Tip #313: Change labels on composite controls

Composite Address

Mini truck stop, folks. That’s when someone asks a question and receives a very straightforward answer. No discussion, just business. Today’s Roles Inquisitive Interrogator: Feridun “Best Twitter Handle for CRM MVP” Kadir Pantomath: Adam “Hip Is The Best Source For The Answers” Vero Omniscient Narrator: Carsten “I Can Spell ‘Tipp’ ” Groth The Dialog I.I.: Does […]

Tip #312: Quickest way to add multiple fields

Texans are quick to draw, I hear. Today’s tip from Mitch “Texas Baby Oil” Milam just proves that. The absolute quickest method for adding multiple fields to a form is not dragging and dropping. It is double–clicking. Here’s how it works: Select the section within the form where the new fields will be placed. Using […]

Tip #310: CRM 2013 to CRM 2015 Upgrade Gotcha #1

SQL Server Reporting Services Connector Uninstall Warning

Thinking about doing an in place upgrade from CRM 2013 to CRM 2015? If so it isn’t just a matter of running the SetupServer.exe file. That is even assuming that your underlying infrastructure supports CRM 2015. One notification that you run into immediately is the pre-requisite to uninstall the CRM Connector for SQL Reporting Services. […]

Tip #309: Dynamics CRM Organizational Settings Editor

Export to Excel more than 10,000 records

Do you need to make changes in the deep reaches of your CRM configuration that aren’t available through the CRM administration panel? Well there is a solution out there on Codeplex that you can import into your CRM 2011/2013 environment as a managed solution. This utility allows you to edit your settings without the use […]

Tip #304: Security permissions for hierarchy visualization

If you upgrade to CRM 2015 and have custom security roles, those roles will not have permission to view the new hierarchy visualization. To add the permissions to your existing custom roles, use the Role Updater in the XRM Toolbox. Select the role you wish to update, then click “Next.” 2. Search for “Hierarchy” and […]