Tip #336: Choose your name wisely

Organization name vs display name

A common mistake when setting up your on-premises CRM organization is choosing the wrong name. Name not display name. Frequently when seeing the field to enter the organization name, the novice CRM implementer will think they should enter the name of their company/organization. This is generally a bad idea. The organization name will form part […]

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 #317: Once upon a time this rollup field was recalculated

Rollup field tooltip

Mitch “Snapshot” Milam is on a roll. This is just another way to say that his next tip is all about rollup fields. Rollup fields are one of the best new features of Dynamics CRM 2015. Here are some facts to help you better understand how they work: They are automatically calculated asynchronously, once per […]