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 […]
Your CRM deployment is on premises, as is the rest of your IT infrastructure and services, and your bosses cannot be persuaded to consider Office 365, CRM Online or Windows Azure even for a second. That means you know the pain of discovering that some of the on-premises services, like AD FS, are lagging behind […]
We’ve had one of the users reporting a really bizarre issue – all his activities have simply disappeared from CRM. The user was synchronizing with Outlook and activities are still present in the mailbox with Regarding field empty. Thanks to Adam “Human Bing” Vero, the behavior is no longer a mystery but rather an annoying […]
This is for folks who write code as part of their jobs and for whom USD stands for Unified Service Desk and not United States Dollar. If you’re developing custom hosted controls, the easiest way to ensure that the version is correct and all dependencies are included is to set up USD program folder as […]
I rarely read terms of service but something jumped at me when trying to install the portal solution: The license terms for the Online Service apply to your use of this supplement, except as follows: Customer is explicitly prohibited from using the supplement to design and transmit promotional SMS messages either via the Twilio integration […]
Sparkling new Unified Service Desk 2.1 is available for download. Good news: available solutions have been redone, renamed, improved and now make much more sense. Choose between vanilla, upgrade, CRM Web Client and Interactive Service Desk versions. That’s right, version 2.1 added a hosted control for ISH forms and the entire sample solution is built […]
Be nice to your network administrators. Really. They may be pain in the neck but they are the ones keeping the bad stuff out. If you install Dynamics CRM with all roles on one machine, it typically goes well and rarely requires fiddling with the firewalls. However, once you start splitting the roles, e.g. offloading […]
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