When you click the “assign” button to assign a record to a user, you can only choose an active/enabled user, right? Wrong. When you click the assign button and select “Assign to another user or team,” you only see enabled users listed. This is because the lookup field is set to use the “Enabled Users” […]
In Tip #241, we recommended backing up your encryption key for CRM 2013. What if you didn’t do that, and now you have lost your encryption key. There are several things that you can do. First of all, you cannot enable encryption in the organization if you don’t have the original key are there is […]
Are your users confused when a CRM report freshly-minted by a report wizard, does not deliver the data they expect? Inspired by our twice the tip, our fellow contributor Andre “I’ve got 88 in my handle” Margono sent us a fresh reminder that “the default filter is something that I often forget to remove/update and […]
Dynamics CRM 2013 has field level data encryption on password fields, like the email password field on mailbox records. This feature is enabled by default. Always be sure that you copy the key and save it in a safe place. You will need it some day. When you import a copy of an organization in […]
When you are working in an application like Excel and you accidentally type over some important text, isn’t it great to be able to hit the “undo” button? Don’t you wish that Dynamics CRM had an undo feature? It can, with the help of Jason Lattimer’s nifty Audit Undo solution. As long as the user […]
When you are migrating data between two CRM environments, such as going from CRM On Premises to CRM Online, one of the best things you can do is move the record ID (GUID) of the records. This way, if you have a relationship or a lookup field that references another record, you will not have to do […]
Spring ’14/SP1 release has introduced a number of very exciting features to the customer service functionality of Dynamics CRM including Service Level Agrements and Entitlements. The decision also has been made to introduce Spießrutenlaufen, previously reserved for developers, to the customer service officers. Yes, I’m talking about timer control The other good news is that […]
If you use an IOS device, you know that there have been many updates recently. The IOS 8.0 release on September 17 was shortly followed by the 8.0.1 update. This release broke many user’s cellular connections, so Apple rushed out the 8.0.2 update to fix the issues introduced in 8.0.1. So what does this have […]
The tablet app for Dynamics CRM includes limits on what can be included on a form in the app: 75 fields 10 Grids 5 Tabs These limitations are there for a reason: mobile devices have lower RAM than a PC browser, so the default limits are there to ensure good form performance. However, sometimes you […]
You are moving to Dynamics CRM from a lesser CRM application (let’s call it Salesforce.com, but could be any other CRM). As part of the migration, you are importing legacy appointment records into Dynamics CRM and assigning them to their respective users in Dynamics CRM. When you go live, if you use the standard Appointment […]
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