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If the address on an account record changes, the addresses for any related contacts are not changed. At first it seems that you have to edit each contact record separately which will of course be time consuming. However, a trick I learnt in the early days of CRM is to select the related contacts and […]

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 updates to CRM released in May 2014 (known as the “Leo” release) bring many new features. Here is a list (not necessarily exhaustive): Enhancements to Service Management with many new entities Can merge cases Hierarchical linking of cases in case forms Status transitions for Case and custom entities Private Queues New calendar types for

The editor for composing emails in CRM provides limited functions for formatting text. In particular, there is no obvious way to insert hyperlinks. However, you can insert a hyperlink by either writing the link in another application such as Outlook and copying the text into the CRM email or directly writing an HTML A tag

Service Pack 1 for Microsoft Dynamics CRM 2013 and CRM Online Spring 14 introduces substantial enhancements to Service Management. However, the new features are disabled by default (unless you are a new subscriber to CRM Online). The new features are enabled in Settings > Administration > Install Product Updates. Even if you don’t install the

SQL 2012 can use Managed Service Accounts and Virtual Local Accounts as described here: http://msdn.microsoft.com/en-us/library/ms143504%28SQL.110%29.aspx#New_Accounts Installing CRM 2013 works with the default virtual local accounts created when installing SQL 2012. However, installing Reporting Extensions reports an error that a local account is used for Reporting Services and this must be changed to a domain account.

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

If you duplicate a CRM database using SQL Server (backup and restore) and the Import Organization wizard, record GUIDs are preserved.