Executing real-time workflows has it’s own security setting. It is in addition to and separate from executing a background workflow. Open up the security role, move the Customization tab, scroll down to Miscellaneous Privileges and assign the appropriate scope.
Tip #56: Quickly open your user record
This is quite an old one but I keep finding people that don’t know about it. To quickly open your user settings record without hunting for a lookup link to your user record: Click on the settings cogwheel (in the top right hand corner next to your profile picture) Click Options Click on the user […]
Tip #55: How to make your time control look nice on BPF ribbon
If you have a date/time attribute as part of your Business Process Flow, you may notice that the time dropdown does not quite fit on BPF ribbon: Currently there is no solution to the problem, but there is a simple workaround: change your personal time format to a 24 hours format. Click on the Settings […]
Tip #39: Custom indexes in CRM Online
A little known secret for CRM Online users and a good reminder from Daniel Cai. If you’ve added additional search fields to your Quick find or other views, the underlying entity contains a large number of records, and the response time is slow, you might need a custom SQL index added to improve the performance. […]
Tip #37: Update user information in CRM Online (Office 365)
If you use CRM Online on the Office 365 platform, you will notice that the main fields on the user record are read only. This is because user information is managed in Office 365 and synchronizes to CRM. For example, say you have a CRM environment that already contains active users, and you want to […]
Tip #36: Get Update Rollup 1 for CRM 2013
If you were an early adopter of CRM 2013, you will be happy to hear that Update Rollup 1 is available for Microsoft Dynamics CRM 2013. Get the download here. Read the knowledge base article here, which details everything that is changed in Update Rollup 1.
Tip #32: Change your CRM Online URL
Stuck with a shortsighted choice of URL for your organization, like choosespain.crm.dynamics.com? Now you can easily change it in Office 365 Admin Center. Simply edit the URL and, if it’s available, it’s yours! Few things to be aware of: Old URL will be available for 24 hours after the change. Advise users of the new […]
Tip #31: You’ve got instance!
If you have a CRM Online with 25 or more paid Professional user licenses, your subscription includes additional non-production instance. Paid is a keyword here that excludes some types of subscriptions like Partner IUR (Internal Usage Rights) benefits. The other non-obvious step, as told by none other but our guest tipster Gus Gonzalez, is enabling […]
Tip #22: Install Dynamics CRM with precreated database
In some enterprises, database administrators wish to have greater control over the database creation process for CRM installations. This can be for security reasons, naming databases a certain structure, or controlling how the database files are structured. The CRM implementation guide does not include a pre-created database option, but it is possible to do in a supported […]