Christmas Opening Hours for Metaphorix Support

The Metaphorix Support Desk will be operating over the festive period at the following times:

  • Friday 23rd December: 9am to 1pm
  • Saturday 24th December to Tuesday 27th December: Closed
  • Wednesday 28th December to Thursday 29th December: 9am to 4pm
  • Friday 30th December: 9am to 1pm
  • Saturday 31st December to Monday 2nd January: Closed
  • Tuesday 3rd January back to normal hours

Merry Christmas to all our customers and I hope everyone has a fantastic 2012

if you find yourself working over the Xmas period and have a spare couple of minutes, try typing the search below into google

Let it snow

Support for Microsoft Dynamics NAV 5.0 Ends April 2012

Microsoft has quite a strict policy of not supporting older products so I thought I would remind users that the support for Microsoft Dynamics NAV 5 ends on April 2012.

I read it on the Microsoft Dynamics NAV Team Blog and if you want all the details you can read that blog post by clicking here

Actually there isn’t much detail on the blog post so I have pasted it below

Mainstream support for Microsoft Dynamics NAV 5.0, including 5.0 SP1, ends April 2012 per the Microsoft Support Lifecycle Policy. Customers who are current on a service plan can continue to access the following benefits through CustomerSource:

  • Previously released Upgrades, Updates, Service Packs, Fixes and Regulatory/Tax Updates
  • Self-Help Support through Knowledge Base articles and online content
  • Unlimited Online Training
  • CustomerSource Community and Tools

For more information related to Microsoft Support Lifecycle policies and product dates for all Microsoft Dynamics NAV products, see the Support Lifecycle Page. For support lifecycle information for Microsoft Dynamics NAV in particular, seeMicrosoft Dynamics NAV Support Lifecycle Information.

 

CRM 2011 – Free getting started guides for CRM 2011

I saw a good blog post from Business with CRM which is a getting started for Microsoft Dynamics CRM online Administrators. He has brought together some of the links from the CRM resource wiki.  This is a great web page to give to users who will be the Administrators of their CRM system.

The areas the blog covers are

Define business units and security roles

Add users 

Assign users to security roles

Import your data

Install Microsoft Dynamics CRM 2011 for Microsoft Office Outlook

Go here to visit the page and read the details

 

When looking at the page I remembered the other guides I have blogged about and thought I would list them here

There is also a printable CRM 2011 Administrator’s Guide which has been released.  This is quite a detailed document at 149 pages but the downside is it doesn’t contain any screen shots so can sometimes tricky to follow

Business Users getting started guide

You have this good page on the CRM resources site

Getting Started with CRM 2011 for Business users

user guide for CRM 2011

You can download the CRM 2011 user guide here , it’s quite detailed at over 600 pages long

 customer go live checklist

I think this document was created by Microsoft, it’s quite good and goes through lots of potential things which might go wrong and setting up internet explorer and other things

DynamicsCRMOnline_CustomerGoLiveCheckList.pdf

 

 

The bit is all the information above is free.

Visual Ribbon Editor Tool for CRM 2011 makes editing the Ribbon

For all those people who have wrestled with changing the Ribbon in CRM 2011 help is at hand.

There is a gui editor a Visual Ribbon editor to be more precise.

go and get it from codeplex

http://crmvisualribbonedit.codeplex.com

if you aren’t exited yet have a look at the screen shots below and I believe you will be sold on the tool.

Editing a Button

Use the Action tab to define what happens when the user clicks the custom button:

Use the EnableRules and DisplayRules tabs to define when the button is enabled or visible.

Microsoft Dynamics CRM 2011 Entity Relationship Diagrams

When you start off developing with CRM 2011 it can take you quite a while to understand how all the entities are related to each other.

So something which would have helped me is an Entity Relationship diagram and then now that I have a pretty good idea how it is all linked together I finally find one.

