Tip #935: Notifications for Dynamics 365 Online service updates

The following clarifies how and when users of Dynamics 365 Online are notified for service updates, such as patches and hotfixes. Notifications are not sent out for regular maintenance activities on servers, like security patches or OS updates, as there is no impact on the customer, their orgs or their environments. Notifications are sent out […]

Tip #930: Important changes to the Voice of the Customer installation process

Voice of the customer

A new version of the Voice of the Customer solution was recently released (v.9). The new solutions introduces some changes in the way the solution authenticates with CRM to improve security. To start the installation of the solution, the admin should log in to the Dynamics 365 Administration Center portal in Office 365. In the Administration Center portal, click on the […]

Tip #928: When CRM monthly charts won’t render

Just another pie chart

In Dynamics 365/CRM on premises, if you create a chart and group by month and find that it doesn’t render, you may need some additional SQL permissions. Database owner must have external access assembly/unsafe assembly permission SQL database Trustworthy property must be set to “on.” With these settings in place, your monthly grouped charts should render […]

Tip #927: Duplicates when merging

Merging illustration

When you merge two records you may receive the following cryptic message: A record that has the attribute value {1} already exists. The entity key {0} requires that this set of attributes contains unique values. Select unique values and try again What? Select where? That’s really confusing because the merge process is supposed to ignore […]