Tip #323: When Outlook attacks

The contact synchronization in CRM for Outlook is pretty powerful, but in rare occasions, you may find that duplicate contacts are being created in Outlook from the synchronization. This is sometimes caused by corruption in a user’s offline Outlook data (OST) file. Look at the duplicate contact records that have been created. Look at the […]

Tip #320: You have it all backward (compatible)

Backward compatibility is taken by CRM team very seriously. Another good example of this, sometimes insane, compatibility is how CRM treats URLs. The ability to open any form or view in CRM 4.0, and also dialogs, reports and dashboards in CRM Online and CRM 201x is an awesome way to create mashups, and for an […]

Tip #318: Don’t hack the button

In a comment for Tip #33, a reader asked why I recommend creating a new command bar button, rather than modifying the action of the standard ribbon button. The reason I recommend creating a new button rather than modifying the standard button is for several reasons: The recommendation was technically unsupported, as the multi-action button […]

Tip #317: Once upon a time this rollup field was recalculated

Rollup field tooltip

Mitch “Snapshot” Milam is on a roll. This is just another way to say that his next tip is all about rollup fields. Rollup fields are one of the best new features of Dynamics CRM 2015. Here are some facts to help you better understand how they work: They are automatically calculated asynchronously, once per […]

Tip #316: Important links for all occasions

Shan “Smokin’ Portals” McArthur is the man not easily excited but even he couldn’t contain his enthusiasm: The documentation and support teams have responded to some of our requests for important links to the implementation guide, product downloads, and update rollup information. They have published a new page that documents that information for all versions […]

Tip #314: CRM 2013 to CRM 2015 Upgrade Gotcha #2

Legacy Code won't work in CRM 2015

Got legacy code? You can’t sweep it under the rug anymore. It’s a blocker to upgrading. You will need the Custom Code tool created by the CRM team to root these issues out. Learn more here http://blogs.msdn.com/b/crm/archive/2013/08/23/check-your-javascript-code-to-prepare-for-your-upgrade.aspx Download the tool here http://www.microsoft.com/en-us/download/details.aspx?id=30151