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Merging CRM Records with OneNote

When merging two records in CRM that both have OneNote workbooks created in SharePoint, the merge will throw a undetailed error. To continue with the merge, a few steps need to be taken to remove one of the workbooks and allow the merge to happen.

Salvatore Montini by Salvatore Montini

CRM Tip: Comparing Security Roles with Photo Editor Layers

Comparing security roles in Dynamics CRM can be a major hassle, and take quite a long time to identify exactly which items are different. Here's a quick tip that can be used to overlay the roles on top of each other so it's immediately apparent which permissions are different.

Dan Fink by Dan Fink

Creating an Audit Report for User Logins in Dynamics CRM

If you’ve ever tried to create an audit report for Dynamics CRM, you may have noticed that you can’t create one with the Report Wizard. The Audit Summary Report in the Settings area gives you some information, provided you enable auditing for the correct entities. However, if you need detailed information on your report, or you wish to share this report to others in CRM, you quickly realize that your options are limited.

John Adali by John Adali

Fetch XML Previews in Visual Studio Reports for CRM

Having issues using Visual Studio to build reports for CRM? Does the Link-Entity in your fetch cause results to not populate? This could be related to your Query String, and a quick change can resolve this to let you fetch as many entities as you need.

Dan Fink by Dan Fink

Deploying Provance ITSM to Dynamics CRM

Provance's ITSM product is more than just a CRM solution with a few entities, it's an entire bolt-on to CRM which can automate your organization's service management, and here's how to deploy it.

Dan Fink by Dan Fink