If you launch mail merge from CRM via a browser, after the mail merge dialog, you will download a file. When you open the file, you will see this message in Word: This message is enough to scare some users away from using mail merge. To continue, you need to click “enable” on the yellow […]
When you click the “assign” button to assign a record to a user, you can only choose an active/enabled user, right? Wrong. When you click the assign button and select “Assign to another user or team,” you only see enabled users listed. This is because the lookup field is set to use the “Enabled Users” […]
Dear CRMtipoftheday, What do I need to do to prepare for the December upgrade? Besides this blog, there are many good resources to help you prepare for the 2015 upgrade. Watch the first five videos on the dynamics CRM YouTube channel. They are hosted by members of the product team and include great information about […]
In Tip #241, we recommended backing up your encryption key for CRM 2013. What if you didn’t do that, and now you have lost your encryption key. There are several things that you can do. First of all, you cannot enable encryption in the organization if you don’t have the original key are there is […]
Dynamics CRM 2013 has field level data encryption on password fields, like the email password field on mailbox records. This feature is enabled by default. Always be sure that you copy the key and save it in a safe place. You will need it some day. When you import a copy of an organization in […]
When you are working in an application like Excel and you accidentally type over some important text, isn’t it great to be able to hit the “undo” button? Don’t you wish that Dynamics CRM had an undo feature? It can, with the help of Jason Lattimer’s nifty Audit Undo solution. As long as the user […]
When you are migrating data between two CRM environments, such as going from CRM On Premises to CRM Online, one of the best things you can do is move the record ID (GUID) of the records. This way, if you have a relationship or a lookup field that references another record, you will not have to do […]
Many a CRM customizer has decided to make a bunch of fields on a form required in an effort to force users to at least submit a minimal amount of information when creating a record. But could it be that by requiring many fields you are actually getting less information than if you didn’t require all those […]
If you use an IOS device, you know that there have been many updates recently. The IOS 8.0 release on September 17 was shortly followed by the 8.0.1 update. This release broke many user’s cellular connections, so Apple rushed out the 8.0.2 update to fix the issues introduced in 8.0.1. So what does this have […]
You want to have a report in Dynamics CRM reference a database other than the Dynamics CRM database. Maybe you want to join external data, like data from your Dynamics AX ERP system, to account data in Dynamics CRM. In many cases, the best answer is to use a data warehouse, Write a report that points to the […]
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