There are reasons to do the unspeakable, ignore all recommendations and install all components of on-premises CRM deployment on a single machine. Running CRM on my laptop, for example, as I don’t have room for 3 server deployment. tl;dr If CRM and AD FS are on the same server, change port used by AD FS. […]
Tip #657: CRM 4.0 Registration Hack
Remember good old days of CRM 4.0 when there were in total 42 Dynamics CRM consultants around the world, product names had dots in them, icons had colors and legends like Michael Höhne ruled the newsgroups? Even if you don’t, there is still a decent chance that you may need CRM 4.0 installation to bail […]
Tip #656: Dynamics CRM Online is truly global with multi-regional deployments
If you have or are a multinational customer with the user base spread around the globe, CRM Online offers multiregional instances. It means you can keep your local data in the regional datacenter for performance, regulatory and corporate governance reasons. Your tenant needs to be enabled for multi-region deployment and you need to request this […]
Tip #654: Use the XrmToolbox to copy templates
No later than 2 days after publishing Gayan’s tip on dangers of moving Word templates between deployments, Tanguy “The XRM Toolbox” Touzard stepped in and automated the process as part of the XrmToolbox. It’s a first cut, a bit rough around the edges but you are more than welcome to jump in and fix whatever […]
Tip #651: Copying word templates between CRM deployments
As you all know (or will know in a second), each entity in CRM has a logical name as well as a number (entity type code). In most places, names and numbers can be used interchangeably, e.g. when opening forms, views, dialogs and reports. While the name, guarded by the publisher’s prefix, does not change […]
Tip #650: The real role to manage Dynamics CRM Online
Few days ago we explained how to give your O365 users ability to manage CRM Online features but without being a Global Administrator. O365 admin portal UI gave us Service administrator role. We suspected it’s too much but decided to let it go for the sake of simplicity. Thanks to the insight from Hans Worst […]
Tip #649: CRM Online has SLA
Not that SLA where you define level of service or support that your organization agrees to offer to a customer. The other one, where Microsoft puts their money where their mouth is when guaranteeing that your CRM Online will be up and running when you need it. Unlike some other providers.
Tip #643: Role to manage Dynamics CRM Online
When a user opens Dynamics CRM Online instance manager (https://port.crm[0-9].dynamics.com/G/Instances/InstancePicker.aspx), they see the instance selector if there is more than one instance available but nothing else. The only option is to select the instance and click Open button. What if you want user to be able to manage CRM Online features but without being a […]
Tip #640: What happens if you don’t map all users
tl;dr Nothing fatal. You can relax. Details When organization database is restored and then imported into CRM Server, one of the wizard steps is the mapping dialog. The only requirement is to map your user account into at least one enabled user with system administrator privileges. That makes sense – we don’t want to end […]
Tip #639: I shall call him Squishy
Selecting a good name for an organization in CRM On-premises has always been a challenge especially when you automate provisioning of your CRM organizations. At least one would hope that the chosen name would stick. However, our special correspondent Mehmet “Sputnik” Ozdemir reports from the trenches that organizationid and name fields in the organization entity […]