The contact synchronization in CRM for Outlook is pretty powerful, but in rare occasions, you may find that duplicate contacts are being created in Outlook from the synchronization. This is sometimes caused by corruption in a user’s offline Outlook data (OST) file. Look at the duplicate contact records that have been created. Look at the […]
Tip #321: Find a record using ID
A tipping fan writes: Is it possible to search for a record in CRM using GUID with Advanced Find? Short answer: No Longer answer: No, but there are other ways to get what you want. Here is one of them. Select a record of the desired type in CRM and click the copy link button […]
Tip #320: You have it all backward (compatible)
Backward compatibility is taken by CRM team very seriously. Another good example of this, sometimes insane, compatibility is how CRM treats URLs. The ability to open any form or view in CRM 4.0, and also dialogs, reports and dashboards in CRM Online and CRM 201x is an awesome way to create mashups, and for an […]
Tip #318: Don’t hack the button
In a comment for Tip #33, a reader asked why I recommend creating a new command bar button, rather than modifying the action of the standard ribbon button. The reason I recommend creating a new button rather than modifying the standard button is for several reasons: The recommendation was technically unsupported, as the multi-action button […]
Tip #311: CRM Server Licensing 101
Tip #309: Dynamics CRM Organizational Settings Editor
Do you need to make changes in the deep reaches of your CRM configuration that aren’t available through the CRM administration panel? Well there is a solution out there on Codeplex that you can import into your CRM 2011/2013 environment as a managed solution. This utility allows you to edit your settings without the use […]
Tip #291: Disabled Views and CRM for Tablets
In Dynamics CRM, if you have a system view that you don’t want users to see, you can deactivate the view in customizations. That means that the view will not appear in the CRM view selector. Except for in the tablet app. You see all views, even the disabled system views. This has been fixed […]
Tip #289: Security needed to pick and route queue items
Update CRM 2013 SP1 changes the Queue “Work On” button to “Pick.” Before SP1, when a user clicked “Work On,” the queue item “Working On” field would be set to the user who clicked the button, but the record in the queue would remain assigned to the original owner. Post SP1, clicking “Pick” not only sets […]
Tip #283: Create a limited customizer role
In most deployments, users who need to manage customizations in an environment are granted the System Administrator or System Customizer role. This gives them the ability to create or edit entities, relationships, fields, views, charts, dashboards, the whole enchilada. But what if you want a nibble of the enchilada? Not all customizations carry the same […]
Tip #274: Lookup fields in CRM for tablets
I recently wrote the book The CRM Mobile Survival Guide. In Chapter 5 I discuss how to configure Dynamics CRM to give users a good user experience when using CRM via the CRM for Tablets app. One thing I found while researching the book is that lookup field behavior in the tablet app is not […]