We have received several comments for tip #148. The point of that tip was to explain how to make the customer lookup not return contacts when you type in the name of an account. Based on reader feedback, what many people are looking for is a way to totally restrict the customer lookup to only […]
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, […]
I recently received a frantic email from a friend testing an upgrade from CRM 4 to 2015. He was testing workflows, and they did not appear to be working, as the completed workflows did not appear in the workflow history for the record. It turns out that they were working, but when we had upgraded […]
If you have CRM Online 2015 Update 1, there are several preview features that you can enable. For instructions on how to enable these features, see this link. Probably the most exciting preview feature is the new CRM App for Outlook. This is the Outlook client reimagined as an Office app. One of the more […]
Have you tried to delete a product from Dynamics CRM 2015? if you do, you may see this message. (But really, aren’t all errors unexpected?) If this happens to you, disable auditing on the product entity. You will then be able to delete the product.
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 […]
Dynamics CRM 2015 update .01 (the update formerly known as update roll up 1) adds some much needed performance improvements to Quick Find for on premises deployments. Watch this video for details of how the index architecture was changed to (in some cases) provide dramatically faster quick find performance.
There recently have been some changes to the terminology surrounding CRM updates, update rollups, and service packs. Long term the new naming/numbering scheme will probably be more consistent than saying “CRM 2013 SP1 UR2,” But it may confuse people used to the traditional names. Update Rollup 1 has just been released for CRM 2015, but […]
If you update the name format in CRM system settings, new records created will have the new full name format, but what about existing records? The format of the full name will not be updated on existing contacts automatically. To change the format on existing contact records, update something about the name on the existing […]
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 […]