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.
When you’re trying to connect Power BI to Dynamics CRM by entering Dynamics CRM OData Service URL, you may receive an obscure message “Parameter validation failed. Please make sure all parameters are valid.” What Power BI is trying to tell you is that the license assigned to you is the Power BI freebie and not […]
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.
If you want to take advantage of an obscure Lookup Address feature when dealing with quotes or orders, you will find that the address lookup on that dialog looks very strange: first line is blank followed by the zip/postal code and city. In addition, how do you add multiple addresses to a customer record in […]
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 […]
With the exception of the Queen who, according to Oscar Wilde, “is not a subject”, subject entity has always been a subject for complaints. Simple search on Dynamics CRM Feedback site shows a long wishlist where people wanted to filter the subject tree, being able to type in subject lookup, have multi-lingual support, use it […]
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 […]
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 […]
Mini truckstop, the only remarkable thing about it that this time I was on the receiving end. I was helping a customer to get to the bottom of some strange behavior when I noticed this entry in the audit log: What. Is. That?! 10 minutes later after failed boogle-fu, I’ve reached out for help. About […]
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