Tip #131: Test CRM for Tablets from CRM not for Tablets

Following a cool tip about testing CRM for Tablets from my fellow tipster Joel, I figured that if anyone knows your URL and orgname, it’d be your CRM organization and it should be possible to run this test from inside any CRM organization without trying to memorize ngas and orgnames or remember to login before […]

Tip #123: Waiting for Godo in CRM workflows

Wait 1 day with timeout

This week’s tips all seem to be about workflows and here is an old favorite of mine. I always found it interesting how non-intuitive wording around Timeout condition pushed majority of developers to use rather convoluted but easier to read and understand Wait conditions when a workflow needs to be paused for a fixed duration. […]

Tip #119: Help me – help you

Dialog: Microsoft Dynamics CRM has encountered an error

When CRM users see the infamous Microsoft Dynamics CRM has encountered an error dialog, they often select the option to send error report and honestly believe that system administrators, support, developers, all of the above will be getting a copy of the report that contains exact steps how to solve the problem. Explain to your […]

Tip #115: Careful about reusing contact fields

Diagram: disappearing address field

George, work location just keep disappearing for multiple contact records “This is not happening”, I thought to myself, there are no workflows, no scripts, no – gasp! – triggers on contact entity in this particular implementation. But surely enough, enter a value into the custom work location field and it will disappear shortly afterwards. Then […]

Tip #107: Use metadata browser to find status reason

While working on the solution for stuck emails, I needed values for various status reasons for email entity to intelligently hide/display RESEND button depending on email record status. Quick look in local SDK help yielded zilch. Online version – bupkis. Hmmm, I do remember metadata pages in 2011… Ah, here it is and, indeed, there […]

Tip #106: Resend stuck emails

Resend button for emails

We use email router to send outbound CRM emails via Office 365 accounts. In our configuration email router is set to use user’s credentials, i.e. we need to enter our O365 passwords in user settings in CRM. When password in O365 expires, people (read: me) simply forget to adjust passwords in CRM, especially those for […]