Microsoft CRM Solution Import Fields that are not valid were specified for the entity

While importing a solution to CRM 2011, CRM 2013, or CRM 2015 you receive an error 

Fields that are not valid were specified for the entity

 

The Cause

The cause of this is likely that one of the attributes that you are importing (from a dev environment) already exists in the CRM instance, but with a different attribute.

For Example:

  • In your Live Environment
  • Within Accounts, you create a new attribute called “Friendly Cusomter” and mark it TEXT 
  • Publish and all is well and good.
  • In you Dev Environment
  • Within Accounts, you create a new attribute called “Friendly Customer” and make it a PICK LIST

 

in other words, the same name for the attribute, but a different kind of field.

Then try to export from DEV and import to LIVE. You get the error.

 

The solution

You have to remove the conflicting fields from the destination (live in the example above) CRM system.

Microsoft gives you some help here, in the form of an XML dump file. What you need to do is open that file in something like DreamWeaver that has the ability to apply “Source Formatting”. This makes the file pretty to read. 

From

Ugly XML Dump file from CRM.png

To

CRM xml dump file in DreamWeaver.png

Then do a search for the text “errortext” and start clicking next / next till you get to some text with an attribute and an error message. 

In our case:

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<Cell ss:StyleID=”s137″ name=”ErrorText”>
<Data ss:Type=”String”>Attribute new_leasecustomer is a Picklist, but a Boolean type was specified.</Data>
</Cell>

This gives the name of the attribute at fault.

<Cell ss:StyleID=”s137″ name=”ErrorText”>
<Data ss:Type=”String”>Attribute new_leasecustomer is a Picklist, but a Boolean type was specified.</Data>
</Cell>

And the error on the import will tell you the Entity that it failed the import on. Again in this case it was the ACCOUNT entity.

So we just removed that attribute from any forms and views, then deleted the attribute (be sure that your live data is not relying on data entered here by users as you will loose it). Publish the entity. Then test the import again. 

The e-mail address for one or more recipients is either blank or not a valid e-mail address

The message cannot be sent to all selected recipients. 

When running a workflow / process in Microsoft CRM, you receive a message that looks like this:

The e-mail address for one or more recipients is either blank or not a valid e-mail address

The e-mail address for one or more recipients is either blank or not a valid e-mail address

The Cause

This error message is a little misleading as it points to an email address problem. As the title of the error suggests, the problem could be from:

1. A blank email address.

2. An email address with an error, such as a “.” at the end of it: email@addresss.com.

3. The more likely one is that the contact or account record associated with the flow has a setting to 

MS CRM e-mail do not allow

E-mail Do Not Allow.

This setting will prevent any workflows in CRM from running and sending email messages.

The Solution

The fix is easy… just change the setting back to allow. Then save the associated record.

You then need to restart the stalled process or workflow.

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CRM Resume Workflow

How to Set up CRM 2015 IFD on Windows 2012 and ADFS 3.0

We already have a popular post for the configuration of IFD setup with CRM 2013 and CRM 2011. Now we are updating this post to support CRM 2015.

Microsoft have a compatibility listing for CRM 2015 here: http://support.microsoft.com/kb/3018360

The Development Setup

 Once again we are running this configuration as a test environment for development. As such we will be running, we are running the server on a Hyper V server. A single VM machine, that is running a fully patched version of:

  • Windows 2012 R2 SP2 64 Bit – (MSDN File: en_windows_server_2012_r2_x64_dvd_2707946
  • SQL 2014 R2 64 Bit – SQL Server 2014 Standard Edition x64 – (MSDN File: en_sql_server_2014_standard_edition_x64_dvd_3932034) – Patched to SP2
  • Microsoft Dynamics CRM Server 2015 (x86 and x64) – DVD (English) – (MSDN File: en_microsoft_dynamics_crm_server_2015_x86_x64_dvd_5853339)
NOTE: The Domain we have used for setup with this dev server is: iwebscrm15.com You can substitute your domain in place throughout these step by step IFD instructions CRM 2015.

Installing CRM 2015

We pretty much followed a combination of these instructions:
http://blogs.msdn.com/b/niran_belliappa/archive/2013/11/05/step-by-step-installing-dynamics-crm-2013-on-windows-server-2012.aspx

During the install, we were asked to install services associated with the services required for CRM 2015.

CRM 2015 Install Process

We Selected all options on install:

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We selected the default account for authority. Note that the blog referenced above suggests a dedicated account for security. As we are setting up a dev environment we did not bother with this.

CRM 2015 Security Account

IMPORTANT

Create a new Website with port 5555

CRM 2015 IFD Website 5555

As we intend to set up the Email Router service on this server later, we set this server “VSERVER06” in this instance as the server for email router service:

CRM 2015 Email Router Server

We set “CRM2015” As the default initial test environment deployment.

CRM 2015 Default Deployment

Reporting Server defaulted to the server name/reportserver

CRM 2015 Report Server

We received a few warnings about the install:

CRM 2015 Install Warnings

For a deployment that is more secure, the Microsoft Dynamics CRM Sandbox Processing Service should be run under a least-privileged domain user account that is not shared by other Microsoft Dynamics CRM services on this computer.

For a deployment that is more secure, the Microsoft Dynamics CRM VSS Writer Service should be run under a least-privileged domain user account that is not shared by other Microsoft Dynamics CRM services on this computer.

Data encryption will be active after the install or upgrade. We strongly recommend that you copy the organization encryption key and store it in a safe place. For more information, see http://go.microsoft.com/fwlink/?LinkId=316366.

The only one of real interest in our Dev environment would be the last item. making a backup of data encryption keys is always a good idea. 

Test First

Test that your CRM setup is working. Go to the local computer name (ours is vserver06) on the correct port: http://vserver06:5555

We called our Deployment of CRM – “CRM2015″ So the URL redirects to: http://vserver06:5555/CRM2015/main.aspx

Because we were were logged in as the server administrator, we were able to load

CRM 2015 Initial Login 

Apply a Wildcard SSL Certificate

In CRM, the accessing of deployments is handled by the sub domains. So if we call a deployment “business1″ we will access that as: https://business1.domain.com

For testing, we purchased a standard Wildcard SSL certificate that applied that to the IIS Server 

In our case we registered a test domain: iwebscrm15.com and set the SSL wildcard to: *.iwebscrm15.com and applied that cert to the server.

Application for a certificate

Here, I will be a wildcard certificate, for example, describes how to create a certificate:

1) Open IIS Manager

2) Click the server name in the main screen double click Server Certificates

3) In the right panel, click Create Certificate Request…

image

4) fill in the following diagram each column, click Next

image

5) Cryptographic Service Provider Properties page change the Bit Length to 2048 click Next.

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6) In the File Name page, enter C: \ req.txt , and then click Finish. (You can save it any place you like, with any name)

7) Open the certificate in Notepad, and copy the contents.

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This is the text that is pasted into the Start SSL Certificate request page to generate the certificate:

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8) After you finish generating the certificate text in StartSSL.com you get a bunch of code that looks similar to the request code. Copy that generated code

9) Paste the code back into a new Text / Notepad Document on the Web server, but call it something that ends in .cer  (not .txt). 

10) back to the IIS Manager, click No. 3)  Step graph Complete Certificate Request …

11) Select the the file you created at point 9 above to complete the request.

