Too many active business process flows

Have you seen that message before on your Microsoft Dynamics CRM organisation?

Too Many Active Business Process Flows Error

You may have if you have tried to activate more than 10 business processes at the same time for the same entity.

List Of BPF On The Case Entity

This is a limitation by design which is well-known and described on the Microsoft technical documentation, have a look at the following article.

This limitation can be changed using the organisation property Organization.MaximumActiveBusinessProcessFlowsAllowedPerEntity. The easiest way to to change this attribute is using the following tool: Dynamics CRM Organization Settings Editor (OrgDBOrgSettings)

CRM Org Settings Editor

And now, you may be thinking: “why on earth would you do that??”

If your CRM deployment is heavily used, some core entities (e.g. Case, Opportunity) may be used intensively on different processes across an organisation.

Note: the current CRM version I’m using is: (8.1.0.369) (DB 8.1.0.369)

New Dynamics CRM Email Signatures

Microsoft Dynamics CRM 2016 Update 1 brings Email Signatures as an out of the box functionality. They can be used on Users or Queues (based on Teams).

Create a new email and you will see a new icon on the email designer to insert signatures:

@ramontebar - CRM Email Signatures - New Email Signature button

To create more signatures, go to Personal Settings or, as an admin, Administration => Templates section.

Personal Settings:

@ramontebar - CRM Email Signatures - Personal Options

Administration => Templates:

@ramontebar - CRM Email Signatures - Email Signatures administration

Notice Email Signatures is a new entity and it is part of the security roles. So, for instance, if the Customer Service Team requires to use Email Signatures, they should have access to the Email Signature Entity. See below an example security role:

@ramontebar - CRM Email Signatures - Security Role

Note: My current on-line build version is : 8.1.0.362 – DB 8.1.0.359

You can find more information in the following Microsoft CRM article:

https://www.microsoft.com/en-us/Dynamics/crm-customer-center/create-a-signature-for-your-crm-email-or-for-a-queue.aspx

 

Where is my data? Microsoft Datacenters

Probably many customers and partners have already asked you this question: where is our data? You can give them more details and a quick picture using the next Microsoft site:

http://o365datacentermap.azurewebsites.net/

Microsoft Datacenters 20160227

 

[CRM] Voice of the Customer available in EMEA

You can already try the new Voice of the Customer (VoC) functionality in Dynamics CRM Online (only Online for now). Initially it was only available in US deployments (https://orgname.crm.dynamics.com) but this week has been released in EMEA datacenters as well (https://orgname.crm4.dynamics.com).

Voice of the customer Office365 crm4

VoC allows you to design and publish surveys using Dynamics CRM. You can then share these surveys with your customers and gather their feedback efficiently within CRM.

Voice of the customer CRM Main Menu

The current CRM version I’m looking at is 8.0.1.79:

8.0.1.79

And the solution package is 8.1.344.1:

Voice of the customer CRM Solution 8.1.344.1

You can find more documentation in the next link:

https://www.microsoft.com/en-us/dynamics/crm-customer-center/get-feedback-with-voice-of-the-customer-surveys.aspx

 

How to get the most out of Convergence in Barcelona

The xRMVirtual session on Tuesday September 1 had to be cancelled last minute because of technical and audio difficulties and we couldn’t share our experience on previous events such as Convergence, CRMUG and eXtreme CRM.

However, you can still find some of the tricks I was about to share in the next link How to get the most out of Convergence in Barcelona and you can find the deck here:

Slides ‘How to get the most out of Convergence in Barcelona’

Role to JUST Import Data into Dynamics CRM

If you need to give the ability for a Dynamics CRM user to Import Data, you can just create a security role with access to the next entities:

  • Data Import
  • Data Map
  • Import Source File

Note: I have notice you will need, at least, Delete right – user level on the Data Import entity (it doesn’t make sense if you just want to allow the import, but this is what I found; it could be a bug). Otherwise the IMPORT DATA button won’t appear. See the same in the next screenshot:

RTB_BLOG_CRM IMPORT BUTTON

See below an screenshot with the configuration described above.

RTB_BLOG_CRM IMPORTA DATA ROLE CONFIGURATION

CrmDeveloperCenter.com

Have you seen the latest CRM Developer Center? It is a great place for developers getting started with Dynamics CRM. The search has been customised and improved to find content only related to CRM, see below an example.

