of the
So your CRM Online test environment is scheduled to be upgraded to the Fall 2014 (CRM 2015) release next week. To get ready for it, you log in to the Office 365 console and refresh the organization to ensure that a current copy of your production environment gets upgraded to get a realistic test of […]
Tip #302: Optimize CRM by updating statistics and reorganizing indexes
Another SQL nugget from Gayan “Mr Performance” Perera: If you’re running CRM (any variant) on-premise you can optimize the speed of the system by setting up two management jobs inside SQL. First, update statistics of the organization_MSCRM database every day (outside business hours). Second is to reorganize the indexes of the organization_MSCRM database every 2-4 […]
Tip #299: Schedule CRM on premise reports
Jim “Sourdough Master” Steger sent us a fresh reminder that, despite all the advantages of CRM Online deployments, on premise installations have a few aces up their sleeves when it comes to reporting, and here is one of them: Don’t forget about the ability to schedule SQL Server Reporting Services (SSRS) reports when using CRM […]
Tip #292: Licenses minimus
According to the screenshot, Feridun “The Fifth Beatle” Kadir was literally one minute from his new CRM Online account. He hesitated though, quite unsure about the small print on the deal: The minimum number of professional licenses for a new subscription to CRM online is 5. But the screenshot suggests a company can sign up […]
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 #279: Don’t reuse AD accounts
Jon Lagavulin has left and Jim Laphroaig has joined the company. Same role, same position, even the same salary. In fact, Jim is supposed to take over all the leads, customers and opportunities left behind by Jim. It’s very tempting to rename Jon’s account in Active Directory – select the user object, press F2, type […]
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 #267: If form load is slow, take this pill
Gayan “Not Daddy” Perera is a man of few words when it comes to squeezing the last bit of performance out of on-premise installations. Succulent and straight to the point: If you’re running CRM 2013 on-premise using IIS 8, make sure to go into the IIS Manager > Configuration Editor then select system.web\caching\outputCaching, set omitVaryStar […]
Tip #261: Deleted tasks
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 […]