Missing CRM Server Roles – Weirdest Error Message Ever

A client emailed us that they couldn’t connect to their CRM 2011 on premise environment. When we tried to login it appeared that ADFS authentication wasn’t working. We logged into their front end CRM server where ADFS lives and expected to see a certificate error or something similar. It all looked good.

We then opened up the deployment manager and saw one of the weirdest CRM error messages ever. I mean in like 13 years of working with the product I have never seen it or heard of it. Searching online didn’t give us any immediate tips.

So here is what we observed and the steps we followed:

1. Both the front end and back end CRM servers were asking for a reboot to finish installing some Windows Server updates. So we figured that must be it and obliged. However, after rebooting we still couldn’t connect to CRM.

2. We then checked the Windows Update history on both machines and observed that the front end machine was on Update Rollup 17 and the back end was on UR 18. We applied update rollup 18 to the front end machine and rebooted it.

3. The error message when away and users were able to login to CRM once again.

In summary, I get the warning that one or more servers don’t have the latest update. But one or more server roles are missing and the front end server can’t find the back end server? You certainly don’t want add a new server to the deployment.

Errors

  • One or more server roles are missing from this deployment.
  • One or more servers in this deployment do not have the latest update.
CRM 2011 Deployment Manager One or more server roles are missing from this deployment

CRM 2011 Deployment Manager One or more server roles are missing from this deployment

The post Missing CRM Server Roles – Weirdest Error Message Ever appeared first on Innovating on CRM.


Source: CRM

Using Product Hierarchies in Dynamics CRM to Capture Lead Data

In Microsoft Dynamics CRM 2015, you have the ability to set up products and product families. We most often associate products with opportunities and quotes where we want to capture quantities, prices, etc.

In some cases, however, we may want to begin capturing some of this product-related information at the lead level to use as reference if the lead is qualified and an opportunity is created.   With a lead, there is quite possibly not the level of detail available to capture individual products. But, there may be enough information to capture a higher level of product information. Here is where using the family level might be helpful.

Let’s assume a company has a product structure that is something like the following:

Automobile Dashboard

  • Dashboard Frame
  • Air Vent Cover
  • Information Screen
  • Wiring Harness
  • Etc.

Truck Seat

  • Seat Frame
  • Lumbar Support Knob
  • Headrest
  • Springs
  • Arm Rest
  • Etc.

At the lead level, it may be unlikely that we have enough information to define individual products. But, during the course of qualifying the lead, we may learn this prospect buys Truck Seats and would like that information to carry over to the opportunity when qualified.

Setting this up on the lead can be pretty straightforward. An example of a Truck Seat family product record is shown below:

Product 1

 

The setup for a product within the Truck Seat family is shown below:

Product 2

 

Since we may be capturing more than one Family on the lead, setting up a related custom entity to the lead is a good option. This allows you to capture additional information if desired on the related record (e.g. number purchased annually, etc.). The custom entity form can be as simple as shown below. Set a view for the Product Family lookup to filter out records that are not Family level products and you are all set.

Product 3

 

On the Lead form, you can then add a subgrid that allows users to view and update potential Products quickly.

Product 4

To add a final touch, you could display the Potential Products information on the Opportunity form after the Lead is qualified in Dynamics CRM. Just use a Lead Quick View Form such as below, or if appropriate, have a custom plugin developed to copy the records from the Lead to a corresponding custom entity related to the Opportunity form.

Product 5

Want more information on how to get more out of your Dynamics CRM investment like using product hierarchies to capture lead data? Be sure to reach out to our CRM experts.

The post Using Product Hierarchies in Dynamics CRM to Capture Lead Data appeared first on Ledgeview Partners.


Source: CRM

Creating a Neglected Accounts View in CRM 2015 UR1+

Everyone wants to know which of their accounts have not been followed up recently.  But using the Neglected Accounts report is just sooo 1995.  Nobody uses reports anymore – we want everything as a view, chart or dashboard!  But until the most recent release of Dynamics CRM, the only way you could create a Neglected Accounts view was thru installing add-on products or developing code.

