Tip #225: When CRM makes ye say “Arrrrrrgh!”

Friday, September 19 International Talk Like a Pirate Day 2014 If ye be usin’ Dynamics C Arrrrrrrrrrrr M fer several years, ye may spy wit’ ye eye that CRM starts runnin’ like a scallywag. Here be several thin’s ye can do to swab th’ deck ‘o ye CRM system, hoist performance, ‘n spit shine th’ cobwebs […]

Tip #206: Change the password expiration policy on Office365/CRM Online

Arghhhh – AGAIN? If your company uses Office365 (Exchange Online), I am sure you’ve had reactions like the one above several times in your life. Every 90 days actually. 90 days is the default Password Expiration Policy for Office365 (shorter than the 42 days of Active Directory) and this affects CRM Online. I get this question […]

Tip #193: Check your duplicate detection rules after solution imports

Today’s tip was submitted to the tip jar by Jef Smets. Got a tip that you want to share? Send it to jar@crmtipoftheday.com. For quite some time now our duplicate detection rules seemed to be un-publishing themselves from time to time… Nobody had any idea why until I discovered today that duplicate detection rules are unpublished […]

Tip #190: IFD and Dynamic Excel Export

If you are facing the login window appearing in the Excel sheet after creating a dynamic Excel export from an IFD-enabled CRM organization, then there’s still a way to get the data into the Excel sheet: Export the Dynamic Worksheets (or Pivot Tables) from Microsoft Dynamics CRM. Open the Dynamic Worksheets with Excel. Excel will […]

Tip #188: How to Display Entity Image on CRM Form

Display Entity Image

Entity Image is introduced Dynamics CRM 2013. This is a really useful feature where we could have better presentation to quickly glance on the record. As the adage says: “A picture is worth a thousand words”. It seems quite common requirements for customizing the form, but it is not automatically enabled on the form. To […]

Tip #142: Piggyback customer’s CRM for support

If you are a solution provider, CRM consultant or ISV, most likely you provide support to end-users in some shape or form. That includes collecting bug reports and feedback from the users. Extend your solution and include one or two additional entities, starting, for example, with Product Feedback and Bug Report, so that users do […]

Tip #140: Working with Dynamics CRM on iPad as System Admin or Customiser

System settings on iPad

As reported by Andre “I’ve got 88 in my handle” Margono: Recently I stumbled across a question in Dynamics CRM Forum regarding “How to see CRM Settings on a tablet browser” Out of my curiousity, I tried something on my iPad. The steps that I used to achieve this is using Google Chrome on iPad […]