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 […]
In CRM 2015, if you use CRM mobile and you have a business rule that references a lookup field, if you create a new record in the lookup field, the business rule will not fire. This issue is fixed in CRM 2016
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: […]
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 […]
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 […]
If you ever dealt with Dynamics CRM authentication at “close range”, you know that CRM supports OAuth. Presumably, with CRM 2016 and ADFS 3.0 (Windows Server 2012 R2), we should be able to use OAuth for CRM On-premises, right? Especially now that ADFS supports JSON Web Tokens, so we should be able just enable JWT […]
Another Friday and the first video on 2016 release is here. CRM 2016 includes, among other things, a number of enhancements to the CRM solutions functionality. In this video we will look at the how to work with solution sub-components, and introduce the concept of solutions patches. Give us your feedback, all of it: good, […]
Ivan Kurtev tells us not to use white (#ffffff) as a color for custom entities in CRM 2016. It causes navigation icons and relationship tiles in the mobile app to appear in glistening white, which is a fine color, that’s also the color of the font that the entity name is displayed on the relationship tiles, […]
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.
As we mentioned last week, Dynamics CRM 2016 was released last week. But you may have noticed that some of the anticipated features are not there. The release preview guide has been updated with a revision summary on the last page. This table lists features which have been postponed. Some are postponed until a future […]
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