Tag: Microsoft Dynamics CRM Team Blog

Update client apps Registration in Active Directory Federation Services (AD FS)

This post applies to Apple iPad, Windows tablets, and Windows phones for On Premises customers, and for Online customers who are using their own federated identity provider

We have updated our mobile applications and added more Redirect URIs. The following updated Powershell command must be run in your AD FS server to register the tablet and phone apps:

Add-AdfsClient -ClientId ce9f9f18-dd0c-473e-b9b2-47812435e20d -Name "Microsoft Dynamics CRM for tablets and phones" -RedirectUri ms-app://s-1-15-2-2572088110-3042588940-2540752943-3284303419-1153817965-2476348055-1136196650/, ms-app://s-1-15-2-1485522525-4007745683-1678507804-3543888355-3439506781-4236676907-2823480090/, ms-app://s-1-15-2-3781685839-595683736-4186486933-3776895550-3781372410-1732083807-672102751/, ms-app://s-1-15-2-3389625500-1882683294-3356428533-41441597-3367762655-213450099-2845559172/, http://bit.ly/2exLBdq, urn:ietf:wg:oauth:2.0:oob

You will get the following error if you don’t run this updated Powershell command:

AADSTS50011: The reply address ‘[msauth URL]’ does not match the reply addresses configured for the application: ‘{Client app ID, which is a GUID}’. More details: not .

When your users sign in after upgrading their devices, they’ll see this error:

Sorry, but we’re having trouble signing you in. We received a bad request.

from Microsoft Dynamics CRM Team Blog http://bit.ly/2eOwBGF

Dynamics 365 app for Outlook is coming soon!

Productivity is everything. Sales people and customer service experts want to achieve more in less time, and focus on getting the job done as efficiently as possible.

Dynamics CRM App for Outlook was first introduced in CRM 2016. Now, I’m proud to announce the next generation of the app—Dynamics 365 App for Outlook, which will be available in the fall release of Microsoft Dynamics 365.

With the new app, you can view Dynamics 365 information about all your email recipients, link an email message to a Dynamics 365 record with one click, and quickly view your most recently used Dynamics 365 records. And you can do all this without leaving your Outlook inbox. Use the Outlook user interface you already know and do it faster than ever!

Composing the same type of email message over and over is a waste of time. Now you can take advantage of Dynamics 365 email templates so you don’t have to enter the same information over and over. When you’re composing an email message, you can also attach knowledge articles or sales literature from Dynamics 365.

But it’s not just about email. Now you can also track Outlook meetings and appointments, and create Dynamics 365 activities, such as phone calls and tasks—all without leaving your inbox.

Last but not least, you can track your Outlook contacts, link them to Dynamics 365 accounts, and keep these contacts completely in sync. Do all this through the new Office add-in—you don’t have to use the old Outlook COM add-in anymore!

The next generation of Dynamics 365 App for Outlook is integrated with Dynamics 365 online, as well as on-premises, whether you use Exchange online or Exchange on premises. It’s supported on Outlook for the desktop, Outlook for Mac, Outlook Web Application, and soon on the Outlook app for iPhone.

Watch this video to learn more about Dynamics 365 App for Outlook.

Dynamics 365 app for Outlook

from Microsoft Dynamics CRM Team Blog http://bit.ly/2eQwda5

Microsoft Dynamics Marketing and Our Vision for Marketing in Dynamics 365

In preparation for Dynamics 365 and the opportunities it opens up to our customers around the world, we have taken years’ worth of customer feedback, internal experience, and industry refinements in the marketing space to bring forth the next generation of marketing from Microsoft.  Today, we are pleased to announce that our vision for the future of marketing will be realized in our Spring 2017 release cycle with the availability of a new marketing application “Dynamics 365 for Marketing, Business Edition”.

 

The new marketing application that will accompany this release will bring our marketing automation tools and features to a whole new level, while also ensuring that they harness the power of Azure and are hyper-scalable for customers of all sizes.  While we are very excited about this release and its many features, it also means that our existing marketing application, Microsoft Dynamics Marketing, will no longer be sold to new customers as of November 1st, 2016 in order to prepare for the debut of this new application.

 

Although Microsoft Dynamics Marketing will no longer be available for purchase, Microsoft is continuing to invest in Marketing solutions.

Microsoft is planning to release a new marketing app as part of the Dynamics 365, Business edition. This solution is planned for the Spring of 2017. Pricing and licensing details will be made available prior to release. The new Marketing application will include features and benefits that Dynamics Marketing customers will find very appealing including functionality to model and manage customer journeys across marketing and sales, lead management across marketing and sales, and sharing the same Dynamics 365 platform as the Sales app.  Additionally, the Marketing app in the Spring 2017 release of Dynamics 365 for Marketing will include email marketing, event management, landing pages, and lead management.

Microsoft Dynamics Marketing customers who wish to transition to the new Dynamics 365 Marketing app should evaluate the solution in Spring 2017 and plan their transition in the following 6 to 12 months.

