Recently, one of our projects underwent an update to their Dynamics 365 deployment and discovered certain users were unable to create, read or update contact records. The custom security roles assigned to these users specifically had read only access to contacts and the users were previously able to view everything they needed regarding a contact. We tried all the known “hacks” to get them back to where they needed to be – make them system administrator, copy the role they had to a new role and assign them to it, etc. Nothing worked. The strangest thing was that their dashboards that co
As Microsoft technology evolves their platforms specific features and functionality will be retired from service. Recently Microsoft notified several customers this past week about retiring the "Access Control Service" being depreciated:
Things are about to get technical! We love helping our customers and other Microsoft Dynamics CRM users have a smooth experience with their solutions, in this blog I talk about a recent error I found and how to approach it. Enjoy!
Recently I was importing records into a custom entity and ran into the following error attempting to upload the CSV data file of Zip Code data.
Hi, I’m Jamie and I’m a Microsoft MVP!
Some of you may be wondering what a Microsoft MVP (Most Valuable Professional) is and how the award is earned. In this post I’m going to give you the inside scoop on not only what it takes to get in, but also the details you’re dying to know – like the benefits you receive with this status!
What does it take to get in to the Microsoft MVP program?
So I am sure if you have been working with Dynamics CRM Online for any length of time you have probably at least heard of Calculated Fields and Rollup Fields. To date I have found some great uses for these, but I have also run into some limitations. I am sure they will continue to improve with further updates to the product, but I would like to take a little bit of time and go through the upsides and also the limitations of these two features.
You log into your CRM Online environment and what do you see? The “Get CRM for Outlook banner”. Well you already have CRM for Outlook loaded and you just don’t want to see it anymore. There is an easy way to disable that banner.
Go into Settings/Administration/System Settings
Go into the Outlook tab and find the selection where is says “Set whether users see CRM for Outlook message” and change the selection to “No”.
I was recently working with a customer and they were concerned because their Auditing had been turned off for a particular entity. The puzzling item was, the user who appeared to have turned off Auditing was very adamant that she did not turn off Auditing that day.
I was recently working with a customer and came across an interesting scenario. They had recently upgraded to CRM 2013 and were testing out different mobile options for CRM. After setting up their IFD, I had been able to access it successfully from my office (not connected to their network) and my iPad, so it all appeared to be working well. However, they were seeing an error whenever they tried to connect to CRM when connected to a cell phone tower:
We’re sorry. Your server is not available or does not support this application.