Summit Group Software Blog

Posted: Aug 17th, 2016
Recently while setting up a Microsoft CRM Claims and IFD configuration for a customer with Microsoft Dynamics CRM 2016 (noting that this particular issue and solution would work for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM 2015 deployments as well), I ran into a problem where the ADFS Federation Metadata URL was not accessible, giving us an error like the following when navigating to the Federation Metadata URL (we had set it up with https://ADFS.Contoso.com/FederationMetadata/2007-06/FederationMetadata.xml.  Navigating to the ADFS Federation Metadata URL: ...
Posted: Aug 10th, 2016
The Microsoft Dynamics CRM Outlook Client is an amazing tool in which you can directly access your CRM environment and take simple actions from in your Outlook. However, there are some issues that occasionally arise such as updates and modifications. One of those issues is when only some, not all, of the buttons are grayed out such as what is shown below. Below are some steps to take in order to help troubleshoot (and hopefully resolve) this issue. Please note that if all of the buttons are grayed out, there are different steps that must be followed, which are written in my blog. See...
Posted: Aug 2nd, 2016
You have decided to move your mail system to the cloud and get rid of your local mail server. Many companies are ditching the need to host their own mail server and let someone else manage that responsibility. Even Facebook recently moved 13,000 of their users over to Office 365. Some start over from scratch and leave everything behind. Most companies, however, store many important pieces of correspondence in their inbox. From policy changes to signed forms, you never know when you need to go searching for that important piece of information. Perhaps you have extensive use of distribution...
Posted: Jul 26th, 2016
Recently while saving the Microsoft CRM On-premise Exchange Server profile (Settings – Email Configuration – Email Server Profiles )- , I ran into the error, "System.Security.Authentication.AuthenticationException: The remote certificate is invalid according to the validation procedure." The call stack for that error is shown below.   https://crm.contoso.org/Contoso for delivery through Exchange01. System.Security.Authentication.AuthenticationException: The remote certificate is invalid according to the validation procedure.    at System.Net.Security....
Posted: Jul 20th, 2016
In my experience, it seems many non-profit organizations employ differing systems for fundraising/donor management and accounting. This makes sense, as it is good business practice to utilize purpose-built systems to manage your organization. Often, the data is moved from the fundraising system to the accounting system manually. As you can imagine, or may even have experienced first-hand, this is very inefficient and can lead to mistakes and inaccuracy of data. In a 2015 survey of non-profits, searching for new fundraising software, 57% said one of the key features in their decision-making...

Pages

Leave blank for all. Otherwise, the first selected term will be the default instead of "Any".