Tip #260: Globally manage user settings in CRM

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 […]

Tip #223: Firefox and a message box

Prevent this page from creating additional dialogs

Browsers are on a war path. First, in case you were wondering why editing emails in workflows no longer work, that’s because Chrome disabled showModalDialog, breaking bucketloads of CRM functionality relying on that. See this good summary for a comprehensive feature list and a temporary workaround. Firefox has been much sneakier than that. It kind […]

Tip #216: In a parallel dimension

I’ve had the following discussion with two different CRM administrators in the past week. We’ll call them “Larry.” Larry: “My CRM organization is very slow. I try to search for records and it takes 25 seconds. I tried to import an organization, and it took 25 hours to complete.” Me: “What is your Max Degrees of Parallelism setting in […]

Tip #211: When upgrading, don’t forget the team form

When upgrading a deployment of Microsoft Dynamics CRM to version 2013, it is easy to overlook some of the back-end forms. These don’t get the attention of entities like Accounts and Cases, but they are very important to the people who use them. One of my favorite new forms in 2013 is the Team form. […]

Tip #207: Remove password expiration for O365/CRM Online

Like a boss meme

Password expiration in CRM Online is indeed a nuisance and can be changed but the maximum password expiration period configurable using Office 365 administration portal is 2 years. If you intend to use O365/CRM Online for longer than 2 years, you may want to consider using Powershell tools to do it like a boss. The […]

Tip #206: Change the password expiration policy on Office365/CRM Online

Arghhhh – AGAIN? If your company uses Office365 (Exchange Online), I am sure you’ve had reactions like the one above several times in your life. Every 90 days actually. 90 days is the default Password Expiration Policy for Office365 (shorter than the 42 days of Active Directory) and this affects CRM Online. I get this question […]