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 […]
Tip #654: Use the XrmToolbox to copy templates
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 […]
Tip #652: Promote to admin explained
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 […]
Tip #651: Copying word templates between CRM deployments
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 […]
Tip #650: The real role to manage Dynamics CRM Online
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 #649: CRM Online has SLA
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.
Tip #648: Are you Power BI Pro?
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 […]
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 #645: Name that address
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 […]
Tip #643: Role to manage Dynamics CRM Online
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 […]