Tip #758: When users are unable to save personal views

Private property keep out

tl;dr When no one in your organization including system administrators can create or update personal views, check that you don’t have any plugins registered on all entities to run in a context different from a calling user. Mundane details Symptoms: when personal views are created or updated, all users including system administrators receive the following […]

Tip #744: Manually accept invitations for disabled mailboxes

RSVP

Guido “Trekkie not Star Wars fan” Preite with another tip on maintaining your mailboxes in hybrid environments: In a CRM Online configured with an Hybrid Server Side Synchronization emails sent by a particular users moved to Failed state after few seconds (other users can send emails without issues). In the alert section of the mailbox […]

Tip #726: Dude, where is my option to export for update?

Export Excellence

Question I recently noticed that in version 2016, the option to export records for update (available in version 2015) has vanished from the Export To Excel dialog. This SDK article describe the Import process as if this option is still available. Can anyone clarify this feature status? Is there any other method to update existing […]

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 […]