Tip #520: Appointment meeting invitations

In Dynamics CRM 2013 or later, synchronized appointments send meeting invitation emails to meeting attendees when they are created or updated. This is a feature that was commonly requested by CRM users, but there are some scenarios where you may not want this to happen. Meetings created or updated after the meeting happens Some users […]

Tip #461: Getting started with that mysterious USD development

Kamaji - the perfect call center employee

Not United States Dollars, I’m afraid. Unified Service Desk, the quite achiever in the Dynamics family, and the secret sauce to any successful call center implementation. In addition to having CRM (any version from 2013 SP1 up to CRM Online 2015 Update 1 will do), USD initial setup even for the development is very trivial: […]

Tip #458: Tipster guide to Dynamics CRM App for Outlook

It’s Friday and CRM for Outlook is making its way into OWA. OWA, Karl! This video walks you through the new CRM App for Outlook that was released as a preview feature as part of the Dynamics CRM 2015 Spring Update 1. Derik shows you how to configure Exchange online to use the feature, how […]

Tip #457: Get your icons here

When adding custom entities to Microsoft Dynamics CRM, adding icons for you entities is an important fit and finish detail. However, finding the right icon in the right size can sometimes be a challenge. Here are two of my favorite resources for finding flat icons that generally look good in CRM 2015. www.flaticons.net Includes 2,500 […]

Tip #455: Upgrading CRM? Use server side Sharepoint

In case you missed it, with CRM 2015 update 1 (and later), server side SharePoint integration is supported for CRM online customers with SharePoint on premises. One additional detail you should not miss is that the grid control is now deprecated. This does not mean that it won’t work, but that it will be taken […]

Tip #453: Tipster guide to calculated fields

It’s Friday, Karl, Friday! That means, instead of our fingers, we let our magnificent voices do the talking. This video explores Dynamics CRM calculated fields feature. It demonstrates how to perform basic field calculations on an entity, how to use some to the date functions available, and how to populate data from other entities. In […]