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Software requirements for Microsoft Dynamics CRM Server 2015

In this article you can find which applications and operating systems are supported and not supported.

Microsoft has confirmed the following software is not supported with Microsoft Dynamics CRM 2015:
  • Windows Server 2008 & 2008 R2
  • SQL server 2008 & 2008 R2
  • Windows Small Business Server (all versions)
  • 2008 Series Terminal Servers
  • Windows Vista
  • SharePoint 2007
  • Exchange 2007
  • Internet Explorer 8 & 9
  • Microsoft Office 2007

so what you need to install Dynamics CRM 2015:

Windows Server:
The following editions of the Windows Server 2012 operating system are supported for installing and running Microsoft Dynamics CRM Server 2015:
  • Windows Server 2012 R2 Datacenter
  • Windows Server 2012 R2 Standard
  • Windows Server 2012 Standard
  • Windows Server 2012 Developer

Active Directory Modes:
The computer that Microsoft Dynamics CRM Server is running on must be a member in a domain that is running in one of the following Active Directory directory service forest and domain functional levels:
  • Windows Server 2008 Interim
  • Windows Server 2008 Native
  • Windows Server 2012 
  • Windows Server 2012 R2 

Internet Information Services (IIS):
Microsoft Dynamics CRM Server 2015 supports Internet Information Services (IIS) versions 8.0 and 8.5.
We recommend that you install and run IIS in Native Mode before you install Microsoft Dynamics CRM Server. However, if IIS is not installed and it is required for a Microsoft Dynamics CRM server role, Microsoft Dynamics CRM Server Setup will install it.

SQL Server Editions:
Any one of the following Microsoft SQL Server editions is required and must be installed on Windows Server 2008 (SP2 or R2) 64-bit-based versions or Windows Server 2012 (RTM or R2) 64-bit-based computers, running, and available for Microsoft Dynamics CRM:
  • Microsoft SQL Server 2014, Enterprise, 64-bit
  • Microsoft SQL Server 2014, Business Intelligence 64-bit
  • Microsoft SQL Server 2014, Standard, 64-bitt
  • Microsoft SQL Server 2014, Developer, 64-bit (for non-production use only)
  • Microsoft SQL Server 2012, Enterprise, 64-bit SP1
  • Microsoft SQL Server 2012, Business Intelligence, 64-bit SP1
  • Microsoft SQL Server 2012, Standard, 64-bit SP1
  • Microsoft SQL Server 2012, Developer, 64-bit SP1 (for non-production use only)

Software Component Prerequisites:
The following SQL Server components must be installed and running on the computer that is running SQL Server before you install Microsoft Dynamics CRM Server 2015:
  • SQL word breakers
This is only required for some Microsoft Dynamics CRM language editions. For more information about word breaker versions for languages supported by SQL Server see Configure and Manage Word Breakers and Stemmers for Search.
  • SQL Server Agent service
  • SQL Server full-text indexing 
The following components must be installed and running on the computer where Microsoft Dynamics CRM Server 2015 will be installed:
  • Services
    • Indexing Service 
    • To install this service, see the Windows Server documentation.
    • IIS Admin 
    • World Wide Web Publishing
  • Windows Data Access Components (MDAC) 
  • Microsoft ASP.NET (Must be registered, but does not have to be running.)

Verify Prerequisites:
  • Before you install Microsoft Dynamics CRM Server, you should understand the following:
  • Microsoft SQL Server can be, but is not required to be, installed on the same computer as Microsoft Dynamics CRM Server.
  • If Microsoft Dynamics CRM Server and Microsoft SQL Server are installed on different computers, both computers must be in the same Active Directory directory service domain.
  • Microsoft SQL Server can be installed by using either Windows Authentication or mixed-mode authentication. (Windows Authentication is recommended for increased security and Microsoft Dynamics CRM will use only Windows Authentication).
  • The service account that SQL Server uses to log on to the network must be either a domain user account (recommended) or one of the built-in system accounts supported by SQL Server (Network Service, Local Service, or Local System). Installation of Microsoft Dynamics CRM Server will fail if the SQL Server service account is the local administrator. Installation of Microsoft Dynamics CRM Server will fail if the SQL Server service account is the local administrator.
  • The SQL Server service must be started and can be configured to automatically start when the computer is started.
  • The Microsoft SQL Server Reporting Services service must be started and configured to automatically start when the computer is started.
  • The SQL Server Agent service must be started. This service can be configured to automatically start when the computer is started.
  • Although it is optional, we recommend that you accept the SQL Server default settings for Collation Designator, Sort Order, and SQL Collation. Microsoft Dynamics CRM supports both case-sensitive and case-insensitive sort orders.
  • Microsoft Dynamics CRM Server Setup requires at least one network protocol to be enabled to authenticate by using SQL Server. By default, TCP/IP protocol is enabled when you install SQL Server. You can view network protocols in SQL Server Configuration Manager.

