Adam “you say gotcha, I say undocumented feature” Vero has the microphone. The ability to add individual components to a Solution in 2016 is great, with or without the formal patch clone, update and rollup features. You can add just the things that you are actually changing to deliver the requirements for a sprint, or […]
Tip #707: Get your tab order in order
It may come as a surprise to some but CRM is frequently used for data entry. Not just graciously moving the mouse and clicking here and there while holding a cup of English Breakfast in the other hand but actually banging on a keyboard trying to enter as much data as possible in a shortest […]
Tip #705: Stop uploading reports by hand
If you’re like Andreas (SeAn) Seitz then you don’t like manual labor. Like managing and uploading your rdl files by hand, for example. What does the developer do when they need to automate a mundane task? That’s right, write their own XrmToolbox plugin. Andreas himself After hours of manually uploading CRM Report .rdl files from […]
Tip #704: Return on investment for CRM Online
Have you ever wondered what is ROI (return on intestment) for CRM Online is? If you are in sales, I bet you’ve been asked this question many times by your prospects and your customers. Wonder no more. Learn more about the benefits, costs and risks associated with a CRM implementation in the Total Economic Impact […]
Tip #701: Don’t leave components behind
Good, old, and fairly reliable components like email router tend to slip under the monitoring radar. They work for months on end and it comes as a surprise when they stop and, in a lot of cases, we discover the problem only because users start complaining. For quite some time Dynamics CRM 2015 Email Router […]
Tip #700: Illustrated tipster guide to CRM seascape 2016
As BlackBerry can attest, market share is a fickle advantage. Presenting illustrated tipster guide to the most interesting players on CRM scene in 2016.
Tip #697: Move to Seattle until August
Damian “Unleashed” Sinay has been putting Project Service Automation in CRM Online through its paces but discovered that when he creates a new project from a template he would get the following error when going to the Work Breakdown Structure: “There was an error copying the project. Please delete this project and try again.” When […]
Tip #694: Access demo and learning materials when you are not a partner
Tip #689 maybe the quickest way to create CRM Online demo but one of the requirements is that your email must be associated with a Dynamics CRM Partner. But what if you are an independent consultant or just started a company and yet to acquire the coveted status? Peter “I think I’ve got the right […]
Tip #692: Extract Word and Excel templates from CRM 2016 like a boss
The creativity of our fellow CRMers does not stop to surprise me. They go to the extraordinary lengths to avoid code because, as the true masters of their craft, they do not parade
Tip #690: No field level security for alternate keys
There were many people taking part in this discussion but I’m just going to take all the credit for providing the summary here. Contributors can claim the free drink from me when we meet. If you are planning to use alternate keys to access CRM data, keep in mind that the fields with field […]