 

For our existing Dynamics Marketing customers, we want to be crystal clear about our intentions, what the transition between these two applications will look like, and what this means for your business.  Below is a brief summarization of the methods in which Microsoft Dynamics Marketing can be purchased today:

 

  1. MOSP (web-direct): Dynamics Marketing licenses purchased directly via the Office 365 portal
  2. CRM Online Enterprise: All existing CRM Online Enterprise licenses include Dynamics Marketing
  3. Enterprise Agreements: Dynamics Marketing licenses may have been included within your EA

 

In line with our support policy, existing customers in an Enterprise Agreement or those who have purchased licenses directly through MOSP (web-direct) will have the option to request renewal of their existing agreements until October 31st, 2017.  Existing customers can also continue to purchase additional seats and Dynamics Marketing add-on capabilities – such as additional email messages and data storage – for the duration of their agreement.  Microsoft is committed to providing support for

Dynamics Marketing until October 31st, 2020 in order to honor and facilitate any renewed Enterprise Agreements.

 

Furthermore, we want to highlight a few of the most important points below:

 

  1. If you have purchased Microsoft Dynamics Marketing Enterprise directly through MOSP (web-direct) will be able to continue to use Microsoft Dynamics Marketing for the duration of their agreement.
    If auto renewal is enabled, the renewal of the Dynamics Marketing Enterprise will be automatically taken care of but only until the 31st January 2017.  Customers may also request their subscriptions renewal through Billing & Subscription support until October 31st, 2017.
  2. Customers who have CRM Online Enterprise licenses that include Microsoft Dynamics Marketing can continue using CRM Online and their existing Microsoft Dynamics Marketing instance throughout the license period.
    If auto renewal is enabled, the renewal of CRM Online Enterprise will be automatically taken care of but only until the 31st January 2017. This renewal includes the Dynamics Marketing license.
    For a renewal after this date customers will need to transition the licenses to a Dynamics 365 licensing plan. Microsoft Dynamics Marketing will not be included within the new plan.  In this case, customers who had activated Dynamics Marketing should contact Billing & Subscription support to convert and if needed renew the license for their existing Dynamics Marketing instance. Renewal can be requested Billing & Subscription support until October 31st, 2017.
  3. Customers with an Enterprise Agreement will be able to request renewals based on their individual renewal dates until October 31st, 2017 by working through their assigned Microsoft Solution Sales Professional (SSP) or the Volume Licensing Service Center.

 

In the near future, we will be sharing further details on the new marketing application included with all “Dynamics 365 for Marketing, Business Edition” plans.  Please monitor this website http://bit.ly/2eKEaw8 for future updates and details as they become available.

 

 

 

The Microsoft Dynamics Marketing Team

from Microsoft Dynamics CRM Team Blog http://bit.ly/2dPItc0

New Mobile Samples using Web API

I’m pleased to announce we have published two new mobile samples to GitHub.

Both of these samples demonstrate the same ActivityTracker functionality provided by earlier samples. They have been updated to use the Dynamics CRM Web API and they support iOS9 and Android 6 platforms. The iOS application is written using Swift 2, rather than Objective C.

ActivityTracker is a reference scenario for the sample apps. ActivityTracker helps a user quickly search for contacts, access recent contacts and easily report ‘check-in’ activities in CRM. It is designed for sales and customer service professionals to quickly access and update information on the go. With the published source code, the app can be easily modified by developers for your own scenarios and requirements.

For both samples, you will find complete instructions about how to build the sample applications. Find them here:

Learn more at http://bit.ly/2dal0Cv.

Jim Daly

from Microsoft Dynamics CRM Team Blog http://bit.ly/2dalybt

Sending encrypted workflow notification emails

Does business require to send encrypted workflow notification emails in synch with your company’s security requirements? The following steps describe how to do it using CRM Online and Office 365.

Office 365 Message Encryption requires the Azure Rights Management service. Once you have a subscription to this service, you can activate it as described in the following procedure. For more information about this requirement, see Prerequisites for using Office 365 Message Encryption.

Necessary steps:

  1. Server side synchronization configuration for your CRM Online instance
  2. Activate Azure Rights Management
  3. Set up Azure Rights Management for Office 365 Message Encryption
  4. Define rules to encrypt email messages
  5. Create a test CRM workflow and test it

1. Server side synchronization configuration for your CRM Online instance

It is assumed that server side synchronization is set up properly for your CRM Online instance using Exchange Online for outgoing emails. More information: Set up server-side synchronization of email, appointments, contacts, and tasks

2. Activate Azure Rights Management

Check whether you have an Azure Right Management subscription.:

Go to http://bit.ly/2dep3ev within Office 365. You should see Azure Rights Management Premium among your subscriptions.

