Tip #943: Upgrading development environment to Dynamics 365 On-premises

Dont panic and carry a towel poster

Today’s contribution is “an old school on-prem tip” from Brian Illand. Despite the marketing hype around Dynamics 365 being a whole new product, remember that it is a ‘minor’ upgrade from Dynamics 2016 to Dynamics 365 On-Premise. Dynamics 2016 is v8.0/8.1 and Dynamics 365 is Version 8.2. So, ‘theoretically’, there is a lower than usual […]

Tip #937: Flush that portal cache

Royal flush

When I’ve got the tip email from Kevin Ingrey, my first reaction was “Groan… Not the portal cache again!” Didn’t we beat the cache refresh for the portal to a pulp in Tip 740 and Tip 784? Looks like we did but obviously not to death. Latest news in the portal science: append /_service/about to […]

Tip #919: How to deal with pending alternate keys that fail

Piano keys

We did write about pending alternate keys in tips 894 and 894 + 3 and that it’s easy to reactivate the pending keys using solutions UI in Dynamics 365. However, as David “Xrm.Tools” Yack reports, sometimes pending keys are really stubborn and pressing Create Index generates very introspective and philosophical “Exception: Event failed due to […]

Tip #918: CRM/SharePoint integration failure

Epic fail

Today’s tip comes from Sean Shilling. (Send your tip to jar@crmtipoftheday.com) We were configuring Document integration for CRM on premises 2015 (partner hosted) to SharePoint. After adding the Sharepoint site, setup failed for all entities. The problem was related to the service account used by the Dynamics SharePoint integration. The same service account that is […]

Tip #904: Portal refresh, change notification, and reset button

Time for a change

Portal, change notification and reset button walk into a bar… We did discuss portal refresh previously and the topic seems to have been closed. But some users have reported that, despite all of the correct settings, portal cache refresh just was not working as advertised and the only solution to make the changes visible was […]