of the
Jim “Sourdough Master” Steger sent us a fresh reminder that, despite all the advantages of CRM Online deployments, on premise installations have a few aces up their sleeves when it comes to reporting, and here is one of them: Don’t forget about the ability to schedule SQL Server Reporting Services (SSRS) reports when using CRM […]
Tip #297: What to consider before changing your CRM partner
It’s not you, it’s me This is not a novel way to start a new year but sometimes we do need a fresh start, and that means saying sayonara to the existing partner, would it be either your spouse or your CRM partner. To discuss this sensitive topic, we invited some experts in the field […]
Tip #295: New entities and attributes in CRM 2015
Julie “Nighteye” Yack asked the other day: Is there a magical list somewhere (that I have failed to find after half an hour of binging, or banging?) of new entities and new attributes on existing entities for 2015? Everhelpful Jim “Mr SDK” Daly chimed in: The metadata browser allows you to filter by entities using […]
Tip #293: What’s the point?
Welcome back to the Tipping Truckstop, where the tipsters gather to discuss pressing CRM matters. It’s DeCRMber already and the trucks are all festively decorated for the holiday season, so grab a cup of eggnog and pull up a stool. Today’s question is: In CRM 2013 and 2015, we have a field data type of “Floating […]
Tip #292: Licenses minimus
According to the screenshot, Feridun “The Fifth Beatle” Kadir was literally one minute from his new CRM Online account. He hesitated though, quite unsure about the small print on the deal: The minimum number of professional licenses for a new subscription to CRM online is 5. But the screenshot suggests a company can sign up […]
Tip #288: Remove event handlers Texas style
Today’s developer productivity tip comes from Mitch “Texas Baby Oil” Milam. The fastest way to remove all of the Event Handlers from a form is to remove the JavaScript Library or Libraries associated with the form. Removing the library will also remove any event handlers (OnLoad, OnSave, OnChange, etc.) that have been associated with that […]
Tip #285: Going personal with Microsoft Dynamics Marketing
Mark “Bald as a Kiwi” Smith asked the other day: I am working with a global bank that is considering implementing MDM (Microsoft Dynamics Marketing – t.j.). I need to provided them documented information on how PII (Personally identifiable information – t.j.) data is handled with MDM. They currently run CRM2013 on premises. Roger “Wicked […]
Tip #280: Partial Opportunity Products
Welcome back to the 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. Grab a cup of coffee. Today’s topic is opportunity products in the situations when, uhm, not all your dreams […]
Tip #277: Disabling user prompts
In Dynamics CRM, many of the system user prompts can be turned off in System Settings (Settings–>Administration–>System Settings) Get CRM for Outlook. On the Outlook tab of System settings, set “Users see ‘Get CRM for Outlook’ option displayed in the message bar” to “No.” Prompt to use CRM app when running CRM in tablet browser. […]
Tip #272: How to shoot yourself in a foot with the Edit button
Our next tip for CRM 2015 comes from Jim “Sourdough Master” Steger and continues nice tradition of warnings against premature actions in Dynamics CRM. When creating a Rollup or Calculated Field, be sure to have all of the information for the field out to your satisfaction BEFORE you click the Edit button to configure the […]