Re-Create a CRM User

We recently had a query from a customer where a user profile became corrupt. They wanted to delete and recreate a user in CRM. They were on CRM 2013 on premise so we had a couple of things to consider but it is not too tricky!  CRM 2013 and above you cannot delete users using…

Power BI setup with Dynamics CRM Online fails

I ran into an issue recently when trying to connect Power BI to CRM and thought it was worth sharing. I logged into Office 365 and clicked on Power BI > logged in – Select Services > Get Data > Dynamics CRM Online It now asks for your organization Odata web service URL. No problem, you…

Setting up an ADX Portal

Before I get started; Please remember this is simply a quick fire solution to getting started with ADX and MSCRM. Some of the information is snipped from the ADX Community (https://community.adxstudio.com/) which you should join for further information. My blog post will simply stop you from hunting around for bits of information that I had…

Android compatibility with CRM

Android compatibility with CRM   Android versions, CRM 2016 and CRM for phones express app..Help Required! Questions can quickly arise regarding the compatibility of Androids with CRM 2016 as more and more businesses use CRM on the move.   As of 1st May 2016 I can provide you with a summary on what is and…

Who is 1984?

  My name is Stephen Heppelstone. I am a Microsoft Dynamics CRM Consultant for a Microsoft Dynamics Partner based in a little village in Hampshire. Unfortunately, it does not look quite as picturesque as below…However, it is a wonderful company to work for with a great collection of talents and personalities that I have the pleasure…

Those little CRM hacks worth avoiding

One of of my colleagues came across an interesting scenario when trying to re-activate an activity. Out of the box CRM does not include a  “re-open” or “re-activate” button on activity records. We could write some code to add an “activate” button onto activity entity forms so when a user presses it the activity is re-opened….

Solutions made simple….er

This isn’t intended to be a long post on everything you can do with solutions or how to set them up from scratch. This is intended to layout the method on how you use solutions to move customisations over from a Test system into a UAT organisation. Problems that come to mind – Should it be…

Asynchronous/Synchronous Processes

Almost everything you could want to know about Asynchronous and Synchronous processes in CRM.  I need to see all of the processes which have been running, where can I see this? Asyncoperation table in SQL shows all processes.  Custom integrations Integration’s such as Sage to Dynamics CRM where something like Scribe is not involved, would…

Renaming Entities / Translations

Translations & Renaming entities correctly! Find your custom Solution, open it then go to the Export Translations button. This will give you two files which are zipped up so unzip this and open the main file (CRM Translations.xml) using Excel and ensure it is ‘Unprotected’. You can do this by going to the ‘Review’ tab…

Scribe (7.9.0) Publisher upset at the data – CRM 2015

Scribe (7.9.0) Publisher not picking up records – CRM 2015 Problem An Initial import was run to push NAV data into the Scribe Publisher queue found in the NAV database. This table then clears down when the publisher attempts to take the data to the Scribe in queue but it fails and the data is…

CRM is down – Auto-rollover failed – ADFS errors

  Please note: This articles steps are taken directly from Microsoft’s own official article found here: https://support.microsoft.com/en-us/kb/2686840   You are here so I am guessing you might be seeing the error below right? The Token-signing certificate and Token-Decrypting certificate in ADFS will automatically be renewed by the Auto Certificate Rollover feature because these certificates reach their expiration date. The…