There are reasons to do the unspeakable, ignore all recommendations and install all components of on-premises CRM deployment on a single machine. Running CRM on my laptop, for example, as I don’t have room for 3 server deployment. tl;dr If CRM and AD FS are on the same server, change port used by AD FS. […]
Tip #657: CRM 4.0 Registration Hack
Remember good old days of CRM 4.0 when there were in total 42 Dynamics CRM consultants around the world, product names had dots in them, icons had colors and legends like Michael Höhne ruled the newsgroups? Even if you don’t, there is still a decent chance that you may need CRM 4.0 installation to bail […]
Tip #654: Use the XrmToolbox to copy templates
No later than 2 days after publishing Gayan’s tip on dangers of moving Word templates between deployments, Tanguy “The XRM Toolbox” Touzard stepped in and automated the process as part of the XrmToolbox. It’s a first cut, a bit rough around the edges but you are more than welcome to jump in and fix whatever […]
Tip #651: Copying word templates between CRM deployments
As you all know (or will know in a second), each entity in CRM has a logical name as well as a number (entity type code). In most places, names and numbers can be used interchangeably, e.g. when opening forms, views, dialogs and reports. While the name, guarded by the publisher’s prefix, does not change […]
Tip #644: Async Dynamics CRM awaits you
Gayan “Performance Wizard” Perera hates waiting. Be smart, be like Gayan. For anyone who’s been waiting to get async/await support for the CRM SDK, you can now get a simple extension class from https://github.com/NZxRMGuy/crmsdk-async The downside with my one is that it’s a wrapper around the sync method – some people do frown upon this […]
Tip #639: 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 #633: What’s to love about the Dynamics Data Loader
Although it has been derided by some as a glorified import utility, Scott “Silverlight Terminator” Durow sees tremendous value in the Azure based Dynamics Data Loader for CRM Online (currently in preview). Scott says: I love the fact that you can stage the data without the 32MB file limit and then edit in Excel to […]
Tip #624: Updating won opportunity fields
When I receive an email from Mitch “Only in Texas” Milam with the subject “Well, this is interesting”, I know it will be just that. Last week was no exception: Did you know (in 2015 at least) you can change the processed and staged fields on a Won Opportunity, without reopening it? No, I didn’t […]
Tip #618: Mute power or powerless voice
If you’ve been following our Voice of the Customer videos, you may have been tempted to install the solution and try it for yourself. For those of you using PowerBI to do some cool reporting on your CRM data, a timely word of warning from Jukka “Survivor” Niiranen: Currently there’s a known issue with the […]
Tip #609: Higher SQL compatibility level does not mean better
Gayan “Performance Wizard” Perera continues to live up to his nickname with another awesome performance tip. tl;dr Beware setting the SQL database compatibility level to a level higher than 110 on a CRM 2016 system. The scenario You have an entity with more than 5 secured fields. When the record is opened it either times […]