Tip #619: Solution compatibility

I recently gave someone bad advice–on the CRM Facebook group, someone asked if solutions could be imported from CRM 2013 to 2016. I was under the mistaken impression that the solution had to be imported from the current or previous version. However, as mentioned in the version compatibility section of the CRM SDK, solutions from 2013 […]

Tip #618: Mute power or powerless voice

Voice of the Customer breaks PowerBI

If you’ve been following our Voice of the Customer videos, you may have been tempted to install the solution and try it for yourself. For those of you using PowerBI to do some cool reporting on your CRM data, a timely word of warning from Jukka “Survivor” Niiranen: Currently there’s a known issue with the […]

Tip #617: Tipster guide to Voice of the Customer – Response Routing

Routing

This Friday is nothing special, continuing with awesome Voice of the Customer, this time it’s all about routing. Response Routes in Voice of the Customer allow you to route survey respondents to different areas of the survey based on how they answer specific questions. Give us your feedback, all of it: good, bad, and ugly, […]

Tip #616: Duplicate activities in Outlook with Server-Side-Synchronization

If you use server-side synchronization and start seeing duplicate activities, such as tasks, inside of Outlook, that can sometimes happen if your mailbox is configured for server-side synchronization in multiple CRM organizations: During deployment, if you configure server side synchronization in UAT and then again in prod, without first disabling it in the first environment. The recommendation […]

Tip #615: User experience differences between Outlook and Server-Side Synchronization

There are multiple blog posts that describe the technical differences between Outlook Synchronization and Server-Side Synchronization, but what are the primary differences in the user experience? User can use folder based tracking. If using CRM online, users can use the new lightweight app. Activities will sync without Outlook running. Tracking/synching takes place in the background, […]

Tip #614: No workflows for you, Opportunity Product

One thing to keep in mind as a CRM customizer is that while you can trigger a workflow off of Opportunity (and Quote and Order) Products, you cannot update these entities with a workflow. As an alternative, you can create an entity-level business rule on the opportunity products entity and trigger business logic, such as […]