Sparkling new Unified Service Desk 2.1 is available for download. Good news: available solutions have been redone, renamed, improved and now make much more sense. Choose between vanilla, upgrade, CRM Web Client and Interactive Service Desk versions. That’s right, version 2.1 added a hosted control for ISH forms and the entire sample solution is built […]
Be nice to your network administrators. Really. They may be pain in the neck but they are the ones keeping the bad stuff out. If you install Dynamics CRM with all roles on one machine, it typically goes well and rarely requires fiddling with the firewalls. However, once you start splitting the roles, e.g. offloading […]
It is possible to install Dynamics CRM On-premises using SQL Server named instance. For most parts, the process is straightforward and no different from a “standard” installation except that you have to use server_name\instance_name notation when referring to SQL Server. But sometimes things don’t go according to the plan and this is what I learned: […]
If you have or are a multinational customer with the user base spread around the globe, CRM Online offers multiregional instances. It means you can keep your local data in the regional datacenter for performance, regulatory and corporate governance reasons. Your tenant needs to be enabled for multi-region deployment and you need to request this […]
This is a sweet lesson for all the lovers of the undocumented functions. On odd occasion yours truly is guilty of being lazy and choosing a shortcut worthy spießrutenlaufen. From time to time those fits of laziness come back hard. For a long time I’ve been using SaveAsCompleted internal function on a command bar for […]
No later than 2 days after publishing Gayan’s tip on dangers of moving Word templates between deployments, Tanguy “The XRM Toolbox” Touzard stepped in and automated the process as part of the XrmToolbox. It’s a first cut, a bit rough around the edges but you are more than welcome to jump in and fix whatever […]
I’ve already seen some articles about “Promote To Admin” button, new in Microsoft Dynamics CRM 2016 Update 1, explaining in details how this button makes admin life easier by allowing quickly grant a user System Administrator role. All of the articles miss one important function that this button allows you to do. The functionality we’ve […]
As you all know (or will know in a second), each entity in CRM has a logical name as well as a number (entity type code). In most places, names and numbers can be used interchangeably, e.g. when opening forms, views, dialogs and reports. While the name, guarded by the publisher’s prefix, does not change […]
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 […]
Not that SLA where you define level of service or support that your organization agrees to offer to a customer. The other one, where Microsoft puts their money where their mouth is when guaranteeing that your CRM Online will be up and running when you need it. Unlike some other providers.
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