12) Click OK.
Note: We did get an error message: Access is denied. (Exception from HRESULT: 0x80070005 (E_ACCESSDENIED))
In this instance, it turned out to be a crappy Microsoft Error. After doing some research, we found that it was likely meaningless and the cert installed correctly. We rebooted the machine and logged in again, to find that the CERT was there installed as we wanted it to be.

Binding site for the default SSL certificate

1) Open IIS Manager.

2) In the Connections panel, expand Sites , click Default Web Site.

3) In the Actions pane, click Bindings.

image

4) In the Site Bindings dialog box, click Add.

5) Type select HTTPS.

6) SSL Certificate , select the certificate you just created *. contoso.com , and then click OK.

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 Ours is *.iwebscrm15.com

CRM 2015 SSL

7) Click Close.

For the CRM 2015 binding site SSL certificate

This is in effect repeating the above process like you did for the default certificate, but using a different port (444 for example). This way you are binding the same certificate to the two websites in your IIS instance.

1)Open IIS Manager.

2) In the Connections panel, expand Sites , click CRM Web Site.

3) In the Actions pane, click Bindings.

4) In the Site Bindings dialog box, click Add.

5) Type select HTTPS.

6) SSL Certificate , select the certificate you just created *. contoso.com .

7) Port to select a different 443 (e.g. 444 ) and port number, and then click OK

 SSL CERT CRM 2015

IFD CRM 2015 CERT.png

8) Click Close.

 

DNS configuration

We are going to add a few DNS “A” records so that the records listed in point 1-4 below in DNS Goal are resolving correctly to the IP address of your CRM server.

There are two ways you can achieve the desired result. But first lets understand the desired result.

  1. We make the assumption that your server is running at least one static IP address.
  2. Because this is Internet Facing, that IP needs to be accessible to the world.
  3. That same IP can be used for access to your server both internally on the matching we are playing with, and externally form anyone on the net.
Lets Get Basic

Start a Command Prompt, and work out what your IP address of the server is.

Click START > RUN > CMD

Type IPCONFIG – Enter

Under the name: IPv4 Address is a number that looks like: 66.34.204.220

image

That is Your IP Address of the Server.

The DNS Goal

Make sure that when you PING xxx.domain.com that it points to that IP address. Both for the world and for you when you do that on your server.

(xxx is the sub domain that we are about to configure.)

To configure CRM, we need some sub domains to point to the server IP.

Adding records in DNS like this:

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  1. sts1.domain.com
  2. auth.domain.com
  3. dev.domain.com
  4. Your ORG name.  org.domain.com (Where ORG is the CRM deployment name of your organization or organizations), e.g.
  5. crm2015.iwebscrm15.com (We usually set up a dev environment with CRM2015 being the year of the version. Just something we select to do).
  6. adfs.domain.com (used for reference to the ADFS server)
  7. one for the root domain so that domain.com points to the same server. (This is for the ADFS logout URL)

CRM 2015 IFD DNS SETTINGS

We have two setup here: CRM and CRM2015. So we need to configure crm.iwebscrm15.com and crm2015.iwebscrm15.com (Not necessary but our choice for this instance).

Test DNS

You must be able to ping all of those names and get the correct server IP address. Both from computers on the internet, and from the server. At the command prompt, type “ping sts1.iwebscrm15.com” for example with our config. Ping them all to be sure you get them correct. 

Note: If you have added the DNS records, but still encounter name resolution problems, you can try running on the client ipconfig / flushdns to clean up the cache. You can also click the DNS server root and click CLEAR CACHE so that the server is responding with the latest updates.

image

Note: Don’t bother proceeding past this step if you cannot ping your sub domains internally and externally correctly.

 

Firewall configuration

You need to set the firewall to allow the CRM 2015 and the AD FS 3.0 port used by the incoming data stream. HTTPS (SSL) is the default port 443.

For Initial setup testing etc. We recommend just turning the thing off. Better start from a place where it does not muck you around, then turn it all back on after you are successful.

1) In Windows 2012 I can’t frigging work out how to find anything. Literally!  But most things you can search for. As is the case here if you search for “Firewall”. Select the firewall option:

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2) Select Turn Windows Firewall on or off

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4) Turn Off or On Firewall

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Just turn it all off for now. (Remember to come back, turn it on and allow access for the unusual port 444 that you configured earlier for the SSL on the CRM site. But for testing and setting up… the last things you want is to be banging your head agains a firewall.

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Configuration Claim-based authentication internal access

Configure the internal access Claim-based authentication requires the following steps:

  • Install and configure AD FS 3.0
  • Set Claims-based authentication configuration CRM 2015 server.
  • Set the Claims-based authentication configuration AD FS 3.0 server.
  • Test claims-based authentication within the access.

Install and configure ADFS 3.0

CRM 2015 with a variety of STS provider ( STS Provider ) together. This article uses Active Directory Federation Services (AD FS) 3.0 to provide a security token service (security token service ).

Note: AD FS 2.0 will be installed to the default site, so install AD FS 3.0 , you must have CRM 2015 installation in the new site. (Remember we said that earlier)

IIS Looks like this if it is correctly installed: image

If you only see the default website with CRM installed in that. Start AGAIN!

If you have it all correct at this point. Probably a good time to take a SnapShot (backup of the virtually system) and label it something you remember.

CRM 2015 Setup with Snapshots.png 

Install ADFS Server Role

From Server Manager – Add A Server role for: Active Directory Federation Services

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Click Install at the last step.

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After if Finishes: 

Configure the Fediration service on this server

Click the Configure the Federation Services on this server.

Configure AD FS 3.0

1 Click on Configure the federation service on this server.

2 In the AD FS 3.0 Management page , click AD FS 3.0 Federation Server Configuration Wizard .

3 In the Welcome page , select Create the first federation server in a federation server farm, and then click Next.

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4 Select next to continue with the current administrator (must be a domain admin).

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5 Choose your SSL certificate (the one we created and imported above i.e. *.iwebscrm15.com ) ,add a Federation Service name ( Selecting the second one for the dropdown in this instance iwebscrm15.com, don’t select the one with the wildcard in the name, so not the *.iwebscrm15.com for example.), then Select a Service Display Name for your business – selecting the one that is NOT starting with a *, then click Next.

CRM 105 ADFS Setup

6 Open PowerShell and run the following command: “Add-KdsRootKey -EffectiveTime (Get-Date).AddHours(-10)”

 Screenshot 2014 07 10 16 40 55

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If you don’t you will se the error: Group Managed Service Accounts are not available because the KDS Root Key has not been set.

7 We specified the Administrator account for the service account, as security is not our primary concern here with a Dev environment. You could and probably should use a defined account for a production environment.

ADFS Service Account

7 Create a database on this server using Windows Internal Database (we suggest using the SQL instance in the step below), click Next.

Screenshot 2014 07 10 16 43 30

Or use the local SQL instance etc if you have one. (Because we have SQL installed on this same server. We are using this SQL instance for the database host. 

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8 Review Options click Next

 

Screenshot 2015 02 18 18 49 339 Pre-requisits checklist, click Configure

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10 You should see a message that “This Server was successfully configured

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11 Close out the Instillation progress window

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Verify the AD FS 3.0 is working

Follow the steps below to verify that the AD FS 3.0 is working :

1 Open Internet Explorer.

Under Internet Options

IE Options

Security / Local Intranet

Screenshot 2015 02 19 08 49 36

Sites / Advanced

IE Sites Advance

Add *.domain.com to the websites. In our case here we added: *.iwebscrm15.com

ADFS Local Intranet Sites

Close all this down when added.