Activate Azure Rights Management subscription

 

If your subscription does not include it, press the +Add Subscription button and select Azure Rights Management Premium (you can buy it or start a 30-day trial):

Add Azure Rights Management Premium subscription

 

After a few minutes you should see this under Subscriptions in the Office 365 Admin Center:

Activate Azure Rights Management subscription

 

More information: how to activate Azure Rights Management (http://bit.ly/2cQzdXj)

3. Set up Azure Rights Management for Office 365 Message Encryption

Once you have Azure Rights Management, the next step is to set up Azure Rights Management for Office 365 (Exchange Online) message encryption. We will use Windows Power Shell to connect to Exchange Online and accomplish this step. (More information how to Connect to Exchange Online using PowerShell)

Open a PowerShell windows as Administrator and execute the following PowerShell commands:

Set-ExecutionPolicy RemoteSigned

$UserCredential = Get-Credential

Enter your Office 365 Global Administrator user credentials.

$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri http://bit.ly/2cQzl9i -Credential $UserCredential -Authentication Basic -AllowRedirection

Import-PSSession $Session

 

Configure the Rights Management Services (RMS) online key-sharing location in Exchange Online. Use the RMS key sharing URL corresponding to your location, as shown in this table:

Location RMS key sharing location
European Union http://bit.ly/2deor8S
North America http://bit.ly/2cQzuJT
South America http://bit.ly/2deorpo
Asia http://bit.ly/2cQyKEC

 

Since my tenant is located in the European Union, I use the following PowerShell command:

Set-IRMConfiguration -RMSOnlineKeySharingLocation “http://bit.ly/2deor8S

Run the following command to import the Trusted Publishing Domain (TPD) from RMS Online:

Import-RMSTrustedPublishingDomain -RMSOnline -name “RMS Online”

To verify that you successfully configured IRM in Exchange Online to use the Azure Rights Management service, run the following command:

Test-IRMConfiguration -RMSOnline

Among other things, the command checks connectivity with the RMS Online service, downloads the TPD, and checks its validity. If everything is OK, you should see as result of the test: ‘Overall result: pass’.

Run the following commands to disable IRM templates from being available in OWA and Outlook and then enable IRM for your cloud-based email organization to use IRM for Office 365 Message Encryption.

To disable IRM templates in OWA and Outlook:

Set-IRMConfiguration -ClientAccessServerEnabled $false

To enable IRM for Office 365 Message Encryption:

Set-IRMConfiguration -InternalLicensingEnabled $true

To test the IRM functionality, run the following command, where you use your username instead of administrator@encryptedwfmail.onmicrosoft.com:

Test-IRMConfiguration -Sender administrator@encryptedwfmail.onmicrosoft.com

If everything is OK, you should see as result of the test: ‘Overall result: pass’.

More information how to Set up Microsoft Azure Rights Management for Office 365 Message Encryption.

4. Define rules to encrypt email messages

The next step is to define the conditions when we want to encrypt an email. In our case, email encryption is only needed when the body of the email contains the following phrase: ‘(This email was encrypted using Microsoft Office 365)’

It can be defined in the Exchange Admin Center (EAC), which can be accessed within Office 365 via Admin > Exchange:

From the EAC, go to mail flow > rules:

Select + > Create a new rule…

Create a new rule to encrypt email messages

 

Enter the Name (for example ‘Encrypted CRMONL workflow email’) and click on the More options… button in the opening pop-up window as shown below:

 Specify rule details

 

Then specify when the rule should be applied. So select The subject or body > subject or body matches these text patterns:

Select when the rule should apply

 

Enter the phrase (for example: ‘(This email was encrypted using Microsoft Office 365)), press the + sign and finally press Ok as shown below:

Specify words or phrases

 

The last step to set Office 365 Message Encryption by selecting Modify the message security… > Apply Office 365 Message Encryption as shown below and then press Save:

Set Office 365 Message Encryption 

 

More information how to Define rules to encrypt or decrypt email messages.

5. Create a test CRM workflow and test it

The final step is to create a workflow where we want to use the email encryption and test it in practice.

We are creating a simple workflow which is fired when an account is created and sends an encrypted notification email. Assuming that the reader is familiar with the Dynamics CRM workflow basic, the relevant parts are highlighted here.

When you define the workflow, specify the

  • Process Name: Account create – encrypted mail
  • Entity: Account
  • Category: Workflow
  • Start condition: Record is created
  • Step: Send email: Create new message

as shown below:

Define a workflow

 

And add the email properties as the following:

Specify email properties

 

The key elements of the workflow notification email is the last sentence in the message body – (This email was encrypted using Microsoft Office 365) – which should be the same string as we defined the message encryption rule.

Let’s Save and Activate the workflow, before we can test our work.

Finally, to test our work, first let’s create a new account in CRM:

Create a new account record.

 

Then we receive the encrypted account creation notification email, which is actually an html email attachment:

Encrypted account creation notification email

 

When we try to open the html file in a browser, we have two options:

  • Sign in with our Office 365 credentials or
  • Use a one-time passcode

Message when opening the encrypted message in a browser

 

Now, using the one-time passcode option, we will get another email including the one-time passcode:

Use the one-time passcode option

 

After specifying the passcode, we can read the workflow notification email:

Read workflow notification email

 

 

– Miklos Hoffmann

 

 

from Microsoft Dynamics CRM Team Blog http://bit.ly/2depGVn

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