Tip #389: Disable email profiles when copying organizations

Earlier this week we noticed that users were receiving some strange emails from our CRM online. These emails were from a workflow notification that we have sent out when a case is created, but the link included in the email was not a valid record in our CRM environment. In tracing where the problem started, […]

Tip #378: Using Calculated Fields To Work Around Field Restrictions

Free book idea for aspiring CRM authors out there: “1001 uses for calculated fields.” (We’ve already written a few, you can take this one). I’m continually amazed by the novel uses for calculated fields that go beyond the obvious uses. Latest example–working around crazy field limitations. Consider the following example: We have an opportunity configuration […]

Tip #365: Date field options in CRM Online 2015 Update 1

Welcome to Tip 365. We finally have enough tips to fill a non-leap year page-a-day calendar. In yesterday’s tip about the release preview guide for the spring release, we mentioned that date only fields were coming. Here is more details about this fantastic feature. Update 1 adds a “Behavior” field that determines how the date […]