Exchange Server 2010
  • Exchange Server 2013
  • Microsoft Exchange Online
  • SMTP, or a
  • POP3-compliant email server

Lets delve into the scenario:-

CRM online + Email Router + Exchange Online

STEP 1: The user should have access rights to CRM. The user must also have a mailbox


Fig 1.1: User has a mailbox as well as access to the CRM Organization

STEP 2: CRM 2013 Online Configurations

A. System Settings

In the CRM organization navigate to Settings ==> Administration ==> System Settings


Fig 1.2: Navigation to Administration

Under the tab ‘Email’ ensure to change the below two options to ‘Server Side Synchronization or Email Router’

  • Incoming Email
  • Outgoing Email

And also the Server profile should be that of Exchange Online.


Fig 1.3: Changing the System Settings in CRM 2013 Online

B. User Settings

Open the corresponding users profile by navigating to Users

Settings >> Administration >> Users >> Open Mailbox (Found in the Users record)


Fig 1.4: Click on ‘Open Mailbox’ in the user record

Once Mailbox window opens perform 3 actions:-

Action 1: Change the Synchronization Method

Action 2: Approve Email

Action 3: Test and Enable Mailbox


Fig 1.4: Click on ‘Open Mailbox’ in the user record and perform 3 Actions

STEP 3: Email Router Configurations

Ensure to download the right version of Email Router. You can find the setup at this link

A. Create an Incoming Profile


Fig 1.5: Incoming Profile for a mailbox in Email Router

B. Create an Outgoing Profile


Fig 1.6: Outgoing Profile for a mailbox in Email Router

C. Create a Deployment Profile


Fig 1.7: Deployment Profile in the Email Router

D. Load Data and Test Access


Fig 1.8: Loading Data in the Email Router


Fig 1.9: Testing Access for the user

I hope this helps…

Until next post!

February 4, 2014 · Aishwarya C Ramachandran · No Comments
Tags: , , , , , , , ,  · Posted in: Dynamics CRM Total Views: 2,170

Get CRM 2013 certified!

Dynamics professionals can now get CRM 2013 certified! Smile

Exam Number

Exam Title

Release date


Exam MB2-700

Microsoft Dynamics CRM 2013 Applications January 22, 2014


Exam MB2-703 Microsoft Dynamics CRM 2013 Customization and Configuration January 24, 2014

For all Dynamics CRM 2011 certified professionals please note that the below notice on the Microsoft Dynamics Certification Page

Certification Retirement Notice: Microsoft will continue to support the achievement of these MCTS certifications until December 31, 2014, at which time these certifications will be retired. Microsoft plans to retire all MCTS certifications for Microsoft Dynamics products by December 31, 2014. We will announce replacement and additional certifications for new versions of this Microsoft Dynamics product over the next twelve months

February 1, 2014 · Aishwarya C Ramachandran · No Comments
Tags:  · Posted in: Dynamics CRM Total Views: 1,401

Integration between SharePoint 2013 and CRM 2013 (On-Premise)

This article explains how we can achieve integration between Dynamics CRM 2013 and SharePoint 2013 in 5 simple steps!

STEP 1: Download and Install the list component for CRM 2013 that can be found at the below link.

Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)

STEP 2: Once you extract the files after downloading the zip file from the above link, you would obtain 3 files:-

1.       AllowHtcExtn.ps1

2.       crmlistcomponent.wsp

3.       MSCRMSharePointEula.txt

Upload the crmlistcomponent.wsp to the SharePoint site.

Navigate to Site Settings è


Fig 1.1: The ‘Site settings’ can be found on the top right hand corner


Fig 1.2: Navigate to ‘solutions’ under ‘Web Design Galleries’

Solutions è


Fig 1.3: You would see a window like the snapshot above, that shows a list of list components that would have been uploaded.

Use the button on the top left to upload a list component

Upload è  Upload the crmlistcomponent.wsp


Fig 1.4: Ensure that you activate the crmlistcomponent.wsp file


Fig 1.5: A sign that this component is activates is that the ‘deactivate’ button can now be seen when you select this list component

STEP 3: Run the SharePoint 2013 Management shell, and run the AllowHtcExtn.ps1 from here. Ensure that you navigate to the folder that contains this file.

Navigate to SharePoint Management Shell è Type in cd \ è Type cd “ <The location of the AllowHtcExtn.ps1 file>” èOnce in this directory run the AllowHtcExtn.ps1 file.


Fig 1.6: You would get a similar window if the command is run correctly. 

STEP 4: Configuring CRM 2013

Navigate to Settings è


Fig 1.7: Navigate to settings to configure CRM 2013 for SharePoint integration

Navigate to Document Management è


Fig 1.8: Navigate to ‘Document Management’

Navigate to Document Management Settings once you have gone ahead and installed and uploaded the list component in the SharePoint 2013


Fig 1.8: Navigate to ‘Document Management Settings’

The next window you would see would be a list of entities for which you would like to create folders in SharePoint 2013. At this window you would have to specify a specific URL and tick all the entities for which you would like to configure SharePoint 2013 integration.


Fig 1.9: The next window would validate the URL as well as specify the folder structure to upload the files.


Fig 1.10: A window would once again specify the exact site and path where all the documents would be uploaded


Fig 1.11: Post which the next window would indicate If this was a successful creation or not

 STEP 5: Test out your solution! J


Fig 1.12: You would get this above window when you navigate to the Entity [For which Document Management has been activated] è Documents


Fig 1.13: You can now go ahead and upload your documents in this window which would get automatically stored in the SharePoint Site specified during the configuration.

I hope this article helps the community…

Until next post!

January 28, 2014 · Aishwarya C Ramachandran · One Comment
Tags: , , ,  · Posted in: Dynamics CRM Total Views: 8,002

Microsoft Dynamics CRM Acquires Parature for Customer Service Capabilities

Microsoft Dynamics CRM Acquires Parature for Customer Service Capabilities – Jan 7, 2014

What CRM offers What Parature adds to the box
Microsoft CRM currently has a customer care offering that delivers core customer service with :-

  1. Case management
  2. Universal queuing and routing
  3. Light scheduling
  4. Field service
Parature provides :-

  1. Key self-service knowledge base software
  2. Core customer service
  3. Live chat
  4. Mobile access
  5. Survey and feedback capabilities
  6. Social monitoring
  7. Facebook portal capabilities
  8. Provide automated customer service
  9. Manage online discussion boards
  10. Conduct online surveys

Though a lot of details has not yet been announced . More information on this agreement , including product integration plans and timeline, will be shared at Parafest 2014 (Feb. 24–25) in Las Vegas and Convergence 2014 (March 4–7) in Atlanta.

CRM Parature

In addition:-

Parature adds 70 million end users to the Microsoft Dynamics CRM ecosystem

The company has built a strong foothold in key industries such as education, gaming, high-tech, non-profit associations, online media, public sector, and travel.  Major brands include, Asure Software, ATRA, Brenau University, BuilderMT, CompTIA, e-MDs, EPA, Florida Atlantic University, Hitachi Data Systems, IBM, IGN Entertainment, iWin, NASA SEWP, PlayFirst, SoftChalk, Threadless, Top Down Systems, TMA Resources, and Travel Lodge UK.

January 22, 2014 · Aishwarya C Ramachandran · No Comments
Tags:  · Posted in: Dynamics CRM Total Views: 936