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 […]

Tip #750: Better diagnostics for CRM for Outlook

Ultimate diagnostics tool

CRM for Outlook is one of the main components driving the adoption of Microsoft Dynamics CRM365. But it could be temperamental at times. SaRA, Office 365 Support and Recovery Assistant, that we mentioned previously, has been greatly enhanced and now includes the following features: Verifying CRM for Outlook is the same major version as your […]

Tip #746: Bring in the specialist

Workflow auto bringing the specialist

Washing car on weekend is something that everyone can do on their own. Probably. But if some serious cleanup is required, one’s better off calling Mr Wolf. Same goes for complicated cases in customer service. If you run a secure shop that deals with the cases that include sensitive or personal identifiable information, then security […]