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In CRM for Outlook, sometimes when you click the “track” or “set regarding” button, you will get an error telling you that the action cannot be completed during synchronization. I’ve noticed that sometimes I see this when tracking from the Outlook 2013 inbox view, rather than tracking from an individual email form. If you see […]
Tip #161: ADFS vs Citrix for external access
When deploying Microsoft Dynamics CRM on premises, ADFS is the recommended approach for providing external access to the application. However, alternative methods, like Citrix and application virtualization can also be used. These alternative methods can do a good job of providing access to the core CRM web application, but do not provide full support for […]
Tip #158: If upgrading more than one version, recreate security roles
Let’s say you work for a company that uses CRM 4.0, you did not upgrade to 2011, and you now are moving to CRM 2013. If you use custom security roles (and most people do), I recommend recreating your custom security roles. Many new privileges were added in CRM 2011, and even more were added […]
Tip #157: Beware of the human factor
When you design your business processes in CRM, one red should be if the success of the process depends on a user taking an action in CRM. For example, if you are designing an approval process, and your process says “After approving the record, the approver is going to click “share” and manually share with the […]
Tip #156: Why doesn’t my real time workflow do anything?
So you create a real-time (synchronous) workflow, and when you test it out, it doesn’t do anything. Say you have a workflow that should fire when an opportunity status is changed to “Won,” but you close an opportunity as “won,” and nothing happens, and there are no errors. Most likely, you have the workflow definition […]
Tip #152: Update Rollup strategy post SP1
With the release of Dynamics CRM 2013 SP1, there are now two different versions of CRM 2013: 6.0.X (the original/RTM version) 6.1.X (CRM 2013 SP1) This means that there will now be two different update rollup streams. The next UR for 6.0 will be Update Rollup 3. The next UR for 6.1/SP1 will be Dynamics […]
Tip #151: What happens if you don’t install the SP1 updates?
After your organization is updated to SP1/CRM Online Spring ’14 update, platform enhancements and bug fixes are enabled, but the new customer service features and the new service management area in the Settings menu are not enabled until you go to Settings–>Administration and click “install product updates.” So what if you don’t use Cases and Queues? Do you need […]
Tip #150: Forms close after assigning records
After your organization is updated to SP1/Spring ’14 CRM Online update, you may notice a change in behavior when you assign records. Now, if you click the “assign” button on the form and assign to a different user or team, the form will close after you assign the record. If you don’t want the form […]
Tip #149: If you are missing the “Service Management” link after upgrading to SP1
After your Dynamics CRM 2013 organization is upgraded to SP1/Spring ’14 update, and you install product updates in the Settings–>Administration area, you should see a new link called “Service Management” in the Settings area. If you don’t see this link after you install the product updates, clear your browser cache or click CTRL+F5 If after […]
Tip #148: Simplify the customer lookup
In Dynamics CRM 2013 when you create a record such as a contact or opportunity that include the “Customer” lookup field that can resolve to an Account or Contact, and you type a company name in the customer field, you may get more results than expected. This is because when you type in the customer lookup […]