Tip #331: What kind of Bing Map license do I need?

binglicense

Donna “Not Congresswoman Donna F” Edwards sent a helpful tip about how to determine what type of Bing Maps license you need for an on premises deployment of Dynamics CRM. If you go to http://www.microsoft.com/maps/Licensing/licensing.aspx, it will ask you questions to choose which type of license you need: This page also discusses the scenarios for each […]

Tip #330: When should you use CRM as a development platform?

Time for another mini truck stop, folks. In a recent discussion, Donna “I’m on a boat” Edwards asked When does it make sense to use Dynamics CRM as a development platform vs. building your own application from scratch? Shan “Grillmaster” McArthur had a great response: The best way to estimate the strategic value and/or ROI of […]

Tip #329: Resolve Missing Record Dependencies

The other day after importing a solution into an environment, I started getting error messages when I tried to save a record. The log told me the error was because an entitlement template with ID “2b2ef0de-24b6-e411-80da-fc15b4286d18” did not exist. It seems that somehow my solution had a dependency on this record, and that record didn’t […]

Tip #328: How rollup fileds make charts better

Ever since charts were introduced in CRM 2011, there has been a limit of 50,000 records that could be aggregated via a chart.  This limitation is there for performance reasons, and has been a reason why some users with large data sets have stayed away from using charts. CRM 2015 introduces rollup fields, which automatically […]

Tip #326: Defaulting to “Existing” Opportunity Products

Screenshot 2015-02-17 07.14.05

In Dynamics CRM 2013 and 2015, if you use the opportunity line item (opportunity products) subgrid, when you click the + sign, you get the choice to add an existing product or a write-in product. But sometimes you don’t want users to use write-in products. If the users must sell something from the price list, […]

Tip #324: Open a record using just ID

Open CRM record using console

Joel recently has explained how to find a record using id. Cute, very cute. Text editors. What’s next, vim? Want to be a real developer? Repeat after me: Open CRM in IE Press F12 Click Console tab Type Xrm.Utility.openEntityForm(“entity name”,”record GUID”) Press <Enter> and behold Is this hands down the best method? Let’s see what […]