Social Care Application CRM 2013 Sign In With Twitter Error

Hi all,

Following my Posts:

Part 1 and Part 2 about a sample of Social Care Application launched after the CRM 2013 Springwave update, we know that that apps is pretty good but not that pretty simple, it is too complex to setup.

During your running, you can have this error after the Sign in with Twitter screen



“Sorry, and error occurred while processing your request”



Resolution:
To resolve this, you might back to your Twitter app setting, and fill in the Callback URL and Sign in with Twitter to Yes (this is Optional, but I think this setting will help you as well).



Hope it solve your problem setting the Social Care Application!

Run Social Care Application CRM 2013 Tutorial – Part 2 (Get it Works)

In My Previous Post, I was explaining about how to setup, build, and finally run the Social Care Application CRM 2013.

Now in my current post I want to explain how it works!
We are now expecting how the Social Profile can be created and handle the positive impact to the Service Management Module.



As we can see, there is no way to Add New or Update the Social Profile record through User Interface.
First of all, I log in to Twitter and then send a Tweet:

#TFPLife twitter complaint testing



HashTag will be the key.

Sign In
Then, I run the Apps, first I have been challenged by Login Screen to Sign in with Twitter



If you complete the Sign in screen, then you will be redirected to this screen, which you can actually Search by keyword or Get the Direct Messages, at the very first, it will show you the last query stored in your Database.

*If you cannot pass this Sign In Twitter..
You might refer to this link:
Sign In Twitter Error: How to Fix



Get Direct Messages
This feature enables users to Get the Direct Message to this Twitter Account.

What happened in our back Database?
If you notice your Database, for Twitter table, it was actually filled by many rows, and it keeps growing to store:




Search Function
Then, try to search ‘TFPLife’ as keyword, as you can see, yes, you can see your latest tweet.



In the web.config, you also can set the Watch list keyword:

<!--The keyword that will be used to search for tweets for the watchlist action-->
    <add key="WatchlistKeyword" value="CRM"/>

Link to CRM
Then, after you Search, you can see the ‘Social CRM’ button, which once you click, you will be linked to the CRM that you setup in the web.config file in my previous post.



Then, the process is, using this App, you can create a Case or Associate activity as well
Now, you just select the Queue and Submit





CRM Records
Then, just click the link to open directly the newly created Case CRM Record.

Social Activity





Case
Then, if you notice, the Regarding field is actually linked to the Case!



Remember, you have done the setup of Social to Case Queue from Social Monitoring.

If you see the view, yes, you will be astonished, you can see all of the Automatic Creation of a Case



You can see the Twitter and Email symbol as well, known from Origin.

Social Profile
Then, how about the Social Profile?



Contact
AS you can see, perfectly created and as well the Associated Case and yes, the Customer or Contact as well.



And see the Activities:



Link to Existing CRM Record

Back to the Social Care Application, you also can link another tweet to existing Social Profile:



You are be able to link the Tweet to Contact, Case, and Social Profile.



Watch List Feature
If you click the Watch List, it will retrieve the Tweet based on the Watch List keyword you set in the web.config file





It will automatically create Cases:



Well, an immersive and an excellent automatic processes, can increase much efficiency and productivity as well.

Show Linked CRM Cases
You can see all of the linked CRM Cases



This is a really magnificent and formidable enhancement to our CRM Life.

So, this app would be definitely more than about twitter searching, it is not merely about Social Media and CRM, it helps you to monitor what happened in the Social life and track it, then store it to your CRM Database, and the point is, using this App, it helped me so much to not create an app from scratch like I what did before and it helped me to understand how Social Profile will work. Pretty well tool, free, and good for demo, but it is not easy to setup, assuming you should have a good understanding on .NET and CRM.

Hope it helps!
Thank you.

Run Social Care Application CRM 2013 Tutorial – Part 1 (Setup)

Microsoft has launched the Microsoft Dynamics CRM Sample Social Care Application together with some new entities that they are purposely created for the Social Live and Connection, during the launching of the Microsoft Dynamics CRM Springwave ‘14 Updates. As we know that the entities, such as Social Profile entity is only accessible by using CRM API, it is different from the standard entity.

To download the sample Application, you can go to this link:
http://www.microsoft.com/en-us/download/details.aspx?id=43122

Well, actually to run this new Sample Application is not easy, I tried several times to get it works and I found this is not easy, even in the my former company, for the demo, I was developing from scratch to my former manager to demo to ensure the prospects that CRM is a social-able apps that can connect to any social media, that is I thought it was easier, but, well, I want to try this tool since it is free and of course a nice tool..

Okay, get back to the topic, these are step by step to run the Social Care Application.

Let’s get started.

1. For the starting step, you should and you should really read the ‘Readme’ document under the Social Care folder upon you download the App.



2. Please notice the Prerequisites section first.

Just remember this is not stated in the Prerequisite, that this is only for Microsoft Dynamics CRM with Springwave update, either CRM Online or CRM OnPremise with SP1 installed.

