WARNING: Niche L400 tip ahead. tl;dr If you’re expect primary column name to be tablename + “id“, add an exception for systemuser and team tables – both will come back as ownerid in custom API. L400 If custom API has an output property of type EntityReference then, for example, for account (or any other “normal”) table, the […]
As discussed in 917, moving Users between Business Units can be difficult and, as Joel suggested in 935, a good option when setting up a new system is to add a child Business Unit from the outset and add all the Users there. In a recent implementation I did not do this (in my defence, […]
Dynamics 365 (and CRM before it) “remembers” the most recent form that a user accessed for each entity. If a user has access to more than one form in the Account entity, the next time he or she opens an Account record, they will see the form that they last accessed. The user can switch […]
So you have users that have a read only/limited user access type. But you want to have them use CRM for Outlook to provide consistent user interface with your other users for consistency in your training and user documentation. The problem, however, is that the configuration wizard for CRM for Outlook requires write access to CRM […]
In Dynamics CRM 2013 and 2015, if you use the opportunity line item (opportunity products) subgrid, when you click the + sign, you get the choice to add an existing product or a write-in product. But sometimes you don’t want users to use write-in products. If the users must sell something from the price list, […]
In a comment on Tip 211: When upgrading, don’t forget the team form, Pebo asked “what about the possibility for showing roles in subgrids of teams and user forms?” This is a great question, and we have an answer. First, you need to understand security roles in Dynamics CRM. There is not just one record for […]
Concerned about bleeding heart’s effects and decided to change your CRM password from pass@word1 to something a bit more robust? Nothing could be easier, right? Right, unless you are not an administrator and you have only CRM license assigned in which case instructions do not apply simply because mentioned menu is not there! “Easy”, say […]
If you are a solution provider, CRM consultant or ISV, most likely you provide support to end-users in some shape or form. That includes collecting bug reports and feedback from the users. Extend your solution and include one or two additional entities, starting, for example, with Product Feedback and Bug Report, so that users do […]
The CEO Business Manager security role in the CRM has broad rights, almost as much as the System Administrator Role. No matter how forcefully you are told, don’t give this role to the owner of the business who is probably also paying the bills. Why? Because most likely, this person is the one that was […]
As MVP’s we get a lot of unsolicited questions from some members of the community. Just so you know, as a method of practice, I do not respond to these and that also goes for some other members of the MVP community. Our recommendation, which will definitely get you better results than asking one person, […]
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