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 […]
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 […]
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 […]
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 […]
Say, you want to do some checks for inbound emails on Senders Account. It will work well until one of other email-enabled entities (typically systemuser) has a record with the same email address. Having multiple system entities (systemuser, contact, account) with the same email is a bad idea because, when system starts matching sender’s email […]
From time to time there is a need for a business rule that simply copies value from one field into another unconditionally. For example, with the faxes being slowly but surely on their way out, we might simply want fax field to hold a copy of the main phone number. Well, not really, but let’s […]
One of the system views for every entity in any CRM organization is so called Advanced Find View. It’s rarely customized, probably because there is no clear understanding when and how this view is used. System entities might have some columns added to this view while all custom entities receive Name and Created On ubiquitous […]
If you have been following our marketing initiatives, you know by now that recalling emails does not work and just makes you look like a <insert>. It’s all well when double-sending technique is used to prop your sales figures but what about those occasions when you pressed the Send button only to realize split moment […]
Anything that’s been done twice is usually better. That includes double cream and double barreled. Except that report pre-filtering does not work if you need a filtering entity to be included more than once in your SQL. Consider this totally random piece of SQL: You cannot just apply pre-filtering because alias CRMAF_FilteredAccount cannot be used […]
Hey, everybody, Larry’s opportunity pipeline this month is again bigger than everyone else’s. Larry, what’s your secret? Larry, being somewhat softened by reasonable quantities of flavored C2H5OH, was more than happy to share his fortunes: It’s all about power of automatic workflows, my friends. See how I automatically increase opportunity value the moment it’s created? […]
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