Tip #420: If your child workflow needs more than one entity

Gaytime Multipack

CRM workflows always require an entity to run. But what if you’d like to create a child workflow but need more than one entity or additional parameters? For example, while identifying the business opportunities for a professional photographer, you may want to invoke a workflow called Book the ceremony that involves two people. Let’s assume […]

Tip #419: How to sign out from ADFS in one click

Incorrect login

Single CRM installation is capable of hosting multiple organizations. As administrator, you probably have some test accounts handy to login as normal users. Many + many sometimes does not end up well: This is what you see when you do have an Active Directory login but it’s not mapped into this organization. “That’s cool”, I […]

Tip #418: 3 ways to find the blocking attribute

Shan “Smoke ’em” McArthur wonders during another mini truck stop if there is any way to find a blocking attribute using nothing but its id. The error message usually looks like this: A managed solution cannot overwrite the Attribute component with Id=e7840116-dead-beef-a5e5-8b5cb27e9509 for the CRM org noneofyourbusiness.crm.dynamics.com That said, I have no way of looking […]

Tip #415: When deleting email enabled entities

If you remove a custom entity that is email enabled (allowing it to be selected as email recipient), you may run into the following issue after the entity is removed. When going to an account and selecting the “Activity” tab of the activity/social pane, the following error appears The trace log will reveal an error referencing the OTC […]

Tip #412: CRM by proxy

tl;dr For CRM application proxying, load balancing and other magic like IP filtering, use Application Request Routing. To securely publish ADFS and CRM servers to the internet, use Web Application Proxy. Eye-watering details If you’ve been following our posts on inventive use of ARR, you know that this technique is specific to IIS. If you […]

Tip #411: The New Dynamics CRM LinkedIn Integration

LinkedIn recently released a new Dynamics CRM integration for LinkedIn Sales Navigator. This solution allows users to send InMail directly from Dynamics CRM and access company and profile data from CRM accounts, leads, and contacts. Download the managed solution Get the installation guide Read Bob Stutz blog post announcing the integration What you need to know […]