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It’s quite common to configure Microsoft Dynamics CRM during the installation to use domain account to run web application service. In fact, this is exactly how you configure load balancing front-end configuration. It might be tempting to add the domain account selected to run CRMAppPool as CRM user. (Have no idea why, it just is). […]
Tip #116: Prevent CRM for Outlook from getting disabled
When you use CRM for Outlook, occasionally something will happen, like a slow response from the server, and Outlook will ask the user if they want to disable the add-in. If the CRM add-in is disabled, CRM functionality will no longer be available from Outlook. To prevent the add-in from being permanently disabled, you can […]
Tip #111: CRM Responsiveness Insight
Want to test the performance of your CRM hosting environment – OnPremise or CRM Online from a specific location? Just use one of these urls: 1. Onpremise – http:// or https://<yourExternalserverURL>tools/diagnostics/diag.aspx 2. Online – https://crmorgname.crm.dynamics.com/tools/diagnostics/diag.aspx where crmorgname is your unique org name – what you normally enter to get to CRM and then use CRM, […]
Tip #99: Remember when your certificates expire
I will occasionally get the frantic “CRM is down” call from clients, and for on premises users, one of the most common reasons is expiring SSL certificates. If you just deploy CRM without claims authentication, when your CRM SSL certificate expires, CRM will still work, but users with receive a certificate error. However, if you […]
Tip #95: Track emails using Forward Mailbox
CRM MVP Jukka Niiranen recently posted a great post covering the difference between activity tracking and synchronization in Microsoft Dynamics CRM. This is a frequently misunderstood topic, and Jukka does a fantastic job of explaining how tracking from Outlook gets the email into CRM, and synchronization updates activities automatically once the activities are in CRM. So if […]
Tip #75: Make iOS7 Remember Your CRM Password
I have heard multiple users report that IOS7 does not remember their passwords, whether for CRM for Phones (Mobile Express) on iPhone or using CRM in Safari on an iPad, and that they have to type in their credentials every time they try to use it. This is due to a new private browsing feature in […]
Tip #60: Remove Decimals From Charts
In Microsoft Dynamics CRM 2011 or 2013, when you have a chart summarizing a decimal or currency field, by default your chart values will contain decimals. What if you want to round to whole numbers? To do this, you will need to export the chart XML. For a system chart, navigate to your solution to […]
Tip #59: Marketing List Form Layout for List Type
On the Marketing List entity one of the required fields is Type, which is a two option field with the default value of Static. If you are in a rush as you create a new marketing list, give it a name, set targeted at – contacts, leads, accounts it is now ready to be saved. […]
Tip #51: What to do if your Plugin won’t Trigger or Debug when Registered on SetState
If you register a plugin on SetState, most of the time you can’t get it to trigger or debug. Register it instead on the (technically deprecated) SetStateDynamicEntity message. It should work fine. Note: Instead of “Target”, the entity in the context for the entity being activated or deactivated, the new context input parameter will be […]
Tip #45: Save Space on your entity forms
In the CRM 2011 / CRM 2013 form editor you, double-click on a form section to go to it’s properties. Now, click on the Formatting tab, you can scroll to the bottom and find the setting called “Field Label Position”. This setting will allow you to move the field labels to the top of the […]