Tip #582: Tipster guide to Dynamics CRM Configuration Migration Tool

TGI Friday

In this video we explore how to use the Configuration Migration tool to create schema files that can be used to export CRM data. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com.

Tip #577: Tipster guide to Dynamics CRM Hierarchical Visualizations

¡Hola! Es viernes, mis amigos and that means tacos and another video. Hierarchical Visualizations provide a great way to work with hierarchical data in Dynamics CRM both on system and custom entities. In this video we show you how to define a hierarchical relationship, configure the settings, and consume them in CRM. Don’t forget the […]

Tip #572: Tipster guide to Dynamics CRM 2016 Customizing for Interactive Service Hub

In this video we introduce to the new customizations options that are available for the new Interactive Service Hub as part of Dynamics CRM 2016. We will look at the new interactive Dashboards, entity forms, and entity dashboards. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. […]

Tip #567: Tipster guide to Dynamics CRM 2016 New Knowledge Base Articles

Friday is the name of the day and another video is ready to be consumed. Dynamics CRM 2016 introduces new Knowledge Management capabilities, that include a new WYSWIG editor, the ability to delay publishing, article expiration, and much more. In this video we walk you though a tour of the new Knowledge Articles. Give us […]

Tip #562: Tipster guide to Dynamics CRM 2016 New Visual Controls for Mobile Clients

Woot-woot! It’s Friday, folks, time for another animation. Dynamics CRM 2016 introduces new visual controls that can be used on a variety of different fields types to enhance the user experience on both the Tablet and Phone clients. These mobile controls range from sliders that can be used on numeric fields, to input masks, and […]

Tip #543: Tipster guide to Dynamics CRM 2016 solution changes

Another Friday and the first video on 2016 release is here. CRM 2016 includes, among other things, a number of enhancements to the CRM solutions functionality. In this video we will look at the how to work with solution sub-components, and introduce the concept of solutions patches. Give us your feedback, all of it: good, […]

Tip #538: Tipster guide to Dynamics CRM routing rule sets

Another Friday – another video continuing coverage of the customer service features in Dynamics CRM. In this video, we explore how to use Dynamics CRM’s Routing Rule Sets to route cases to different queues. It covers the creation, and activation as well as how they get applied to the records. Give us your feedback, all […]

Tip #533: Tipster guide to automatic record creation in Dynamics CRM

Hey, it’s Friday and our video dude is back from the brink. With many new service related features on the horizon, we take some time to refresh knowledge on current service features. In this video we show you how to use Dynamics CRM’s Automatic Record Creation feature. This can be used to create CRM records […]