Tip #79: Limit use of System Admin and System Customizer Assignments

CRM System Admin Role

At the risk of significant human induced catastrophe, don’t assign the System Administrator or System Customizer security roles to anyone that hasn’t received in-depth training in customizing, configuring and managing the CRM system. No matter how expedient it might be to assign the role to a marketing team member that needs to go into the […]

Tip #68: Do you know this woman?

Annoying prompt to watch the video

I have nothing personal against this woman but the dialog started to annoy me to no extent. The problem is that visibility of the dialog is controlled via cookie so even if you check the box “Don’t show me this again”, you will see it again if you clear your cookies, use another device, or use […]

Tip #66: Error running Transition wizard

Yellow Screen of Death when running Transition wizard

If you have CRM Online orgnanization that still uses Live ID authentication, by now you would have received an email reminder that opens with: Our records show you have not completed the Transition wizard. Completion of the Transition wizard is necessary to move your Microsoft Dynamics CRM Online subscription to the Microsoft online services environment. […]

Tip #42: Adding Ready-to-use Business Processes

Happy New Year Ladies and Gentlemen – Gus Gonzalez here driving the CRM Tipping Truck today! One of the biggest additions to Microsoft Dynamics CRM 2013 is Business Process Flow and when you start using Microsoft Dynamics CRM 2013 you will notice that Microsoft has included three new BPF processes for you to understand how […]

Tip #39: Custom indexes in CRM Online

A little known secret for CRM Online users and a good reminder from Daniel Cai. If you’ve added additional search fields to your Quick find or other views, the underlying entity contains a large number of records, and the response time is slow, you might need a custom SQL index added to improve the performance. […]

Tip #32: Change your CRM Online URL

Stuck with a shortsighted choice of URL for your organization, like choosespain.crm.dynamics.com? Now you can easily change it in Office 365 Admin Center. Simply edit the URL and, if it’s available, it’s yours! Few things to be aware of: Old URL will be available for 24 hours after the change. Advise users of the new […]

Tip #31: You’ve got instance!

If you have a CRM Online with 25 or more paid Professional user licenses, your subscription includes additional non-production instance. Paid is a keyword here that excludes some types of subscriptions like Partner IUR (Internal Usage Rights) benefits. The other non-obvious step, as told by none other but our guest tipster Gus Gonzalez, is enabling […]