Tip #133: Do not add CRM application pool account as a user

It’s quite common to configure Microsoft Dynamics CRM during the installation to use domain account to run web application service. In fact, this is exactly how you configure load balancing front-end configuration. It might be tempting to add the domain account selected to run CRMAppPool as CRM user. (Have no idea why, it just is). […]

Tip #116: Prevent CRM for Outlook from getting disabled

When you use CRM for Outlook, occasionally something will happen, like a slow response from the server, and Outlook will ask the user if they want to disable the add-in. If the CRM add-in is disabled, CRM functionality will no longer be available from Outlook. To prevent the add-in from being permanently disabled, you can […]

Tip #111: CRM Responsiveness Insight

CRM Diagnostics Tool

Want to test the performance of your CRM hosting environment – OnPremise or CRM Online from a specific location? Just use one of these urls: 1. Onpremise – http:// or https://<yourExternalserverURL>tools/diagnostics/diag.aspx 2. Online – https://crmorgname.crm.dynamics.com/tools/diagnostics/diag.aspx where crmorgname is your unique org name – what you normally enter to get to CRM and then use CRM, […]

Tip #99: Remember when your certificates expire

I will occasionally get the frantic “CRM is down” call from clients, and for on premises users, one of the most common reasons is expiring SSL certificates. If you just deploy CRM without claims authentication, when your CRM SSL certificate expires, CRM will still work, but users with receive a certificate error. However, if you […]

Tip #95: Track emails using Forward Mailbox

CRM MVP Jukka Niiranen recently posted a great post covering the difference between activity tracking and synchronization in Microsoft Dynamics CRM. This is a frequently misunderstood topic, and Jukka does a fantastic job of explaining how tracking from Outlook gets the email into CRM, and synchronization updates activities automatically once the activities are in CRM. So if […]

Tip #51: What to do if your Plugin won’t Trigger or Debug when Registered on SetState

If you register a plugin on SetState, most of the time you can’t get it to trigger or debug.  Register it instead on the (technically deprecated) SetStateDynamicEntity message. It should work fine. Note: Instead of “Target”, the entity in the context for the entity being activated or deactivated, the new context input parameter will be […]