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Adxstudio Portals

ADX Studio on-premises versions are no longer supported by Microsoft. Adxstudio portals version 7.0.0018 to 7.0.0022 are supported by pay per incident processes can be installed on Microsoft Dynamics CRM On-premises versions 2015 and 2016 and CRM Online Trial keys are no longer issues Adxstudio portals version 8.x and later At the time of writing

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Webformhost errors with Office 2016

I encountered an error with the CRM 2011 Client for Outlook when running on Office 2016. The error is about webformhost failing. Although CRM 2011 is compatible with Office 2016 according to the compatibility matrix, it seems that several people have this issue. The resolution that worked for me was to add a registry key

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Confidential Records

Occasionally I’m asked by clients to provide a facility to mark records (usually contacts) as confidential. I then have to establish what the client means by confidential. Most times, the client wants to have records that are marked as confidential visible only to a defined set of users even though the general policy is that

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Firewall settings on CRM Server

This document https://msdn.microsoft.com/library/dn683916(v=crm.6).aspx describes the connectivity requirements for CRM in various configurations. Three ports which must be enabled on the CRM server are: 80 for incoming web access using http 443 for incoming web access using https 808 for the CRM SDK Listener A symptom of no access on port 808 is that FetchXML based reports do not

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Disk Cleanup on Servers

The disk cleanup option is not shown on property pages for disks on server operating systems. Some articles suggest installing the Windows Desktop Experience to get this feature. However, this is not necessary. Follow the instructions at https://technet.microsoft.com/en-us/library/ff630161(v=ws.10).aspx and you can run Disk Cleanup as a standalone program without installing Desktop Experience.

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Reporting on Activities

THIS IS WIP Activity Entities Microsoft Dynamics CRM has several entities for recording activities as shown in the table. It is possible to create custom activity entities. Each activity type has a code. Activity Type Code Notes Appointment 4201   Email 4202   Fax 4204   Case Resolution* 4206 Created when a case is closed

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