One of the new KPI’s introduced in the May 2017 update for Dynamics 365 Gamification is “user activity tracking.” According to the documentation, this KPI ” award(s) points based on a user’s activity in Dynamics 365.” This “circular definition” is not extremely helpful, as it doesn’t define the types of user activity that give users points in […]
We have posted here about attachments, and we’ve posted about documents, and whether you should extract your attachments to Azure or SharePoint. But in these discussions, users can get confused, so in this post, I’m hoping to add some clarity to this topic. In my opinion, attachments and document management are two different use cases. […]
Recently we were struggling with import of a spreadsheet into Dynamics 365. If the date field was included, the import would fail. The user doing the import was set to US format, but the date format was set to dd/mm/yyyy format. We found that we could get past the issue by saving the import spreadsheet […]
Does Microsoft have guidance about how much sharing is too much? — CRMTOD reader I find it hard to believe we have gone 968 tips without talking about the risks of excessive sharing in Dynamics 365. Few features in CRM parallel sharing on the “this is the best thing ever/this is my worst nightmare” scale. […]
There are 26 system SSRS reports (not counting subreports) that come with Dynamics 365. If you find one that is close to what you need (like the quote report), should you modify the system report? I say no. Here is why: System reports currently in Dynamics 365 are the same system reports that were in […]
I’m a big fan of the Dynamics 365 mobile apps. I’ve written a book about it, I present CRMUG summit sessions about it, and I fight the misguided app reviewers about it. However, there are several scenarios where it may not be the best fit, and a good third party mobile app (like Resco) is […]
You are writing a FetchXML based custom SSRS report . When you click the “preview” tab in SQL data tools, the report runs without error, but does not display correctly. Maybe there are records missing, or you enter a parameter value that should return data, and it does not display any results. Is your report wrong? […]
So you have probably heard the news that Microsoft Flow is going to be integrated in Dynamics 365 v.9, allowing Flow to be managed and run directly from the Dynamics 365 menu. But maybe you haven’t paid much attention to Flow (not even Tip 880), but now that it is going to be “in” CRM, you […]
Dynamics CRM 2016 or later allows configurators to build segmented solutions that only include the fields, views, and entity components necessary, rather than adding the entire entity to the solution. Be aware that if you add a lookup field to your solution that references an entity that is not already part of the solution, Dynamics will […]
Last week I was in a discussion with a colleague and the topic of whether or not he should re purpose the opportunity entity came up. He had a scenario that was somewhat similar to opportunities, but was not a sales opportunity. This lead me to rediscover a blog post I wrote 8 years ago […]
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