CRM 2011: Getting Dynamics CRM for Outlook working on Win8 RC x64

I thought I’d give it a go and see how far this would take me. (One of the Win8 x64
beta installs caused alot of grief)

So my environment:

  • Recent Win8 RC x64
  • Office 2010 x64
  • Outlook 2010 x64

Installed the CRM 2011 Client by going to the web address of our crm site e.g. https://crm.acme.com

There’s a button on page that says ’download Dynamics CRM for Outlook’ – after a short
download and install all went well

I grabbed CRM2011 CU8 – http://www.microsoft.com/en-us/download/details.aspx?id=29692 and
updated accordingly.

Note at this point CRM plugin had not been configured.

CRM Client Log files prove very helpful here:

When I fired up Outlook and went to configure the CRM Plugin, Testing connection I
would get back

“we can’t authenticate your credentials

Digging into the log files..

C:\Users\mickb\AppData\Local\Microsoft\MSCRM\Logs\Crm50ClientConfig.log

22:05:18|  Error| Error connecting to URL: https://crm.acme.com/XRMServices/2011/Discovery.svc Exception:
System.IO.FileNotFoundException: Could not load file or assembly ‘Microsoft.IdentityModel,
Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35’ or one of its dependencies.
The system cannot find the file specified.
File name: ‘Microsoft.IdentityModel, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35’
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.CreateLocalChannelFactory()
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.CreateChannelFactory(ClientCredentials
clientCredentials)
   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceConfiguration.CreateChannelFactory(ClientCredentials
clientCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceProxy`1.get_ChannelFactory()
   at Microsoft.Xrm.Sdk.Client.ServiceProxy`1.CreateNewServiceChannel()
   at Microsoft.Xrm.Sdk.Client.ServiceContextInitializer`1.Initialize(ServiceProxy`1
proxy)
   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceProxy.Execute(DiscoveryRequest
request)
   at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.DeploymentInfo.LoadOrganizations(AuthUIMode
uiMode, Form parentWindow, Credential credentials)
   at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.InternalLoadOrganizations(OrganizationDetailCollection
orgs, AuthUIMode uiMode, Form parentWindow)

Solution: Install the Windows Identity Framework 3.5 that comes with Win8
RC.


And in my case, you’re done.

Happy CRM-ing.

Now to fill in my timesheets

Mick.

Blog Post by: Mick Badran

Summary of my contributions on TechNet Wiki in the first half of 2012

Summary of my contributions on TechNet Wiki in the first half of 2012

Last couple of months I written a number of wiki articles for Microsoft TechNet Wiki. Initially and along with Ruth Resende I decided to fill a gap in TechNet Wiki: the lack of BizTalk articles or documentation in Portuguese but I ended up joining the BizTalk Wiki Ninjas (Steef-Jan Wiggers, Tord Gard Nordahl, Dan Rosanova […]
Blog Post by: Sandro Pereira

The Contest winner

Good morning world! Its time to hand out the signed copy of the BizTalk Server 2010 Cookbook authored by Steef-Jan Wiggers (read my review here). So the competition have been running for a while and it sure was time to reveal the winner! A lot of people had full score and here is the answers
Blog Post by: Tord Glad Nordahl

5th Meeting of NetPonto Community in Coimbra | June 09, 2012 – Coimbra, Portugal

5th Meeting of NetPonto Community in Coimbra | June 09, 2012 – Coimbra, Portugal

For the BizTalk and Azure Portuguese Community, after Oporto (Windows Azure One Day Lab on May 14) and Milan (Overnet BizTalk Innovation Event on May 23) is now time for Coimbra receive my session about Introduction to the Azure Service Bus EAI/EDI features. On June 09, 2012 will be held the 5th Meeting of NetPonto […]
Blog Post by: Sandro Pereira

TFS2012- Thailand Disk shortage causes RAM Demand

So we’ve gotten through the final part of our TFS upgrade and as with all new products
there’s a sense of anticipation in discovering the new, the brilliant and the clever
that’s been baked into these products.

