Back in Tip 276 we talked about the challenges of administering CRM Online/Dynamics 365 without being a global admin. There really hasn’t been a good answer for companies that don’t want their deployment admin to be a global administrator. The good news is this has changed with the introduction of the Dynamics 365 Service Admin role. […]
Expiring certificate for https://adfs.contoso.com, you say? Considering Let’s Encrypt goodness, that should be easy to fix, right? Import new certificate (make sure to include private key) Grant permission to AD FS service account to read the private key Open AD FS manager, navigate to AD FS > Service > Certificates Click Set Service Communications Certificate… and […]
We did write about the consequences of granting and then removing global administrator roles. As Oswin Kroon has discovered, there is more to it if you’re actually using that O365 account to organize things in your life. tl;dr Removing global administrator role from an O365 account may result in a loss of calendar appointments. A […]
I was not aware that Gayan “Performance Wizard” Perera shares my affection for PowerShell. Until this quick tip on how to bulk migrate CRM Online licenses to Dynamics 365 licenses using PowerShell. Comes in handy when you have to assign the new D365 licenses to hundres or thousands of users.
This tip shouldn’t be confused with a politically incorrect reference to ‘Girls Gone Wild’. So let’s get past that and into the issue with Learning Path and IE 11 and Microsoft Edge Browsers. If you open your Dynamics 365 instance in one of these browsers you will get an uncontrollable situation where new tabs start opening […]
Depending on the licensing plan, Dynamics 365 instances can have an option to provision Dynamics 365 Portal. In Dynamics 365 Administration Center navigate to Applications and, if you have portal add-on in your subscription, you will see coveted Not Configured against the Portal Add-On app. Click Manage and off you go with the portal provisioning. […]
Admit it: when you create a new workflow, one of the first actions is to set the scope of the workflow to Organization. After all, when something changes, or new record is created, we want apply our business rules across the board, right? Most of the time you’d be correct. But this is an opportunity […]
If you go into the Dynamics CRM Portal and change the Friendly name for your CRM organization that changes it for everyone when they access CRM via the browser. But it doesn’t change the name in the Outlook client. Each user will have to change it manually. Lets see how this works.
There are almost daily improvements to CRM Online management facilities. Just as we managed to catch our breath after on-demand backup and restore were made available for CRM Online, we now have an ability to put trusted IP rules in place. Even though there were numerous tweets and pingbacks about the article I thought I’d […]
Derek “clients call him ‘The Guru’” Hughes has been our follower for some time and today he returns the favor with some interest because his tip is hot. We haven’t seen any announcements or heard anything in the official channels regarding backup and restore coming in any wave updates. Edit: official announcement and documentation are […]