Thursday 15 August 2013

ADFS / IE Issues, Timeouts, CRM 2011 Outlook Client keeps logging on

ADFS / IE Issues, Timeouts, CRM Client keeps logging on
 
Came across an annoying but simple to fix issue recently, Users on CRM 2011 with CBA/IFD were being asked to login again during the day for no apparent reason. The timeout on ADFS was 12 hours so it should get them through the day.
 
After a lot of digging I found that an IE setting was causing it, in the Advanced Tab theirs an option called [Empty Temporary Internet Files folder when browser is closed].
 
So the scenario was, a user had outlook open, then opened CRM in IE, or a Report etc.. Then closed that window which deleted the CRM and ADFS Cookies. The CRM Outlook client then proceeded to ask for their login credentials again.
 
By un-ticking this option it wouldn't ask.


Tuesday 13 August 2013

SQL To Find out who owns a saved view in CRM 2011

Not so much fetch xml but still useful, in theory the same could be created in fetchxml too. This query shows how to find a view in CRM and who owns it. You can also retieve the actual fetchxml from the FetchXML field in the query below.


SELECT

FetchXml,

UserQueryId,

Name,

LayoutXml,

CreatedOn,

OwnerId,

(SELECT TOP (1) domainname

FROM FilteredSystemUser AS s

WHERE (systemuserid = u.OwnerId)) AS domainname

FROM UserQueryBase AS u

WHERE (Name LIKE '%Insert View Name%') -- change to the view your looking for

AND (OwnerId = 'xxxx') -- enter the quid of the user if your looking for views owned by a user.

ADFS Timeout on Server 2012 for CRM 2011

This follows on from this Microsoft Guide http://social.technet.microsoft.com/wiki/contents/articles/7681.setting-the-adfs-timeout-for-crm...