One of the most wildly accepted ways to refresh your test database is to copy/redeploy production database back into the test environment. (If you don’t have a test database, go and receive your Spießrutenlaufen, then come back and create the database; if you can still move, that is). Common issue with this approach, however, is […]
From time to time I come across posts referring to CRM Online limits and citing 200 (active) workflows as a limit to be aware of. Let me use 1000-word equivalent: What you see here is the user interface lagging behind the product capabilities. As far as I know, limit for the number of custom entities […]
So your CRM Online test environment is scheduled to be upgraded to the Fall 2014 (CRM 2015) release next week. To get ready for it, you log in to the Office 365 console and refresh the organization to ensure that a current copy of your production environment gets upgraded to get a realistic test of […]
According to the screenshot, Feridun “The Fifth Beatle” Kadir was literally one minute from his new CRM Online account. He hesitated though, quite unsure about the small print on the deal: The minimum number of professional licenses for a new subscription to CRM online is 5. But the screenshot suggests a company can sign up […]
Back in Tip 276 we talked about how to get notifications if you weren’t an administrator. It recently came to my attention that Microsoft has added a “notifications” button to the CRM Online organization properties. From here you can add additional users to get notifications for the organization. For example, when there is an update […]
You use CRM Online. you add a user in Office 365 and assign a CRM license to her. The user shows up in your CRM production organization users, but does not show up in your sandbox organization. What’s up? Most likely the problem is that your sandbox organization has a security group associated with it, […]
With CRM Online, adding users and managing organizations is performed via the Office 365 Administrator Portal. This has some great advantages, as you can perform organization maintenance on all of your organizations from a central location. This also means that managing CRM Online organization settings in Office 365 Admin Portal requires Global Administrator privileges. But […]
The other day I was using CRM in a non production environment of CRM Online, and when I saved an account, I received a message from CRM telling me I did not have a CRM Online license. This was strange, because I was logged in successfully, and I didn’t have any issues doing anything else. […]
Password expiration in CRM Online is indeed a nuisance and can be changed but the maximum password expiration period configurable using Office 365 administration portal is 2 years. If you intend to use O365/CRM Online for longer than 2 years, you may want to consider using Powershell tools to do it like a boss. The […]
Arghhhh – AGAIN? If your company uses Office365 (Exchange Online), I am sure you’ve had reactions like the one above several times in your life. Every 90 days actually. 90 days is the default Password Expiration Policy for Office365 (shorter than the 42 days of Active Directory) and this affects CRM Online. I get this question […]
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