Tip #219: You want the top one

One invoice only

One of the challenges of creating reports is the lack of real data in development environment. There is not enough Nancies Davolios to simulate real volumes. For that reason alone production organization is often replicated “back” to test and development environments. Reports suddenly come to life and designers can see 7-figures opportunities and otherwise empty […]

Tip #218: Sales Literature vs. SharePoint

So you have implemented Dynamics CRM with SharePoint document integration. The mindset of many companies with SharePoint is that SharePoint is where all documents should live, and that is a good idea, as SharePoint provides document collaboration features not found in CRM. However, Microsoft Dynamics CRM includes Sales Literature functionality. The value of sales literature is that […]

Tip #216: In a parallel dimension

I’ve had the following discussion with two different CRM administrators in the past week. We’ll call them “Larry.” Larry: “My CRM organization is very slow. I try to search for records and it takes 25 seconds. I tried to import an organization, and it took 25 hours to complete.” Me: “What is your Max Degrees of Parallelism setting in […]

Tip #215: Computer says ‘no’

Well, this is embarrassing. Remember that flogging I unleashed on unscrupulous developers being disrespectful to LINQ, performance and humanity in general? I was basking in my own cleverness of possessing the knowledge of LINQ operators including magic Any: Yesterday I had a chance to use what I preached and this is what I got in […]

Tip #213: Add a subgrid of related security roles to the user or team form

roles2

In a comment on Tip 211: When upgrading, don’t forget the team form, Pebo asked “what about the possibility for showing roles in subgrids of teams and user forms?” This is a great question, and we have an answer. First, you need to understand security roles in Dynamics CRM. There is not just one record for […]