I truly hope that one of the traits that differentiate me from, say, an ungrateful baboon, is ability to recognise when I’m wrong and apologise to Jeff Klosinski who sent not one but two tips an EFFING YEAR AGO and I haven’t published it. In my defense I couldn’t reproduce either. But you know how […]
Today’s tip is from marketing superstar Allison Fierce. Got any tips? Send them to jar@crmtipoftheday.com. Are you trying to reference a custom lookup field on your contact record when building Segments in D365 for Marketing? Are you not getting any members? It might be because of you haven’t enabled the entity for segments. Enabling an […]
If you want to quickly find multiple records in advanced find, you can type in semicolon-separated text values into your filter. This can be a huge time saver, as you can copy/paste the string in, and assuming they are legitimate records, each value will resolve. This is also helpful for testing a set of records […]
It’s great to see the team advising us in advance about the upcoming features in the April ’19 Release Notes. As with any forward document, it is a living and breathing beast. Some features are being postponed, some replaced, new stuff added. Some of the late-comers are new FetchXML operators. How often you wanted to […]
In Dynamics 365, Microsoft moved the Advanced Find button to a standard location on the upper right corner of the screen. If you upgrade your configuration from CRM 2016 to Dynamics 365, you will see that the old “Advanced Find” button still appears on CRM Dashboard ribbons. In new environments, this button will not be […]
One thing you may notice when on a marketing list record, the Export to Excel button doesn’t give you as many options as you are used to when you click it from the marketing list members view. No Excel Online option or Dynamic Worksheet. Does this mean that it can’t be done? Not necessarily, just not in […]
Why sometimes it’s easy to write a mini truckstop tip? Because all you have to do is to stop and listen to a conversation between two people passionate about Dynamics CRM. Jamie “Xerox” Miley challenged one of the CRM foundation stones, Advanced Find: I am trying to understand the utility of writing this clause. I […]
So you create a many-to-many relationship and add data to it, then you want to run an Advanced Find filtered on that relationship. But when you run the advanced find, you don’t get any results. What’s up? The reason you don’t get anything back is because you have the relationship set to not display in […]
A tipping fan writes: Is it possible to search for a record in CRM using GUID with Advanced Find? Short answer: No Longer answer: No, but there are other ways to get what you want. Here is one of them. Select a record of the desired type in CRM and click the copy link button […]
One of the system views for every entity in any CRM organization is so called Advanced Find View. It’s rarely customized, probably because there is no clear understanding when and how this view is used. System entities might have some columns added to this view while all custom entities receive Name and Created On ubiquitous […]
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