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2015

Goal Metric - Rollup Field form

The rollup field form a goal metric uses the label Source Record Type State and Source Record Type Status.

Source Record Type fields for Rollup Field

These should, I believe show Source Record Type Status and Source Record Type Status Reason to match the display names used elsewhere in the web application.

Forms showing white space only in CRM 2015

In CRM 2015, users might see empty forms (that is no fields, just white space) because of missing privileges in their security roles.

I believe this is a bug and has been discussed here https://community.dynamics.com/crm/f/117/t/146641

The problem is caused by a role not including read rights to the campaign entity (this privilege should not be required).

ADFS Metadata Exchange (MEX) Endpoint Issues

This article describes an issue with ADFS where the ADFS MEX endpoint and the CRM Sandbox are both configured to use port 808. The article describes how to change the port.

http://blogs.technet.com/b/bshastri/archive/2014/03/20/dynamics-crm-ifd-on-windows-server-2012-r2-adfs-crm-addin-for-outlook.aspx

Microsoft Dynamics Learning and Training resources

Microsoft provides a variety of resources for learning about Microsoft Dynamics products. These are summarised in the table below.

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