Tip #292: Licenses minimus

CRM Online Enterprise Purchase

According to the screenshot, Feridun “The Fifth Beatle” Kadir was literally one minute from his new CRM Online account. He hesitated though, quite unsure about the small print on the deal: The minimum number of professional licenses for a new subscription to CRM online is 5. But the screenshot suggests a company can sign up […]

Tip #289: Security needed to pick and route queue items

Update  CRM 2013 SP1 changes the Queue “Work On” button to “Pick.” Before SP1, when a user clicked “Work On,” the queue item “Working On” field would be set to the user who clicked the button, but the record in the queue would remain assigned to the original owner. Post SP1, clicking “Pick” not only sets […]

Tip #288: Remove event handlers Texas style

Today’s developer productivity tip comes from Mitch “Texas Baby Oil” Milam. The fastest way to remove all of the Event Handlers from a form is to remove the JavaScript Library or Libraries associated with the form. Removing the library will also remove any event handlers (OnLoad, OnSave, OnChange, etc.) that have been associated with that […]

Tip #287: Prevent meeting notes from going to customers

I recently lead a webinar about the new features in CRM 2015, and one of the attendees asked a great question: “Is there anything new in 2015 that can prevent server synchronization from sending an update to meeting attendees when the description field is updated? Users record their notes in that field, and we don’t […]

Tip #286: Another way to get notifications

Back in Tip 276 we talked about how to get notifications if you weren’t an administrator. It recently came to my attention that Microsoft has added a “notifications” button to the CRM Online organization properties. From here you can add additional users to get notifications for the organization. For example, when there is an update […]

Tip #285: Going personal with Microsoft Dynamics Marketing

Mark “Bald as a Kiwi” Smith asked the other day: I am working with a global bank that is considering implementing MDM (Microsoft Dynamics Marketing – t.j.). I need to provided them documented information on how PII (Personally identifiable information – t.j.) data is handled with MDM. They currently run CRM2013 on premises. Roger “Wicked […]