So I’ve offloaded as much as possible such as the DBs, SSRS and Analysis on our SQL2012
cluster, leaving the function of TFS and SharePoint 2010 on the one box.

Here’s my list:

  • TFS source control – tick
  • TFS reporting through SSRS – tick
  • TFS Analytics – tick
  • SharePoint 2010 – tick
  • TFS 2012 – tick
  • Razor? JQuery access? REST API(I’m guessing YES)

Before I embark down the track like the Leyland Brothers I go hit with a very informative
message – BOOM

“TF400080: Your system does not have the recommended amount of system memory
available: 10 GB. While SharePoint 2010 with Team Foundation Server can operate with
less than this amount of memory, the performance will be degraded. Upgrade your system
memory to at least the recommended minimum for optimal performance”

Soooothe old 10GB means it will run ’better’. I reckon anything in 10GB will run
great! SQL supporting 4000 concurrent transactions, etc.

10GB! Run TFS + SP2010 = 10GB (optimal).

I guess for years the ’recommended guides’ have undersold themselves. This time round,
they’re not guilty of that.

Looks to be a great upgrade though.

Cracking on.

Mick.

Blog Post by: Mick Badran

TFS 2012: Upgrading from 2010

I think at the moment, the short answer is no! Off to check the documentation

”To continue with this installation or upgradeplease remove!”

.

From the documentation – we uninstall TFS 2010 bits, but not
the DB obviously and you do.

Use
Control Panel to completely uninstall the previous version of Team Foundation Server.
If SharePoint Products is running on a computer other than Team Foundation Server,
you have to uninstall the TFS Extensions for SharePoint from the SharePoint server,
too. If SharePoint Products is on the TFS application tier, don’t worry: We’ll automatically
uninstall the TFS Extensions for SharePoint while we remove the old version of TFS.

Run
the Team Foundation Server install from the product DVD and then use the Upgrade Configuration
wizard to upgrade your installation. But wait-if SharePoint Products is running on
a computer other than the computer running Team Foundation Server, you’ll first want
to install the new TFS Extensions for SharePoint on the SharePoint server. Similar
to the previous step, if SharePoint Products is on the TFS application tier, we’ll
automatically install the Extensions for SharePoint while we set up the new version
of TFS.


Blog Post by: Mick Badran

You do not (always) need a correlation set to promote properties in a message sent from an orchestration

It is common knowledge that you use a Correlation Set to correlate message by creating an instance subscription that subscribes to hopefully unique properties. The subscription is created by pointing out a number of properties that you want to use for the correlation. Then when a message is published to the MessageBox that matches that subscription it is delivered to the orchestration. What most experienced developers knows is that Correlation Sets also promote properties as they are initialized; as the first message is sent by the orchestration. There is no other way to manually select properties to be promoted in a message sent from an orchestration. However, do not think that manual promotion through the use of Correlation Sets is the only way that properties will get promoted when published by an orchestration. It is not.

If the property has a Property Schema Base of MessageDataPropertyBase as below, then you do not need a correlation set. You only need to send the message and promotion will be taken care of automatically.

Only if you want to promote a property that has a Property Schema base of context type (MessageContextPropertyBase or PartContextPropertyBase) do you need to manually provide a Correlation Set to make sure promotion happens.

By *ContextPropertyBase we mean that its origin cannot be found within the data of the message, but is expected to be promoted to the context by another component, such as the adapter, a pipeline component or something else – in this case an orchestration, do you need to manually take action to make sure it is promoted as you publish a message to the MessageBox from an orchestration. And in this case you need a Correlation Set.

Of course if you were to be actually doing correlation with the Correlation Set and not only using it to promote a property then you would still want to Initialize a Correlation Set containing all properties you want to use regardless if these have their origin in the message data or not.

Blog Post by: Johan Hedberg