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When you assign an O365 user a Global Administrator role, and this user is assigned a Dynamics CRM license, system will automatically assign a System Administrator role to that user. If later on Global Administrator role is removed, the system will also remove a System Administrator CRM role regardless whether it was automatically or manually […]
Tip #176: Adminless traceless troubleshooting
tl;dr When users are presented with a generic error message, URL in a browser address bar sometimes contain enough details about the error to determine the actual cause. How to fish “An error has occurred.” How wonderful. We all have seen it at one point of our CRM lives or another. Users unable to login, […]
Tip #144: Restrict AD browsing when adding new users
If you are a hosting provider or a security-conscious administrator managing multiple CRM deployments then you’d like to avoid exposing entire Active Directory when user with appropriate permissions clicks New Multiple Users and then opts to browse all trusted domains and groups. There are some unsupported methods as well as supported C# code to achieve […]
Tip #97: CRM Administrators Don’t Take this Shortcut
Okay, I understand, we are all busy and have more to do than time to do it. As CRM Administrators we can often spend most of our day reacting to requests with little time to actually plan our response. Here is the typical scenario – The marketing manager calls you and lets you know that […]
Tip #79: Limit use of System Admin and System Customizer Assignments
At the risk of significant human induced catastrophe, don’t assign the System Administrator or System Customizer security roles to anyone that hasn’t received in-depth training in customizing, configuring and managing the CRM system. No matter how expedient it might be to assign the role to a marketing team member that needs to go into the […]