Tip #690: No field level security for alternate keys

Bunch of alternate keys

There were many people taking part in this discussion but I’m just going to take all the credit for providing the summary here. Contributors can claim the free drink from me when we meet.   If you are planning to use alternate keys to access CRM data, keep in mind that the fields with field […]

Tip #685: Support requests for your CRM Online customers

When the wheels are falling off

If your CRM Online customer is experiencing a problem, one of the options is to create a support request in O365 portal (hopefully before the wheels start falling off). As it turns out, there are customers and then there are customers. “Normal” accounts MSOLP accounts provisioned via O365, would have an option to create a […]

Tip #682: Resetting CRM Online production instance

Changing CRM Online instance type

Who in their mind would want to reset a CRM Online production instance?! How about a trial you have provisioned for a customer, then pushed CRM to the limits by trying out different combinations of the solutions and then accidentally acquired dependencies on 3rd party solutions that are now difficult to remove? Trial that has […]

Tip #681: Hunting down invisible timeouts

Hunting down timeouts

Application Request Routing (ARR) feature allows creating a reverse proxy front-end for your on-premises deployment. Web Application Proxy (WAP) is another (newer) kid on the block allowing DMZ deployments of CRM. We’ve been successfully using both for quite some time and they are way down on the list of suspects when things go wrong. And […]

Tip #680: No more excuses for not using SSL

Connection privacy error

We all know about the goodness of SSL. CRM Online and On-premises IFD deployments won’t work without it. However, when it comes to creating and consuming web services, people become incredibly lax about using SSLs and happy to transmit even confidential information using plain http. Excuse is usually down the “who needs this information anyway” […]

Tip #676: Keep your pants on and timestamps intact

Illusion of integrity

Let’s say you have a field that requires complex calculations that are impossible to express as a calculated field. For example, the requirement could be to figure out the “real” full name for a contact taking into account the country, ethnicity, contact’s preferences, their royal title, and a phase of the moon. The first reaction […]

Tip #674: Dealing with multiple search results in Unified Service Desk

Too many search results

Unified Service Desk has a concept of Entity Search, that allows you to store parameterized fetchxml and reuse this definition declaratively (say, in Windows Navigation Rules), or via DoSearch action of the Global Manager, or directly from your code. One aspect that Entity Search does not deal well with is the searches returning multiple results. […]