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 […]
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 […]
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. […]
Admit it: when you create a new workflow, one of the first actions is to set the scope of the workflow to Organization. After all, when something changes, or new record is created, we want apply our business rules across the board, right? Most of the time you’d be correct. But this is an opportunity […]
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, […]
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 […]
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 […]
CRM is very good at securing data but there is no way to control visibility of the system views for the end-users. There are good reasons why would anyone want that: Systems grow over the time and it’s hard to control retirement process for old views, especially for large implementations. As a result, list of […]
We’ve been hopelessly late with our daily tips this week and for a good reason – CRMUG Summit in Tampa, Florida. CRM Medic booth is one of my favorite parts of the summit; whenever one feels like dealing with another puzzle, just don a white coat and listen. Ed G complained that his Subject tree […]
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 […]
of the