Tip #537: Removing O365 global administrators

When you assign an O365 user a Global Administrator role, and this user is assigned a Dynamics CRM license, system will automatically assign a System Administrator role to that user. If later on Global Administrator role is removed, the system will also remove a System Administrator CRM role regardless whether it was automatically or manually […]

Tip #536: CRM Online, SharePoint On-premises and OneNote walk into a bar

OneNote

There seems to be a theme here, at CRM Tip of the day, with trios of various components walking into refreshment establishments. On this occasion, it did cost me a few hours of mouse-bending investigation. Enjoy the summary. As we mentioned before, if you carefully followed the steps to configure server-based authentication for Dynamics CRM […]

Tip #534: Product Bundles

Product bundles is a feature that was added in Dynamics CRM 2015. Bundles addressed some of the major limitations of the old “kit” feature. It allows you to create product bundles that combine multiple products with various quantities, allowing users to add configured bundles to quotes, opportunities, and orders. The biggest improvement over the old […]

Tip #533: Tipster guide to automatic record creation in Dynamics CRM

Hey, it’s Friday and our video dude is back from the brink. With many new service related features on the horizon, we take some time to refresh knowledge on current service features. In this video we show you how to use Dynamics CRM’s Automatic Record Creation feature. This can be used to create CRM records […]