Woot-woot! Our video channel now has the official URL: https://www.youtube.com/CRMTipOfTheDay! (Hint: take a minute and subscribe). To celebrate this achievement, our video dude, Derik, has gone MIA. After 38 straight weeks of videos, can’t hold it against him. So today’s tip is not a video but something that has been on my todo list for […]
tl;dr Teach your users how to use keyboard in a lookup control Longer I know it’s an old piece of wisdom but this morning I just couldn’t help myself when observing the typical frustrating pattern of a user trying struggling to fill in the lookup field: remove hands from keyboard, grab the mouse, struggle to […]
When I receive an email from Mitch “Only in Texas” Milam with the subject “Well, this is interesting”, I know it will be just that. Last week was no exception: Did you know (in 2015 at least) you can change the processed and staged fields on a Won Opportunity, without reopening it? No, I didn’t […]
This is not even a real truckstop, more of a drive-by, really. Q Larry “Tex” Lentz wonders if they’re was a way to use Advanced Find to search for Quick Campaigns. Can’t see it from AF editor. & A You won’t find it by name in the Advanced Find, Larry, since Quick Campaign is […]
Sometimes, instead of a simple Send Email action in the workflow, it’s necessary to prepare the email in the workflow (Create Email action), perform some additional manipulations (like adding attachments) and then send it. To do just that, setting email status to Pending Send has been reliably working for everyone since CRM 2011. Until now. […]
With every new release of CRM we seem to acquire one or two new form types and it’s becoming increasingly difficult to keep track of what form to use where and what is supported or not supported for a particular form type. Introducing illustrated tipster guide to CRM forms. (As you can see, we completely […]
When people mention custom activities, they typically think in terms of a user or customer actions. Sending SMS, making money transfer, approving the design, to name a few. These activities are typically created explicitly using Activity menu. There is a different type of custom activity that I’d like to talk about today, the “silent observer”, […]
Occasionally, dashboards in Dynamics CRM misbehave: The precise cause of misalignment is not clear, probably a rogue pixel miscalculation in the layout engine, manifesting itself when top right-hand corner listview is blank and the left one has multiple pages. Not all browsers are affected either – Edge turned out to be quite resilient, unlike IE, […]
If you need to create a list of accounts with an annual revenue between 1 and 2 millions, you can quickly add two conditions in your view: But what if you’d like to see a list of accounts with the names from A through L? There is no Greater Than clause for the text fields […]
of the