Tip #721: Tale of a small change

Sisyphus

Dynamics CRM does an excellent job hiding complexities of the relational design, solid data model, and friendly and consistent UX. Quite frequently CRM customizers and developers are the ones who’s paying the price. User advocate: We have a custom text field on the contact entity called Position but noticed that users type almost the same […]

Tip #720: Thoughts about IP restrictions for your CRM Online logins

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There are almost daily improvements to CRM Online management facilities. Just as we managed to catch our breath after on-demand backup and restore were made available for CRM Online, we now have an ability to put trusted IP rules in place. Even though there were numerous tweets and pingbacks about the article I thought I’d […]

Tip #718: Tipster guide to Dynamics CRM and Machine Learning – Part 2

Robot suggestions

In this video we expand on the Machine Learning topics from the previous video. We show you how to configure Topic Analysis on Knowledge Articles, for better analysis for cases from inside CRM. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in […]

Tip #716: Conditional values in Word templates

Flying pig thumbnail

Word templates introduced in CRM Online and CRM 2016 are not the easiest contraptions to edit. One of the questions that popped up in a recent conversation was how to use conditional IF in the document generation. tl;dr To refer to the control values after the document has been generated, wrap content controls using bookmarks […]

Tip #715: Backup and restore CRM Online at will

Floppy backup

Derek “clients call him ‘The Guru’” Hughes has been our follower for some time and today he returns the favor with some interest because his tip is hot. We haven’t seen any announcements or heard anything in the official channels regarding backup and restore coming in any wave updates. Edit: official announcement and documentation are […]

Tip #714: Avoid solution bloat with the new solution component framework

Bloat fish

Adam “you say gotcha, I say undocumented feature” Vero has the microphone. The ability to add individual components to a Solution in 2016 is great, with or without the formal patch clone, update and rollup features. You can add just the things that you are actually changing to deliver the requirements for a sprint, or […]