Reporting Requirements:
Microsoft Dynamics CRM Reporting Extensions Requirements
The Microsoft Dynamics CRM Reporting Extensions component has the following requirements:
  • You must complete Microsoft Dynamics CRM Server Setup before you run Microsoft Dynamics CRM Reporting Extensions Setup.
  • You can install and run Microsoft Dynamics CRM Reporting Extensions on only one instance of Microsoft SQL Server Reporting Services on a computer.
  • The identity account running the instance of Microsoft SQL Server Reporting Services where the Microsoft Dynamics CRM Reporting Extensions are running can’t be the local system or a virtual account. This is required for Microsoft Dynamics CRM reporting to work because the identity account must be added to the PrivReportingGroup Active Directory security group that is used by Microsoft Dynamics CRM.
  • Separate deployments of Microsoft Dynamics CRM cannot share one Microsoft SQL Server Reporting Services server. However, a single deployment of Microsoft Dynamics CRM that has multiple organizations can use the same Microsoft SQL Server Reporting Services server.
  • You must run the Microsoft Dynamics CRM Reporting Extensions Setup on a computer that has a supported version of Microsoft SQL Server Reporting Services installed. More information: SQL Server Reporting Services
  • For smaller data sets and fewer users, you can use a single-server deployment or a multiple-server deployment. With larger datasets or more users, performance decreases quickly when complex reports are run. Use a multi-server deployment with one computer that is running SQL Server for Microsoft Dynamics CRM, and another server for Microsoft SQL Server Reporting Services.
Microsoft Dynamics CRM Reporting Authoring Extension Requirements:
Microsoft Dynamics CRM Report Authoring Extension is required to author fetch-based reports by using SQL Server Data Tools.
You must install the Microsoft Dynamics CRM Report Authoring Extension on a PC that has the following software.
  • Microsoft Visual Studio 2012 or Microsoft Visual Studio 2010.
  • SQL Server Data Tools (SSDT) installed with either Microsoft Visual Studio 2012 or Microsoft Visual Studio 2010. More information: Install SQL Server Data Tools
  • For Microsoft Visual Studio 2012: You must download and install Microsoft SQL Server Data Tools - Business Intelligence for Visual Studio 2012. 
  • For Microsoft Visual Studio 2010: You must select and install the SQL Server Data Tools (SSDT) feature that is included with Microsoft SQL Server 2012 or Microsoft SQL Server 2012 Express on the computer that is running Visual Studio 2010. Download: Microsoft SQL Server 2012 Express
  • If your organization uses Microsoft Office 365, make sure that the computer on which the Microsoft Dynamics CRM Report Authoring Extension is installed also has the Microsoft Online Services Sign-in Assistant installed on it. If Microsoft Online Services Sign-in Assistant is already installed, check the registry key SOFTWARE\Microsoft\MSOIdentityCRL and make sure that the TargetDir registry key in MSOIdentityCRL contains msoidcli.dll.

CRM workflow date update includes saturdays/sundays

Boş zamanlarımda genellikle forumlarda soru cevaplamaya çalışıyorum. Geçenlerde Dynamics Community Forum'da bir sorunla karşılaştım ve çözüm tekniği olarak Mayank Pujara bir kod yazdı ve forumda yayınladı. Kodu ve sorunu sitemde yayınlıyorum.

" Merhaba, öncelik sırasına göre şikayet takip gününü güncelleyecek bir workflow oluşturmak istiyorum. Eğer öncelik yüksek ise şikayet gününden 24 saat sonra takip tarihi atansın. Eğer öncelik normal ise şikayet gününden 72 saat sonra takip tarihi atansın. Problem ise, CRM haftasonunu (Cumartesi,Pazar)'ı da sayarak hesaplama yapıyor. Benim istediğim ise işgünü olmayan günlerin sayılmasını engellemek."

Bu problem workflow ile çözülemeyince aşağıdaki JavaScipt kodu ile istenen işlenim gerçekleşmesi sağlandı.

---

When I have time, I'm answering the technical question in forums. A couple days ago I see a problem in the  Dynamics Community Forum. Mayank Pujara developed a code for this problem. I want share this problem and JavaScript code.

" Hi, I want to create CRM workflow which updates the case follow up date based on priority. If priority is high --> follow up date would be 24 hrs (1 day) after the case create date. If priority is normal --> follow up date would be 72 hrs (1 day) after the case create date. Now the problem is that CRM includes (or counts) the weekends (Saturday/Sundays) while calculating the days after 3 days. I want to exclude these non business days to be counted in workflow. Is there any ways we can avoid saturdays/sundays while dynamically setting date values in CRM 4.0 workflow? Any idea?? "

JavaScript code is solved problem when workflow didn't work.

