Tip #554: Recently Visited Items in Outlook Client

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 […]

Tip #446: How to avoid overwriting audit and duplicate detection flags

Audit On/Off

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 […]

Tip #430: Read Only Users and CRM for Outlook

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 […]

Tip #408: “Value cannot be null” when configuring Outlook Client

Recently we found that users in a specific CRM environment could not configure CRM for Outlook. The error message returned by the configuration wizard was “Value cannot be null. Parameter name: String.” Client trace showed the following: >Failed to refresh entry. Exception Microsoft.Crm.Application.SMWrappers.InvalidOrganizationIdException: Invalid OrganizationId “e79c824a-fee4-40cf-9a2f-fb79112be8b6”.    at Microsoft.Crm.Application.SMWrappers.ClientOrganizationContextFactory .Get(Guid organizationId)    at Microsoft.Crm.Application.SMWrappers.ClientOrganizationContextFactory .Microsoft.Crm.IOrganizationContextFactory.GetOrganizationContext(Guid […]