• Read-only fields are not read-only when FormType is Create

    I have some fields that are marked Read-Only on my form (using the Read-Only flag in the attribute's properties). I have an OnLoad script that populates these fields with some default values, and I do not expect the field values to be saved -- the field's are read-only and I am not using ForceSubmit to save the values when I save the form.

    However, when I save the form the values of the read-only fields are written to the database. This only happens when the form is saved for the first time (ie. when the formtype was Create, not Update).

    I've already tested this behaviour using IE7 and IE8 on different PCs and on a number of CRM 4.0 systems using UR10, UR13 and UR14 -- all display the same behaviour.

    I can implement a workaround -- an OnSave event to null the values of read-only fields when the formtype is Create -- but this to me to be a bug.

    This causes a problem because I am using a retrieve method to load some values from an associated record. The values retrieved from the associated should not be stored on the child form (otherwise we have denormalised the data and have two versions of the truth). I want the associated record's values to always be retrieved when the child form is created/opened, displayed in read-only fields and and never stored on the child record.

  • All Dynamics CRM training course materials should be free for everyone to download

    My suggestion is that CRM training materials should be free for anyone to download.

    Partners are expected to purchase a Microsoft Dynamics Partner Foundation or Advantage Service Plan in order to access several benefits including access to the Dynamics CRM 4.0 and 2011 training guides.

    The Dynamics service plans are most popular with larger partners who are committed to Dynamics CRM. The service plans are less popular with new and small partners who are still building their committment.

    This means that the CRM professionals who need the most training (those who work for new and smaller partners) do not have access to training material, while those who are most likely to be certified already (those who work for Silver and Gold CRM certified partners) do have access to the training.

    Well-training, certified CRM professionals perform better CRM implementations. It's in everyone's interests -- Microsoft, partners and customers -- to ensure that Microsoft Dynamics CRM has more well-training, certified CRM professionals available than competing systems. Microsoft will have happier customers, larger market share and greater software licensing revenues by providing free training materials to its customers and partners than it will by attempting to turn training requirements into a source of revenue.

    Salesforce.com, for example, provide administrator training guides at no charge for anyone to download from their website: http://www.salesforce.com/assets/pdf/misc/SG_CertifiedAdmin.pdf.

    The Microsoft Dynamics CRM 3.0 training course materials were free for any customer or partner to download and study. However, the policy changed with the release of CRM 4.0 and hasn't reverted with the release of CRM 2011. It should!

  • The filter criteria for the Open Activities and Associated Open Activities should be the same

    The filter criteria for the Open Activities view is Status = (Open, Scheduled) but the filter criteria for the Associated Open Activities view is Status = Open.

    This means that the standard Activities sub-grid on the Contact form doesn't display scheduled appointments as a user might expect, but the scheduled appointments are displayed in the Activities left-hand tab.

  • Retain audit history when a solution is imported

    Current situation: since CRM 2011 the auditing feature is turned off when a solution is imported, and the audit history is lost if the audit feature is enabled again.
    Impact: the auditing feature is almost useless for any customer that imports solutions more than once every few years. This impacts every customer that use solutions and auditing.
    Desired situation: auditing should not be affected by solution imports.

  • CRM portals sandbox license

    Several of my clients assume that CRM Online sandbox instances don't require a portal license. This is understandable: users do not need additional licenses to access sandboxes and there is no guidance given in the Pricing and Licensing Guide (May 2016).

    Some Microsoft representatives suggest that customers do need to purchase portal licenses for sandboxes, but I can't find any guidance to confirm this.

    Ideally, there would be a low cost CRM portals sandbox license given that sandbox portals are likely to be much less visited and used and therefore require far fewer resources than a production portal.

  • Dynamics 365 Online Service Administrator role

    There is currently no Office 365 admin role for Dynamics 365 service administrators. (https://support.office.com/en-us/article/About-Office-365-admin-roles-da585eea-f576-4f55-a1e0-87090b6aaa9d?ui=en-US&rs=en-US&ad=US).

    I think there should be.

    Imagine the following scenarios where it would be useful:

    1. A Microsoft partner is providing Dynamics 365 support to a Microsoft customer. The partner needs to be able to manage and support Dynamics 365 CRM instances, but the customer's security policy prevents third-parties being granted Office 365 global administrator privileges.
    2. A CRM administrator needs to be able to manage CRM instances for her local business unit, but her company's Office 365 service is managed by a global IT service provider that operates from another region and timezone and she cannot get timely support for backing up and restoring CRM instances.
    3. Ten people with System Administrator security roles in Dynamics 365 are receiving email messages about storage consumption at 99%. Only Dynamics 365 System Administrators that are also Office 365 Global Administrators are able to manage storage, but none of the ten people knows which of the others has that role. So the storage issue doesn't get resolved on time and the Dynamics 365 service is degraded for all users.