Tip #89: Field Level Security and Default Solutions

When you export a default solution from one organization so that you can create a look-a-like in new out of the box organization not everything comes over. Sure we know that users will need the security roles assigned,etc. But this caught me by surprise the other day, I now have it added to our check […]

Tip #88: Duplicate activities in CRM 2013

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. If you use Microsoft Dynamics CRM 2013 and have seen activities like appointments being duplicated, the following may be the cause. If you create an appointment and change the […]

Tip #87: Somebody needs to own it

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. One great question was how should you deal with issues that can be a problem for any enterprise system, such as performance, poor user adoption, duplicate data, and other […]

Tip #86: Publish Duplicate Detection Rules

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. One question was asked about preventing duplicates in CRM 2013. As you may know, Microsoft Dynamics CRM 2013 no longer includes the duplicate detection dialog on the form that […]

Tip #84: What a difference a date makes

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, but one question kept coming up time and time again, no matter whether the session was for administrators or developers. That’s right: how to deal with timezones when date-only field is used. Since our tipping truck is a […]