Setting the Default Org for Dynamics CRM

If you work a lot with Dynamics 365/CRM On-premise systems with multiple organizations (business lines or DEV/TEST), sooner or later you will likely to run into some known issues with users running reports because their user account does not have a security role in their “default” CRM organization. Essentially if a user was created first… Continue reading Setting the Default Org for Dynamics CRM

Dynamics CRM Business Rules Not Working Issue

A few months ago we pushed a enhancement update to one of our Dynamics CRM customers.  The enhancements were a collaborative effort between our team and our client’s team (whom have been become CRM experts).  The package included number of configuration changes, workflows, dialogs, JavaScript and some security changes.  The enhancements had already been deployed… Continue reading Dynamics CRM Business Rules Not Working Issue

JavaScript Code Location on Portals 8.2

Microsoft Dynamics 365 Portals v8.2 introduced a new way to implement multilanguage portals.  I outlined how to enable multi-language on portals here. Essentially, there is now a “parent” web page record as well as a “child” page for the default language and additional content language pages can be added. What can be confusing is if… Continue reading JavaScript Code Location on Portals 8.2

Stopping Deactivation of Records in Dynamics 365

There was a question recently on CRMUG about how to modify security to prevent users from Deactivating Contacts. In Dynamics 365, the security roles can be configured (and is best practice) to prevent users from deleting records. Deactivating records is generally a safer process as it can be reversed and no information is lost.  However, there… Continue reading Stopping Deactivation of Records in Dynamics 365

Setting Multilanguage in Portals

This may be a surprise to some, but the Internet is available in other languages beside English. Shocking news!  When this happen?  Is this real or just “Fake” news? The following is a step by step guide to enable multi-language in the Dynamics 365 Portal.  These instructions also appear in the official documentation, but I… Continue reading Setting Multilanguage in Portals

XrmToolBox: Portal Code Editor Overview and Review

Before we dive into today’s topic, I want to thank everyone who attended my “Portal Developer Primer” webinar on March 30th.  My apologies to those of you who tried to attend on March 28th, thankfully we were able to sort out the technical diffuculties.  The recording can be found by clicking here. Without further delay,… Continue reading XrmToolBox: Portal Code Editor Overview and Review