Tip #515: Why lookup control appears disabled

The other day the client asked us to verify the field level security settings on the system. The reason, as they explained it, was that one of the lookup controls appeared disabled and wouldn’t become enabled regardless of what they did to FLS settings. Long story short, the control was disabled not because of the […]

Tip #291: Disabled Views and CRM for Tablets

In Dynamics CRM, if you have a system view that you don’t want users to see, you can deactivate the view in customizations. That means that the view will not appear in the CRM view selector. Except for in the tablet app. You see all views, even the disabled system views. This has been fixed […]

Tip #269: Server Sync and View in CRM

Users have reported that after moving to Server Sync, CRM for Outlook no longer enables the View in CRM and Convert buttons for tracked activities. This is a known issue. The good news is Microsoft has recently published the KB article for Update Rollup 2 for CRM SP1, and this issue is slated to be […]

Tip #247: Assign records to disabled users

When you click the “assign” button to assign a record to a user, you can only choose an active/enabled user, right? Wrong. When you click the assign button and select “Assign to another user or team,” you only see enabled users listed. This is because the lookup field is set to use the “Enabled Users” […]