In Tip 284 we provide a list of entities that don’t work on CRM Mobile apps. This has changed with the Spring 2016 update. Per the CRM Roadmap site, Quotes, Orders, and Invoices are all now available via mobile, but they don’t work offline. The following is the updated list of entities not available for mobile: […]
The following are some rules of thumb when designing sales territory structure in Dynamics CRM: You don’t have to use the “Territory” entity. There is nothing magical about the standard territory entity. It may fit your structure, and it may not. Replacing it with a custom territory entity in many situations can give you a […]
Ever send an email and immediately regret it? Ever accidentally copy a recipient on an email that you wish you hadn’t? Unfortunately, email (outside of your Exchange server) does not have a way to recall/undo a sent email. Having done this once too often, I created a rule in Outlook to delay sending emails by 2 […]
If you are on CRM 2015 Update 0.1 or later, you can enable full text search and make the quick search in CRM perform faster. If you do this, there is one drawback of which you should be aware: you will not be able to modify the field length of any field set to be a […]
Consider this scenario: You create a base role that you assign to your users that contains business unit read access to core entities, and assign this role to all of your users. Good idea! You must have read tip 2. You then decide to give the same role to a few teams, because the teams […]
In Tip 224 we gave a solution for using email templates for signatures in emails sent from the CRM web interface. While this works, it is not automatic, and it has some limitations around logos and other formatting options. Well you don’t need 224 anymore! CRM 2016 update 1 (aka spring wave) introduces email signature capabilities […]
Although it has been derided by some as a glorified import utility, Scott “Silverlight Terminator” Durow sees tremendous value in the Azure based Dynamics Data Loader for CRM Online (currently in preview). Scott says: I love the fact that you can stage the data without the 32MB file limit and then edit in Excel to […]
With the new Excel export in CRM 2015 and later, if your view includes the Full Name field, when you export to Excel, your Excel spreadsheet will include three additional fields: First Name, Last Name, and Middle Name. The reason for this change is because all static worksheets are formatted for reimport now. This is […]
Dynamics CRM 2013 and later sort notes by modified on date. This means that when migrating legacy notes into CRM , it is important that you sort the source data correctly, so that notes will appear in the correct chronological order after the migration. Sort notes by created on ascending. This will load the oldest […]
We would like to take a moment and pause to remember three features that were introduced in CRM 2011 that were all the buzz at the time, but have sadly been forgotten. While they were the cool A-list stars of CRM 2011, they now sit in the back of the CRM cafeteria while all the […]
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