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Firewall settings on CRM Server

This document https://msdn.microsoft.com/library/dn683916(v=crm.6).aspx describes the connectivity requirements for CRM in various configurations.

Three ports which must be enabled on the CRM server are:

  • 80 for incoming web access using http
  • 443 for incoming web access using https
  • 808 for the CRM SDK Listener

A symptom of no access on port 808 is that FetchXML based reports do not work.

Performance Center

Here is something that I hadn't seen before, the Performance Center. Courtesy of a post by PowerObjects, type CTRL+SHIFT+q to reveal the Performance Center. The first time you do this, click Enable to start tracking performance and then Close.

Then after you open a record call up the Performance Center again (CTRL+SHIFT+q) tosee how long each part of the form load took.

Click Disable in the Performance Center to turn off performance tracking.

ADFS Metadata Exchange (MEX) Endpoint Issues

This article describes an issue with ADFS where the ADFS MEX endpoint and the CRM Sandbox are both configured to use port 808. The article describes how to change the port.

http://blogs.technet.com/b/bshastri/archive/2014/03/20/dynamics-crm-ifd-on-windows-server-2012-r2-adfs-crm-addin-for-outlook.aspx

Quick Find Optimizations

Update Rollup 10 for CRM 2011 introduced changes to the way quick find behaves.

Quick Find Record limits

 A new option in System Settings, Enable Quick Find record limits prevents searches that return 10,000 or more records. Searches that exceed the limit receive a warning instead of the search results.

EnableQuickFindOptimization OrgDbOrgSetting

The way Quick Find works is changed in UR10. The new method can be disabled by setting the OrgDbOrgSetting, EnableQuickFindOptimization to 0.

PrincipalObjectAccess table cleanup

The article at http://support.microsoft.com/kb/2664150/en-gb provides a script for cleaning up the principalobjectaccess (POA) table in CRM 2011.It seems that prior to CRM 2011 UR6 when records were deleted related records in the POA table were not removed.

Disable the Navigation Tour video

By default, the Navigation Tour video window appears the first time a user logs on to Microsoft Dynamics CRM 2013 in a web browser on a device. A user can select not to see the window again by selecting Don't show me this again.

The Navigation Tour video window can be disabled in on-premises installation by setting a registry setting on servers with the Front End server role.To do this, complete the following steps.

Deployment Settings

CRM has several deployment wide settings which are stored in the DeploymentProperties table in the configuration database (usually MSCRM_CONFIG). It is not recommended to modify the values in the table directly you may sometimes need to change values. The recommended method is usually to use a PowerShell script.

Some of the settings are described in the following table. I will add to the table as I discover settings.

Bulk Delete Suspended Jobs

Bulk Delete is a useful tool for deleting large numbers of records as an alternative to using Advanced Find and then clicking delete (which can only remove up to 250 records at a time).

System Job records are a good candidate for using Bulk Delete because the number of records is always increasing. However, suspended system jobs (such as workflows that are waiting) cannot be deleted using Bulk Delete. At least that was the case until Update Rollup 12 or 13.

CRM 2011 Maintenance Jobs

CRM 2011 has a number of maintenance jobs which are run on a scheduled basis by the Asynchronous Processing Service (maintenance) service. This article describes the jobs and how to schedule them to more convenient times.

Microsoft Dynamics CRM and Anti-Virus Software

Recently I had the situation where CRM performance was slow to non-existent over a network but absolutely fine on the CRM server.

The cause, though I have yet to fathom why, was the Link Scanner of AVG. This has two parts, Enable Surf-Shield and Enable Online Shield. Disabling both rectified the performance problem.

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