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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.
Tip #367: New update naming convention
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 […]
Tip #366: Updating full name on existing contact records
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 […]
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 […]
Tip #364: Release Preview Guide for CRM Online 2015 Update 1
The Spring 2015 update for CRM Online is coming soon, and last week Microsoft published an updated Release Preview Guide that includes all of the details about the spring release. Download it here. There’s lots to love about this release, my favorite three are: New navigation Date only fields New tracking options (including smartphones).
Tip #363: Select target version for CRM Online update
CRM Online 2015 Update 1 will be released shortly. if your organization is upgraded to 2015 after Update 1 is released, will you get 2015 or 2015 U1? It depends on what updates you approve. When Update 1 becomes available, you can go directly to 2015 Update 1 without approving the 2015 update. This article […]
Tip #362: Script errors when testing updates
Sometimes when testing updates to customization, users will get script errors that don’t show up when you were developing them. If this happens, don’t freak out. The following steps frequently will make the errors go away. Clear the user’s browser cache and restart the browser. Frequently users of CRM have cached pages in Internet Explorer, […]
Tip #361: Use an Exchange Distribution List for CRM email notifications
When it comes to workflow design, one of my least favorite things to see in a workflow is a notification set to go to a specific person. Sure you need it sometimes, but there are some definite downsides. If someone gets promoted or leaves the company, you have to update you customization to change the […]
Tip #360: Workflows on change of process flow stage
In CRM 2013 or 2015, if you have a workflow that runs on change of the process flow stage, such as a notification email, you may occasionally see the workflow fire multiple times. The reason for this is because the way that the stage is moved by hitting the next/previous buttons makes it very easy […]
Tip #359: Why don’t I see any records in CRM Online
A recent post in the Facebook Microsoft Dynamics CRM group asked why, after adding a CRM Online trial to an Office 365 subscription, a system administrator could only see the service and settings sitemap areas. The reason is that the user in question had Administrative user access mode. In Office 365, all Global Administrators are […]