Your CRM deployment is on premises, as is the rest of your IT infrastructure and services, and your bosses cannot be persuaded to consider Office 365, CRM Online or Windows Azure even for a second. That means you know the pain of discovering that some of the on-premises services, like AD FS, are lagging behind […]
Tip #670: If activities disappear, take this pill
We’ve had one of the users reporting a really bizarre issue – all his activities have simply disappeared from CRM. The user was synchronizing with Outlook and activities are still present in the mailbox with Regarding field empty. Thanks to Adam “Human Bing” Vero, the behavior is no longer a mystery but rather an annoying […]
Tip #669: Organizing Unified Service Desk development environment
This is for folks who write code as part of their jobs and for whom USD stands for Unified Service Desk and not United States Dollar. If you’re developing custom hosted controls, the easiest way to ensure that the version is correct and all dependencies are included is to set up USD program folder as […]
Tip #666: Don’t break the law with the portals
I rarely read terms of service but something jumped at me when trying to install the portal solution: The license terms for the Online Service apply to your use of this supplement, except as follows: Customer is explicitly prohibited from using the supplement to design and transmit promotional SMS messages either via the Twilio integration […]
Tip #662: USD 2.1 supports Interactive Service Hub but may stumble over popups
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 […]
Tip #660: Talk to your network administrator if you split Dynamics CRM server roles
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 […]
Tip #659: Installing Dynamics CRM on a named SQL Server instance
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: […]
Tip #656: Dynamics CRM Online is truly global with multi-regional deployments
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 […]
Tip #655: Defensive use of undocumented functions
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 […]