Tip #345: Turn CRM Green

Today is St. Patrick’s Day, a day when many celebrate by wearing green and ingesting green-colored beer. As you probably know, we at crmtipoftheday are fans of making CRM more festive. So wouldn’t it be great to be able to make CRM green? With the CRM Online Spring ’15 Update, you can! Go to Settings–>Customization Click […]

Tip #329: Resolve Missing Record Dependencies

The other day after importing a solution into an environment, I started getting error messages when I tried to save a record. The log told me the error was because an entitlement template with ID “2b2ef0de-24b6-e411-80da-fc15b4286d18” did not exist. It seems that somehow my solution had a dependency on this record, and that record didn’t […]

Tip #328: How rollup fileds make charts better

Ever since charts were introduced in CRM 2011, there has been a limit of 50,000 records that could be aggregated via a chart.  This limitation is there for performance reasons, and has been a reason why some users with large data sets have stayed away from using charts. CRM 2015 introduces rollup fields, which automatically […]