Tip #615: User experience differences between Outlook and Server-Side Synchronization

There are multiple blog posts that describe the technical differences between Outlook Synchronization and Server-Side Synchronization, but what are the primary differences in the user experience? User can use folder based tracking. If using CRM online, users can use the new lightweight app. Activities will sync without Outlook running. Tracking/synching takes place in the background, […]

Tip #614: No workflows for you, Opportunity Product

One thing to keep in mind as a CRM customizer is that while you can trigger a workflow off of Opportunity (and Quote and Order) Products, you cannot update these entities with a workflow. As an alternative, you can create an entity-level business rule on the opportunity products entity and trigger business logic, such as […]

Tip #611: On Server-Side SharePoint and Subfolders

With Dynamics CRM 2016 with server-side SharePoint integration, the documents list in CRM does not display subfolders. For example, say you have 100 documents in a SharePoint documents folder associated with an opportunity. With the old SharePoint List Component, users would commonly create subfolders in CRM SharePoint document folders to organize documents by type. With […]

Tip #583: Why don’t I get all of my characters?

A client was recently testing some customization changes, and they determined that the long text field would only hold 3,969 character. They created a block of text in Microsoft Word, counted the characters, and found that the long text field would not contain it all. The reason was that the text included carriage returns. Keep […]