Tip #764: How to customize schedule board slots

UPDATE 03-JUL-2018 Following the discussion in the comments section: since version 8.2 customized booking doesn’t apply when using the schedule board daily, weekly, or monthly views. The good news is that this feature is on the roadmap! Original tip Schedule board is one of the centerpieces of the Dynamics 365 for Field Service (yep, that’s […]

Tip #762: Good news for Campaign Monitor fans


We rarely if ever post vendors news but considering the official demise of Dynamics Marketing, this one is hard to ignore. We’ve long been a big fan of Campaign Monitor, the (proudly Australian) vendor very much focused on helping to create beautiful and actionable emails “your customers can’t ignore”. And they just announced integration with […]

Tip #761: Script error in main.aspx on line 1


When creating fine-tuned roles for restricted access to your Dynamics CRM deployment, be very careful about privileges granted on Customization tab in role editor. Some of the privileges are easy to overlook and, if not granted, that can break the user experience. What I learned today is that CRM is very sensitive about Process privileges. […]

Tip #759: Create a persistent backup of your instance

Clock is running out latte

Now that you’ve mastered the backup and restore for your CRM Online organization, you may be wondering, now what? Backups are only held for three days, that’s not very useful, is it? Well, actually, it is. These transient backups are very useful if you perform some scary-looking update to your production instance. But more importantly, […]

Tip #757: Passing enumerated values to Web API

Passing values

Shiny Dynamics CRM Web API has a number of useful functions that you can call using simple GET. Like ubiquitous WhoAmI: https://notarealorg.api.crm.dynamics.com/api/data/v8.1/WhoAmI, nifty RetrieveOrganizationResources: https://stillnotarealorg.api.crm.dynamics.com /api/data/v8.1/RetrieveOrganizationResources, or canny RetrieveDataEncryptionKey: https://yesthisisarealorg.api.crm.dynamics.com/api/data/v8.1/RetrieveDataEncryptionKey. Some of these functions require parameters and documentation how to pass parameters is available. Except that the documentation does not explain how to deal with […]

Tip #755: Logs grow rapidly if audit is enabled on mailbox entity

Wafer thin mint

Be careful when enabling auditing on the Mailbox entity. As Jukka “Kalsarikännit” Niiranen has discovered after analyzing why one of the instance consumed disproportional storage: “It all looked fine at first, but looks like at some point the sync process had started to update the exchangesyncstatexml field with new data every few minutes. [This] field […]

Tip #751: When only some views fail

Square wheel fail

Symptom Users can freely access entity records in some views but not the others – instead they receive the following error: You do not have permission to access these records. Contact your Microsoft Dynamics CRM administrator. Solution Check that the views that generate “access denied” error do not include fields from the parent entity users […]