2 Now we need browse to the the federation metadata in Internet explorer to test access is working. 

Use this URL below as an example to browse to your own server. Remembering that we set up a DNS entry earlier for “ADFS’ on your domain, thus you should be able to browse to the URL below replacing our domain name with yours and have it access the server we are configuring.

https://adfs.iwebscrm15.com/federationmetadata/2007-06/federationmetadata.xml (Replace your domain name in place of ours)

3. to ensure that no certificate associated with the warning appears, and you can view the certificate to be sure it is showing.

ADFS IFD CRM 2015 Test

Check the certificate is correct and working by clicking on the padlock looking thing and viewing certificate.

Screenshot 2015 02 19 09 00 40

 

Claims-based authentication configuration CRM 2015 server

After you install and configure the AD FS 3.0 , we need to configure the Claims-based authentication before setting CRM 2015 binding types and the root domain.

1 Open the CRM Deployment Manager.

CRM 2015 Deployment Manager Launch

2 In the Actions pane , click Properties .

CRM 2015 Internal CRM Settings

3 Click the Web Address page.

4 In the Binding Type , select HTTPS .

Screenshot 2014 07 10 17 09 07

5. You can most likely select Apply at this point, and the default internal address for the CRM will work fine. We however we had you created a new A record in the DNS for “internalcrm” and pointed it to this new server. This allows us to user a clear path for the internal URL.

6 For example, internalcrm.iwebscrm15.com:444 for our install. (you can use your own domain internalcrm.domain.com:444)
Note: We use the :444 as this is the HTTPS binding that we applied to the Microsoft Dynamics CRM Website in IIS

Screenshot 2015 02 19 18 18 28 

CRM 2015 Web Addresses

7 Click OK.

8 In the Deployment Manager console tree, right-click Microsoft Dynamics CRM, and then click Configure Claims-Based Authentication.

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9 Click Next on the Welcome page

10  On the Specify the security token service page, enter the Federation metadata URL, in our case because we setup a DNS record for “adfs” we are going to use that: https://adfs.iwebscrm15.com/federationmetadata/2007-06/federationmetadata.xml
Note: that this is the same URL we tested ADFS was set up correctly on in the steps above. Also note that the step of adding the domain to internal sites in the IE security settings that we did above is an important one! If you can’t hit that URL on the web browser of the server and get a clean XML defined page, then you deployment will not work.

CRM 2015 Claims Based Authentication

11 Click Next then select the certificate that we created perviously for the *.domain connection

CRM 2015 Claims Based Authentication

12 Select Next
Note: At this point it is possible to get an error something along the lines of “Encrypted Certificate Error”. This is implying that the account used to run CRM does not have access to the Private Key of the certificate being used. Skip forward to point 25 below, and add the service accounts that CRM is using to the private key of the certificate to be used. This will ensure that this next configuration step has access to the certificate. Then come back to this point and continue. 

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13 Select Apply (BUT – NOT FINISH)

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14 IMPORTANT – Click View Log File

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15 Scroll to the end, and Copy the URL from the bottom of the file.

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This will be used in the next configuration.
Note: that this is different to the URL used in step 4 above, as it represents the internal URL. Subtle but vital (and the cause of frustration the first 10 times we tried this). In our case the URL looked like this: https://internalcrm.iwebscrm15.com:444/FederationMetadata/2007-06/FederationMetadata.xml

16 Click Finish.

Set the CRM AppPool account and the Microsoft Dynamics CRM Encryption certificate.

17 Right Click the Start Button and select RUN

18 Type MMC and enter

Run MMC

19 Select File / Add/Remove Snap-in

Add Remove Snap-in

20 Select Certificates and Add

Add Certificates MMC

21 Select Computer Account

Computer Account

22 Local Computer is selected, so click Finish

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23 Expand the console tree / Personal / Click Certificates

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24 Right click the certificate we used for the CRM endpoint, and select All Tasks / Manage Private Keys

CRM IFD Manage Private Keys

25 Select Add

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26 Select Advanced

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27 Select Find Now

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28 Scroll Down and Find the NETWORK SERVICE Account

Network Service Account

29 Select OK / OK

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Ensuring that the NETWORK SERVICE has Read Access

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Note: We have used the NETWORK SERVICE account here because that is the one associated with the CRMAppPool used in IIS by default for the Microsoft Dynamics CRM Website that was automatically configured with the CRM setup.

Screenshot 2015 02 19 17 19 28

CRMAppPool

If you are using another account for running the application pool, then you should ensure that this account has access to the encryption certificate. Some details can be found here.

30 Validate that you can browse to the URL above. If you cannot view this in a browser, then have a look again at your permissions on the certificate in relation to the account on the application pool in IIS for CRM. Read above: Claims-based authentication configuration CRM 2015 server.

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Once you can browse this URL, you are done if it fails, then repeat the process till you can access the URL on the server in question. Note: Often it is confusion over the port :5555 that defaults in CRM Deployment Manager Web settings and the HTTPS Port :444 that we defined in the binding for the Microsoft CRM Dynamics Website. So double check that you have the correct port set in the Deployment Manager, then run the steps again following that setting.

Claims-based authentication configuration AD FS 3.0 server

After completion of the previous step, the next step we need AD FS 3.0 to add and configure the statement provider trust ( claims Provider trusts ) and the relying party trust ( Relying Party trusts ).

Configure claims provider trusts

Start AD FS 3.0 Management. In the Navigation Pane, expand Trust Relationships, and then click Claims Provider Trusts. Under Claims Provider Trusts, right-click Active Directory, and then click Edit Claims Rules.

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In the Rules Editor, click Add Rule, In the Claim rule template list, select the Send LDAP Attributes as Claims template, and then click Next

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Step10: Create the following rule

Claim rule name: UPN Claim Rule (or something descriptive)
Attribute store: Active Directory
LDAP Attribute: User Principal Name
Outgoing Claim Type: UPN

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Click Finish, and then click OK to close the Rules Editor

After you enable claims-based authentication, you must configure Dynamics CRM Server 2015 as a relying party to consume claims from AD FS 3.0 for authenticating internal claims access.

Start AD FS Management. On the Actions menu located in the right column, click Add Relying Party Trust. In the Add Relying Party Trust Wizard, click Start.

On the Select Data Source page, click Import data about the relying party published online or on a local network, and then type the URL you copied earlier from the log file during the creation of the CRM Claims Based Authentication. e.g. https://internalcrm.iwebscrm15.com:444/FederationMetadata/2007-06/FederationMetadata.xml

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On the Specify Display Name page, type a display name, such as CRM Claims Relying Party, and then click Next.

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Click Next on the multi-factor authentication options.

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On the Choose Issuance Authorisation Rules page, leave the Permit all users to access this relying party option selected, and then click Next.

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On the Ready to Add Trust page Click Next

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On Finish Page, click the checkbox option to Open the Edit Claim Rules, Next, and then click Close.

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The Rules Editor appears, click Add Rule. Otherwise, in the Relying Party Trusts list, right-click the relying party object that you created, click Edit Claims Rules, and then click Add Rule.

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In the Claim rule template list, select the Pass Through or Filter an Incoming Claim template, and then click Next.

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Create the following Rule #1
Claim rule name: Pass Through UPN (or something descriptive)
Incoming claim type: UPN
Pass through all claim values

Click Finish.

