Tip #655: Defensive use of undocumented functions

Black box

This is a sweet lesson for all the lovers of the undocumented functions. On odd occasion yours truly is guilty of being lazy and choosing a shortcut worthy spießrutenlaufen. From time to time those fits of laziness come back hard. For a long time I’ve been using SaveAsCompleted internal function on a command bar for […]

Tip #653: Tipster guide to Dynamics CRM 2016 Spring Update – Part III – Interactive Service Hub Enhancements

ish

Spring Update 2016 has introduced several enhancements to Interactive Service Hub. The first is directly related to customizing and extensibility with the ability to add iframes and Web Resources to ISH forms. Also added, is the ability for users to work with article translations that are not in their native language. Give us your feedback, […]

Tip #652: Promote to admin explained

Promote to admin privilege

I’ve already seen some articles about “Promote To Admin” button, new in Microsoft Dynamics CRM 2016 Update 1, explaining in details how this button makes admin life easier by allowing quickly grant a user System Administrator role. All of the articles miss one important function that this button allows you to do. The functionality we’ve […]

Tip #650: The real role to manage Dynamics CRM Online

Role playing game

Few days ago we explained how to give your O365 users ability to manage CRM Online features but without being a Global Administrator. O365 admin portal UI gave us Service administrator role. We suspected it’s too much but decided to let it go for the sake of simplicity. Thanks to the insight from Hans Worst […]

Tip #647: Tipster guide to Dynamics CRM 2016 Spring Update – Part II – Mobile Offline Syncing

offlinephone

As always the annual spring update for CRM online is introducing many new features and improvements. One of those is Mobile Offline Synchronization. In this video we look at requirements for the feature, and walk through setup and configuration (including defining offline profiles, and controlling what data is available). There might be a part III, […]

Tip #646: Illustrated guide to entity creation in Dynamics CRM

entity1200x630

Spießrutenlaufen is everywhere. Even fundamental actions like creating a new entity in CRM are subject to irreversible hasty choices that we all come to regret later. Introducing CRM Tipsters Illustrated Guide to Entity Creation in Dynamics CRM. Download a full size image or a hi-res PDF version.