As consultants, we often perform an analysis of CRM systems belonging to prospects or customers, perhaps because they have performance issues, they want to upgrade, or we need to understand more about their current implementations.
If the CRM is on-premises, it is useful to find out about which out-of-the-box CRM entities are used, custom entities if any, number of records, and size of tables. You can find out all about this easily through few clicks and without having to write any T-SQL.
Continue reading “How big is the CRM database?”
You are importing a CSV content to your Dynamics CRM instance, and receive the following error, “The column heading cannot be empty.”
Continue reading “How to resolve “The column heading cannot be empty.” when importing CSV to Dynamics CRM”
If you need to produce a report to display and audit users’ Business Units, Teams, and Security Roles of your Dynamics CRM, for example to ensure the correct users are assigned correctly before the go-live, then this report may be useful.
Continue reading “Display and Report User Business Units, Teams, and Security Roles”
I found this good website if you look for consistent looking icons for Dynamic CRM custom entities: http://www.flaticon.com. You can search for icons by using keywords, add them to cart, and upon download, specify the size – 16px and 32px are the ones needed.
Continue reading “Icons for Dynamics CRM Custom Entities”
When you develop an SSRS report for CRM with Visual Studio Business Intelligence Studio and test the report working in Visual Studio, but not when uploaded to CRM, you will encounter the following error:
The report cannot be displayed. (rsProcessingAborted)
Try Again | Close
Continue reading “Troubleshooting “The report cannot be displayed. (rsProcessingAborted)” Error Message in CRM”
When working with any Microsoft Online systems in the cloud, such as Exchange Online, CRM Online, or SharePoint Online, they come with Office 365, which is a portal for managing users, domains, licensing, services and other admin-related matters.
Continue reading “Managing User Accounts in Office 365”
Microsoft have special Scale Groups for “heavy” CRM Online instances. A higher scale group allows longer timeout period (60s increased to 120s, or 300s) and processing more records (50k increased to 100k).
Continue reading “Special Scale Groups for CRM Online”
For CRM Online, please see this post.
You may find the look and feel of entity forms in CRM 2013/2015 a bit too plain.
Continue reading “Prettify Entity Form in CRM 2013/2015”
CRM 2013 has gone metro-style and so should your icons for custom buttons and entities!
icons8 (http://www.icons8.com) has a large (1500+) metro-style icons perfect for this. They are free for personal and commercial, use, as long as you include an attribution and a link back to their site. Alternatively, you can purchase them at a very nominal fee of USD 149.
Continue reading “Metro-style Icons for CRM 2013”