Dynamics CRM recently released an updated Dynamics CRM for Phones app as part of the Spring Update 1. It’s Friday and it’s time for a video walk-through. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas […]
WSDL is your best friend when you’re dealing with non .NET clients, e.g. Java, that need to talk to CRM. Historically, it’s always been a 2-step process: Hit https://crm/XRMServices/2011/Organization.svc?wsdl and get a very small file back usually containing the line Hit https://crm/XRMServices/2011/Organization.svc?wsdl=wsdl0 and get a complete file containing full definitions. Starting from CRM 2013 (or, […]
Recently Scott “Comandante Redlaces” Sewell noticed that when he was using CRM for Tablets and clicked on a view column to sort, the app returned an error. Thanks to Tanguy “Toolbox” Touzard’s suggestion, it was determined that the error was caused by having the view sorted by more than one column. After reducing the number […]
As you probably already know, Dynamics CRM has its own “installer” for the solutions, called Package Deployer. The package folder and assembly are usually distributed in the shape of a zip file that needs to be extracted and then used either with Package Deployer executable or installed using PowerShell. As documented. Usually it all goes […]
Frequently in the various CRM forums, someone will ask a question about how to prevent getting duplicate contact records in their Exchange/Outlook contacts when using CRM for Outlook. There is no magic answer to totally avoid outlook contacts getting duplicated. One of the best things you can do is use server based Exchange synchronization rather […]
It’s Video Friday again. After setting up and configuring Office 365 Groups last friday, now it’s time to start using them. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to firstname.lastname@example.org.
Generally, no. Occasionally I will come across a requirement to allow for some CRM notes to be private and only readable by the person who creates them. In my opinion, this is generally a bad idea. In CRM 2013 and 2015, the user interface for notes does not allow users to open the note form. […]
tl;dr Longer Had an awesome Skype conversation with the customer while driving sitting in a parked car with the engine switched off, parking brake applied and keys out of ignition. Here’s my thousand words’ version.
The Dynamics CRM team has done a great job of producing documentation for CRM 2015. The ebook and video library are top notch. But there are still some classic whitepapers that you should keep in your library. The following are my three favorite classic whitepapers that I still refer to on a regular basis: Offline […]
CRM 2013 SP1 introduced private queues, but the private functionality only works correctly if your user security role permissions are set correctly. The recommended security role settings is: BU level read permission for queues Append To privileges for queues. If users still see other user’s queues or other queues that you don’t want them to, then set all […]