Tip #906: Pets are dangerous

Kyle the dog from Descpicable me

You move into a new CRM system and you found a cute new feature. You love that feature–it is your favorite feature, and you adopt it. I call these features “pet” features–features that are viewed as significantly more important than anything else in the application. Some examples I’ve seen in real-world deployment pets include Connections, […]

Tip #851: All Themed Up and Nowhere to Go…

In many Dynamics 365 implementations one of the customizations which can have an enormous impact to user adoption is the customization of the CRM Theme.  However, changes made to an organization’s theme are not solution aware.  As a result, each theme customization must be made manually in each environment.  Now, if there were no other way […]

Tip #849: Adding Security Roles to Dynamics 365 Apps

App Security

One of the great new features of Dynamics 365 is the new App Designer.  (For a video review of the App Designer, take a look at Tip #799). The App Designer allows the customization of Dynamics 365 to create targeted experiences for user navigation based on job function or system areas of importance. For example, a “Sales” app […]

Tip #844: Administer Dynamics 365 Online Without Being a Global Admin

Back in Tip 276 we talked about the challenges of administering CRM Online/Dynamics 365 without being a global admin. There really hasn’t been a good answer for companies that don’t want their deployment admin to be a global administrator. The good news is this has changed with the introduction of the Dynamics 365 Service Admin role. […]

Tip #834: Avoiding SQL Server timeouts when deleting records

Night raid

Once upon a time, CRM wouldn’t delete records when you pressed the kill switch. It would mark the records for deletion and quietly eradicate them in the darkness of the night. But, hey, the said, we now have better servers, they said, and our SQL Servers are much smarter, they said, and gave us a […]

Tip #830: Calendar items lost after revoking O365 global administrator role

Down the drain

We did write about the consequences of granting and then removing global administrator roles. As Oswin Kroon has discovered, there is more to it if you’re actually using that O365 account to organize things in your life. tl;dr Removing global administrator role from an O365 account may result in a loss of calendar appointments. A […]

Tip #828: Quickly migrate existing CRM Online licenses to Dynamics 365 licenses using PowerShell

Flying geese

I was not aware that Gayan “Performance Wizard” Perera shares my affection for PowerShell. Until this quick tip on how to bulk migrate CRM Online licenses to Dynamics 365 licenses using PowerShell. Comes in handy when you have to assign the new D365 licenses to hundreds or thousands of users.