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 […]
Normal out-of-box CRM relationship mapping can be extremely beneficial, but it has a very big “gotcha”. They only work when creating a child entity from the parent form. So if the user is on the parent entity form, and adding a new entity via a grid, then the mapping will automatically be populated for the […]
When questions come all the way from Gustaf “Surströmming” Westerlund, some people including Gayan “Performance Wizard” Perera cannot keep still. Question According to Deployment and Administration Guide, it is not supported to install CRM for Outlook using System Center Configuration Manager for CRM Online or CRM 2016. Gayan’s SCCM Ultimate Guide We’ve used SCCM to […]
Field Service in Dynamics CRM is massive – lots of entities, lots to configure, lots to learn. One of the nicest features on my books is a Resco-based mobile app, Field Service Mobile, fast and user-friendly. When Field Service Mobile starts for the first time, it may display an error message: Exception while fetching entity […]
Did you ever come across the situation when “a friend of yours” tried linking a task (or any other activity record) to a contact only to stare at the screen in disbelief for 5 seconds: Where. Did. All. My. Contacts. Go? Then you your friend exhaled in relief – “stupid contRacts” – and quickly selected […]
Here we expand on the use of Document Templates in CRM 2016. We look at the different options available for including related data, talk about some of the limitations, and finally walk though how to create a template that uses data from different related records. (both parent and child) Give us your feedback, all of […]
I cannot believe I’m writing an old tip from Gus “Niels Bohr” Gonzalez but it’s a suprisingly good one. When you create a phone call record in CRM, all information is right there, including who to call and what number to dial. Only one problem – CRM does not pop up reminders, that’s Outlook’s job. […]
of the