Tip #667: Return from the Land of No Return

Wherein we learn to disable the Notes, Activities, Connections, Feedback, Queues, And/Or change the “Ownership” model option on a Custom Entity. Why do I Care? Recently I received a solution file where EVERY custom entity had been created with ALL the default options enabled. Even entitles that serve only as simple “lookup” lists had Notes/Activities/Connections/Feedback […]

Tip #666: Don’t break the law with the portals

Don't be evil by sending promotional SMS

I rarely read terms of service but something jumped at me when trying to install the portal solution: The license terms for the Online Service apply to your use of this supplement, except as follows: Customer is explicitly prohibited from using the supplement to design and transmit promotional SMS messages either via the Twilio integration […]

Tip #663: Turbocharge your CRM to Power BI Connection!

Turbocharge your PowerBI Connectivity to CRM – Amaze your friends and strangers! Working in a hardened bunker deep on the mysterious island of “Advanta”, the Microsoft CRM team’s top scientists have unleashed a powerful new API for connecting to CRM. It’s known only by the secret codename “Instance Web API” and today your semi-humble tipster […]

Tip #662: USD 2.1 supports Interactive Service Hub but may stumble over popups

USD 2.1 Interactive Service Hub

Sparkling new Unified Service Desk 2.1 is available for download. Good news: available solutions have been redone, renamed, improved and now make much more sense. Choose between vanilla, upgrade, CRM Web Client and Interactive Service Desk versions. That’s right, version 2.1 added a hosted control for ISH forms and the entire sample solution is built […]

Tip #661: New and Improved PowerBI Content Packs

Dynamics CRM Power BI Content Packs

PowerBI and Dynamics CRM are an up and coming celebrity “power couple” – they’re seen in all the trendiest places and news about them is reported widely. That said, it came as a surprise to many that Microsoft quietly overhauled the existing Dynamics CRM Sales Content Pack and added a brand new Service Manager Content […]

Tip #660: Talk to your network administrator if you split Dynamics CRM server roles

Messy network

Be nice to your network administrators. Really. They may be pain in the neck but they are the ones keeping the bad stuff out. If you install Dynamics CRM with all roles on one machine, it typically goes well and rarely requires fiddling with the firewalls. However, once you start splitting the roles, e.g. offloading […]

Tip #659: Installing Dynamics CRM on a named SQL Server instance

I don't trip

It is possible to install Dynamics CRM On-premises using SQL Server named instance. For most parts, the process is straightforward and no different from a “standard” installation except that you have to use server_name\instance_name notation when referring to SQL Server. But sometimes things don’t go according to the plan and this is what I learned: […]