Tip #667: Return from the Land of No Return

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Wherein we learn to disable the Notes, Activities, Connections, Feedback, Queues, And/Or change the “Ownership” model option on a Custom Entity. Why do I Care? Recently I received a solution file where EVERY custom entity had been created with ALL the default options enabled. Even entitles that serve only as simple “lookup” lists had Notes/Activities/Connections/Feedback […]

Tip #663: Turbocharge your CRM to Power BI Connection!

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Turbocharge your PowerBI Connectivity to CRM – Amaze your friends and strangers! Working in a hardened bunker deep on the mysterious island of “Advanta”, the Microsoft CRM team’s top scientists have unleashed a powerful new API for connecting to CRM. It’s known only by the secret codename “Instance Web API” and today your semi-humble tipster […]

Tip #661: New and Improved PowerBI Content Packs

Dynamics CRM Power BI Content Packs

PowerBI and Dynamics CRM are an up and coming celebrity “power couple” – they’re seen in all the trendiest places and news about them is reported widely. That said, it came as a surprise to many that Microsoft quietly overhauled the existing Dynamics CRM Sales Content Pack and added a brand new Service Manager Content […]

Tip #525 Solution Export Naming Party Trick

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The solution version number is often overlooked as an easy way of keeping backups of your solution separate as you configure CRM. You can number them according to a strict 4-part version numbering (e.g. 1.0.0.1, 1.0.0.2, etc.) but that’s relatively boring and tough to keep consistent. The most straight forward and easy to maintain method […]

Tip #509: Pumpkin-Spiced CRM

CRM Theme Generator

Themes in CRM are a subtle, but nice way of making CRM visually adapt to your Organization. (Themes are available in CRM Online beginning with the Spring 2015 release – and on premise they are expected in the CRM 2016 release.) Using the very cool online tool: CRM Theme Generator created by the talented Guido […]