The classic “give me 5 minutes and I’ll whip a flow for you” did not start well. Users entity table was not there. Options Choices: It’s something trivial and I’m simply no longer worthy. ‘u’ is not an actual ‘u’ but Russian ‘и’ typed accidentally but in a weird font. It’s a UI bug It’s […]
Remember our entity creation guide? Surprisingly it did withstand the test of time. But I’d like to make a small addition. When you done creating the fields, do yourself a favor and rename the main and quick create forms. Don’t care what the new name is as long as it’s NOT Information. Why? Because when […]
When you start using Flow, it is tempting to just add your triggers and actions and go, but there is one small detail you don’t want to forget–rename those steps. For those who don’t know, you can click the … on a step in Flow and select rename. This will then let you rename the […]
Did you ever come across the situation when “a friend of yours” tried linking a task (or any other activity record) to a contact only to stare at the screen in disbelief for 5 seconds: Where. Did. All. My. Contacts. Go? Then you your friend exhaled in relief – “stupid contRacts” – and quickly selected […]
Jon Lagavulin has left and Jim Laphroaig has joined the company. Same role, same position, even the same salary. In fact, Jim is supposed to take over all the leads, customers and opportunities left behind by Jim. It’s very tempting to rename Jon’s account in Active Directory – select the user object, press F2, type […]
I am very honored to have Joel as my fellow CRM tipster. Most of the time, that is. Sometimes I find myself closely studying the state of my own footware thinking if I should ever be seen in one room with that person. Take, for example, this post. Update each message for the entity, replacing […]
You are implementing Dynamics CRM, and you don’t like the entity name “Accounts.” Maybe you work for a bank, where account has a specific meaning in your organization. So you rename the entity to “Company.” That was easy. Not so fast. Just changing the name of the entity to “Company” will change the name of […]
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