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 […]
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 […]
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 […]
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 […]
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” […]
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), […]
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 […]
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 […]
Unified Service Desk has a concept of Entity Search, that allows you to store parameterized fetchxml and reuse this definition declaratively (say, in Windows Navigation Rules), or via DoSearch action of the Global Manager, or directly from your code. One aspect that Entity Search does not deal well with is the searches returning multiple results. […]
If you are in the business of Dynamics CRM, especially CRM Online, it’s worth from time to time look up the latest Microsoft Dynamics CRM Online pricing and licensing guide. Goal posts move as does the food derived from milk by coagulation of the milk protein casein. CRM licensing team listens to the feedback from […]
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