CRM workflows always require an entity to run. But what if you’d like to create a child workflow but need more than one entity or additional parameters? For example, while identifying the business opportunities for a professional photographer, you may want to invoke a workflow called Book the ceremony that involves two people. Let’s assume […]
Tip #419: How to sign out from ADFS in one click
Single CRM installation is capable of hosting multiple organizations. As administrator, you probably have some test accounts handy to login as normal users. Many + many sometimes does not end up well: This is what you see when you do have an Active Directory login but it’s not mapped into this organization. “That’s cool”, I […]
Tip #416: You have OAuth token, now what?
You went through all the motions of authorization endpoints, return URIs, codes and whatsnot and finally got the magic mushroom authorization token. Now what? Option 1 Use HttpClient to send requests to the CRM endpoints, add authorization token to the header of every request: Once reply is received, go through the pain of manually parsing […]
Tip #414: If Bing does not show up
Sometimes we all can suffer from a bit of scotoma — inability to see things right in front of your eyes. Today’s tip is from Matt Johnson is a timely reminder. Looks like some default settings in CRM may be subject to change without a notice (and without us noticing). Recently we provisioned a CRM […]
Tip #412: CRM by proxy
tl;dr For CRM application proxying, load balancing and other magic like IP filtering, use Application Request Routing. To securely publish ADFS and CRM servers to the internet, use Web Application Proxy. Eye-watering details If you’ve been following our posts on inventive use of ARR, you know that this technique is specific to IIS. If you […]
Tip #410: How to create non-interactive user while saving foot from injury
Non-interactive users (available in CRM Online only) are defined as the users that “… can access the system but only through the Web service”. That makes them perfect for use as integration accounts. That and a small fact that they do not consume a CRM license (in quantities five or less). To create non-interactive user […]
Tip #399: All aboard! (CRM Online Onboarding Success Center)
You’d like to try out the best CRM in business but not sure where to start? Or you’ve already tried, liked it and would like to buy a subscription? Purchased already and not sure what to do next? The good news is that now there is a single place where you can find this information […]
Tip #398: Careful with those .js libraries
After denting his table, Mehmet “Sputnik” Ozdemir finally decided to use his call-a-friend card. The problem? After attaching this trivial piece of script to the birthday field one would reasonably expect to select a date and see that selected value (+local time) popping up in a box. Instead, the returned value was null. Sometimes but […]
Tip #397: Leave support user alone
Our little truck seems to be burning lots of rubber in the past few weeks. Latest stop – Dynamics CRM Group on Facebook. Albert “Chilli Crab” Han, a good friends of ours, awesome CRM trainer and equally awesome host, asks: I did a retriveMultiple on systemuser entity on my CRM Online trial account, I found […]
Tip #388: Shape the future of Dynamics CRM
Are you a Microsoft Dynamics CRM, Microsoft Dynamics Marketing, Microsoft Social Engagement, or Parature customer? Your mission is to contribute to the future of these products. To accomplish the challenge, please stop reading this blog for 20 minutes, and answer the call from CRM team. If you are both a customer and a partner, say […]