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As I’ve mentioned in THIS earlier article, Microsoft Forms is now in public preview. And, I’ve also mentioned you can integrate it with your Dynamics 365 instance. But how, you might ask!

There is no direct “configuration” on the form itself to map to a Dynamics entity, since it’s not a data driven form. Yes, you’re probably thinking PowerApps right about now. Read the rest of this entry »

Taxonomies have been around for a very long time. In biology, even before technology evolved, taxonomies were defined to group and structure various organisms based on shared characteristics.

Evolving with technology

With the evolution of technology, the approach has been borrowed, and is now used in structuring data and various materials.

Read the rest of this entry »

One of the most common question driven by the push to Cloud is: How do I get my on premise accounts working with the cloud services I am using now?

From the perspective of Microsoft Dynamics CRM, but not only, SMBs typically have an on premise infrastructure, with a local Active Directory setup. For those that have not yet embraced Office 365, but want to take advantage of Microsoft Dynamics CRM, this process might seem a little daunting. Yet, it needs not be.

Directory integration is the way to tackle scenarios where an on premise directory service needs to integrate with Microsoft Azure Active Directory, aka Microsoft Azure AD. Some of the benefits touted by Microsoft for this hybrid deployment scenario are:

  • Simplified administration
  • Streamlines sign-in experience
  • Unified administration experience for both user and device identities
  • Unified application administration
  • Leverage single sign-on to cloud based solutions

Specific scenarios are supported for a hybrid identity infrastructure. Choosing one of the supported scenarios depends on the type of service you want to offer your users. The following table provided by Microsoft at https://msdn.microsoft.com/en-us/library/azure/jj573649.aspx describes the difference between two common deployment scenarios. But let’s first have a look at the available options.

Directory sync

Directory sync (directory synchronization, DirSync) is the configuration that allows management of directory objects from your on premise Active Directory. The changes are synchronized up to your tenant.

The downside to this approach is that users will have separate user id and passwords between the on premise and cloud services. Not ideal, other than for unified administration experience.

 DirSync with Password Sync

As the next step up from plain vanilla directory sync, DirSync with password sync allows users to use the same username and password across all services, cloud based and on premise. This already makes life easier for users, by reducing the need to memorize another username and password. It also leverage the same unified administration experience, making it easy enough for administrators to deal with account changes.

DirSync with Single Sign-On

Taking the previous scenario a step further, in DirSync with single sign-on users not only use the same account and password, but seamless authentication with cloud services is available when locally logged in with the provided account credentials. This means no authentication prompts at all when accessing both local and cloud resources with your Active Directory account credentials.

The setup in this scenario is a little more complex, requiring the organization to have not only the typical on premise Active Directory, but also to provide a security token service hosted on premise. Typically this is ADFS (Active Directory Federation Services).

From a Dynamics CRM perspective, you will required this setup anyway if you intend to deploy your on premise hosted Dynamics CRM in an IFD (Internet Facing Deployment) scenario.

Multi-forest DirSync with Single Sign-On

Extending on the previous scenario, this scenario requires a similar setup, but offers synchronization across multiple forests. The Active Directory structure is comprised typically of a few logical components, including Organizational Units (OUs), Domains, Domain Trees, Forests. For details on the structure and components of Active Directory you can have a quick look at the following link, but it is advisable to talk to an AD expert for deployment/configuration.

https://technet.microsoft.com/en-us/library/cc759073(v=ws.10).aspx

With all this information in mind, when launching on the journey to extend your services to cloud, take into consideration what type of Hybrid Identity Infrastructure you need to implement. Err on the side of caution, and go with the minimum required scenario.

Toolset

Azure AD Connect is the newest kid on the block for hybrid integration tools. For an introduction to the tool, as well as a link to other tools comparison see the following knowledge base (KB) article in the official documentation:

https://azure.microsoft.com/en-us/documentation/articles/active-directory-aadconnect/

NOTE: This has been an awareness overview, always involve your AD Administrator or an AD expert when making any changes to your Active Directory infrastructure.

Enjoy!

The following new Dynamics CRM 2016 Certification Exams have been added at the end of January 2016:

  • Microsoft Dynamics CRM 2016 Online Deployment MB2-710
  • Microsoft Dynamics CRM 2016 Customization and Configuration MB2-712
  • Microsoft Dynamics CRM 2016 Sales MB2-713
  • Microsoft Dynamics CRM 2016 Customer Service MB2-714

Enjoy!

I’m being asked every now and then about the URLs format for various services and global zones. I usually have a bunch of links bookmarked about this, but I’m pulling all information together here to make it easy for me to find it when needed.

The format of the Dynamics CRM Online Organization URL describes the data centre location. As such, the standard format is as follows:

https://OrganizationName.crm%5Bx%5D.dynamics.com

The OrganizationName is the name you have selected for your online organization. This is customizable, and is validated for uniqueness within the respective data centre.

The [x] represents a number. As of the time of this writing, this number can be anywhere between 2, 4, 5, 6, 7, 9 or no number at all. This describes the global data centre used to host your organization. The following table maps the data centre to the URL format.

URL Format

Global Data Centre Location

crm.dynamics.com

NAM

crm2.dynamics.com

SAM

crm4.dynamics.com

EMEA

crm5.dynamics.com

APAC

crm6.dynamics.com

OCE

crm7.dynamics.com

JPN

crm9.dynamics.com

GCC

Out of these global locations, usually the following are getting the preview and new features first:

Organization

Global Location

crm.dynamics.com

North America

crm4.dynamics.com

Europe, the Middle East and Africa

crm5.dynamics.com

Asia-Pacific

The crm9 is reserved for Dynamics CRM Online for Government (public sector). The following page provides additional details on this offering.

Enjoy!

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