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When importing a CRM 2011 organization into CRM 2013 UR2 or SP1 environment, you may receive a cryptic message “Database having version 6.0.0.809 is not supported for upgraded”. As it turns out, it has nothing to do with the version of the database being imported. If you are trying to import an organization database that […]
Tip #152: Update Rollup strategy post SP1
With the release of Dynamics CRM 2013 SP1, there are now two different versions of CRM 2013: 6.0.X (the original/RTM version) 6.1.X (CRM 2013 SP1) This means that there will now be two different update rollup streams. The next UR for 6.0 will be Update Rollup 3. The next UR for 6.1/SP1 will be Dynamics […]
Tip #151: What happens if you don’t install the SP1 updates?
After your organization is updated to SP1/CRM Online Spring ’14 update, platform enhancements and bug fixes are enabled, but the new customer service features and the new service management area in the Settings menu are not enabled until you go to Settings–>Administration and click “install product updates.” So what if you don’t use Cases and Queues? Do you need […]
Tip #150: Forms close after assigning records
After your organization is updated to SP1/Spring ’14 CRM Online update, you may notice a change in behavior when you assign records. Now, if you click the “assign” button on the form and assign to a different user or team, the form will close after you assign the record. If you don’t want the form […]
Tip #149: If you are missing the “Service Management” link after upgrading to SP1
After your Dynamics CRM 2013 organization is upgraded to SP1/Spring ’14 update, and you install product updates in the Settings–>Administration area, you should see a new link called “Service Management” in the Settings area. If you don’t see this link after you install the product updates, clear your browser cache or click CTRL+F5 If after […]
Tip #148: Simplify the customer lookup
In Dynamics CRM 2013 when you create a record such as a contact or opportunity that include the “Customer” lookup field that can resolve to an Account or Contact, and you type a company name in the customer field, you may get more results than expected. This is because when you type in the customer lookup […]
Tip #146: Geo-restrictions for your CRM
One of our customers challenged us with a very specific requirement to limit access to their CRM to the users located in Australia. It’s always good to remember that CRM application server is a very sophisticated but a web site nevertheless and for a web site, we can use ipSecurity element in web.config that defines […]
Tip #145: Make tip 43 work again
If you have tried Tip # 43: Embed a pre-filtered report in an iframe lately, you may have found the results were not quite as advertised, at least in Internet Explorer. This is because shortly after that post was published, an update to the CRM report viewer control for Internet Explorer broke the ability for reports […]
Tip #144: Restrict AD browsing when adding new users
If you are a hosting provider or a security-conscious administrator managing multiple CRM deployments then you’d like to avoid exposing entire Active Directory when user with appropriate permissions clicks New Multiple Users and then opts to browse all trusted domains and groups. There are some unsupported methods as well as supported C# code to achieve […]
Tip #141: Why do some fields not appear on the mobile form?
You configure a mobile form for a Dynamics CRM entity and add a new field to it. But when you pull up a record on your phone, you don’t see the field. But when you go to edit mode, there is the field. Why does it do that? The answer is that CRM for Phones […]