Enable “Allow to use Credentials for Email….” in MS CRM 2013 On-premise

Are you trying to update mailbox record in Microsoft Dynamics CRM 2013 on-premise and getting “Allow to use Credentials for Email Processing” field grayed out like below?? If yes then this post is going to help to enable this option.

mailboxdisable

Allow to use Credentials for Email Processing” option under mailbox in Microsoft Dynamics CRM 2013 allow us to store credentials to access email services, if we are using Microsoft Dynamics CRM 2013 on-premise, we need to configure IFD to enable this options, but if you don’t want to configure IFD we have below workarounds to enable this open.

  • By Enabling https binding 
  • By Using registry key

In this post we are going to discuss first option. We need a SSL certificate to bind with crm website. As we are using our demo VPC, so we have created a wild card certificate. Follow below steps to bind SSL certificate and configure https binding to crm website.

  1. Create a SSL certificate. (Please refer our earlier post to create wild card certificate.)
  2. Run IIS Manager.
  3. Select Microsoft Dynamics CRM website.
  4. Click on Bindings… under Action.
  5. Click on Add under Site Binding dialog.
  6. Select https from Type dropdown.binding
  7. Select your SSL certification under SSL certificate dropdown and keep other setting as default.
  8. Click Ok and Close.
  9. Navigate to Microsoft Dynamics CRM Deployment Manager.
  10. Select Microsoft Dynamics CRM and select Properties under Actions.
  11. Select Web Address table and click on HTTPS binding type.
  12. Change port with the port that we used in https binding under Step 7 (443 in our case) in all services.
  13. Click Ok to close and do IISRESET

Now navigate to mailbox record in crm, you should get “Allow to use Credentials for Email Processing” enabled.

users

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Setting default filter for Personal view

Let’s take example of sales personal, while working with their sales opportunities mostly they create personal view and put their filter criteria while designing. Most of the time they use some common filtering criteria + specific filter criteria, and if we want to minimize their effort to put at least the common filtering criteria to advance find view, how can we accomplish this ?? The answer is to customize Opportunity’s advance find view and add our common set of filtering criteria, let’s take very simple example, we want to default a filter criteria for opportunity created current month.

We can follow below steps to implement it

    1. Navigate to Settings |Customization|Customize the System
    2. Open Advance find view from Opportunity, Components |Entities |Opportunity|View|Opportunity Advance Find View.
    3. Click on Edit Filter Criteria and add filter like below

advancefindview
4. Click on Save and Close.
5. Publish your changes.

Now when you will try to create personal view for opportunity, you will get a default filter as created on this month.

2014-09-12_13-37-01

 

 

 

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Step by Step creating wildcard certificate

Most of the time while setting IFD for Microsoft Dynamics CRM 2011/2013 dev environment we use wildcard certificate. In this post we are going to provide step by step instruction to setup a wildcard certificate using IIS 7. We are using windows 2008 r2 operating system.

In order to create a wildcard certificate first we need to generate a certificate singing request using below steps

Step 1. Make sure certificate authority service up and running in your server (If certificate authority is not installed, you can refer this to install it)

Step 2.  Navigate to IIS manager and select your root server.

Step 3. Double click on Server Certificate under featured view.

rootserver

Step 4. Select “Create Certificate Request” under Actions from right hand section.

Step 5. Fill required information

himbapcert

 

Note: make sure to use an asterisk (*) because we are creating wildcard certificate.

Step 6. Click on Next and select below options

Cryptographic Service Provider: Microsoft RSA SChannel Cryptographic Provider

Bit Length: 2048

Step 7. Click next and specify file name for your certificate request for example (Let’s say wildcardcert)

Step 8. Click on Finish

Now we have created a certificate signing request, we can submit it against windows certificate authority using below steps.

Step 8. Run command prompt and use below command (you can right click on command prompt and run it as Administrator)

certreq-submit -attrib “CertificateTemplate: WebServer” c:\wildcardcert.txt    

first it will prompt to select certificate authority and then it will prompt to save your certificate, give it a name and save it. Exist from command prompt.

Now we will be completing our certificate request using complete certification request.

Step 9. Goto IIS->Root server->Server Certification->Actions and select Complete Request option under Action.

Step 10. Click on browse and select your certificate file that is created in last step.

Step 11. Provide friendly name and click ok.

Now our wildcard certificate is ready and can be used in binding MS CRM website.

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Filed under IFD, MS CRM 2011, MS CRM 2013, Uncategorized

Updated SOAPLogger for CRM 2013 to generate JavaScript

HIMBAP:

Get complete Soap Request

Originally posted on Nishant Rana's Weblog:

Hi,

We have tool called SOAPLogger (..SDKSampleCodeCSClientSOAPLogger) that generates Soap request and response based on the C# code.

I have updated the tool to generate JavaScript that neatly wraps the Soap Request.

The output.txt and JavaScript code generated by the tool

Download the tool (convert .doc to .zip format)

https://nishantrana.files.wordpress.com/2014/08/soaplogger.doc

Hope it helps..

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Microsoft Fakes and LINQ (Custom Workflow Activity) in CRM

HIMBAP:

Unit Testing using Microsoft Fakes

Originally posted on Nishant Rana's Weblog:

Hi,

Just sharing a sample code to test a custom workflow activity using Microsoft Fakes.

The custom workflow activity uses LINQ.

The custom workflow activity code

1

public sealed class MyCustomWorkflowActivity : CodeActivity
{
#region Public Properties

[Input("Stage Name")]
public InArgument<string> StageName { get; set; }

#endregion

#region Methods

/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">
/// The execution context.
/// </param>
protected override void Execute(CodeActivityContext executionContext)
{
// Create the tracing service
var tracingService = executionContext.GetExtension<ITracingService>();

// Create the context
var context = executionContext.GetExtension<IWorkflowContext>();

var serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();

IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

try
{
using (var xrmServiceContext = new XrmServiceContext(service))
{
// get the business process workflow id
var workflow = (from w in xrmServiceContext.WorkflowSet
where w.Name == "Business Process Workflow Name"
select new Workflow { WorkflowId = w.WorkflowId }).FirstOrDefault();

if (workflow != null)
{
// get the stage name from the context's input parameter

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Microsoft Dynamics CRM 2013 update Rollup 3

Recently Microsoft Dynamics CRM 2013 update Rollup 3 is released, refer below link to get more details on issues fixed in this rollup

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