Tip #242: Don’t forget the default filters

Default Report Filter

Are your users confused when a CRM report freshly-minted by a report wizard, does not deliver the data they expect? Inspired by our twice the tip, our fellow contributor Andre “I’ve got 88 in my handle” Margono sent us a fresh reminder that “the default filter is something that I often forget to remove/update and […]

Tip #240: Once bitten, twice filtered

Anything that’s been done twice is usually better. That includes double cream and double barreled. Except that report pre-filtering does not work if you need a filtering entity to be included more than once in your SQL. Consider this totally random piece of SQL: You cannot just apply pre-filtering because alias CRMAF_FilteredAccount cannot be used […]

Tip #238: My workflow is my business

Workflow scope

Hey, everybody, Larry’s opportunity pipeline this month is again bigger than everyone else’s. Larry, what’s your secret? Larry, being somewhat softened by reasonable quantities of flavored C2H5OH, was more than happy to share his fortunes: It’s all about power of automatic workflows, my friends. See how I automatically increase opportunity value the moment it’s created? […]

Tip #236: How to be a time[r] lord

Timer Control

Spring ’14/SP1 release has introduced a number of very exciting features to the customer service functionality of Dynamics CRM including Service Level Agrements and Entitlements. The decision also has been made to introduce Spießrutenlaufen, previously reserved for developers, to the customer service officers. Yes, I’m talking about timer control The other good news is that […]