Issue Configuring Internet Facing Deployment in Dynamics CRM 2016

By Ryan Talsma, CRM Product Manager

In this post, and many yet to come, I’ll be blogging about Microsoft Dynamics CRM: technical information, usage, customer success stories and many more aspects of the product. I am the CRM Product Manager at InterDyn BMI and have spent over 4 years as a CRM technical and support consultant. During this time, I have done 20+ CRM installs/upgrades, working with systems all the way back to CRM 3.0.

I wanted to share an issue with deploying Microsoft CRM 2016 that I have come across a few times regarding the configuration of the Internet Facing Deployment (IFD). The issue occurs when you enter your external domain in the configuration wizard but Microsoft CRM does not allow you to click “Next”. As you can see in my screenshot below, the next button is still faded out and I cannot continue.

Since it was just a development environment, I did get this resolved the first time by doing a re-install of CRM (simply repairing CRM doesn’t work), although this is obviously a sub-optimal solution. However, a few weeks later I had it happen again in a production environment and I needed a better option. I was able to bypass the issue by configuring the IFD via PowerShell by simply running the commands below.

NOTE: Make sure you run them one at a time. Copying and pasting the entire block at once does not work. Also “dev” and “auth” are interchangeable with whatever DNS prefixes you are using:

Add-PSSnapin Microsoft.Crm.PowerShell
$ifd = Get-CrmSetting -SettingType “IfdSettings”
$ifd.Enabled = 1
$ifd.DiscoveryWebServiceRootDomain = ‘dev.yourdomainname.com’
$ifd.ExternalDomain = ‘https://auth.yourdomainname.com’
$ifd.OrganizationWebServiceRootDomain = ‘yourdomainname.com’
$ifd.WebApplicationRootDomain = ‘yourdomainname.com’
Set-CrmSetting $ifd

From here, you should be able to re-open your Deployment Manager and see that the IFD is now enabled and that you can navigate the wizard as needed.

This is a known issue by Microsoft. For additional information on how to configure the IFD via PowerShell, check out this TechNet article from Microsoft.

About Ryan Talsma:
Ryan Talsma is the CRM Product Manager at InterDyn BMI, who has previously spent time as a functional, technical, and support consultant. Ryan has extensive experience in CRM installs, upgrades, IFD/AD FS implementations, JavaScript, workflows, solution architecture, and implementing Microsoft Dynamics CRM Online as well as On Premise. 

Attend User Group Summit 2016 in Florida!

crmug 2016

Join InterDyn BMI and your Microsoft Dynamics® peers, including Microsoft staff and UG All-Stars at this year’s CRM User Group Summit taking place October 11-14 in Tampa, Florida.

Here’s what you need to know about Summit 2016. You will find the below for each of the four User Groups:

  • Hundreds of sessions for you to customize your experience, including role-based sessions for Accountant, Controllers and more
  • Two full-days of instructor-led Pre-Conference Academy Training (Arrive early and participate!)
  • Exclusive access to the Summit 2016 Online Community
  • Presentations by many InterDyn BMI clients and teammates
  • Dedicated Networking Receptions for you to interact with thousands of your Dynamics Peers and collaborate withMicrosoft Dynamics® Staff, InterDyn BMI team and GPUG All-Stars
  • Opportunities to fulfill CPE Credits
  • And of course, a beautiful destination – Tampa!

At InterDyn BMI, it is our goal to help you become successful, both as an organization and as an individual. That is why we encourage you to take advantage of resources (yes, even ones that extend beyond our desks) and tap into the Dynamics community. Dynamics companies and individuals have been digging deeper into their investment at each Summit and discovering areas of growth. Be one of those companies and individuals: register today.

As a client of InterDyn BMI, we can offer you a 10% off registration discount.  Please email Marketing@InterDynBMI.com to receive the registration code.  Keep an eye out for updates (Party plug… we are hosting a party!!)

Any questions?  Email UserExperiences@InterDynBMI.com

REGISTER NOW

Project Service Automation – The Newest CRM Module

By Brian Dewulf, InterDyn BMI CRM Product Manager

For many versions, Microsoft Dynamics CRM has been limited to the traditional Sales, Marketing and Service modules. That has now changed with the release of the new Project Service Automation module. This new add-on allows project-based organizations to leverage the power of Dynamics CRM to manage project planning, resource management, time and expense management, customer billing and more.  You can also leverage the power of O365 productivity tools to allow project teams and customers to communicate and collaborate.

For more information on the features in the Project Service Automation module click here or contact us for a demo.

How to Enhance Sales Productivity with Dynamics CRM

Microsoft Dynamics CRM provides a complete and intuitive solution that can help salespeople be more productive so they can focus on what’s most important—delivering amazing customer experiences. Watch this short video to see how Dynamics CRM can help you stay focused, win faster, and build trust.

Tell Us About Your CRM Solution

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Customer relationship management (CRM) refers to the practice, strategies and, of course, technologies that companies use to manage and analyze customer interactions and data throughout the customer life cycle. The goal of using these systems is to improve relationships with customers, assisting in retention and over time, and most importantly, driving sales growth.

Today’s CRM offerings are incredibly powerful and there is a solution designed for every type of enterprise. Read more

Take this 30-Second CRM Survey for a chance to win a $50 Starbucks gift card! 

Microsoft Dynamics CRM 2016 Release Overview

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New features for customer service, care and support available in Microsoft Dynamics CRM 2016.

 

Microsoft is responding to the need to put customer service at the forefront of the organization’s intelligent customer engagement strategy with its upcoming release of Dynamics CRM 2016.

New and Improved Engagement Center Experiences: Dynamics CRM 2016 includes a new interactive surface hub that delivers tailored application experiences for Tier 1 and Tier 2 agents so that they have the information they need to be able to focus on speedy resolution.

Real-time dashboards provide a single view of their workload, giving organizations and agents the flexibility to choose the order of case resolution.

Interactive charts also provide a visual representation of the work items and can be used as visual filters to allow the slicing and dicing of data.

This next release brings enhanced intelligence and insights to the next level in customer service analytics driven intelligence and a native knowledge

management system for CRM. This means that organizations can capture and access information to systematically resolve issues faster.

With Dynamics CRM 2016, Microsoft is delivering a solution that not only captures the signals communicated in various channels in the market, but one that also empowers the agent to provide meaningful feedback. The new release enables improved communications arising from listening to the voice of the customer by capturing and leveraging customer feedback to shape customer engagements with easy-to-use mobile in-touch enabled tools.

The new release also leverages social channels with Azure machine learning. Agents can instantly track and analyze relevant sentiment via Microsoft Social Engagement and engage directly with customers on social channels, such as Twitter or Facebook, with the option of converting issues through social channels into cases.

Overall, Dynamics CRM 2016 brings comprehensive customer service solutions to business today, empowering the customer service agent with intelligence and insight at their fingertips and making them better able to deliver personalized, proactive and speedy service and resolution.

If you would like to learn more about Microsoft Dynamics CRM, please contact us today.

The contents of this blog post are a transcription of the video: Microsoft Dynamics CRM Customer Service.