of the
The creativity of our fellow CRMers does not stop to surprise me. They go to the extraordinary lengths to avoid code because, as the true masters of their craft, they do not parade
Tip #692: Extract Word and Excel templates from CRM 2016 like a boss
Tip #690: No field level security for alternate keys
There were many people taking part in this discussion but I’m just going to take all the credit for providing the summary here. Contributors can claim the free drink from me when we meet. If you are planning to use alternate keys to access CRM data, keep in mind that the fields with field […]
Tip #687: OptionSets in Power BI
If you’ve been playing working with the Dynamics CRM content packs for Power BI, you probably know that for custom OptionSets attributes you get only the numeric value and not the associated label. If you read our tip #684, you know it’s probably because Power BI does not send annotation preferences to CRM. The team […]
Tip #685: Support requests for your CRM Online customers
If your CRM Online customer is experiencing a problem, one of the options is to create a support request in O365 portal (hopefully before the wheels start falling off). As it turns out, there are customers and then there are customers. “Normal” accounts MSOLP accounts provisioned via O365, would have an option to create a […]
Tip #682: Resetting CRM Online production instance
Who in their mind would want to reset a CRM Online production instance?! How about a trial you have provisioned for a customer, then pushed CRM to the limits by trying out different combinations of the solutions and then accidentally acquired dependencies on 3rd party solutions that are now difficult to remove? Trial that has […]
Tip #681: Hunting down invisible timeouts
Application Request Routing (ARR) feature allows creating a reverse proxy front-end for your on-premises deployment. Web Application Proxy (WAP) is another (newer) kid on the block allowing DMZ deployments of CRM. We’ve been successfully using both for quite some time and they are way down on the list of suspects when things go wrong. And […]
Tip #680: No more excuses for not using SSL
We all know about the goodness of SSL. CRM Online and On-premises IFD deployments won’t work without it. However, when it comes to creating and consuming web services, people become incredibly lax about using SSLs and happy to transmit even confidential information using plain http. Excuse is usually down the “who needs this information anyway” […]
Tip #679: Multiple CTI matches in Unified Service Desk
We have already talked about dealing with multiple search results coming from entity searches in Unified Service Desk. Results of CTI Search are just as easy to handle – they are very similar, however, there is one crucial difference. Generated as a result of a phone call (or a chat, or a sip call, etc), […]
Tip #676: Keep your pants on and timestamps intact
Let’s say you have a field that requires complex calculations that are impossible to express as a calculated field. For example, the requirement could be to figure out the “real” full name for a contact taking into account the country, ethnicity, contact’s preferences, their royal title, and a phase of the moon. The first reaction […]
Tip #675: Missing custom KPIs
Service Level Agreements are now available on custom entities as of CRM Online 2016 Update 1 and CRM 2016 Service Pack 1 (on-premises). Even better, you can add custom KPIs to your SLA Items to monitor some additional parameters (datetime only, unfortunately, but I guess it’s due to the fact that time does not go […]