Generally my policy is unless there is a REALLY good reason, all data in CRM should be shared. However, on rare occasion, there is a REALLY good reason. When you have one special group who want to hide their, say, Activities from everyone else, a well-placed Business Unit will do the job (either have one […]
Back in “Should you use the lead entity?”, Joel Lindstrom provided an excellent summary of when using Leads is a good idea and what their limitations are. I am not a huge fan of Leads for the excellent reasons he stated in that Tip. The last straw for me was in Dynamics CRM 2013 when […]
In Dynamics 365/CRM on premises, if you create a chart and group by month and find that it doesn’t render, you may need some additional SQL permissions. Database owner must have external access assembly/unsafe assembly permission SQL database Trustworthy property must be set to “on.” With these settings in place, your monthly grouped charts should render […]
A client recently moved from a SPLA license to a Volume License (VS) license for CRM On Premises. They needed to replace their license key, but the Volume Licensing Service Center (VSLC) said a key code was not required for Dynamics CRM 2016. The answer is there still is a product key, but the volume […]
Someone recently asked me what I thought of someone adding 1,000 + business units to Dynamics 365. I told them it was a bad idea. Here’s why: Business units are like large granite rocks–they are designed to be permanent and infrequently moved. While users can be moved between business units, it is not a trivial […]
The alternate key saga did attract some attention and we received the definite say from Brandon Simons, who’s probably as close to the proverbial Dynamics 365 metal as it gets. tl;dr Alternate keys can be in an inactive state when the definition is created but the unique index is not. These pending keys can be […]
tl;dr If you have duplicate values present in a field, creating alternate key on that field will fail. However, when a solution that includes alternate key is imported into the deployment where duplicates are present, the import does not fail and completes with the warning indicating that alternate key was not created. Long story Not […]
This post comes from guest tipster Jerry Martin: A little fun…..We had a client ask a question about adding sound to events on CRM. While I am against having sound in an application as a rule, it intrigued me to see if it was even possible. What I found was that you can create or […]
One of the limitations of the Dynamics 365 (and 2016) mobile app is personal charts and views shared with another user do not display in that user’s mobile app. Saved personal views and charts that I own (or that a team on which I’m a member owns) do display in the mobile app. As a […]
Love the tips sent to a jar@crmtipoftheday.com – always something new! Today, Elliott Hulburd unmasks a truly unpleasant bug in custom action a.k.a workflow editor that could literally cost you hours of trying to figure out why suddenly all your calls to a custom action fail. When working with Custom Actions in CRM 2016 recently, […]
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