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In the Rules Editor, click Add Rule, in the Claim rule template list, select the Pass Through or Filter an Incoming Claim template, and then click Next

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Create the following Rule #2

Claim rule name: Pass Through Primary SID (or something descriptive)
Incoming claim type: Primary SID
Pass through all claim values

Click Finish

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In the Rules Editor, click Add Rule. In the Claim rule template list, select the Transform an Incoming Claim template, and then click Next.

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Create the following rule #3

Claim rule name: Transform Windows Account Name to Name (or something descriptive)
Incoming claiming type: Windows account name
Outgoing claim type: * Name
Pass through all claim values

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Click Finish, and when you have created all three rules, click OK to close the Rules Editor.

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Click OK

Enable Forms Authentication

AD FS in Windows Server 2012 R2, forms authentication is not enabled by default.

Open the AD FS management console and click Authentication Policies. Under Primary Authentication, Global Settings, Authentication Methods, click Edit.

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Under Intranet, enable (check) Forms Authentication

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So now we have claims setup for CRM.

Add the ADFS server to the Local intranet zone.

We previously added the *.domain.com or in our case, *.iwebscrm15.com to the Local intranet zone in Internet explorer on the server. If you have not done this you should do it now. Then:

1. Select the Advanced tab. Scroll down and verify that under Security Enable Integrated Windows Authentication is checked.

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2. Click OK to close the Internet Options dialog box.You will need to update the Local intranet zone on each client computer accessing Microsoft Dynamics CRM data internally. 

Specify the security token service

1 Open a command line tool .

2 Enter the following command : ( application, in your own environment, substitute the name of the name of the command line )

c: \> setspn -a http/sts1.iwebscrm15.com fserver4\VSERVER06

fserver4\VSERVER08 = the domain / machine name of the server.

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c: \> iisreset 

Configure Internet-Facing Deployment in CRM Deployment Manager.

1 Open the CRM Deployment Manager.

2 In the tree structure , right-click Microsoft Dynamics CRM , and then click Configure Internet-Facing Deployment.

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3 Click Next.

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4 Fill in the correct domain information for the Web Application

Thus we use:

  • Web Application Server Domain: iwebscrm15.com:444
  • Organization Web Service Domain: iwebscrm15.com:444
  • Web Service Discovery Domain: dev.iwebscrm15.com:444 
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Leave the Default option for the Internet Facing Server Location

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System Checks work

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IFD Summary looks like this. Then Apply

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Finish

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9. Open a command line tool, run: iisreset

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ADFS Relying Party Trust for the IFD Endpoint

Effectively you are creating the third Relying party trust in your deployment and the second that you have manually set up at this point. We are doing this again as this is now for the IFD endpoint.

Step 1: Start AD FS Management. On the Actions menu located in the right column, click Add Relying Party Trust. In the Add Relying Party Trust Wizard, click Start.

image

Step 2: On the Select Data Source page, click Import data about the relying party published online or on a local network, and then type the URL to locate the federationmetadata.xml file. This federation metadata is created during IFD Setup.

For example, https://auth.iwebscrm.com:444/FederationMetadata/2007-06/FederationMetadata.xml (Remember to replay your domain for ours)

Type this URL in your browser and verify that no certificate-related warnings appear.

Screenshot 2015 02 19 21 50 58

Step 3: On the Specify Display Name page, type a display name, such as CRM IFD Relying Party, and then click Next

image

Step4: On the Choose Issuance Authorization Rules page, leave the Permit all users to access this relying party option selected, and then click Next.

Screenshot 2015 02 19 21 51 44

Click Next

image

Screenshot 2015 02 19 21 52 25

Step 5: On the Ready to Add Trust page, click Next, and then click Close.

Step 6: If the Rules Editor appears, click Add Rule. Otherwise, in the Relying Party Trusts list, right-click the relying party object that you created, click Edit Claims Rules, and then click Add Rule

image

Step 7: In the Claim rule template list, select the Pass Through or Filter an Incoming Claimtemplate, and then click Next.

image

Step 8: Create the following rule#1

Claim rule name: Pass Through UPN (or something descriptive)

Incoming claim type: UPN

Pass through all claim values

Click Finish

image

Step 9: In the Rules Editor, click Add Rule, and in the Claim rule template list, select the Pass Through or Filter an Incoming Claim template, and then click Next

image

Step 10: Create the following rule#2

Claim rule name: Pass Through Primary SID (or something descriptive)

Incoming claim type: Primary SID

Pass through all claim values

Click Finish

image

Step 11: In the Rules Editor, click Add Rule. In the Claim rule template list, select the Transform an Incoming Claim template, and then click Next.

image

Step 12: Create the following rule #3

Claim rule name: Transform Windows Account Name to Name (or something descriptive)

Incoming claim type: Windows account name

Outgoing claim type: Name

Pass through all claim values

Click Finish, and when you have created all three rules, click OK to close the Rules Editor.

image

Now, you should see three Relying Party Trusts in the ADFS Trust Relationships.

Screenshot 2015 02 19 22 23 41


Test External Access to CRM 2015 with IFD

Now, you should use the claims certified external access CRM 2015 a. In IE the browser CRM 2015 external address (for example: https://crm2015.iwebscrm15.com:444/main.aspx ), you will see the following pages:

Screenshot 2015 02 19 22 20 28

Enter the user name password in the format “domain\username”  and pass. You should get in fine.

Additional Tasks for mex Endpoints – Services that connect to XRM

We found after following these instructions, that we could not write services that connected via the endpoint https://your.crm.dom:444/adfs/services/trust/mex. This is due to the CRM Sandbox service using port 808. The solution we applied what one that we wrote for CRM 2013, but is applicable here for CRM 2015: https://www.interactivewebs.com/blog/index.php/crm-2013/adfsservicestrustmex-returns-503-on-crm-2013-windows-2012-ifd-mex-endpoint-fix/ 

This should be done routinely as it will only pop it’s head up at a later date.

 

Turn the Firewall Back On

As you may expect, this is a rather important last step

1. Turn on all Firewall Settings as they were at the start

Screenshot 2015 02 19 22 50 17

2. Click Advanced Settings 

Screenshot 2015 02 19 22 51 06

3. Click Inbound Rules / New Rule

Screenshot 2015 02 19 22 52 22

4. Select Port / Next

Screenshot 2015 02 19 22 46 28

5. Select TCP and Specify Port 444

Screenshot 2015 02 19 22 46 54

6. Allow the Connection

Screenshot 2015 02 19 22 47 08

7. Domain, Private and Public all ticked.

Screenshot 2015 02 19 22 47 28

8. Give it a name like: CRM Port 444

Screenshot 2015 02 19 22 47 46

And you are about finished. Remember if in the future you are mucking with something and getting no place. Turn off the Firewall as a starting point. Banging heads with firewalls is a waste of time!

Remember to test access again externally!

 

Your Feedback and Our Services

Please post a comment or note if you have anything to add about these notes. We welcome feedback that helps us improve them.

If you have a need for CRM 2015 Developer Services, we offer professional services and support for CRM 2015. This includes upgrade services for upgrading from any of the past CRM releases to new ones. We also write custom plugin solutions and are specialists with advanced web services and portals that connect to CRM for many applications. http://www.interactivewebs.com/crm

 

 

 

CRM 2013 Warning Data encryption will be active after the install or upgrade.

When importing a database from CRM 2011 to CRM 2013, you may receive an error:

Screenshot 2014 08 21 16 27 06

Data encryption will be active after the install or upgrade. We strongly recommend that you copy the organization encryption key and store it in a safe place. For more information, see http://go.microsoft.com/fwlink/?LinkId=316366.

