Importing Data with Guids into Dynamics 365

Often when moving data around between Dynamics 365 (CRM) instances, you want to preserve the guids of certain records so they are the same across instances. This helps with workflows that link to entities directly - you don't have to edit the workflow and re-link things. Additionally, configuration information is usually guid-sensitive. In the past I've used Scribe or Kingsway Soft to move records around and preserve the guids - but it turns out to be very simple with Excel. Here's how to do it... [More]

D365: Set Customer field to default to Contact

Here's a handy little JavaScript that lets you set a Customer Field in CRM to default to Contact instead of Account. A Customer Field is a "special type" of field in CRM that can either be set to an Account or Contact. When you add a custom one in CRM, it defaults the lookup to go to Accounts first - the user then has to manually (every time!) change it to Contacts if they want to select a Contact record. [More]

Set ADFS Timeout for CRM/D365 On Premises using IFD

If you run CRM/D365 on premises you may notice that out of the box the security tokens only last for an hour and then you have to log in again. This is because the default lifetime of the security token for claims-based authentication in Active Directory Federation Services (ADFS) is 60 minutes. When I normally set up an on premises installation, I set the token lifetime to be at least 8 hours (480 minutes) so that users will be able to log in when they arrive in the morning and then use CRM uninterrupted until they leave at the end of the day. The next day when they go to CRM, they have to log in again. [More]