Tip #401: Dynamics CRM for Good

Microsoft and Good Technology recently introduced a version of the Dynamics CRM for Tablets app. The Dynamics CRM for Good app adds a layer of security by verifying the user’s identity when launching the app. You can find out more at the Good Technology website. Here are the things that you need to know. You […]

Tip #394: Where did the opportunity subgrid pop-out button go?

In Tip #393 I recommended replacing the opportunity “Potential Customer” field on the form with the accounted lookup field if you just want to have the customer lookup return account records. Just because you do this on the form does not mean that you should totally replace the “Potential Customer” field. One of the areas […]

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 […]