I like to keep things simple and, sometimes, Dynamics’ in-built functionality make things complicated. Opportunities (and Leads) are a good example of this. There is no doubt Dynamics 365 is great choice for managing a sales pipeline but you need to find a balance between using all the functionality provided and keeping the system flexible […]
“It’s a small change, we don’t need to test it” said many a CRM administrator. What could go wrong? Maybe this ancient CRM proverb will make you rethink that idea: Because the admin added a field to the opportunity form, the field count increased beyond the mobile field count limit, Because the field count increased […]
This is a lesson I have learned the hard way so take my bitter experiences and consider it wisdom derived from idiocy. The lesson is simple. When creating an option set, unless you are ABSOLUTELY certain you do not need to, make it a global one. Even if you are absolutely certain, make it global […]
If you work with a Dynamics 365 v9 environment, you may notice that Microsoft has worked hard to simplify the default account form. In the past, there were many fields that were rarely used, so simplifying the form is a great thing. But some people may argue that they may have gone too far, as […]
Nagging is a very effective way to get urgent things done. For example, if signature is required, keep sending email reminders every hour until it’s acquired. One of the customers successfully mastered the technique of a recurring self-calling workflow and has been successfully firing emails left and right reminding good people of the outstanding work […]
If you provisioning a trial and accidentally or deliberately missed the checkboxes enabling Customer Service, you will end up with Dynamics 365 instance with the “facelifted” Web UI but nothing else. Where’s the much tooted Universal User Interface (UUI) that was meant to replace Interactive Service Hub in the version 9? Well, it’s simply not […]
The Ajax control for Bing Maps in Dynamics CRM 2013-2016 on premises has reached end-of-life. Sometime in the next few weeks, maps will stop rendering, leaving you with a blank area where the map used to be.. You can find an update for your environment in support KB 4038205.
Dynamics CRM 2016 or later allows configurators to build segmented solutions that only include the fields, views, and entity components necessary, rather than adding the entire entity to the solution. Be aware that if you add a lookup field to your solution that references an entity that is not already part of the solution, Dynamics will […]
Last week I was in a discussion with a colleague and the topic of whether or not he should re purpose the opportunity entity came up. He had a scenario that was somewhat similar to opportunities, but was not a sales opportunity. This lead me to rediscover a blog post I wrote 8 years ago […]
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