Well, my friends, those days are gone forever.  Welcome to the second half of 2015, where your all of your neglected account dreams come true!

Here’s the simple process for creating a neglected account view:

1. Create a Rollup Field

Create a rollup field that rolls up the maximum Actual End date of all closed activities (including activity party activities) for the account.  See the image below (you can click the image to zoom in).

Rollup field in CRM 2015 UR1 for calculating neglected accounts by rolling up all activity end dates

2. Create a Calculated Field

Now create a calculated field that calculates the number of days that have elapsed since the maximum activity end date that you calculated above.  See the image below.

calculate the days since a person or account was last contacted in microsoft dynamics crm 2015 ur1 spring release yada yada yada

3. Create a View

Now create a view using whatever number of days you want to neglect your accounts before they show up in the view.  You guessed it … see the image below.

Neglected Accounts View in Microsoft Dynamics CRM 2015 UR1

4. Get Fancy

But wait … there’s more!  You can have different thresholds for neglectation (new word that I just invented).  For example:

  • A Accounts: Call them every day
  • B Accounts: Call them every week
  • C Accounts: Call them every month
  • D Accounts: Call them every 6 months
  • F Accounts: Call them every year

Don’t forget to do an analysis to show how all of your A accounts change their phone number and never return any calls!  :)

You can apply the same principle to your leads, contacts and opportunities.

Now go out and start to make sure that those really important accounts get the harassing attention that they deserve!


Source: CRM

Creating a Neglected Accounts View in CRM 2015 UR1+

Everyone wants to know which of their accounts have not been followed up recently.  But using the Neglected Accounts report is just sooo 1995.  Nobody uses reports anymore – we want everything as a view, chart or dashboard!  But until the most recent release of Dynamics CRM, the only way you could create a Neglected Accounts view was thru installing add-on products or developing code.

Well, my friends, those days are gone forever.  Welcome to the second half of 2015, where your all of your neglected account dreams come true!

Here’s the simple process for creating a neglected account view:

1. Create a Rollup Field

Create a rollup field that rolls up the maximum Actual End date of all closed activities (including activity party activities) for the account.  See the image below (you can click the image to zoom in).

Rollup field in CRM 2015 UR1 for calculating neglected accounts by rolling up all activity end dates

2. Create a Calculated Field

Now create a calculated field that calculates the number of days that have elapsed since the maximum activity end date that you calculated above.  See the image below.

calculate the days since a person or account was last contacted in microsoft dynamics crm 2015 ur1 spring release yada yada yada

3. Create a View

Now create a view using whatever number of days you want to neglect your accounts before they show up in the view.  You guessed it … see the image below.

Neglected Accounts View in Microsoft Dynamics CRM 2015 UR1

4. Get Fancy

But wait … there’s more!  You can have different thresholds for neglectation (new word that I just invented).  For example:

  • A Accounts: Call them every day
  • B Accounts: Call them every week
  • C Accounts: Call them every month
  • D Accounts: Call them every 6 months
  • F Accounts: Call them every year

Don’t forget to do an analysis to show how all of your A accounts change their phone number and never return any calls!  :)

You can apply the same principle to your leads, contacts and opportunities.

Now go out and start to make sure that those really important accounts get the harassing attention that they deserve!


Source: CRM

Tip #467: Bulk unblock the XRM Toolbox

If you have ever downloaded the fantastic XRM Toolbox, you will know that the .dll files need to be unblocked before you can use the application.

Donna Edwards referred me to a PowerShell command suggested by Andre Margono that will bulk unblock all the files in the XRM Toolbox folder.

The syntax goes like this:
gci <your XrmToolBox folder> | Unblock-File
eg:
gci c:\XrmToolBox | Unblock-File

This is similar to our recommendation about the Package Deployer. Alternatively, when you download the xrm toolbox zip file, you can unblock the entire zip file before you extract it. if you are like me, you regularly forget to do that, and then Andre’s PowerShell is very helpful.

A third approach is to download the xrm toolbox using Firefox. Files downloaded via Firefox are not blocked by Windows, so you generally do not need to unblock them before running them.


Source: CRM

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