Tip #275: Uninstalling the MDM Connector

If you implement Microsoft Dynamics Marketing, Microsoft documents the process of installing the MDM connector. However, should you ever need to remove the connector, the instructions are not as clear. At a high level, the process of uninstalling the connector is:  Be sure the connector queues are drained. Verify in Azure management portal that there are […]

Tip #272: How to shoot yourself in a foot with the Edit button

Our next tip for CRM 2015 comes from Jim “Sourdough Master” Steger and continues nice tradition of warnings against premature actions in Dynamics CRM. When creating a Rollup or Calculated Field, be sure to have all of the information for the field out to your satisfaction BEFORE you click the Edit button to configure the […]

Tip #270: Close Appointments from Outlook

We recently posted a tip about how non completed tasks are deleted from CRM if the owner deletes the task in Outlook. The same applies to non “closed” appointments. The problem is, for Outlook users, there is no “close appointment” button in Outlook. The user must open the Appointment in CRM to close the appointment […]

Tip #269: Server Sync and View in CRM

Users have reported that after moving to Server Sync, CRM for Outlook no longer enables the View in CRM and Convert buttons for tracked activities. This is a known issue. The good news is Microsoft has recently published the KB article for Update Rollup 2 for CRM SP1, and this issue is slated to be […]

Tip #268: Beware of the implications of “non searchable” fields

One of my favorite ways to improve usability of Dynamics CRM Advanced Find is to set the fields that are not being used to be “non searchable.” You can do this by either selecting the fields in customization and clicking “edit” or by using the excellent field property editor in the XRM Toolbox (thanks again […]

Tip #267: If form load is slow, take this pill

IIS 8 performance settings

Gayan “Not Daddy” Perera is a man of few words when it comes to squeezing the last bit of performance out of on-premise installations. Succulent and straight to the point: If you’re running CRM 2013 on-premise using IIS 8, make sure to go into the IIS Manager > Configuration Editor then select system.web\caching\outputCaching, set omitVaryStar […]