At the risk of significant human induced catastrophe, don’t assign the System Administrator or System Customizer security roles to anyone that hasn’t received in-depth training in customizing, configuring and managing the CRM system. No matter how expedient it might be to assign the role to a marketing team member that needs to go into the system and update and option set for ‘how did you hear of us’ with the latest advertising options, don’t do it.
CRM System Admin Role
The CEO Business Manager security role in the CRM has broad rights, almost as much as the System Administrator Role. No matter how forcefully you are told, don’t give this role to the owner of the business who is probably also paying the bills. Why? Because most likely, this person is the one that was too busy to attend the user training they had you give to their employees.
Without the proper perspective and insight it can do a lot of damage. If you must, copy it and then remove all the Delete rights.
CEO Business Manager Security Role
Before you can create the security architecture or manage your security, you need to know the terms:
As MVP’s we get a lot of unsolicited questions from some members of the community. Just so you know, as a method of practice, I do not respond to these and that also goes for some other members of the MVP community.
Our recommendation, which will definitely get you better results than asking one person, is to do a number of things.
1. Do a Bing/Google search for your problem: There are a number of great blogs and forums out there. Chances are you are not the first person to experience your particular issue.
If that Google/Bing search doesn’t work, then…
2. Use your forums: There are so many great ones to choose from. Here are a few good ones.
We don’t mean to seem so rigid, but the reason for this is two fold. Here’s the reasons:
1. If you ask your question in these public arenas then people can search for it in the forums and through search engines in the future. So you are contributing to the community with your question.
2. If you ask the question to just one or two MVP’s then only one or two people will see it. If you ask the question in the public forums you will have many people see it. I guarantee you that you have a lot better chance of getting a better answer that way.
Thanks!
Jamie Miley
I have heard multiple users report that IOS7 does not remember their passwords, whether for CRM for Phones (Mobile Express) on iPhone or using CRM in Safari on an iPad, and that they have to type in their credentials every time they try to use it.
This is due to a new private browsing feature in IOS7. When private browsing is turned on, no passwords will be stored.
Here is a fantastic YouTube video showing how to disable private browsing. After making this change, I have found that IOS Safari typically will remember your CRM password.
This is one of those “obvious if you know it” tips, but something that several users have asked me about when upgrading to Microsoft Dynamics CRM 2013. Where is the print button?
To print a record in Microsoft Dynamics CRM 2013 (web client)
To print a record in Microsoft Dynamics CRM 2013 (Outlook)
Microsoft Dynamics CRM depends on multiple other systems, such as Windows, SQL Server, Microsoft Exchange, and Outlook. To work in harmony, you need to be sure the version of those systems and applications is compatible with your version of Microsoft Dynamics CRM.
Microsoft maintains and regularly updates a compatibility list for Dynamics CRM. So if your Exchange manager announces that he is going to upgrade to Exchange 2010 service pack 1, check the compatibility list and verify that the version and update rollup level that you are on with CRM is compatible with that update for Exchange.
Today’s tip was supposed to be called “Why it’s very important to keep your SDK up to date” but instead I named it after the updated functionality that was added to CRM Online, released for onpremises in UR1 and documented in the December update of the SDK.
Previously, if you wanted to notify user about something, all you had was control.setNotification(message) and control.clearNotification() pair of functions, meaning that you probably would have cramped all your validations in one place.
Now, the functions have become control.setNotification(message, id) and control.clearNotification(id) and you have a slightly more granular control which notifications to add or dismiss. Disappointingly, if you add multiple notifications for the same control, only the last one is visible to the end-user but a) that may change and, regardless, b) code becomes easier to manage, especially when multiple rules and controls are involved.
Say, if I want to ensure the length of the name for the account and also validate that both account and phone number are alphanumeric then I might use the following code:
of the
var validations = [];
function onLoad() {
validations.push( {
id: "tooshort",
rule: function(v) {
return !v || v.length < 3;
},
message: "Shorter than 3 chars"});
validations.push( {
id: "noa1",
rule: function(v) {
return /[^\w]/.test(v);
},
message: "Not alphanumeric"});
}
function validate(controlName, ruleId) {
var ctrl = Xrm.Page.getControl(controlName);
var value = ctrl.getAttribute().getValue();
for(i=0;i<validations.length;i++) {
var valObj = validations[i];
if(valObj.id == ruleId) {
if(valObj.rule(value))
ctrl.setNotification(valObj.message, valObj.id);
else
ctrl.clearNotification(valObj.id);
}
}
}
and then bind onchange event for name fields to validate with parameters “name”, “tooshort”, then another bind with “name”, “noa1” and finally one for phone field with parameters “telephone1”, “noa1”, using a [somewhat] declarative validation. You did know you can bind more than one function to the same handler, didn’t you?
Note that setting a notification on a control will block the form from saving until all notifications are cleared.
Currently there is a User Interface ‘bug’ where users are seeing a very small drop down list for option sets. When the drop down list tries to extend past the Section Line or overlaps another Field, it gets cut off.
We are waiting for Update Release to fix it. But in the meantime there are simple things you can do to resolve by adjusting your form layout.
Move the Option Set higher up on the form so it isn’t on the last row of the section. And insert some spacers between the Option Set and the Section boundary or the next Field.
Small Drop Down – Before Fixing
Modify Form Layout and Insert Spacers
Option Set Drop Down After Editing the Layout
Happy Valentine’s Day.
If you are like me, you love CRM. But as with any relationship, sometimes there are things that can cause issues with the relationship. The following are some good tips on how to make the relationship between your Microsoft Dynamics CRM environment and its users more harmonious.