Tip #193: Check your duplicate detection rules after solution imports

Today’s tip was submitted to the tip jar by Jef Smets. Got a tip that you want to share? Send it to jar@crmtipoftheday.com. For quite some time now our duplicate detection rules seemed to be un-publishing themselves from time to time… Nobody had any idea why until I discovered today that duplicate detection rules are unpublished […]

Tip #172: Easy forecasting with Dynamics CRM

I can see the future!

Dynamics CRM deployment can amass vast quantities of data, both relevant and irrelevant. If this information is not used, it’s a burden on your infrastructure (on premises) or your wallet (online), and a dead weight for your business. It’s important to know or, at very least, have appreciation of forecasting techniques, for example, as demonstrated […]

Tip #80: Auditing for all Critical Records

CRM Auditing

Maybe you don’t want to turn auditing on because you think you don’t need it or are concerned about the additional storage space it will consume. But enabling auditing is a CRM Administrator’s best friend when it comes to understanding the consequences of the assigned security roles. So at the minimum be sure to enable […]