Tip #945: If Dynamics 365 seems to be broken, check browser extensions

Extension cord fire

If a user experiences some odd and unusual Dynamics 365 behavior, it could be due to the browser “plugins” that are known as Chrome extensions, Firefox add-ons, and Edge extensions alike. Recently I installed AdBlock and Privacy Badger and found that I cannot effectively access Dynamics 365 / CRM without disabling these extensions. That seems […]

Tip #821: Troubleshoot Xrm.Tooling connection to Dynamics 365

Connectivity

We’ve long been recommending the use of CrmServiceClient in your applications that connect to Dynamics 365. But what to do when the client just wouldn’t connect? The easiest way to start troubleshooting connectivity to Dynamics 365 is to run LoginControlTester.exe that has long been part of the SDK and can be found in <SDK>\Bin folder. […]

Tip #779: SaRA goes web

SaRA for CRM

Previously on SaRA: Tip #635: SaRA to help CRM Tip #750: Better diagnostics for CRM for Outlook In this episode, SaRA adds new diagnostic scenarios for web sign-ins: Verify network connectivity Verify sign-in credentials Retrieve the list of Dynamics 365 instances for the tenant. If there is more than one instance, you are prompted to […]

Tip #758: When users are unable to save personal views

Private property keep out

tl;dr When no one in your organization including system administrators can create or update personal views, check that you don’t have any plugins registered on all entities to run in a context different from a calling user. Mundane details Symptoms: when personal views are created or updated, all users including system administrators receive the following […]

Tip #635: SaRA to help CRM

Gail, did we fix your problem?

Who is SaRa and why is she helping CRM? Not who but what. SaRA is the acronym for the Office 365 Support and Recovery Assistant which is a powerful diagnostic platform created by the Office team. In many cases, SaRA offers automated solutions that can fix problems for you. And now SaRa includes CRM diagnostics, […]

Tip #481: Mobile App Troubleshooting Part 2

Visualization with Chart after adding required entity

Yesterday I posted a tip about Mobile App Troubleshooting regarding duplicate views creating an error message in the mobile app. Today I would like to add to that with an issue that we experienced while doing the original troubleshooting. It is one of the Duh! moments where as soon as you know what to do […]

Tip #480: Mobile App Troubleshooting

Recently we ran into a vexing issue with the use of the Dynamics CRM (for phone) app. The error was occurring on all three platforms we tested – Windows Phone, Windows Desktop and Android phone. We connected the application to another organization and didn’t see the error. So we concluded it must have been something with the […]

Tip #329: Resolve Missing Record Dependencies

The other day after importing a solution into an environment, I started getting error messages when I tried to save a record. The log told me the error was because an entitlement template with ID “2b2ef0de-24b6-e411-80da-fc15b4286d18” did not exist. It seems that somehow my solution had a dependency on this record, and that record didn’t […]

Tip #176: Adminless traceless troubleshooting

No administrators allowed

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, […]