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Update Rollup 10 for CRM 2011 introduced changes to the way quick find behaves. Quick Find Record limits  A new option in System Settings, Enable Quick Find record limits prevents searches that return 10,000 or more records. Searches that exceed the limit receive a warning instead of the search results. EnableQuickFindOptimization OrgDbOrgSetting The way Quick […]

Allows for access based on management chain or a position hierarchy Does not use standard sharing Can be used with all security models – roles, teams, shares Read Access: Manager or Parent positions have acces to records owned by their reports and downwards depending on the hierarchy depth. Write, Update, Append, Append To access is only granted

An on-premise install of Microsoft Dynamics CRM 2015 requires: Windows Server 2012 or later SQL Server 2012, SQL Server 2012 R2 or SQL 2014 Microsoft Dynamics CRM 2013 with Service Pack 1 (or later) can be upgraded to CRM 2015. Client: Windows 7 or later Browsers: IE10, IE11, Chrome, Safari and Firefox Optional Items ADFS 2.0,

A CRM blogger, Neil McDonald has identified issues upcoming deprecations for APIs in Chrome and Firefox that break CRM functionality. The changes are mainly to do with deprecation of windows.showModalDialog. A modal dialog is a dialog box that keeps the input focus until the box is closed. While the box is open the user cannot

Records in CRM 2011 that have a Customer lookup, such as Opportunity, have the following relationships. Relationship Type Field Name Account: Opportunity Parental Potential Customer Account: Opportunity Referential Account Contact: Opportunity Parental Potential Customer Contact: Opportunity Referential Contact All field names can be used in views but whether Account (or Contact) is populated depends on

Users cannot be deleted from CRM, instead user records are disabled. To remove access to CRM from a user, either disable the user record or remove all security roles from the user. When disabling a user, check the following items for knock-on effects: Saved views, does the user own any views that are shared? An administrator

I encountered an on-premises CRM organization where some reports did not run, instead a rsProcessingAborted error is shown. In situations like this, it often helps to look at the Event Viewer on the Reporting Services server. I found errors similar to the following: Report data set execution failure. Error: The EXECUTE permission was denied on the

The article at http://support.microsoft.com/kb/2664150/en-gb provides a script for cleaning up the principalobjectaccess (POA) table in CRM 2011. It seems that prior to CRM 2011 UR6 when records were deleted related records in the POA table were not removed.

  2011 Server 2013 Server RTM to UR11 UR12 or later RTM to UR2 SP1/Spring14 2011 Client RTM to UR11 Yes Yes No No UR12 or later Yes* Yes Yes (but not offline) Yes (but not offline) 2013 Client RTM to UR2 No No Yes Yes (without new features when offline) SP1/Spring 14 No No