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2011

User view, Disabled users consuming licenses

You might have seen the view, Disabled users consuming licenses for users and wondered what it means. In CRM on-premise a disabled user does not require a license so what is the view showing.

If you look at the definition of the view in Advanced Find you see an error because Advanced Find can't show the query. Delving in the database, shows that the FetchXML for the query is:

FetchXML Field Types in SSRS

When creating reports that use FetchXML, some field types are returned with two fields, the name of the field and the name of the field with Value appended, fieldValue.

The table shows the field types that I found that have a Value version. Other CRM field types only return one field and are of type String.

Multi-series charts

When you create a chart with multiple series, the chart editor insists on adding a secondary y axis scale. This is probably something that you don't want because if you have two or more series comparing similar items the scaling will be different for each series.

There is no way to remove the secondary y axis scale in the editor. However, it can be removed by editing the chart XML. To do this:

Workflows with wait conditions and record fields

I'm writing this up because I keep forgetting what happens.

If you have a workflow that includes wait conditions that depend on a field, what happens if the value of the field changes while the workflow is running?

Imagine, a case workflow that has a condition:

Timeout until 1 day before Follow Up By

If the value of Follow Up By changes while the workflow is running, the workflow use the new value and not the value of Follow Up By when the workflow started.

ADFS Supported Configurations

CRM 2011 and 2013 uses Active Directory Federation Services for Internet-facing deployments.

The folowing table describes the supported configurations for combinations of ADFS an CRM versions.

    CRM 2011 CRM 2013 CRM 2015 Notes

ADFS 2.0

For Windows Server 2008 and 2008 R2

Must be downloaded and installed

Print Preview in Microsoft Dynamics CRM 2011

One of the Update Rollups for Microsoft Dynamics CRM 2011 stopped multiple line of text fields showing the entire contents when printing. Instead the field is shown as a fixed height window with a scrollbar; which is not particularly helpful when printed.

One trick I discovered is to add a web resource to the form for the relevant entity that adds some JavaScript to modify the properties of the field. So that the web resource does not show on the form, ensure that Visible by default is not selected.

Report Wizard Colours

The following table shows the colours used for grouping in the Reporting Wizard.

Workflows that are cancelled

In the definition of a workflow you can set an option to automatically delete workflow logs when the workflow ends.However, if a stop workflow step with a status of Canceled is included then the workflow log is not deleted.

Emails tracked in Outlook show unresolved recipient when viewed in CRM

A user has the CRM Client for Outlook installed and manually tracks emails. A copy of the email is created in CRM.

However, when the email is opened the recipients and/or senders show as unresolved recpients even though records exist in CRM with those email addresses.

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