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Gayan “Performance Wizard” Perera continues to live up to his nickname with another awesome performance tip. tl;dr Beware setting the SQL database compatibility level to a level higher than 110 on a CRM 2016 system. The scenario You have an entity with more than 5 secured fields. When the record is opened it either times […]
Tip #608: Generate documents in code
CRM 2016 has the ability to generate documents using Word templates. For workflows there’s a custom action called SetWordTemplate which can be added via Add Step > Perform Action > SetWordTemplate. But what if you want to generate the document in a plugin, javascript or in external application so that the functionality can be used by custom […]
Tip #606: Be careful with WAN optimization
If your network magicians deployed either a hardware or a software WAN Optimizer, here is a word of advice from Gayan “Performance Wizard” Perera, presumably learned the hard way: If you have a WAN Optimizer on your network and it’s trying to optimize CRM traffic, double check the following settings because it can affect CRM […]
Tip #596: Prepare client customizations or watch the paint dry
This truck stop is somewhat unusual. Traditionally, we have a question and one or more answers to serve. This time we have two people independently arriving at the same question. tl;dr If you are rolling out Dynamics CRM mobile apps or customizing Interactive Service Hub, don’t forget to click Prepare Client Customizations after you publish […]
Tip #589: Programmatically Move Cross Entity Business Process Flow Stages in CRM 2016
It’s been a while since we’ve heard from Gayan “Not Daddy” Perera. As often the case with Gayan’s tips, this one is a nugget. Moving the stage of a cross entity business process flow programmatically can be achieved by using the NavigateToNextEntity request. Most of the parameters are self explanatory, the only tricky one is […]
Tip #586: Accessing CRM mobile signatures in Dynamics CRM
Raphael Moser sent the following tip to jar@crmtipoftheday.com (and you can do too!) This recent blog post shows how to use the new new signature control feature on mobile apps: http://www.dynamicscrmpros.com/microsoft-dynamics-crm-2016-new-signature-control-feature-phones-tablets/ The problem is only that you can’t show the created signature directly in crm web. The signature is saved as a data URI (someting like “data:image/png;base64,iVBOR…”) […]
Tip #568: Disable new knowledgebase article notification
Mini Truckstop Gotta love truckstops. Someone asks an interesting question, bunch of people send the answers in, all we need to do is to copy, link, verify, write some code, double-check, remove sensitive information, format, test, publish. Easy! This time the question comes from none other than Julie “There is no place like home” Yack. […]
Tip #564: Avoid cherry-picking in the queues
Mini Truckstop We have not done a truckstop for a while but Joel “Standing on the shoulders of other MVPs” Lindstrom just could not help himself. Question I work with many customer service deployments, and a very common request for certain types of groups is to have a way to auto feed a queue item […]
Tip #547: CRM Christmas Presents
This is our final tip of 2015, and so we present a grab bag of goodies: Fantasy Sales Team is now available for CRM online clients in North America. This is the gamification platform that Microsoft acquired earlier this year. Improve your user adoption by making it a game. Users pick their teams and compete […]
Tip #535: Licensing Microsoft Dynamics Marketing trial
Stopping the truck again, otherwise Daniel “Soft king” Cai won’t be able to market his awesome products. Daniel: Computer says “No” I wonder what criteria it is to get a MDM trial. I have successfully requested a new MDM trial, but when I try to assign myself a license for MDM, I am getting the […]