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One of our customers challenged us with a very specific requirement to limit access to their CRM to the users located in Australia. It’s always good to remember that CRM application server is a very sophisticated but a web site nevertheless and for a web site, we can use ipSecurity element in web.config that defines […]
Tip #144: Restrict AD browsing when adding new users
If you are a hosting provider or a security-conscious administrator managing multiple CRM deployments then you’d like to avoid exposing entire Active Directory when user with appropriate permissions clicks New Multiple Users and then opts to browse all trusted domains and groups. There are some unsupported methods as well as supported C# code to achieve […]
Tip #137: Find another use for fiscal settings
You may have wondered what to do with all fiscal periods when they are not used by the business. Turns out, they could come really handy for crafting some advanced views. Just yesterday I needed to find in our CRM all past time entries excluding current month, that have not been invoiced yet (of course, […]
Tip #135: What to check if on-disk plugin registration fails
Registering plugin on disk has its benefits but can be tricky business. Plugin registration tool that comes with SDK is very coy about the errors and display the following message (in the log section of the form): ERROR: Occurred while checking whether the assembly exists You can opt to see more details about fault exception […]
Tip #134: How to block click-to-call in CRM
People would like to have an option to switch click-to-call functionality off. Unfortunately, none of the suggestions is going to work. Why? Because this functionality relies on URL protocols skype: (for Skype) and tel: (for Lync). You can try fooling the system by deregistering protocols, fiddling with the registry, disabling addins, blocking addins, directing to […]
Tip #131: Test CRM for Tablets from CRM not for Tablets
Following a cool tip about testing CRM for Tablets from my fellow tipster Joel, I figured that if anyone knows your URL and orgname, it’d be your CRM organization and it should be possible to run this test from inside any CRM organization without trying to memorize ngas and orgnames or remember to login before […]
Tip #125: The wait is over
This week has all been about workflows and waiting. To finish it off, we’d like to present a short video demonstrating how to schedule a long running process (sending anniversary gifts to contacts in this case) without creating a bunch of forever waiting workflows. It’s done by using wonderful solution by Lucas Alexander. We also […]
Tip #124: But wait, there is more
Despite of what we said earlier this week, wait can be a very powerful instrument. My fellow tipster Joel suggested in his last tip some fine tuning when it comes to wait: Combine waits and check condition. So you have a process that emails a customer service representative three days after the case is open. […]
Tip #123: Waiting for Godo in CRM workflows
This week’s tips all seem to be about workflows and here is an old favorite of mine. I always found it interesting how non-intuitive wording around Timeout condition pushed majority of developers to use rather convoluted but easier to read and understand Wait conditions when a workflow needs to be paused for a fixed duration. […]
Tip #119: Help me – help you
When CRM users see the infamous Microsoft Dynamics CRM has encountered an error dialog, they often select the option to send error report and honestly believe that system administrators, support, developers, all of the above will be getting a copy of the report that contains exact steps how to solve the problem. Explain to your […]