Tip #113: The token doesn’t have to be at the end

If you use Microsoft Dynamics CRM for Outlook to automatically track incoming messages, you probably are familiar with the tracking token option. This puts a token code at the end of the email subject, such as “Important message CRM:00061188.” When someone replies to the message, CRM for Outlook will automatically track the response, so you […]

Tip #112: Beware of the impact of server sync on importing organization backups

Consider this scenario: You have server synchronization enabled in your Microsoft Dynamics CRM production environment. You back up a copy of your _MSCRM database and import in to your development server to create a refreshed development environment. After you import the organization and update the encryption key, the organization will immediately begin synchronizing with your […]

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 #109: Manage CRM documents and attachments when working from an iPad

So you’ve joined the modern world and are using CRM exclusively from an iPad. No more heavy laptop to tie you down. Once the thrill of being mobile wears off, you are struck with the realization, “How am I supposed to save documents and attachments to CRM?” While you have nearly full CRM functionality from […]

Tip #108: CRM 2011 External Connector License – Its not a paper weight

CRM 2011 to 2013 License Mappings

Did your firm acquire an External Connector License for your CRM 2011 OnPremise instance? Back in the days before CRM 2013 if you created a portal that customers, partners, vendors could use to connect to the CRM system via the custom API then you needed to buy the EC license. Alternatively, if you happened to […]

Tip #107: Use metadata browser to find status reason

While working on the solution for stuck emails, I needed values for various status reasons for email entity to intelligently hide/display RESEND button depending on email record status. Quick look in local SDK help yielded zilch. Online version – bupkis. Hmmm, I do remember metadata pages in 2011… Ah, here it is and, indeed, there […]

Tip #106: Resend stuck emails

Resend button for emails

We use email router to send outbound CRM emails via Office 365 accounts. In our configuration email router is set to use user’s credentials, i.e. we need to enter our O365 passwords in user settings in CRM. When password in O365 expires, people (read: me) simply forget to adjust passwords in CRM, especially those for […]

Tip #105: Can I remove SQL SysAdmin and Local Administrator permissions

A question that is frequently raised in large enterprise deployments of Microsoft Dynamics CRM is can the local administrator and SQL SysAdmin permissions be removed from the installing user after the installation. The answer is “yes, but…” Yes, you may remove these permissions after the installation is complete. The user who performed the installation will […]