The good chaps at Microsoft have created one and you can download it here

here is an example of one of the visio files

The download contains a visio file for all the major areas in CRM.  Actually looking at the list it seems a bit confusing

Activities

Case Contract

Cola

Connections

Customer Server

Goal

Knowledge Base

Marketing

Product Catalog

Queue

Reports

Sales

Scheduling

Security

SharePoint

Solutions

Visualizations

Office 365 – How to disable password policy settings in BPOS and Office 365 with PowerShell

The Metaphorix office has fully embraced the move to the cloud and has Office 365 and Sharepoint Online.

As with all new releases of Microsoft products there is always an adjustment period where you are learning to customize options to suit individuals and company working practises.

One thing which you might want to change is the password policy settings in Office 365, I think by default it prompts you to change password every month.

if you want to change this or to stop it then this excellent article goes through how to do it step by step.

One word of warning it does use powershell so you will need a bit of scripting knowledge and the correct privileges.

This is the code which you will need to run

 

Password Policy change to never expire in Office 365

In office 365 you need only two lines to disable the password policy. First open the Microsoft Online Services Modul for Windows Powershell. (Download: 32bit or 64bit).

Connect to Office 365

Connect-MsolService

In the dialog enter the credentials of an administrator:

image

To change a single user:

Set-MsolUser -UserPrincipalName <username> -PasswordNeverExpires $True

To change all users at once:

Get-MsolUser | Set-MsolUser -PasswordNeverExpires $True

image

That’s it. You can control the result with the following command:

Get-MsolUser | fl

Password Policy change to never expire in BPOS

You can also change the password policy for former BPOS accounts. Here we use a csv-File, which contains all enabled users: First of all you need PowerShell for Migration (Download 32bit and 64bit).

Our first step is to export all users to a csv-File.

$Cred = Get-Credential
Get-MSOnlineUser -Credential $Cred -Enabled | select-object -property Identity | export-csv C:\data\user.csv

Now you find a csv-File with your enabled BPOS Users.

Our Script looks like that:

$Cred = Get-Credential
$Users = Import-Csv -Path "C:\data\user.csv"
ForEach($User in $Users)
{
$User.Identity
Set-MSOnlineUserPasswordNeverExpire –Identity $User.Identity –PasswordNeverExpire $true –Credential $Cred
}

Save the script as disableexpire.ps1 in the same directory as your user.csv file.

In PowerShell start the script with this command:

&"C:\Data\disableexpire.ps1"

This is the result:

image

All user account expiration settings have been changed.

 

A List of Excellent CRM blogs

The first blog on the list would have to be Metaphorix CRM experts very own blog

Hosks Dynamic CRM 2011 blog

I might have to change the name either in 2012 or when Microsoft release the new version of CRM.

Microsoft Dynamics Team Blog

Customer Effective Blog

A CRM Riff

PowerObjects Blog

Microsoft Dynamics Team Blog

Customer Effective Blog

A CRM Riff

I would also add a few more blogs to that list

http://inogic.blogspot.com/

http://nishantrana.wordpress.com/

http://weblogs.asp.net/gayanperera/default.aspx

http://crm.davidyack.com/

Why you shouldn’t use a date field as a primary key

There was a debate between the developers today talking about why you should use waits in your code.

A wait is where you get the code to wait for a period of time before the code continues.

The reason you might do this is if you created a primary key using a date field.  When you try to insert a lot of rows into the database the primary key will be the same because a computer can insert more than one record per millisecond.

So sometimes seeing a wait in the code could be a sign of problems ahead and you could find the primary key is a date.

To avoid potential problems with primary keys it’s better to use an Int or some kind of simple sequential counter.

Metaphorically Speaking – Edition 53 – miraclePay Year-end Process Training Courses

This year, the providers of the Dynamics NAV Payroll solution miraclePAY, will be running training courses to cover year-end procedures, new features and functionality.

If you are a user of miraclePAY or miraclePAY LITE we would like to recommend that you attend one of these courses to ensure your year-end process runs as smoothly as possible.

Please click on the link below to find out more about the courses and how to register.

Miracle Year End Courses

If you have any particular queries you would like to discuss, please contact Liz van Heerden  or your account manager at Metaphorix
Click here to visit the Metaphorix homepage to see how Metaphorix uses Microsoft Dynamics CRM and NAV and other products and services.