Washing car on weekend is something that everyone can do on their own. Probably. But if some serious cleanup is required, one’s better off calling Mr Wolf. Same goes for complicated cases in customer service. If you run a secure shop that deals with the cases that include sensitive or personal identifiable information, then security […]
If you are still trying to refresh your portal metadata using cache invalidation handle https://nottherealportal.microsoftcrmportals.com/Cache.axd?Message=InvalidateAll, stop it. The caching invalidation mechanism significantly changed and the legacy methods are no longer appropriate or supported. Instead, remember the advice you gave your auntie when her computer was slow? That’s right, turn it off and then back on. […]
I’ll be first to admit: I was not aware that fetchxml supports top attribute (as it turns out, I’m not the only one hence the tip). It does not seem to be documented anywhere but, according to the schema, has been around since CRM 2011. Consider this fetchxml It will emit the following SQL: And […]
Workflows rule. They can wait until there is $10,000,000 in your bank account or forever (whichever happens first), they can update records, send emails and synchronously move mountains (subject to the 2 minutes timeout, and only if the mountain is referenced by a DNS-resolvable name). They can be quite complicated and often won’t fit on […]
Sometimes it’s ridiculously trivial bugs that get in the way of implementing great functionality. Luckily, sometimes they get fixed. Gustaf “Surströmming” Westerlund reports from the field. In earlier versions of CRM (I have tested it in CRM 2013 SP1) if you added a whole number field on appointment and formatted it as a timezone, you […]
Essential part of every good CRM deployment is a nice and concise navigation. That includes customized sitemap and command bars. When new element is added to either of those, user experienced can be greatly enhanced with a good icon. We already referred to the good external sources of the icons but one of the best […]
The 2016 Spring update for both Online and On-Premises, introduced the ability to capture Feedback on different entities in your CRM deployment. In this video we demonstrate what the Feedback entity is used for, and walk you through setup and configuration. Give us your feedback, all of it: good, bad, and ugly, I’m sure we […]
When creating new entity, follow step-by-step instructions and you’ll be fine. Except if you want to enable the entity for Knowledge Management later on, you’ll find the relevant checkbox disabled. What the? To work around this behavior (that looks suspiciously like a bug), open Settings > Service Management > Embedded Knowledge Search, check the box […]
Yesterday we illustrated how you can wrap some server-side functionality as a custom API to be consumed by the developers. One of the undesired side effects is that business can now poke their nose into the API when building workflow processes: If your API is a smoking gun and you don’t want business to accidentally […]
When people ask me to describe the differences between custom workflow activities and custom actions, I always use the following definitions: Custom workflow activities. A functional blackbox created by the developers to be consumed by the business Custom activity. A functional blackbox created by the business to be consumed by the developers There is more […]
of the