Originally when Dynamics CRM Online first came on the market, in order for CRM partners to configure or support their clients they would either need to “borrow” one of their client’s login and passwords or the client would need to purchase an additional subscription meant specifically for their partner. These partner CRM login accounts would… Continue reading Getting around Delegated Admin Restrictions
Happy New Year!
It has been a few weeks since I posted here. Had a good Christmas break and was focused on the Canadian Powerlifting Central Championships. I did “OK”, I missed my first 2 squat attempts on depth so I had to settle for 190kg (got it on 3rd attempt with 2/3 lights). On my second attempt… Continue reading Happy New Year!
How to Avoid a Cascading Cataclysm
Despite the fact that I have worked on a lot of Dynamics CRM implementations over the years, even occasionally I will make a “Noob” mistake. Sometimes even twice. A few months ago one of my clients wanted to re-assign many of their accounts to different sales people based on a new territory setup. This process… Continue reading How to Avoid a Cascading Cataclysm
The Future of Adxstudio Portals v7 and other portal related updates
The Future of Adxstudio Portals v7 This past week any Microsoft Partner involved in the legacy Adxstudio Partner program received a letter from Microsoft stating the end of the Adxstudio Partner program. Now that Adxstudio has been part of Microsoft for a little over a year this is expected and part of the integration process.… Continue reading The Future of Adxstudio Portals v7 and other portal related updates
Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365
UPDATE 2021: There is a new release of the Report Authoring Tools that will work on SSDT 2019. Check out the updated blog post here: Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365 UPDATE July 2018: I have created an updated version of this post specifically for Dynamics… Continue reading Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365
Deploying an Adxstudio Portal to IIS
When working on a Portal project, eventually you will want it to be available to your stakeholders (whether it be the outside world or your staff). This blog posting will discuss a fairly easy method to deploy the Adxstudio v7 “Legacy” portal to Internet Information Services (IIS). These particular steps assume that you do not… Continue reading Deploying an Adxstudio Portal to IIS
Portals Web Page Structure
This is another posting about how Adxstudio/365 Online portals are structured. Today we will look at the concept of portal web pages and how they and their related components are structured in a Portal application. Hopefully after reading this post, you will have a better understanding on how web pages work within the Portal and… Continue reading Portals Web Page Structure
CRM Online Portal Components
Over the next few weeks I will be breaking out my CRMUG session on Portals into a set of blog articles. I hope these postings will help anyone who has been tasked with setting up and configuring a Portal some good information to get started. Today’s blog is a bit more “theoretical” but I think… Continue reading CRM Online Portal Components
Just how fast (or slow?) is your Dynamics CRM?
I sometimes get emails or phone calls from clients mentioning that they are finding Dynamics CRM seems slow. Despite the raw computing power of the Azure backend, physical limitations still play a role in technology. It may be the overall distance of hundreds or even thousands of miles that data needs to be transmitted. It… Continue reading Just how fast (or slow?) is your Dynamics CRM?
CRM Debug Info from your Browser
Sometimes while debugging or diagnosing issues, you need to get some more info about your Dynamics CRM system. A little known feature (that I discovered today) is the Microsoft CRM Debug page. This will list things like the CRM server, CRM database name, versions, organization guids, etc. The page is accessed simply by navigating to… Continue reading CRM Debug Info from your Browser
The ReadyXRM Blog by Nick Doelman 