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2013

Firewall settings on CRM Server

This document https://msdn.microsoft.com/library/dn683916(v=crm.6).aspx describes the connectivity requirements for CRM in various configurations.

Three ports which must be enabled on the CRM server are:

  • 80 for incoming web access using http
  • 443 for incoming web access using https
  • 808 for the CRM SDK Listener

A symptom of no access on port 808 is that FetchXML based reports do not work.

Performance Center

Here is something that I hadn't seen before, the Performance Center. Courtesy of a post by PowerObjects, type CTRL+SHIFT+q to reveal the Performance Center. The first time you do this, click Enable to start tracking performance and then Close.

Then after you open a record call up the Performance Center again (CTRL+SHIFT+q) tosee how long each part of the form load took.

Click Disable in the Performance Center to turn off performance tracking.

Goal Metric - Rollup Field form

The rollup field form a goal metric uses the label Source Record Type State and Source Record Type Status.

Source Record Type fields for Rollup Field

These should, I believe show Source Record Type Status and Source Record Type Status Reason to match the display names used elsewhere in the web application.

ADFS Metadata Exchange (MEX) Endpoint Issues

This article describes an issue with ADFS where the ADFS MEX endpoint and the CRM Sandbox are both configured to use port 808. The article describes how to change the port.

http://blogs.technet.com/b/bshastri/archive/2014/03/20/dynamics-crm-ifd-on-windows-server-2012-r2-adfs-crm-addin-for-outlook.aspx

Qualifying Leads in CRM 2013

Leon Tribe, a fellow MVP, has a great article on qualifying leads in CRM 2013 and how the behaviour has changed from CRM 2011.

Microsoft Dynamics Learning and Training resources

Microsoft provides a variety of resources for learning about Microsoft Dynamics products. These are summarised in the table below.

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