Dynamics 365: features, tips and tricks

  1. Editable Grids in Dynamics CRM

  2. Enhanced Business Rules in Dynamics 365 (Dynamics CRM)

  3.  LIst of Microsoft Dynamics CRM websites
  4.   Useful Dynamics 365 Resources
  5.  Ever wish for a way to embed tailored help content specific to your organisation directly into Dynamics 365? Now you can! It’s called Learning Path
  6.   TOP 20 new features of D365
  7. Hidden power of Dynamics 365 Portals

  8. Concurrent business process flows in Dynamics 365
  9.  watch Microsoft’s new Dynamics 365 video modules on Partner Next.
    https://www.365talentportal.com/blog/dynamics-365-video-modules-partner-next/
  10. CRM and SharePoint – http://www.dynamicsobjects.com/
  11. Microsoft Dynamics 365 Documentation
  12.  Top 10 Dyn 365 Favorite tools
  13.  Using Microsoft Flow, users can easily create and automate workflows across multiple applications, in this case, Gmail & Dynamics 365. Once a flow is configured, it can be managed on desktop or mobile device and gives users an unprecedented ability to automate.
  14. Make the Business Process Flow fields to be required conditionally
  15.  Achieve Microsoft Dynamics readiness in 5 steps

 

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Profile Synchronization Feature in SharePoint 2010

How to Sync User Profile Information using the Profile Synchronization Feature in User Profile Sync for SharePoint 2010

With User Profile Synchronization Service in SharePoint 2010, you have the ability to import user profiles from a separate data source such as the Active Directory into SharePoint.  Unlike in previous editions of SharePoint, for 2010, profile synchronization uses the Forefront Identity Management services.  In our new two-part series, we’ll show you how to use this feature to import and update user profiles in SharePoint 2010.

You may have recently created and entered in profile information for a new user account in the Active Directory (AD) and noticed that the user and their information isn’t appearing on the User Information List page for a SharePoint group. In this article, we’ll show you how to resolve this issue by configuring the Profile Synchronization feature in User Profile Sync so that you can sync user profiles from Active Directory into SharePoint 2010.

Step 1: Before you begin, you will need to verify that the Service account is a Farm Account in SharePoint and that the Service account on the server is a Local Administrator.

In the event that this is not the case, you will need to do the following:

  • Make sure that User Profile Service and User Profile Synchronization Service have been started successfully. To do this, go to Central Administration and select Application Management > Manage Services on Server

Step 2: Next, you will need to make sure that the Forefront Identity Manager Service and Forefront Identity Manager Synchronization Service have been started successfully on the server.

In order to verify that Forefront Identity Manager Service and Forefront Identity Manager Synchronization Service have been started successfully, go to Start and select Administrative Tools > Services.

Step 3: Once you have verified the above, you will need to make sure that the Service account has Full Control permissions on Administrators and Permissions for the User Profile Service Application.

In the event that that your user does NOT have Full Control permissions on Administrators and Permissions for User Profile Service Application, you will need to do the following:

  • Go to Central Administration and select Application Management > Manage Service Applications > User Profile Service Application
  • From the Administrators for User Profile Service Application menu, check the appropriate Permissions for user checkboxes.
  • Click OK.

Step 4: Once all of the above steps have been completed and verified, you will be able to set up a synchronization connection.

To begin, go to Central Administration and select Application Management > Manage Services Applications.

From there, select User Profile Service Application > Configure Synchronization Connections and select Create New Connection.

 Next, on the Add new synchronization menu, you will need to enter in the following information:

  • Connection Name: Enter the name of the directory you will be connecting to
  • Type: Select Active Directory
  • Connection Settings: Enter the applicable Forest name and user account information

Under Containers, click the Populate Containers button.  Select the container which you want to be synchronized.

Click OK.


The Synchronization Connection will now be successfully activated.

Step 5: Next, you will need to add a user profile:

  • Go to Central Administration and select Application Management > Manage Service Applications > User Profile Service Application
  • From there, select Manage User Profiles > New Profile
  • Enter the applicable information for the new user(s)
  • Once finished, click Save and Close

In this example, we’ve added 11 user profiles that will be synced from Active Directory to the User Information List.

