In most deployments, users who need to manage customizations in an environment are granted the System Administrator or System Customizer role. This gives them the ability to create or edit entities, relationships, fields, views, charts, dashboards, the whole enchilada. But what if you want a nibble of the enchilada? Not all customizations carry the same […]
Tip #282: Why aren’t users in the sandbox?
You use CRM Online. you add a user in Office 365 and assign a CRM license to her. The user shows up in your CRM production organization users, but does not show up in your sandbox organization. What’s up? Most likely the problem is that your sandbox organization has a security group associated with it, […]
Tip #281: It all has to be SP1
If you upgrade from CRM 2013 to 2015, your CRM environment needs to be on 2013 SP1. ALL OF IT. So if you check your CRM server version and it is 6.1.X, you should be good, but what about the other components? What about the SSRS data connector? What about the email router? These items […]
Tip #278: Where did the users go?
So you set up a shiny new CRM 2015 environment, the first thing you want to do is add additional users. But where did the “Users” go? They have always lived in the Settings–>Administration area. Did they move? The answer is that Microsoft has moved users and user related entities (like security roles, teams, and […]
Tip #276: When nobody is an O365 Global Administrator
With CRM Online, adding users and managing organizations is performed via the Office 365 Administrator Portal. This has some great advantages, as you can perform organization maintenance on all of your organizations from a central location. This also means that managing CRM Online organization settings in Office 365 Admin Portal requires Global Administrator privileges. But […]
Tip #275: Uninstalling the MDM Connector
If you implement Microsoft Dynamics Marketing, Microsoft documents the process of installing the MDM connector. However, should you ever need to remove the connector, the instructions are not as clear. At a high level, the process of uninstalling the connector is: Be sure the connector queues are drained. Verify in Azure management portal that there are […]
Tip #274: Lookup fields in CRM for tablets
I recently wrote the book The CRM Mobile Survival Guide. In Chapter 5 I discuss how to configure Dynamics CRM to give users a good user experience when using CRM via the CRM for Tablets app. One thing I found while researching the book is that lookup field behavior in the tablet app is not […]
Tip #273: Maximum number of fields
Editor note: this tip only applies to Dynamics 365 on premise. Online has a 1,000 field limit per entity. CRM 2011 had a maximum of 1000 fields per entity in Dynamics CRM. CRM 2013 and 2015 have a maximum of 1023 fields per entity. How are you going to use your 23 more fields?
Tip #271: Edit FetchXML In Style
Have you ever been frustrated trying to work with FetchXML queries? Sure, you can create an advanced find and export the query, but working with Fetch can sometimes be tedious if you want to edit the query. Back in the CRM 3 and 4 days, there was a great FetchXML editor from Stunnware. However, that […]
Tip #268: Beware of the implications of “non searchable” fields
One of my favorite ways to improve usability of Dynamics CRM Advanced Find is to set the fields that are not being used to be “non searchable.” You can do this by either selecting the fields in customization and clicking “edit” or by using the excellent field property editor in the XRM Toolbox (thanks again […]