Tip #1098: Dynamics 365 Connected Field Service Demo Builder

Field service

We interrupt the chart week fortnight by Ulrik “CRM Chart Guy” Carlsson to bring you the all important message from “Hey, look, kids: Big” Ben Vollmer. Installing and configuring Connected Field Service for Dynamics 365 can seem confusing to some customers and partners. With the “hard” work done in Azure, it takes some getting used […]

Tip #1097: Change chart labels on currency values to show in Millions or Thousands

Labels

The chart week by Ulrik “CRM Chart Guy” Carlsson continues! Do you think it’s relevant to know if the pipeline for a given sales person is USD 2,878,345.13 or is a simple USD 2.88M in a big font just much quicker to read. The chart XML allow you to modify the number formatting as above […]

Tip #1096: Apply Power BI theme to regular charts

Palette

The chart week by Ulrik “CRM Chart Guy” Carlsson continues! Let’s be real. Everyone loves Power BI, but did you know that it is mostly because of the fancy colors. Well, your regular old real-time charts, that updates way way faster than a DirectQuery Power BI visual can have fancy Power BI colors too. Open […]

Tip #1081: Magic of managed solutions and sitemaps

Magic

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 […]

Tip #1080: Setting KPIs for user adoption

KPIs and user adoption

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 […]

Tip #1077: Connect to the right instance

Connect

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 […]

Tip #1063: Do not touch currency system views

Protected area

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 […]