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2013

Related records navigation not showing for records in CRM 2013

I came across an issue where the related records navigation dropdown was not showing for records with long names.

Researching the issue revealed this to be a problem with Internet Explorer 8 and fixed in Update Rollup 2.

 

CRM 2013 by the numbers

Many areas in Microsoft Dynamics CRM 2013 have limits, this table collates some of them.

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

Items missing from Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2013 introduced a user interface that is quite different from earlier versions. This interface works across many platforms and is responsive. To achieve this buttons that appeared in earlier versions no longer show and other items have gone missing too.

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.

Add Record and Open Associated Sub Grid Icons missing from sub grid

Scenario: Create two relationships between opportunity and contact (one as 1:n and the second as N:N)

Add a sub grid to an opportunity form for each relationship.

Only the first sub grid shows the Add Record and Open Associated Sub Grid icons.

It doesn't seem to matter which sub grid is shown first, but only the first one has the icons.

 

14th Jan 2014 - Acknowledged as a bug by Microsoft

Microsoft Dynamics CRM Licensing

Microsoft Dynamics CRM 2013 and CRM 2015 has the following licence types
 
  On-Premise Online
Client Access Licence (CAL) Essential Essential
  Basic Basic
  Professional Professional
    Enterprise
     
Server Server Not applicable

Saving email credentials in Server-Side Synchronization

  • Server-Side Synchronization is a new feature in Microsoft Dynamics CRM 2013 that can remove the need to install and run the Email Router. When configuring Server-Side Synchronization, if you are not using SSL for the CRM website the following will not work:
  • Saving email credentials in email server profiles and mailbox records
  • Entering connections to servers that do not use SSL

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