of the
If you are ever bored reading and would rather listen to the soothing voices of CRM tipsters, conferences and webinars are the best places to do so. For the conferences such as CRMUG or eXtremeCRM we always put our best tip forward and come out swinging with the selection of the choicest tips. If Joel […]
Tip #324: Open a record using just ID
Joel recently has explained how to find a record using id. Cute, very cute. Text editors. What’s next, vim? Want to be a real developer? Repeat after me: Open CRM in IE Press F12 Click Console tab Type Xrm.Utility.openEntityForm(“entity name”,”record GUID”) Press <Enter> and behold Is this hands down the best method? Let’s see what […]
Tip #320: You have it all backward (compatible)
Backward compatibility is taken by CRM team very seriously. Another good example of this, sometimes insane, compatibility is how CRM treats URLs. The ability to open any form or view in CRM 4.0, and also dialogs, reports and dashboards in CRM Online and CRM 201x is an awesome way to create mashups, and for an […]
Tip #311: CRM Server Licensing 101
Tip #308: Turn off that tracking
There is no limit to how unusual the discussion topics can get at the Tipping Truckstop. Blake “Windy City” Scarlavai started this round with this question (but hey, customer is always right, right?): Hello all, A client is wondering if it is possible to turn off the Track button in Outlook for emails? Hoping there might […]
Tip #294: Role playing in marketing
Both, year 2015 and Microsoft Dynamics Marketing 2015 are in full swing by now. What’s more, MDM trials can now be easily provisioned (just select one of the marketing roles and follow the wizard). tl;dr If you are missing a menu item, a link or an option in MDM, try selecting a different user role […]
Tip #290: The paths we choose
While fiddling with the workflows in a freshly minted CRM Online organization trying to find out what else we can do now that we couldn’t do before (like OR condition, this sort of stuff), I came across of this new, interesting and very much undocumented field called Traversed Path: After playing with it for X […]
Tip #279: Don’t reuse AD accounts
Jon Lagavulin has left and Jim Laphroaig has joined the company. Same role, same position, even the same salary. In fact, Jim is supposed to take over all the leads, customers and opportunities left behind by Jim. It’s very tempting to rename Jon’s account in Active Directory – select the user object, press F2, type […]
Tip #263: Avoid unnecessary plugin execution
Inspired by our rather radical approach to enforcing development discipline, Andre “I’ve got 88 in my handle” Margono decided to pick on another sinful habit in development, this time within plugin development. Corporal punishment triggering behavior this time is to select all attributes as filtering attributes for Update message. Unfortunately, plugin registration tool that comes […]
Tip #258: Say ‘negative’ to negative entitlements
If you started to explore enhancements to customer service functionality that came with 2013 SP1/Spring 2014 release, you know that entitlements can be an interesting and challenging beast to deal with. For example, consider a situation when allocation type is set to number of cases and you decrease remaining terms on case resolution. Nothing in […]