Tip #711: Record merge fails when assignee has insufficient privileges

Assignee has insufficient privileges

Guido “Trekkie not Star Wars fan” Preite is not the man to puzzle easily but even he was confused: Someone faced this error before? “Assignee has insufficient privileges” when merging two contacts. The User is System Administrator and the same user is the owner of both records. No plugins running on the merge message. CRM […]

Tip #706: Passing arguments to the webresource does not work after authentication

Fallen god

We are all mortals, after all. I just witnessed a rare occassion when even Tanguy “The XRM Toolbox” Touzard needed a helping hand from none other than Andrii “Khohol” Butenko. Tanguy I’m working on a really simple integration where an external app needs to open a webresource with parameters passed in data url argument: https://qwerty.crm4.dynamics.com/WebResources/foo_/cti/index.html?data=phonenumber%3d0123456789%26service%3dadv […]

Tip #702: How to tell apart system roles and their clones

Role play and theater masks

It’s been a while since we had a truckstop but Larry “Tex” Lentz keeps asking questions on behalf of some mysteryous “students”. Let’s stop and listen. How can one tell if a security role is a copy and which role it’s a copy of? Feridun “Best Twitter Handle for CRM MVP” Kadir closed the discussion […]

Tip #691: Extract an existing Word Template from CRM 2016

Tooth Extraction

In CRM 2016 we have the fantastic Word Templates feature with which users can generate finished documents in just a few clicks. Far easier than the old mail merge options, and no need to have locally installed versions of Word, the Outlook client and so on. But one annoying limitation of the feature for many […]