As we mentioned way back in tip #5, if you use CRM for tablets on an iPad, if you have a problem and need to capture an app trace log, you must connect your iPad to a computer running iTunes to view the log files. Apple has recently updated iTunes to version 12, and with that […]
You probably know about the Dynamics CRM Lync integration that allows you to see presence notification for contacts and users and allows you to click on a phone number to initiate a Lync call. But there are also additional integration points that are possible if you also use CRM for Outlook: Conversation tracking: Whenever you have […]
If you use CRM for Outlook and synchronize tasks with Outlook from CRM, what happens when a user deletes a task in Outlook? If the user is the owner and the task is not completed, the task is deleted from CRM when the task is deleted in Outlook. If the user is the owner and […]
In Dynamics CRM, settings like default currency, number of records per page of view, and email tracking options are stored in the MSCRM database as user settings. This means that a user manages these settings. There are supported ways of updating these settings via the SDK, but Microsoft does not provide a UI for administrators […]
I love the availability of vast amounts of low-cost online storage these days. Microsoft just bumped up my OneDrive to unlimited space, and DropBox is giving me one TB. This means that I can get whatever files I need from almost any device. So if you use a cloud provider as your primary storage medium, […]
If you want to totally remove the ability of CRM users to “Export to Excel,” you can remove the permission on the Business Management tab of the security role definition. This is good if you don’t want anybody exporting to Excel. But what if you don’t want to remove all Export to Excel, just remove it from […]
You have a field that you wish was a different data type. For example, you have an option set that you wish was a lookup field. Maybe the values in this list change frequently, and you want to have someone who is not a System Administrator be able to add/modify values in the list. But what about […]
I got an email from a CRM administrator who needed to update a field on a disabled user record; however, he was not an Office 365 admin, so he could not re-enable the user to make the change. Was there any way to update a field on a disabled user without having to re-enable the […]
The other day I was using CRM in a non production environment of CRM Online, and when I saved an account, I received a message from CRM telling me I did not have a CRM Online license. This was strange, because I was logged in successfully, and I didn’t have any issues doing anything else. […]
Dear tipsters, I find the personal queues in CRM (the queues starting with “<“) make the queues very cumbersome. We don’t use them. Can I disable them? Yes. Yes you can. Another option, if you have SP1 for 2013, is convert them to private queues. You will notice that for users created post SP1, the […]
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