Monday, November 25, 2013

Our website down - vulnerabilities of online services

As some of you might have noticed, my Company website is at the time of Writing this currently down. Well, it isn't actually down, you just cannot reach it, as Microsoft moved it to Another server and the DNS's don't match any longer. We are working to get it rectified as soon as possible.

This does, however, show an inherent weakness in the online delivery model, as the service provider might choose to move the service and if you are not 100% in sync with how that is delivered and to be integrated with, you risk a stop in the services.

This was also evident, a few week ago when a client of mine who uses CRM Online with an integration to an on-premise integration had a sudden stop in the entire integration between the two systems. After some intense troubleshooting, we found that the source of the error was a timeshift of 9 minutes between the on-premise and online services rendering the SSL links invalid, why all Connections broke. After correcting the timeshift, it all started working.

Keep this in mind when working with online services.

Gustaf Westerlund
MVP, CEO and owner at CRM-konsulterna AB

Wednesday, November 20, 2013

Bugs and suggestions

What might be unknown to many CRM people is that Microsoft has a tool for managing bugs and suggestions called Connect. This can be found on So if you have any suggestions on how you think CRM should be enhanced, don't keep it to your self, add it to connect, and tell your friends, blog about it. After you have added a suggestion, other people can vote on an item and the more votes and item gets, the more attention Microsoft will give it.

I added two suggestions today, so feel free to go in and vote!

First, I think it would be a good idea to be able to supportedly change the logo in the left hand corner. This is done by companies today in an unsupported way which of course is bad, so it would be better to do enable a supported way to do it. Not that it is something I generally encourage, but many companies find this important.

I also think that the logic when using multiple forms of the latest form being used, to be the defaulted the next time a record of the entity is opened often is not what is required, why a default form for each role per entity would be very good.

Connect is also the Tools which is used for bugs during the TAP and beta programs if you are part of these.

I am currently in Bellevue close to Seattle on the MVP Summit, meeting the other MVP:s and the CRM Product team which is great! Joel Lindstrom and I held a presentation to the Product team today and they are a great crowd who are really interested in listening to our opinions. We are lucky to have them and they are really working hard to give us an excellent Product so giving them good input on things we feel the Product can be enhanced, is really a just doing our part of the development. It is easy to complain about something not being as you would like it to, but try to be constructive and formulate that into a suggestion instead and register it on connect and you may get it. Do keep in mind that they have a lot of things to try to triage and it might take some time, but if they don't know, you might never get it.

Gustaf Westerlund
MVP, CEO and owner at CRM-konsulterna AB

Friday, November 15, 2013

CRM User Group in Sweden

When users of CRM from different companies and organizations meet and talk about their CRM systems, it is often very interesting to hear the conversations and they usually end up getting lots of new ideas about what they can do with their CRM system. Their partner might also have suggested some of these Changes but the partner is not perceived to be fully objective from the users perspective why they are often more open to listen to other CRM users.

This is why User Groups are such a good idea. They bring great value to the companies that have invested in CRM, by creating a forum where they can discuss common issues with other users or just get a better understanding of how other users have chosen to implement CRM.

For partners this is also a great idea, to get their customers, the users of their CRM systems to engage in the User Groups will increase their interest in CRM as they will see what else can be done with the system.

As there is a global CRM User Group called CRMUG ( and all MVP:s are granted a free membership and I also noted that there was no local chapter here in Sweden, I contacted them and a friend of mine, Fredrik Neiderud at TeraCom Group who used to be a CRM Consultant but now has changed sides represents the user side. We decided to start the Swedish chapter of CRMUG and have now also got the support of Microsoft representative Fredrik Wolbe. As I am only part of CRMUG as an MVP, and CRMUG is supposed to be by users for users, Fredrik will be the chairman of the chapter.

We have also booked the first meeting to be on December the 11:th 3 pm at Microsoft in Akalla outside Stockholm. If you would like to join us please sign up as a member on and then register your attendance on this page: Do note that the time on the site is in East coast time and not CET why it might be a bit off. I will be having a presentation on CRM 2013 and there will be a round table on upgrading to CRM 2013. We will of course also talk about the future of CRM UG in Sweden.

There are several different membership options, if you are a CRM user, there is a free basic membership that is required for attending the meeting.

I hope we can all help in creating a vibrant user community in Sweden that will boost our Dynamics CRM usage!

Gustaf Westerlund
MVP, CEO and owner at CRM-konsulterna AB

Monday, November 11, 2013

Mobile Client App (MoCA) on non-english CRM 2013

The Mobile Client App (MoCA) that Microsoft have made as part of the CRM 2013 release is really nice but it is still an early version so to get it up and running on a non-English CRM here is what you need to do. As I Work in Swedish, this is based on my experiences in Swedish and you might have different experiences in other languages.

Install MoCA
First of all, the Store in Windows 8 is by default set to only showing Apps in your local language, as the MoCA hasn't been released in Swedish, in my case, I have to change this.

To do this, open the Marketplace from the Tiles-screens, and swipe from the right or put your mouse on the Lower right hand corner. Select settings (or what ever it is called in your language).

You should now see a screen that looks something like this, but in you language:
Store settings - make sure the one about finding apps in your language is set to "No"
There should be two selectors, one with the caption saying something like
  1. Make finding apps in your language easier
  2. Make it easier to find apps which aid disabilities
Make sure that the first one is set to "No".

After this, click on the back-Arrow in the top left-hand corner.

You should now be back in the Store. Just type the following text (without citation marks):
"Microsoft Dynamics CRM" and press enter.

You should now see a list of Apps and the first one should be the right one, or otherwise it should be in the list any way. It looks like this:

The Microsoft Dynamics CRM Mobile Client App (MoCA)
Now, all you have to do is install the app.
Add English Language
What I noted was the that MoCA client will not work if you try to connect it to a Swedish version of CRM Online unless you first enable English in it. Hence this is what we have to do.
If you are running an On-premise, you will have to install the English MUI-pack/language pack and you will also have to configure your CRM to be Internet Facing (IFD) which I will not go into in this article but is described in the implementation guide in great depth.
Before continuing with configuring the MoCA, go back to your CRM and enable English. This is done by going to Settings->Administration->Languages. Select English and then press "Use".
A spinner will show and it will take some time until the language has been provisioned for the organization.
Adding English to the CRM Organization
Configure MoCA
When English has been added, the MoCA can be configured. It will be in English but it will at least work. Let's hope Microsoft will probably release MoCA in other languages soon.

Gustaf Westerlund
MVP, CEO and owner at CRM-konsulterna AB