Understanding This

Microsoft Dynamics CRM 2013 uses standard SQL Server cell level encryption for a set of default entity attributes that contain sensitive information, such as user names and email passwords for Server-Side Sync and authentication tokens for Yammer integration capabilities.  This feature can help organizations meet FIPS 140-2 compliance by ensuring that the data is encrypted “at rest” so that local database admins cannot read the data in the database tables directly.  For Microsoft Dynamics CRM Online, all new and upgraded organizations use data encryption.  For on-premise versions of Microsoft Dynamics CRM 2013, users who have the system administrator security role (and in the PrivUserGroup) can activate data encryption or change the encryption key after data encryption is enabled in the Settings > Data Management > Data Encryption area.  After you activate data encryption, you cannot turn it off. NB: For on-premises versions of Microsoft Dynamics CRM:

  • Changing the encryption key requires SSL configured on the Microsoft Dynamics CRM website. (This requirement can be averted by a work-around described herein, which should only be used for testing purposes.  The point of having data encryption is to have data be encrypted both in transit and at rest.)
  • It is a best practice is to change the encryption key once every year.
  • The encryption key is required to activate data encryption when you import an organization database into a new deployment or a deployment that has had the configuration database (MSCRM_CONFIG) re-created after the organization was encrypted.  You can copy the original encryption key to Notepad and paste it into the Settings > Data Management > Data Encryption dialog box after the organization import is completed.
  • When you re-enter the data encryption key, we recommend that you run the Microsoft Dynamics CRM web application using Internet Explorer to paste the encryption key into the Data Encryption dialog box.

Copy your organization data encryption key.  It is strongly recommend that you make a copy of your data encryption key.  This is particularly important for on-premise deployments that may need to reactivate data encryption after a redeployment or failure recovery.

 

How to copy a CRM 2013 Data Encryption Key for an Organization

  1. Sign in to Microsoft Dynamics CRM as a user with the system administrator security role.
  2. Go to Settings > Data Management > Data Encryption.
  3. In the Data Encryption dialog box, select Show Encryption Key, in the Current encryption key box select the encryption key, and copy it to the clipboard.


CRM 2013 Data Encryption https errorHowever, if the Microsoft Dynamics CRM website is not configured for HTTPS/SSL, the Data Encryption dialog box will not be displayed.  Instead, you’ll get the error noted at the right.  For a more secure deployment, we recommend that you configure the website for HTTPS/SSL.  As a work-around, it is possible to get at the CRM 2013 Data Encryption settings even if the website is not configured for HTTP/SSL.  To do so, use a tool that can be used to modify CRM database tables, such as Microsoft SQL Server Management Studio and open the configuration database (MSCRM_CONFIG); in the DeploymentProperties table, set DisableSSLCheckForEncryption to 1.  In order to set the property use the following SELECT and UPDATE statements:

<span style="color: #000000;">SELECT [ColumnName],[BitColumn]
FROM [MSCRM_CONFIG].[dbo].[DeploymentProperties]
WHERE ColumnName='DisableSSLCheckForEncryption'
 
UPDATE [MSCRM_CONFIG].[dbo].[DeploymentProperties]
SET [BitColumn]=1
WHERE ColumnName='DisableSSLCheckForEncryption'</span>

CRM 2013 Data Encryption KeySaving CRM 2013 Data Encryption w Unicode

After performing an IISReset on the CRM Server, you’ll be able to see the encryption screen.  Paste the encryption key in to a text editor, such as Notepad. As a best practice, save the text file that contains the encryption key on a computer in a secure location on an encrypted hard drive.  Also note that if you keep the default encryption key with all the special hieroglyphic characters, you’ll need to save the file with Unicode encoding — see screenshot below.  Also, note, there is one data encryption key per organization.

Testing our system, I backed-up our test Adventure Works CRM organization database, and restored it as AdvWrks2.  I imported (re-deployed) the AdvWrks2 database to create a new CRM org.  I browsed to Settings => Admin => Users, and selected my User.  I changed the Primary E-mail address and hit save.  Here’s where I got a “Data Encryption error — There are encrypted fields in the organization database, but the data encryption feature isn’t activated.” What this means is that the org that I originally backed-up had encryption enabled, and we copied and re-deployed that org to the new org — which is now requiring data encryption be activated with the Encryption Key from the original org. I went ahead and activated using the Encryption Key that I had previously saved, and got the good news that the Encryption Key was activated successfully.
CRM 2013 Data Encryption - encryption not activated error

So we’ve seen CRM 2013 Data Encryption be activated automatically, by simply installing CRM, as noted in the highlighted paragraph at the top of this post. We also know that Data Encryption will be enabled on all CRM Online deployments.

We’ve further seen that when an encrypted CRM database is restored and redeployed it requires that data encryption be activated with the appropriate encryption key. If you ever think you may want to restore your CRM organization database for disaster recovery or redeploy your CRM system for testing or operational reasons, you simply must save off the encryption key of your existing CRM system. 

Reference: http://www.crmphilly.com/crm-2013-data-encryption/

CRM 2011 to 2013 “Database cannot be started in this edition of SQL Server” error when restoring a Microsoft Dynamics CRM database.

When restoring a database that is a backup of a CRM 2011 database and you are restoring it to a CRM 2013 server running SQL 2012 but not Enterprise, you may receive an error: 

“Database cannot be started in this edition of SQL Server” error when restoring a Microsoft Dynamics CRM database.

This error only happens when the original SQL instance was running an enterprise version and the destination server is not.

Screenshot 2014 08 21 15 45 58

The Cause

When Microsoft Dynamics CRM 2011 is installed using a Microsoft SQL Server Enterprise edition, a partition is created for the auditing functionality of Dynamics CRM 2011. The AuditBase table uses partitioning which is only available for Microsoft SQL Server Enterprise.

The Solution

Use the following Steps and Script to remove the partitioning. The following script recreates all the indexes on the Primary partition and then drops the partition.

Be sure to have a database backup of the ‘Org_MSCRM’ before performing the following steps. 

1. Restore the ‘Org_MSCRM’ database to a Microsoft SQL Server Enterprise edition. It is recommended to backup and restore the database instead of running the script on the production database.

2. Run the following script against the restored database.

IF EXISTS (SELECT name FROM sys.partition_schemes WHERE name='AuditPScheme')
BEGIN
 SELECT 
  CASE WHEN ind.type != 1 
   THEN 
    'DROP INDEX [dbo].[AuditBase].' + QUOTENAME(ind.name) + ' ' 
   ELSE ' ' 
  END + 
  'CREATE ' + CASE is_unique WHEN 1 THEN 'UNIQUE ' ELSE '' END  +
  ind.type_desc + ' INDEX ' + QUOTENAME(ind.name  COLLATE SQL_Latin1_General_CP1_CI_AS )  + ' ON [dbo].' +  QUOTENAME(OBJECT_NAME(object_id)) + ' (' +
   
