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 #440: When package deployment fails, blame the internets

Unblock file

As you probably already know, Dynamics CRM has its own “installer” for the solutions, called Package Deployer. The package folder and assembly are usually distributed in the shape of a zip file that needs to be extracted and then used either with Package Deployer executable or installed using PowerShell. As documented. Usually it all goes […]

Tip #434: Recommended security for queues

CRM 2013 SP1 introduced private queues, but the private functionality only works correctly if your user security role permissions are set correctly. The recommended security role settings is: BU level read permission for queues Append To privileges for queues. If users still see other user’s queues or other queues that you don’t want them to,  then set all […]

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 #415: When deleting email enabled entities

If you remove a custom entity that is email enabled (allowing it to be selected as email recipient), you may run into the following issue after the entity is removed. When going to an account and selecting the “Activity” tab of the activity/social pane, the following error appears The trace log will reveal an error referencing the OTC […]