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 #452: How to use SSL certificates internally

tl;dr Get a wildcard SSL certificate for your domain, reserve some names for internal CRM (e.g. internalcrm.contoso.com) and use internal DNS to resolve those addresses internally-only. If blah.foobar.local is required, domain CA should be used to issue an internal only certificate with trust implied. The Stop Our own Joel “Standing on the shoulders of other […]

Tip #426: Making intelli-sense out of plugin parameters

Browse object library

Our today’s tipster is the man himself: Tanguy “The XRM Toolbox” Touzard. Did you ever feel lost when you wanted to develop a plugin and didn’t know what keys to use in IPluginExecutionContext.InputParameters or IPluginExecutionContext.OutputParameters? Did you ever wonder why we do use the mysterious “Target” key when writing a plugin for Create, Update or […]