In Dynamics 365/CRM on premises, if you create a chart and group by month and find that it doesn’t render, you may need some additional SQL permissions. Database owner must have external access assembly/unsafe assembly permission SQL database Trustworthy property must be set to “on.” With these settings in place, your monthly grouped charts should render […]
Someone recently asked me what I thought of someone adding 1,000 + business units to Dynamics 365. I told them it was a bad idea. Here’s why: Business units are like large granite rocks–they are designed to be permanent and infrequently moved. While users can be moved between business units, it is not a trivial […]
We would like to take a moment and pause to remember three features that were introduced in CRM 2011 that were all the buzz at the time, but have sadly been forgotten. While they were the cool A-list stars of CRM 2011, they now sit in the back of the CRM cafeteria while all the […]
One fantastic time saving feature in Dynamics CRM is recently visited items. In CRM in browser, if I click the drop-down arrow by an entity tile, I will see the recently viewed records for that entity. But what if I’m using CRM for Outlook? There is not drop-down to display the recently visited records. But […]
So you build a view that includes money/currency fields, but when you run the view, all of the base currency fields are blank. If you want to see the value of the Base fields, add at least one non base currency field to the view.
Support of Microsoft Dynamics CRM 2015 on Edge browser will be available for CRM 2015 with Update 0.2 (7.0.2) and Update 1.1 (7.1.1) in September. And the support of Microsoft Dynamics CRM 2013 will be introduced in Update Rollup 4 for Service Pack 1 (6.1.4). There is a known issue with Microsoft Dynamics CRM 2011 […]
tl;dr To avoid overwriting some of the system entities flags for the customers, manually remove those flags from the managed solution files. WARNING! Super-duper unsupported. Some juicy details If you are a Dynamics CRM ISV or an infrastructure group within a large enterprise then, most likely, you distribute one or more managed solutions to your […]
The Dynamics CRM team has done a great job of producing documentation for CRM 2015. The ebook and video library are top notch. But there are still some classic whitepapers that you should keep in your library. The following are my three favorite classic whitepapers that I still refer to on a regular basis: Offline […]
So you have users that have a read only/limited user access type. But you want to have them use CRM for Outlook to provide consistent user interface with your other users for consistency in your training and user documentation. The problem, however, is that the configuration wizard for CRM for Outlook requires write access to CRM […]
We have posted multiple times about waiting workflows, and one of the big challenges surrounding them is that when you update a workflow definition, there is no way to cancel the waiting instances of the workflow in bulk. Also, jobs may go into waiting state if there is a condition that prevents the step from […]
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