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? […]
Spring ’14/SP1 release has introduced a number of very exciting features to the customer service functionality of Dynamics CRM including Service Level Agrements and Entitlements. The decision also has been made to introduce Spießrutenlaufen, previously reserved for developers, to the customer service officers. Yes, I’m talking about timer control The other good news is that […]
Woo-hoo! Our CRM uptime has been 99.999% for the past 6 months! One awesome internet facing deployment we cooked up! What do you use to measure that? One of these wonderful and free services Uhm, you do realize that all you have been measuring is the uptime of your ADFS login page? These are vanity metrics – […]
I like German words. Take, for example, Spießrutenlaufen. If you like me, and don’t speak a word of German, you know, just by looking, that the word means business, the word means corporal punishment. I often wonder if ignorance of the developers can be cured by introduction of Spießrutenlaufen for coders. Function is longer than […]
All sort of interesting things happen when we are asleep: Santa Clause, tooth fairies, and, lately, CRM errors. If you are running production on premises system, enabling blanket tracing needs to be done with a great care as server disks will overflow very fast. It’s OK during the day to enable trace, reproduce the error […]
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