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
xRM – What is it? A week ago I went to my first Canadian MVP day at the Microsoft offices in Mississauga, Ontario. It was great to network with MVPs from other Microsoft products. Most were aware of Dynamics 365/CRM but I found a few who were not aware of the full platform capabilities. So… Continue reading What is “xRM”?
I was scanning the Microsoft Community Forums the other day when someone was asking a question about why the Actual Revenue field would get populated even if an Opportunity was closed as “Lost.” This didn’t make any sense to me, so I logged into a sandbox instance of Dynamics CRM 2016 sp1 and tried it… Continue reading Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)