If you upgrade to CRM 2015 and have custom security roles, those roles will not have permission to view the new hierarchy visualization. To add the permissions to your existing custom roles, use the Role Updater in the XRM Toolbox. Select the role you wish to update, then click “Next.” 2. Search for “Hierarchy” and […]
Scott “Captain Redlaces” Sewell reminds us to name our relationship display names responsibly. Say you have multiple contact lookups on the account form. If you go with the default naming for the related entity navigation, this will create multiple navigation links with the same name. You might be able to get away with this in […]
’m currently on CRM 4.0. How should I upgrade to CRM 2015? First of all, it is possible to upgrade your CRM environment database to 2015, but it is multiple steps. There is no direct upgrade path — you cannot take a 4.0 database and import into CRM 2015 as an organization. The upgrade path […]
Julie “Nighteye” Yack asked the other day: Is there a magical list somewhere (that I have failed to find after half an hour of binging, or banging?) of new entities and new attributes on existing entities for 2015? Everhelpful Jim “Mr SDK” Daly chimed in: The metadata browser allows you to filter by entities using […]
While fiddling with the workflows in a freshly minted CRM Online organization trying to find out what else we can do now that we couldn’t do before (like OR condition, this sort of stuff), I came across of this new, interesting and very much undocumented field called Traversed Path: After playing with it for X […]
I recently lead a webinar about the new features in CRM 2015, and one of the attendees asked a great question: “Is there anything new in 2015 that can prevent server synchronization from sending an update to meeting attendees when the description field is updated? Users record their notes in that field, and we don’t […]
I am a big fan of CRM for Tablets, but like any application, the CRM tablet app has some limitations. Does this make it bad? Absolutely not. What it does mean is that you should be aware of these limitations and avoid potentially costly surprises. Most system entities and all custom entities can be included […]
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 […]
If you upgrade from CRM 2013 to 2015, your CRM environment needs to be on 2013 SP1. ALL OF IT. So if you check your CRM server version and it is 6.1.X, you should be good, but what about the other components? What about the SSRS data connector? What about the email router? These items […]
So you set up a shiny new CRM 2015 environment, the first thing you want to do is add additional users. But where did the “Users” go? They have always lived in the Settings–>Administration area. Did they move? The answer is that Microsoft has moved users and user related entities (like security roles, teams, and […]
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