Tip #911: Developers, start planning for new features

Code developer

If you are a developer, deprecated Dynamics 365 features are not the only ones to watch out for. Much shinier and more exciting is the list of what’s coming in July 2017 (a.k.a. Spring) Update. This is a very short summary what I think we should be paying close attention to, you’ll notice slightly rearranged […]

Tip #906: Pets are dangerous

Kyle the dog from Descpicable me

You move into a new CRM system and you found a cute new feature. You love that feature–it is your favorite feature, and you adopt it. I call these features “pet” features–features that are viewed as significantly more important than anything else in the application. Some examples I’ve seen in real-world deployment pets include Connections, […]

Tip #905: Another option for delegate tracking

Delegate

Filed under #CRMfeaturesweforgotabout Recently, we described some of the limitations of support for delegate tracking with server-side synchronization. There is one additional option that I neglected to mention that allows for the creation of appointments for other people from Outlook while using server-side synchronization, and may be another reason why you may not want to dump […]

Tip #904: Portal refresh, change notification, and reset button

Time for a change

Portal, change notification and reset button walk into a bar… We did discuss portal refresh previously and the topic seems to have been closed. But some users have reported that, despite all of the correct settings, portal cache refresh just was not working as advertised and the only solution to make the changes visible was […]

Tip #903: Scribe Insight error after Dynamics 365 upgrade

Peaceful bug (insect)

This tip of the day comes to us from Alexandros Miaris. (And you can send us your tip to jar@crmtipoftheday.com. After a recent upgrade to Dynamics 365, we received the “metadata contains a reference that cannot be resolved” error message when trying to connect to Dynamics from the latest version of the Scribe Insight Workbench. This […]