Step 6: Next, you will need to configure a Synchronization Timer Job:

  • Go to Central Administration and select Application Management > Manage Service Applications > User Profile Service Application
  • From there, select Configure Synchronization Timer Job

Step 7: Next, you will need to Start Profile Synchronization:

  • Go to Central Administration and select Application Management > Manage Service Applications > User Profile Service Application
  • Under Synchronization, select Start Profile Synchronization

  • Since it is your first time running a synchronization , you will need to select the Start Full Synchronization radio button.
  • Click OK.

After you click OK, you will see that the Number of User Profiles is listed as 0 and the Profile Synchronization Status is listed as Synchronizing Stop.

After the synchronization has been started successfully, all of the user profiles will be imported.

Once the synchronization has been completed, you will see that the Number of User Profiles is listed as 11 and that the Profile Synchronization Status is now listed as Idle.

To verify that all of the necessary Active Directory attributes were successfully imported, go to Manage User Profiles and search for users.  Click on Edit My Profile to view a user’s profile information and make edits (if needed).

Once the Running Timer Job has been successfully completed, a user’s information will be updated on the User Information List page.

Want more on User Profile Synchronization Services?  If so, we invite you to check out part one of our series:

How to Start the User Profile Synchronization Service in SharePoint 2010

User Profile Synchronization Service in SharePoint 2010

How to Start the User Profile Synchronization Service in SharePoint 2010

With User Profile Synchronization Service in SharePoint 2010, you have the ability to import user profiles from a separate data source such as the Active Directory into SharePoint.  Unlike in previous editions of SharePoint, for 2010, profile synchronization uses the Forefront Identity Management services.  In our new two-part series, we’ll show you how to use this feature to import and update user profiles in SharePoint 2010.

Before you configure the User Profile Synchronization Service in SharePoint 2010, however, you will need to start the service. When you go to Central Administration > Services on Server, you may notice the status is shown as either Starting or Stopped. In this article, we’ll show you how to resolve this issue and update the status so that the User Profile Synchronization Service is started.

Before you begin, you will need to verify a couple of things in your SharePoint environment. To do this, go to Central Administration > Security > Configure service accounts:

  • Make sure that the Service account is a Farm account.
  • The Service account on the server should be the Local Administrator.
  • The Service account should have log on locally user rights on the server.

In the event that that your user does NOT have log on locally rights, you will need to follow these steps:

  • Go to the Start menu and select > Run > secpol.msc

  • From the Local Security Policy window, select Security Settings > Local Policies > User Rights Assignment > Allow log on locally.
  • Right-click Allow log on locally and select Properties to add a user.

  • Next, go to the Start menu and select > Run > gpupdate

  • Refresh the policy change.

Once you are logged on locally, you will need to make sure that the Service account has Full Control permissions on Administrators and Permissions for User Profile Service Application.

In the event that that your user does NOT have Full Control permissions on Administrators and Permissions for User Profile Service Application, you will need to do the following:

  • Go to Central Administration and select Application Management > Manage Service Applications > User Profile Service Application
  • From the Administrators for User Profile Service Application menu, check the appropriate Permissions for user checkboxes.
  • Click OK.
  • From the Connections Permissions for User Profile Service Application menu, check the appropriate Permissions for user checkboxes.
  • Click OK.

Once all of the above has been completed and verified, you will be able to start the User Profile Synchronization Service.

To begin, go to Central Administration and select Application Management > Manage Services on Server > User Profile Synchronization Service.

Click Start.

Fill in the appropriate credentials.

The User Profile Synchronization Service will now be successfully started.