  REVERSE(SUBSTRING(REVERSE((
   SELECT name + CASE WHEN sc.is_descending_key = 1 THEN ' DESC' ELSE ' ASC' END + ','
   FROM
    sys.index_columns sc
    JOIN sys.columns c ON sc.object_id = c.object_id AND sc.column_id = c.column_id
   WHERE
    OBJECT_NAME(sc.object_id) = 'AuditBase' AND
    sc.object_id = ind.object_id AND
    sc.index_id = ind.index_id
   ORDER BY index_column_id ASC
   FOR XML PATH('')
        )), 2, 8000)) + ')' +
  CASE WHEN ind.type = 1 
   THEN 
    ' WITH (DROP_EXISTING = ON) ON [PRIMARY]' 
   ELSE 
    ' ' 
  END  as Script 
 INTO #indexesScript
 FROM sys.indexes ind
 JOIN sys.partition_schemes ps on ind.data_space_id=ps.data_space_id 
 WHERE
  OBJECT_NAME(object_id) = 'AuditBase'
  AND ps.name = 'AuditPScheme' 
  AND is_unique_constraint = 0 
 SELECT * FROM #indexesScript 
 
 DECLARE @recreateScript nvarchar(max)
 DECLARE indScript CURSOR FOR
 SELECT Script FROM #indexesScript
 OPEN indScript
 FETCH NEXT FROM indScript INTO @recreateScript
 
 WHILE @@FETCH_STATUS = 0   
 BEGIN   
  BEGIN TRANSACTION t1
  Execute sp_executesql @recreateScript
  
  IF @@ERROR > 0
  BEGIN 
   ROLLBACK TRAN t1
   declare @message varchar(max)
   set @message = 'Audit history recreate index failed. SQL: ' + @recreateScript 
      RAISERROR (@message, 10,1)
  END
  ELSE
  BEGIN
   COMMIT TRAN
  END
  FETCH NEXT FROM indScript INTO @recreateScript   
 END   
 DROP PARTITION SCHEME AuditPScheme
 DROP PARTITION FUNCTION AuditPFN
  
 CLOSE indScript   
 DEALLOCATE indScript 
 DROP TABLE #indexesScript
END

3. Once the script is complete you can backup the database and now you should be able to restore the database to a Microsoft SQL Server Standard edition.

Microsoft CRM 2011 Defaults to Mobile Site /m

Microsoft CRM 2011 Defaults to Mobile Site /m

When hitting our CRM 2011 website after recent rollup updates, the website defaults to to a URL with a /m/  and shows a mobile site.

Microsoft CRM 2011 Mobile

The FIX

This is really simple.

When the site reformats to:  /m/defualt.aspx  Just replace that with /main.aspx

So this: https://acc.interactivewebs.com:444/m/default.aspx

Becomes: https://acc.interactivewebs.com:444/main.aspx

It’s that easy!

Microsoft CRM 2011.png

Microsoft CRM 2011 Exception message: ID4175: The issuer of the security token was not recognized by the IssuerNameRegistry

Error

When attempting to login to an IFD (Internet Facing Deployment of CRM) you receive this error:

Event code: 3005 Event message: An unhandled exception has occurred. Event time: 10/06/2014 1:54:52 AM Event time (UTC): 9/06/2014 3:54:52 PM Event ID: 6da606a9a6794c2a8f504cc6b8b3be3e Event sequence: 2 Event occurrence: 1 Event detail code: 0  Application information:     Application domain: /LM/W3SVC/2/ROOT-1-130468028783689054     Trust level: Full     Application Virtual Path: /     Application Path: C:\Program Files\Microsoft Dynamics CRM\CRMWeb\     Machine name: VSERVER08  Process information:     Process ID: 1540     Process name: w3wp.exe     Account name: NT AUTHORITY\NETWORK SERVICE  Exception information:     Exception type: SecurityTokenException     Exception message: ID4175: The issuer of the security token was not recognized by the IssuerNameRegistry. To accept security tokens from this issuer, configure the IssuerNameRegistry to return a valid name for this issuer.   at Microsoft.IdentityModel.Tokens.Saml11.Saml11SecurityTokenHandler.CreateClaims(SamlSecurityToken samlSecurityToken)   at Microsoft.IdentityModel.Tokens.Saml11.Saml11SecurityTokenHandler.ValidateToken(SecurityToken token)   at Microsoft.IdentityModel.Tokens.SecurityTokenHandlerCollection.ValidateToken(SecurityToken token)   at Microsoft.IdentityModel.Web.TokenReceiver.AuthenticateToken(SecurityToken token, Boolean ensureBearerToken, String endpointUri)   at Microsoft.IdentityModel.Web.WSFederationAuthenticationModule.SignInWithResponseMessage(HttpRequest request)   at Microsoft.IdentityModel.Web.WSFederationAuthenticationModule.OnAuthenticateRequest(Object sender, EventArgs args)   at Microsoft.Crm.Authentication.Claims.CrmFederatedAuthenticationModule.OnAuthenticateRequest(Object sender, EventArgs args)   at System.Web.HttpApplication.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()   at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)
  Request information:     Request URL: https://auth.interactivewebs.com:444/default.aspx     Request path: /default.aspx     User host address: 101.164.212.248     User:      Is authenticated: False     Authentication Type:      Thread account name: NT AUTHORITY\NETWORK SERVICE  Thread information:     Thread ID: 8     Thread account name: NT AUTHORITY\NETWORK SERVICE     Is impersonating: True     Stack trace:    at Microsoft.IdentityModel.Tokens.Saml11.Saml11SecurityTokenHandler.CreateClaims(SamlSecurityToken samlSecurityToken)   at Microsoft.IdentityModel.Tokens.Saml11.Saml11SecurityTokenHandler.ValidateToken(SecurityToken token)   at Microsoft.IdentityModel.Tokens.SecurityTokenHandlerCollection.ValidateToken(SecurityToken token)   at Microsoft.IdentityModel.Web.TokenReceiver.AuthenticateToken(SecurityToken token, Boolean ensureBearerToken, String endpointUri)   at Microsoft.IdentityModel.Web.WSFederationAuthenticationModule.SignInWithResponseMessage(HttpRequest request)   at Microsoft.IdentityModel.Web.WSFederationAuthenticationModule.OnAuthenticateRequest(Object sender, EventArgs args)   at Microsoft.Crm.Authentication.Claims.CrmFederatedAuthenticationModule.OnAuthenticateRequest(Object sender, EventArgs args)   at System.Web.HttpApplication.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()   at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)  Custom event details: 

The Problem

For unidentified problems, the ADFS authentication is failing and needs to be reset.

Solution:

Run the Deployment Manager with same certificate

These instructions are the last part of the instructions we have created for updating an out of date SSL certificate used in an IFD deployment. Basically we are following the same instructions, but skipping the step of replacing with a new SSL certificate. We are just running the deployment again against the same certificate. 

1. Run the CRM deployment manager:

image

2. Run the Configure Claims-based Authentication

image

Select the default settings.

image

image

Which should be the default from your IFD setup

But when you get to the Certificate, you need to select the new certificate.

image

image

Which should be visible from the list after importing it in the steps above.

3. Run the Configure Internet Facing Deployment action and just step though it with the default settings.

image

4. Restart the AD FS 2.0 Windows Service

image

Configure AD

Set the Service Communication Certificate

1. Start AD FS 2.0 Management

image

2. Expand certificates and select Set Service Communications Certificate

image

3. Select the new certificate that will be listed here.

image

Update Relying Party Trusts

1. From the AD FS 2.0 Management, Select your replying party trusts and update from the federation metadata one by one.

image

Update both listed. They will likely have a red cross before you do this.

Restart Services

Restart AD FS Service:

image

and restart IIS the usual way.

And you should be done. Login to your CRM IFD again and enjoy.

