Tip #53: Prepare your SSRS reports for CRM Online

If your SSRS report works fine in BIDS and on-premises instances but fails to upload with very unhelpful message: An error occurred while trying to add the report to Microsoft Dynamics CRM. Try adding the report again. If this problem persists, contact your system administrator. then do the simple “1-2-3” test: Ensure that your report […]

Tip #42: Adding Ready-to-use Business Processes

Happy New Year Ladies and Gentlemen – Gus Gonzalez here driving the CRM Tipping Truck today! One of the biggest additions to Microsoft Dynamics CRM 2013 is Business Process Flow and when you start using Microsoft Dynamics CRM 2013 you will notice that Microsoft has included three new BPF processes for you to understand how […]

Tip #39: Custom indexes in CRM Online

A little known secret for CRM Online users and a good reminder from Daniel Cai. If you’ve added additional search fields to your Quick find or other views, the underlying entity contains a large number of records, and the response time is slow, you might need a custom SQL index added to improve the performance. […]

Tip #32: Change your CRM Online URL

Stuck with a shortsighted choice of URL for your organization, like choosespain.crm.dynamics.com? Now you can easily change it in Office 365 Admin Center. Simply edit the URL and, if it’s available, it’s yours! Few things to be aware of: Old URL will be available for 24 hours after the change. Advise users of the new […]

Tip #31: You’ve got instance!

If you have a CRM Online with 25 or more paid Professional user licenses, your subscription includes additional non-production instance. Paid is a keyword here that excludes some types of subscriptions like Partner IUR (Internal Usage Rights) benefits. The other non-obvious step, as told by none other but our guest tipster Gus Gonzalez, is enabling […]

Tip #13: CRM Gustronomy – how to delete a field

One of my pet annoyances with CRM form editor in 2011 and 2013 has always been inconsistency in field handling. It is so easy to create a new field but impossible to delete one. Or so I thought, until MVP comrade Gonzalez showed me a very clever way to nuke a field. Instructions in a […]

Tip #7: Use In-Private Internet Explorer sessions to work in multiple CRM Online environments

Sometimes you need to work in multiple CRM environments simultaneously. For example, if you are moving customization from a development environment to a production environment. This can be somewhat difficult if you have environments that are both CRM Online, but use different Office 365 accounts. If you just open your browser and log on to […]