Empowering users in Dynamics CRM is great but one needs to be prepared to troubleshoot adventures of a power user. If you have a rule that locks the field when certain conditions are met, beware what happens when this field is editable. That’s right, the last edit will be lost. Why? because locking the field […]
As of CRM Online version 7.1 there is another new tab on the Systems Setting configuration window. The new previews tab is where the CRM Admin will enable access for their organization to some really cool new features – IFRAME in tablets, the Web API Developer Preview and my personal new favorite the CRM App […]
tl;dr To avoid overwriting some of the system entities flags for the customers, manually remove those flags from the managed solution files. WARNING! Super-duper unsupported. Some juicy details If you are a Dynamics CRM ISV or an infrastructure group within a large enterprise then, most likely, you distribute one or more managed solutions to your […]
Captain Redlaces Sewell reports that there is an issue in CRM 2015 update 1 when exporting to Excel. If you open the file directly from CRM, the table will not be correctly formatted. What you need to do is save the document, then open the document from the save location. But do not to use […]
Dynamics CRM recently released an updated Dynamics CRM for Phones app as part of the Spring Update 1. It’s Friday and it’s time for a video walk-through. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas […]
Recently Scott “Comandante Redlaces” Sewell noticed that when he was using CRM for Tablets and clicked on a view column to sort, the app returned an error. Thanks to Tanguy “Toolbox” Touzard’s suggestion, it was determined that the error was caused by having the view sorted by more than one column. After reducing the number […]
As you probably already know, Dynamics CRM has its own “installer” for the solutions, called Package Deployer. The package folder and assembly are usually distributed in the shape of a zip file that needs to be extracted and then used either with Package Deployer executable or installed using PowerShell. As documented. Usually it all goes […]
Generally, no. Occasionally I will come across a requirement to allow for some CRM notes to be private and only readable by the person who creates them. In my opinion, this is generally a bad idea. In CRM 2013 and 2015, the user interface for notes does not allow users to open the note form. […]
The Dynamics CRM team has done a great job of producing documentation for CRM 2015. The ebook and video library are top notch. But there are still some classic whitepapers that you should keep in your library. The following are my three favorite classic whitepapers that I still refer to on a regular basis: Offline […]
CRM 2013 SP1 introduced private queues, but the private functionality only works correctly if your user security role permissions are set correctly. The recommended security role settings is: BU level read permission for queues Append To privileges for queues. If users still see other user’s queues or other queues that you don’t want them to, then set all […]
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