Tip #442: One WSDL to rule them all

WSDL is your best friend when you’re dealing with non .NET clients, e.g. Java, that need to talk to CRM. Historically, it’s always been a 2-step process: Hit https://crm/XRMServices/2011/Organization.svc?wsdl and get a very small file back usually containing the line Hit https://crm/XRMServices/2011/Organization.svc?wsdl=wsdl0 and get a complete file containing full definitions. Starting from CRM 2013 (or, […]

Tip #441: Errors when sorting views on mobile

Recently Scott “Comandante Redlaces” Sewell noticed that when he was using CRM for Tablets and clicked on a view column to sort, the app returned an error. Thanks to Tanguy “Toolbox” Touzard’s suggestion, it was determined that the error was caused by having the view sorted by more than one column. After reducing the number […]

Tip #440: When package deployment fails, blame the internets

Unblock file

As you probably already know, Dynamics CRM has its own “installer” for the solutions, called Package Deployer. The package folder and assembly are usually distributed in the shape of a zip file that needs to be extracted and then used either with Package Deployer executable or installed using PowerShell. As documented. Usually it all goes […]

Tip #439: Prevent duplicate Outlook contacts

Frequently in the various CRM forums, someone will ask a question about how to prevent getting duplicate contact records in their Exchange/Outlook contacts when using CRM for Outlook. There is no magic answer to totally avoid outlook contacts getting duplicated. One of the best things you can do is use server based Exchange synchronization rather […]

Tip #434: Recommended security for queues

CRM 2013 SP1 introduced private queues, but the private functionality only works correctly if your user security role permissions are set correctly. The recommended security role settings is: BU level read permission for queues Append To privileges for queues. If users still see other user’s queues or other queues that you don’t want them to,  then set all […]