of the Day
Welcome to chart week! This week on CRM Tip of the Day, Ulrik “CRM Chart Guy” Carlsson brings us a chart tip every day. When you create a pie chart on the est. revenue on opportunities broken down by account, or any other currency field, the pie chart automatically displays the value of the slice […]
The topic of managed solutions and sitemaps turned out to be so popular that a few trucks stopped by for the first Tipping Truckstop of 2018. tl;dr Before installing any managed solution, backup your sitemap. Because Managed solutions and sitemap are like magicians and their assistants: one distracts the audience, another one disappears. The story […]
After you deploy Dynamics 365, you will want to monitor how well your employees are using the system. Using tools like Microsoft Dynamics 365 Organization Insights you can monitor how active your users are, but that is only part of the user adoption story. In this tip, Tabetha Sheaver explains what you should consider to […]
As Guido “Future Olive Farmer” Preite has discovered, sometimes CrmServiceClient may connect to the wrong instance. Just like that. Dynamics 365 instances now can be backed up and restored at will. The side-effect of this awesomeness is that URLs and unique names may no longer match, leading to the fun times with connections. Here’s the […]
Scott “I don’t want to can’t be an MVP anymore” Sewell may have swallowed the blue pill (or was it the red pill?) but he still produces occasional nuggets of wisdom. According to Scott, if you need to extract a background image or a custom element from an existing Power BI file, make a backup […]
This tip comes from Guillaume Domont. (And you can get your names into the Dynamics 365 History Book™ too by sending your tip to jar@crmtipoftheday.com. Guest Microphone I found a quite interesting bug in my last project. As the CRM/Dynamics 365 is used worldwide, we had to handle the currency changes. The standard currency lookup […]
We have not done a mini truckstop for a while so it’s good to bag one at the beginning of the year. Question It’s a first time for Greg “Stealth MVP” Olsen to ask the MVP crowd a question. We have Hierarchy Security setup and working well for an enterprise customer, but not sure how […]
This tip is courtesy of Matt “SDK Deity” Barbour to make sure that we (developers) can stay connected to our beloved instances regardless of the version. Before copying the write-up almost verbatim, short version: tl;dr TLS 1.2 is now enforced so, for seamless connections to your version 9 instances, use the latest SDK tools and […]
Who would have thought that the wild celebration of the 40 measly tips would turn into 4 years of searching, begging, stealing, and borrowing that next tip. I have to admit, on odd occasion the thought of having an intimate relationship with the daily routine did cross my mind but I’m glad that the team has thought otherwise, […]
Microsoft Dynamics customers and partners are eligible to access E-Learning courses. It’s a reasonably well-known fact that Microsoft Dynamics partners are entitled to access Dynamics Learning Portal (DLP). Lesser known is the one that Microsoft Dynamics Customers are entitled to access E-Learning courses through the Microsoft Imagine Academy. Perhaps there is a small confusion caused by […]
