Yesterday I set up CRM for Outlook. My contact synchronization rule is set to get all active contacts (about 4,000), and yesterday they were all there, now today there are only about 600. I use Outlook synchronization. What should I do? Whenever I see weird contact synchronization behavior, such as contacts not synchronizing or synchronized […]
So you want to use folder tracking, but when you go to “Configure Folder Tracking Rules,” you don’t see any of your folders. Check your security role–on the “Business Management” tab, verify that the role has user-level create, read, write, delete, and append privilege for “Mailbox Auto Tracking Folder.” Also, verify that folder tracking has […]
If you use hierarchy security, you should be aware that it will grant visibility to user’s personal views to their managers (or superior positions). This means that a manager may have many more personal views show in his or her view list, and users should be advised not to create views with names like “Accounts my […]
As reported in the Dynamics forum, there are known issues with upgrading CRM On Premises to CRM 2016 SP1 if you have full-text indexing enabled. You will get the following error: System.Data.SqlClient.SqlException: Cannot drop index ‘cndx_PrimaryKey_OpportunityProduct’ because it enforces the full-text key for table or indexed view ‘OpportunityProductBase’. Various posts include SQL scripts to remove […]
Last week at the Hitachi Solutions Customer Conference, I lead a session about Server-Side Synchronization. One attendee asked me about an issue he was seeing where mailboxes would not stay enabled. The following process has helped improve stability in other environments I’ve worked in, and it might help you as well if you face a […]
The first time you launch immersive Excel (also known as open in Excel Online) in a browser, you will get the following dialog: The problem is, in some browsers (like Edge on Windows 10), hitting the X does nothing. To make this dialog go away, click the “Don’t show me this again” checkbox, then refresh […]
Recently, SharePoint has announced the removal of code-based sandbox solutions in SharePoint Online. As a result, the CRM SharePoint list control will stop working on November 30, 2016. Here are details from SharePoint’s blog post: As part of the removal process, activation of new code-based sandbox solutions, as well as updates of existing solutions are […]
When trying to update a record with a workflow, you may find some fields are grayed out on the form and cannot be updated, even if the field is not read only on the form. This can happen when a field is on the form multiple times. Go to the first instance of the field […]
In Tip 711 we reported an issue with merging records when the owner of one of the child records had administrative access mode set on their user record. Today the AAM monster struck again. When configuring the CRM email router, you configure a deployment profile to connect to Dynamics CRM. If you use a user login […]
Scenario: A user initiates the installation of the Lightweight Outlook App in Dynamics CRM 2016, and it never finishes installing. If your Outlook App installation seems stuck after several hours or multiple days, the solution is to test and enable the mailbox for server side synchronization. After re-running the Test and Enable process, the lightweight Outlook […]
of the