Tip #196: Why can’t I funnel or pie?

I received an excellent question this morning: “Dear Tip, why can’t I do a funnel or pie chart? These buttons are grayed out!” The reason the buttons for funnel and pie are grayed out is because the chart definition includes multiple categories. Pie and funnel charts only support single groupings (series and category). When doing […]

Tip #189: What does “reparent” mean?

CRM 1:N relationships that are “Configurable cascading” type allow you to customize several cascading behaviors. For example, in the system parental relationship between Accounts and Contacts, you can change the relationship type to “Configurable Cascading” and then set the “Share” permission cascading to “Cascade None” so that sharing an Account with George will not also […]

Tip #184: Use CRM forms in Outlook

From the “Great features that have been in the application for a long time but many users don’t know about” file In CRM for Outlook user settings, you will see checkboxes for various activity types and contacts. If these checkboxes are checked, when a user hits the new [appointment/task/Email/Contact] button in Outlook, that user will […]

Tip #182: Functional roles all deployments should have

New day, new tip, new feature. Today we are proud to introduce new category for our daily tips: Tipping Truckstop. This is where fellow tipping truckies get together to discuss topic du jour and add some collective wisdom to complex and often contentious but always fascinating world of Dynamics CRM. Without further ado. Today at the […]

Tip #180: Don’t use that name

Microsoft Dynamics CRM restricts some words from being used for organization names. On Premises customers can find the list by running the following query: use mscrm_config select reservedname from reservednames The following is the restricted name list in CRM 2013: About Activities AdvancedFind api AppWebServices aspnet_client bi bin Biz Calendar Condition CRMReports CS dev Help […]

Tip #174: Replace standard system dialogs

Dynamics CRM includes some system dialogs that are very useful, but cannot be customized. Some of these include close opportunity, resolve case, and others. Let’s say that you want to use the close opportunity button, but you don’t want to record revenue using the actual revenue field. Having users use the standard opportunity close dialogs […]