¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta takes the podium again with another pepita de oro! What does each field in my SLA configuration mean? (To create new SLA: Configuration > Service > Management > Service Level Agreements: +New) Name: Basically, a descriptive name for our SLA, i.e. “Service Level for VIP Clients”. […]
Tip #386: The fastest way to provision new organization
For people who complain that they provision CRM organizations daily, hourly, weekly and cannot relax for 5 minutes while new organization is being created, here the quickest way to provision new CRM on-premises organizations: One-off preparations Go through the pain one last time and watch the paint dry while creating a new organization (name it, […]
Tip #382: Training? On New Features? Free? Yes, Please!
All A lot of good things in this life are free. Including, as it turns out, some awesome CRM training videos. There is, I kid you not, the whole TRAINING TAB in the Dynamics CRM section on YouTube, and after a release becomes publicly available, Dynamics CRM Support Team publishes awesome training videos about the […]
Tip #381: These tools give the shell its power
Since CRM 2013, SDK team has been including XRM tooling components in a low key fashion. It was kind of there but kind of was not getting any attention. Over the time though these tools have been slowly growing a reputation as one of the central building blocks in the SDK. Not surprisingly though, when […]
Tip #376: Stay with the versions
Andre “I’ve got 88 in my handle” Margono reports from the development trenches: Based on the recommended practice to get the latest assemblies of Dynamics CRM SDK through Nuget I encountered one problem when I recently working on a demo with a CRM online instance. Tipp Jarr: the problem Andre has encountered is that when […]
Tip #374: NOT IN for the rest of us
Those with black belt in XML are familiar with the technique of building a FetchXML expression for NOT IN clause (e.g. accounts with no activities) and then sneaking that XML into a view definition to create non-editable view that returns the desired results. What about the rest of us who don’t have the skillz or […]
Tip #373: Careful with delete button
As it turns out, Spießrutenlaufen is no longer exclusive developers domain and can be equally applied to the customizers. Shan “Smoke ’em” McArthur reminded all of us (and not for the first time) that it’s not all unicorns and rainbows with managed solutions. If you ever delete a form for the entity that is part […]
Tip #372: IIS in the middle
Ages ago we had a tip on how to apply IP restrictions to your IFD CRM on-premises deployment. Traditional “this is unsupported” disclaimer followed. There is a way, however, to make it a) supported and b) infinitely more flexible and useful. Enter Application Request Routing. Basically, the idea is to put a small IIS server […]
Tip #371: Use your fingers
Here, at eXtremeCRM 2015 Madrid, my good friend Gustaf (not V) Westerlund and I had a privilege of delivering a session with a gloomy name Seven Deadly Sins of CRM Development. That’s right, doom and gloom, and Spießrutenlaufen, all over again. I will come back to the topic in the future but for now I […]
Tip #369: Booklovers rejoice
To paraphrase Django Unchained: What is the point of having a website page that speaks CRM books if you can’t wheel ’em out when you have a CRM book-loving guest? So, without further ado, a small plug about not so small book where all surviving tipsters left their mark. 2013 CRM Field Guide released – […]