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Insufficient Permissions on Contacts

Posted: Jul 27th, 2017

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

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Lets Get Technical | CRM Import Error-Colum Heading Invalid Combination of Data Delimiters

Posted: Jun 14th, 2016

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.

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An Insider's Overview of Microsoft's MVP Program

Posted: Feb 23rd, 2016

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?

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The Good and the Bad With Calculated and Rollup Fields in Dynamics CRM

Posted: Jan 27th, 2016

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.

Calculated Fields

Pros

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How to disable the “Get CRM for Outlook” banner

Posted: Dec 11th, 2015

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”. 

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Issues with IFD on Mobile Networks

Posted: Nov 18th, 2015

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.

Tags: CRM / 2013 / IFD / Mobile

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