In the same site, have a look at the Documentation section, which contains useful things like the new Preview WEP API coming soonDynamics Marketing and Unified Service Desk.

Also there are many resources for those interested on Mobile development, have a look at Mobile SDK.

RTB_BLOG_SearchAtCRMDeveloperCentre

 

Notice how “entity” brings results only relevant about Dynamics CRM (e.g. rather than Entity Framework)

RTB_BLOG_SearchAtCRMDeveloperCentre2

 

 

Dynamics CRM + Microsoft Edge

I’m enjoying the new Windows 10. One of its new features is Microsoft Edge, the replacement for Internet Explorer. It is definitely quicker and cleaner.

My Edge favourite feature so far is “Make a Web Note“. It allows you to write notes on the current page you are browsing, highlight things and add typed notes to describe steps.

I find this browser utility very useful for Dynamics CRM users who needs to share tricks or help other colleagues. See below an example.

A colleague doesn’t know how to find Leads, so we are going to get him an screenshot highlighting where to go within Dynamics CRM:

RTB_BLOG_Edge_Find_Leads

 

On the right top corner, select “Make a Web Note” icon:

 

 

RTB_BLOG_Edge_Make a note

 

A new noting bar will open with the utilities at the left corner. See how the Lead tile has been highlighted:

RTB_BLOG_Edge_Take_Screenshot

 

Then you can Share the same using different options, either taking an screenshot or sending it to other apps, like OneNote:

RTB_BLOG_Edge_Share or Save

 

 

Dynamics CRM 2015 SDK and Developer Toolkit

The new CRM SDK  2015 doesn’t give support yet for our known CRM Developer Toolkit,  which has been part of the CRM SDK until CRM 2013. Basically, the CRM SDK 2015 assemblies have been compiled with .NET Framework 4.5.2, but CRM Developer Toolkit was compiled using NET Framework 4.5. See the next Microsoft article for more details.

For instance, let’s check the new assembly Microsoft.xrm.sdk.dll part of the CRM SDK 2015: 

SDK2015_Microsoft.Xrm.Sdk_ILSpy

 

The good news are… we still can make compatible the Developer Toolkit with the latest CRM SDK 2015 editing the .NET Framework in the corresponding projects of our Visual Studio solution. Let’s say we have the next CRM solution:

CRM_DeveloperToolkit_SampleSolution

 

For plugins and workflows, we should update the references to the new assemblies and also the .NET Framework in the project properties:

CRM_DeveloperToolkit_UpdateAssemblyReferences

After updating those references, we could still find the following error:

“The type or namespace name ‘Xrm’ does not exist in the namespace ‘Microsoft’ (are you missing an assembly reference?)”

This error is indicating you haven’t got installed the expected .NET Framework 4.5.2. Do right click on the same project and select Properties to check the version actually used:

CRM_DeveloperToolkit_TargetFramework_4.5.1

If you are only getting old versions of the Target Framework, select “Install other frameworks…” that will take you to the next site:

http://blogs.msdn.com/b/dotnet/p/dotnet_sdks.aspx

There you must download .NET Framework 4.5.2 Developer Pack.

After it has been installed, you get a new option in that previous list:

CRM_DeveloperToolkit_TargetFramework_4.5.2

Finally, we need to do something similar with the CRM Package Project. But in this case, we will have to edit the project file and update the entry “TargetFrameworkVersion” to “4.5.2”. Start unloading the project:

UnloadCRMPackageProject

Update the mentioned entry “TargetFrameworkVersion“:

EditCRMPackageProject

Finally, reload the project again and everything should work now!

ReloadCRMPackageProject

About this last part, I would like to say thanks to my CRM MVP colleague Scott Durow (@ScottDurow), who helped me to find that entry.

If you don’t update the package project, it may still compiled, but the actual deployment will fail and you should see the next warning in the Visual Studio output:

warning MSB3274: The primary reference “[Your Assembly Name].dll” could not be resolved because it was built against the “.NETFramework,Version=v4.5.2” framework. This is a higher version than the currently targeted framework “.NETFramework,Version=v4.5”

warning MSB3275: The primary reference “[Your Assembly Name].dll” could not be resolved because it has an indirect dependency on the assembly “Microsoft.Xrm.Sdk, Version=7.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35” which was built against the “.NETFramework,Version=v4.5.2” framework. This is a higher version than the currently targeted framework “.NETFramework,Version=v4.5”