Want more on User Profile Synchronization Services?  If so, we invite you to check out part two of our series:

How to Sync User Profile Information using the Profile Synchronization Feature in User Profile Sync for SharePoint 2010

Sharepoint 2013

1.Professional SharePoint 2013 Development Ch.3 Developer Tools for SharePoint 2013  (registration needed)

2. Sharepoint in Europe:  Four Top Tips for SharePoint Success

Error 5553 in SharePoint 2010

1)

2) Add rights for the user – owner og Timer service (I was able to add only db_owner into Schemas – via SQL Management Studio)

3) Policy for Web application – set Full Control.

( Go to  Central admin > Application Management > Policy for web application

– Give the Timer service account “Full control” on the webapplication. )

Access Denied On IISReset

Problem:

“Access denied, you must be an administrator of the remote computer to use this command. Either have your account added to the administrator local group of the remote computer or to the domain administrator group”

I’m Administrator on the remote server…

Solution – PowerShell elevated  as administrator

more Sharepoint…..

Requirements for SP developer:

Duties

• Creating, Configuring, and Implementing SharePoint solutions using SharePoint Server 2010 and MOSS 2007.
• Developing Custom Workflows using SharePoint Designer 2010, Visual Studio 2010 & 2008.
• Building and deploying Custom Web Parts, Application Pages, Timer Jobs, Fields, Content Types etc.
• Experience in SharePoint 2010 Administration activities like Planning, Maintenance, and Configuration.
• Expertise in using SharePoint Central Administration for different activities like Configuration of External Content Types, User Profile Service Application, Search Service Application, Business Data Catalog (BDC), Business Connectivity Services (BCS) and Security.
• Developing Web and Windows applications using Visual Studio 2010 & 2008, C#.Net, ASP.Net, JQuery, JavaScript, Silverlight, XML, XSLT etc.
• Developing Microsoft SQL Server databases.

1) Using JavaScript to connect CRM and SharePoint

2) Productivity Hub 2010 SP1
by Marcello Tonarelli

The Productivity Hub is a Microsoft SharePoint Server 2010 SP1 site collection that offers training materials for end-users.
Overview

3) SharePoint Document Converter 

4) Add PDF to the list of supported file types within SharePoint
In the web browser, open SharePoint Central Administration
Under Application Management, click on Manage service applications
Scroll down the list of service apps and click on Search Service Application
Within the Search Administration dashboard, in the sidebar on the left, click File Types
Click ‘New File Type’ and enter PDF in the File extension box. Click OK
Scroll down the list of file types and check that PDF is now listed and displaying the pdf icon.
Close the web browser
Stop and restart Internet Information Server (IIS)*2 Note: this will temporarily take SharePoint offline. Open a command line (Start – Run – enter ‘cmd’) and type ‘iisreset’

4) Just in 5 min Integrating SharePoint 2010 Online and CRM 2011 Online. 

5) Microsoft Public Sector Demo Network (the following solutions are included:

All-Up Sharepoint 2010-10 Demo
Citizen Services Platform 2.0 Demo
Education Solutions for Sharepoint 2010

http://mspublicsectordemos.com/ – link is not working)

6) SharePoint & CRM Online Document Management

7) How to increase SharePoint Upload Size Limit 

8 ) CRM – SharePoint Implementation Advice

9) How to Hide a Menu Item in the ECB from SharePoint List Items 

10) Difference between Attachment and Document library in MS CRM 2011 (table)

11) Good books: SharePoint 2010 branding in practice: a guide for web developers и (или) Professional SharePoint 2010 Branding and User Interface Design (Wrox Programmer to Programmer)

12)SharePoint URL Quick List

13) SharePoint: Change SharePoint Fonts and Sizes

14) Authentication via OfficeCRM 365 http://blogs.mydbsync.com/authentication-via-officecrm-365/    SharePoint Online uses Claims based Authentication and to authenticate via Java application is not documented enough. Initially Wictor Wilén’s tutorial is a nice help in implementing it in .Net framework.

15) White Paper: SharePoint Document Lifecycle Management  pnmsoft.com

Need to manage document approval cycles, versions and publishing, but lack the tools in your current SharePoint implementation to do so? This White Paper demonstrates how to manage and control documents

16) To InfoPath or Not to InfoPath… That’s the Question These Days

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