Tip #715: Backup and restore CRM Online at will

Floppy backup

Derek “clients call him ‘The Guru’” Hughes has been our follower for some time and today he returns the favor with some interest because his tip is hot. We haven’t seen any announcements or heard anything in the official channels regarding backup and restore coming in any wave updates. Edit: official announcement and documentation are […]

Tip #714: Avoid solution bloat with the new solution component framework

Bloat fish

Adam “you say gotcha, I say undocumented feature” Vero has the microphone. The ability to add individual components to a Solution in 2016 is great, with or without the formal patch clone, update and rollup features. You can add just the things that you are actually changing to deliver the requirements for a sprint, or […]

Tip #702: How to tell apart system roles and their clones

Role play and theater masks

It’s been a while since we had a truckstop but Larry “Tex” Lentz keeps asking questions on behalf of some mysteryous “students”. Let’s stop and listen. How can one tell if a security role is a copy and which role it’s a copy of? Feridun “Best Twitter Handle for CRM MVP” Kadir closed the discussion […]

Tip #685: Support requests for your CRM Online customers

When the wheels are falling off

If your CRM Online customer is experiencing a problem, one of the options is to create a support request in O365 portal (hopefully before the wheels start falling off). As it turns out, there are customers and then there are customers. “Normal” accounts MSOLP accounts provisioned via O365, would have an option to create a […]

Tip #670: If activities disappear, take this pill

Magic disappearance

We’ve had one of the users reporting a really bizarre issue – all his activities have simply disappeared from CRM. The user was synchronizing with Outlook and activities are still present in the mailbox with Regarding field empty. Thanks to Adam “Human Bing” Vero, the behavior is no longer a mystery but rather an annoying […]