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Continue reading →: The user authentication passed to the platform is not valid error – CRM 2011
We were getting below exception when we click “Track in CRM” button from CRM 2011 outlook client The user authentication passed to the platform is not valid Fix We fixed the issue by providing the “Act on Behalf of Another User” privilege to the User’s security role So what is…
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Continue reading →: CRM 2011 sub grid grey out/freezing issue – workaround
We have a custom entity form having 2 sub grids. The problem was, when we open the record and click on ‘Save’ ribbon button (I.e., updating record) Sub grids are not getting refreshed Sub grid section is greying out To fix the sub grid refresh issue, we used below retry…
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Continue reading →: CRM 2011 Service update – Polaris released
Microsoft has released its CRM 2011 December 2012 Service Update, codenamed “Polaris”. Here is video of Polaris user experience enhancements by CRM team. Download the SDK from here Polaris has much awaited cross browser support and list of new capabilities Cross browser support Versions of Mozilla Firefox and Google Chrome on…
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Continue reading →: Deleting personal views in CRM 2011
Today I was trying to delete one of my “Personal View” and to my surprise I had to spend some time to figure out the delete option. Below are the steps to delete “Personal Views” in CRM 2011 Go to “Advanced Find” Choose the entity which you have Personal View…
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Continue reading →: Minimum privileges required to access CRM application
To access CRM application using either Browser or Outlook and perform common tasks all users must be assigned at least one security role with below minimum privileges. Below is the matrix Entity Name Privilege(s) Access Level Security role “Tab” Name User Entity UI Settings Create, Read, Write User Core Records…
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Continue reading →: Entity Ownership in CRM 2011
In CRM 2011, when you create a new entity you can define the entities “Ownership” by choosing “Ownership” option So what does it mean? Entities, can be owned by Organization User or a Team Lets see the difference between both Organization owned entity Records of “Organization owned entity” can be…
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Continue reading →: 2012 in review of My Blog
The WordPress.com stats helper monkeys prepared a 2012 annual report for this blog. Here’s an excerpt: 19,000 people fit into the new Barclays Center to see Jay-Z perform. This blog was viewed about 91,000 times in 2012. If it were a concert at the Barclays Center, it would take about…
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Continue reading →: SSRS Extension Installation does not display SSRS Instances – CRM 2011
The other day to configure CRM environment, we were installing “Microsoft Dynamics CRM 2011 Reporting Extension” and to our surprise “SSRS Instance” dropdown was blank and we could not proceed further Reason We had 2 machines one with CRM application server and another with both “SQL server” & “SSRS Reporting services” The…
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Continue reading →: CRM 2011 quick optimization guide
Here is the MSDN article on quick optimization of CRM 2011 CRM 2011 Optimization Guide It has optimization settings by sections and below are the direct links Authentication IIS CRM Registry Keys Database Outlook Client Internet Explorer Email Router SQL Jobs Here is the link to white paper on “Optimizing…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 