CRM 4.0/CRM 2011 - Incorrect Sharing Permissions After Merging Records Suppose you have a custom security role similar to the one below.
Suppose as well that we have the following scenario.
System admin creates two records – RecordA and RecordB
User named Bob (with the above custom role) creates two recor
CRM Support for SQL 2012 Microsoft quietly announced support for SQL 2012 for both CRM 2012 and CRM 4 yesterday. The 2012 support was early than originally planned, and I don’t think anyone saw the v4 support coming. But it makes sense – CRM isn’t really us
CRM 2011 - Incorrect URL on E-mail Templates A client recently moved their deployment from IFD to strictly On-premise. Everything seemed all fine and dandy until they noticed that their URLs for their templates were still pointing to the old server.
The fix is simple, right? Simply go
CRM 2011 - IFD Sign-in Issues with Dynamic Worksheets If you’re a CRM user with an Internet Facing Deployment, you’re likely aware of the following issue when exporting records to Excel using the dynamic worksheet method.
This seems to be a known issue with IFD users; the issue doesn’t affe
CRM 2011 Unable to Load Plugin Assembly on Import of Solution We recently upgraded our client’s environment from CRM 4.0 to 2011. For the most part, the upgrade went smoothly during the in-place upgrade. But then we ran into a road block. In that environment, we had several CRM 4.0 plugins that w
Windows Task Manager Shortcut Key This post is not related to CRM or SharePoint in any specific way, but wanted to share a neat little shortcut key to bring up the task manager. CTRL + SHIFT + ESC
CRM 2011 – Internet Explorer Scripting Error when saving records Our client reported the following error when modifying either a contact, account, or lead records. The issue was fairly widespread across users, and as one might imagine, created a heated situation fairly quickly. Of interest was that n
CRM 2011 Unable to Update Existing Records Using The Import Data Tool We ran into an issue today with trying to update existing records for a custom entity using the Import Data tool:
‘The records were not updated because the record type was not found in Microsoft Dynamics CRM.’
We had a custom entity nam
SharePoint 2010 Minor Annoyances Pt. 1 I often find myself navigating within SharePoint directly on the server. Having blessed with installing the farm and playing around with the admin powers of configuration directly on the server, I often find myself running into a few common pro
CRM 2011 Inbound Tracking Not Working A newly deployed CRM 2011 environment with a major issue: incoming tracking is not working for all users. An e-mail would only be tracked if a user manually clicked on ‘Track in CRM,’ regardless of the source address, and affects all inbound e-