Tip #777: So long Microsoft.Xrm.Client and thanks for all the fish

So long and thanks for all the fish

At the beginning of the year we reported some ongoing issues with CrmServiceClient and recommended continuing use of Microsoft.Xrm.Client. The issues reported have been resolved and, as of now, there are no compelling reasons to use Microsoft.Xrm.Client. If you’re starting new project then the choice is trivial – simply use nuget packages for XrmTooling and […]

Tip #468: Tipster guide to Unified Service Desk installation

It’s Friday and this week the video subject is on something closely related to and built on top of the Dynamics CRM. USD, which stands for United States Dollars Unified Service Desk. In the first video in our USD series, we walk you installing Dynamics CRM’s USD desktop client as well using package deployer to […]

Tip #162: This action cannot be completed during synchronization

In CRM for Outlook, sometimes when you click the “track” or “set regarding” button, you will get an error telling you that the action cannot be completed during synchronization. I’ve noticed that sometimes I see this when tracking from the Outlook 2013 inbox view, rather than tracking from an individual email form. If you see […]

Tip #160: If all I have is a Surface, how do I test Windows client?

Windows 7 & 8 in Azure

My work laptop is a mighty Lenovo W530 with upteen cores, bazillion GBs of RAM and quadrillions of TBs of SSD drive space. The only problem is that carrying it around keeps my chiropractor very busy. So when I travel, I dock this monster behind the firewall and carry around something like Surface or the […]

Tip #111: CRM Responsiveness Insight

CRM Diagnostics Tool

Want to test the performance of your CRM hosting environment – OnPremise or CRM Online from a specific location? Just use one of these urls: 1. Onpremise – http:// or https://<yourExternalserverURL>tools/diagnostics/diag.aspx 2. Online – https://crmorgname.crm.dynamics.com/tools/diagnostics/diag.aspx where crmorgname is your unique org name – what you normally enter to get to CRM and then use CRM, […]

Tip #85: Optimal Internet Explorer Settings for CRM

Besides writing tips, I also post on the CRM TechNet wiki. I recently wrote a post listing the optimal settings for Internet Explorer. This is something I frequently get asked for. Even if you use a different browser, if you use Microsoft Dynamics CRM for Outlook, when you access records, you will still be using […]

Tip #54: Create reminders for emails that you aren’t ready to act on yet

Sometimes I receive an email that requires some kind of action, but I don’t have time to do that action now. I want to schedule time to work on it when I’m not as busy as I am at the moment. I track the email in Microsoft Dynamics CRM, then I drag the email from […]

Tip #52: Open a second Outlook window

So you are using Microsoft Dynamics CRM for Outlook and you want to view CRM and your Outlook email or calendar simultaneously? Easy. From Outlook, right click on one of the folders and select “open in new window.” This will open a second Outlook window. This makes it possible to have Outlook open to mail […]