Tip #977: Moving forward with the portals

Alice in Wonderland choice

If you are a past or present Adxstudio partner, you might have received the email from adxquest@microsoft.com (quest, er?) with the subject Legacy Adxstudio Portals v7 Partner Announcement. The email is all about the changes coming for legacy Adxstudio Portals v7. I don’t believe there is any new information but it’s really nice to have […]

Tip #943: Upgrading development environment to Dynamics 365 On-premises

Dont panic and carry a towel poster

Today’s contribution is “an old school on-prem tip” from Brian Illand. Despite the marketing hype around Dynamics 365 being a whole new product, remember that it is a ‘minor’ upgrade from Dynamics 2016 to Dynamics 365 On-Premise. Dynamics 2016 is v8.0/8.1 and Dynamics 365 is Version 8.2. So, ‘theoretically’, there is a lower than usual […]

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 #918: CRM/SharePoint integration failure

Epic fail

Today’s tip comes from Sean Shilling. (Send your tip to jar@crmtipoftheday.com) We were configuring Document integration for CRM on premises 2015 (partner hosted) to SharePoint. After adding the Sharepoint site, setup failed for all entities. The problem was related to the service account used by the Dynamics SharePoint integration. The same service account that is […]

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 #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 #671: Azure AD is your best friend even if you are on premises

Use backdoor

Your CRM deployment is on premises, as is the rest of your IT infrastructure and services, and your bosses cannot be persuaded to consider Office 365, CRM Online or Windows Azure even for a second. That means you know the pain of discovering that some of the on-premises services, like AD FS, are lagging behind […]

Tip #660: Talk to your network administrator if you split Dynamics CRM server roles

Messy network

Be nice to your network administrators. Really. They may be pain in the neck but they are the ones keeping the bad stuff out. If you install Dynamics CRM with all roles on one machine, it typically goes well and rarely requires fiddling with the firewalls. However, once you start splitting the roles, e.g. offloading […]

Tip #640: What happens if you don’t map all users

Must map system administrator

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 […]