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 […]

Tip #639: I shall call him Squishy

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 […]

Tip #573: CRM Online vs CRM On-premises features FAQ

Celebrity deathmatch

Someone at Microsoft has heard our online vs on-premises battle and decided to resolve it once and for all. CRM 2016 – Online vs on-premises features FAQ is now available on the Help & Training site. Some things are interesting and unexpected, others – not so much (like “Switch or delete an instance of CRM […]

Tip #419: How to sign out from ADFS in one click

Incorrect login

Single CRM installation is capable of hosting multiple organizations. As administrator, you probably have some test accounts handy to login as normal users. Many + many sometimes does not end up well: This is what you see when you do have an Active Directory login but it’s not mapped into this organization. “That’s cool”, I […]

Tip #412: CRM by proxy

tl;dr For CRM application proxying, load balancing and other magic like IP filtering, use Application Request Routing. To securely publish ADFS and CRM servers to the internet, use Web Application Proxy. Eye-watering details If you’ve been following our posts on inventive use of ARR, you know that this technique is specific to IIS. If you […]

Tip #386: The fastest way to provision new organization

For people who complain that they provision CRM organizations daily, hourly, weekly and cannot relax for 5 minutes while new organization is being created, here the quickest way to provision new CRM on-premises organizations: One-off preparations Go through the pain one last time and watch the paint dry while creating a new organization (name it, […]