Tip #508: Tipster guide to exporting and importing product catalog

It’s Friday and time for another… What? We don’t have one? The camera was stolen? And the producer is missing? Let me start again. It’s Friday and time for another ¡Como estas amigos! from our good friend Pablo “CRMGamified” Peralta. After reading this you’d have to agree that this walkthrough is just as good as […]

Tip # 506: Knowledge management best practices

We don’t do full truckstops very often but when we do, they are full of wisdom and knowledge. Knowledge, that needs to be managed. Today we have some distinguished truckies sharing their views on the subject: Mitch “Only in Texas” Milam, Nicolae “Almost Tesla” Tarla, Adam “Parature” Hong and Shan “I used to be an […]

Tip #502: Who moved my activity

Workflow ownership

tl;dr When record ownership is important, use synchronous workflow that impersonates the caller. The Stop One of the signs of greatness professionalism is not to be afraid to ask questions, no matter how trivial or silly they might sound. Mitch “Only in Texas” Milam has the microphone: Q Hi Folks, This is such a basic […]

Tip #495: Include “Name” as first column in views for mobile or Safari

Name as the first column

We now have so many tips coming from Scott “Captain Redlaces” Sewell that the pressure is mounting to add Captain as ah honorary tipster or, at very least, dedicate a category for him. As suggested by the man himself: “TIL”. Today I Learned If you’re going to use mobile App or Safari – best practice […]

Tip #491: If your appointment is disabled on mobile

Readonly on tablets

Stop the presses! Scott “Captain Redlaces” Sewell, in his relentless pursuit of, er, hm, ugh, perfect CRM, has solved another mystery surrounding the world of mobility. tl;dr Appointments in scheduled state appear as read-only on mobile devices. Did read I’m sure you’re disappointed with the length of the tip, just as I am, so here’s […]

Tip #476: Make your lookup pretty and useful

Add extra columns to lookup view

Bonjour, comment ça va! CRM Tip Of The Day is going international and today’s guest is Clément “Bienvenue chez Lagny-le-Sec” Marty Clément continues our stream of tips about lookups and, being French, succinctly explains how to make them prettier and more useful at the same time. If the principal attribute (the name of the record, […]

Tip #474: OneNote in Dynamics CRM for Dummies, Part 3: Annotation Killer?

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 then Part 2, and enjoy the rest. Face to Face: Annotations vs. OneNote Notes Sometimes it’s useless to compare, […]

Tip #472: OneNote in Dynamics CRM for Dummies, Part 2: Setup

OneNote - Enable SharePoint Integration Step 1

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 and enjoy the rest. How to Set It Up Requirements This feature is only available on CRM 2015 Online […]

Tip #470: OneNote in Dynamics CRM for Dummies, Part 1: Why and How

OneNote benefits

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for the rest of us. If your Español is good, read the original, nothing to see here. Just in case any of you were distracted these past few weeks, the answer is yes. We can now upload notes we make on […]