Tip #345: Turn CRM Green

Today is St. Patrick’s Day, a day when many celebrate by wearing green and ingesting green-colored beer. As you probably know, we at crmtipoftheday are fans of making CRM more festive. So wouldn’t it be great to be able to make CRM green? With the CRM Online Spring ’15 Update, you can! Go to Settings–>Customization Click […]

Tip #343: In Dynamics CRM we trust

Having customer’s commitment issues? Something like this? Oh, I don’t trust corporations, they are out there to get you and your money. Remember Lehman Brothers? To start with, unlike subprime mortgages, Microsoft Dynamics CRM is a real product. What’s important though, that Microsoft, unlike payday lenders, recognizes concerns customers and prospects alike might have about […]

Tip #342: Demystifying pop3/smtp for CRM Online

Access to gmail from unknown location

Having troubles creating server-side synchronization between CRM Online and pop3/smtp system? You are in the right place then. You may have read in the documentation that GMail and Yahoo are listed as supported pop3/smtp providers for Microsoft Dynamics CRM Online and Although other POP3/SMTP systems may work with Microsoft Dynamics CRM, those systems were not […]

Tip #341: Lean and mean UAT

SQL tables & space occupied

One of the most wildly accepted ways to refresh your test database is to copy/redeploy production database back into the test environment. (If you don’t have a test database, go and receive your Spießrutenlaufen, then come back and create the database; if you can still move, that is). Common issue with this approach, however, is […]

Tip #336: Choose your name wisely

Organization name vs display name

A common mistake when setting up your on-premises CRM organization is choosing the wrong name. Name not display name. Frequently when seeing the field to enter the organization name, the novice CRM implementer will think they should enter the name of their company/organization. This is generally a bad idea. The organization name will form part […]