Tip #1028: Prevent duplicate contacts the Viking way

Marius “CRM Viking” Pedersen gave us a great tip about how to prevent duplicate contacts from being created in Dynamics 365: I set emailaddress as alternate key on contact once. That actually worked very well to prevent duplicate contacts from being created. It also required that all contacts must have an email address. You have […]

Tip #1020: Dynamics 365 mobile offline limitations

The following functionality does not work offline: Workflows Plug-ins Cross-entity business process flows Entity-level business rules Limitation for mobile offline JavaScript client SDK for Create Record and Update Record The client SDK can’t be used to create or update intersect entity records; offline disabled entity records; or activity party entities records. No upfront validation of […]

Tip #1018: Automatically create Dynamics 365 records from Social Engagement

This tip comes from Amy Pritts. Send your tips to jar@crmtipoftheday.com. One of the really cool features of Microsoft Social Engagement is the ability to automatically create records in CRM from social posts. However, you should be aware that there are several steps to make this work. To automatically create D365 records from MSE posts, […]

Tip #1008: Learn PowerApps

If you are a long time “CRM Person” like me, you may be interested in PowerApps, but if you try out PowerApps, you see that the process of building a PowerApp is significantly different than customizing Dynamics 365 forms. So I asked PowerApps MVP Daniel Laskewitz What are the best training materials for “CRM people” […]