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Way back in Tip 226, we talked about the sitemap privilege tag that can be used to hide sitemap subarea links for users that don’t have a specific entity permission. One thing that you should know is that the privilege tag is not honored by Dynamics CRM mobile apps. The rule of thumb is that […]
Tip #465: Learn how Outlook and Exchange synchronization works
In Tip 435 we mentioned the old CRM 4.0 synchronization whitepaper as an “oldie” but still valuable whitepaper. Great news! This whitepaper has been updated. the all new “how it works” whitepaper. The CRM team has done a great job of documenting the way that synchronization works, including clarification on how deletes are handled, and […]
Tip #457: Get your icons here
When adding custom entities to Microsoft Dynamics CRM, adding icons for you entities is an important fit and finish detail. However, finding the right icon in the right size can sometimes be a challenge. Here are two of my favorite resources for finding flat icons that generally look good in CRM 2015. www.flaticons.net Includes 2,500 […]
Tip #455: Upgrading CRM? Use server side Sharepoint
In case you missed it, with CRM 2015 update 1 (and later), server side SharePoint integration is supported for CRM online customers with SharePoint on premises. One additional detail you should not miss is that the grid control is now deprecated. This does not mean that it won’t work, but that it will be taken […]
Tip #445: How to Excel in CRM like Captain Redlaces
Captain Redlaces Sewell reports that there is an issue in CRM 2015 update 1 when exporting to Excel. If you open the file directly from CRM, the table will not be correctly formatted. What you need to do is save the document, then open the document from the save location. But do not to use […]
Tip #441: Errors when sorting views on mobile
Recently Scott “Comandante Redlaces” Sewell noticed that when he was using CRM for Tablets and clicked on a view column to sort, the app returned an error. Thanks to Tanguy “Toolbox” Touzard’s suggestion, it was determined that the error was caused by having the view sorted by more than one column. After reducing the number […]
Tip #439: Prevent duplicate Outlook contacts
Frequently in the various CRM forums, someone will ask a question about how to prevent getting duplicate contact records in their Exchange/Outlook contacts when using CRM for Outlook. There is no magic answer to totally avoid outlook contacts getting duplicated. One of the best things you can do is use server based Exchange synchronization rather […]
Tip #437: Should I create private notes in CRM?
Generally, no. Occasionally I will come across a requirement to allow for some CRM notes to be private and only readable by the person who creates them. In my opinion, this is generally a bad idea. In CRM 2013 and 2015, the user interface for notes does not allow users to open the note form. […]
Tip #435: Oldies but goodies
The Dynamics CRM team has done a great job of producing documentation for CRM 2015. The ebook and video library are top notch. But there are still some classic whitepapers that you should keep in your library. The following are my three favorite classic whitepapers that I still refer to on a regular basis: Offline […]
Tip #434: Recommended security for queues
CRM 2013 SP1 introduced private queues, but the private functionality only works correctly if your user security role permissions are set correctly. The recommended security role settings is: BU level read permission for queues Append To privileges for queues. If users still see other user’s queues or other queues that you don’t want them to, then set all […]