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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 #613: Blinking Outlook
Some users have experienced the following behavior after deploying CRM 2015 for Outlook: Outlook loads slowly The Outlook icon on the Windows task bar blinks repeatedly The cursor flashes between busy and ready Using the solution described in this forum post can fix this issue, if it happens to you. The problem is a missing config […]
Tip #594: Handcrafting your dashboards
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 #563: Where did my column go?
You are configuring a form, and you remove the sections from the third column of the tab. Then you find you can’t move any sections to the third column. To fix this, close the form and reopen it. The third column will have a section in it, and you can move other sections to that […]
Tip #561: Custom Activity Forms
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 […]
Tip #540: Blank Base Currency Fields
So you build a view that includes money/currency fields, but when you run the view, all of the base currency fields are blank. If you want to see the value of the Base fields, add at least one non base currency field to the view.