Tip #751: When only some views fail

Square wheel fail

Symptom Users can freely access entity records in some views but not the others – instead they receive the following error: You do not have permission to access these records. Contact your Microsoft Dynamics CRM administrator. Solution Check that the views that generate “access denied” error do not include fields from the parent entity users […]

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 #291: Disabled Views and CRM for Tablets

In Dynamics CRM, if you have a system view that you don’t want users to see, you can deactivate the view in customizations. That means that the view will not appear in the CRM view selector. Except for in the tablet app. You see all views, even the disabled system views. This has been fixed […]

Tip #283: Create a limited customizer role

In most deployments, users who need to manage customizations in an environment are granted the System Administrator or System Customizer role. This gives them the ability to create or edit entities, relationships, fields, views, charts, dashboards, the whole enchilada. But what if you want a nibble of the enchilada? Not all customizations carry the same […]

Tip #200: Now you see it now you don’t

As you may or may not know, Unified Service Desk (USD) has made its appearance alongside with CRM 2013 SP1 in May 2014. It makes use of User Interface Integration (UII) SDK capabilities that has been part of Dynamics CRM SDK download since December 2013. We thought it was important back then but now there […]