Tip #99: Remember when your certificates expire

I will occasionally get the frantic “CRM is down” call from clients, and for on premises users, one of the most common reasons is expiring SSL certificates. If you just deploy CRM without claims authentication, when your CRM SSL certificate expires, CRM will still work, but users with receive a certificate error. However, if you […]

Tip #96: Reset temporary internet files after update rollup

Last week, most CRM Online organizations were updated to version 6.0.2.43 (update rollup 2). A number of users have reported after their environments were updated that users received error messages like the following Error log text <ErrorDetails xmlns:d2p1=”http://schemas.datacontract.org/2004/07/System.Collections.Generic” /> <Message>System.ServiceModel.Security.SecurityNegotiationException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #D359011E</Message> <Timestamp>2014-03-21T12:24:39.6093808Z</Timestamp> […]

Tip #95: Track emails using Forward Mailbox

CRM MVP Jukka Niiranen recently posted a great post covering the difference between activity tracking and synchronization in Microsoft Dynamics CRM. This is a frequently misunderstood topic, and Jukka does a fantastic job of explaining how tracking from Outlook gets the email into CRM, and synchronization updates activities automatically once the activities are in CRM. So if […]

Tip #88: Duplicate activities in CRM 2013

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. If you use Microsoft Dynamics CRM 2013 and have seen activities like appointments being duplicated, the following may be the cause. If you create an appointment and change the […]

Tip #87: Somebody needs to own it

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. One great question was how should you deal with issues that can be a problem for any enterprise system, such as performance, poor user adoption, duplicate data, and other […]

Tip #86: Publish Duplicate Detection Rules

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. One question was asked about preventing duplicates in CRM 2013. As you may know, Microsoft Dynamics CRM 2013 no longer includes the duplicate detection dialog on the form that […]