Tip #621: When migrating notes, sort correctly

Dynamics CRM 2013 and later sort notes by modified on date. This means that when migrating legacy notes into CRM , it is important that you sort the source data correctly, so that notes will appear in the correct chronological order after the migration. Sort notes by created on ascending. This will load the oldest […]

Tip #594: Handcrafting your dashboards

Void space on dashboard

Occasionally, dashboards in Dynamics CRM misbehave: The precise cause of misalignment is not clear, probably a rogue pixel miscalculation in the layout engine, manifesting itself when top right-hand corner listview is blank and the left one has multiple pages. Not all browsers are affected either – Edge turned out to be quite resilient, unlike IE, […]

Tip #561: Custom Activity Forms

Activities with no Custom Forms Capability

One of the great features in the last several releases of Dynamics CRM is the ability to create custom forms. However, in the area of Activities this isn’t 100% correct. While you can create custom versions of the activities: Task Fax Phone Call Email Letter Campaign Response Campaign Activity Text Message There is no New […]

Tip #554: Recently Visited Items in Outlook Client

One fantastic time saving feature in Dynamics CRM is recently visited items. In CRM in browser, if I click the drop-down arrow by an entity tile, I will see the recently viewed records for that entity. But what if I’m using CRM for Outlook? There is not drop-down to display the recently visited records. But […]

Tip #549: Cannot convert A into A

If you were playing with the uber-administrator’s way to create non-intractive users then you might have seen the following error: Cannot process argument transformation on parameter ‘conn’. Cannot convert the “Microsoft.Xrm.Tooling.Connector.CrmServiceClient” value of type “Microsoft.Xrm.Tooling.Connector.CrmServiceClient” to type “Microsoft.Xrm.Tooling.Connector.CrmServiceClient”. Ugh? Say again? Cannot convert “A” to “A”? The other possible error gives away a bit more: […]

Tip #548: 64-bit Office & CRM – Go for it!

In years past the common practice when CRM professionals were asked by clients about installing 64-bit Office, the answer was clear “Don’t do it!”. First off there was little compelling reason to install 64 Bit Office as the only real application in the suite that took advantage of it was Excel. That common thinking has […]

Tip #546: Avoid using the same domain for ADFS and CRM

I’m not sure how to condense 3 days of pain and desperation into a tip of the day but I shall try. tl;dr Do not use the same base domain for ADFS and CRM if you have other applications (e.g. a web site) requiring Single Sing-On (SSO) with CRM. Please explain If you ever set […]