Tip #447: To filter or not to filter – functional view

This seems to be the week of unsupported tips. I know, we said it before: Swim between the flags, and Use filtered views even if you use stored procedures. But what do you do if this particular report’s query is a monstrosity, adding custom indexes don’t help, and any attempt to restructure it just makes […]

Tip #446: How to avoid overwriting audit and duplicate detection flags

Audit On/Off

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 […]

Tip #146: Geo-restrictions for your CRM

One of our customers challenged us with a very specific requirement to limit access to their CRM to the users located in Australia. It’s always good to remember that CRM application server is a very sophisticated but a web site nevertheless and for a web site, we can use ipSecurity element in web.config that defines […]

Tip #134: How to block click-to-call in CRM

People would like to have an option to switch click-to-call functionality off. Unfortunately, none of the suggestions is going to work. Why? Because this functionality relies on URL protocols skype: (for Skype) and tel: (for Lync). You can try fooling the system by deregistering protocols, fiddling with the registry, disabling addins, blocking addins, directing to […]