Tip #920: Smart licensing with dual use rights

Penny savvy

One of the key features of Dynamics 365 is the choice of the deployment platform: go online, on-premises or partner-hosted. With Dynamics 365 Online leading the way, licensing has evolved beyond simplistic “pay-per-server-plus-cal” model of the past. For penny savvy customers, the recommended bedside reading is Dynamics 365 On-Premises Enterprise Edition Licensing Guide. If you […]

Tip #919: How to deal with pending alternate keys that fail

Piano keys

We did write about pending alternate keys in tips 894 and 894 + 3 and that it’s easy to reactivate the pending keys using solutions UI in Dynamics 365. However, as David “Xrm.Tools” Yack reports, sometimes pending keys are really stubborn and pressing Create Index generates very introspective and philosophical “Exception: Event failed due to […]

Tip #917: Too many business units

Microsoft org chart

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 […]

Tip #913: Searching within attachments

Search inside

Recently on the Dynamics CRM Facebook group, Rana Potter asked if it was possible to search within attachments from CRM. The winning answer came from Niran Belliapa: If you are using Dynamics 365 Online and have the December 2016 update you can use the Relevance search feature. You’ll find search results for text in a document […]

Tip #901: Restricting access to your instance revisited

Access restrictions

We’ve been hosting Dynamics CRM/365 instances for our customers since CRM 4 days but lately they have been moving to Dynamics 365 Online in drones (awesome – now I can sleep at night!). Some have been hesitant because we were using geo-restrictions for their instances (implemented in a supported way). Digging into why it was […]

Tip #899: If email gets rejected check for duplicate addresses

Duplicate stamp

tl;dr When incoming email gets rejected, check if you have records in mail-enabled entities (contacts, accounts, queues, and system users OOB) using the same email address. I’ve done this today Set up a hybrid server-side sync for a customer. (There are some gaps in the docs, this is a recommended reading companion.) Add a support […]

Tip #863: Learn TypeScript

TypeScript

This morning we released episode 50 of CRM Audio, and our guest Daryl Labar talked about TypeScript, an open source superset of JavaScript that adds optional typing, classes, syntax, and Intellisence. To get started with using TypeScript in Dynamics 365, Daryl recommends the following resources: TypeScript Playground — write TypeScript and see what it looks like in JavaScript ReSharper — […]

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 #813: Renaming default app

Change something

I couldn’t believe that there is something in Dynamics 365 world that Scott “Mr. Ribbon Workbench” Durow doesn’t know! Scott When importing solutions from 8.1 into 8.2 or upgrading orgs – is there a trick to rename the default app from ‘Dynamics 365 – custom’ to something else without having to create a new app? […]