by Gustaf Westerlund | Nov 1, 2010
I have now had the time to look quite a bit at CRM 2011 beta and it looks really good. The Dynamics CRM team at Microsoft have been really busy.
One of the features I really liked about CRM 4 was Internet Facing Deployment. It opens a lot of doors and my current company offers it quite a lot.
I had a look at this feature in CRM 2011 beta and it is both a really interesting feature and a disappointment. It is based on a completely new architecure, called Claims based authentication which allows any type of authenticator to authenticate users for Dynamics CRM. For example, LinkedIn, Facebook or Windows Live ID could be used to authenticate user in Dynamics CRM.
This is really interesting since it allows for many types of authentication providers, even custom made. However, since the technique is a bit more complex than the old IFD technology in CRM 4.0 it will also require some more configuring. As far as I have understood it is for instance dependant on Active Directory Federation Service 2.0.
I tried setting it up correctly in CRM 2011 beta in a demo environment, with a set up similar to CRM 4.0 with authentication using the AD, which I believe probably still will be mostly used (maybe Live Id will be used quite a lot as well) but after a couple of hours felt that my skills in Active Directory in Windows Server 2008 R2, Federation Service 2.0 and the more technical details of claims based authentication have some rather large white areas, I left it alone.
It is a very interesting technique and I hope that there will be good how-tos around for how to set this up correctly, most preferably a wizard or two, for AD and Live Id authentication.
Another interesting aspect of this is the legacy support of IFD customizations from CRM 4.0. Since this technique is quite different from how this is handled in CRM 4.0, I wonder how Microsoft are going to create full legacy support for old applications, since they are within the “supported” framework which according to Microsofts promises, should mean they are auto-upgradable.
If you have anything to add on this subject, feel free to add a comment. Especially if you know of a good instruction of how to set this up correctly!
Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB
www.crmkonsulterna.se
by Gustaf Westerlund | Oct 27, 2010
Many of my customers are aquiring Dynamics CRM through the Service Provider License Agreement (SPLA) which more commonly is known as Partner Hosted. We are working closely with Hermelin IT-Partner (http://www.hermelin.com/) for this service as they are an excellent provider of IT-infrastructure.
One of the licensing issues I have been discussing with Hermelin IT-Partner and Crayon, a Swedish Microsoft Licensing specialist partner, is how the External Connector is licensed for SPLA.
The External Connector is, as many of you probably know, a special license that is required to license external users to work with data in Dynamics CRM, without working with the normal GUI (requires full license). Despite the name, it just a license form and does not contain any code at all.
Typical scenarios where the external connector is required is for customer portals, case registrations by customers etc. where the portal or other software works directly with the CRM webservice or database. I have had extensive discussions with Microsoft concerning implicit information, like data warehouses and how these are to be licensed but have as of now only got the answer that as long as there is some interaction with the data, like drill-down, a license is required. If there are many users, the Application Platform Agreement is what is recommended. The external connector cannot be used in internal scenarios as it explicitly only gives accessrights to non-employees and the similar.
For an on premise solution, the external connector is typically priced in the area of €25 000 or $30 000 which is quite hefty and a very large pricetag for a small company making it more or less impossible to buy.
So, when working with Dynamics CRM licensed in SPLA, how does the license agreement work? Crayon sent us the following sections concerning this:
For Dynamics CRM 4.0 Service Provider :
You do not need a SAL for external users who access Dynamics CRM 4.0 without using Dynamics CRM 4.0 Client for Microsoft Office Outlook and Microsoft Dynamics CRM 4.0 Web Client software. External users means users that are not (i) a customer’s or a customer’s affiliates’ employees, or (ii) a customer’s or a customer’s affiliates’ contractors and agents.
So, surprise, you don’t need it at all! This is something I think is great since that really opens up the possibilities of really leveraging the full power of Dynamics CRM for our customers even the smallest with only a couple of users.
It also has some other implications, namely that a customer that currently licenses Dynamics CRM as on-premise via Volume Licensing or by renting the licenses and currently are using the external connector, really should start looking at moving to partner hosted since that will remove the quite hefty cost of the external connector. It typically also comes with a SA of about 1/3 the cost per year so it is an ongoing cost.
I hope that Microsoft will be harmonizing this with the rest of the “power of choice” so that it will be more reasonably priced also for on-premise solutions.
Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB
http://www.crmkonsulterna.se/
by Gustaf Westerlund | Oct 21, 2010
Had an interesting error reported by a customer today. It seems that in the Swedish version of CRM 4.0 the duplicate detection window showing found duplicates is too small. You cannot see the buttons:
This is a bit trick to fix since this form is not customizable and I think the only supported way of actually fixing it is changing the amount of text at the top by exporting the tags.
There is, however, a very small unsupported change that you can do that will enable the scrollbars which will allow you to scroll down to see and press the buttons.
Open the file: CRMWeb/Tools/DuplicateDetection/ViewDuplicates/ViewDuplicates.aspx
and edit the tag to instead. It will give the following result:
Which will allow the user to scroll down and see and press the buttons.
The risks of this unsupported fix is that it might be overwritten in update rollups, but it would destroy anything and there are no risks when upgrading to 2011.
I really would like Microsoft to fix this bugg though…
If anyone has some other solution to this, that is supported, please leave a comment.
Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB
www.crmkonsulterna.se
by Gustaf Westerlund | Oct 14, 2010
Recently I have been working quite a lot with reports and I must say that the new GUI in Reportdesigner for SQL RS 2008 is really a nice facelift.
I have been working with autogenerating reports as PDF:s as I have previously blogged about. It is a bit more complex to do in SQL Server 2005 and later since you have to work with two webservices that have similar class names, which I must say is a real stroke of genius. If there is interest, I might be looking into writing some about this.
An interesting thing I noticed about this is that despite the fact that the report previously has been published for external use, each update of the report will require you to republish it in order for the changes to stick. You can otherwise get some really interesting inconsistencies.
Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB
www.crmkonsulterna.se
by Gustaf Westerlund | Sep 22, 2010
I was setting up a VPC today and during the checks I got the following error:
“ASP.NET 2.0 is not installed”
Very weird. I had it installed and I tried repairing the installation and running aspnet_regiis -i on the ASP.NET 2.0 framework. After some googling I found that this was due to Microsoft .NET Framework 4.0 installed and this excellent blog explaining what was wrong and how to fix it. I did, however, have to remove the ISAPI filter for .NET Framework 4.0. Check it out here:
http://crm.vdsnickt.eu/2010/05/ms-crm-4-0-setup-error-asp-net-is-not-installed/
Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB
www.crmkonsulterna.se
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