Tip #650: The real role to manage Dynamics CRM Online

Role playing game

Few days ago we explained how to give your O365 users ability to manage CRM Online features but without being a Global Administrator. O365 admin portal UI gave us Service administrator role. We suspected it’s too much but decided to let it go for the sake of simplicity. Thanks to the insight from Hans Worst […]

Tip #646: Illustrated guide to entity creation in Dynamics CRM

Spießrutenlaufen is everywhere. Even fundamental actions like creating a new entity in CRM are subject to irreversible hasty choices that we all come to regret later. Introducing CRM Tipsters Illustrated Guide to Entity Creation in Dynamics CRM. Download a full size image or a hi-res PDF version.

Tip #643: Role to manage Dynamics CRM Online

Manage the CRM Online instance

When a user opens Dynamics CRM Online instance manager (https://port.crm[0-9].dynamics.com/G/Instances/InstancePicker.aspx), they see the instance selector if there is more than one instance available but nothing else. The only option is to select the instance and click Open button. What if you want user to be able to manage CRM Online features but without being a […]

Tip #640: What happens if you don’t map all users

Must map system administrator

tl;dr Nothing fatal. You can relax. Details When organization database is restored and then imported into CRM Server, one of the wizard steps is the mapping dialog. The only requirement is to map your user account into at least one enabled user with system administrator privileges. That makes sense – we don’t want to end […]

Tip #639: I shall call him Squishy

I shall call him Squishy

Selecting a good name for an organization in CRM On-premises has always been a challenge especially when you automate provisioning of your CRM organizations. At least one would hope that the chosen name would stick. However, our special correspondent Mehmet “Sputnik” Ozdemir reports from the trenches that organizationid and name fields in the organization entity […]