Tip #302: Optimize CRM by updating statistics and reorganizing indexes

Another SQL nugget from Gayan “Mr Performance” Perera: If you’re running CRM (any variant) on-premise you can optimize the speed of the system by setting up two management jobs inside SQL. First, update statistics of the organization_MSCRM database every day (outside business hours). Second is to reorganize the indexes of the organization_MSCRM database every 2-4 […]

Tip #295: New entities and attributes in CRM 2015

Julie “Nighteye” Yack asked the other day: Is there a magical list somewhere (that I have failed to find after half an hour of binging, or banging?) of new entities and new attributes on existing entities for 2015? Everhelpful Jim “Mr SDK” Daly chimed in: The metadata browser allows you to filter by entities using […]

Tip #292: Licenses minimus

CRM Online Enterprise Purchase

According to the screenshot, Feridun “The Fifth Beatle” Kadir was literally one minute from his new CRM Online account. He hesitated though, quite unsure about the small print on the deal: The minimum number of professional licenses for a new subscription to CRM online is 5. But the screenshot suggests a company can sign up […]

Tip #133: Do not add CRM application pool account as a user

It’s quite common to configure Microsoft Dynamics CRM during the installation to use domain account to run web application service. In fact, this is exactly how you configure load balancing front-end configuration. It might be tempting to add the domain account selected to run CRMAppPool as CRM user. (Have no idea why, it just is). […]

Tip #47: Simple multi-select lists in CRM 2013

Multi-select lists in CRM 2013

There is no out of the box support for multi-select pick lists in Dynamics CRM but since the latest UI improvements in CRM2013 you can use a standard N:N Relationship with form sub-grid to get a most respectable multiple selection form field. For example, if we wanted a ‘Languages Spoken’ pick list on a Contact […]

Tip #34: CRM Gustronomy – force the workflow order

Shan McArthur, our fellow MVP, asked the other day: How can we order workflows? For example, I have an auto-number workflow that adds a case number to an entity, and I want that workflow to run before another workflow. I considered using wait states – i.e.: workflow 2 waits until the case number is not […]