 

Microsoft CRM IFD SSL Certificate Renewal

Following on from our very popular IFD configuration for Microsoft CRM.

http://www.interactivewebs.com/blog/index.php/server-tips/microsoft-crm-2011-how-to-configure-ifd-hosted-setup/

The time will come around where you need to renew the SSL certificate for your CRM IFD configuration.

This will include the renewal of the SSL certificate as used by IIS and and ADFS. Couple of steps we followed based exactly on the configuration outlined in our above linked blog post.

Generate a new SSL Request.

1. Open IIS Manager and click on server certificates.

image

2. Create certificate request

image

3. Fill in the data:

image Next

4. Change to 2048 Bit

image

5. Give it a name:

image

Finish and you are done.

Now Open the certificate text file and copy the text to your clip board, or use this with your certificate authority to issue you a new Wild Card Certificate. *.interactivewebs.com is what we use.

To get the certificate we use a service called “startssl.com” who allow you to issue certificates like this for 2 years for free once you are validated as a user.

Complete the Certificate Request

Once the new certificate has been issued to you you need to complete the request on IIS.

1. In IIS Manager click on Complete Certificate Request

image

2. Browse to the certificate from your issuer provider and give it a friendly name. We like to use a year in the name to help distinguish from the old one.

image

Finish the import.

Change the certificate used by IIS

1. Expand the two sites on the CRM server and click on Default Website first then Bindings / https

image

Then EDIT

2. Select the new certificate that you just imported and click on OK

image

3. Repeat this process fro the Microsoft Dynamics CRM website

image

selecting the new certificate here and OK.

4. Restart IIS

Set Permissions on SSL Certificate

1.  Click Start, and then click Run.
2.  Type MMC.
3.  On the File menu, click  Add/Remove Snap-in.
4.  In the Available snap-ins list, select Certificates, and then click Add. The Certificates Snap-in Wizard starts.
5.  Select Computer account, and then click Next.
6.  Select Local computer: (the computer this console is running on), and then click Finish.
7.  Click OK.
8.  Expand Console Root\Certificates (Local Computer)\Personal\Certificates.
9.  Right-click Certificates, click All Tasks, and then click Import.

Step 2: Add to the ADFS service account the permissions to access the private key of the new certificate. To do this, follow these steps:

1.  With the local computer certificate store still open, select the certificate that was just imported.
2.  Right-click the certificate, click All Tasks, and then  click Manage Private Keys.
3.  Add the account that is running the ADFS Service, and then give the account at least read permissions. (for us this is the Network Service)

Run the Deployment Manager with new Certificate

1. Run the CRM deployment manager:

image

2. Run the Configure Claims-based Authentication

image

Select the default settings.

image

image

Which should be the default from your IFD setup

But when you get to the Certificate, you need to select the new certificate.

image

image

Which should be visible from the list after importing it in the steps above.

3. Run the Configure Internet Facing Deployment action and just step though it with the default settings.

image

4. Restart the AD FS 2.0 Windows Service

image

Configure AD

Set the Service Communication Certificate

1. Start AD FS 2.0 Management

image

2. Expand certificates and select Set Service Communications Certificate

image

3. Select the new certificate that will be listed here.

image

Update Relying Party Trusts

1. From the AD FS 2.0 Management, Select your replying party trusts and update from the federation metadata one by one.

image

Update both listed. They will likely have a red cross before you do this.

Restart Services

Restart AD FS Service:

image

and restart IIS the usual way.

And you should be done. Login to your CRM IFD again and enjoy.

Please feel free to link to / reference this blog. Comments welcome below.

CRM 2011 Email Router Setup and Settings

Often with the setup of CRM 2011. Users experience messages about Pending e-mail warning and sometimes email messages are not sending.

This can be especially frustrating as both the CRM email queuing and tracking system and the Email router application are terrible to help you understand exactly what is going on with your CRM e-mail.

We mentioned some of the issues we have experience here:

http://www.interactivewebs.com/blog/index.php/server-tips/crm-2011-email-router-problemsshes-a-fickle-bitch/

Here are some basic setup tips for email in Microsoft CRM 2011

1. Out of the box, CRM does not send email messages. You need to configure an application known as CRM 2011 Email Router to have email messages send.

2. You also need a working SMTP (email server) that is configured to allow the relay of email messages from email accounts at your domain name. This can be achieved with Amazon SES message service or your own servers. We can assist you setup Amazon SES if you need assistance with this.

3. You should install and configure your Email Router. Some notes to help you may include these: http://www.interactivewebs.com/blog//?s=email+router

Recommended email settings in CRM 2011

1. Out of the box. CRM will only be able to send email messages to leads, contacts, and accounts. Until you change this setting found in the Admin / System Settings in CRM.

image

2. Avoid delayed email messages in CRM by Approve Email Address. In the Administration / Users. Go into each user and approve the configured email address.

image

There is a view of users who are Pending Email address approval to help identify who is needing approval.

image

Also uncheck the option for Process emails only for approved users and process email only for approved queues. Administration / System Settings.

image

 

3. Configure users email settings to use the email router for outbound email messages. (optionally inbound configuration too).

image

Our recommendation is to set the outbound processing for the email router. This will allow emails generated by the crm system to be delivered right away via the email router. This also means that you do need to install and configure the email router.

The above settings can be set automatically for all users by the use of a simpler out of the box workflow that runs on create of new users.

image

4. The next setting is recommended. Knowing that email can be tracked in CRM with the outlook client:

image

Email messages can automatically be tracked too.

image

5. The all powerful features of creating contacts in CRM when and email address is not known.

image

This is a great way to automatically get more leads or contacts (depending on your business) in crm. And depending on your business can also be a great way to pollute your crm full of contacts or leads that you don’t want.

Troubleshooting Tips

To troubleshoot an E-mail Router outgoing profile configuration, follow these steps:

  1. Make sure that you follow the incoming profile configuration procedures in the E-mail Router Configuration Manager Help.
  2. For more information about how to configure an incoming profile, see the E-mail Router configuration information in the latest version of the Installing Guide that is included in the Microsoft Dynamics CRM 4.0 Implementation Guide.
  3. Refer to the following sections for information about how to resolve commonly encountered outgoing profile issues.

Test Access error

If there is a problem with your outgoing e-mail configuration, you may receive the following error message when you click Test Access on the E-mail Router Configuration Manager:

“Outgoing status: Failure – An error occurred while checking the connection to e-mail server EXSERVERNAME. The requested address is not valid in its context”

If you receive this message, follow these steps to troubleshoot the problem:

  1. Run a telnet command to verify that connectivity is functioning between the computer that is running CRM Router and the Exchange Server. For example, start the TELNET utility and enter the following command:TELNET EXSERVERNAME PORT
  2. Make sure that you have no antivirus services running on the Exchange Server computer that prevent connection by using port 25.
  3. For information about how to configure the SMTP server to allow relay messages from Microsoft Dynamics CRM, see KB article 915827.

E-mail error when message sent from the Web application

Symptom: When a user sends an e-mail message by using the Web application, the user might receive one of the following messages:

This message has not yet been submitted for delivery. 1 attempts have been made so far.

The message delivery failed. It must be resubmitted for any further processing.

Resolution: For information about how to resolve this issue, see KB article 915827.

Load Data error

When you click Load Data in the E-mail Router Configuration Manager, you receive the following error:

The E-mail Router Configuration Manager was unable to retrieve user and queue information from the Microsoft Dynamics CRM server. This may indicate that the Microsoft Dynamics CRM server is busy. Verify that URL ‘http://OrganizationName‘ is correct. Additionally, this problem can occur if the specified access credentials are insufficient. To try again, click Load Data. (The request failed with HTTP status 404: Not Found.)