3. You should have Visual Studio 2012/2013 installed to run this Apps.

4. Then, you should connect to the SQL Server Database

5. Just follow the instructions first.

6. You will open the Visual Studio Solution



7. Read again the Prerequisites, to build the Project, you should have all of the required assembly references, including TweetSharp, Hammock, and Microsoft.WindowsAzure.ActiveDirectory.Authentication




So, you should install the Nuget Package

Nuget Package



Go to Tool –> Package –> Manager Console, and type the following commands:

· PM> Install-Package TweetSharp
· PM> Install-Package Hammock
· PM> Install-Package Microsoft.WindowsAzure.ActiveDirectory.Authentication

Register your CRM app in Windows Azure for CRM Online!

8. If you are using the CRM Online version, you should use the OAuth authentication, and again, take a note to this line:

· If you’re using OAuth authentication, perform the necessary configuration steps as per Register a CRM app with Active Directory

Yes, you should register a CRM app with AD through Windows Azure. You can register with free of charge for trial.

*Additional info:
In order to register your app, you might be requested to input the redirectURI.
You can refer to this link:
http://msdn.microsoft.com/en-us/library/dn531010.aspx?cs-save-lang=1&cs-lang=csharp#bkmk_redirect

You should debug your app to get this redirectURI:

            string redirectUrl = WebAuthenticationBroker.GetCurrentApplicationCallbackUri().ToString();

Previously, we could register using:

https://graphexplorer.cloudapp.net

But, now the method has been changed according to this link:
http://msdn.microsoft.com/en-us/library/dn481567.aspx

Otherwise, if you are using CRM OnPremise version, so you do not need this. So just watch out about this prerequisite, you might be able to run the Social Care Apps and get the social feeds that you want to, but, you cannot pass the information to CRM.

All about Twitter Development

9. Well, to help you more understand about the next prerequisite:



“Twitter application registration. You must register an application in Twitter so that OAuth against Twitter can be used from the sample app.”

I write the detailed steps,
- You should go to Twitter Dev and App Registration (you should have the Twitter ID, of course!)

https://dev.twitter.com/

or the shortcut:

https://apps.twitter.com/

- Then, if you have no existing App, then you can create a New App, otherwise you can use your existing one.



- Get your Keys and make sure your Access Level:



and



- Copy paste to Notepad first, you will be really need them.

CRM Queue Setup

10. Just follow this instruction: 

“On your Microsoft Dynamics CRM server, create a queue with “social to case settings” configured and activate the queue.”

- Go to Microsoft Dynamics CRM server
- Go to Settings –> Service Management –> Queue
- Create a New Queue with Social to Case Settings




- Set the Social to Case Settings







- And do not forget to Activate the Rule.




Database Setup

11. Just follow these instructions:

1. In Visual Studio, navigate to View > Server Explorer.
2. Right-click Data Connections, click Add Connection, select Microsoft SQL Server (SqlClient) as the data source, and then click Continue.
3. Specify the server name, enter Twitter as the database name, and then click OK.
4. To create the necessary tables, run the Models\Twitter.edmx.sql file provided with the sample from SQL Management Studio. This will update your Twitter database.
5. Update the following connection strings in Web.config accordingly.
<connectionStrings>
<add name="TwitterEntities1" connectionString="…" providerName="System.Data.EntityClient" />
</connectionStrings>

Twitter Connection Setup

12. Just follow the instructions, by editing the Web.config:

1. The sample application needs the consumer and secret keys to communicate with Twitter. You can obtain the keys by registering your app on Twitter. More information: Twitter Apps
2. Once you have the keys, update the Web.config file with the keys under the application settings section. The settings are “ConsumerKey” and “ConsumerSecret”.

You did the Twitter registration in Step 9.

Microsoft Dynamics CRM Setup

13. Just follow the instructions, just edit the Web.config, set the value based on your environment.

1. Open the Web.config file and change the app settings as indicated here.
· Fill in the value for the “CrmServerUrl” setting to point to your server (don’t add the trailing slash mark ‘/’).
· Set the value for “DeploymentType” to Online, IFD or OnPremise as per your Microsoft Dynamics CRM installation.
· For an IFD:
o Specify a value for “OAuthUrl”
o Specify a value for “ClientID”
· For an Online deployment:
o Specify a value for “ClientID”
· For an on-premises deployment:
o Specify a value for “UserName”
o Specify a value for “Password”
o Specify a value for “Domain”
2. (Optional) Configure the watch list feature. The watch list button in the app UI searches for recent messages from Twitter for the specified search term. The “WatchlistKeyword” setting controls the search term.

Build the Sample

14. Build the Solution as usual, if you have any error during the building run, then you should check the assemblies and Web.config.

15. Then, you can Run the Sample.

16. You also can customize the Code based on what do you want.

17. I will be back by writing the next part post about Running the Sample Social Case Application in Microsoft Dynamics CRM 2013

Well, a lot of setting and configuration steps to make it works. Nice tool but it was not easy job to get it worked.

Continue to Part 2?
Click here --> Redirect me to Part 2

Hope it helps!
Thank you.