Tip #316: Important links for all occasions

Shan “Smokin’ Portals” McArthur is the man not easily excited but even he couldn’t contain his enthusiasm: The documentation and support teams have responded to some of our requests for important links to the implementation guide, product downloads, and update rollup information. They have published a new page that documents that information for all versions […]

Tip #313: Change labels on composite controls

Composite Address

Mini truck stop, folks. That’s when someone asks a question and receives a very straightforward answer. No discussion, just business. Today’s Roles Inquisitive Interrogator: Feridun “Best Twitter Handle for CRM MVP” Kadir Pantomath: Adam “Hip Is The Best Source For The Answers” Vero Omniscient Narrator: Carsten “I Can Spell ‘Tipp’ ” Groth The Dialog I.I.: Does […]

Tip #312: Quickest way to add multiple fields

Texans are quick to draw, I hear. Today’s tip from Mitch “Texas Baby Oil” Milam just proves that. The absolute quickest method for adding multiple fields to a form is not dragging and dropping. It is double–clicking. Here’s how it works: Select the section within the form where the new fields will be placed. Using […]

Tip #304: Security permissions for hierarchy visualization

Role Updater 2

If you upgrade to CRM 2015 and have custom security roles, those roles will not have permission to view the new hierarchy visualization. To add the permissions to your existing custom roles, use the Role Updater in the XRM Toolbox. Select the role you wish to update, then click “Next.” 2. Search for “Hierarchy” and […]

Tip #302: Optimize CRM by updating statistics and reorganizing indexes

Another SQL nugget from Gayan “Mr Performance” Perera: If you’re running CRM (any variant) on-premise you can optimize the speed of the system by setting up two management jobs inside SQL. First, update statistics of the organization_MSCRM database every day (outside business hours). Second is to reorganize the indexes of the organization_MSCRM database every 2-4 […]

Tip #301: Using a team for system administrator access

Gustaf (not V) Westerlund mentions that while it may be attractive to create a team with System Administrator role to simplify security administration, the “inherited” approach is not sufficient to grant users all privileges that they need as System Administrator. For example, users cannot publish Business Rules if they don’t have a user role that […]