To resolve this problem, follow these steps:

  1. Make sure that the user account that is running the E-mail Router Configuration Manager service is a member of the Active Directory PrivUserGroup security group.
  2. The account that is specified in the Access Credentials field on the General tab of the E-mail Router Configuration Manager must be a Microsoft Dynamics CRM administrative user. If the access credentials are set to Local System Account, the computer account must be a member of the Active Directory PrivUserGroup security group.
  3. Make sure that the URL is spelled correctly. The organization name in the URL field is case-sensitive and must be spelled exactly as it appears in the Microsoft Dynamics CRM server. To view the organization name as it appears in the Microsoft Dynamics CRM server, start the Web application. The organization name appears in the upper-right corner of the application window.
  4. The DeploymentProperties table may have incorrect values if you have modified the port or hostheaders on your Web site. To update the DeploymentProperties table see, KB article 950248.

Pending Email warning

image

On the Email Router, configure:

1. Check event view for Email Router related errros

2. Change the send email

3. Restart CRM email Router service

4. Reduce the pooling time and conneciton timeout

image

 

Automatically Resending Failed Email Messages

The Advanced find can be used to find email messages that have not sent. A workflow can also be created to resend messages automatically. However constant failures is going to indicate a problem some other place. So the use of this automatic workflow should not be introduced in place of fixing your sending issues.

Steps to create the workflow to re-send failed e-mails:

1. Create a new Workflow in CRM | Processes on the E-mail entity

image

2. Set the workflow to be Available to Run “As an on-demand process”, Change the scope to Organization and uncheck “Record is created”.  This will make the workflow available to run On-Demand, function for all e-mails in the organization and also not run when every time a new e-mail is created as we just want to use this when needed on specific e-mails.

image

3. Click “Add Step” and choose “Change Status”

image

4. Set the E-mail to a status of “Pending Send”

image

5. Click Save and then Activate in the toolbar.  Click ”OK” to the message to confirm you want to Activate the workflow and then click “Close” on the workflow.

image

Advanced Find to see how many e-mails are in a failed status:

1. Open Advanced Find by clicking the “Advanced Find” button in the CRM ribbon

image

2. Select “E-mail Messages” in the Look For option set and then select “Status Reason” and set it equal to “Failed”. Then click the Results button in the Advanced Find ribbon.

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3. You can refine the results using the filter criteria from here as well in case you do not want to re-send all of the e-mails. Once you are done, multi-select the e-mails you want to re-send and then click the “Run Workflow” button in the CRM ribbon.

4. Select the e-mail workflow that you created using the steps above and click OK.

The workflow will then run and change the status of all the e-mails you had selected back to “Pending Send”.  This is an asynchronous process, so it may take a few minutes depending on your current asynchronous workload in CRM.  Then the CRM e-mail router will process them again and send them out through SMTP as expected.

Still Need Help?

Here at InteractiveWebs we know how terrible this component of Microsoft CRM is. Actually, in our opinion, it is difficulties like these that really shows Microsoft is not at all interested in giving it’s customers a good experience. Much of the multitude of steps and better monitoring could be fixed with very little effort from Microsoft, yet after years of CRM, much remains the same.

In any case, if you need paid administration assistance to get your email working on your CRM system, be it Cloud Microsoft Hosted, IFD, or On Premises, we are available. Please contact us at: http://www.interactivewebs.com by submitting a support ticket.

Download Rollup 12 for Microsoft Dynamics CRM 2011 is Available–Finally

Reposted: Today the update Rollup 12 for Microsoft CRM 2011 (CRM 2011 Polaris on premises) is available for download at this location:

Download

http://www.microsoft.com/en-us/download/details.aspx?id=36229

 

This update is the long awaited one that is doing the UI update that will add the support for multiple browsers apart from Internet Explorer.

The image above depicts the functionality included in Polaris. I will now touch upon some of the key ones in a little more detail, hopefully in plain English!

  • Flow User Experience – this is a whole new UX development approach for CRM to remove the number of screen pops that occur during a standard process. In the case of Polaris, Lead and Opportunity and Case management processes will be included. It is important to note that this feature will be turned off for existing online customers, but can be opted into and for new online customer post the release this will be on by default but can be turned off. Flow UX will not be configurable for any other entity other than the Lead, Opportunity and Case in the first release. In the Q2 2013 we would expect that this will be more configurable for custom entities. This is a big step forward on UX development and cements the user experience expected on mobile devices
  • Browser Flexibility – This will enable CRM to be run on a number of browsers including Safari on the IPAD.

  • Yammer Integration – Tighter integration between CRM and Yammer beyond the current embed functionality. This will enable features such as Like, Follow, visible from within CRM or Yammer and the ability to do global search from yammer to CRM. Yammer will become the future Activity Feeds.  Aligned to this was the recent announcement of pricing plan changes that can be found here https://www.yammer.com/about/pricing/ making it very affordable to organisations to adopt.
  • Skype integration – As per my previous blog this is a great new feature and will change the way we communicate with our customers from within CRM.
  • Bing Maps – The updated new UX will include native integration to Bing Maps for Contacts and Accounts for free.
  • Pre Defined sales and Service processes – So what is this? Well rather than you telling your partner your processes, your partner will be able to present a best of breed sales process as a starting point from which you can edit and tweak. This will save time in deployment and provide a greater starting point than just rich functionality to configure.
  • Enhanced Complex Deal Management – Microsoft Dynamics CRM will provide additional capabilities to track and manage stakeholders, competitors and pursuit teams for leads, opportunities, contacts and accounts via the new UX capability.

Where did it go? Update 16/01/2013

Microsoft Dynamics CRM 2011 Update Rollup 12 (UR12), which was readied for availability on January 10 and made available on January 12, has been withdrawn by Microsoft, citing ” an issue that could potentially impact a customer’s database”.

Writing in a blog post on the Microsoft Dynamics community site, CVP for Dynamics CRM Bob Stutz explained that an issue discovered in the “UR12 Server bits” could impact customer databases, so the software download was removed from the Microsoft Download Center.
A new version of UR12 will be made available within the week, according to Stutz.
Dynamics CRM forum members discussed the missing server software for UR 12 on Friday, January 11.  One person notes that she downloaded it on the 9th, discovered issues, and saw that it had been pulled down soon after:

“I grabbed the server component around 10:00 PM eastern on the 9th, and they pulled it down about an hour later. I installed it in my environment and it had a few bugs, maybe MS pulled it down and are frantically fixing?”

Another forum member puzzled over the lack of communication on the missing software:
“Seems wierd [sic] that they were there one moment and gone the next.  Always amazes me that there’s multiple posts when it’s released, but nothing but silence when it gets pulled.  SImilar to UR 10 and UR 11 which both had V2’s (and niether [sic] of which were really fixed).”
This is not the first update rollup to be withdrawn because of undiscovered issues.  UR10 had to be re-released in October 2012 due to several issues.  UR11 was similarly re-released several days after the original due to user-reported issues.

Stutz’s blog post does not elaborate on the problems, but Stutz acknowledges that another consecutive withdrawn update to Dynamics CRM hurts the product’s QA and release processes. He concludes with an assurance: “We have taken measures to improve our engineering processes and methodologies going forward, and we take your feedback very seriously. We apologize for any inconvenience this has caused.”