Data Encryption CRM 2013-2015

If the Data Encryption is not configured correctly can take to some problems even when you try to configure Dynamics CRM Outlook Client.

You will get this error message when trying to access Settings -> Data Management -> Data Encryption:

Data-Encryption-feature

So if you didn’t configure and you have a new version of CRM 2013/2015 or you’re going to migrate to a new version and going to import the Organization, you should have the Data Encryption Key Activated.

The method to access it (if you can’t access) is to use the https configuration to have the SSL active and then you can access it, but maybe you don’t want to do it. If so, you’ll need to change a flag in the MSCRM_CONFIG database.

To do that you’ll need to do the following steps:

– Open SQL Server Management Studio.
– Click New Query and select MSCRM_CONFIG database.
– Run the command:

UPDATE DeploymentProperties SET BitColumn = 1 WHERE ColumnName = 'DisableSSLCheckForEncryption'

– IISRESET

If you want to confirm before what the value of the flag is, just do:

SELECT BitColumn FROM DeploymentProperties WHERE ColumnName = 'DisableSSLCheckForEncryption'

Now you can access the Data Encryption option and can activate the Encryption key.

Afterwards if you want to put the value of the BitColumn to the previous value, you’ll just need to update the table again.

Hope this helps.

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Security Role permission for Products – CRM 2015

A few days ago a client had the upgrade scheduled from CRM 2013 to CRM 2015 online, and when they wanted to create an opportunity product (not with the standard relation but with a new relation that we created so it only appear the existing product selected), it wasn’t possible because the new permissions weren’t configured.

We had to go to the profile role of the users that couldn’t access and then add the read permissions to the profile:

property_access

 

It was also necessary to add the permission to be calculated by the system, because this was not configured for.
Going to Settings -> Administration -> System Settings in the Sales tab has the following option that should be Yes.

set_pricing_calc

This might help someone later!