Tip #611: On Server-Side SharePoint and Subfolders

With Dynamics CRM 2016 with server-side SharePoint integration, the documents list in CRM does not display subfolders. For example, say you have 100 documents in a SharePoint documents folder associated with an opportunity. With the old SharePoint List Component, users would commonly create subfolders in CRM SharePoint document folders to organize documents by type. With […]

Tip #609: Higher SQL compatibility level does not mean better

Gayan “Performance Wizard” Perera continues to live up to his nickname with another awesome performance tip. tl;dr Beware setting the SQL database compatibility level to a level higher than 110 on a CRM 2016 system. The scenario You have an entity with more than 5 secured fields. When the record is opened it either times […]

Tip #608: Generate documents in code

Generate document action in the workflow

CRM 2016 has the ability to generate documents using Word templates. For workflows there’s a custom action called SetWordTemplate which can be added via Add Step > Perform Action > SetWordTemplate. But what if you want to generate the document in a plugin, javascript or in external application so that the functionality can be used by custom […]

Tip #606: Be careful with WAN optimization

If your network magicians deployed either a hardware or a software WAN Optimizer, here is a word of advice from Gayan “Performance Wizard” Perera, presumably learned the hard way: If you have a WAN Optimizer on your network and it’s trying to optimize CRM traffic, double check the following settings because it can affect CRM […]

Tip #603: Express Route Talk to the Experts

Thinking about using Express Route for your CRM Online and/or Office 365 services? Want to know more than just what is online at Technet – https://azure.microsoft.com/en-us/documentation/articles/expressroute-introduction/ Help is available – There is an Express Router Black Belt Team that runs a weekly Express Route every Friday. At the site you can view previous recordings, find sample […]

Tip #602: Tipster guide to Voice of the Customer – Introduction

Friday is hard work

At long last Friday is making its way around the globe. Dynamics CRM 2016 recently release it’s Voice of the Customer Survey solution. In this video we explore the basics of VOC, such setup and configuration, fundamental components, and Survey Creation. Give us your feedback, all of it: good, bad, and ugly, I’m sure we […]