If you think of migrating your CRM-System to another system or just want to transfer a view from you test environment to the productive system, creating a new solution and adding the items is easy. However, what are you doing, of some of your “Expert Users” created some personal views, which also should be transferred?
Disable implicit sharing
If you check your POA-Table, you might find that it is getting big. Searching for the problem, you might also find out, that each of your record is shared with the owner of the parent record.
Removing the sharepoint id of crm-created folders
You have setup your CRM with a connection to SharePoint (List Component or Server-Side-Integration) and you do not want CRM to add the GUID to the folder name. There is no out of the box option in the CRM-UI.
Dynamics CRM Add-Ons
There are multiple add-ons for chrome, which supports you during your daily work. In this post I want show you three different chrome extensions, which will add value to your work.
Installing Microsoft Field Service
You can use Microsoft Field Service Online and On-Premise. To download the Installation-Package for On-Premise, use the following link: https://mbs.microsoft.com/customersource/northamerica/365Enterprise/downloads/product-releases/365fieldservicedownloads
Microsoft Dynamics 365 Update 8.2.2.112 (On-Premise)
On Monday (10/30/2017) Microsoft release the new Update Rollup 2 for the On Premise installation of Dynamics 365.
Cleaning up CRM Sync Entry tables in CRM 2016 and Dynamics 365
Sometimes, there are problems with this sync and the user can’t go offline. To fix this error, you might clean up the tables with the synced information. This means, that the client seems to be a “new” client to CRM and will be fully resynced on the next offline-sync.
Error: “Waiting for a page to be retrieved from a Microsoft Dynamics 365 server”
Still using the Microsoft Microsoft Dynamics CRM 2016 for Microsoft Office Outlook plugin? Also struggling with the error message „Waiting for a page to be retrieved from a Microsoft Dynamics 365 server…”? There is a solution for this problem!