Connect Learn Share Welcome Microsoft Dynamics CRM User

Connect Learn Share Welcome! Microsoft Dynamics CRM User Group (CRMUG®) Regional Chapter Meeting

Agenda § § § 4: 00 – 4: 15 – 4: 30 – 5: 00 – 5: 30 – 6: 15 – Registration/Networking Welcome & Introductions Converting to CRM 2011 ADFS and IFD Project Plan Collaborate Presentation Wrap-Up @CRMU

Getting to know you better Introductions • Name • Company (describe Company/Industry) • Your role in the company • What do you hope to accomplish by attending this and future meetings? @CRMU

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Things to know… § …before you upgrade from Microsoft Dynamics CRM 4. 0 to Microsoft Dynamics CRM 2011… § …to avoid stressing yourself and your users! @CRMU

MSCRM 2011 § The MSCRM 2011 client is heavy… Make sure your hardware is up to the task. § Read the minimum requirements – you will need every bit of those requirements or you will be sorry. § Win 7, 4 gigs @CRMU

Follow-Up Activity is gone § Remember in MSCRM 4. 0 that you could click “Follow Up” to add a follow-up associated with the originating Activity? GONE! @CRMU

Data Mapping: Different § The “Data Mapping” facility was re-built in Dynamics CRM 2011, resulting in challenges in maintaining old “production” data maps. § Need to carefully review the “automapping” that is now done during an import. @CRMU

Re-Import Changed § The “re-import” process was completely redone in Dynamics CRM 2011, causing difficulties in managing the “xml” format for Excel @CRMU

Different Field Values Based on Creation Context § We’ve found that “Account”, “Contact”, and “Campaign” field values can vary in Activities based on how the Activity was created. § We are creating specific fields that will always be “Account”, “Contact”, and “Campaign”, regardless of creation context. @CRMU

Security Roles on Dialogs § Security roles on Dialogs are separate from Workflow security § Must adjust user roles to allow users to update/run dialogs @CRMU

Field-level Security § Field-level Security is new in Dynamics CRM 2011. § Fields can be hidden at the user & team level. § System attributes cannot (currently) be configured for Field Level Security – only Custom attributes (items you added) @CRMU

Activity Due Dates Changed § Activities with a Due Date of NULL used to be displayed at the top of each filtered Activity view, giving them good visibility. § In Dynamics CRM 2011, Activities with a Due Date of NULL display only when the All filter is selected. @CRMU

Managed vs. Unmanaged Solutions § New (and somewhat confusing) in Dynamics CRM 2011 § Managed is tidy-er, though more restrictive in some cases… – Managed solutions can be uninstalled easily & cleanly – Managed solutions cannot be exported (but can be deleted and re-installed) – Managed solutions cannot be directly modified – Managed solutions try to work out solution conflicts if possible (or it displays both customizations if not) @CRMU

Sequence of Solution Upgrades § Unmanaged Solution upgrades must be conscientiously applied. Order is important. § “LAST SOLUTION IN WINS” (takes precedence) @CRMU

Standard vs. Non-Standard § An environment setup with add-on solutions may not work on non-standard installations – Almost all installations are non-standard! @CRMU

Test Environment § Make sure your Test Environment exactly matches your Production Environment. – If it doesn’t, it is fraught with danger. @CRMU

Web Resources § Web resources are reusable virtual files that are stored in the Microsoft Dynamics CRM database and that you can retrieve by using a unique URL address @CRMU

Dynamic Worksheets § There have been changes to Dynamic Worksheets in Dynamics CRM 2011 @CRMU

Internet-facing Deployment § Changed dramatically since MSCRM 4. 0. § Now requires Active Directory Federation Services (ADFS). @CRMU

Questions and/or Comments? ? @CRMU

ADFS AND IFD PROJECT PLAN @CRMU

Tips for Successful IFD & ADFS Rollout in CRM 2011 § Plan, Plan § Test § Plan some more @CRMU

Create DNS Entries DNS to ADFS Server DNS for CRM Server (Internal URL) DNS for CRM Server (External URL) DNS for Dev DNS for CRM Organization Name DNS for Asynchronous Server (if separate from CRM App Server) § Test URL Ping and NSLookup § § § @CRMU

Install SSL Certificate § CRM Server § ADFS Server § Give CRM IIS Application Pool accounts Read access to Certificates @CRMU

Download ADFS from MS § Install ADFS § Setup Federation Name. Space URL and Select Certificate in Configuration § Configure UPN LDAP Attribute § Test ADFS URL @CRMU

Configure CRM Server for Claims-Base Authentication (Internal Access) § Notify CRM Users of No Access to CRM § Configure CRM IIS to use 443 and SSL Certificate @CRMU

Ø Configure CRM Deployment Manager § Change Properties for CRM Server Addresses § Perform IIS Reset Ø Configure CRM Claims Based Authentication (Internal Access) § § Enter ADFS URL Select Certificate Environment Check is all Green Click Finish – Successful configuration screen, open log file to get new URL @CRMU

Ø Configure ADFS for Claims § Open ADFS and Create New Relying Party § User URL Provided by CRM Ø Create Claims Based Rules § § UPN Windows Account Name Primary SID Finish the ADFS Wizard § Perform IIS Reset on CRM Server § Test Internal CRM URL Access @CRMU

Configure CRM Server for IFD (External Access) § § § Open CRM Deployment Manager Select Configure Internet Facing Deployment Configure IFD Web Server Addresses Enter External Domain (Use external DNS entry here) Green Environment Checks Click Finish Ø Configure ADFS Claims Rules (External Access) Ø Configure ADFS for Claims § § Open ADFS and Create New Relying Party Use URL Provided by CRM (use External URL) Ø Create Claims Based Rules § § § UPN Windows Account Name Primary SID Finish the ADFS Wizard Perform IIS Reset on CRM Server Test External CRM URL Access @CRMU

Questions and/or Comments? ? @CRMU

Connect Learn Share CRMUG Collaborate Presentation NEW Private Online Community for CRMUG Members

Thank you for registering for "CRMUG Ohio Collaborate Training". Please send your questions, comments and feedback to: tony@crmug. com How To Join The Webinar Thu, Sep 13, 2012 5: 30 PM - 6: 15 PM EDT Add to Calendar 1. Click the link to join the webinar at the specified time and date: https: //global. gotowebinar. com/join/8000945249545160448/199944254 Note: This link should not be shared with others; it is unique to you. 2. Choose one of the following audio options: TO USE YOUR COMPUTER'S AUDIO: When the webinar begins, you will be connected to audio using your computer's microphone and speakers (Vo. IP). A headset is recommended. --OR-TO USE YOUR TELEPHONE: If you prefer to use your phone, you must select "Use Telephone" after joining the webinar and call in using the numbers below. United States Toll: +1 (646) 307 -1716 Access Code: 124 -067 -584 Audio PIN: Shown after joining the webinar Webinar ID: 116 -329 -651 NEW CRMUG COLLABORATION TOOL @CRMU