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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 #557: Tipster guide to Dynamics CRM 2016 Interactive Service Hub
This Friday we continue review of Dynamics CRM 2016 many new features and enhancements. In today’s video we provide you with an overview of Dynamics CRM’s new Interactive Service Hub feature. 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 […]
Tip #552: Tipster guide to Dynamics CRM 2016 solution patching
It’s Friday and the first video of 2016 is out. In this video, we explore the new solution patching options available with Dynamics CRM 2016. We discuss the options for patching solutions, and show you how to create and deploy patches. In addition, we explore how to clone a solution that contains all patches that […]
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 […]
Tip #523: Tipster guide to invoking custom actions without code
Hey, it’s Friday and time for another video tip. In the last week’s video we talked about how to create custom action, add parameters to it, define conditions and steps, etc. This week we continue by demonstrating how to call your custom actions from real-time workflows (or dialogs) without writing any code. Give us your […]
Tip #518: Tipster guide to Dynamics CRM custom actions
Hey, it’s Friday and time for another video tip. With Unified Service Desk done and dusted for now, we switch our attention back to least explored Dynamics CRM features. In this week’s video we look at custom actions. Creating a Custom Action can provide a lot of possibilities for composing business logic. Here we talk […]
Tip #513: Tipster guide to USD Events
We are back with the Friday’s video where we explore events in USD. We look at what they are, and how to use them to invoke other USD items like Actions Calls. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments […]
Tip #503: Tipster guide to USD Window Navigation Rules
It’s Friday and time for another video. In our last of Intro to USD configuration series we explore Window Navigation Rules. Derik walks you through what they are, how USD uses them, and how to create them. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]