The code:

 if(crmForm.FormType == 1)
{
   
crmForm.all.followupby.DataValue = new Date();
    //alert(crmForm.all.followupby.DataValue);

    //high
   
if(crmForm.all.prioritycode.DataValue ==1)
   
{
       
crmForm.all.followupby.DataValue = crmForm.all.followupby.DataValue.setDate(crmForm.all.followupby.DataValue.getDate() + 1);
   
}
   
else if (crmForm.all.prioritycode.DataValue ==2)
   
{
       
crmForm.all.followupby.DataValue = crmForm.all.followupby.DataValue.setDate(crmForm.all.followupby.DataValue.getDate() + 3);
   
}
   
else if (crmForm.all.prioritycode.DataValue ==3)
   
{
       
crmForm.all.followupby.DataValue = crmForm.all.followupby.DataValue.setDate(crmForm.all.followupby.DataValue.getDate() + 5);
   
}

    //alert(crmForm.all.followupby.DataValue);

    if(String (crmForm.all.followupby.DataValue).substr(0,3) == "Sat")
    {
       
crmForm.all.followupby.DataValue = crmForm.all.followupby.DataValue.setDate(crmForm.all.followupby.DataValue.getDate() + 2)
   
}
   
else if (String (crmForm.all.followupby.DataValue).substr(0,3) == "Sun")
   
{
       
crmForm.all.followupby.DataValue = crmForm.all.followupby.DataValue.setDate(crmForm.all.followupby.DataValue.getDate() + 1)
   
}
   
//alert(crmForm.all.followupby.DataValue);

}

 

Use JavaScript execute/call/launch Dynamics CRM 4.0 Workflow

CRM 3.0 içinde Mitch Milam JavaScript ile nasıl workflow çalıştırabileceğimizi bize göstermişti. Fakat ExecuteWFProcessRequest sınıfı CRM 4.0'dan kaldırılmış, bu yüzden bu kod CRM 4.0'da çalışmıyor. Ama bu bizim için bir sorun değil bunu kullanabileceğimiz bir sürü yöntem var işte bunlardan birisi:

----

In CRM 3.0, Mitch Milam has described how to Launching a Workflow Rule from JavaScript, it works great. However, in CRM 4.0, the class: ExecuteWFProcessRequest has been deprecated, so it won’t work in CRM 4.0. Although there are many ways to launch a workflow, if you want to run it through JavaScript, here’s the trick:

/* the function */
ExecuteWorkflow = function(entityId, workflowId)
{
    
var xml = "" + 
    
"<?xml version=\"1.0\" encoding=\"utf-8\"?>" + 
    
"<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" + 
    
GenerateAuthenticationHeader() +
    
"  <soap:Body>" + 
    
"    <Execute xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" + 
    
"      <Request xsi:type=\"ExecuteWorkflowRequest\">" + 
    
"        <EntityId>" + entityId + "</EntityId>" + 
    
"        <WorkflowId>" + workflowId + "</WorkflowId>" + 
    
"      </Request>" + 
    
"    </Execute>" + 
    
"  </soap:Body>" + 
    
"</soap:Envelope>" + 
    
"";  

     var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
    
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
    
xmlHttpRequest.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Execute");
    
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
    
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
    
xmlHttpRequest.send(xml);
    
var resultXml = xmlHttpRequest.responseXML;
    
return(resultXml.xml);
} 

/* call */ 

var theWorkflowId = "3FD2DD58-4708-43D7-A21B-F0F90A0AA9F2";
//change to your workflow Id 

ExecuteWorkflow(crmForm.ObjectId, theWorkflowId);

 

Ascentium CrmService JavaScript Library

Ascentim Dynamics CRM Service JavaScipt library'sini yayınladı. Gerçekten çok hoş ve yazılım geliştiricilere CRM platformu üzerinde JavaScript kullanırken çok zaman kazandıracak.
Aşağıdaki adresten inceleyebilirsiniz;

---

Ascentium released their CrmService JavaScript library.  It looks very interesting and should save us CRM developers tons of time extending the CRM platform using JavaScript.
You can look ate below address;

http://www.ascentium.com/blog/crm/Post129.aspx

Microsoft Dynamics CRM 4.0 Software Development Kit - Yazılım Geliştirme Aracı

Rapor oluşturucular, yazılım ve içerik geliştiriciler için olan Microsoft Dynamics CRM 4.0 Software Development Kit (SDK) güncellenmiştir.
Plug-in oluşturmanın yeni yöntemleri, workflow aktiviteleri ile çalıştırma, yeni web servislerini kullanma, veri yönetimi ve daha birçok konuda yeni yazılar ve örnekler içermektedir.

Adres : http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en

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The Microsoft Dynamics CRM 4.0 Software Development Kit (SDK) is for developers, system customizers, and report writers.
It contains all new information about creating plug-ins, working with custom workflow activities, using the new Web services, using new data management features, and much more.

This SDK contains information for developers writing server side code, custom business logic, integration modules, workflow assemblies, and more. It provides an architectural overview of Microsoft Dynamics CRM, the entity model, security model, and Web services. Sample code and walkthroughs guide you through the new features.

The SDK also contains information for developers customizing the Web client or Microsoft Dynamics CRM for Microsoft Office Outlook, including scripting, integration of custom Web pages, sample code, and a detailed user interface style guide.

Look for regular updates to this SDK. Future releases will include the ISV Guide and Report Writers Guide.

link: http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en