We had a client the complained notes were not visible in Opportunities. Found the issue in the Font Color in the style sheet. I edited the file CRMWeb_staticcss1033notesv2.css.aspx by changing the notesTextBoxDiv color to #000000
Read MoreThank you to Martin Buist @ http://www.martinbuist.com/windows-server-2012r2/how-to-change-token-cer… Once a year a new token certificate needs to be extended in ADFS. If you have autocertificate enrolment on then this wil happen automaticly. However you need to inform the Relying party trust of the new token certificate if they do not use you adfs xml. Most partys
Read MoreNew Navigation Menu With the new menu features, you can get where you need to go faster, less scrolling and fewer clicks. Upon clicking on a work area tile (like Sales), you get a list of all the entities/items per section in the work area. Administrators can manage the items under each work area,
Read MoreMicrosoft Dynamics CRM by default will allow an export from CRM to Microsoft Excel of up to 10,000 records. If you are trying to export more than 10,000 records, CRM will allow the export, however there is no warning that only 10,000 of your 10,000+ records just exported. The solution for this is to increase
Read MoreIf you have customized the Group Names (i.e. ‘Common’, ‘Sales’, ‘Service’, ‘Marketing’, ‘processes’) located in the form navigation pane of Microsoft Dynamics CRM, you need to assign the appropriate permissions to users so they can actually see these changes. The privilege inside of the security role that needs to be turned on is called ‘ISV
Read MoreRecently when I was creating an SSRS report and was having a difficult time inserting a watermark. Unlike Microsoft Word, there is no button called “watermark” where one can be easily inserted. I could also not find a way to have a text box with an adjusted transparency. Instead I came upon a very helpful
Read MoreNjevity and our partners wanted to brand the sign in page for our Microsoft CRM ADFS logon page. To do this we had to add a logo file and edit a couple of code and configuration files. On our ADFS servers we did the following: 1. Copied a our logo graphic file to c:inetpubadfsls (the
Read MoreIf you are familiar with Dynamics CRM 2013, than you are aware of the great new auto-save feature that was introduced with this release. By default, Dynamics CRM 2013 will auto-save the form you are working on every 30 seconds unless you increase the time-lapse period or disable the feature. If you disable the auto-save
Read MoreWe found an issue in Microsoft Dynamics CRM update rollups 15 and 16 when trying to apply filters to views. When adding any filters for “Related” records to a view and then saving the view and closing, the filter will not save. If you re-open the view to check for the filter you just added
Read MoreIf you are struggling to sign into Microsoft Dynamics CRM as a different user because you automatically keep logging in as the same user, it is probably because your company has implemented Single Sign-On functionality. Single Sign-On is when your computer’s credentials are automatically passed along to the site, rather than making you manually enter
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